Jon Bettenhausen (Truist Securities)

Focus Areas4 topics

Geographic Expansion2Demand2Competitive Dynamics1Pricing1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

DHID. R. Horton1 quarter

2026 Q1

are there any metros specifically to call out that you're seeing outsized growth? Or is it more just kind of broad across the region

Geographic ExpansionDemandView in transcript →

Can you talk about the kind of investment thesis in the North

Geographic ExpansionCompetitive DynamicsView in transcript →

MLMMartin Marietta Materials1 quarter

2025 Q2

Can you quantify how much or even if weather is set back pricing in the industry