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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Trey Grooms | Stephens | 8 | 0% |
| Dave MacGregor | Longbow Research | 7 | 14% |
| Angel Castillo | Morgan Stanley | 7 | 0% |
| Adam Thalhimer | Thompson Davis | 6 | 0% |
| Mike Dudas | Vertical Research Partners | 6 | 0% |
| Kathryn Thompson | Thompson Research Group | 6 | 0% |
| Tony Pettinari | Citigroup | 5 | 0% |
| Philip Ng | Jefferies | 5 | 0% |
| Steve Fisher | UBS | 4 | 0% |
| Ivan Yi | Wolfe Research | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Stephens | 1 | 8 | 0% |
| Morgan Stanley | 2 | 8 | 0% |
| UBS | 3 | 7 | 0% |
| Longbow Research | 1 |
| 7 |
| 14% |
| Jefferies | 2 | 7 | 0% |
| Loop Capital | 2 | 6 | 0% |
| Citigroup | 2 | 6 | 0% |
| Thompson Davis | 1 | 6 | 0% |
Martin Marietta reported $1.41 billion in revenue with aggregates shipments up 6.2%, the first volume increase in several quarters, while pricing rose 2.7% and aggregates gross profit per ton held at Q1 record levels. Management reiterated FY2026 guidance of $6.7-7.2 billion in revenue and $2.2-2.5 billion in adjusted EBITDA, citing accelerating infrastructure activity and the early stages of the SOAR 2030 plan as the company progresses toward its $10 billion revenue target.
Pricing | Demand | M&A | Guidance Reliability | Regulation Policy | Cost Pressure | Margin | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 7 | 2 | 2 | 5 | 1 | 2 | 3 |
| 2025Q1 | 2 | 4 | 4 | 3 | 4 | 1 | 3 | 3 |
| 2025Q2 | 4 | 4 | 3 | 4 | 2 | 1 | ||
| 2025Q3 | 7 | 6 | 1 | 1 | 1 | 2 | 2 | 1 |
| 2025Q4 | 6 | 3 | 3 | 4 | 2 | 2 | 3 | 4 |
| 2026Q1 | 6 | 5 | 4 | 2 | 3 | 5 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Pricing | 5 | 2 | 4 | 7 | 6 | 6 |
| Demand | 7 | 4 | 4 | 6 | 3 | 5 |
| M&A | 2 | 4 | 3 | 1 | 3 | 4 |
| Guidance Reliability | 2 | 3 | 4 | 1 | 4 | 2 |
| Regulation Policy | 5 | 4 | 1 | 2 | 3 | |
| Cost Pressure | 1 | 1 | 2 | 2 | 2 | 5 |
| Margin | 2 | 3 | 1 | 2 | 3 | 2 |
| Macroeconomic | 3 | 3 | 1 | 4 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MLM Martin Marietta Materials | 7 | +0.7% | |
| CRH CRH plc | 7 | +9.1% | |
| VMC Vulcan Materials Company | 7 | +7.4% |