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Sentiment · FY2026 Q2
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $8.87B | +2.0% | $0.98 | -115.2% | 34.4% | 12.4% | 7.6% | $1.71B |
| FY2025 Q1 | $6.76B | +3.0% | $-0.15 | -199.3% | 27.2% | 0.1% | -1.5% | $-1.30B |
| FY2025 Q2 | $8.71B | +6.0% | $1.65 | -5.7% | 39.4% | 18.8% | 12.9% | $602M |
| FY2025 Q3 | $11.07B | +5.0% | $2.21 | +24.9% | 38.9% | 18.8% | 13.6% | $1.40B |
| FY2025 Q4 | $10.91B | +5.6% | $1.79 | +1573.3% | 92.5% | 33.8% | 11.1% | $2.09B |
| FY2026 Q1 | $7.37B | +9.1% | $-0.27 | -81.0% | 27.7% | -0.5% | -2.4% | $-1.22B |
| FY2026 Q2 | $10.78B | +5.6% | $2.21 | +33.9% | 39.8% | 19.3% | 13.8% | $490M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
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 |
| 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 | 8 (0%) |
| Trey Grooms | Stephens | 6 (0%) |
| Anthony Pettinari | Citigroup | 6 (0%) |
| Keith Hughes | Truist Securities | 4 (0%) |
| Jerry Revich | Wells Fargo | 4 (0%) |
| Adrian Huerta | JPMorgan | 4 (0%) |
| Ross Harvey | Davy | 3 (0%) |
| Shane Carberry | Goodbody | 3 (0%) |
| Mike Dudas | Vertical Research Partners | 3 (0%) |
| David MacGregor | Longbow Research | 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 | 8 (0%) |
| Stephens | 1 | 6 (0%) |
| Citigroup | 1 | 6 (0%) |
| Davy | 2 |
What CRH and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“our 2025 acquisition of Eco Material is also performing strongly with some good early wins on synergy delivery”
CRH's 2025 acquisition of Eco Material (cementitious/SCMs) is performing strongly with early synergy wins, per CRH.
“an agreement to acquire Axius Water, further strengthening our position as a leading U.S. water infrastructure player”
| 5 (0%) |
| Wells Fargo | 1 | 4 (0%) |
| JPMorgan | 1 | 4 (0%) |
| Truist Securities | 1 | 4 (0%) |
| Goodbody | 1 | 3 (0%) |
CRH agreed to acquire Axius Water, a water quality and nutrient removal provider, for roughly $700 million to expand its U.S. water infrastructure platform.
| 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% |