The earnings call highlighted Martin Marietta's strong financial performance and record achievements in their aggregates and specialties businesses, alongside a positive outlook for future growth. However, there were some challenges noted in the downstream products and potential impacts from government shutdowns.

Company Guidance

During the Martin Marietta Third Quarter 2025 Earnings Conference Call, the company provided updated guidance, highlighting robust financial performance and revised projections. Key metrics included record aggregates revenues of $1.5 billion, up 17% year-over-year, and aggregates gross profit of $531 million, a 21% increase. The aggregates gross margin improved by 142 basis points to 36%. The Specialties business also achieved record quarterly revenues of $131 million, a 60% increase, with a gross profit of $34 million, up 20%. Overall, revenues from continuing operations rose to $1.8 billion, a 12% increase, while consolidated adjusted EBITDA reached $743 million, showing a 15% increase. The company raised its full-year 2025 consolidated adjusted EBITDA guidance to $2.32 billion at the midpoint, driven by strong performance in core aggregates and positive market trends. Looking ahead to 2026, Martin Marietta anticipates continued resilience in its aggregates business, supported by infrastructure investment and nonresidential demand, with preliminary expectations of low single-digit aggregates volume growth and mid-single-digit pricing gains.

Record Performance in Aggregates and Specialties

Aggregates revenues of $1.5 billion, a 17% increase. Aggregates gross profit of $531 million, a 21% increase. Specialties business achieved record quarterly revenues of $131 million, a 60% increase.

Improved Safety Performance

Best year-to-date safety performance in company history as measured by both total and lost time incident rates.

Strong Financial Metrics

Revenues from continuing operations were $1.8 billion, a 12% increase. Adjusted EBITDA from continuing operations was up 22% to $667 million. Earnings per diluted share from continuing operations were $5.97, an increase of 23%.

Positive Market Outlook for 2026

Expectation of low single-digit aggregates volume growth and mid-single-digit pricing gains for 2026.

Strategic Asset Exchange

Entered into a definitive agreement with QUIKRETE for the exchange of certain assets, positioning the company for growth under SOAR 2030.

Martin Marietta Materials (MLM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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MLM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 18, 2026	2025 (Q4)	4.85 / -	4.79	―	―	―
Nov 04, 2025	2025 (Q3)	6.72 / 5.97	5.91	1.02% (+0.06)
Aug 07, 2025	2025 (Q2)	5.31 / 5.43	4.76	14.08% (+0.67)
Apr 30, 2025	2025 (Q1)	1.88 / 1.90	1.93	-1.55% (-0.03)
Feb 12, 2025	2024 (Q4)	4.58 / 4.79	4.63	3.46% (+0.16)
Oct 30, 2024	2024 (Q3)	6.25 / 5.91	6.94	-14.84% (-1.03)
Aug 08, 2024	2024 (Q2)	5.36 / 4.76	5.6	-15.00% (-0.84)
Apr 30, 2024	2024 (Q1)	1.86 / 1.93	2.16	-10.65% (-0.23)
Feb 14, 2024	2023 (Q4)	3.99 / 4.63	3.04	52.30% (+1.59)
Nov 01, 2023	2023 (Q3)	6.05 / 6.94	4.69	47.97% (+2.25)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

MLM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 04, 2025	$619.30	$625.26	+0.96%
Aug 07, 2025	$597.23	$599.49	+0.38%
Apr 30, 2025	$503.45	$522.52	+3.79%
Feb 12, 2025	$526.66	$514.86	-2.24%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Martin Marietta Materials (MLM) report earnings?

Martin Marietta Materials (MLM) is schdueled to report earning on Feb 18, 2026, Before Open (Confirmed).

What is Martin Marietta Materials (MLM) earnings time?

Martin Marietta Materials (MLM) earnings time is at Feb 18, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is MLM EPS forecast?

MLM EPS forecast for the fiscal quarter 2025 (Q4) is 4.85.

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