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CRH plc
(NYSE:CRH)
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Rating:71Outperform
Price Target:
$111.00
â–²(11.14% Upside)
Action:Reiterated
Date:08/06/26
CRH scores well on fundamentals and outlook: strong profitability and reaffirmed guidance/strategic momentum support the rating. The score is held back by weaker technical trend signals (price below key moving averages, negative MACD) and by financial risk factors highlighted in the statements—higher leverage and only moderate cash conversion.
Positive Factors
Resilient Profitability & Scale
CRH’s margins and scale are durable advantages in building materials: consistent gross/EBITDA margins and steady net margin reflect pricing power, cost control and vertical integration. This supports long-term cash generation and resilience across project cycles and geographies.
Negative Factors
Elevated Leverage Post-Acquisitions
CRH’s increased debt burden reduces balance-sheet flexibility and raises refinancing and covenant risk through economic cycles. Higher leverage constrains capital allocation optionality, increasing sensitivity to interest-rate moves and integration costs from large acquisitions like Arcosa.
Read all positive and negative factors
Positive Factors
Negative Factors
Resilient Profitability & Scale
CRH’s margins and scale are durable advantages in building materials: consistent gross/EBITDA margins and steady net margin reflect pricing power, cost control and vertical integration. This supports long-term cash generation and resilience across project cycles and geographies.
Read all positive factors
CRH plc Key Performance Indicators (KPIs)
Any
Revenue by Segment
Splits total revenue across CRH’s business segments or regions, making it clear which parts of the company are driving top‑line growth, how diversified the business is, and which segments could amplify or dampen performance in tougher economic conditions.
Splits total revenue across CRH’s business segments or regions, making it clear which parts of the company are driving top‑line growth, how diversified the business is, and which segments could amplify or dampen performance in tougher economic conditions.
Data provided by:
The Fly
The FlyCRH plc (CRH) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$64.63B
Dividend Yield1.59%
Average Volume (3M)4.27M
Price to Earnings (P/E)15.2
Beta (1Y)1.29
Revenue Growth6.29%
EPS Growth18.35%
CountryUS
Employees83,032
SectorBasic Materials
Sector Strength58
IndustryConstruction Materials
Share Statistics
EPS (TTM)6.41
Shares Outstanding665,284,500
10 Day Avg. Volume3,615,579
30 Day Avg. Volume4,267,181
Financial Highlights & Ratios
PEG Ratio2.37
Price to Book (P/B)3.50
Price to Sales (P/S)2.24
P/FCF Ratio28.85
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$138.50Price Target Upside38.68% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering10
EPS Forecast (FY)5.92
Revenue Forecast (FY)$39.75B
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 manufacturing and distributing building materials and by providing related construction solutions to public- and private-sector customers. A major source of revenue comes from selling heavy building materials—such as aggregates ...
CRH plc Earnings Call Summary
Earnings Call Date:Jul 30, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:Nov 05, 2026
Earnings Call Sentiment Positive
The call communicates a predominantly positive operational and financial picture: record Q2 results, broad-based margin expansion, active and value-accretive M&A, a large strategic acquisition (Arcosa) with material synergy potential, and reaffirmed full-year guidance. Notable near-term headwinds include inflationary cost pressures (haulage), regionally adverse weather impacts, subdued U.S. new-build residential demand affecting ready-mix and Americas Building Solutions, and execution/approval risk tied to the large Arcosa transaction. Overall, the positive drivers (growth, margin expansion, M&A and guidance reaffirmation) meaningfully outweigh the localized and manageable challenges highlighted on the call.Positive Updates
Record Second Quarter Financial Results
Total revenues of $10.8 billion, up 6% year-over-year; adjusted EBITDA of over $2.6 billion, up 7%; overall margin expansion of 30 basis points; diluted EPS increased 14% (includes $0.16 net gain on divestitures).
Negative Updates
Americas Building Solutions Softness
Americas Building Solutions revenues and adjusted EBITDA were 2% and 8% behind prior year, respectively — impacted by recently completed divestitures and a subdued new-build residential market; elevated haulage costs pressured margins in the quarter.
Read all updates
Q2-2026 Updates
Positive
Negative
Record Second Quarter Financial Results
Total revenues of $10.8 billion, up 6% year-over-year; adjusted EBITDA of over $2.6 billion, up 7%; overall margin expansion of 30 basis points; diluted EPS increased 14% (includes $0.16 net gain on divestitures).
Read all positive updates
Company Guidance
CRH reaffirmed 2026 guidance of full‑year adjusted EBITDA $8.1–$8.5 billion, net income $3.9–$4.1 billion and diluted EPS $5.60–$6.05 (assumes normal seasonal weather and no major macro/geopolitical dislocations) and expects continued margin expansion for the year; longer‑term targets include ~ $40 billion of financial capacity over five years (allocated ~70% to growth, 30% to returns), 2030 annual revenue growth of 7–9%, adjusted EBITDA margin of 22–24% and average adjusted free cash flow conversion >100%. Management also highlighted near‑term capital activity and puts/ takes that feed guidance: Q2 revenue $10.8 billion and adjusted EBITDA >$2.6 billion, YTD M&A $1.4 billion (17 deals, largest Axius Water ~ $700 million), divestments $1.9 billion (3 deals), growth CapEx ~ $800 million, ~$1.2 billion returned to shareholders YTD with the quarterly dividend raised to $0.39 (+5%); the Arcosa agreement (EV ~ $8.5 billion at $150/share, expected close Q1 2027) is expected to deliver ~$175 million run‑rate synergies by year 3 (≈$60 million year 1), buybacks are paused, and FX is expected to be negligible.CRH plc Financial Statement Overview
Summary
Income Statement
84
Very Positive
Balance Sheet
73
Positive
Cash Flow
66
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 57.95B | 37.45B | 34.35B | 31.76B | 30.41B | 25.76B |
| Gross Profit | 20.74B | 13.53B | 12.27B | 10.87B | 10.05B | 8.45B |
| EBITDA | 11.68B | 7.48B | 6.88B | 5.47B | 5.00B | 4.50B |
| Net Income | 5.42B | 3.73B | 3.46B | 3.15B | 3.89B | 2.26B |
Balance Sheet | ||||||
| Total Assets | 58.55B | 58.33B | 48.88B | 43.14B | 42.11B | 39.40B |
| Cash, Cash Equivalents and Short-Term Investments | 3.02B | 4.10B | 3.75B | 5.76B | 5.51B | 5.10B |
| Total Debt | 19.81B | 19.70B | 14.78B | 11.83B | 10.10B | 10.72B |
| Total Liabilities | 33.02B | 32.85B | 26.81B | 23.49B | 20.70B | 20.95B |
| Stockholders Equity | 24.04B | 24.00B | 20.87B | 18.95B | 20.59B | 17.84B |
Cash Flow | ||||||
| Free Cash Flow | 2.77B | 2.91B | 2.37B | 2.95B | 2.15B | 2.37B |
| Operating Cash Flow | 5.42B | 5.63B | 4.86B | 4.60B | 3.56B | 3.74B |
| Investing Cash Flow | -4.84B | -6.04B | -6.12B | -2.21B | -922.47M | -2.27B |
| Financing Cash Flow | -341.00M | 596.00M | -1.15B | -2.16B | -2.51B | -2.91B |
CRH plc Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% |
* Basic Materials Sector Average
Performance Comparison
CRH plc Corporate Events
Business Operations and StrategyM&A TransactionsPrivate Placements and Financing
CRH secures term loan to fund Arcosa acquisition
Positive
Jul 17, 2026
On June 22, 2026, CRH’s U.S. subsidiary agreed to acquire Arcosa, Inc. via a merger that will make Arcosa a wholly owned subsidiary, supported by a previously arranged $5.75 billion bridge financing to fund part of the purchase price and ref...
Business Operations and StrategyStock BuybackM&A TransactionsPrivate Placements and Financing
CRH to Acquire Arcosa, Expanding U.S. Infrastructure Footprint
Positive
Jun 22, 2026
On June 21, 2026, CRH’s U.S. subsidiary agreed to acquire Arcosa in an all-cash merger that will see Arcosa become a wholly owned unit, with shareholders receiving $150 per share in cash, valuing the target at about $8.5 billion. The deal ca...
Business Operations and StrategyExecutive/Board Changes
CRH plc Adds Tony Will to Board of Directors
Positive
Jun 16, 2026
On June 16, 2026, CRH plc announced that its Board of Directors would expand from 12 to 13 members and that W. Anthony (Tony) Will, former president and CEO of CF Industries Holdings Inc., had been elected as a non-management director effective Ju...
Business Operations and StrategyShareholder Meetings
CRH Shareholders Approve Cancellation of Legacy Preference Shares
Positive
May 21, 2026
On May 21, 2026, CRH plc reported that holders of its 7% “A” cumulative preference shares and 5% cumulative preference shares approved the cancellation of their respective classes at separately convened scheme meetings. The resolutions...
Executive/Board Changes
CRH plc Names New Chief Financial Officer for Continuity
Neutral
May 15, 2026
CRH plc has appointed long-serving executive Aylwyn Bryan as Chief Financial Officer, effective May 12, 2026, succeeding Nancy Buese, who stepped down by mutual agreement on May 11, 2026 and will remain as a non‑executive employee until Augu...
Business Operations and StrategyStock BuybackShareholder Meetings
CRH Shareholders Approve AGM Resolutions and Capital Simplification
Positive
May 8, 2026
CRH plc held its 2026 Annual General Meeting on May 7, 2026, where shareholders re-elected all 12 director nominees and approved, on an advisory basis, executive compensation for 2025 and the ratification of Deloitte as the company’s externa...
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.