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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
we anticipate that the federal infrastructure investment and Jobs Act funding will begin to flow into shipments in 2023 and for years to come.
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2022 Q2
18 Sep 22
public demand has somewhat -- has been somewhat muted in the first half of the year, we anticipate secondhand growth in both highways and infrastructure. The bidding and booking activity we saw in the second quarter reflected record levels of public funding.
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2022 Q2
18 Sep 22
The ABI remains in positive growth territory, and the Dodge Momentum Index hit a 14-year high in June.
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2022 Q2
18 Sep 22
Other leading indicators like the Architecture Billings Index and the Dodge Momentum Index also point towards growth
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2022 Q2
18 Sep 22
Headwinds to single-family construction have resulted in slowing permits and starts
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2022 Q2
18 Sep 22