Martin Marietta Materials（MLM）株式概要
マーティン・マリエッタ・マテリアルズ社は、天然資源をベースとする建築資材会社で、米国内外の建設業界に骨材や重量側建材を供給している。 詳細
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Analyst Price Targets
Martin Marietta Materials, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$533.11 |
| 52週高値 | US$710.97 |
| 52週安値 | US$522.19 |
| ベータ | 1.11 |
| 1ヶ月の変化 | -4.73% |
| 3ヶ月変化 | -4.96% |
| 1年変化 | -11.81% |
| 3年間の変化 | 21.41% |
| 5年間の変化 | 39.29% |
| IPOからの変化 | 2,064.91% |
最新ニュース
ナラティブ更新 • Aug 16
MLM: Lhoist Acquisition And Infrastructure Demand Will Support Long Term Upside
Analysts have trimmed their average price targets on Martin Marietta Materials by a few dollars to reflect a slightly higher discount rate and more measured profit margin assumptions, even as they point to solid long term demand drivers and generally reaffirm positive views on the stock. Analyst Commentary Recent research on Martin Marietta Materials shows a mix of optimism and caution, with most firms trimming price targets but maintaining broadly constructive views on the company and its valuation, execution, and growth drivers.Seeking Alpha • Aug 10
Martin Marietta Materials: Aggregate Player Gradually Gains My Interest
Summary Martin Marietta Materials announced a $13.5B acquisition of Lhoist North America, expanding reserves and diversifying end markets. Martin Marietta's leverage will rise to 3.7x EBITDA post-deal, with pro forma EBITDA estimated at $3.5B and a fair 15x multiple paid for Lhoist. Despite 20% YTD topline growth, earnings remain flat due to price declines offsetting volume gains; shares now trade at 27–28x earnings. I remain constructive but cautious, awaiting a better entry point as Martin Marietta's premium valuation persists despite improved business fundamentals. Read the full article on Seeking AlphaRecent updates
ナラティブ更新 • Aug 16
MLM: Lhoist Acquisition And Infrastructure Demand Will Support Long Term Upside
Analysts have trimmed their average price targets on Martin Marietta Materials by a few dollars to reflect a slightly higher discount rate and more measured profit margin assumptions, even as they point to solid long term demand drivers and generally reaffirm positive views on the stock. Analyst Commentary Recent research on Martin Marietta Materials shows a mix of optimism and caution, with most firms trimming price targets but maintaining broadly constructive views on the company and its valuation, execution, and growth drivers.Seeking Alpha • Aug 10
Martin Marietta Materials: Aggregate Player Gradually Gains My Interest
Summary Martin Marietta Materials announced a $13.5B acquisition of Lhoist North America, expanding reserves and diversifying end markets. Martin Marietta's leverage will rise to 3.7x EBITDA post-deal, with pro forma EBITDA estimated at $3.5B and a fair 15x multiple paid for Lhoist. Despite 20% YTD topline growth, earnings remain flat due to price declines offsetting volume gains; shares now trade at 27–28x earnings. I remain constructive but cautious, awaiting a better entry point as Martin Marietta's premium valuation persists despite improved business fundamentals. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 02
MLM: Lhoist Deal And Cost Pressures Will Shape Infrastructure And Housing Outlook
Analysts have nudged their fair value estimate for Martin Marietta Materials slightly lower to about $525 from roughly $532, reflecting updated assumptions that combine a somewhat higher revenue growth outlook with more conservative margin and valuation inputs. Analyst Commentary Recent Street research on Martin Marietta Materials shows a mixed backdrop, with several firms refining price targets and ratings as they reassess growth, margins, and valuation.ナラティブ更新 • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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 Alpha株主還元
| MLM | US Basic Materials | US 市場 | |
|---|---|---|---|
| 7D | -1.0% | -0.8% | -1.2% |
| 1Y | -11.8% | -11.7% | 18.3% |
業界別リターン: MLM過去 1 年間で-11.7 % のリターンをもたらしたUS Basic Materials業界と一致しました。
リターン対市場: MLMは、過去 1 年間で18.3 % のリターンを上げたUS市場を下回りました。
価格変動
| MLM volatility | |
|---|---|
| MLM Average Weekly Movement | 5.1% |
| Basic Materials Industry Average Movement | 5.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: MLM 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: MLMの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1939 | 9,600 | Ward Nye | www.martinmarietta.com |
マーティン・マリエッタ・マテリアルズ社は、天然資源をベースとする建築資材会社で、米国内外の建設業界に骨材と重量側建材を供給している。イースト・グループとウエスト・グループの2つのセグメントで事業を展開している。同社は砕石、砂、砂利製品、生コンクリート、アスファルト、舗装製品およびサービスをインフラプロジェクト、非住宅および住宅建設プロジェクト、鉄道、農業、公共事業、環境産業向けに提供している。また、マグネシアベースの化学製品、ドロマイト石灰も生産しており、主に鉄鋼生産と土壌安定化用の顧客に販売している。同社の化学製品は、難燃剤、廃水処理、パルプ・製紙などの用途に使用されている。同社は1939年に設立され、ノースカロライナ州ローリーに本拠を置く。
Martin Marietta Materials, Inc. 基礎のまとめ
| MLM 基礎統計学 | |
|---|---|
| 時価総額 | US$32.13b |
| 収益（TTM） | US$930.00m |
| 売上高(TTM) | US$6.69b |
34.4x
PER（株価収益率4.8x
P/SレシオMLM は割高か？
公正価値と評価分析を参照収益と収入
| MLM 損益計算書（TTM） | |
|---|---|
| 収益 | US$6.69b |
| 売上原価 | US$4.80b |
| 売上総利益 | US$1.89b |
| その他の費用 | US$958.00m |
| 収益 | US$930.00m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 15.48 |
| グロス・マージン | 28.23% |
| 純利益率 | 13.91% |
| 有利子負債／自己資本比率 | 51.5% |
MLM の長期的なパフォーマンスは？
過去の実績と比較を見る| Martin Marietta Materials 配当日 | |
|---|---|
| 配当落ち日 | Sep 01 2026 |
| 配当支払日 | Sep 30 2026 |
| 配当落ちまでの日数 | 7 days |
| 配当支払日までの日数 | 36 days |
MLM 配当は確実ですか？
MLM 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/24 21:50 |
| 終値 | 2026/08/24 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Martin Marietta Materials, Inc. 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34
| アナリスト | 機関 |
|---|---|
| Adam Seiden | Barclays |
| Harry Goad | Berenberg |
| Paul Roger | BNP Paribas |