RALEIGH, N.C., Feb. 11, 2026 (GLOBE NEWSWIRE) -- Martin Marietta Materials, Inc. (NYSE: MLM) (Martin Marietta or the Company), a leading national supplier of aggregates and heavy building materials, today announced the appointment of George F. Schoen as Executive Vice President, General Counsel and Corporate Secretary, further strengthening the Company’s leadership team as it executes its long-term strategic plan. Mr. Schoen will join the Company in March 2026. Mr. Schoen, who most recently served as Co-Cha ...

Key Takeaways Martin Marietta missed Q4 estimates as it faced elevated costs despite solid revenue growth.MLM's aggregates business strength lifted its pricing, margins and full-year EBITDA performance.Martin Marietta guides higher 2026 revenue as it advances portfolio optimization and SOAR 2030 plans.Martin Marietta Materials, Inc. (MLM) reported lower-than-expected results for the fourth quarter of 2025. The quarterly earnings (from continued operations) and revenues missed the Zacks Consensus Estimate, w ...

Martin Marietta Materials (NYSE:MLM) Q4 2025 Earnings call February 11, 2026 10:00 AM ET Company ParticipantsAdam Robert Thalhimer - Director of Research and PartnerAngel Castillo - Morgan Stanley & Co. LLCHoward Nye - Chair, President and CEOJacklyn Rooker - VP of Investor RelationsKathryn Thompson - Founding Partner, CEO and Director of ResearchMichael J. Pietropola - VP and CAOTrey Grooms - Managing DirectorNone - Company RepresentativeConference Call ParticipantsAsher Sohn - Equity Research AnalystBrent ...

Martin Marietta Materials (NYSE:MLM) Q4 2025 Earnings call February 11, 2026 10:00 AM ET Company ParticipantsAdam Robert Thalhimer - Director of Research and PartnerAngel Castillo - Morgan Stanley & Co. LLCAsher Sohnen - Equity Research Senior AssociateHoward Nye - Chair, President and CEOJacklyn Rooker - VP of Investor RelationsKathryn Thompson - Founding Partner, CEO and Director of ResearchMichael J. Pietropola - VP and CAOTrey Grooms - Managing DirectorNone - Company RepresentativeConference Call Partic ...

Martin Marietta Materials (NYSE:MLM) Q4 2025 Earnings call February 11, 2026 10:00 AM ET Speaker16Ladies and gentlemen, welcome to Martin Marietta's fourth quarter and full year 2025 earnings conference call. All participants are in a listen-only mode. A question-and-answer session will follow the company's prepared remarks. As a reminder, today's call is being recorded and will be available for replay on the company's website. I will now turn the call over to your host, Ms. Jacklyn Rooker, Martin Marietta' ...

Q4 and Full-Year 2025 SUPPLEMENTAL INFORMATION* February 11, 2026 * All information provided in these slides is qualified in its entirety by reference to the Company's filings with the Securities and Exchange Commission (SEC), which are available on both the Company's and the SEC's websites. Statement Regarding Safe Harbor for Forward-Looking Statements Investors are cautioned that all statements herein that relate to the future involve risks and uncertainties and are based on assumptions that the Company b ...

Core Insights - Martin Marietta achieved record revenues, gross profit, and margins for both the fourth quarter and full year of 2025, with a notable double-digit improvement in full-year aggregates unit profitability [1][4][6] - The company provided guidance for 2026, anticipating low single-digit growth in shipments, driven by infrastructure investment and data center momentum [6][17] Financial Performance - Fourth-quarter revenues reached $1,534 million, a 9% increase from $1,412 million in 2024, while full-year revenues were $6,150 million, up 9% from $5,662 million [3][31] - Gross profit for the fourth quarter was $468 million, a 10% increase from $424 million in 2024, and for the full year, it rose 16% to $1,889 million from $1,636 million [3][31] - Earnings from continuing operations for the fourth quarter were $233 million, down 6% from $248 million in 2024, and for the full year, they decreased 45% to $990 million from $1,815 million [3][31] Aggregates Business - Fourth-quarter aggregates shipments increased by 2% to 48.9 million tons, with an average selling price per ton rising 5% to $23.11 [8][9] - Gross profit from aggregates reached a record $420 million in the fourth quarter, an 11% increase from $379 million in 2024, with gross profit per ton increasing by 9% to $8.59 [9][31] Specialties Business - The Specialties business achieved record revenues of $133 million and gross profit of $29 million in the fourth quarter, reflecting contributions from Premier Magnesia, LLC [11][31] Strategic Initiatives - The company executed its five-year Strategic Operating Analysis and Review (SOAR) 2025 plan and launched SOAR 2030, focusing on portfolio optimization and maintaining a strong balance sheet [5][6] - Martin Marietta entered into an asset exchange agreement with Quikrete Holdings, expected to close in Q1 2026, which will enhance its aggregates operations [12][13] Cash Generation and Shareholder Returns - Cash provided by operating activities increased by 22% to a record $1.79 billion for the year ended December 31, 2025 [15][16] - The company returned $647 million to shareholders through dividends and share repurchases during the year [16][31] 2026 Guidance - For 2026, the company expects revenues between $6,420 million and $6,780 million, with net earnings from continuing operations projected between $1,043 million and $1,158 million [17][18]

Core Viewpoint - Martin Marietta Materials, Inc. is expected to report earnings per share (EPS) of $4.68 and revenue of approximately $1.68 billion for the upcoming quarter, despite recent challenges in the construction sector [1][5]. Financial Performance - In the previous quarter, Martin Marietta's earnings and revenues fell short of the Zacks Consensus Estimate by 10.2% and 9.9%, respectively [2]. - Year-over-year, the company experienced an increase in earnings by 23% and revenues by 12%, attributed to infrastructure spending and effective pricing strategies [2][5]. - Analysts have recently revised the consensus EPS estimate downward due to concerns over higher costs and reduced top-line leverage [3]. Financial Metrics - The company has a price-to-earnings (P/E) ratio of 36.76 and a price-to-sales ratio of 6.38 [4]. - The enterprise value to sales ratio stands at 7.26, while the enterprise value to operating cash flow ratio is 26.17 [4]. - Martin Marietta's debt-to-equity ratio is 0.61, and it has a current ratio of 2.97, indicating a strong ability to cover short-term liabilities [4]. Market Outlook - Despite the recent downward revision of EPS estimates, the consensus EPS estimate for the fourth quarter of 2025 has been revised upward by 2.6% over the past 30 days [5]. - The company faces challenges from weaker private construction activity and seasonal business trends [3].

CEMEX, S.A.B. de C.V. ( CX ) recently reported Q4 '25 results , with positive developments in several areas, including improving volumes in Mexico and EMEA, plus the application of efficiency gains. The company also benefitted by aLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, th ...

| Three Months Ended, | Quarter-Over | Twelve Months | | Year | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | Ended, | | Over | | | | | | | December 31, | Quarter | December | | Year | | | | | | | | | 31, | | | | | | | | | 2025 | 2024 | Change | | 2025 | | 2024 | Change | | | | (In thousands, except per | (In thousands, except per | | | | | | | | | | share data and percentages) | share data and percentages) | | | | | | | | | | Net sales | $ 539,345 | $ | 517,429 | 4.2 | % | $ ...