Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“our first full year, our first 12 months of Adbri, a great start”
CRH's Australian acquisition Adbri delivered a strong first full year with synergies coming through faster and larger than originally anticipated.
“our strategic investment in Voda AI expands our capabilities in water asset management with AI technology.”
CRH made a strategic investment in Voda AI, whose AI-driven predictive analytics assess water pipe condition and risk, expanding CRH's water asset-management capabilities.
“we acquired Talley Construction, a connected provider of asphalt paving and construction services in Greater Chattanooga, Tennessee”
CRH acquired Talley Construction, an asphalt paving and construction provider in the Chattanooga region, to strengthen its roads platform in the Southeast.
“we continue to develop our cementitious platform with the acquisition of Rock Solid Materials in Louisiana and Independent Cement in Australia.”
CRH acquired Independent Cement in Australia as part of expanding its cementitious growth platform.
“we continue to develop our cementitious platform with the acquisition of Rock Solid Materials in Louisiana and Independent Cement in Australia.”
CRH acquired Rock Solid Materials in Louisiana to further build out its cementitious growth platform.
“in December, we acquired North American Aggregates, a leading supplier of aggregates serving New York and New Jersey.”
CRH acquired North American Aggregates to secure aggregate reserves and expand its position in the New York/New Jersey market.
“the integration of Eco Material, our largest acquisition in 2025, is progressing well with some good early wins on commercial, operational and logistical synergies”
Eco Material, CRH's largest 2025 acquisition, strengthens its cementitious platform (supplementary cementitious materials) with integration and synergies running ahead of plan.
“We also acquired Terracon Precast, a newly constructed concrete pipe plant with 70,000 tons of annual production capacity in North Carolina.”
CRH acquired Terracon Precast to strengthen its water infrastructure business and better serve the Raleigh and Greensboro markets.
“First, American Industries, a provider of aggregates, asphalt and road paving services in Connecticut.”
CRH acquired American Industries to add aggregates reserves and expand its Northeast U.S. paving presence, one of its bolt-on deals this year.
“First, to our $2.1 billion acquisition of Eco Material, which completed in September.”
CRH closed its $2.1 billion acquisition of Eco Material Technologies in September, strengthening its cementitious/SCM position; early integration described as progressing well.
“an agreement to acquire Eco Material Technologies, a leading supplier of supplementary cementitious materials in North America for a total consideration of $2.1 billion”
CRH announced a $2.1B acquisition of Eco Material Technologies, a leading North American supplier of supplementary cementitious materials; CRH is already one of Eco's largest customers and expects it to add ~10M tons of SCM capacity.
“together with the contribution from Adbri, which was bought in July last year, it’s going well, as we said, the integration is going well and ahead of where we expected to in terms of opportunity in terms of synergies.”
CRH says integration of its Adbri investment (acquired July 2024) is running ahead of expected synergy targets, contributing to the International Solutions segment's strong Q1.
| Analyst | Firm | Questions (Challenge)Percentage 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%) |
| Trey Grooms | Stephens | 5 (0%) |
| Tony Pettinari | Citigroup | 5 (0%) |
| Jerry Revich | Wells Fargo | 4 (0%) |
| Mike Dudas | Vertical Research Partners | 3 (0%) |
| Ross Harvey | Davy | 3 (0%) |
| Keith Hughes | Truist Securities | 3 (0%) |
| Adrian Huerta | JPMorgan | 3 (0%) |
| Dave MacGregor | Longbow Research | 2 (0%) |
| Garik Shmois | Loop Capital | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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 closed a record full year with revenues of $37.4 billion, 5% ahead of the prior year, and adjusted EBITDA of $7.7 billion growing 11% with a further 100 basis points of margin expansion, achieving the 12th consecutive year of improvement. The company introduced FY2026 EBITDA guidance of $8.1 to $8.5 billion and invested $4.1 billion in 38 acquisitions across four platforms. Adjusted free cash flow reached $5 billion at 130% conversion, and over 50% of IIJA highway funds remained to be deployed.
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% |