Asphalt Operating System — Market Intelligence Briefing 2026● Three Documents · Prepared For Todd & Kevin● Industry Sizing · Competitive Landscape● Asphalt Operating System — Market Intelligence Briefing 2026● Three Documents · Prepared For Todd & Kevin● Industry Sizing · Competitive Landscape●
Asphalt Operating System
Market Intelligence Briefing

The full briefing.

How big is the paving market AOS actually serves, is the lane genuinely open — and what did we decide on June 24?

Prepared June 2026 · For Todd & Kevin
Report 01

The Asphalt Industry

Market sizing & outlook. From the 165,000 aggregator ceiling down to 11,850 real employer pavers — with the interactive reconciliation waterfall, the five-segment universe, the TAM→SAM→SOM funnel, and the IIJA tailwind.

View report → Report 02

The Competitive Landscape

Programs & communities. Is the category empty? The verdict, the filterable competitor matrix, the pricing scatter, the positioning-gap map, and the fast-follower risk — testing the "empty lane" thesis against every alternative a paving owner could buy.

View report → Report 03

Meeting Recap

Todd & Kevin working session, June 24. A clean recap across both tracks — AOS Program and Dream World: decisions locked, action items by owner, and the next steps before we meet again.

View recap →