prominent analyst at Jefferies
Glynis Johnson is a prominent analyst at Jefferies, recognized as the top U.K. analyst for 2023. She delivered a success rate of 80% and an average return of 7.1% for the year, with notable stock picks including CRH Plc. Johnson's career highlights include maintaining a buy rating for CRH and adjusting its target price, reflecting a positive outlook on the company's prospects. While specific details about her career timeline and professional credentials are not readily available, her performance metrics underscore her expertise in stock analysis.
Glynis Johnson followed up on the ASPIRE program, asking how much of the Q3 margin improvements and lower non-allocated costs were attributable to ASPIRE, or if its impact would primarily be from Q4 onwards.
Ian Johnston, CFO, stated that the ASPIRE program had a very limited impact in Q3. He expects positive impacts to begin materializing in Q4 and fully into 2026, aiming for 50 basis points of margin expansion.
Glynis Johnson followed up on the Aspire program, asking how much of the Q3 margin improvements and lower non-allocated costs were attributable to the program.
Ian Johnston, CFO of Amrize, stated that while Aspire program actions were underway, very limited positive impact was seen in Q3. He expects materialization from Q4 onwards, with the full 50 basis points margin expansion beginning in 2026.
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