Spotting Winners: Martin Marietta Materials (NYSE:MLM) And Building Materials Stocks In Q4

Wrapping up Q4 earnings, we look at the numbers and key takeaways for the building materials stocks, including Martin Marietta Materials (NYSE:MLM) and its peers.

Traditionally, building materials companies have built competitive advantages with economies of scale, brand recognition, and strong relationships with builders and contractors. More recently, advances to address labor availability and job site productivity have spurred innovation. Additionally, companies in the space that can produce more energy-efficient materials have opportunities to take share. However, these companies are at the whim of construction volumes, which tend to be cyclical and can be impacted heavily by economic factors such as interest rates. Additionally, the costs of raw materials can be driven by a myriad of worldwide factors and greatly influence the profitability of building materials companies.

The 9 building materials stocks we track reported a slower Q4. As a group, revenues missed analysts’ consensus estimates by 1.2% while next quarter’s revenue guidance was in line.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 9.8% since the latest earnings results.

Martin Marietta Materials (NYSE:MLM)

Operating one of North America's largest networks of quarries, including 14 underground mines, Martin Marietta Materials (NYSE:MLM) is a natural resource-based building materials company that supplies aggregates, cement, and other construction materials for infrastructure and building projects.

Martin Marietta Materials reported revenues of $1.53 billion, up 8.6% year on year. This print fell short of analysts’ expectations by 5.1%. Overall, it was a softer quarter for the company with full-year revenue guidance missing analysts’ expectations significantly and a significant miss of analysts’ revenue estimates.

Ward Nye, Chair, President and CEO of Martin Marietta, stated, "2025 was another year of strong growth for Martin Marietta. Our aggregates business once again delivered record profitability and meaningful margin expansion, reflecting strong strategic and commercial discipline and a consistent focus on what we can control. Our highly complementary Specialties business also achieved record revenues and gross profit, underscoring its differentiated value and strategic importance within our portfolio. Notably, we delivered these results despite single-family housing and nonresidential square footage starts, the two macro indicators most highly correlated with aggregates demand, remaining approximately 20% below their post-COVID peaks. Importantly, our heritage operations recorded their safest year ever, as measured by total reportable incidents, reinforcing that world-class safety remains the foundation of our long-term financial strength."

Martin Marietta Materials achieved the fastest revenue growth but had the weakest performance against analyst estimates and weakest performance against analyst estimates of the whole group. Still, the market seems discontent with the results. The stock is down 0.4% since reporting and currently trades at $610.10.

Read our full report on Martin Marietta Materials here, it’s free.

Best Q4: Carlisle (NYSE:CSL)

Originally founded as Carlisle Tire and Rubber Company, Carlisle Companies (NYSE:CSL) is a multi-industry product manufacturer focusing on construction materials and weatherproofing technologies.

Carlisle reported revenues of $1.13 billion, flat year on year, outperforming analysts’ expectations by 1.4%. The business had a very strong quarter with an impressive beat of analysts’ adjusted operating income estimates and a solid beat of analysts’ EBITDA estimates.

However, the results were likely priced into the stock as it’s traded sideways since reporting. Shares currently sit at $354.53.

Is now the time to buy Carlisle? Access our full analysis of the earnings results here, it’s free.

Slowest Q4: UFP Industries (NASDAQ:UFPI)

Beginning as a lumber supplier in the 1950s, UFP Industries (NASDAQ:UFPI) is a holding company making building materials for the construction, retail, and industrial sectors.

UFP Industries reported revenues of $1.33 billion, down 9% year on year, falling short of analysts’ expectations by 5%. It was a disappointing quarter as it posted a significant miss of analysts’ revenue estimates and a significant miss of analysts’ adjusted operating income estimates.

UFP Industries delivered the slowest revenue growth in the group. As expected, the stock is down 11.6% since the results and currently trades at $93.99.

Read our full analysis of UFP Industries’s results here.

Valmont (NYSE:VMI)

Credited with an invention in the 1950s that improved crop yields, Valmont (NYSE:VMI) provides engineered products and infrastructure services for the agricultural industry.

Valmont reported revenues of $1.04 billion, flat year on year. This print came in 0.7% below analysts' expectations. More broadly, it was a mixed quarter as it also logged a beat of analysts’ EPS estimates but a significant miss of analysts’ adjusted operating income estimates.

The stock is down 10.7% since reporting and currently trades at $424.43.

Read our full, actionable report on Valmont here, it’s free.

Resideo (NYSE:REZI)

Resideo Technologies, Inc. (NYSE: REZI) is a manufacturer and distributor of technology-driven products and solutions for home comfort, energy management, water management, and safety and security.

Resideo reported revenues of $1.90 billion, up 2% year on year. This number topped analysts’ expectations by 1.2%. Aside from that, it was a mixed quarter as it also produced full-year EBITDA guidance exceeding analysts’ expectations but a significant miss of analysts’ adjusted operating income estimates.

Resideo pulled off the highest full-year guidance raise among its peers. The stock is down 3.7% since reporting and currently trades at $34.41.

Read our full, actionable report on Resideo here, it’s free.

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