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Shane Carberry

Research Analyst at Goodbody

London, GB

Shane Carberry is the Head of Industrials Research at Goodbody, specializing in equity research within the industrials sector and covering major companies such as Kingspan and CRH PLC. He is recognized for his bullish insights on companies’ growth strategies, with projections such as over 30% profit growth for Kingspan's data center business in 2025 and providing actionable views on margin expansion and market penetration. With a track record including detailed research on capital allocation and industry valuation, Carberry brings several years of equity research experience to his leadership role, having worked with Goodbody since at least the early 2020s. While his public professional credentials and specific securities licenses are not listed, he is a senior member of Goodbody’s research team and regularly features in industry commentary and earnings discussions.

Shane Carberry's questions to CRH PUBLIC LTD (CRH) leadership

Question · Q4 2025

Shane Carberry asked for more detail on the strong growth in the International Solutions business in 2025, specifically the factors contributing to its significant margin increase.

Answer

CEO Jim Mintern attributed the strong 2025 performance (8% revenue, 23% EBITDA, 200 bps margin expansion) to robust Eastern European infrastructure funding and reindustrialization, strong Western European infrastructure (Ireland, Nordics, Spain), and a successful year in Australia driven by Adbri integration synergies and residential recovery, alongside portfolio optimization.

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Question · Q4 2025

Shane Carberry from Goodbody inquired about the strong growth observed in CRH's International Solutions business in 2025, seeking more detailed insights into the specific factors contributing to the significant year-over-year margin increase.

Answer

CEO Jim Mintern attributed the strong 2025 performance (8% revenue up, 23% EBITDA up, 200 basis points margin expansion) to a strong year from Eastern European business (EU funding, reindustrialization, residential recovery), good performance in Western Europe (infrastructure, strong in Ireland, Nordics, Spain), and a very strong year in Australia (first full year of Adbri, early synergy delivery, residential recovery). He also noted positive momentum for 2026, including expected recovery in France and the U.K. residential markets and continued growth in Australia, alongside a ninth consecutive year of good pricing in European cement.

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Question · H1 2025

Shane Carberry asked for an update on the performance of the Adbri acquisition in Australia and inquired about the key drivers behind the margin expansion seen across all three divisions.

Answer

CEO Jim Mintern stated that Adbri is performing ahead of expectations due to the implementation of CRH's operational and commercial excellence programs. COO Randy Lake attributed the broad margin expansion to effective production planning, a variabilized cost base, targeted CapEx in automation, and strong execution by the global procurement team.

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