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CRH plc (CRH)
NYSE:CRH
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CRH plc (CRH) AI Stock Analysis

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CRH

CRH plc

(NYSE:CRH)

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Outperform 70 (OpenAI - 5.2)
Rating:70Outperform
Price Target:
$128.00
▲(9.02% Upside)
Action:UpgradedDate:03/26/26
The score is driven primarily by solid underlying financial performance and a favorable earnings-call outlook with clear 2026 guidance and strong cash generation/capital returns, supported by a low P/E valuation. These positives are tempered by weak current technical momentum (below major moving averages with negative MACD) and balance-sheet/cash-conversion watch items (higher leverage and only moderate FCF vs earnings in 2024–2025).
Positive Factors
Strong free cash flow generation
Sustained high adjusted free cash flow and strong conversion provide durable internal funding for organic projects, M&A and shareholder returns. This cash cushion supports capital allocation discipline, reduces reliance on external financing and strengthens resilience across cycles.
Negative Factors
Rising leverage
Meaningful and rising leverage narrows financial flexibility and increases interest‑rate sensitivity. If construction cycles soften or cash flow weakens, higher debt amplifies downside, limits opportunistic investment and could force more conservative payout or deleveraging actions.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong free cash flow generation
Sustained high adjusted free cash flow and strong conversion provide durable internal funding for organic projects, M&A and shareholder returns. This cash cushion supports capital allocation discipline, reduces reliance on external financing and strengthens resilience across cycles.
Read all positive factors

CRH plc (CRH) vs. SPDR S&P 500 ETF (SPY)

CRH plc Business Overview & Revenue Model

Company Description
CRH plc, together with its subsidiaries, provides building materials solutions in Ireland, the United States, the United Kingdom, rest of Europe, and internationally. It operates through three segments: Americas Materials Solutions, Americas Build...
How the Company Makes Money
CRH makes money by selling construction materials and related building products and services to contractors, developers, industrial customers, and public-sector infrastructure clients. Its revenue is primarily generated from (1) Materials—sales of...

CRH plc Earnings Call Summary

Earnings Call Date:Feb 18, 2026
(Q4-2025)
|
% Change Since: |
Next Earnings Date:Apr 30, 2026
Earnings Call Sentiment Positive
The call was predominantly positive: management reported record 2025 results across revenues, adjusted EBITDA, margins and cash flow, delivered strong capital deployment (M&A and growth CapEx), and provided constructive 2026 guidance and medium‑term targets. Key strengths include robust cash generation, disciplined capital allocation, attractive segment performance (particularly International Solutions) and strategic alignment to durable infrastructure megatrends. Headwinds include continued input cost inflation, subdued new‑build residential, weather sensitivity and dependence on the timing of public infrastructure funding; while integration and execution risk from an active M&A program exist, management emphasized strong early integration outcomes and a proven playbook. On balance, the positive operational and financial momentum outweighs the listed headwinds.
Positive Updates
Record Financial Performance for 2025
Total revenues of $37.4 billion (+5% YoY), adjusted EBITDA of $7.7 billion (+11% YoY) and 100 basis points of full‑year margin expansion. Diluted EPS increased 3% YoY (or +8% excluding prior‑year one‑off divestiture gains).
Negative Updates
Residential New‑Build Weakness and Affordability Headwinds
New‑build residential activity described as subdued; company does not assume a recovery in 2026 due to mortgage rates (~30‑year fixed >6%) and affordability constraints — repair & remodel remains resilient but new‑build is a drag.
Read all updates
Q4-2025 Updates
Negative
Record Financial Performance for 2025
Total revenues of $37.4 billion (+5% YoY), adjusted EBITDA of $7.7 billion (+11% YoY) and 100 basis points of full‑year margin expansion. Diluted EPS increased 3% YoY (or +8% excluding prior‑year one‑off divestiture gains).
Read all positive updates
Company Guidance
CRH guided to full‑year 2026 adjusted EBITDA of $8.1–$8.5 billion, net income of $3.9–$4.1 billion and diluted EPS of $5.60–$6.05, assuming normal seasonal weather and no major political or macro dislocations; management cited supportive demand/backlogs and bidding activity (roads being most visible), ~50% of IIJA highway funds still to be deployed and state DOT budgets up ~6% for 2026. The guide factors in roughly $200 million of net incremental EBITDA from 2025 acquisitions (CRH spent $4.1 billion on 38 deals in 2025) offset by the announced Construction Accessories divestment, and management expects U.S. aggregates volumes up low single digits with mid‑single‑digit pricing, U.S. cement volumes and pricing low single digits, and international cement volume up low single digits with pricing low‑to‑mid single digits; it also reflects CRH’s strong 2025 base (revenues $37.4 billion, adjusted EBITDA $7.7 billion, adjusted FCF $5.0 billion with 130% cash conversion, net debt/EBITDA 1.8x) and the company’s ongoing capital returns (quarterly dividend $0.39/share, $1.2 billion repurchased in 2025 and a new $300 million buyback tranche).

CRH plc Financial Statement Overview

Summary
Steady multi-year revenue growth and solid profitability/returns, with improving cash flow in 2025. Offsetting factors include higher leverage into 2025 and only moderate earnings-to-free-cash-flow conversion in 2024–2025, plus a noted 2025 margin data inconsistency that reduces confidence in period quality.
Income Statement
78
Positive
Balance Sheet
71
Positive
Cash Flow
67
Positive
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue31.87B34.35B31.76B30.41B25.76B
Gross Profit11.51B12.27B10.87B10.05B8.45B
EBITDA6.37B6.88B5.47B5.00B4.50B
Net Income3.17B3.34B2.87B3.63B2.26B
Balance Sheet
Total Assets58.33B48.88B43.14B42.11B39.40B
Cash, Cash Equivalents and Short-Term Investments4.10B3.75B5.76B5.51B5.10B
Total Debt19.70B14.78B11.83B10.10B10.72B
Total Liabilities32.85B26.81B23.49B20.70B20.95B
Stockholders Equity24.00B20.87B18.95B20.59B17.84B
Cash Flow
Free Cash Flow2.52B2.37B2.95B2.15B2.37B
Operating Cash Flow4.83B4.86B4.60B3.56B3.74B
Investing Cash Flow-5.19B-6.12B-2.21B-856.39M-2.27B
Financing Cash Flow507.26M-1.15B-2.16B-2.32B-2.91B

CRH plc Technical Analysis

Technical Analysis Sentiment
Positive
Last Price117.41
Price Trends
50DMA
113.17
Positive
100DMA
117.96
Negative
200DMA
113.20
Positive
Market Momentum
MACD
1.69
Negative
RSI
61.46
Neutral
STOCH
83.33
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For CRH, the sentiment is Positive. The current price of 117.41 is above the 20-day moving average (MA) of 107.67, above the 50-day MA of 113.17, and above the 200-day MA of 113.20, indicating a bullish trend. The MACD of 1.69 indicates Negative momentum. The RSI at 61.46 is Neutral, neither overbought nor oversold. The STOCH value of 83.33 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CRH.

CRH plc Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
75
Outperform
$38.00B34.8112.79%0.67%6.54%32.48%
73
Outperform
$18.07B1.7310.45%0.74%-6.34%210.97%
72
Outperform
$37.21B33.0211.90%0.51%1.99%-41.08%
70
Outperform
$77.66B26.4615.21%1.17%4.28%0.39%
70
Outperform
$6.20B16.1928.78%0.47%1.50%-4.44%
65
Neutral
$4.81B25.3910.27%5.52%-25.56%
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CRH
CRH plc
116.21
32.39
38.64%
CX
Cemex SAB
11.87
6.72
130.49%
EXP
Eagle Materials
197.10
-18.33
-8.51%
MLM
Martin Marietta Materials
616.94
128.49
26.31%
VMC
Vulcan Materials
291.25
52.39
21.94%
KNF
Knife River Corporation
84.82
-8.25
-8.86%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Mar 26, 2026