Amrize Q1 adjusted loss per share widens on soft roofing demand

Amrize AG

29/04/2026 21:41

Overview

North America building materials supplier's Q1 revenue rose 4.7%, beating analyst expectations

Adjusted diluted loss per share widened

Company completed PB Materials acquisition and plans $1 bln share buyback after Q1 results

Outlook

Amrize sees 2026 revenue between $12.29 bln and $12.52 bln

Company expects 2026 adjusted EBITDA of $3.25 bln to $3.34 bln

Amrize expects low-single digit growth in commercial roofing and flat residential roofing volumes in 2026

Result Drivers

BUILDING MATERIALS VOLUME GROWTH - Higher cement and aggregates volumes, supported by new project starts and supply agreements, drove revenue growth in Building Materials

PB MATERIALS ACQUISITION - PB Materials acquisition contributed positively to results in the quarter

SOFT ROOFING DEMAND - Building Envelope segment results were negatively affected by soft industry volumes, lower pricing, and a temporary plant disruption

Company press release: ID:nBw1n73SNa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$2.18 bln
$2.14 bln (6 Analysts)
Q1 EPS
Miss
-$0.21
-$0.13 (7 Analysts)
Q1 Net Income
-$118 mln
Q1 Adjusted EBITDA
Miss
$192 mln
$218.82 mln (5 Analysts)
Q1 Adjusted EBITDA Margin
8.80%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 8 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the construction materials peer group is "buy"

Wall Street's median 12-month price target for Amrize AG is $69.00, about 20.1% above its April 28 closing price of $57.47

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)