CRH plc Earnings Call Transcripts
Fiscal Year 2026
-
The acquisition of Arcosa for $8.5 billion accelerates growth, strengthens leadership in U.S. infrastructure, and is expected to deliver $175 million in synergies by year three. The deal is accretive within 12 months, expands presence in high-growth markets, and supports long-term financial targets.
-
Q1 2026 saw strong revenue and EBITDA growth, margin expansion, and robust demand across key segments, supported by strategic acquisitions and divestitures. Full-year guidance is reaffirmed, with continued focus on portfolio optimization and shareholder returns.
Fiscal Year 2025
-
Record 2025 results with double-digit EBITDA growth, margin expansion, and strong cash generation. $4.1B invested in acquisitions, $1.7B in growth CapEx, and robust shareholder returns. 2026 guidance projects further EBITDA and EPS growth, supported by strong infrastructure funding and megatrends.
-
Record Q3 results with 10% adjusted EBITDA growth, margin expansion, and raised 2025 guidance. Strong demand, pricing, and M&A drove performance across all segments, with robust infrastructure and reindustrialization trends supporting a positive 2026 outlook.
-
CRH outlined a strategy to deploy $40 billion over five years, targeting 7–9% annual revenue growth and 22–24% EBITDA margins by 2030. The company leverages unmatched scale, a connected portfolio, and disciplined capital allocation to drive superior shareholder value, focusing on high-growth platforms in aggregates, cementitious, roads, and water.
-
Record Q2 results with 6% revenue and 9% adjusted EBITDA growth, driven by strong demand, pricing, and acquisitions. Full-year guidance raised, with robust backlogs and continued margin expansion across all segments. Major acquisition of EcoMaterial Technologies to boost North American cementitious capacity.
-
Q1 2025 saw revenue and adjusted EBITDA growth despite weather and macro headwinds, with strong pricing and acquisition contributions. Guidance for 2025 is reaffirmed, supported by robust infrastructure demand, disciplined capital allocation, and a positive outlook across key markets.
Fiscal Year 2024
-
Achieved double-digit profit growth and margin expansion in 2024, driven by strong operational execution, $5B in acquisitions, and robust demand in key markets. 2025 guidance anticipates further growth, with infrastructure and non-residential segments leading.
-
Q3 2024 saw double-digit growth in Adjusted EBITDA and EPS, with strong pricing and margin expansion across key segments. Full-year guidance is reaffirmed, supported by robust infrastructure demand, strategic acquisitions, and disciplined capital allocation.
-
Q2 2024 saw double-digit growth in Adjusted EBITDA, margin, and EPS, driven by strong pricing, cost control, and acquisitions, despite weather and inflation challenges. Full-year guidance was raised, with robust infrastructure demand and continued capital returns to shareholders.