Amrize AG posts fall in Q4 revenue; announces $1 bln share buyback

Amrize AG

17/02/2026 21:26

Overview

Building materials firm's Q4 revenue down 0.4% yr/yr

Company announced $1 bln share repurchase program and special one-time dividend

Building Materials segment Q4 revenue grew 3.9%, driven by aggregates pricing growth

Outlook

Amrize expects 2026 revenues to grow 4-6% to $12.29 bln - $12.52 bln

Company forecasts 2026 adjusted EBITDA to rise 8-11% to $3.25 bln - $3.34 bln

Amrize plans $900 mln in capital expenditures for 2026

Result Drivers

INFRASTRUCTURE DEMAND - Co attributed revenue growth to infrastructure demand and improving commercial market

BUILDING MATERIALS GROWTH - Segment revenue grew 3.9% in Q4 driven by higher volumes and aggregates pricing

RESIDENTIAL ROOFING CHALLENGES - Softer residential roofing demand impacted Building Envelope segment

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$2.84 bln
Q4 EPS
$0.54
Q4 Net Income
$298 mln
Q4 Adjusted EBITDA
$779 mln
Q4 Adjusted EBITDA Margin
27.40%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 5 "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 CHF47.00, about 6.6% above its February 17 closing price of CHF44.09

Press Release: ID:nBw6hdBMqa

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.)