Martin Marietta Materials (MLM) Panoramica del titolo
Martin Marietta Materials, Inc. è un'azienda di materiali da costruzione basati su risorse naturali e fornisce aggregati e materiali da costruzione pesanti all'industria edilizia negli Stati Uniti e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 3/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 0/6 |
MLM Community Fair Values
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Analyst Price Targets
Concorrenti di Martin Marietta Materials, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$576.93 |
| Massimo di 52 settimane | US$710.97 |
| Minimo di 52 settimane | US$525.38 |
| Beta | 1.1 |
| Variazione di 1 mese | -4.41% |
| Variazione a 3 mesi | -7.25% |
| Variazione di 1 anno | 4.31% |
| Variazione a 3 anni | 25.95% |
| Variazione a 5 anni | 64.49% |
| Variazione dall'IPO | 2,242.86% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Jul 14
MLM: Lhoist Deal And Cost Pressures Will Test Infrastructure And Housing Outlook
Martin Marietta Materials' analyst price targets have seen mixed adjustments recently, with several firms lifting their views by small increments such as $2 to $6, while others trimmed targets by $4 to $73. Analysts are factoring in Q2 energy cost pressure, lagging pricing actions, cautious expectations for government spending, and ongoing interest rate and housing market considerations.Seeking Alpha • Jun 30
Martin Marietta: Lower Valuation And Lhoist M&A
Summary Martin Marietta Materials remains a high-quality, well-managed company, but valuation concerns persist despite recent share price declines. The $13.5B Lhoist acquisition introduces significant shareholder dilution, leverages MLM beyond stated comfort, and increases exposure to more cyclical, less defensible lime markets. MLM paid a 15.5x EBITDA multiple for Lhoist, implying a 55% premium over typical industrial valuations, with limited synergy upside and heightened execution risk. I lower my price target to $390/share and maintain a 'Hold' rating, citing insufficient valuation support and increased risk from the Lhoist deal. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jun 30
MLM: Lhoist Deal And Infrastructure Demand Will Support Long Term Upside
Analysts have modestly reduced their fair value estimate for Martin Marietta Materials by about $17 to roughly $683, reflecting slightly lower assumptions for revenue growth and profit margins while still acknowledging the company’s strong aggregates position and competitive moat highlighted in recent research coverage. Analyst Commentary Recent research on Martin Marietta Materials shows a mix of optimism about the company’s core aggregates business and caution around valuation and macro sensitivities, which together help explain the modest trim to fair value estimates.Recent updates
Aggiornamento narrativa • Jul 14
MLM: Lhoist Deal And Cost Pressures Will Test Infrastructure And Housing Outlook
Martin Marietta Materials' analyst price targets have seen mixed adjustments recently, with several firms lifting their views by small increments such as $2 to $6, while others trimmed targets by $4 to $73. Analysts are factoring in Q2 energy cost pressure, lagging pricing actions, cautious expectations for government spending, and ongoing interest rate and housing market considerations.Seeking Alpha • Jun 30
Martin Marietta: Lower Valuation And Lhoist M&A
Summary Martin Marietta Materials remains a high-quality, well-managed company, but valuation concerns persist despite recent share price declines. The $13.5B Lhoist acquisition introduces significant shareholder dilution, leverages MLM beyond stated comfort, and increases exposure to more cyclical, less defensible lime markets. MLM paid a 15.5x EBITDA multiple for Lhoist, implying a 55% premium over typical industrial valuations, with limited synergy upside and heightened execution risk. I lower my price target to $390/share and maintain a 'Hold' rating, citing insufficient valuation support and increased risk from the Lhoist deal. Read the full article on Seeking AlphaAggiornamento narrativa • Jun 30
MLM: Lhoist Deal And Infrastructure Demand Will Support Long Term Upside
Analysts have modestly reduced their fair value estimate for Martin Marietta Materials by about $17 to roughly $683, reflecting slightly lower assumptions for revenue growth and profit margins while still acknowledging the company’s strong aggregates position and competitive moat highlighted in recent research coverage. Analyst Commentary Recent research on Martin Marietta Materials shows a mix of optimism about the company’s core aggregates business and caution around valuation and macro sensitivities, which together help explain the modest trim to fair value estimates.
Aggiornamento narrativa • Jun 16
MLM: Aggregates Focus And 2026 Guidance Will Support Share Price Upside
Analysts have adjusted their price targets on Martin Marietta Materials, with the updated fair value estimate holding steady at $800. This reflects refreshed views on its aggregates-driven profit base, discount rate assumptions, and long term P/E expectations.Aggiornamento narrativa • Jun 02
MLM: Fair Outlook Balances Infrastructure Tailwinds With Housing And Execution Risks
Analysts have trimmed the Martin Marietta Materials fair value estimate by about $13 to $548, citing more conservative assumptions for revenue growth and profit margins, as well as a slightly higher discount rate, even as they continue to highlight the company's competitive moat and pricing power in recent research. Analyst Commentary Street research on Martin Marietta Materials has been active, with several firms adjusting their stance and targets as they reassess assumptions for growth, margins, and valuation.Aggiornamento narrativa • May 05
MLM: Asset Reshaping And 2026 Guidance Will Support Long-Term Upside
Analysts have trimmed the blended fair value estimate for Martin Marietta Materials to $800 from $804. This reflects a mix of recent price target cuts and increases as they update models for adjusted revenue growth, slightly lower profit margins, and revised sector expectations.Aggiornamento narrativa • Apr 20
MLM: Quikrete Asset Exchange And M&A Pipeline Will Support Long-Term Upside
Analysts now see Martin Marietta Materials' fair value holding at $804, with recent price target tweaks reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent Street research around Martin Marietta Materials shows a mix of target trims and upgrades, with several bullish analysts emphasizing execution on portfolio moves and refreshed modeling rather than broad shifts in stance.Aggiornamento narrativa • Apr 06
MLM: Infrastructure Spending And Portfolio Simplification Will Support A Constructive Long Term Outlook
Analysts have nudged their blended price target for Martin Marietta Materials higher to about $700, with the change tied to refreshed models that reflect updated revenue growth and margin assumptions following recent target moves both up and down across the Street. Analyst Commentary Recent research on Martin Marietta Materials reflects an active debate around valuation, execution on recent transactions, and the durability of growth expectations.Aggiornamento narrativa • Mar 23
MLM: Quikrete Asset Exchange Will Support Constructive Long Term Expectations
Analysts have nudged the fair value estimate for Martin Marietta Materials up from $780 to $804, reflecting updated price targets that factor in recent model revisions, the completed Quikrete asset exchange, and ongoing sector level adjustments across the machinery and construction group. Analyst Commentary Recent Street research on Martin Marietta Materials has centered on refreshed price targets and updated models following the completed Quikrete asset exchange and the company's latest guidance.Aggiornamento narrativa • Mar 09
MLM: Fair Outlook Balances SOAR 2030 Ambitions With Post Transaction Execution Risks
Our analyst price target for Martin Marietta Materials has been raised to $561.92 from $546.02, as analysts factor in updated post Quikrete transaction modeling, revised guidance, and refreshed assumptions for revenue growth, profit margins, discount rate, and future P/E following a series of recent Street price target changes. Analyst Commentary Recent Street research on Martin Marietta Materials has centered on the completed asset swap with Quikrete, refreshed guidance, and updated modeling around the company’s long term SOAR 2030 framework.Aggiornamento narrativa • Feb 23
MLM: Higher Revenue And Margin Assumptions Will Support Constructive Future Expectations
Analysts have nudged their fair value estimate for Martin Marietta Materials up to $780 from $758, reflecting refreshed models after recent price target moves across the Street and updated views on revenue growth, margins, and future P/E assumptions. Analyst Commentary Street research on Martin Marietta Materials has been active, with a mix of higher and lower price targets that feed into the refreshed fair value estimate.Aggiornamento narrativa • Feb 08
MLM: Broad Volume Recovery And Infrastructure Demand Will Support Mixed Future Expectations
Analysts nudged their fair value estimate for Martin Marietta Materials up by $4 to $758, citing updated assumptions that include a slightly lower discount rate, adjusted revenue growth and margin expectations, and a higher future P/E multiple, in line with recent mixed but generally supportive price target actions on the stock. Analyst Commentary Recent Street research on Martin Marietta Materials has been mixed, but there is a clear group of bullish analysts highlighting upside drivers tied to execution, pricing power, and capital deployment.Aggiornamento narrativa • Jan 25
MLM: Normalized Weather And Infrastructure Spending Will Guide A Balanced Outlook
Analysts have nudged their price target for Martin Marietta Materials slightly higher to about US$681. This reflects modestly higher fair value estimates, a small adjustment to discount and growth assumptions, and recent mixed but generally constructive updates on pricing and volume trends from several research firms.Aggiornamento narrativa • Jan 11
MLM: Weather Normalization And Infrastructure Spending Will Shape Fairly Valued Outlook
Analysts have raised their price targets on Martin Marietta Materials into the mid to high US$600s, citing updated EBITDA estimates and indications of a broad volume recovery supported by more normal weather conditions and steady infrastructure spending. Analyst Commentary Bullish and cautious voices are both weighing in on Martin Marietta Materials, and their latest price target moves give you a sense of how they see the risk and reward trade off after the recent Q3 update.Aggiornamento narrativa • Dec 27
MLM Limited Upside Expected As Construction Demand And Pricing Power Face Headwinds
Analysts have lifted their price target on Martin Marietta Materials by about $40, to the mid $600s per share, citing higher EBITDA expectations from broad volume recovery, weather normalization in key regions, and sustained infrastructure strength, even as they temper long term growth and valuation assumptions. Analyst Commentary Recent Street research reflects a mixed but generally constructive stance on Martin Marietta, with upward revisions to price targets balanced by more tempered views on the pace and durability of growth.Aggiornamento narrativa • Dec 12
MLM Broad Volume Recovery And Infrastructure Demand Will Support Stronger Future Performance
Analysts have raised their fair value estimate for Martin Marietta Materials to $754 from $700, citing higher EBITDA expectations driven by signs of a broad volume recovery, improved weather driven activity in key regions, and still robust infrastructure spending despite a somewhat more conservative long term growth outlook. Analyst Commentary Recent research commentary on Martin Marietta Materials has turned increasingly constructive, as bullish analysts lift price targets and emphasize the company’s leverage to an improving demand backdrop.Aggiornamento narrativa • Nov 28
MLM: Sector Recovery And Infrastructure Trends Will Influence Performance Through 2026
Analysts have modestly increased their price targets for Martin Marietta Materials. The average target has risen from $670 to $700, citing a robust recovery in construction volumes and improving sector fundamentals as key factors behind the revision.Aggiornamento narrativa • Nov 14
MLM: Future Volume Trends And Infrastructure Spending Will Shape Share Performance
The consensus analyst price target for Martin Marietta Materials has been increased by $2.64 to $666.29, as analysts cite an improving outlook for volumes and continued infrastructure spending. Analyst Commentary Analysts have recently updated their assessments of Martin Marietta Materials, reflecting a mix of optimism and caution as the company navigates changes in industry dynamics and macroeconomic factors.Aggiornamento narrativa • Oct 31
MLM: Improving Inventory And Sector Demand Trends Will Balance Near-Term Uncertainty
Analysts have modestly increased their price target for Martin Marietta Materials to approximately $664 from $658. They cite improved inventory trends, constructive sector outlooks, and recent strategic initiatives as supportive factors for the company's valuation.Aggiornamento narrativa • Oct 16
US Infrastructure And Sunbelt Trends Will Sustain Aggregate Demand
Analysts have raised their fair value estimate for Martin Marietta Materials to $658 from $648, citing improving industry demand, recent strategic transactions, and better-than-expected earnings results. Analyst Commentary Bullish Takeaways Bullish analysts have raised price targets for Martin Marietta, reflecting expectations for improved demand trends and a positive earnings outlook, especially following a strong Q2 performance.Articolo di analisi • Sep 12
Should You Investigate Martin Marietta Materials, Inc. (NYSE:MLM) At US$631?
Let's talk about the popular Martin Marietta Materials, Inc. ( NYSE:MLM ). The company's shares saw a double-digit...Aggiornamento narrativa • Sep 05
US Infrastructure And Sunbelt Trends Will Sustain Aggregate Demand
Analysts have raised their price target for Martin Marietta Materials on improving demand outlook, strong Q2 execution, and strategic benefits from the Quikrete deal, resulting in a modest target increase from $646.18 to $647.32. Analyst Commentary Improving demand trends anticipated for construction materials industry in H2 2025 and 2026, with Q2 likely marking the trough of softer demand.Seeking Alpha • Apr 26
Martin Marietta Materials: Shares Haven't Dropped Enough
Summary I maintain a 'hold' rating on Martin Marietta Materials due to high share prices and mixed financial performance. Recent financials show revenue growth in aggregates but declines in cement and ready mixed concrete due to asset sales and market softness. Management's optimistic 2025 outlook is tempered by economic uncertainties and a higher valuation compared to similar firms. Significant exposure to vulnerable industries like public infrastructure, non-residential, and residential markets justifies the continued 'hold' rating. Read the full article on Seeking AlphaSeeking Alpha • Jan 24
Martin Marietta Materials: Impressive Fundamentals, But Overvalued
Summary Martin Marietta Materials has impressive fundamentals but is currently overvalued, with declining sales and earnings, and weather-related impacts affecting performance. Despite solid cash flow and market dominance in key areas, MLM's valuation is inflated, trading at a P/E of almost 29x, well above historical averages. Risks include declining sales volumes, insider selling trends, and insufficient upside to justify the high valuation, leading to a "Hold" rating. I recommend MLM as a "Hold" with a price target of $360-$400/share, based on qualitative strengths but insufficient valuation indicators. Read the full article on Seeking AlphaSeeking Alpha • Oct 31
Martin Marietta Materials: A Spike In Shares After Q3 Results Is A Great Time For A Downgrade
Summary Martin Marietta Materials saw its shares rise nicely, even after reporting disappointing revenue and earnings for the third quarter of the company's 2024 fiscal year. Although MLM has had a great run, shares are getting rather pricey, but recent guidance for 2024 is encouraging. Shares look pricey, and investors should consider seeing the firm in a more neutral light than a bullish one. Read the full article on Seeking AlphaRendimenti per gli azionisti
| MLM | US Basic Materials | US Mercato | |
|---|---|---|---|
| 7D | 0.9% | 1.7% | -0.9% |
| 1Y | 4.3% | 10.1% | 19.1% |
Ritorno vs Industria: MLM ha avuto una performance inferiore rispetto al US Basic Materials che ha registrato un rendimento 10.1 % nell'ultimo anno.
Rendimento vs Mercato: MLM ha avuto una performance inferiore al mercato US che ha registrato un rendimento 19.1 % nell'ultimo anno.
Volatilità dei prezzi
| MLM volatility | |
|---|---|
| MLM Average Weekly Movement | 4.5% |
| Basic Materials Industry Average Movement | 6.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: MLM non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di MLM è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1939 | 9,600 | Ward Nye | www.martinmarietta.com |
Martin Marietta Materials, Inc. è un'azienda di materiali da costruzione basati su risorse naturali e fornisce aggregati e materiali da costruzione pesanti all'industria edilizia negli Stati Uniti e a livello internazionale. Opera attraverso i segmenti East Group e West Group. L'azienda offre prodotti di pietrisco, sabbia e ghiaia; calcestruzzo e asfalto preconfezionati; prodotti e servizi per la pavimentazione da utilizzare nei progetti infrastrutturali, nei progetti di edilizia non residenziale e residenziale, nonché nei settori ferroviario, agricolo, dei servizi e ambientale.
Martin Marietta Materials, Inc. Riepilogo dei fondamenti
| MLM statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$34.19b |
| Utili (TTM) | US$965.00m |
| Ricavi(TTM) | US$6.35b |
35.9x
Rapporto P/E5.5x
Rapporto P/SMLM è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| MLM Conto economico (TTM) | |
|---|---|
| Ricavi | US$6.35b |
| Costo del fatturato | US$4.46b |
| Profitto lordo | US$1.89b |
| Altre spese | US$924.00m |
| Utili | US$965.00m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Jul 30, 2026
| Utile per azione (EPS) | 16.07 |
| Margine lordo | 29.75% |
| Margine di profitto netto | 15.20% |
| Rapporto debito/patrimonio netto | 46.9% |
Come si è comportato MLM nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.6%
Rendimento attuale del dividendo21%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/16 08:00 |
| Prezzo dell'azione a fine giornata | 2026/07/16 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Martin Marietta Materials, Inc. è coperta da 34 analisti. 22 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Adam Seiden | Barclays |
| Harry Goad | Berenberg |
| Paul Roger | BNP Paribas |