Martin Marietta: Record 2023 Results & Shareholder Meeting
Ticker: MLM · Form: DEF 14A · Filed: Apr 15, 2024 · CIK: 916076
| Field | Detail |
|---|---|
| Company | Martin Marietta Materials INC (MLM) |
| Form Type | DEF 14A |
| Filed Date | Apr 15, 2024 |
| Risk Level | low |
| Pages | 15 |
| Reading Time | 17 min |
| Key Dollar Amounts | $6.93, $19.32, $324 million, $2.47 billion, $2.1 billion |
| Sentiment | bullish |
Sentiment: bullish
Topics: annual-meeting, earnings, dividend
Related Tickers: MLM
TL;DR
MLM crushed 2023 w/ record profits, 41% EPS growth to $19.32, and 46% higher gross profit/ton. Dividend up 12%. Meeting May 16.
AI Summary
Martin Marietta Materials, Inc. is holding its 2024 Annual Meeting of Shareholders on May 16, 2024. In 2023, the company achieved record financial performance with twelve years of consecutive profit growth, driven by double-digit pricing growth across product lines. Key financial highlights include a 46% increase in aggregates gross profit per ton to $6.93 and a 41% growth in diluted earnings per share (EPS) to $19.32. The company also increased its dividend by 12% in August 2023.
Why It Matters
This filing details the company's strong financial performance and strategic decisions, providing shareholders with information to vote on important matters at the upcoming annual meeting.
Risk Assessment
Risk Level: low — This is a standard annual proxy statement detailing past performance and upcoming shareholder meeting information, with no immediate new risks indicated.
Key Numbers
- $19.32 — Diluted EPS (41% growth in 2023, reflecting strong operational performance.)
- $6.93 — Aggregates Gross Profit per Ton (46% increase in 2023, driven by pricing strategy.)
- 12% — Dividend Increase (Announced in August 2023, showing commitment to shareholder returns.)
Key Players & Entities
- Martin Marietta Materials, Inc. (company) — Registrant
- May 16, 2024 (date) — Annual Meeting Date
- 2023 (date) — Fiscal Year
- $6.93 (dollar_amount) — Aggregates gross profit per ton
- 46% (percentage) — Growth in aggregates gross profit per ton
- $19.32 (dollar_amount) — Diluted earnings per share (EPS)
- 41% (percentage) — Growth in diluted earnings per share (EPS)
- 12% (percentage) — Dividend increase
FAQ
When is the Martin Marietta 2024 Annual Meeting of Shareholders?
The 2024 Annual Meeting of Shareholders is scheduled for Thursday, May 16, 2024.
What was Martin Marietta's diluted earnings per share (EPS) in 2023?
Martin Marietta's diluted earnings per share (EPS) from continuing operations in 2023 was $19.32, representing 41% growth.
How much did aggregates gross profit per ton increase in 2023?
Aggregates gross profit per ton increased by 46% in 2023, reaching $6.93.
When did Martin Marietta increase its dividend?
Martin Marietta increased its dividend by 12% in August 2023.
What is the primary purpose of this DEF 14A filing?
This DEF 14A filing serves as the proxy statement for the 2024 Annual Meeting of Shareholders, providing information on company performance and matters for shareholder vote.
Filing Stats: 4,352 words · 17 min read · ~15 pages · Grade level 16.1 · Accepted 2024-04-15 17:13:34
Key Financial Figures
- $6.93 — gregates gross profit per ton by 46% to $6.93 and achieved 41% growth of diluted earn
- $19.32 — are (EPS) from continuing operations to $19.32. We increased our dividend 12% in Augus
- $324 million — ely with share repurchases, we returned $324 million to shareholders. Our cumulative Total S
- $2.47 billion — ves, we announced and/or completed over $2.47 billion of non-core asset divestitures in 2023.
- $2.1 billion — exas cement and concrete businesses for $2.1 billion. These divestitures provide us addition
- $180 million — nd are expected to contribute more than $180 million of annualized Adjusted EBITDA in 2024.
- $6.78 B — FINANCIAL PERFORMANCE TOTAL REVENUES $6.78 B +10% NET EARNINGS FROM CONTINUING O
- $1.20 B — ATIONS ATTRIBUTABLE TO MARTIN MARIETTA $1.20 B +40% ADJUSTED EBITDA*+ $2.13 B +
- $2.13 B — TA $1.20 B +40% ADJUSTED EBITDA*+ $2.13 B +33% NET MARGIN 1 17.7% +380 bp
- $1.53 B — $19.32 +41% CASH FROM OPERATIONS $1.53 B +54% NET LEVERAGE AT DEC. 31, 2023*
Filing Documents
- d220348ddef14a.htm (DEF 14A) — 1629KB
- d220348ddef14a1.pdf (DEF 14A) — 9448KB
- g220348g00a02.jpg (GRAPHIC) — 629KB
- g220348g00a16.jpg (GRAPHIC) — 64KB
- g220348g00a23.jpg (GRAPHIC) — 63KB
- g220348g00s02.jpg (GRAPHIC) — 73KB
- g220348g00s03.jpg (GRAPHIC) — 674KB
- g220348g01a01.jpg (GRAPHIC) — 93KB
- g220348g01a07.jpg (GRAPHIC) — 100KB
- g220348g01a16.jpg (GRAPHIC) — 34KB
- g220348g01g01.jpg (GRAPHIC) — 305KB
- g220348g01x01.jpg (GRAPHIC) — 73KB
- g220348g02a16.jpg (GRAPHIC) — 57KB
- g220348g02g02.jpg (GRAPHIC) — 257KB
- g220348g02r02.jpg (GRAPHIC) — 133KB
- g220348g02t02.jpg (GRAPHIC) — 116KB
- g220348g03a16.jpg (GRAPHIC) — 55KB
- g220348g03g03.jpg (GRAPHIC) — 93KB
- g220348g04p88.jpg (GRAPHIC) — 33KB
- g220348g07g53.jpg (GRAPHIC) — 54KB
- g220348g11q06.jpg (GRAPHIC) — 55KB
- g220348g15d47.jpg (GRAPHIC) — 25KB
- g220348g16i28.jpg (GRAPHIC) — 51KB
- g220348g17h64.jpg (GRAPHIC) — 129KB
- g220348g18t18.jpg (GRAPHIC) — 36KB
- g220348g20o41.jpg (GRAPHIC) — 26KB
- g220348g20v20.jpg (GRAPHIC) — 25KB
- g220348g21a15.jpg (GRAPHIC) — 26KB
- g220348g21b26.jpg (GRAPHIC) — 24KB
- g220348g21d98.jpg (GRAPHIC) — 23KB
- g220348g21e23.jpg (GRAPHIC) — 27KB
- g220348g21f45.jpg (GRAPHIC) — 25KB
- g220348g21g79.jpg (GRAPHIC) — 25KB
- g220348g21h88.jpg (GRAPHIC) — 25KB
- g220348g21j31.jpg (GRAPHIC) — 27KB
- g220348g21k84.jpg (GRAPHIC) — 28KB
- g220348g22b27.jpg (GRAPHIC) — 3KB
- g220348g23s23.jpg (GRAPHIC) — 47KB
- g220348g24s24.jpg (GRAPHIC) — 50KB
- g220348g25y25.jpg (GRAPHIC) — 157KB
- g220348g26l75.jpg (GRAPHIC) — 60KB
- g220348g29d37.jpg (GRAPHIC) — 31KB
- g220348g32a55.jpg (GRAPHIC) — 37KB
- g220348g32c85.jpg (GRAPHIC) — 30KB
- g220348g34a56.jpg (GRAPHIC) — 46KB
- g220348g34b85.jpg (GRAPHIC) — 27KB
- g220348g34c52.jpg (GRAPHIC) — 27KB
- g220348g34d11.jpg (GRAPHIC) — 29KB
- g220348g34e23.jpg (GRAPHIC) — 34KB
- g220348g35p35.jpg (GRAPHIC) — 33KB
- g220348g35q71.jpg (GRAPHIC) — 27KB
- g220348g35v11.jpg (GRAPHIC) — 38KB
- g220348g36n63.jpg (GRAPHIC) — 64KB
- g220348g36o63.jpg (GRAPHIC) — 33KB
- g220348g36q98.jpg (GRAPHIC) — 6KB
- g220348g36r09.jpg (GRAPHIC) — 26KB
- g220348g36r29.jpg (GRAPHIC) — 33KB
- g220348g36t02.jpg (GRAPHIC) — 126KB
- g220348g36y74.jpg (GRAPHIC) — 49KB
- g220348g37c48.jpg (GRAPHIC) — 125KB
- g220348g37l30.jpg (GRAPHIC) — 50KB
- g220348g37n97.jpg (GRAPHIC) — 24KB
- g220348g37w39.jpg (GRAPHIC) — 24KB
- g220348g41t13.jpg (GRAPHIC) — 3KB
- g220348g42n03.jpg (GRAPHIC) — 49KB
- g220348g44q38.jpg (GRAPHIC) — 169KB
- g220348g45g24.jpg (GRAPHIC) — 53KB
- g220348g45h14.jpg (GRAPHIC) — 34KB
- g220348g46y99.jpg (GRAPHIC) — 47KB
- g220348g50d08.jpg (GRAPHIC) — 255KB
- g220348g51a94.jpg (GRAPHIC) — 29KB
- g220348g51b80.jpg (GRAPHIC) — 13KB
- g220348g51j11.jpg (GRAPHIC) — 196KB
- g220348g51o04.jpg (GRAPHIC) — 32KB
- g220348g51o21.jpg (GRAPHIC) — 30KB
- g220348g51p42.jpg (GRAPHIC) — 28KB
- g220348g51r04.jpg (GRAPHIC) — 34KB
- g220348g51r14.jpg (GRAPHIC) — 25KB
- g220348g51s47.jpg (GRAPHIC) — 57KB
- g220348g51v50.jpg (GRAPHIC) — 32KB
- g220348g51x58.jpg (GRAPHIC) — 35KB
- g220348g52g41.jpg (GRAPHIC) — 25KB
- g220348g54k54.jpg (GRAPHIC) — 53KB
- g220348g55h04.jpg (GRAPHIC) — 39KB
- g220348g56a00.jpg (GRAPHIC) — 52KB
- g220348g56c58.jpg (GRAPHIC) — 3KB
- g220348g56m66.jpg (GRAPHIC) — 96KB
- g220348g58y75.jpg (GRAPHIC) — 142KB
- g220348g61r14.jpg (GRAPHIC) — 123KB
- g220348g61u91.jpg (GRAPHIC) — 42KB
- g220348g62x04.jpg (GRAPHIC) — 111KB
- g220348g63t63.jpg (GRAPHIC) — 30KB
- g220348g63y45.jpg (GRAPHIC) — 58KB
- g220348g68x84.jpg (GRAPHIC) — 40KB
- g220348g73s04.jpg (GRAPHIC) — 31KB
- g220348g74p31.jpg (GRAPHIC) — 27KB
- g220348g76v54.jpg (GRAPHIC) — 120KB
- g220348g78t78.jpg (GRAPHIC) — 51KB
- g220348g78u97.jpg (GRAPHIC) — 177KB
- g220348g89g13.jpg (GRAPHIC) — 3KB
- g220348g92w68.jpg (GRAPHIC) — 63KB
- g220348g93m98.jpg (GRAPHIC) — 23KB
- g220348g96e15.jpg (GRAPHIC) — 75KB
- g220348g97w48.jpg (GRAPHIC) — 29KB
- g220348g98t98.jpg (GRAPHIC) — 41KB
- g220348g99a99.jpg (GRAPHIC) — 98KB
- 0001193125-24-096366.txt ( ) — 32769KB
- mlm-20231231.xsd (EX-101.SCH) — 5KB
- mlm-20231231_def.xml (EX-101.DEF) — 5KB
- mlm-20231231_lab.xml (EX-101.LAB) — 7KB
- mlm-20231231_pre.xml (EX-101.PRE) — 4KB
- d220348ddef14a_htm.xml (XML) — 145KB
Executive Compensation
Executive Compensation 74 Executive Officer Compensation 74 Summary Compensation Table 74 Grants of Plan-Based Awards 75 Outstanding Equity Awards at Fiscal Year-End 77 Option Exercises and Stock Vested 78 Retirement and Other Benefits 78 Pension Benefits 80 Potential Payments Upon Termination or Change of Control 81 Required Pay Disclosures 84 CEO Pay Ratio Disclosure 84 Pay Versus Performance 85 Proposal 3: Advisory Vote on the Compensation of Our Named Executive Officers 89 Securities Authorized for Issuance Under Equity Compensation Plans 90 Equity Compensation Plan Information 90 Description of the TXI Legacy Plan 90 Description of the Deferred Compensation Plan 91 Annual Meeting and Voting Information 92 Incorporation by Reference 95 Shareholders' Proposals for 2025 Annual Meeting 95 Appendix A: Martin Marietta Guidelines for Potential New Board Members A-1 Appendix B: Non-GAAP Measures B-1 2024 PROXY STATEMENT PROXY Proxy Statement Highlights Shareholders Benefit from Martin Marietta's Record 2023 Performance This summary provides highlights of selected information about Martin Marietta Materials, Inc. (the Company, Martin Marietta, we or us) from this Proxy Statement. The Board of Directors is providing the Notice of 2024 Annual Meeting of Shareholders, this Proxy Statement and Proxy Card (the Proxy Materials) in connection with the Company's solicitation of proxies for the 2024 Annual Meeting (the Annual Meeting) to be held on May 16, 2024, and at any adjournment or postponement thereof. This proxy summary highlights information contained elsewhere in our Proxy Statement. The summary does not contain all the information that you should consider, and we encourage you to read the entire Proxy Statement before voting. 2023 Safety & Financial Highlights from Continuing Operations Southwest and East Divisions outperformed world class with Total Injury Incident R