CRH
FY2026 Q1 · Calendar Q2 2026
CRH plc
CRH opened FY2026 with broad-based strength: Q1 revenue rose 9% to $7.4 billion and adjusted EBITDA grew 18% to $586 million, beating consensus revenue estimates by 4.3%. The quarter featured aggressive portfolio reshaping — $1.9 billion of non-core divestitures (Lawn & Garden, MoistureShield, and a third business) paired with $900 million of acquisitions anchored by the ~$700 million Axius Water purchase, which deepens CRH's U.S. water-quality platform. Management reaffirmed full-year adjusted EBITDA guidance of $8.1–$8.5 billion, raised the dividend 5% to $0.39 per share, and launched a $300 million share-buyback tranche. The stock initially rose 4.4% on results but has since drifted approximately 8% lower, leaving it at $102.11 — roughly 27% below the analyst consensus target of $139.15. The gap reflects robust near-term execution against investor uncertainty about IIJA…
EPS surprise-23.5%
Market move+4.4%
