Materials
24 companies side by side, each showing its newest quarter, so you can see who is big in the sector and who turns it into profit. That is 25 minus the 1 whose statement we cannot draw; they are listed at the foot of the page.
| Company | Revenue, one quarter | Year over year | Operating margin | Net profit | Net margin |
|---|---|---|---|---|---|
| CRH CRH Q2 FY26 Year over year +6% Operating margin 19% Net margin 14% | $10.8B | +6% | 19% | $1.5B | 14% |
| NUE Nucor Q2 FY26 Year over year +23% Operating margin 16% Net margin 11% | $10.4B | +23% | 16% | $1.2B | 11% |
| DOW Dow Q1 FY26 Year over year −6% Operating margin −5% Net margin −5% | $9.8B | −6% | −5% | −$0.5B | −5% |
| LIN Linde Q2 FY26 Year over year +9% Operating margin 27% Net margin 21% | $9.3B | +9% | 27% | $1.9B | 21% |
| LYB LyondellBasell Q2 FY26 Year over year +20% Operating margin 17% Net margin 6% | $9.2B | +20% | 17% | $0.6B | 6% |
| SW Smurfit Westrock Q2 FY26 Year over year +1% Operating margin 4% Net margin 1% | $8.0B | +1% | 4% | $0.1B | 1% |
| FCX Freeport-McMoRan Q2 FY26 Year over year −7% Operating margin 28% Net margin 14% | $7.0B | −7% | 28% | $1.0B | 14% |
| SHW Sherwin-Williams Q2 FY26 Year over year +8% Operating margin 18% Net margin 12% | $6.8B | +8% | 18% | $0.8B | 12% |
| AMCR Amcor Q4 FY26 Year over year +26% Operating margin 10% Net margin 6% | $6.4B | +26% | 10% | $0.4B | 6% |
| CTVA Corteva Q2 FY26 Year over year −1% Operating margin 27% Net margin 18% | $6.4B | −1% | 27% | $1.2B | 18% |
| NEM Newmont Q2 FY26 Year over year +15% Operating margin 51% Net margin 36% | $6.1B | +15% | 51% | $2.2B | 36% |
| STLD Steel Dynamics Q2 FY26 Year over year +33% Operating margin 11% Net margin 9% | $6.1B | +33% | 11% | $0.5B | 9% |
| IP International Paper Q2 FY26 Year over year −2% Operating margin 1% Net margin 0% | $6.0B | −2% | 1% | −$<0.1B | 0% |
| ECL Ecolab Q2 FY26 Year over year +10% Operating margin 17% Net margin 12% | $4.4B | +10% | 17% | $0.5B | 12% |
| PPG PPG Industries Q1 FY26 Year over year +7% Operating margin 16% Net margin 10% | $3.9B | +7% | 16% | $0.4B | 10% |
| APD Air Products Q2 FY26 Year over year +9% Operating margin 24% Net margin 22% | $3.2B | +9% | 24% | $0.7B | 22% |
| MOS Mosaic Q4 FY25 Year over year +6% Operating margin −3% Net margin −17% | $3.0B | +6% | −3% | −$0.5B | −17% |
| PKG Packaging Corporation of America Q2 FY26 Year over year +15% Operating margin 12% Net margin 8% | $2.5B | +15% | 12% | $0.2B | 8% |
| AVY Avery Dennison Q2 FY26 Year over year +11% Operating margin 14% Net margin 8% | $2.5B | +11% | 14% | $0.2B | 8% |
| CF CF Industries Q2 FY26 Year over year +18% Operating margin 50% Net margin 39% | $2.2B | +18% | 50% | $0.9B | 39% |
| IFF International Flavors & Fragrances Q2 FY26 Year over year −29% Operating margin 8% Net margin 3% | $2.0B | −29% | 8% | $0.1B | 3% |
| MLM Martin Marietta Materials Q2 FY26 Year over year +21% Operating margin 19% Net margin 13% | $1.9B | +21% | 19% | $0.3B | 13% |
| VMC Vulcan Materials Q1 FY26 Year over year +7% Operating margin 15% Net margin 9% | $1.8B | +7% | 15% | $0.2B | 9% |
| ALB Albemarle Q2 FY26 Year over year +31% Operating margin 26% Net margin 28% | $1.7B | +31% | 26% | $0.5B | 28% |
Diagrams
the 9 largestCost of revenue Operating expenses Tax and other Net profit Net loss
In the bar on each card, every block is its share of revenue. Where the blocks come to more than revenue, the bar runs past it and a line marks where a hundred per cent falls.
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CRHApr–Jun 2026 · reported Jul 30, 2026Revenue $10.8B +6% Net margin 14%
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NucorApr–Jul 2026 · reported Aug 12, 2026Revenue $10.4B +23% Net margin 11%
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DowJan–Mar 2026 · reported Apr 24, 2026Revenue $9.8B −6% Net margin −5%
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LindeApr–Jun 2026 · reported Jul 31, 2026Revenue $9.3B +9% Net margin 21%
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LyondellBasellApr–Jun 2026 · reported Jul 31, 2026Revenue $9.2B +20% Net margin 6%
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Smurfit WestrockApr–Jun 2026 · reported Jul 31, 2026Revenue $8.0B +1% Net margin 1%
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Freeport-McMoRanApr–Jun 2026 · reported Aug 6, 2026Revenue $7.0B −7% Net margin 14%
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Sherwin-WilliamsApr–Jun 2026 · reported Jul 28, 2026Revenue $6.8B +8% Net margin 12%
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AmcorApr–Jun 2026 · reported Aug 14, 2026Revenue $6.4B +26% Net margin 6%
The rest of the sector
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