Martin Marietta Materials

Q2 FY2026 EarningsQ2 FY26 results beat consensus on the top line with revenue of $1,947M vs. $1,862M expected, driven by a 17% increase in aggregates shipments following recent acquisitions. Adjusted EPS of $5.00 exceeded the normalized consensus of $4.76, while GAAP EPS of $4.26 missed the $4.59 estimate due to $52M in acquisition-related inventory charges and $18M in integration costs. Management raised FY26 revenue guidance to $7.2B-$7.4B and announced a significant $13.5B agreement to combine with Lhoist North America.