Question · Q4 2025
Asher Stone inquired about Amrize's updated outlook for 2026 compared to three months prior, specifically regarding project backlogs and cancellations. He also asked for a breakdown of the positive volume growth outlook for 2026 across commercial, infrastructure, and residential end markets.
Answer
Chairman and CEO Jan Jenisch noted accelerating customer demand, particularly in infrastructure and the commercial market, driven by data centers, logistics, and manufacturing. He stated there were no canceled projects, only previously sidelined or slowed ones now resuming, attributing this to recent interest rate cuts. For 2026, he expects significant growth in residential repair and refurbishment but no growth in new residential construction.
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