Analyst Consensus ?
ConsensusBuy21 ratings
Bullish1571.4%
Neutral628.6%
Bearish00.0%
CRH plc · CRH · FY2026 Q3 · Calendar Q4 2026
CRH lowers EBITDA guidance as it leans on Arcosa and Velocity
CRH's Q3 showed resilient demand and continued strategic investment, but the lower full-year EBITDA outlook and input-cost pressure temper the growth case. Arcosa, Velocity and infrastructure exposure are the main supports; residential softness and execution remain material counterweights.
Reported Before market openNYSEBasic Materials
$60.29B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$2.09
Consensus $2.06
EPS surprise
+1.5%
Reported versus consensus
Reported revenue
$11.40B
Consensus $11.56B
Revenue surprise
-1.4%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+4.7%
Event window
SPY move
-0.4%
Same window
Abnormal move
+5.1%
Stock minus SPY
Volume
2.2×
Versus trailing sessions
Subsequent drift
0.0%
Up to 20 sessions
CRHSPY benchmark
Ask FN2 about CRH FY2026 Q3
Transcript, numbers and history already loaded
Why did CRH rise 4.7% after beating EPS estimates in FY2026 Q3?What changed in CRH's guidance and outlook in FY2026 Q3?Give me the bull and bear case for CRH after FY2026 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Management lowered full-year Adjusted EBITDA guidance to $7.8-$8.0 billion, completed the $8.5 billion Arcosa acquisition, launched the Velocity transformation program and announced a $6 billion buyback through 2030.
Guidance delta
Full-year Adjusted EBITDA guidance was lowered to $7.8-$8.0 billion. Management cited cost inflation and continues to address it through pricing actions and operational efficiencies.
Key takeaways
- Q3 revenue rose 3% to $11.4 billion while Adjusted EBITDA was flat at $2.7 billion.
- Arcosa adds aggregates and engineered-structures capabilities and was completed during the quarter.
- Velocity targets $400 million of annual EBITDA run-rate benefits by the end of 2028, while management continues to flag diesel, haulage and residential-demand pressure.
Management priorities
- Integrate Arcosa and realize its expected synergies.
- Deploy Velocity across the organization and pursue efficiency gains.
- Continue acquisitions and shareholder returns while expanding infrastructure, water, energy-transmission and data-center exposure.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$89.61Current
$88Low
$124.45Average
$165.6High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 30, 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 |
|---|---|---|---|---|
| Barclays | Overweight | Overweight | Maintain | Oct 19, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Oct 9, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Oct 5, 2026 |
| Truist Securities | Buy | Buy | Maintain | Oct 5, 2026 |
| Citigroup | Buy | Buy | Maintain | Oct 2, 2026 |
| UBS | Buy | Buy | Maintain | Sep 22, 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 |
| DA Davidson | Neutral | Neutral | Maintain | Nov 12, 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 $89.61. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Barclays | Analyst unavailable | $110 | $83.63 | +22.8% | Oct 19, 2026 |
| Deutsche Bank | Analyst unavailable | $118 | $81.56 | +31.7% | Oct 9, 2026 |
| RBC Capital | Analyst unavailable | $135 | $82 | +50.7% | Oct 9, 2026 |
| Truist Financial | Analyst unavailable | $105 | $81.94 | +17.2% | Oct 5, 2026 |
| Wells Fargo | Analyst unavailable | $106 | $81.94 | +18.3% | Oct 5, 2026 |
| UBS | Analyst unavailable | $135 | $88 | +50.7% | Sep 22, 2026 |
| Wells Fargo | Analyst unavailable | $107 | $90.61 | +19.4% | Sep 9, 2026 |
| Berenberg Bank | Harry Goad | $140 | $92.24 | +56.2% | Sep 8, 2026 |
| D.A. Davidson | Garik Shmois | $137 | $95.79 | +52.9% | Aug 24, 2026 |
| Stephens | Analyst unavailable | $125 | $96 | +39.5% | Jul 31, 2026 |
| Wells Fargo | Analyst unavailable | $132 | $106.21 | +47.3% | Jul 8, 2026 |
| Jefferies | Analyst unavailable | $165.6 | $113.05 | +84.8% | Jun 26, 2026 |
| Morgan Stanley | Angel Castillo | $139 | $116.19 | +55.1% | Apr 15, 2026 |
| D.A. Davidson | Analyst unavailable | $120 | $125.17 | +33.9% | Feb 20, 2026 |
| Wells Fargo | Analyst unavailable | $133 | $122.46 | +48.4% | Jan 29, 2026 |
| Wells Fargo | Analyst unavailable | $138 | $131.38 | +54.0% | Jan 13, 2026 |
| UBS | Analyst unavailable | $147 | $122.76 | +64.0% | Jan 8, 2026 |
| Morgan Stanley | Angel Castillo | $140 | $123.68 | +56.2% | Dec 10, 2025 |
| Deutsche Bank | Analyst unavailable | $139 | $119.49 | +55.1% | Dec 8, 2025 |
| Barclays | Adam Seiden | $131 | $117.46 | +46.2% | Oct 20, 2025 |
| UBS | Julian Radlinger | $138 | $117.54 | +54.0% | Oct 14, 2025 |
| Morgan Stanley | Analyst unavailable | $134 | $117.85 | +49.5% | Oct 9, 2025 |
| Wells Fargo | Analyst unavailable | $135 | $116.34 | +50.7% | Oct 7, 2025 |
| UBS | Analyst unavailable | $140 | $121.1 | +56.2% | Oct 2, 2025 |
| UBS | Analyst unavailable | $152 | $119.9 | +69.6% | Oct 1, 2025 |
| RBC Capital | Anthony Codling | $108 | $85.78 | +20.5% | Apr 14, 2025 |
| Berenberg Bank | Analyst unavailable | $120 | $102.52 | +33.9% | Feb 28, 2025 |
| Truist Financial | Keith Hughes | $110 | $82.79 | +22.8% | Aug 9, 2024 |
| Morgan Stanley | Cedar Ekblom | $88 | $74.23 | -1.8% | Jul 9, 2024 |
| Truist Financial | Keith Hughes | $100 | $83.44 | +11.6% | May 13, 2024 |
| Truist Financial | Keith Hughes | $81 | $67.5 | -9.6% | Dec 14, 2023 |
Track every rating change on CRH the moment it posts. Free to start.
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 |
|---|---|---|---|---|
| VMC Vulcan Materials Company | FY2026 Q3 · Calendar Q4 2026 | +0.7% | +5.8% | Vulcan Materials: pricing and acquisitions offset energy pressure |
| LIN Linde plc | FY2026 Q3 · Calendar Q4 2026 | +1.5% | -1.0% | Linde posts record sales as restructuring weighs on the outlook |
Latest beats and misses
Who reports nextBeat on EPS
- DXCMFY2026 Q3 · October 29, 2026+8.1% EPS+5.6% move
- ALNYFY2026 Q3 · October 29, 2026+879.5% EPS-25.1% move
- KIMFY2026 Q3 · October 29, 2026+101.6% EPS+4.4% move
- FTIFY2026 Q3 · October 29, 2026+19.9% EPS-6.2% move
- CARRFY2026 Q3 · October 29, 2026+14.8% EPS-1.3% move
- MAFY2026 Q3 · October 29, 2026+2.7% EPS+4.2% move
Missed on EPS
- SYKFY2026 Q3 · October 29, 2026-0.8% EPS-5.0% move
- DLR-PJFY2026 Q3 · October 29, 2026-8.4% EPS— move
- DLRFY2026 Q3 · October 29, 2026-8.4% EPS-3.0% move
- EGFY2026 Q3 · October 28, 2026-18.8% EPS+3.5% move
- MKLFY2026 Q3 · October 28, 2026-2.3% EPS+1.2% move
- KYMRFY2026 Q3 · October 29, 2026-4.8% EPS+0.1% move
Get the CRH recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-10-29T17:11:19.132616+00:00
- FN2 earnings calendar · 2026-10-30T01:23:13.979536+00:00
- Polygon adjusted daily market bars · 2026-10-30T12:20:44.223864+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-30T12:20:44.221044+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 2026-10-30. For educational purposes only; not investment advice.