Martin Marietta Materials, Inc.

NYSE:MLM 株式レポート

時価総額：US$37.0b

Martin Marietta Materials 将来の成長

Future 基準チェック /16

Martin Marietta Materials利益と収益がそれぞれ年間10.8%と8.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12.2% 15.8%なると予測されています。

主要情報

10.8%

収益成長率

15.76%

EPS成長率

Basic Materials 収益成長11.2%
収益成長率8.3%
将来の株主資本利益率12.21%
アナリストカバレッジ

Good

最終更新日07 May 2026

今後の成長に関する最新情報

Recent updates

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.
Seeking Alpha • Mar 21

Martin Marietta: A Bet On Non-Residential Building Demand, As Operating Margins Improve

Summary Martin Marietta is upgraded to a buy, driven by strong operating margins, positive FY26 EBITDA guidance, and robust dividend growth. Despite macro headwinds in residential construction and bearish sector outlooks, MLM's scale positions it to capitalize on non-residential demand, including infrastructure and data centers. MLM boasts investment-grade credit ratings, a low and declining debt-to-equity ratio, and a 10-year dividend CAGR of 7.4% with a conservative 17.3% payout ratio. My forecast expects ~19% price upside by Dec. 2027, complemented by Wall Street’s even more bullish consensus, despite technical chart trends pointing to a neutral stance in the near term. Read the full article on Seeking Alpha
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.
分析記事 • Jul 09

Martin Marietta Materials, Inc.'s (NYSE:MLM) Price In Tune With Earnings

Martin Marietta Materials, Inc.'s ( NYSE:MLM ) price-to-earnings (or "P/E") ratio of 31.6x might make it look like a...
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 Alpha
Seeking 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
Seeking 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 Alpha
Seeking Alpha • Aug 20

Martin Marietta: Headwinds, High Valuation Ratios, And Lack Of Insider Buying Activity

Summary Martin Marietta Materials reported challenging Q2 2024 results with lower-than-expected revenue and EPS due to inventory adjustments, weather disruptions, and high-interest rates. The acquisition of Blue Water Industries led to a $20 million gross profit decline due to markup in their inventories, artificially increasing costs and reducing profit margins. The company appears overvalued compared to its sector, and the lack of insider buying activity, coupled with significant insider selling, raises some concerns. Therefore, my rating for this stock is a Hold until some of the headwinds ease, the share price recovers from the pullback, and (ideally) insiders begin buying shares in their company. Read the full article on Seeking Alpha
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新しいナラティブ • Aug 19

Decisive Acquisitions And Solid Market Fundamentals Set The Stage For Robust Growth

Acquisition of operations from Blue Water Industries and the synergy from integrating recent acquisitions significantly enhance Martin Marietta Materials' market share and operational efficiency.

業績と収益の成長予測

NYSE:MLM - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20288,2171,6641,6542,3158
12/31/20277,6331,3991,5812,14520
12/31/20267,1131,7661,2661,70119
3/31/20266,3509651,0341,794N/A
12/31/20256,1509909781,785N/A
9/30/20256,9031,1841,0071,842N/A
6/30/20256,6991,1209631,891N/A
3/31/20255,5738746171,505N/A
12/31/20245,6621,8156041,459N/A
9/30/20245,8581,8555201,328N/A
6/30/20246,2101,9894861,182N/A
3/31/20246,6742,1108631,539N/A
12/31/20235,8519918781,528N/A
9/30/20236,6461,0997671,404N/A
6/30/20236,4639606701,224N/A
3/31/20236,284966466982N/A
12/31/20226,161856509991N/A
9/30/20226,089825507918N/A
6/30/20225,740789552983N/A
3/31/20225,3946616631,116N/A
12/31/20215,4147027151,138N/A
9/30/20214,7917297161,146N/A
6/30/20214,5697687211,118N/A
3/31/20214,4637607691,135N/A
12/31/20204,4327206901,050N/A
9/30/20204,3466696391,000N/A
6/30/20204,4286236441,006N/A
3/31/20204,435594587955N/A
12/31/20194,422611N/A966N/A
9/30/20194,354574N/A913N/A
6/30/20194,173506N/A801N/A
3/31/20194,105502N/A718N/A
12/31/20183,980469N/A705N/A
9/30/20183,936751N/A681N/A
6/30/20183,816722N/A666N/A
3/31/20183,684679N/A689N/A
12/31/20173,724711N/A658N/A
9/30/20173,701434N/A686N/A
6/30/20173,717441N/A709N/A
3/31/20173,635421N/A695N/A
12/31/20163,579424N/A689N/A
9/30/20163,469408N/A675N/A
6/30/20163,435366N/A656N/A
3/31/20163,370327N/A606N/A
12/31/20153,268288N/A581N/A
9/30/20153,267268N/A500N/A
6/30/20153,180205N/A438N/A

アナリストによる今後の成長予測

収入対貯蓄率: MLMの予測収益成長率 (年間10.8% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: MLMの収益 ( 10.8% ) US市場 ( 16.6% ) よりも低い成長が予測されています。

高成長収益: MLMの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: MLMの収益 ( 8.3% ) US市場 ( 11.5% ) よりも低い成長が予測されています。

高い収益成長: MLMの収益 ( 8.3% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: MLMの 自己資本利益率 は、3年後には低くなると予測されています ( 12.2 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/07 10:04
終値2026/05/07 00:00
収益2026/03/31
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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. 20 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。37

アナリスト機関
Adam SeidenBarclays
Daniel WangBerenberg
Paul RogerBNP Paribas