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12:00
Jul 30 ◎

CRH FY2026 Q2 Watch

CRH plc (CRH) FY2026 Q2 Earnings Call

ACA ▾

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.

"we recently announced an agreement to acquire Arcosa, a leading provider of building materials and critical infrastructure products in the United States."

ACA WATCH

HIGH

12:00
Apr 30 ◎

CRH FY2026 Q1 Watch

CRH plc (CRH) FY2026 Q1 Earnings Call

CRH ▾

Jim Mintern

Management remains confident in the full-year EBITDA guidance of $8.1-$8.5 billion, citing strong Q1 momentum, robust backlogs, positive pricing, and the ongoing rollout of IIJA funds that should drive another year of margin expansion.

"very pleased this morning to be reaffirming our full year guidance, which is really reflecting the strong start we've had to the year in Q1"

CRH WATCH

HIGH

13:00
Feb 19 ◎

CRH FY2025 Q4 Watch

CRH plc (CRH) FY2025 Q4 Earnings Call

MLM VMC SUM VRT CRH ▾

Jim Mintern

2026 is expected to be a record year for transportation infrastructure investment, with $75 billion set aside for highways alone in 2026 and state DOT budgets up 6%. — Strong federal and state funding signals robust demand for aggregates and construction materials across the US, benefiting CRH and its peers.

"federal highway funding for this year is at all-time record levels. And you've probably seen the very recently approved appropriation bills have set aside $75 billion for highways alone in 2026"

MLM WATCH VMC WATCH SUM WATCH

Jim Mintern

CRH is involved in over 100 data center projects across the US, and a CRH facility is within 25 miles of 85% of all US data centers, indicating a broad-based data center construction boom. — The scale of data center construction highlighted by CRH indicates sustained demand for electrical and cooling infrastructure, benefiting companies like Vertiv.

"we are active on over 100 data sites i think if you look at the in total across the us there's a crh facility within 85 of all data sites within 25 miles so we're busy on data sites"

VRT WATCH

Jim Mintern

Management guidance implies continued growth despite a neutral macro outlook, driven by infrastructure megatrends and M&A contributions.

"we expect full-year adjusted EBITDA to be between $8.1 and $8.5 billion, representing another strong year of delivery for CRH"

CRH WATCH

HIGH

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