Analyst
Wolfe Research
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Ivan Yee is recorded as Analyst at Wolfe Research. Ivan Yee has spoken on 6 earnings calls across 3 companies, most recently for Martin Marietta Materials Inc on July 30, 2026. Those appearances were for Martin Marietta Materials Inc (MLM), Knife River Corp (KNF) and Vulcan Materials CO (VMC). The companies whose calls Ivan Yee spoke on are classified in the Basic Materials sector.
“I wanted to go back to M&A, and we've heard some concerns, potential concerns about the low loss deal. While you're digesting such a large acquisition, does this mean Martin is perhaps out of the running for any future core aggregates acquisitions in sort of the near to medium term?”
“Good morning. uh thanks for the time first what was the organic or mixed adjusted aggregates volume growth in 1q and i get that you don't normally adjust guidance after the first quarter but after such a strong growth in in 1q why not raise the full year aggregates volume guidance at all are you sensing any weakness…”
“Last week, CSX on their earnings call highlighted a large expansion of a Martin Aggregates loading facility in Florida. Can you just comment on this a little more?”
“Can you comment on transportation costs? Truck rates ex-fuel are currently up about 20% to 30% year-over-year. Are you able to fully pass through these higher costs to your customers?”
“You got into 2% aggregate volume growth this year, and that's the same as Martin. But looking at the contract award data, you seem to have a more favorable geography with greater exposure to California, Georgia, Tennessee, and some other states.”
Wolfe Research
Analyst
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Building Materials · Basic Materials
KNF
Building Materials · Basic Materials
Building Materials · Basic Materials
