CRH plc (CRH)
NYSE:CRH
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CRH plc
(NYSE:CRH)
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Rating:70Outperform
Price Target:
$117.00
▲(9.84% 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
Cash generation & balance sheet
Very strong free cash flow and high conversion in 2025 provide durable internal funding for maintenance and growth capex, buybacks and dividends. Low-ish net debt/EBITDA (~1.8x) gives financial flexibility across cycles and supports continued capital returns and reinvestment.
Negative Factors
Rising leverage trend
Elevated and rising leverage increases vulnerability to demand slowdowns or rate rises, reducing financial flexibility. If cyclical construction activity weakens, servicing higher debt and maintaining investment and dividend plans could constrain strategic options or force asset sales.
Read all positive and negative factors
Positive Factors
Negative Factors
Cash generation & balance sheet
Very strong free cash flow and high conversion in 2025 provide durable internal funding for maintenance and growth capex, buybacks and dividends. Low-ish net debt/EBITDA (~1.8x) gives financial flexibility across cycles and supports continued capital returns and reinvestment.
Read all positive factors
CRH plc (CRH) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$70.87B
Dividend Yield1.17%
Average Volume (3M)3.75M
Price to Earnings (P/E)10.2
Beta (1Y)1.32
Revenue Growth4.28%
EPS Growth0.39%
CountryUS
Employees79,800
SectorBasic Materials
Sector Strength58
IndustryConstruction Materials
Share Statistics
EPS (TTM)1.52
Shares Outstanding668,250,800
10 Day Avg. Volume2,924,112
30 Day Avg. Volume3,745,118
Financial Highlights & Ratios
PEG Ratio-3.94
Price to Book (P/B)3.50
Price to Sales (P/S)2.64
P/FCF Ratio33.33
Enterprise Value/Market Cap1.22
Enterprise Value/Revenue1.76
Enterprise Value/Gross Profit4.94
Enterprise Value/Ebitda8.93
Forecast
1Y Price Target
$142.80Price Target Upside34.06% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering14
EPS Forecast (FY)6
Revenue Forecast (FY)$39.76B
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:May 13, 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
Positive
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
Income Statement
78
Positive
Balance Sheet
71
Positive
Cash Flow
67
Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 31.87B | 34.35B | 31.76B | 30.41B | 25.76B |
| Gross Profit | 11.51B | 12.27B | 10.87B | 10.05B | 8.45B |
| EBITDA | 6.37B | 6.88B | 5.47B | 5.00B | 4.50B |
| Net Income | 3.17B | 3.34B | 2.87B | 3.63B | 2.26B |
Balance Sheet | |||||
| Total Assets | 49.64B | 48.88B | 43.14B | 42.11B | 39.40B |
| Cash, Cash Equivalents and Short-Term Investments | 4.10B | 3.75B | 5.76B | 5.51B | 5.10B |
| Total Debt | 19.70B | 14.78B | 11.83B | 10.10B | 10.72B |
| Total Liabilities | 32.85B | 26.81B | 23.49B | 20.70B | 20.95B |
| Stockholders Equity | 24.00B | 20.87B | 18.95B | 20.59B | 17.84B |
Cash Flow | |||||
| Free Cash Flow | 2.52B | 2.37B | 2.95B | 2.15B | 2.37B |
| Operating Cash Flow | 4.83B | 4.86B | 4.60B | 3.56B | 3.74B |
| Investing Cash Flow | -5.19B | -6.12B | -2.21B | -856.39M | -2.27B |
| Financing Cash Flow | 507.26M | -1.15B | -2.16B | -2.32B | -2.91B |
CRH plc Technical Analysis
Negative
106.52
Price Trends
117.36
Negative
118.58
Negative
111.74
Negative
Market Momentum
-4.62
Negative
43.73
Neutral
60.08
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For CRH, the sentiment is Negative. The current price of 106.52 is below the 20-day moving average (MA) of 107.95, below the 50-day MA of 117.36, and below the 200-day MA of 111.74, indicating a bearish trend. The MACD of -4.62 indicates Negative momentum. The RSI at 43.73 is Neutral, neither overbought nor oversold. The STOCH value of 60.08 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for CRH.
CRH plc Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
75 Outperform | $35.20B | 34.81 | 12.79% | 0.67% | 6.54% | 32.48% | |
73 Outperform | $17.17B | 1.73 | 10.45% | 0.74% | -6.34% | 210.97% | |
72 Outperform | $35.55B | 33.02 | 11.90% | 0.51% | 1.99% | -41.08% | |
70 Outperform | $70.87B | 10.17 | 15.21% | 1.17% | 4.28% | 0.39% | |
70 Outperform | $5.87B | 16.19 | 28.78% | 0.47% | 1.50% | -4.44% | |
65 Neutral | $4.98B | 25.39 | 9.71% | ― | 5.52% | -25.56% | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% |
* Basic Materials Sector Average
CRH
CRH plc
106.05
12.80
13.73%
CX
Cemex SAB
11.33
5.40
91.00%
EXP
Eagle Materials
186.69
-41.07
-18.03%
MLM
Martin Marietta Materials
589.42
109.13
22.72%
VMC
Vulcan Materials
269.53
34.14
14.50%
KNF
Knife River Corporation
87.90
-8.05
-8.39%
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.