Martin Marietta Materials, Inc.

NYSE:MLM 주식 리포트

시가총액: US$32.5b

Martin Marietta Materials 과거 순이익 실적

과거 기준 점검 3/6

Martin Marietta Materials은 연평균 12.7%의 비율로 수입이 증가해 온 반면, Basic Materials 산업은 수입이 13.7% 증가했습니다. 매출은 연평균 5.2%의 비율로 증가했습니다. Martin Marietta Materials의 자기자본이익률은 8.5%이고 순이익률은 15.2%입니다.

핵심 정보

12.74%

순이익 성장률

13.30%

주당순이익(EPS) 성장률

Basic Materials 산업 성장률19.98%
매출 성장률5.20%
자기자본이익률8.54%
순이익률15.20%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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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새로운 내러티브 • 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.

매출 및 비용 세부 내역

Martin Marietta Materials가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.

순이익 및 매출 추이

NYSE:MLM 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 266,3509654370
31 Dec 256,1509904310
30 Sep 256,9031,1844420
30 Jun 256,6991,1204340
31 Mar 255,5738744200
31 Dec 245,6621,8154130
30 Sep 245,8581,8554330
30 Jun 246,2101,9894390
31 Mar 246,6742,1104440
31 Dec 235,8519914120
30 Sep 236,6461,0994070
30 Jun 236,4639603970
31 Mar 236,2849663840
31 Dec 226,1618563740
30 Sep 226,0898253770
30 Jun 225,7407893650
31 Mar 225,3946613450
31 Dec 215,4147023290
30 Sep 214,7917293240
30 Jun 214,5697683120
31 Mar 214,4637603010
31 Dec 204,4327203020
30 Sep 204,3466692870
30 Jun 204,4286232980
31 Mar 204,4355943060
31 Dec 194,4226113080
30 Sep 194,3545743030
30 Jun 194,1735062950
31 Mar 194,1055022900
31 Dec 183,9804692840
30 Sep 183,9367512820
30 Jun 183,8167222710
31 Mar 183,6846792740
31 Dec 173,7247112710
30 Sep 173,7014342710
30 Jun 173,7174412650
31 Mar 173,6354212530
31 Dec 163,5794242530
30 Sep 163,4694082300
30 Jun 163,4353662300
31 Mar 163,3703272270
31 Dec 153,2682882110
30 Sep 153,2672682710
30 Jun 153,1802052640

양질의 수익: MLM는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: MLM의 현재 순 이익률 (15.2%)은 지난해 (15.7%)보다 낮습니다.

잉여현금흐름 대비 순이익 분석

과거 순이익 성장 분석

수익추이: MLM의 수익은 지난 5년 동안 연평균 12.7% 증가했습니다.

성장 가속화: 지난 1년간 MLM 의 수익 증가율(10.4%)은 5년 평균(연간 12.7%)보다 낮습니다.

수익 대 산업: MLM의 지난 1년 수익 증가율(10.4%)은 Basic Materials 업계의 9.7%를 상회했습니다.

자기자본이익률

높은 ROE: MLM의 자본 수익률(8.5%)은 낮음으로 평가됩니다.

총자산이익률

투하자본수익률

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 07:40
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

Martin Marietta Materials, Inc.는 37명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Adam SeidenBarclays
Daniel WangBerenberg
Paul RogerBNP Paribas