@TeaBagCapital Non-Resi/Resi construction turning against them. Not their fault, happening to most distributors. Good setup going forward as new construction is bottoming
@willis_cap@ConorCooney3 They don’t disclose aggs, but you can back into it. High teens margins in their Roads segment implies 35%-40% margin in Aggs/Cement. Specifically talking about the America Materials segment here ^