CRH Plc

Q2 2026 results: record quarter with broad-based growth - Revenues $10.8B (+6% YoY); adjusted EBITDA >$2.6B (+7% YoY). - Margin expanded +30 bps YoY despite inflationary cost pressures (management credits commercial execution + cost discipline). - Diluted EPS +14% YoY, including a $0.16 net gain on divestitures.

2026 outlook reaffirmed (guidance unchanged despite macro volatility/weather) - Management reaffirmed 2026 guidance, assuming “normal seasonal weather” and no major geopolitical/macro dislocations: - Adjusted EBITDA: $8.1B–$8.5B - Net income: $3.9B–$4.1B - Diluted EPS: $5.60–$6.05 - Confidence drivers: positive underlying infrastructure demand (and continued reindustrialization pick-up in the U.S. and parts of Europe).

Demand/volume-pricing signals: strong pricing momentum, backlog supports the year - In Americas Materials (key leading indicator): aggregates volume +2% YoY and pricing +5% YoY in Q2. - Cement: Q2 volumes -2% YoY attributed to adverse weather; for the first half cement volumes +3% YoY and management expects low single-digit volume improvement and broadly flat pricing for cement for full-year. - International: expectations low single-digit volume growth and mid-single-digit pricing for the full year; management highlights a 9th consecutive year of positive international pricing.