Analyst
Jefferies
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Jesse is recorded as Analyst at Jefferies. Jesse has spoken on 3 earnings calls across 2 companies, most recently for Martin Marietta Materials Inc on July 30, 2026. Those appearances were for Martin Marietta Materials Inc (MLM) and Eagle Materials Inc (EXP). The companies whose calls Jesse spoke on are classified in the Basic Materials sector.
“Just for Q2 pricing, could you kind of just contextualize what the different mixed headwinds were and kind of which of those you think will abate in the second half and which of those will kind of continue.”
“Just on the specialty side, it looks like, obviously, Premier is having a bit of a mix impact. Can you just talk about some of the initiatives you can kind of do to get the profitability back to kind of legacy levels there and kind of a timeline associated with that?”
“Just on cement, I wonder if you guys have like a view on what actual underlying demand is there. It's obviously probably not up nine, but it's probably not down mid-singles last year with a lot of cross currents with weather.”
Jefferies
Analyst
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Building Materials · Basic Materials
Building Materials · Basic Materials
