Guidance
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CRH
FY2026 Q2
개선
CRH plc 실적 발표
Buzzberg 분석
Reaffirmed 2026 EBITDA guidance of $8.1-8.5 billion
CRH reported a record Q2 2026, with revenue up 6% and adjusted EBITDA up 7%, driven by pricing and acquisitions despite weather-related volume disruptions. Management reaffirmed its full-year guidance, highlighting strong public infrastructure and reindustrialization demand, and announced a significant $8.5B acquisition of Arcosa to boost aggregates leadership. The company also emphasized its connected portfolio's competitive advantage in data center projects. Record Q2: Revenue $10.8B (+6%), Adjusted EBITDA $2.6B (+7%), diluted EPS $0.14 (+14%).
Buzzberg 분석 Reaffirmed 2026 EBITDA guidance of $8.1-8.5 billion CRH reported a record Q2 2026, with revenue up 6% and adjusted EBITDA up 7%, driven by pricing and acquisitions despite weather-related volume disruptions. Management reaffirmed its full-year guidance, highlighting strong public infrastructure and reindustrialization demand, and announced a significant $8.5B acquisition of Arcosa to boost aggregates leadership. The company also emphasized its connected portfolio's competitive advantage in data center projects. Record Q2: Revenue $10.8B (+6%), Adjusted EBITDA $2.6B (+7%), diluted EPS $0.14 (+14%). 전체 분석 보기분석 접기
CRH reported a record Q2 2026, with revenue up 6% and adjusted EBITDA up 7%, driven by pricing and acquisitions despite weather-related volume disruptions. Management reaffirmed its full-year guidance, highlighting strong public infrastructure and reindustrialization demand, and announced a significant $8.5B acquisition of Arcosa to boost aggregates leadership. The company also emphasized its connected portfolio's competitive advantage in data center projects. Record Q2: Revenue $10.8B (+6%), Adjusted EBITDA $2.6B (+7%), diluted EPS $0.14 (+14%).
- Reaffirmed full-year 2026 guidance: Adjusted EBITDA $8.1-8.5B, EPS $5.60-$6.05.
- Announced agreement to acquire Arcosa for $8.5B, expanding aggregates footprint in Texas and Phoenix and adding engineered structures for energy transmission.
- Active on 200 data center projects; 85% of announced US data centers are within 25 miles of CRH facilities, underpinning multi-year demand.
매출$10.777B+46% 전분기 대비
주당순이익(EPS)$2.21보고값
매출총이익률39.84%보고값
영업이익률19.29%보고값
근거 있는 핵심 내용 6개
지금 중요한 점
이번 발표에서 가장 의미 있는 변화를 정리했습니다.
M&A
Acquiring Arcosa for $8.5B to strengthen US aggregates
M&A
Expect $175M run-rate cost synergies from Arcosa by year three
핵심 내용 3개 더 보기
Demand
Data center activity notably step up in 2026, active on 200 sites
Pricing
Seeing good mid-single-digit pricing in US aggregates
Demand
Backlog and bidding activity positive, supporting second-half outlook
보고 기간
보고 실적
| 지표 | 보고값 | 변화 |
|---|---|---|
| 매출 | $10.777B | +46% 전분기 대비 |
| 주당순이익(EPS) | $2.21 | 보고값 |
| 매출총이익률 | 39.84% | 보고값 |
| 영업이익률 | 19.29% | 보고값 |
| 잉여현금흐름 | $0.49B | 보고값 |
| 자본지출 | $0.639B | 보고값 |
향후 전망
향후 가이던스
| 지표 | 기간 | 범위 | 중간값 | 상태 |
|---|---|---|---|---|
| 잉여현금흐름 | FY2030 | 100% | 100% | 제시 |
| 영업이익률 | FY2026 | 8.1%–8.5% | 8.3% | 유지 |
| 매출AMERICAS_MATERIALS_SOLUT | FY2026 | 5% | 5% | 제시 |
AI, 자본지출 및 수요 분석
경영진 분석
Confident
Management reaffirmed full-year guidance despite macro uncertainty and highlighted record Q2 results, strong pricing, backlog momentum, and a large strategic acquisition, projecting continued margin expansion and growth.
투자 및 생산능력
Management reaffirmed growth capex of approximately $800 million invested in the first half, focused on expanding capacity in high-growth markets, improving operational efficiency, increasing automation and optimizing energy usage to drive long-term shareholder value.
아래에 언급된 기업 1개 모두 표시
기업
투자 대상
투자 대상
Jim Mintern
CRH is acquiring Arcosa for $8.5bn, adding 35M tons of aggregates and expanding into the Dallas and Phoenix markets plus engineered structures for energy transmission. Management sees this as a high-growth, value-accretive move.
근거
“we recently announced an agreement to acquire Arcosa, a leading provider of building materials and critical infrastructure products in the United States.”
외부 신호
공급망 알파 · 3
CRH is active on 200 data center projects, and 85% of announced US data centers are within 25 miles of a CRH facility, with a single project in East Texas requiring 3 million tons of aggregates.
근거
“We're active on right now on 200 data centers across the U.S... we're within 25 miles of 85 percent of all the data centers that have been announced in the U.S.”
CRH expects another year of margin progression in its asphalt business, leveraging its ability to store half of its annual liquid asphalt consumption to mitigate cost inflation.
근거
“the opportunity for us to house in our tank storage half of our yearly consumption... we manage that business on a margin basis so when we look for the full year... we expect another year of margin progression”
The decision to pause the share buyback program in connection with the Arcosa acquisition signals management's prioritization of M&A over buybacks, but the $40B capital allocation plan remains unchanged.
근거
“in connection with our agreement to acquire Arcosa, we have taken the decision to pause our share buyback program following the completion of the latest tranche and will re-evaluate the program at a later date.”
방법론 및 범위
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