MLM · 10-Q · 2026Q3 · Full report

Revenue Performance and Mix

MARTIN MARIETTA MATERIALS INC · 2026-11-04 · Importance 59 · Surprise 48 · In source text

For the third quarter of 2026, consolidated revenue was $2.369 billion versus $1.846 billion a year earlier, with Building Materials revenue of $2.007 billion and Specialties revenue of $362 million. Aggregates revenue rose 14% to $1.662 billion as shipments increased 15.9% to a record 67.1 million tons, while reported ASP fell 3.6% to $22.41 per ton because acquired operations had below-average ASP; organic ASP rose 1.0%, or 2.7% on a mix-adjusted basis. Other Building Materials revenue increased 14% to $399 million, and Specialties generated record revenue of $362 million, with organic revenue growth of 11%. For the first nine months, total revenue increased to $5.678 billion from $4.617 billion; aggregates revenue rose 15% to $4.337 billion, Other Building Materials revenue increased 10% to $819 million, and Specialties revenue reached $656 million, up 68% with LNA contributions.

Key facts

• Third-quarter 2026 results included strong contributions from recent acquisitions, partly offset by inflationary cost pressures and softer market demand across Martin Marietta’s heritage operations; acquired operations contributed to record quarterly revenues and acquisition mix reduced reported aggregates ASP. source
• Martin Marietta’s third-quarter aggregates shipments increased 15.9% to a record 67.1 million tons, driven by acquisition contributions. source
• Third-quarter aggregates ASP declined from the prior-year quarter primarily because acquired operations have ASPs below the company average; organic ASP increased 1.0%, or 2.7% on a mix-adjusted basis. source

Impact estimates