Martin Marietta Materials（MLM）第二季度每股5.0美元 营业收入达到19.5亿美元
金吾财讯
Jul 30
金吾财讯 | Martin Marietta Materials（MLM）披露最新第二季度经营数据，整体盈利与营收指标均超过市场一致预期，公司同步上调2026财年全年收入区间，维持调整后EBITDA预测，业绩表现获得市场关注。本季度公司实现非GAAP每股收益5.00美元，较市场预期水平高出0.24美元；当期营业收入达到19.5亿美元，同比增幅21.1%，营收规模超出市场预期9000万美元。强劲的季度经营成果，成为公司调整全年业绩目标的重要支撑。依托上半年稳健的业务运行态势，Martin Marietta Materials更新全年收入指引，将2026财年全年收入区间上调至71.2亿美元至74亿美元，此前指引区间为70亿美元至73.2亿美元，新指引下限已经高于市场71.2亿美元的一致预期。与此同时，公司重申全年调整后EBITDA预期，持续运营业务对应的指标维持在23.6亿美元至25亿美元区间不变。该企业主营骨料、水泥、沥青等基建建材产品，业绩变化和北美基建项目投放节奏高度相关。二季度营收同比大幅增长，反映出下游基建领域需求具备韧性，而收入指引上修进一步传递出企业对于下半年市场需求的乐观判断。后续市场将持续跟踪北美基建政策落地情况、原材料成本波动，两大因素会持续影响企业利润率水平以及全年目标完成情况。
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