马丁-玛丽埃塔材料产品定价承压——市场快讯

投资观察
Jan 14

马丁-玛丽埃塔材料(MLM)近年来持续的产品定价优势可能正在减弱。D.A. Davidson在一份报告中指出,随着投入成本通胀的放缓,客户对价格上涨的接受度降低,公司提价能力受到制约。此外,熟练劳动力薪资持续上涨,其客户可能转向供应链其他环节寻求成本优化。

报告还提到,当前基础设施支出增长趋于平缓,包括住房在内的私人终端市场需求依然疲软。分析师警告称,公司同时面临运输资金重新授权可能延迟的风险,以及收购Quikrete骨料业务后整合低利润率资产带来的挑战。

基于这些因素,D.A. Davidson已将该公司股票评级从买入下调至中性。

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