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CRH plc
S&P 500
$59.6B
Market Cap
23.7
P/E
1.63
PEG
11.1%
ROCE
15.7%
ROE
0.77
D/E
14.3%
OPM
-33.3%
% from 52W High
23
α RS
🔍 CRH is showing a high-conviction setup because it matches 4 of 39 tracked screener presets and graham_defensive preset's Backtest win rate is 52.6% over 90 days. Net: Partial signal stack, not a recommendation. ? Conviction Backtest
Sources
Conviction 4/39 · Backtest win rate 52.6%
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🌏 Global Investor Returns
Currency-adjusted total returns for CRH including FX impact
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📈 Price History
Ratio Health
Excellent
Good
Average
Poor
By Category
📊 Sector Averages
About

CRH plc, together with its subsidiaries, provides building materials solutions in Ireland, the United States, the United Kingdom, rest of Europe, and internationally. It operates through three segments: Americas Materials Solutions, Americas Building Solutions, and International Solutions. The company offers building materials for the construction and maintenance of public infrastructure, and commercial and residential buildings, as well as construction and renovation of transportation infrastructure, critical utility networks, commercial and residential buildings, and outdoor living spaces; paving and construction services; and produces and sells aggregates, cementitious materials, ready mixed concrete and mortars, and asphalt. It also manufactures, supplies, and delivers building products for the built environment in communities in North America; and provides building and infrastructure solutions for complex critical utility infrastructure, such as water, energy, transportation, and telecommunications projects, and outdoor living solutions for private and public spaces. In addition, the company produces and supplies precast and pre-stressed concrete products comprising vaults, pipes, and manholes; and concrete and polymer-based products, such as underground vaults, drainage systems, enclosures, and modular precast structures for applications in transportation, water, energy, and telecommunications markets. Further, it provides crushed stone, sand, and gravel; granite, limestone, and sandstone; fly ash, pozzolans, synthetic gypsum, calcined clay, and ground granulated blast-furnace slags; fencing and railing systems, lawn and garden products, and packaged concrete mixes; and concrete masonry, hardscape and related products, including pavers, blocks and curbs, retaining walls, and slabs. CRH plc was founded in 1936 and is based in Dublin, Ireland.

Key Ratios Snapshot
📈 Growth Pattern
📊 Quick Scorecard
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⭐ Superinvestors Holding CRH
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Manager Shares Value % of Fund Period
Daniel Loeb Third Point LLC 1.90M $199.7B 9.59% Mar 2026
Steve Cohen Point72 Asset Management 1.49M $157.0M 0.20% Mar 2026
Jim Simons Renaissance Technologies LLC 752.7K $79.1M 0.12% Mar 2026
Stan Druckenmiller Duquesne Family Office 377.6K $39.7M 1.18% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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Good quarter Investor Presentation One-Pager? Q2 2026
Revenue
$10.8B
+6% YoY
Adjusted EBITDA
$2.6B
+7% YoY
Adjusted EBITDA Margin
24.4%
+30bps YoY
Net Income
$1.5B
+13% YoY
Diluted EPS
$2.21
+14% YoY
What Went Right
  • Record Q2 with total revenues up 6% to $10.8B and Adjusted EBITDA up 7% to $2.6B.
  • Americas Materials Solutions delivered strong growth: revenues +10%, Adjusted EBITDA +12%, margin +40bps.
  • International Solutions grew Adjusted EBITDA 8% with 70bps margin expansion; $1.9B of non-core divestitures completed and $1.4B deployed in 17 acquisitions plus Arcosa ($8.5B EV) announced.
What to Watch
  • Americas Building Solutions revenues fell 2% and Adjusted EBITDA fell 8%, hurt by divestitures, subdued new-build residential and cost inflation, especially haulage.
  • Cement volumes declined 2% in Q2 due to adverse weather in certain U.S. markets and cement pricing was down 1%.
  • Inflationary cost environment and geopolitical/macro uncertainties persist; share buyback program paused after the latest tranche ahead of the Arcosa acquisition.
Management Guidance
  • Reaffirmed FY2026 Adjusted EBITDA guidance: $8.1B-$8.5B.
  • Reaffirmed FY2026 Net income guidance: $3.9B-$4.1B.
  • Reaffirmed FY2026 Diluted EPS guidance: $5.60-$6.05.
  • Arcosa acquisition expected to close in Q1 2027, subject to Arcosa stockholder approval, regulatory approvals and customary closing conditions.
Investor Lens
The thesis is stronger after this quarter: record revenue/EBITDA, continued margin expansion, and disciplined capital rotation into higher-growth platforms. The $8.5B Arcosa deal reinforces the aggregates/water leadership position but adds integration risk and pauses buybacks. Reaffirmed full-year guidance despite macro uncertainty signals confidence in underlying demand and pricing. Watch Building Solutions margin recovery and the pace of residential recovery, especially as data-center and infrastructure demand remains strong.
From investor presentation · AI-generated analysis · Not investment advice
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📈 STRONG Q2 EBITDA +7% to $2.6B; margin +30bps; FY guidance reaffirmed
Revenue
Total revenues rose 6% year-over-year to $10.8B. Americas Materials Solutions grew 10%, International Solutions grew 5%, while Americas Building Solutions declined 2% due to divestitures and subdued residential demand.
Profitability
Adjusted EBITDA increased 7% to $2.6B, and net income rose 13% to $1.5B. Diluted EPS increased 14% to $2.21, including a $0.16 net gain on divestitures.
Margins
Adjusted EBITDA margin expanded 30bps to 24.4%. Americas Materials Solutions expanded margins by 40bps and International Solutions by 70bps, while Americas Building Solutions saw an 8% EBITDA decline from cost inflation and portfolio changes.
Balance Sheet
Year-to-date, CRH returned $1.2B to shareholders via dividends and buybacks and invested $800M in growth CapEx. The board declared a quarterly dividend of $0.39/share, up 5%, and management cited $40B of financial capacity over the next five years.
Key Risks
Management flagged ongoing inflationary costs, especially haulage in Americas Building Solutions, adverse weather disrupting May/June cement volumes, and continued softness in new-build residential. Geopolitical and macroeconomic uncertainties remain, and the share buyback has been paused after the latest tranche.
Outlook
CRH reaffirmed FY2026 guidance of Adjusted EBITDA of $8.1B-$8.5B, net income of $3.9B-$4.1B and diluted EPS of $5.60-$6.05. Management expects another year of margin expansion and remains positive on infrastructure, re-industrialization and data-center demand.
Generated by AI · Q2 2026 results · Not investment advice
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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-07-30
Record Q2 results with 6% revenue and 7% Adjusted EBITDA growth, driven by strong infrastructure demand, disciplined execution, and acquisitions. 2026 guidance reaffirmed, with major Arcosa acquisition set to reinforce U.S. leadership and deliver significant synergies.
Q1 2026 Q1 2026 2026-04-30
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.
Q4 2025 Q4 2025 2026-02-19
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.
Q3 2025 Q3 2025 TU 2025-11-06
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.
Q1 2025 Q1 2025 TU 2025-05-06
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.
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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

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Information Sources:
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