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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Kathryn Thompson | Thompson Research Group | 7 | 0% |
| Tony Pettinari | Citigroup | 5 | 0% |
| Trey Grooms | Stephens | 5 | 0% |
| Jerry Revich | Wells Fargo | 4 | 0% |
| Ross Harvey | Davy | 3 | 0% |
| Mike Dudas | Vertical Research Partners | 3 | 0% |
| Adrian Huerta | JPMorgan | 3 | 0% |
| Keith Hughes | Truist Securities | 3 | 0% |
| Garik Shmois | Loop Capital | 2 | 0% |
| Dave MacGregor | Longbow Research | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Thompson Research Group | 1 | 7 | 0% |
| Stephens | 1 | 5 | 0% |
| Davy | 2 | 5 | 0% |
| Citigroup | 1 |
| 5 |
| 0% |
| Wells Fargo | 1 | 4 | 0% |
| JPMorgan | 1 | 3 | 0% |
| Truist Securities | 1 | 3 | 0% |
| Vertical Research Partners | 1 | 3 | 0% |
CRH reported Q1 revenues of $7.4 billion, 9% ahead of the prior year, with adjusted EBITDA of $586 million growing 18% and delivering 70 basis points of margin expansion. Full-year adjusted EBITDA guidance was reaffirmed at $8.1 to $8.5 billion including the net impact of portfolio activity. Both current and prior-year Q1 EPS were negative, which is typical for this seasonally weakest quarter. Infrastructure megatrends continued driving demand, while active portfolio optimization and M&A activity progressed.
Demand | M&A | Margin | Pricing | Competitive Dynamics | Guidance Reliability | Regulation Policy | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 2 | 3 | 1 | 3 | 1 | 1 | 1 |
| 2025Q1 | 4 | 2 | 3 | 2 | 1 | 1 | 2 | |
| 2025Q2 | 4 | 2 | 1 | 2 | 1 | 1 | 1 | |
| 2025Q3 | 3 | 2 | 2 | 2 | 2 | 1 | ||
| 2025Q4 | 2 | 3 | 2 | 2 | 1 | 1 | ||
| 2026Q1 | 1 | 3 | 1 | 1 | 1 | 1 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 3 | 4 | 4 | 3 | 2 | 1 |
| M&A | 2 | 2 | 2 | 2 | 3 | 3 |
| Margin | 3 | 3 | 1 | 2 | 2 | 1 |
| Pricing | 1 | 2 | 2 | 2 | 1 | |
| Competitive Dynamics | 3 | 1 | 2 | 1 | ||
| Guidance Reliability | 1 | 1 | 1 | 2 | 1 | 1 |
| Regulation Policy | 1 | 1 | 1 | 1 | 1 | 1 |
| Cost Pressure | 1 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CRH CRH plc | 7 | +9.1% | |
| MLM Martin Marietta Materials | 7 | +0.7% | |
| VMC Vulcan Materials Company | 7 | +7.4% |