Analyst Consensus ?
ConsensusBuy21 ratings
Bullish1571.4%
Neutral628.6%
Bearish00.0%
CRH plc · CRH · FY2025 Q4 · Calendar Q1 2026
CRH maintains 2026 outlook as infrastructure demand supports growth
The call supports a constructive but conditional view: management expects infrastructure demand, portfolio synergies and growth investment to support 2026, while funding, integration and cost risks remain material.
Reported After market closeNYSEBasic Materials
$54.59B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.52
Consensus $1.52
EPS surprise
0.0%
Reported versus consensus
Reported revenue
$9.42B
Consensus $9.50B
Revenue surprise
-0.9%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+0.6%
Event window
SPY move
-0.3%
Same window
Abnormal move
+0.9%
Stock minus SPY
Volume
1.3×
Versus trailing sessions
Subsequent drift
-19.5%
Up to 20 sessions
CRHSPY benchmark
Ask FN2 about CRH FY2025 Q4
Transcript, numbers and history already loaded
Why did CRH rise 0.6% after beating EPS estimates in FY2025 Q4?What changed in CRH's guidance and outlook in FY2025 Q4?Give me the bull and bear case for CRH after FY2025 Q4 earnings.
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Transcript intelligence
What changed
Management maintained the 2026 outlook and emphasized a broader connected portfolio across aggregates, cement, roads and water. The current analysis also highlights Voda AI, additional capacity projects and early Eco Material integration progress.
Guidance delta
Management maintained 2026 adjusted EBITDA guidance of $8.1–$8.5 billion; the prior quarter had raised guidance for 2025.
Key takeaways
- Management described 2025 as a record year, with double-digit adjusted EBITDA growth and continued margin expansion.
- The 2026 adjusted EBITDA outlook remains $8.1–$8.5 billion, supported by transportation, water and reindustrialization demand.
- Capital deployment remains focused on acquisitions, growth capex, dividends and share repurchases.
- The main execution questions are integration, funding timing and cost inflation.
Management priorities
- Pursue acquisitions in high-growth markets and capture connected-portfolio synergies.
- Expand capacity through projects including quarries, grinding and precast facilities.
- Scale Voda AI for water asset management.
- Continue dividend growth and the share-repurchase program.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$81.7Current
$88Low
$127.29Average
$165.6High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 2, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| UBS | Buy | Buy | Maintain | Sep 22, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Sep 9, 2026 |
| Truist Securities | Buy | Buy | Maintain | Jul 31, 2026 |
| Stephens & Co. | Overweight | Overweight | Maintain | Jul 31, 2026 |
| Jefferies | Buy | Buy | Maintain | Jun 26, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Mar 3, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Mar 2, 2026 |
| Citigroup | Buy | Buy | Maintain | Jan 8, 2026 |
| DA Davidson | Neutral | Neutral | Maintain | Nov 12, 2025 |
| RBC Capital | Outperform | Outperform | Maintain | Nov 7, 2025 |
| Barclays | Overweight | Overweight | Maintain | Oct 20, 2025 |
| Bernstein | Outperform | Outperform | Maintain | Sep 11, 2025 |
| Stifel | Hold | Buy | Downgrade | Apr 15, 2024 |
| Redburn Partners | Buy | Neutral | Upgrade | Jan 3, 2023 |
| Berenberg | Hold | Hold | Maintain | Jan 14, 2021 |
| Canaccord Genuity | Buy | Hold | Upgrade | Nov 2, 2016 |
| Societe Generale | Hold | Buy | Downgrade | Aug 26, 2016 |
| Bank of America | Neutral | Underperform | Upgrade | Apr 25, 2016 |
| B of A Securities | Neutral | Underperform | Upgrade | Apr 24, 2016 |
| HSBC | Buy | Hold | Upgrade | Jan 27, 2016 |
| Exane BNP Paribas | Outperform | Neutral | Upgrade | Jan 15, 2016 |
Named analyst price targets
Upside is calculated against the persisted current price $81.7. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Analyst unavailable | $135 | $88 | +65.2% | Sep 22, 2026 |
| Wells Fargo | Analyst unavailable | $107 | $90.61 | +31.0% | Sep 9, 2026 |
| Berenberg Bank | Harry Goad | $140 | $92.24 | +71.4% | Sep 8, 2026 |
| D.A. Davidson | Garik Shmois | $137 | $95.79 | +67.7% | Aug 24, 2026 |
| Stephens | Analyst unavailable | $125 | $96 | +53.0% | Jul 31, 2026 |
| Wells Fargo | Analyst unavailable | $132 | $106.21 | +61.6% | Jul 8, 2026 |
| Jefferies | Analyst unavailable | $165.6 | $113.05 | +102.7% | Jun 26, 2026 |
| Morgan Stanley | Angel Castillo | $139 | $116.19 | +70.1% | Apr 15, 2026 |
| D.A. Davidson | Analyst unavailable | $120 | $125.17 | +46.9% | Feb 20, 2026 |
| Wells Fargo | Analyst unavailable | $133 | $122.46 | +62.8% | Jan 29, 2026 |
| Wells Fargo | Analyst unavailable | $138 | $131.38 | +68.9% | Jan 13, 2026 |
| UBS | Analyst unavailable | $147 | $122.76 | +79.9% | Jan 8, 2026 |
| Morgan Stanley | Angel Castillo | $140 | $123.68 | +71.4% | Dec 10, 2025 |
| Deutsche Bank | Analyst unavailable | $139 | $119.49 | +70.1% | Dec 8, 2025 |
| Barclays | Adam Seiden | $131 | $117.46 | +60.3% | Oct 20, 2025 |
| UBS | Julian Radlinger | $138 | $117.54 | +68.9% | Oct 14, 2025 |
| Morgan Stanley | Analyst unavailable | $134 | $117.85 | +64.0% | Oct 9, 2025 |
| Wells Fargo | Analyst unavailable | $135 | $116.34 | +65.2% | Oct 7, 2025 |
| UBS | Analyst unavailable | $140 | $121.1 | +71.4% | Oct 2, 2025 |
| UBS | Analyst unavailable | $152 | $119.9 | +86.0% | Oct 1, 2025 |
| RBC Capital | Anthony Codling | $108 | $85.78 | +32.2% | Apr 14, 2025 |
| Berenberg Bank | Analyst unavailable | $120 | $102.52 | +46.9% | Feb 28, 2025 |
| Truist Financial | Keith Hughes | $110 | $82.79 | +34.6% | Aug 9, 2024 |
| Morgan Stanley | Cedar Ekblom | $88 | $74.23 | +7.7% | Jul 9, 2024 |
| Truist Financial | Keith Hughes | $100 | $83.44 | +22.4% | May 13, 2024 |
| Truist Financial | Keith Hughes | $81 | $67.5 | -0.9% | Dec 14, 2023 |
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Start freeCompany context
Snapshot as of publicationCRH 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 Building Solutions, and International Solutions. The company offers building materials for the construction and maintenance of public infrastructure, and commercial and residential buildings, as well as construction and renovation of transportation infrastructure, critical utility networks, commercial and residential buildings, and outdoor living spaces; paving and construction services; and produces and sells aggregates, cementitious materials, ready mixed concrete and mortars, and asphalt.…
Historical context
All CRH earningsBasic Materials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| HMY Harmony Gold Mining Company Limited | FY2026 Q4 · Calendar Q3 2026 | 0.0% | -6.2% | Harmony Gold posts record FY2026 while Eva Copper risks remain |
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Get the CRH recap when the next report posts
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:36:15.940040+00:00
- Polygon adjusted daily market bars · 2026-10-02T04:36:02.955869+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-02T04:36:02.952919+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-02. For educational purposes only; not investment advice.