Workflow
Building Materials
icon
Search documents
Top 5 Businesses We Own - Q4 2025
Seeking Alpha· 2026-02-09 11:38
Group 1 - Builders FirstSource (BLDR) experienced a decline of 28% in 2025 due to weakness in the housing market and a decrease in new home construction [3]
Cemex (NYSE:CX) Receives Optimistic Price Target from HSBC
Financial Modeling Prep· 2026-02-06 09:09
HSBC sets a price target of $12.80 for Cemex (NYSE:CX), suggesting a 7.11% potential increase.Recent Q4 2025 earnings call likely highlighted key financial metrics and strategic plans, influencing HSBC's optimistic view.Cemex's current stock price stands at $11.95, with a year's trading range between $4.89 and $13.35, showcasing significant market volatility.Cemex (NYSE:CX) is a global building materials company headquartered in Mexico, known for producing, distributing, and selling cement, ready-mix concre ...
Cemex (NYSE:CX) Downgraded by HSBC Amid Market Volatility
Financial Modeling Prep· 2026-02-06 09:04
HSBC downgrades Cemex (NYSE:CX) to "Hold" with a current stock price of $11.95, indicating a cautious approach towards the company's shares.The stock's 52-week range highlights significant volatility, with a high of $13.35 and a low of $4.89.Cemex's market capitalization stands at approximately $17.34 billion, showcasing its substantial presence in the global building materials industry.Cemex (NYSE:CX) is a global leader in the building materials industry, primarily producing cement, ready-mix concrete, and ...
CEMEX(CX) - 2025 Q4 - Earnings Call Presentation
2026-02-05 15:00
Fourth Quarter 2025 Results Brickell Flatiron, Miami, United States Except as the context otherwise may require, references in this presentation to "Cemex," "we," "us," "our," or similar expressions refer to Cemex, S.A.B. de C.V. (NYSE: CX; BMV: CEMEX.CPO) and its consolidated entities. The information included in this presentation contains forward-looking statements within the meaning of applicable securities laws and regulations, including but not limited to Section 27A of the U.S. Securities Act of1933, ...
Earnings Preview: Martin Marietta (MLM) Q4 Earnings Expected to Decline
ZACKS· 2026-02-04 16:02
Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Martin Marietta due to lower revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Martin Marietta is expected to report quarterly earnings of $4.65 per share, reflecting a year-over-year decrease of 2.9%, and revenues are projected to be $1.55 billion, down 4.7% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 2.62% higher in the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Martin Marietta is lower than the consensus estimate, resulting in an Earnings ESP of -0.54%, suggesting bearish sentiment among analysts [12]. Historical Performance - In the last reported quarter, Martin Marietta was expected to post earnings of $6.65 per share but delivered only $5.97, resulting in a surprise of -10.23%. Over the last four quarters, the company has beaten consensus EPS estimates twice [13][14]. Investment Considerations - While the company does not appear to be a strong candidate for an earnings beat, investors should consider other factors influencing stock performance ahead of the earnings release [17].
Carlisle(CSL) - 2025 Q4 - Earnings Call Presentation
2026-02-03 22:00
Forward Looking Statements & Non-GAAP Financial Measures This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally use words such as "expect," "foresee," "anticipate," "believe," "project," "should," "estimate," "will," "plans," "intends," "forecast," and similar expressions, and reflect our expectations concerning the future. Such statements are made based on known events and circumstances at the ti ...
BuildDirect Announces Definitive Agreement to Acquire Greyne Custom Wood, Adding Online Flooring Marketplace Platform with Major U.S. Retailer Channels
TMX Newsfile· 2026-02-03 13:30
Core Insights - BuildDirect.com Technologies Inc. has announced the acquisition of Greyne Custom Wood Co., an established online flooring marketplace, to enhance its presence in the U.S. retail marketplace [1][3][4] Acquisition Details - The transaction closed on February 1, 2026, for a cash consideration of US$450,000, which includes customer and supplier relationships, contracts, intellectual property, and goodwill [2][9][10] Financial Performance - For fiscal 2025, Greyne reported unaudited sales of approximately US$6.0 million and Adjusted EBITDA of approximately US$320,000 [4] Strategic Benefits - **Expanded Marketplace Reach**: The acquisition will provide greater access to major U.S. retail marketplace channels that are challenging to enter and scale organically [5] - **Broader Product Assortment**: BuildDirect will expand its flooring offerings across core categories, including engineered hardwood and rigid core, supported by related accessories [6] - **Operational Efficiency**: The integration is expected to streamline fulfillment and reduce overhead costs, with anticipated annual operating cost savings of approximately US$405,000 [4][7] - **Improved Speed-to-Market**: The acquisition will enhance product launch speed and inventory management through Greyne's established marketplace operating model [8]
Raymond James And Vulcan Materials: CNBC’s ‘Final Trades’ - iShares MSCI Brazil ETF (ARCA:EWZ), iShares U.S. Aerospace & Defense ETF (BATS:ITA)
Benzinga· 2026-02-03 12:44
分组1 - Raymond James Financial, Inc. reported quarterly earnings of $2.86 per share, missing the analyst consensus estimate of $2.88 per share [1] - The firm reported quarterly sales of $3.735 billion, which also fell short of the analyst consensus estimate of $3.92 billion [1] - Raymond James Financial shares gained 0.9% to close at $167.34 [4] 分组2 - iShares U.S. Aerospace & Defense ETF was selected as a final trade by Partners Group's chief investment strategist [2] - iShares MSCI Brazil ETF was named by Hightower Advisors' chief investment strategist [2] - Vulcan Materials Company was recommended by Virtus Investment Partners' senior managing director [2] 分组3 - B. Riley Securities analyst initiated coverage on Vulcan Materials with a Buy rating and set a price target of $345 [3] - Vulcan Materials shares rose 1.8% to close at $305.92 [4] - iShares U.S. Aerospace & Defense ETF fell 0.5% during the session [4] - iShares MSCI Brazil ETF gained 1.1% during the session [4]
开化多项科创指标跻身全省前列
Xin Lang Cai Jing· 2026-02-02 18:02
企业敢闯敢试的背后,离不开开化对科技创新的系统性赋能。近年来,开化紧盯高新技术企业引育目 标,围绕创新平台建设、高层次人才引育、科技成果转化等关键环节,加大政策扶持力度,并通过优化 营商环境、落实税率优惠抵减、发放政策奖励等举措,逐步构建起"政策扶持+精准服务+平台搭建"的 创新支撑体系。2025年,全县规上工业企业研发费用占营业收入比重达4.37%,高新技术产业增加值占 规上工业增加值比重达78%。 本报讯 (报道组 徐露婷 通讯员 徐路) 近日,在浙江海纳半导体股份有限公司(以下简称"海纳")研 发实验室内,省级重大科技攻关项目——"基于AI大模型的电子级硅衬底智能制造关键技术研发与产业 化"进入关键阶段。作为省"尖兵领雁+X"科技计划项目,该项目聚焦行业前沿,成为企业以科技创新引 领高质量发展的生动实践。 海纳的创新突破,源于其多年来在研发和技术升级上的持续投入。作为一家集研发、制造、销售于一体 的国家级高新技术企业,海纳构建起"人才梯队+专业平台"的研发格局,内部成立企业研究院,组建专 业研发团队,并建立研发激励机制,鼓励员工参与技术攻关。同时,积极开展产学研合作,推动关键技 术研发与成果转化协同推进 ...
Carlisle Companies Incorporated (NYSE:CSL) Earnings Preview and Financial Analysis
Financial Modeling Prep· 2026-02-02 11:00
Carlisle Companies Incorporated (NYSE:CSL) is set to release its quarterly earnings with an anticipated EPS of $3.63 and revenue of $1.11 billion.CSL trades at a forward P/E ratio of 17.1, indicating a potential investment opportunity given its below 10-year average.The company's robust balance sheet and strategic growth initiatives position it well for future profitability and market leadership in the building materials industry.Carlisle Companies Incorporated (NYSE:CSL) is a prominent player in the buildi ...