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I'm with you on the uncertainty. While I haven't heard any direct layoff rumors for MLM, the broader economic forecast does give me pause. Our industry is so tied to construction and infrastructure spending, and there are definitely some headwinds developing. I'm keeping a close eye on client project pipelines and any public statements from leadership regarding future outlooks. Hopefully, it's just a cyclical dip, but it's prudent to be aware.
Interesting post. I haven't picked up on any specific negativity regarding Martin Marietta lately, but I understand the general caution given the economic climate. My sense is that infrastructure projects, which are a big part of MLM's business, tend to be more resilient than purely residential construction. I'd be curious to hear if anyone has specific insights into their order books or any upcoming major contract wins/losses that could signal a shift.