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Juda Aronovitz

Research Analyst at UBS Securities LLC

Judah Aronovitz is an Associate Analyst at UBS Securities LLC, specializing in equity research within the infrastructure, engineering, and construction sectors. He covers companies such as Martin Marietta and Fluor Corp., actively engaging in earnings calls and analysis on growth prospects, uncertainties, and financial metrics like gross profit per ton. Aronovitz joined UBS Securities LLC in 2022 following his undergraduate degree from Yeshiva University that same year, marking the start of his professional career in equity research with no prior firms noted. His credentials include active FINRA registration as an analyst at a major investment bank.

Juda Aronovitz's questions to MARTIN MARIETTA MATERIALS (MLM) leadership

Question · Q4 2025

Juda Aronovitz inquired about the confidence level in achieving 5% pricing for 2026, whether it's based on already secured pricing or if more work is needed, and if there are any mix headwinds from base stone or other factors.

Answer

Chair, President and CEO Ward Nye stated that the 5% pricing is largely based on conversations already held with customers. He acknowledged that M&A with lower average selling prices could create an optical headwind. He also noted that geographic mix (e.g., lower tonnage in the East in Q4 due to project delays) and product mix (e.g., increased demand for lower ASP base stone for large data centers) could cause mixed headwinds, which he considers more optical than real, and committed to transparently discussing these factors quarterly.

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