Martin Marietta vs ArcelorMittal
Martin Marietta and ArcelorMittal: this page compares their business models, financial performance, and market context in a neutral, accessible way. It examines how each company operates, its revenue drivers, and strategic priorities within the industry, without asserting outcomes or giving advice. Educational content, not financial advice.
Martin Marietta and ArcelorMittal: this page compares their business models, financial performance, and market context in a neutral, accessible way. It examines how each company operates, its revenue ...
Why It's Moving
Martin Marietta Raises 2025 Guidance on Record Aggregates Revenue and Strategic Acquisitions
- Q3 earnings per diluted share surged 23% to $5.97, supported by an 8% increase in average selling prices for aggregates and record quarterly revenue in specialties.
- The firm completed the acquisition of Premier Magnesia and executed an asset exchange with Quikrete, gaining aggregates operations plus $450 million in cash.
- Raised full-year 2025 Adjusted EBITDA midpoint guidance to $2.32 billion, signaling strong operational momentum and solid cash flow generation with $1.2 billion from operations through nine months.
ArcelorMittal Stock Climbs to 52-Week High as Strong Q3 Earnings and Share Buybacks Boost Confidence
- Q3 2025 earnings showed an EBITDA of $1.46 billion and EPS of $0.53, meeting analyst consensus and signaling stable operational performance.
- Management has been aggressively buying back shares, contributing to a nearly 78% year-to-date stock price return and indicating confidence in the company’s value proposition.
- Analyst upgrades, including JPMorgan raising the stock to Overweight based on a strong 2026 outlook and free cash flow prospects, helped propel the stock to new highs amid mixed European tariff developments.
Martin Marietta Raises 2025 Guidance on Record Aggregates Revenue and Strategic Acquisitions
- Q3 earnings per diluted share surged 23% to $5.97, supported by an 8% increase in average selling prices for aggregates and record quarterly revenue in specialties.
- The firm completed the acquisition of Premier Magnesia and executed an asset exchange with Quikrete, gaining aggregates operations plus $450 million in cash.
- Raised full-year 2025 Adjusted EBITDA midpoint guidance to $2.32 billion, signaling strong operational momentum and solid cash flow generation with $1.2 billion from operations through nine months.
ArcelorMittal Stock Climbs to 52-Week High as Strong Q3 Earnings and Share Buybacks Boost Confidence
- Q3 2025 earnings showed an EBITDA of $1.46 billion and EPS of $0.53, meeting analyst consensus and signaling stable operational performance.
- Management has been aggressively buying back shares, contributing to a nearly 78% year-to-date stock price return and indicating confidence in the company’s value proposition.
- Analyst upgrades, including JPMorgan raising the stock to Overweight based on a strong 2026 outlook and free cash flow prospects, helped propel the stock to new highs amid mixed European tariff developments.
Which Baskets Do They Appear In?
Building Materials M&A Wave: 18 Stocks to Watch 2025
Lowe's is acquiring Foundation Building Materials for $8.8 billion, a strategic move to dominate the professional contractor market. This acquisition highlights a broader industry consolidation, creating investment opportunities among other specialized building material suppliers and distributors.
Published: August 21, 2025
Explore BasketTexas Flood Recovery & Resilience
This carefully selected group of stocks represents companies that are positioned to lead the rebuilding efforts in Texas following catastrophic flooding. Our professional analysts have identified these opportunities in engineering, construction, and advanced flood-resilience solutions as the region invests heavily in recovery and future protection.
Published: July 14, 2025
Explore BasketPro Contractor Supply Consolidation
This curated selection of stocks represents companies positioned to benefit from the consolidation wave in the professional contractor supply industry. Our analysts have carefully selected these distributors and manufacturers following Home Depot's strategic $4.3 billion acquisition of GMS.
Published: July 1, 2025
Explore BasketWhich Baskets Do They Appear In?
Building Materials M&A Wave: 18 Stocks to Watch 2025
Lowe's is acquiring Foundation Building Materials for $8.8 billion, a strategic move to dominate the professional contractor market. This acquisition highlights a broader industry consolidation, creating investment opportunities among other specialized building material suppliers and distributors.
Published: August 21, 2025
Explore BasketTexas Flood Recovery & Resilience
This carefully selected group of stocks represents companies that are positioned to lead the rebuilding efforts in Texas following catastrophic flooding. Our professional analysts have identified these opportunities in engineering, construction, and advanced flood-resilience solutions as the region invests heavily in recovery and future protection.
Published: July 14, 2025
Explore BasketPro Contractor Supply Consolidation
This curated selection of stocks represents companies positioned to benefit from the consolidation wave in the professional contractor supply industry. Our analysts have carefully selected these distributors and manufacturers following Home Depot's strategic $4.3 billion acquisition of GMS.
Published: July 1, 2025
Explore BasketHome Depot's Pro Market Expansion
A collection of building material suppliers, distributors, and construction tech companies positioned to benefit from Home Depot's acquisition of GMS. These carefully selected stocks represent companies that could see increased activity or become potential consolidation targets in this evolving sector.
Published: July 1, 2025
Explore BasketGreen Building Blocks
Invest in the companies creating essential materials for tomorrow's sustainable buildings. These carefully selected stocks represent producers of eco-friendly building components poised to benefit from stricter environmental codes and growing demand for green construction.
Published: June 17, 2025
Explore BasketInvestment Analysis
Pros
- Martin Marietta holds a strong competitive position in the natural resource-based building materials sector with a diverse product range including aggregates and cement.
- The company has demonstrated solid profitability with a net income of over $1 billion and an EPS approaching $19 in trailing twelve months.
- Martin Marietta benefits from a strong analyst consensus rating of 'Strong Buy' and stable price targets indicating modest near-term upside.
Considerations
- The stock experienced a significant price pullback, falling around 27% from its all-time high earlier in 2025, indicating potential volatility.
- The company exhibits a beta above 1, suggesting its share price may be more volatile than the broader market.
- Dividend yield remains relatively low at around 0.55%, which may be less attractive for income-focused investors.
Pros
- ArcelorMittal has a leading global position as one of the largest steel producers, benefiting from broad geographic and end-market exposure.
- The company has been investing in capacity expansion and innovation, positioning it to capture demand growth in infrastructure and automotive sectors.
- ArcelorMittal's integrated business model provides resilience by balancing raw material supply and steel production.
Considerations
- The steel industry is highly cyclical and sensitive to macroeconomic fluctuations, exposing ArcelorMittal to demand volatility risks.
- Commodity price swings, especially in iron ore and coal, can significantly affect input costs and margins for ArcelorMittal.
- The company faces regulatory and environmental compliance pressures related to carbon emissions, which may increase costs and capital expenditure.
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