Martin Marietta Materials, Inc. (MLM)

Martin Marietta Materials beat expectations on both the top and bottom line in the second fiscal quarter of 2026, reported July 30, as revenue rose 7.5% to about $2.0 billion and adjusted EPS came in at $5.00. Revenue of about $2.0 billion topped the roughly $1.9 billion consensus by 4.1%, while adjusted EPS of $5.00 beat the $4.76 estimate by 5.0% even as it slipped 7.9% from $5.43 a year ago. Net income fell 22% to about $256 million from about $328 million a year earlier, with operating income reaching about $379 million and operating margin near 20% while gross margin held around 25%. The company generated operating cash flow of $204 million and paid $51 million in dividends. Consensus for the next period calls for EPS of $7.14 on revenue of $2.15 billion.