Earnings summaries and quarterly performance for Amrize.
Research analysts who have asked questions during Amrize earnings calls.
Pujarini Ghosh
AB Bernstein
5 questions for AMRZ
Also covers: HOLN, RCWBY, RCWLY
TZ
Tom Zhang
Barclays Capital
5 questions for AMRZ
Also covers: HOLN, MT
YT
Yassine Touahri
On Field Investment Research
5 questions for AMRZ
Also covers: CODYY, CX, HDELY +3 more
Adrian Huerta
JPMorgan Chase & Co.
4 questions for AMRZ
Also covers: CRH, CX, VMC +1 more
Arnaud Lehmann
Bank of America
4 questions for AMRZ
Also covers: BAFBF, CODYY, RCWLY
KH
Keith Hughes
Truist Financial Corporation
4 questions for AMRZ
Also covers: AWI, BLD, BLDR +21 more
Cedar Ekblom
Morgan Stanley
3 questions for AMRZ
Also covers: AMKBY, CODYY, HOLN
AP
Antony Pesimari
Cementir Holding
2 questions for AMRZ
Bryan Blair
Oppenheimer
2 questions for AMRZ
Also covers: AOS, CSL, DCI +13 more
CC
Carlos Caburrasi
Kepler Cheuvreux
2 questions for AMRZ
GJ
Glynis Johnson
Jefferies
2 questions for AMRZ
Julian Radlinger
UBS
2 questions for AMRZ
JR
Julia Radlinger
UBS Group AG
2 questions for AMRZ
Martin Hüsler
Zürcher Kantonalbank
2 questions for AMRZ
Also covers: HOLN
TT
Timna Tanners
Wolfe Research
2 questions for AMRZ
Also covers: AA, ATI, AZZ +20 more
Trey Grooms
Stephens Inc.
2 questions for AMRZ
Also covers: ACA, AZEK, BECN +15 more
WJ
Will Jones
Keefe, Bruyette & Woods (KBW)
2 questions for AMRZ
Also covers: AMTB, CFR, CODYY +6 more
AS
Asher Sohnen
Citigroup
1 question for AMRZ
Also covers: CNM, EXP, VMC
AS
Asher Stone
Citigroup Inc.
1 question for AMRZ
ER
Elodie Rall
JPMorgan Chase & Co.
1 question for AMRZ
Also covers: CODYY, FER, HOLN
Ephrem Ravi
Citigroup
1 question for AMRZ
Also covers: GLNCY, HOLN, MT
HD
Harry Dow
Rothschild & Co Redburn
1 question for AMRZ
Also covers: HOLN
JB
John Bell
Deutsche Bank
1 question for AMRZ
Also covers: HOLN
LP
Luis Prieto
Kepler Cheuvreux
1 question for AMRZ
Also covers: FER, HOLN
MC
Marcus Cole
UBS Group
1 question for AMRZ
Also covers: HOLN, RCWBY, RCWLY
Martin Hüsler
ZKB
1 question for AMRZ
Also covers: SHLAF
PR
Paul Roger
BNP Paribas
1 question for AMRZ
Also covers: CX, HOLN
Recent press releases and 8-K filings for AMRZ.
Amrize Reports Q4 and Full-Year 2025 Results, Issues 2026 Guidance
AMRZ
Earnings
Guidance Update
M&A
- Amrize reported full-year 2025 revenues of $11.8 billion, an increase of 0.9%, and adjusted EBITDA of $3 billion, with a net leverage ratio of 1.1x.
- For 2026, the company provided guidance for revenue growth of 4%-6% and adjusted EBITDA growth of 8%-11%, anticipating accelerating customer demand.
- The board approved a $1 billion share repurchase program and proposed a special one-time dividend of $0.44 per share, along with an annual ordinary dividend of $0.44 per share.
- Strategic initiatives include increasing investments to $900 million in 2026, the acquisition of PB Materials (expected to add over $180 million in annual revenue), and the Aspire program targeting 70 basis points of margin expansion in 2026.
Feb 18, 2026, 1:30 PM
Amrize Reports Q4 and Full-Year 2025 Results, Provides 2026 Guidance, and Announces Capital Returns
AMRZ
Earnings
Guidance Update
M&A
- For the full year 2025, Amrize increased revenues by 0.9% to $11.8 billion, generated $3 billion in adjusted EBITDA, and produced $1.5 billion in cash flow. The company ended the year with a net leverage ratio of 1.1 times.
- Amrize has set its 2026 guidance, reflecting accelerating customer demand and profitable growth, including 4%-6% growth in revenues and 8%-11% growth in Adjusted EBITDA.
- The company announced a $1 billion share repurchase program and proposed a special one-time dividend of $0.44 per share, along with an annual ordinary dividend of $0.44 per share.
- Amrize plans to increase investments to $900 million in 2026 and expects the acquisition of PB Materials, which adds over $180 million in annual revenue, to close in the first quarter of 2026. The Aspire program is targeting 70 basis points of margin expansion in 2026.
Feb 18, 2026, 1:30 PM
Amrize Reports Q4 and Full Year 2025 Results, Issues 2026 Guidance
AMRZ
Earnings
Guidance Update
Share Buyback
- Amrize reported full-year 2025 revenues of $11.8 billion, a 0.9% increase, with $3 billion in adjusted EBITDA and $1.5 billion in cash flow, ending the year with a net leverage ratio of 1.1 times.
- For Q4 2025, total company revenues were slightly lower by 0.4%, but the Building Materials segment saw revenues grow 3.9% and Adjusted EBITDA margins expand by 60 basis points.
- The company issued 2026 guidance, projecting revenue growth of 4%-6% and Adjusted EBITDA growth of 8%-11%, including contributions from the PB Materials acquisition.
- Amrize announced a $1 billion share repurchase program and proposed both a special one-time dividend of $0.44 per share and an annual ordinary dividend of $0.44 per share.
- Strategic initiatives include the acquisition of PB Materials and the Aspire program, which targets 70 basis points of margin expansion in 2026 and $250 million in total synergies by 2028.
Feb 18, 2026, 1:30 PM
Amrize Announces Q4 and Full-Year 2025 Results, Proposes Shareholder Return Plan, and Provides 2026 Guidance
AMRZ
Earnings
Guidance Update
Share Buyback
- Amrize reported full-year 2025 revenues of $11.8 billion and Adjusted EBITDA of $3.0 billion, delivering Free Cash Flow of $1.5 billion and achieving a Net Leverage Ratio of 1.1x as of December 31, 2025.
- For full-year 2026, the company projects revenues to increase by 4-6% (to $12.29 billion to $12.52 billion) and Adjusted EBITDA to grow by 8-11% (to $3.25 billion to $3.34 billion).
- The Board proposed a shareholder return plan including a $1.0 billion share repurchase authorization and an annual ordinary dividend of $0.44 per share, alongside a special one-time dividend of $0.44 per share.
- Amrize increased CapEx to $788 million in 2025 and plans to further increase it to $900 million in 2026, while also announcing the acquisition of PB Materials to strengthen its aggregates footprint.
Feb 17, 2026, 9:18 PM
Amrize Reports Strong Q3 2025 Revenue Growth and Raises Full-Year Revenue Guidance
AMRZ
Earnings
Guidance Update
New Projects/Investments
- Amrize reported strong revenue growth of 6.6% in Q3 2025, driven by continued infrastructure demand and an improving commercial market.
- The company generated $674 million in free cash flow, an increase of $221 million from the prior year, and reduced net debt to approximately $5 billion, bringing the net leverage ratio to under 1.7x.
- Building Materials revenue increased 8.7%, with 6% cement volume growth and 10.1% aggregates pricing growth, though adjusted EBITDA was impacted by a $50 million temporary equipment outage.
- The Building Envelope segment delivered substantial margin expansion of 190 basis points to an adjusted EBITDA margin of 24.1%, attributed to operational efficiencies and lower raw material costs.
- Amrize raised its revenue guidance for 2025 and confirmed its EBITDA and net leverage ratio targets, with savings from the ASPIRE program expected to begin in Q4.
Oct 29, 2025, 1:00 PM
Amrize reports strong Q3 2025 revenue growth and raises full-year guidance
AMRZ
Earnings
Guidance Update
New Projects/Investments
- Amrize reported strong revenue growth of 6.6% in Q3 2025, driven by continued infrastructure demand and an improving commercial market, with Building Materials revenue increasing 8.7% to $2.8 billion and Building Envelope revenue increasing 0.7% to $901 million.
- The company generated strong free cash flow of $674 million, an increase of $221 million from the prior year, and reduced net debt by $612 million to approximately $5 billion, bringing the net leverage ratio to under 1.7 times.
- Adjusted EBITDA for Building Materials was $902 million with a 32.5% margin, while Building Envelope achieved $217 million with a 24.1% margin, representing a 190 basis points increase due to operational efficiencies and lower raw material costs.
- Amrize is raising its 2025 revenue guidance to a range of $11.7 to $12 billion and confirming its adjusted EBITDA guidance of $2.9 to $3.1 billion, with an expected net leverage ratio below 1.5 times for the full year.
- A temporary equipment outage in the cement network resulted in approximately $50 million of higher costs in Q3, but repairs are complete and plants are operating normally, with some lost production expected to be recovered in Q4.
Oct 29, 2025, 1:00 PM
Amrize Reports Strong Q3 2025 Revenue Growth and Raises Full-Year Guidance
AMRZ
Earnings
Guidance Update
New Projects/Investments
- Amrize reported Q3 2025 revenue growth of 6.6%, driven by strong performance in its Building Materials segment, which saw an 8.7% increase in revenue, with 6% higher cement volumes and 3.3% higher aggregates volumes.
- The company's Building Envelope segment achieved a 190 basis point increase in Adjusted EBITDA margin, reaching 24.1%, due to operational efficiencies and lower raw material costs.
- A temporary equipment outage in the cement network resulted in approximately $50 million in higher manufacturing and distribution costs during Q3 2025, but the issue has been resolved, and plants are operating normally.
- Amrize raised its full-year 2025 revenue guidance to a range of $11.7 to $12 billion and confirmed its Adjusted EBITDA guidance of $2.9 to $3.1 billion.
- The company generated strong free cash flow of $674 million, an increase of $221 million from the prior year.
Oct 29, 2025, 1:00 PM
Amrize Reports Strong Q3 2025 Results and Raises Revenue Guidance
AMRZ
Earnings
Guidance Update
New Projects/Investments
- Amrize reported Q3 2025 revenue of $3,675 million, a 6.6% increase year-over-year, and generated Free Cash Flow of $674 million, up $221 million from Q3 2024.
- Segment performance was mixed, with Building Materials revenue growing 8.7% but Adjusted EBITDA impacted by a $50 million temporary cement network equipment outage, while Building Envelope Adjusted EBITDA increased 9.0% with 190 basis points of margin expansion.
- The company raised its 2025 Revenue guidance to $11.7 billion - $12.0 billion and confirmed its Adjusted EBITDA guidance of $2.9 billion - $3.1 billion and Net Leverage Ratio guidance of under 1.5x by year-end 2025.
- Amrize improved its financial position, reducing Net Debt to $4,985 million and its Net Leverage Ratio to 1.7x at the end of Q3 2025.
Oct 28, 2025, 8:29 PM
Amrize Debuts as Independent Publicly Traded Company
AMRZ
M&A
New Projects/Investments
Dividends
- Amrize completed its 100% spin-off from Holcim and began trading as an independent, publicly traded company on the NYSE and SIX Swiss Exchange under the ticker symbol "AMRZ" on June 23, 2025.
- In 2024, Amrize generated $11.7 billion in revenue, $3.2 billion in Adjusted EBITDA, and $1.7 billion in Free Cash Flow.
- The company aims to be the partner of choice for North America's professional builders, operating with over 1,000 sites and 19,000 teammates across the U.S. and Canada.
- Amrize entered into several definitive agreements with Holcim on June 20, 2025, to govern their relationship post-spin-off, including a Separation and Distribution Agreement and a Tax Matters Agreement.
Jun 23, 2025, 12:00 AM
Amrize Ltd and Holcim Finance US LLC Complete Debt Exchange Offers
AMRZ
Debt Issuance
- Amrize Ltd and Holcim Finance US LLC completed previously announced exchange offers for certain debt securities on June 18, 2025.
- The exchange involved six series of notes, with aggregate principal amounts tendered ranging from $50,000,000 for the 4.200% Guaranteed Notes due 2033 (100.00% tendered) to $553,505,000 for the 4.750% Guaranteed Notes due 2046 (93.81% tendered).
- New notes were issued in exchange for the tendered original notes, and these new notes are fully and unconditionally guaranteed by Amrize Ltd.
Jun 18, 2025, 12:00 AM
Quarterly earnings call transcripts for Amrize.
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