| MLM |
Report |
Operating EPS |
BEAT |
pred ~$5.05 vs. cons $4.94 |
MEDIUM |
| MLM |
Report |
Operating EBITDA |
BEAT |
pred ~$635M vs. cons $626M |
MEDIUM |
| MLM |
Report |
Aggregates shipments |
IN-LINE |
pred ~59.3M tons vs. cons 59.64M tons |
MEDIUM |
| MLM |
Guide |
Adjusted EBITDA from continuing operations (FY26) |
UNCHANGED |
guide ~$2.36B-$2.50B vs. cons $2.411B |
MEDIUM |
| MLM |
Guide |
Total aggregates volume growth (FY26) |
UNCHANGED |
guide ~12.8% vs. cons ~12.7% |
MEDIUM |
| MLM |
Guide |
Organic ASP / price-cost commentary (FY26) |
BETTER |
guide ~5% organic ASP growth vs. cons UNVERIFIED |
LOW |
| MLM |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
LOW |
| MLM |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — FY maintenance after a beat leaves forward estimates exposed |
LOW |