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...
Why It's Moving
Analyst Downgrade Spotlights Pricing Woes for Martin Marietta as Earnings Loom.
- DA Davidson shifted from Buy to Neutral, flagging reduced pricing power and risks from delayed surface transportation funding that could crimp project visibility.
- B.Riley initiated at Neutral, praising MLM's 90% pure-play aggregates focus and 85+ years of reserves in high-growth regions but noting shares trade at a premium to peers.
- Baillie Gifford trimmed its stake by 2.9% amid the stock hovering near 52-week highs, while the company confirmed its quarterly dividend and upcoming Q4 results call.
Analyst Downgrade Spotlights Pricing Woes for Martin Marietta as Earnings Loom.
- DA Davidson shifted from Buy to Neutral, flagging reduced pricing power and risks from delayed surface transportation funding that could crimp project visibility.
- B.Riley initiated at Neutral, praising MLM's 90% pure-play aggregates focus and 85+ years of reserves in high-growth regions but noting shares trade at a premium to peers.
- Baillie Gifford trimmed its stake by 2.9% amid the stock hovering near 52-week highs, while the company confirmed its quarterly dividend and upcoming Q4 results call.
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.
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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Martin Marietta (MLM) Next Earnings Date
Martin Marietta Materials (MLM) is scheduled to report its next earnings on Wednesday, February 11, 2026, prior to market open, covering the fourth quarter and full-year 2025 ended December 31, 2025. This date aligns with the company's official announcement for its earnings call at 10:00 a.m. Eastern Time. Investors should monitor for any updates, as historical patterns show mid-February releases for Q4 results.
Martin Marietta (MLM) Next Earnings Date
Martin Marietta Materials (MLM) is scheduled to report its next earnings on Wednesday, February 11, 2026, prior to market open, covering the fourth quarter and full-year 2025 ended December 31, 2025. This date aligns with the company's official announcement for its earnings call at 10:00 a.m. Eastern Time. Investors should monitor for any updates, as historical patterns show mid-February releases for Q4 results.
Which Baskets Do They Appear In?
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Which Baskets Do They Appear In?
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