| MLM |
Report |
Adjusted EPS |
BEAT |
pred ~$5.15 vs. cons $5.00 |
MEDIUM |
| MLM |
Report |
Revenue |
BEAT |
pred ~$1.91bn vs. cons $1.89bn |
MEDIUM |
| MLM |
Report |
Adjusted EBITDA |
BEAT |
pred ~$650m vs. cons $637m |
MEDIUM |
| MLM |
Guide |
FY2026 adjusted EBITDA guidance |
BETTER |
guide ~$2.48bn vs. cons $2.42bn (FY2026) |
MEDIUM |
| MLM |
Guide |
FY2026 revenue guidance |
BETTER |
guide ~$7.24bn vs. cons $7.12bn (FY2026) |
MEDIUM |
| MLM |
Guide |
FY2026 organic aggregates volume growth guidance |
BETTER |
guide ~3.0% vs. cons 2.0% (FY2026) |
LOW |
| MLM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| MLM |
Return |
5-day cumulative residual |
+5.0% (FOLLOW-THROUGH) |
FY2026 EBITDA guide of ~$2.48bn versus ~$2.42bn consensus implies upward out-period EBITDA and EPS revisions, while a ~$650m EBITDA print versus ~$637m consensus validates volume, pricing, and acquired-asset contribution despite fuel and purchase-accounting noise. |
MEDIUM |