The industry’s public producers reported their third-quarter financial results in recent weeks. Here’s a rundown of 11 industry companies – from Vulcan Materials Co. to United States Lime & Minerals (USLM).
Vulcan Materials
Vulcan reported a series of gains throughout its aggregate segment in the third quarter. Gross profit in aggregates was up 23 percent to $612 million, and gross profit margin increased 250 basis points to 34.2 percent. Aggregate cash gross profit per ton increased 9 percent to $11.84 per ton. According to Vulcan, this marked the 11th consecutive quarter of double-digit compound improvement in unit profitability.
Aggregate shipments also increased in the third quarter, growing 12 percent compared with the third quarter of 2024.
Martin Marietta
Aggregate shipments were also up – 8 percent – in the third quarter at Martin Marietta, which delivered 57.9 million tons. More normal weather throughout the Southeast and Texas contributed to the increase. Pricing momentum continued in the third quarter, as well, with the average selling price rising 8 percent to $23.24 per ton.
Martin Marietta’s gross profit in aggregates rose 21 percent to $531 million, and gross margin expanded 142 basis points to 36 percent – both quarterly records.
CRH
Favorable underlying demand, positive pricing momentum and contributions from acquisitions fueled the third quarter at CRH, whose companywide revenues were up 5 percent year over year to $11.1 billion.
CRH achieved net income of $1.5 billion, which was 9 percent ahead of the prior-year period. The company says the gain reflects a strong underlying operating performance.
Heidelberg Materials
Global revenue was up 0.9 percent year over year in the third quarter at Heidelberg Materials. The company’s RCOBD (result from current operations before depreciation and amortization) rose 3.5 percent.
Heidelberg Materials’ growth in North America was even greater, with revenue up 2.8 percent and RCOBD increasing 3.6 percent.
Amrize
Third-quarter revenues rose 6.6 percent at Amrize, although the company’s net income (down 1.6 percent) and adjusted EBITDA (down 3.3 percent) both slipped.
Cemex
Cemex delivered 19 percent global EBITDA growth in the third quarter, although EBITDA was up only 4 percent in its U.S. operations. The company’s U.S. sales dipped 2 percent year over year to $1.31 billion.
Eagle Materials
Eagle Materials reported financial results for the second quarter of its fiscal 2026 ending Sept. 30, detailing that revenue and earnings in its heavy materials sector were up. Revenue in the sector, which includes aggregates, cement, ready-mixed concrete, and joint-venture and intersegment cement revenue, increased 11 percent to $466.5 million.
Granite Construction
Third-quarter revenue and gross profit improved year over year at Granite Construction, which was driven by higher sales volumes and pricing in aggregates and asphalt. Revenue in Granite’s materials segment rose 39.1 percent while gross profit in the segment increased 111.4 percent.
Arcosa
Arcosa reported quarterly gains in its construction products business – including a revenue increase of 46 percent to a record $387.5 million. The contribution from the construction materials business of Stavola Holding Corp., which Arcosa acquired in October 2024, added $102.6 million during the quarter.
Knife River
Acquisitions and higher product pricing propelled Knife River Corp. during the third quarter, as the company reported a consolidated revenue increase of 9 percent to $1.2 billion. Knife River’s net income slipped 3 percent to $143.2 million, although adjusted EBITDA was up 11 percent to $272.8 million.
USLM
Revenues and gross profit were both up in the third quarter at USLM. Increases in sales volumes and average lime and limestone selling prices drove USLM’s quarterly revenues up 14.1 percent to $102 million.
