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Gross Margin by Segment
Shows the percentage of revenue that exceeds the cost of goods sold for each segment, indicating efficiency and pricing power in various business areas.Building Materials margins show predictable seasonality with recurring Q1 troughs and stronger mid‑year/Q4 peaks; the Q1 2026 dip looks driven by geographic mix, purchase‑accounting noise from Quikrete and diesel headwinds rather than structural demand weakness. Magnesia Specialties carries higher but volatile margins—recent upside tied to the Premier Magnesia acquisition and pricing, while energy costs and shipment variability compressed margins late‑2025. Management’s midyear price actions, ~$50M synergies and strong cash flow support a margin rebound, but near‑term Q2 noise (diesel + inventory step‑up) raises short‑term risk.
Date | Building Materials | Magnesia Specialties |
|---|---|---|
Jun 30, 2026 | 25.20 | 32.90 |
Mar 31, 2026 | 22.30 | 31.50 |
Dec 31, 2025 | 32.00 | 22.00 |
Sep 30, 2025 | 34.00 | 26.00 |
Jun 30, 2025 | 30.00 | 40.00 |
Mar 31, 2025 | 24.00 | 44.00 |
Dec 31, 2024 | 30.00 | 29.00 |
Sep 30, 2024 | 33.00 | 35.00 |
Jun 30, 2024 | 30.00 | 34.00 |
Mar 31, 2024 | 21.00 | 36.00 |