Pricing and mixpositive · 3 filings
“Aggregates pricing increased 9.9% driven by the cumulative effect of pricing actions taken in 2023 and 2024.”10-K · Feb 19, 2026 ↗
Martin Marietta Materials, Inc.
MLM
Market read
Martin Marietta Materials, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 13 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Company-0.1% todayVolume comparison unavailable
Market group0 of 13 activeDomestic Economic Cyclicals · unavailable
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- MLM's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if MLM's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 13 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- MLM's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations601
Usable filing statements92
Verified relationships7
Evidence supporting the case
- Latest annual revenue changed +8.6% year over year.
- Operating cash flow covered net income at 1.57x in the latest annual period.
- Pricing and mix has repeated favorable evidence across 3 filings.
Evidence challenging the case
- Operating margin changed -20.4 percentage points in the latest annual period.
- Net margin changed -16.7 percentage points in the latest annual period.
Questions before a position
No credible peer-relative valuation comparison is available yet.
Longer-term price context
Price as of Sep 10, 2026
502.436m-15.9%12m-18.2%24m-0.7%
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-31$5.4B+14.5%$11.22+0.3%
2022-12-31$6.2B+13.8%$13.87-0.2%
2023-12-31$5.9B-5.0%$18.82-0.6%
2024-12-31$5.7B-3.2%$32.41-0.8%
2025-12-31$6.2B+8.6%$18.77-1.6%
What management says matters
Persistent and emerging business drivers
Data center and AI demandpositive · 2 filings
“AND CONSOLIDATED SUBSIDIARIES FORM 10-Q For the Quarter Ended September 30, 2025 MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS (Continued) Building Materials Business Year-to-date aggregates shipments increased 4.4% to…”10-Q · Nov 4, 2025 ↗
Demand and volumemixed · 2 filings
“Failure to comply with applicable laws, regulations, permits, or orders, or adverse changes in those requirements or their enforcement, could result in fines, penalties, operational restrictions, mandated capital projects, denial or revocation of permits, rep…”10-Q · Apr 30, 2026 ↗
Energy and commodity pricesnegative · 2 filings
“These results reflected contributions from the 2025 Premier Magnesia, LLC acquisition and organic pricing gains, partially offset by lower organic shipments and higher energy costs, which weighed on input cost trends during the quarter.”10-Q · Apr 30, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
502.43-0.1% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for MLM. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for MLM. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind MLM
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
MYEMyers Industries, Inc.supplierFeb 19, 2026 ▾
“On October 25, 2024, the Company completed the acquisition of Youngquist Brothers Rock, LLC (YBR), a leading aggregates supplier in the Fort Myers, Florida area.”
JYNTFiling-linked namepartnerFeb 19, 2026 ▾
“Joint ventures and minority investments can involve governance constraints, differing strategic objectives or disputes that limit our ability to direct operations or realize benefits.”
Depended on by
KNFKnife River CorporationcompetitorFeb 20, 2026 ▾
“Smaller, independent operators make up the majority of our competition; however, we also face competition in some markets from large, publicly traded United States aggregates producers, including Amrize Ltd, Cemex S.A.B.”
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
MLM is currently a Early Follower in the organic co-movement group Domestic Economic Cyclicals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for MLM; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.