CRH Plc
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+ FollowMarket Cap$60.41B
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Earnings Call Q3 2026
October 29, 2026 - AI Summary
Q3 performance: resilient but pressured by costs + softer residential
- Revenues: $11.4bn (+3% YoY) driven by underlying demand, pricing momentum, and acquisition contributions.
- Adjusted EBITDA: $2.7bn (in line YoY) with ~24% margin (about 80 bps below prior year).
- Key headwind: sustained energy cost inflation (notably diesel) and knock-on haulage/inputs costs; mitigated via commercial/operational actions.
- EPS: $2.09 diluted EPS (pre-impairment) including Velocity-related transformation costs.
Guidance updated (full-year 2026) – modest caution vs a strong H1
- New Adjusted EBITDA guidance: $7.8bn–$8.0bn (expects growth vs prior year).
- Net income guidance: $3.1bn–$3.3bn; Adjusted diluted EPS: $5.37–$5.59.
- Why the cut/adjustment: after a strong first half, in July onward there was a sharp/sustained rise in diesel and related costs, plus further residential softening (attributed to affordability/rates). Q4 guidance assumes energy stays at current elevated levels and normal weather.
- What could drive differences within the range: weather variability (Q4 is smaller/seasonally sensitive) and the ability to recover cost inflation via pricing late in the year.
Business highlights (good vs weak)
- Americas Materials Solutions (AMS): resilient but under pressure from elevated energy + residential softness; despite this, teams focused on cost recovery and pricing (Q3 aggregates price ~+6% mix-adjusted).
- Road Solutions: supported by asphalt + ready-mix pricing, with demand aided by infrastructure and reindustrialization; described as “busy” and performing well despite the cost backdrop.
- International Solutions: growth and margin expansion (revenue +1%, Adjusted EBITDA +6%, margin +110 bps), helped by positive activity/pricing and disciplined cost control.
- Americas Building Solutions: impacted by divestitures and subdued residential, and absence of a prior-year gain; excluding land-sale impacts, operating performance was better.
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Share Statistics
| Market cap | $60.41 Billion |
|---|---|
| Enterprise Value | $72.13 Billion |
| Annual dividend | $1.27 |
| Dividend yield | 1.70% |
| Earnings per Share | $5.54 |
| Beta | 0.91 |
| Outstanding Shares | 665,200,000 |
Return
| Return on Equity | 21.57% |
|---|---|
| Return on Assets | 8.85% |
| Return on Invested Capital | 8.69% |
Valuation & Multiples
| P/E Ratio | 17.01 |
|---|---|
| PEG | -99.07 |
| Price to Sales | 0.62 |
| Price to Book Ratio | 1.41 |
| Enterprise Value to Revenue | 1.24 |
| Enterprise Value to EBIT | 17.08 |
| Enterprise Value to Net Income | 13 |
| Total Debt to Enterprise | 0.2 |
| Debt to Equity | 0.61 |
Revenue Sources
No data
Last Earnings Call
Report Date
July 30, 2026
EPS Estimate
-
Consensus analyst estimateRevenue Estimate
-
Consensus analyst estimateInstitutional Sentiment (Put/Call)
No data available for the latest quarter.
Institutional Ownership
No data available for the latest quarter.
About CRH Plc
CEO: Albert Manifold
CRH Plc manufactures and distributes building materials and products for the construction industry. It operates business through the following segments: Europe Heavyside, Lightside, and Distribution; Americas Materials and Products and A...