Amrize
Supplies construction materials and building-envelope systems from foundations to rooftops.
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Profile
Sells cement, aggregates, ready-mix concrete and asphalt through Building Materials, alongside roofing, insulation, waterproofing and wall systems through Building Envelope. A local production-and-distribution network serves infrastructure, commercial and residential construction across the United States and Canada.
Supplies cement and aggregates, then converts them downstream into ready-mix concrete, asphalt and related materials through Building Materials. Building Envelope adds commercial and residential roofing, insulation, shingles, sheathing, waterproofing, coatings, adhesives, tapes and sealants.
Serves infrastructure, commercial and residential work across the United States and Canada, spanning new construction, repair and refurbishment. Local production and distribution, customer proximity, branded products and acquisition integration shape execution across the portfolio.
Depends on North American construction volumes and pricing, quarry and reserve access, energy and freight costs, reliable plants and distribution, environmental and safety permits, labor availability, weather and seasonality. The standalone operating model also relies on systems and obligations separated from Holcim.
Company facts
Key statistics
Year to date −19.4% · Average volume (30d) 3.6M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | D.A. Davidson | Target | $50 | |||
| Aug 12, 2026 | Stephens | Target | $54 | |||
| Aug 10, 2026 | RBC Capital | Downgrade | Sector Perform | Underperform | $60 | $48 |
| Jul 8, 2026 | Wells Fargo | Reiterate | Overweight | $65 | $58 | |
| Jul 7, 2026 | Truist Financial | Target | $75 | $48 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $0.95 | $0.88 | −7.8% | $3.37B | $3.49B | +3.8% | −8.94% |
| May 19, 2026Q1 FY26 | −$0.12 | −$0.16 | −33.3% | $2.13B | $2.18B | +2.4% | +3.54% |
| Feb 17, 2026Q4 FY25 | $0.65 | $0.54 | −16.4% | $2.92B | $2.84B | −2.8% | +10.99% |
| Oct 28, 2025Q3 FY25 | $1.02 | $1.06 | +3.9% | $3.49B | $3.68B | +5.4% | +4.78% |
Financial highlights
| 11 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.08B | $3.22B | $3.68B | $2.84B | $2.18B | $3.49B | |
| Gross profit | $222.0M | $966.0M | $1.09B | $760.0M | $211.0M | $993.0M | |
| Operating income | −$17.0M | $667.0M | $774.0M | $482.0M | −$81.0M | $710.0M | |
| Net income | −$87.0M | $429.0M | $545.0M | $298.0M | −$116.0M | $478.0M | |
| Diluted EPS | −$0.10 | $0.78 | $0.99 | $0.54 | −$0.21 | $0.86 | |
| Gross margin | 10.7% | 30.0% | 29.6% | 26.8% | 9.7% | 28.4% | |
| Operating margin | -0.8% | 20.7% | 21.1% | 17.0% | -3.7% | 20.3% |
Fiscal years (4-quarter sums)FY24 $11.70B · FY25 $11.82B
Revenue by product · Q2 FY26
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $729.0M · Total debt $6.63B · Total assets $24.60B · Shareholders' equity $12.86B
Dividends
Last cut to $0.11 from $0.44 in May 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 18, 2026 | Aug 18 | Aug 26 | $0.11 | |
| May 12, 2026 | May 12 | May 20 | $0.11 | cut from $0.44 |
| Apr 24, 2026 | Apr 24 | May 4 | $0.44 |
Ownership
Shares outstanding 553.54M · Float 493.20M · 89.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 38.20M | 6.70% | 13G | Aug 11, 2025 |
| Thomas Schmidheiny | 37.82M | 6.67% | 13D | Jun 27, 2025 |
| Vanguard Capital Management LLC | 21.33M | 3.85% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 16.16M | 2.92% | 13F | Aug 7, 2026 |
| Norges Bank | 14.07M | 2.54% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 26, 2026 | Jacques Wolf Sanche | director | +4,150 | $45.02 |
| Aug 25, 2026 | Denise R. Singleton | officer: Chief Legal Officer & Corp Sec | +3,500 | $44.12 |
| Aug 25, 2026 | Nollaig Forrest | officer: Chief Mktg & Corp Affairs Off | +1,500 | $44.15 |
| Aug 17, 2026 | Samuel Jonas Poletti | officer: Chief Strategy & M&A Officer | +2,510 | $46.92 |
| Aug 11, 2026 | Stephen S. Clark | officer: Chief People Officer | +5,260 | $47.31 |
Peers
- CRH
Broad North American overlap across core heavy building materials
- Cemex (ADR)
Direct overlap in cement, aggregates, and ready-mix concrete
- Owens Corning
Residential roofing and insulation overlap in North America
- Carlisle
Commercial roofing and weatherproofing systems rival
- RPM
Specialty coatings, sealants, and waterproofing overlap
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Amrize | $44.51 | −0.35% | $24.73B | 20.5 | 16.7 | — | +8.5% |
| CRH | $95.86 | −0.03% | $64.05B | 15.1 | 22.7 | 1.1 | +5.6% |
| Cemex (ADR) | $10.77 | −0.83% | $15.77B | 6.9 | 11.9 | 1.0 | +1,975.1% |
| Owens Corning | $143.13 | −0.03% | $11.53B | — | 13.0 | 1.2 | +0.3% |
| Carlisle | $356.53 | −0.05% | $14.43B | 20.5 | 15.7 | 2.8 | +8.3% |
| RPM | $106.65 | +0.03% | $13.62B | 20.6 | 17.7 | 1.7 | +7.2% |
| Median | 17.8 | 15.7 | 1.2 | +7.2% |