| MLM |
Report |
Adj. EBITDA (Q2 2026) |
BEAT |
pred ~$645M vs. cons $626M |
MEDIUM |
| MLM |
Report |
Aggregates Volume (Q2 2026) |
BEAT |
pred ~60.5M tons vs. cons 59.6M tons |
MEDIUM |
| MLM |
Report |
Aggregates ASP (Q2 2026) |
BEAT |
pred ~$23.85/ton vs. cons $23.62/ton |
MEDIUM |
| MLM |
Guide |
FY 2026 Adj. EBITDA cont. ops (FY 2026) |
BETTER |
guide ~$2.50B midpoint vs. cons $2.411B |
MEDIUM |
| MLM |
Guide |
FY 2026 Aggregates Volume (FY 2026) |
BETTER |
guide to high end ~3% vs. cons 223.8M tons |
MEDIUM |
| MLM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| MLM |
Return |
5-day cumulative residual |
+3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — estimate upgrades on H2 out-period math improvement (~$70M H2 consensus lift); Lhoist overhang limits but does not reverse the move |
MEDIUM |