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if you look at the second half, we're probably in 12% or 13% -- for the total second half, 6 months, we're probably in the 12% to 13% range.
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2022 Q2
20 Sep 22
widespread July price increases
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2022 Q2
20 Sep 22
pricing within the quarter.
So April was up 7%, May was up 9%, June was up 10% and we'll continue to see that sequential pricing as we progress through the second half.
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2022 Q2
20 Sep 22
in May. It became more visible where unit margins were up 2% in June. They went up 5%. We're predicting them go up high single digits in the second half.
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2022 Q2
20 Sep 22
if you looked at May, we were up, say, 2% of unit margins; June, say, 5%.
You've got another price jump in July. We're also adding higher bidding prices in the second half.
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2022 Q2
20 Sep 22
less single-family, more multifamily, really growing non-res and a lot more infrastructure.
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2022 Q2
20 Sep 22
margins are in expansion mode. And then we're going to have mid-year price increases.
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2022 Q2
20 Sep 22
Margins were back in growth in May, kind of low single digit, then they grew to mid-single digit in June.
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2022 Q2
20 Sep 22
lack of rail service. We just can't get enough product to the coastal markets. And the third and fourth one would be just truck shortages at peak time capacity and then some cement charges in the market.
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2022 Q2
18 Sep 22
underlying demand in the market, I think, is a lot stronger than that, particularly with the growth we're seeing in nonres and infrastructure.
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2022 Q2
18 Sep 22
volumes, and I would tell you that what's in the guidance is growth of roughly low single digit
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2022 Q2
18 Sep 22
Cash gross profit per ton increased in the quarter
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2022 Q2
18 Sep 22
Volumes improved 9%, asphalt cash gross profit in the quarter held 2021 levels, despite the significant year-over-year increases in liquid asphalt and natural gas costs.
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2022 Q2
18 Sep 22
Pricing actions that began last year usually a 19% improvement in average selling prices in the quarter and helped to mitigate a $33 million energy headwind.
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2022 Q2
18 Sep 22
asphalt and ready-mix delivered strong double-digit price improvement, which helped cost set rising energy costs.
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2022 Q2
18 Sep 22
Pricing improvement was robust across all product lines. Year-over-year growth in aggregates mix-adjusted price has increased sequentially for 6 quarters.
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2022 Q2
18 Sep 22
results include an approximate $20 million impact from the unexpected and arbitrary shutdown of our operation in Mexico in May. The results were also hampered by ongoing energy cost headwinds and other inflationary pressures
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2022 Q2
18 Sep 22
embedded in that in the recent backlog as a number of multiyear big, big projects and again, prior to IIJA.
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2022 Q2
18 Sep 22
We've seen substantial bidding booked work in infrastructure in the last 90 days.
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2022 Q2
18 Sep 22
it was slow as we had predicted in the first half because states kind of hit the pause button in the second half of last year to kind of see what's going to happen with their budgets
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2022 Q2
18 Sep 22