Construction materials

Aggregates, cement and building-products makers, read through their filings, US construction spending and housing starts, cement and materials prices, and where US cement and lumber imports come from.

Companies covered: 8
Latest quarter filed: Sep 30, 2026
SEC filings, last 30 days: 22
Comment periods open: 1
SEC EDGAR read: 14:58 UTC, Nov 9

This week, measuredNewest first · read 15:58 UTC, Nov 9

+28.3%revenue, quarter on a year earlier

Construction · MLM · 10-Q

Martin Marietta reported revenue +28.3% for its quarter to Sep 30, 2026, on a year earlier.

It kept 18% of revenue as operating profit; over twelve months revenue moved +19.6%.

SEC EDGAR · 10-Q (XBRL) · Nov 4, 2026 · read 14:58 UTC, Nov 9 · Construction materials →

Nov 4Construction · OC · 10-QOwens Corning reported revenue -7.3% for its quarter to Sep 30, 2026, on a year earlier.It kept 2% of revenue as operating profit; over twelve months revenue moved -8.4%.SEC EDGAR · 10-Q (XBRL) · read 14:58 UTC, Nov 9
Nov 3Construction · KNF · 10-QKnife River reported revenue +6.0% for its quarter to Sep 30, 2026, on a year earlier.It kept 8% of revenue as operating profit; over twelve months revenue moved +10.9%.SEC EDGAR · 10-Q (XBRL) · read 14:58 UTC, Nov 9
Oct 30Construction · VMC · 8-KVulcan Materials filed a current report: mine safety violation.A current report (8-K) is due within four business days of the event it reports; this item is one of those that report something going wrong.SEC EDGAR · 8-K · read 14:58 UTC, Nov 9

The numbers

US government series, latest print and the change on a year earlier · Federal Reserve Bank of St. Louis (FRED)

US construction spending

2,186

$ billion a year

-2.7% on a year earlier

Sep 2026 · FRED TTLCONS

US housing starts

1,221

thousand a year

-7.4% on a year earlier

Sep 2026 · FRED HOUST

Producer prices, cement

353.0

index

-1.2% on a year earlier

Sep 2026 · FRED PCU327310327310

Producer prices, construction materials

378.6

index

+11.0% on a year earlier

Sep 2026 · FRED WPUSI012011

Ninety days of filings

Every SEC filing by the companies below, one row each · move across to read a day

Mon, Nov 9, 2026

No filings by the covered companies

Aug 12 to Nov 9 · 29 filings, 10 in the last seven days · SEC EDGAR. Tall: quarterly and annual reports. Middle: current reports (8-K). Short: other forms. Red: an 8-K item that says something went wrong.

What changed

Filings by the companies below, last 30 days · SEC EDGAR

8 more in the period, on each company’s EDGAR page.

Rules and notices

Federal Register, last 45 days

Matched by title against the industry’s terms; paperwork renewals and meeting notices left out · read 14:57 UTC, Nov 9

Who is exposed

Trailing twelve months to each company’s latest quarter, from its own XBRL filings · SEC EDGAR

Across Revenue growth, last twelve months on the twelve beforeUp Operating margin, last twelve monthsSize Revenue, last twelve monthsRing Filed a current report (8-K) this week; red if it says something went wrongDot inside Beyond the scale, pinned to its edge

Company	Quarter to	Revenue	Growth	Gross margin	Op. margin	Capex / revenue	Capex growth	Inventory days	Backlog
Vulcan Materials VMCAggregates	Sep 30, 2026	$8.0B	+1.6%	27.5%	20.3%	9.1%	+11.8%	43	—
Martin Marietta MLMAggregates	Sep 30, 2026	$7.2B	+19.6%	26.7%	18.2%	9.0%	-22.2%	86	$219M-2.7%
CRH CRHCement, aggregates and paving	Sep 30, 2026	$39.0B	+5.6%	36.2%	13.7%	6.8%	-6.7%	75	$3.3B-8.7%
Eagle Materials EXPCement and wallboard	Sep 30, 2026	$2.3B	+1.6%	25.8%	—	20.6%	+71.9%	76	—
Knife River KNFAggregates and paving	Sep 30, 2026	$3.4B	+10.9%	17.5%	8.1%	7.9%	-20.7%	61	$857M-13.8%
United States Lime USLMLime	Sep 30, 2026	$381M	+4.5%	47.6%	41.2%	18.4%	+30.3%	60	—
Owens Corning OCRoofing and insulation	Sep 30, 2026	$9.7B	-8.4%	25.0%	2.3%	9.1%	+15.2%	74	—
Builders FirstSource BLDRBuilding-products distribution	Sep 30, 2026	$14.4B	-8.3%	28.5%	2.1%	1.7%	-34.4%	44	—
Median of 8 with a current year			+3.0%	27.1%	13.7%	9.1%

Growth compares the latest twelve months with the twelve before. A quarter a company reports only inside a year-to-date total is the difference of the two totals it filed; a ratio is shown only when both sides cover the same four quarters. Backlog is remaining performance obligations, with its change on a year earlier. A dash means the company does not report that line.

What to watch

Comment deadlines and effective dates ahead · Federal Register

Nov 30Comments close · NoticeSubsidy Programs Provided by Countries Exporting Softwood Lumber and Softwood Lumber Products to the United States; Request for Comment Pursuant to the Softwood Lumber Act of 2008

Where US supply comes from

US imports, Aug 2026 · UN Comtrade

HS 2523Cement · $240M · +23.0% on a year earlierCanada 28% · Vietnam 23% · Türkiye 22%
HS 4407Sawn lumber · $546M · +9.5% on a year earlierCanada 71% · Germany 8% · Brazil 4%
HS 6810Concrete and stone products · $204M · -8.7% on a year earlierVietnam 18% · Thailand 16% · India 14%

Every industry’s suppliers, country by country →

ARCANE reporting

Published investigations that land on this page

The Numbers Disagree

Cement prices in the UAE have outrun the forecast for building costs

Buyers of construction work carry more of the risk of rising prices when a quoted price for some materials may be guaranteed for only about a month, and one cement producer says its average selling price is higher than a year ago.

Construction materials · Oct 1, 2026

Archive · through Oct 1, 2026

Open Calls on construction materials

Newest articles · open Calls

Open Calls on this

Will EMSTEEL publish its third-quarter 2026 financial results on or before 14 November 2026?93% yes · resolves by Nov 14, 2026 Will EMSTEEL's cement division report an EBITDA margin of at least 22.8 per cent for the third quarter of 2026?80% yes · resolves by Dec 15, 2026 Will EMSTEEL's cement division report an EBITDA margin of at least 26.1 per cent for the third quarter of 2026?45% yes · resolves by Dec 15, 2026 Every Call, scored in public →

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