Live Report · Updated March 4, 2026

Air Products vs Martin Marietta

Air Products & Chemicals Inc. and Martin Marietta Materials, Inc. are compared on this page to show differences in business models, financial performance, and market context in a neutral, accessible way. The content aims to inform readers about how the two companies operate and perform, without guidance or recommendations. Educational content, not financial advice.

Air Products & Chemicals Inc. and Martin Marietta Materials, Inc. are compared on this page to show differences in business models, financial performance, and market context in a neutral, accessible w...

Comparison Snapshot

Key Financial Metrics

APD

Metric

MLM

$60.79B

Market Cap

$39.61B

7.04%

Potential Profit

4.00%

Buy

Analyst Rating

Buy

Why It's Moving

Air Products Surges on Stellar Q1 Earnings Beat and NASA Hydrogen Deal

EPS jumped 10% year-over-year to $3.16, beating Wall Street's $3.04 call and signaling operational strength amid industrial gas demand.
New supply agreements with NASA for liquid hydrogen highlight growing traction in space and clean energy sectors.
Company held firm on full-year EPS outlook while hiking quarterly dividend to $1.81 per share, marking 44 straight years of increases.

Sentiment:

🐃Bullish

Martin Marietta Faces Headwinds as 2026 Growth Outlook Trails Expectations

Q4 revenue hit $1.534B, up 9% year-over-year but missing the $1.589B consensus, while EPS edged past forecasts at $4.62 versus $4.59.
FY26 sales outlook set at $6.42B-$6.78B, under the street's $6.967B view, reflecting persistent 20% shortfall in housing and nonres starts from post-COVID highs.
Company returned $647M to shareholders in 2025 via dividends and buybacks, bolstering balance sheet with $1.79B in operating cash flow.

Sentiment:

🐻Bearish

Air Products Surges on Stellar Q1 Earnings Beat and NASA Hydrogen Deal

EPS jumped 10% year-over-year to $3.16, beating Wall Street's $3.04 call and signaling operational strength amid industrial gas demand.
New supply agreements with NASA for liquid hydrogen highlight growing traction in space and clean energy sectors.
Company held firm on full-year EPS outlook while hiking quarterly dividend to $1.81 per share, marking 44 straight years of increases.

Sentiment:

🐃Bullish

Martin Marietta Faces Headwinds as 2026 Growth Outlook Trails Expectations

Q4 revenue hit $1.534B, up 9% year-over-year but missing the $1.589B consensus, while EPS edged past forecasts at $4.62 versus $4.59.
FY26 sales outlook set at $6.42B-$6.78B, under the street's $6.967B view, reflecting persistent 20% shortfall in housing and nonres starts from post-COVID highs.
Company returned $647M to shareholders in 2025 via dividends and buybacks, bolstering balance sheet with $1.79B in operating cash flow.

Sentiment:

🐻Bearish

Investment Analysis

Air Products

APD

Pros

Air Products has maintained positive GAAP earnings per share growth, with a 4% increase in Q3 FY25 EPS to $3.24.
The company is a leading supplier of gases for industrial and medical uses, giving it a strong market position in a niche sector.
Analyst consensus remains favorable with an average price target implying over 24% upside from current levels.

Considerations

Recent quarterly earnings and revenue missed consensus estimates, with the company surpassing EPS estimates only once in the last four quarters.
Shares have declined approximately 18% year-to-date, underperforming the broader market significantly.
Fiscal 2025 reported a substantial operating loss of $877 million, reflecting notable financial challenges.

Martin Marietta

MLM

Pros

Martin Marietta is one of the largest US producers of construction aggregates, with diverse operations including cement and asphalt production.
The company beat Q3 2025 EPS expectations, reporting $6.85 despite revenue falling short, demonstrating underlying profitability strength.
Martin Marietta has strong market presence in key US regions like Texas and Colorado, supporting stable demand.

Considerations

Martin Marietta’s stock price has shown modest long-term gains but is forecasted by some models to decline over the next year.
The company faces risks from political uncertainty and potential cuts in publicly funded infrastructure projects, which are important demand drivers.
Revenue missed expectations in Q3 2025 by more than 10%, indicating potential top-line pressure.

Related Market Insights

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Related Market Insights

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About The Companies

Air Products (APD)

Air Products and Chemicals, Inc. is an industrial gases company. The Company is focused on serving energy, environmental, and emerging markets. Its base business provides essential industrial gases, related equipment and applications expertise to customers in dozens of industries, including refining, chemicals, metals, electronics, manufacturing, and food. The Company also develops, engineers, builds, owns and operates clean hydrogen projects supporting the transition to low- and zero-carbon energy in the heavy-duty transportation and industrial sectors. In addition, the Company provides turbomachinery, membrane systems and cryogenic containers globally. The Company has operations in approximately 50 countries. Its industries include aerospace, analytical labs & research/science, automotive, beverages, bioenergy, biotechnology, cement and lime, chemicals, electronics, food, glass and frit, hydrogen energy, medical, metals and materials processing, metals production, medical and others.

Martin Marietta (MLM)

Martin Marietta Materials, Inc. (MLM) is a leading US supplier of aggregates and heavy building materials used in construction, infrastructure and road projects. With a market capitalisation of about $38.12 billion, the company operates quarries, sand and gravel pits, and cement operations across North America. Investors typically watch MLM for exposure to infrastructure spending, housing activity and public works programmes that drive demand for its products. Strengths can include scale, geographic footprint and long-term customer contracts, while risks stem from the cyclical nature of construction, sensitivity to interest rates, raw-material and energy costs, and environmental or permitting challenges. The stock may suit investors seeking cyclical industrial exposure and dividend income, but it is not appropriate for everyone. This is general educational information, not personalised financial advice; returns are not guaranteed and capital can fall as well as rise. Consider your objectives, risk tolerance and time horizon, and consult a financial professional before investing.

Air Products (APD) Next Earnings Date

Air Products and Chemicals (APD) is scheduled to report its next earnings on Apr. 30, 2026, covering Q2 2026. This follows the Q1 2026 release on Jan. 30, 2026, aligning with the company's typical late-month quarterly pattern. Analysts project EPS of $3.05 for this upcoming report.

Martin Marietta (MLM) Next Earnings Date

Martin Marietta Materials (MLM) is expected to report its next earnings on April 29, 2026, covering the first quarter of 2026. The company typically announces earnings in late April based on its historical reporting schedule. This upcoming release will provide insight into MLM's operational performance and financial results for the quarter ending March 31, 2026.

Air Products (APD) Next Earnings Date

Air Products and Chemicals (APD) is scheduled to report its next earnings on Apr. 30, 2026, covering Q2 2026. This follows the Q1 2026 release on Jan. 30, 2026, aligning with the company's typical late-month quarterly pattern. Analysts project EPS of $3.05 for this upcoming report.

Martin Marietta (MLM) Next Earnings Date

Martin Marietta Materials (MLM) is expected to report its next earnings on April 29, 2026, covering the first quarter of 2026. The company typically announces earnings in late April based on its historical reporting schedule. This upcoming release will provide insight into MLM's operational performance and financial results for the quarter ending March 31, 2026.

Which Baskets Do They Appear In?

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Which Baskets Do They Appear In?

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Air Products vs Martin Marietta

Comparison Snapshot

Why It's Moving

Air Products Surges on Stellar Q1 Earnings Beat and NASA Hydrogen Deal

Martin Marietta Faces Headwinds as 2026 Growth Outlook Trails Expectations

Air Products Surges on Stellar Q1 Earnings Beat and NASA Hydrogen Deal

Martin Marietta Faces Headwinds as 2026 Growth Outlook Trails Expectations