Martin Marietta Materials reported fourth-quarter 2025 results with record aggregates revenues, gross profit, and margin. However, the company issued 2026 guidance of $6.42 billion to $6.78 billion in sales, below analyst estimates of $6.967 billion. Fourth-quarter adjusted earnings per share came in at $3.85, missing expectations of $4.68 per share. Quarterly revenue was $1.53 billion, also below projections. For full year 2025, the company reported net income of $1.14 billion on $6.15 billion in revenue. Following the earnings announcement, analyst firms adjusted their price targets. Jefferies raised its target to $761 from $755 while maintaining a Buy rating. DA Davidson lowered its target to $680 from $690 while maintaining a Neutral rating. The company appointed George F. Schoen as Executive Vice President, General Counsel, and Corporate Secretary, effective March 2026.
Read full analysisMartin Marietta Materials reported fourth-quarter 2025 results with record aggregates revenues, gross profit, and margin. However, the company issued 2026 guidance of $6.42 billion to $6.78 billion in sales, below analyst estimates of $6.967 billion. Fourth-quarter adjusted earnings per share came in at $3.85, missing expectations of $4.68 per share. Quarterly revenue was $1.53 billion, also below projections. For full year 2025, the company reported net income of $1.14 billion on $6.15 billion in revenue. Following the earnings announcement, analyst firms adjusted their price targets. Jefferies raised its target to $761 from $755 while maintaining a Buy rating. DA Davidson lowered its target to $680 from $690 while maintaining a Neutral rating. The company appointed George F. Schoen as Executive Vice President, General Counsel, and Corporate Secretary, effective March 2026.
Martin Marietta is one of the largest U.S. suppliers of aggregates (crushed stone, sand, gravel) used in construction, infrastructure, and increasingly data center projects. The stock had rallied to record highs in January on infrastructure optimism and analyst upgrades before this earnings-driven reversal.