Who Actually Benefits From the $200 Billion Infrastructure Boom? We Compared 3 Stocks.

"The construction materials sector is riding a wave of public infrastructure spending, but not every company stands to benefit equally. With billions in federal and state funding flowing into roads, bridges, and public works, investors are eyeing three major players: Amrize ( NYSE:AMRZ), Vulcan Materials ( NYSE:VMC), and Martin Marietta Materials ( NYSE:MLM). All three serve the same fundamental markets, but their recent results reveal stark differences in who's actually capturing the opportunity."

"Federal infrastructure legislation continues driving demand for aggregates, cement, and building materials across North America. The addressable market exceeds $200 billion annually, with state and local governments accelerating project timelines. Public construction activity has shown particular strength through 2025, creating sustained demand for the raw materials that build roads, bridges, and public facilities. Three companies dominate this space, each with market capitalizations between $27 billion and $38 billion. They all produce similar products: crushed stone, sand, gravel, cement, and ready-mix concrete."

"Amrize operates over 1,000 sites across the United States and Canada, serving infrastructure, commercial, and residential markets. The company runs two segments: Building Materials (aggregates, cement, and ready-mix) and Building Envelope (roofing, siding, and insulation). With 19,000 employees and annual revenue approaching $12 billion, Amrize positions itself as a comprehensive construction solutions provider. The company recently completed its spinoff and rebranding, operating independently for the first time in Q3 2025."

The U.S. and Canadian infrastructure funding surge is creating sustained demand for aggregates, cement, sand, gravel, and ready-mix concrete, supporting an addressable market exceeding $200 billion annually. State and local governments are accelerating project timelines, and public construction activity shows particular strength through 2025. Three major firms — Amrize, Vulcan Materials, and Martin Marietta Materials — dominate the market with market capitalizations between $27 billion and $38 billion. All three produce similar products, but differences in business models, operational efficiency, and market positioning determine which companies capture infrastructure tailwinds. Amrize operates over 1,000 sites across the United States and Canada, runs Building Materials and Building Envelope segments, employs 19,000 people, and has annual revenue approaching $12 billion after a recent spinoff and rebranding.

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