Herbalife Stock Surges 18% After Earnings Beat. Here’s What Changed
Herbalife (HLF) stock surged 18.32% after reporting fourth-quarter results that surpassed expectations, with adjusted EPS of $0.45 and net sales up 6.3% to $1.3 billion. The positive investor sentiment was further fueled by Cristiano Ronaldo's $7.5 million strategic investment and 10% equity stake in Herbalife’s Pro2col™ technology, aligning with the company's expansion into personalized nutrition. Despite analyst price targets averaging $14.25 below the current share price and a leveraged balance sheet, investors are focusing on near-term earnings stability and strong operating profitability, with analysts forecasting a 19.5% forward EPS CAGR.
Key facts: Martin Marietta reports 9% revenue rise; announces dividend
Martin Marietta Materials Inc. announced a 9% rise in revenue to $6.15 billion in 2025, driven by increased shipments and strong aggregates pricing, resulting in a gross profit of $1.89 billion. The company also declared a quarterly cash dividend of $0.83 per share, payable on March 31, 2026, to shareholders of record as of March 2, 2026.
Comfort Systems Q4 Earnings & Revenues Beat, Backlog Up Y/Y, Stock Up
Comfort Systems USA, Inc. (FIX) reported stellar fourth-quarter 2025 results, with adjusted earnings and revenues significantly beating Zacks Consensus Estimates and growing year over year. The company's stock rose 4.8% after the announcement, driven by strong demand in the public infrastructure market, growth in the technology sector, particularly data centers, and contributions from recent acquisitions. FIX remains optimistic about continued growth in 2026, anticipating increased market demand for public infrastructure.
Bear of the Day: Martin Marietta Materials (MLM)
Martin Marietta Materials (MLM) has been designated a "Strong Sell" by Zacks Investment Research due to a recent earnings miss and downward revisions to future earnings estimates. Despite a significant stock rally and record aggregates profitability, the company faces persistent weakness in core demand drivers like housing and nonresidential construction. Technical analysis also suggests potential downside risk if key support levels are breached, making the stock's risk/reward profile increasingly unfavorable.
Bear of the Day: Martin Marietta Materials (MLM)
Martin Marietta Materials (MLM) has been designated as a Zacks Rank #5 (Strong Sell) due to a recent earnings miss, indicating a potential top to its stock rally. The company reported a 17% EPS miss in Q4, and its 2026 guidance shows slowing aggregate shipment growth and revenue below consensus, influenced by weakness in single-family housing and nonresidential construction. Earnings estimates have subsequently been lowered across all time frames, suggesting a challenging risk/reward profile for investors.
Martin Marietta Materials Keeps Quarterly Dividend of $0.83 per Share, Payable March 31 to Holders of Record March 2
Martin Marietta Materials, Inc. announced it will maintain its quarterly dividend of $0.83 per share. This dividend is payable on March 31, 2026, to shareholders of record as of March 2, 2026. The company, a major producer of construction materials, also released information regarding recent analyst price target adjustments and an executive appointment.
Quarterly payout: Martin Marietta to send $0.83 a share on Mar. 31, 2026
Martin Marietta (NYSE: MLM) has declared a regular quarterly cash dividend of $0.83 per share. The dividend is payable on March 31, 2026, to shareholders of record as of March 2, 2026. The company, a leading supplier of aggregates and building materials, made this announcement on February 19, 2026.
Martin Marietta Declares Quarterly Cash Dividend
Martin Marietta Materials, Inc. (NYSE: MLM) has declared a regular quarterly cash dividend of $0.83 per share on its outstanding common stock. This dividend is payable on March 31, 2026, to shareholders of record as of March 2, 2026. Martin Marietta is a leading supplier of aggregates and other building materials, with operations across 28 states, Canada, and The Bahamas.
Martin Marietta Declares Quarterly Cash Dividend
Martin Marietta Materials, Inc. (NYSE: MLM) announced that its board of directors has declared a regular quarterly cash dividend of $0.83 per share. This dividend is payable on March 31, 2026, to shareholders of record as of March 2, 2026. Martin Marietta is a leading supplier of aggregates and other building materials, with operations across 28 states, Canada, and The Bahamas.
MARTIN MARIETTA MATERIALS INC SEC 10-K Report
Martin Marietta Materials Inc. has released its 2025 Form 10-K report, revealing strong financial performance with $6,150 million in revenues and a focus on aggregates-led growth and strategic acquisitions. The company detailed its financial highlights, business initiatives, and an outlook anticipating continued strong demand in nonresidential construction for 2026. However, the report also outlined various challenges and risks, including market cyclicality, operational sensitivities to weather, and regulatory changes, which the company aims to mitigate through strategic planning and investments.
Amrize sales hold steady for 2025
Amrize reported a slight increase in sales for 2025, reaching $11.8 billion, while net income decreased to $1.18 billion. The company, which was spun off from Holcim, invested $788 million in capital expenditures and announced a $1 billion share repurchase program. Despite a slight decrease in overall cement and aggregate volumes for the year, the company saw growing customer demand and positive pricing, setting guidance for accelerating demand in 2026.
Bear of the Day: Martin Marietta Materials (MLM)
Martin Marietta Materials (MLM), a building materials company, has been designated as a Zacks Rank #5 (Strong Sell) due to a recent Q4 earnings miss and declining earnings estimates across all time frames. Despite a significant stock rally and strong technical support, the company faces headwinds from persistent weakness in core demand drivers like housing and nonresidential construction. This suggests a skewed risk/reward profile towards downside potential for investors.
Roku and Martin Marietta Materials have been highlighted as Zacks Bull and Bear of the Day
Zacks Equity Research has named Roku (ROKU) as the Bull of the Day due to its improving fundamental picture, strong Q4 earnings beat, and positive analyst estimates, suggesting a potential breakout in 2026. Conversely, Martin Marietta Materials (MLM) is labeled the Bear of the Day following an earnings miss, weak Q4 performance, and downward revisions in analyst estimates, signaling potential downside risk despite recent stock rallies. The article also touches on the natural gas market's recent price collapse and highlights potential investment opportunities in companies like The Williams Companies, Comstock Resources, and Expand Energy.
Roku and Martin Marietta Materials have been highlighted as Zacks Bull and Bear of the Day
Zacks Equity Research has named Roku (ROKU) as its Bull of the Day, citing improved fundamentals, strong quarterly results, and a potential breakout in 2026. Conversely, Martin Marietta Materials (MLM) has been designated the Bear of the Day due to an earnings miss, falling estimates, and a soft outlook for traditional construction markets. The article also touches on the natural gas market, suggesting that investors monitor names like The Williams Companies (WMB), Comstock Resources (CRK), and Expand Energy (EXE) amidst recent price volatility and underlying supply tightness.
Knife River Corporation (NYSE:KNF) Q4 2025 Earnings Call Transcript
Knife River Corporation reported strong Q4 and full-year 2025 results, exceeding earnings expectations with a reported EPS of $0.56 against an expected $0.41. The company achieved its most profitable year ever, growing adjusted EBITDA by 7% to $497 million, completing five acquisitions, and enhancing its competitive edge initiatives. Looking ahead to 2026, Knife River forecasts consolidated revenue between $3.3 billion and $3.5 billion and adjusted EBITDA between $520 million and $560 million, driven by strategic growth, robust backlog, and ongoing operational improvements, particularly in aggregates and vertically integrated operations.
Martin Marietta Materials’s Q4 Earnings Call: Our Top 5 Analyst Questions
Martin Marietta Materials reported a Q4 performance that missed revenue and GAAP profit expectations, primarily due to softness in private construction markets. Despite this, its core aggregates business achieved record profitability. Analysts focused on federal highway funding, EBITDA guidance, volume growth drivers like infrastructure and data centers, quote-to-order conversion rates, and the expected benefits of network optimization initiatives.
Martin Marietta Materials's Q4 Earnings Call: Our Top 5 Analyst Questions
Martin Marietta Materials faced a negative market response to its Q4 earnings, missing revenue and GAAP profit expectations due to softness in private construction. Despite challenges in housing and nonresidential sectors, the core aggregates business achieved record profitability. Analysts focused on federal highway funding, EBITDA guidance, volume growth drivers, data center backlog, and network optimization benefits.
Martin Marietta Materials’s Q4 Earnings Call: Our Top 5 Analyst Questions
Martin Marietta Materials' Q4 earnings underperformed Wall Street expectations due to weakness in private construction and downstream businesses, despite record profitability in its core aggregates segment. Analyst questions focused on federal highway funding, EBITDA guidance, volume growth drivers, data center backlog, and network optimization benefits. Key catalysts for future quarters include infrastructure spending, network optimization savings, and residential construction recovery.
Stifel Adjusts Price Target on Martin Marietta Materials to $712 From $703, Maintains Buy Rating
Stifel has increased its price target for Martin Marietta Materials (MLM) to $712 from $703, while reaffirming a Buy rating on the stock. This adjustment comes amidst other analyst actions on the company, reflecting ongoing evaluations of its financial outlook and market position. Martin Marietta Materials is a leading producer of aggregates and construction materials in the US.
Vulcan’s Earnings Are Dragging Down Construction Materials Stocks.
Vulcan Materials' recent earnings report, while showing improvement, did not meet investor expectations, leading to downward pressure on other construction materials stocks. The company's performance is influencing the broader sector.
Vulcan Materials (NYSE:VMC) Misses Q4 CY2025 Revenue Estimates, Stock Drops
Vulcan Materials (NYSE:VMC) reported Q4 CY2025 revenue of $1.91 billion, missing analyst estimates, and an adjusted EPS of $1.70, significantly below expectations. The company also provided FY2026 EBITDA guidance below analyst consensus. Following these results, the stock price dropped by 7.6%.
Martin Marietta Materials, Inc. (NYSE:MLM) Q4 2025 earnings call transcript
This document is an earnings call transcript for Martin Marietta Materials, Inc. (NYSE:MLM) for the fourth quarter of 2025. It provides a detailed account of the company's financial performance and discussions during the call.
Knife River earnings in focus: Can margin recovery take hold?
Knife River Corp. is set to announce its Q4 and full-year 2025 earnings, with investors keenly watching for signs of margin recovery after a challenging year. Analysts expect $0.41 EPS on $651 million revenue, and the company's margin compression is a key focus for investors to determine if it's a temporary or structural issue. The report is crucial for management to demonstrate that 2025's setbacks are overcome and that Knife River is poised to narrow the valuation gap with industry leaders.
Eagle Materials (NYSE:EXP) Earns "Underweight" Rating from JPMorgan Chase & Co.
JPMorgan Chase & Co. has reissued an "underweight" rating for Eagle Materials (NYSE:EXP) and lowered its price target from $230.00 to $215.00, suggesting a potential 8.5% downside. This comes after Eagle Materials missed Q4 earnings per share estimates, reporting $3.22 versus an estimated $3.32, with a slight year-over-year revenue decrease. The consensus rating for the construction company among analysts is "Hold" with a target price of $230.40, indicating mixed but cautious sentiment.
What To Expect From Vulcan Materials's (VMC) Q4 Earnings
Vulcan Materials (VMC) is set to report its Q4 earnings on Tuesday. Analysts anticipate a 4.9% year-on-year revenue growth to $1.94 billion and adjusted earnings of $2.11 per share. The company has a history of missing revenue estimates, but recent peer results and positive sentiment in the building materials segment suggest a strong outlook.
How Dividend Hike, Buybacks and New Institutional Stake At Eagle Materials (EXP) Has Changed Its Investment Story
Eagle Materials (EXP) has declared a quarterly cash dividend of $0.25 per share and recently saw Black Creek Investment Management Inc. acquire a significant stake. This, combined with strong cement and aggregates volume growth, highlights the company's commitment to capital deployment for operations and shareholder returns. The article suggests these factors, alongside disciplined balance sheet management, will influence the company's investment narrative, although near-term performance remains tied to U.S. construction cycles and wallboard demand.
Pelham Capital Ltd. Has $18.94 Million Stake in Martin Marietta Materials, Inc. $MLM
Pelham Capital Ltd. significantly increased its stake in Martin Marietta Materials (NYSE: MLM) by 57.1% to 30,052 shares, now valued at $18.94 million and representing 9.4% of its portfolio. This increased investment comes despite Martin Marietta missing Q4 earnings and revenue estimates and issuing a cautious 2026 sales outlook, which has led to mixed analyst reactions and some downgrades. The company's stock, trading near $679 with a $41 billion market cap, is still viewed by some analysts with continued conviction, supported by its strategic SOAR 2030 plan.
TimesSquare Capital Management LLC Lowers Stock Position in Martin Marietta Materials, Inc. $MLM
TimesSquare Capital Management LLC reduced its stake in Martin Marietta Materials, Inc. (NYSE:MLM) by 10.9% in the third quarter, now holding 95,704 shares valued at $60.32 million. Despite this reduction, institutional investors collectively own 95.04% of the company's stock. The article also details recent analyst ratings forecasting a "Moderate Buy" consensus and an average target price of $689.69, alongside a summary of key news including recent earnings miss and a cautious 2026 sales outlook.
Martin Marietta’s Earnings Call Signals Growth Momentum
Martin Marietta Materials (MLM) held its Q4 earnings call, highlighting record 2025 performance, strong cash generation, and disciplined capital allocation. While acknowledging weaknesses in downstream businesses and private construction, management provided conservative 2026 guidance, expecting robust infrastructure and data center demand, alongside internal efficiency gains, to offset near-term headwinds. The company remains focused on strategic M&A and buybacks, with cautious optimism despite policy uncertainties and industry softness.
Martin Marietta’s Earnings Call Signals Growth Momentum
Martin Marietta Materials reported record financial, operational, and safety performance for 2025, driven by strong aggregates growth and specialized segment success. The company's 2026 guidance is highlighted as conservative, anticipating continued growth from infrastructure and data center demand despite headwinds in private construction and downstream segments. Management also emphasized disciplined capital allocation, a strong balance sheet, and a focus on efficiency gains to drive future shareholder value.
Caprock Group LLC Buys Shares of 2,604 Martin Marietta Materials, Inc. $MLM
Caprock Group LLC has acquired 2,604 shares of Martin Marietta Materials (NYSE:MLM), valued at approximately $1.605 million, marking a new position for the institutional investor. Despite the company missing Q4 earnings and revenue estimates and issuing a cautious 2026 sales outlook, analysts maintain a "Moderate Buy" consensus with a $689.69 average price target. Institutional investors and hedge funds collectively own about 95.04% of the stock.
Martin Marietta Materials stock price target lowered by Stephens to $735
Stephens lowered its price target for Martin Marietta Materials (NYSE:MLM) to $735 from $740, while maintaining an Overweight rating. This adjustment followed Martin Marietta’s Q4 results which missed Stephens’ estimates, particularly in aggregates growth and profit per ton, and consolidated EBITDA guidance falling short. Despite the lowered price target and recent earnings miss, Stephens noted that a "reasonable bar has been set for the year," implying low teens earnings growth, and highlighted positive factors like the pending Quikrete swap.
Bedrock of the Economy: Martin Marietta’s Q4 Results Signal a Multi-Year Infrastructure Supercycle
Martin Marietta Materials (NYSE: MLM) reported its Q4 2025 earnings, revealing strong performance in its aggregates business despite a cooling residential market. The company is benefiting from a multi-year infrastructure supercycle driven by federal infrastructure projects, AI data center construction, and American manufacturing re-shoring. With strategic shifts towards high-margin aggregates and a pending asset exchange, Martin Marietta is well-positioned for sustained growth, focusing on strategic M&A and capital returns.
Expert Outlook: Martin Marietta Materials Through The Eyes Of 11 Analysts
Eleven analysts have provided ratings for Martin Marietta Materials (NYSE: MLM) over the past three months, resulting in an average price target of $696.09, a 1.53% increase from the prior average. The company shows strong revenue growth and net margin, but its Return on Equity is below industry standards. Detailed analyst actions indicate various adjustments to ratings and price targets based on market conditions.
Bedrock of the Economy: Martin Marietta’s Q4 Results Signal a Multi-Year Infrastructure Supercycle
Martin Marietta Materials (NYSE: MLM) reported Q4 2025 earnings, showcasing strong performance in its core aggregates business despite a revenue miss due to cooling residential construction. The company's results highlight a strategic shift in the U.S. economy, where public-sector spending and specialized private industrial projects, especially related to the Infrastructure Investment and Jobs Act (IIJA) and AI data centers, are driving demand for "hard assets." This signals a multi-year infrastructure supercycle, positioning Martin Marietta and its peers to thrive by leveraging pricing power and strategic portfolio optimization.
Martin Marietta Materials stock price target lowered by Stephens to $735
Stephens has lowered its price target for Martin Marietta Materials (NYSE:MLM) to $735 from $740, while maintaining an Overweight rating. This adjustment follows the company's fourth-quarter results, which missed Stephens' estimates for aggregates pricing, volume growth, and gross profit per ton, as well as falling short on consolidated EBITDA guidance for 2026. Despite the lower target and missed estimates, Stephens noted that "a reasonable bar has been set for the year," implying continued low teens earnings growth, and highlighted positive factors like the pending Quikrete swap closure and Infrastructure Investment and Jobs Act reauthorization discussions.
Martin Marietta Materials stock price target lowered by Stephens to $735 By Investing.com
Stephens has lowered its price target for Martin Marietta Materials (NYSE:MLM) to $735 from $740, while maintaining an Overweight rating. This adjustment follows the company missing Stephens’ fourth-quarter estimates for aggregates average selling price and volume growth, and its consolidated EBITDA guidance for 2026 also fell short of expectations. Despite the lowered target and a premium P/E ratio, Stephens noted positive factors like the pending Quikrete swap closure and Infrastructure Investment and Jobs Act reauthorization discussions, with the company showcasing a 32-year history of dividend payments and 10 consecutive years of dividend raises.
Granite Construction Incorporated (NYSE:GVA) Q4 2025 Earnings Call Transcript
Granite Construction Incorporated (NYSE:GVA) reported its Q4 2025 earnings, missing EPS expectations but achieving significant revenue and profit growth for the full year 2025. The company highlighted a record $7 billion in Committed and Awarded Projects (CAP), strategic investments in its materials business, and successful acquisitions aimed at expanding its footprint and enhancing margins. Executives expressed confidence in hitting 2027 financial targets, driven by robust infrastructure funding and a disciplined operational approach.
Martin Marietta (MLM) Margin Compression Challenges Infrastructure And Data Center Growth Narrative
Martin Marietta Materials (MLM) reported Q3 FY 2025 revenue of US$1.8 billion and basic EPS of US$5.99, but its trailing net profit margin compressed to 17.2% from 31.7% a year ago. This margin compression challenges the bullish narrative of growth driven by infrastructure spending and data centers, as the current valuation (P/E of 33.7x and DCF fair value below current price) appears stretched given the company's recent profitability and earnings volatility. Investors are left to weigh the optimistic growth forecasts against the current pressure on margins.
Martin Marietta Appoints George F. Schoen as Executive Vice President, General Counsel and Corporate Secretary
Martin Marietta Materials, Inc. (NYSE: MLM) has announced the appointment of George F. Schoen as Executive Vice President, General Counsel, and Corporate Secretary, effective March 2026. Schoen, a leading M&A and corporate governance attorney formerly with Cravath, Swaine & Moore LLP, will strengthen the company's leadership as it pursues its strategic plan. CEO Ward Nye highlighted Schoen's extensive experience and strategic advisory skills as key assets for the company.
Assessing Vulcan Materials (VMC) Valuation After Recent Share Price Weakness And Strong Longer Term Gains
Vulcan Materials (VMC) has seen a recent share price decline despite strong longer-term gains, prompting an assessment of its valuation. While a fair value estimate suggests the stock is slightly undervalued at $319.78, its high P/E ratio of 37.6x raises questions about the margin of safety for investors. The article encourages investors to conduct their own analysis, considering both the positive narrative of infrastructure growth and potential risks like project delays or funding disruptions.
Wells Fargo Lowers Price Target on Martin Marietta Materials (MLM)
Wells Fargo maintained an "Equal-Weight" rating on Martin Marietta Materials (MLM) but lowered its price target from $631 to $612, a 3.01% decrease. This adjustment reflects the firm's updated valuation metrics and market conditions. Despite the lowered target, the average target price from 26 analysts for MLM is $683.80, suggesting an upside, while GuruFocus estimates a GF Value of $557.27, indicating a downside.
Martin Marietta Materials, Inc. (NYSE:MLM) Q4 2025 Earnings Call Transcript
Martin Marietta Materials, Inc. (NYSE:MLM) held its Q4 2025 earnings call, reporting that EPS of $3.85 missed expectations of $4.78. Despite challenges in private construction, the company achieved record financial, operational, and safety performance in 2025, driven by its aggregates and specialties businesses. The 2026 outlook anticipates continued strength from infrastructure projects and growth in data centers and energy, offsetting softness in residential and some non-residential construction.
Martin Marietta Q4 Earnings & Revenues Miss Estimates, Stock Down
Martin Marietta (MLM) reported lower-than-expected earnings and revenues for Q4 2025, leading to a 4.5% stock decline in pre-market trading. Despite year-over-year revenue growth driven by strong infrastructure activity and the Aggregates business, elevated costs and a weak residential market impacted profitability. The company's portfolio optimization and "SOAR 2030" initiatives are expected to support long-term growth, and Martin Marietta also provided its guidance for 2026.
Infrastructure Resilience: Martin Marietta’s 2025 Results Signal Continued Strength in US Public Works
Martin Marietta Materials (NYSE: MLM) reported record full-year revenue of $6.15 billion for 2025, a 9% increase over 2024, signaling continued strength in the US public works sector despite residential market challenges. The company's strategic pivot towards high-margin aggregates, including a significant asset exchange with Quikrete Holdings, positions it to benefit from the Infrastructure Investment and Jobs Act (IIJA) tailwinds and an emerging industrial renaissance driven by data centers and manufacturing plants. Martin Marietta's performance underscores how public infrastructure and high-tech industrial projects are offsetting a slowdown in residential building, confirming a multi-year growth trajectory for the public economy.
MLM Q4 Deep Dive: Infrastructure, Data Center, and Cost Initiatives Headline Guidance Reset
Martin Marietta Materials (MLM) missed Q4 CY2025 revenue and adjusted EPS expectations, leading to a negative market response and a guidance reset. Management attributed the shortfall to softness in private construction but highlighted record profitability in core aggregates. The company's future outlook is shaped by public infrastructure investment, accelerating data center demand, and ongoing cost optimization initiatives, with residential and private nonresidential construction remaining headwinds.
Dual-Fuel Diesel - Gas Fuel Delivery Market | Global Industry Analysis & Outlook - 2036
The dual-fuel diesel-gas fuel delivery market is projected to grow from USD 604.0 million in 2026 to USD 1,292.0 million by 2036, at a CAGR of 7.9%. This growth is driven by stricter emissions standards and the pursuit of lower operating costs. Diesel + CNG is expected to dominate the market with a 59.0% share, and new build OEM will lead the sales channel segment.
Martin Marietta Q4 Earnings & Revenues Miss Estimates, Stock Down
Martin Marietta Materials, Inc. (MLM) reported disappointing Q4 2025 results, missing Zacks Consensus Estimates for both earnings and revenue, leading to a 4.5% stock decline in pre-market trading. Despite strong infrastructure activity and growth in its Aggregates business, the company's profitability was impacted by elevated costs and a weak residential market. The report also details the company's 2025 full-year performance, its portfolio optimization moves, and provides guidance for 2026.
Martin Marietta Appoints George F. Schoen as Executive Vice President, General Counsel and Corporate Secretary
Martin Marietta Materials, Inc. (NYSE: MLM) has announced the appointment of George F. Schoen as Executive Vice President, General Counsel, and Corporate Secretary, effective March 2026. Schoen, a renowned M&A and corporate governance attorney formerly with Cravath, Swaine & Moore LLP, will strengthen the company's leadership as it pursues strategic goals. CEO Ward Nye highlighted Schoen's extensive experience and past advisory role to Martin Marietta as key assets.
Lawyer who advised on Disney–Fox deal to head Martin Marietta legal
Martin Marietta (NYSE: MLM) has appointed George F. Schoen as Executive Vice President, General Counsel, and Corporate Secretary, effective March 2026. Schoen, formerly Co-Chair of Cravath’s Global Mergers & Acquisitions practice, brings extensive experience in public-company M&A and governance, having advised on major transactions like Disney/21st Century Fox. His appointment is expected to bolster the company's leadership as it pursues its long-term strategic plan.
