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    Jonathan Bettenhausen • Truist Securities, Inc.

    Jonathan Bettenhausen's questions to Martin Marietta Materials Inc (MLM) leadership

    Jonathan Bettenhausen's questions to Martin Marietta Materials Inc (MLM) leadership • Q2 2025

    Question

    Jonathan Bettenhausen, on for Keith Hughes, asked if persistent weather has negatively impacted price realization and if that pricing gap could be closed with a period of favorable weather.

    Answer

    CFO Michael Petro and CEO C. Howard Nye acknowledged that it is more difficult to realize price when volumes are weather-suppressed and that a dry spell could provide an uptick. However, they emphasized that current pricing is already well above historical norms, reflecting a 'new normal.' Nye added that 'activity begets confidence, and confidence begets pricing,' reinforcing the positive link.

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    Jonathan Bettenhausen's questions to Eagle Materials Inc (EXP) leadership

    Jonathan Bettenhausen's questions to Eagle Materials Inc (EXP) leadership • Q4 2025

    Question

    Jonathan Bettenhausen, on for Keith Hughes, asked about potential production downtime at the Duke Wallboard facility during its modernization and inquired about the M&A deal pipeline for aggregates.

    Answer

    CFO D. Kesler clarified that, similar to the Mountain Cement project, the existing lines at the Duke facility will continue to operate until the new line is complete, avoiding production downtime. CEO Michael Haack stated that the company continuously evaluates aggregate deals as they become available and will act if they meet Eagle's strict financial and strategic network criteria.

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    Jonathan Bettenhausen's questions to Eagle Materials Inc (EXP) leadership • Q3 2025

    Question

    Jonathan Bettenhausen, on for Keith, asked for the drivers behind Eagle's wallboard volumes outperforming the broader industry, questioning if it was due to regional focus or market share gains.

    Answer

    CFO D. Kesler noted that their performance was very close to the industry average and that their market share has been stable for five years. He attributed any slight outperformance to their favorable geographic footprint in the southern U.S., where construction activity has been more robust, rather than specific share gains.

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