Guidance
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CRH
FY2025 Q4
개선
CRH plc 실적 발표
Buzzberg 분석
CRH expects 2026 adjusted EBITDA of $8.1-8.5 billion
CRH reported a record FY2025 with 11% EBITDA growth and its 12th consecutive year of margin expansion. Management provided a positive outlook for FY2026, driven by strong infrastructure megatrends, and expects continued growth. FY2025 revenue grew 5% to $37.4B, with adjusted EBITDA up 11% to $7.7B.
Buzzberg 분석 CRH expects 2026 adjusted EBITDA of $8.1-8.5 billion CRH reported a record FY2025 with 11% EBITDA growth and its 12th consecutive year of margin expansion. Management provided a positive outlook for FY2026, driven by strong infrastructure megatrends, and expects continued growth. FY2025 revenue grew 5% to $37.4B, with adjusted EBITDA up 11% to $7.7B. 전체 분석 보기분석 접기
CRH reported a record FY2025 with 11% EBITDA growth and its 12th consecutive year of margin expansion. Management provided a positive outlook for FY2026, driven by strong infrastructure megatrends, and expects continued growth. FY2025 revenue grew 5% to $37.4B, with adjusted EBITDA up 11% to $7.7B.
- FY2026 guidance: adjusted EBITDA $8.1-$8.5B and diluted EPS $5.60-$6.05.
- Record transportation infrastructure funding and robust data center demand are key tailwinds.
- Acquisition pipeline remains strong, with $4.1B deployed across 38 deals in 2025.
매출$28.7352B보고값
주당순이익(EPS)$1.52보고값
매출총이익률35.12%보고값
영업이익률12.83%보고값
근거 있는 핵심 내용 6개
지금 중요한 점
이번 발표에서 가장 의미 있는 변화를 정리했습니다.
Demand
50% of IIJA highway funds still to be deployed
Demand
2026 to be record year for transportation infrastructure investment
핵심 내용 3개 더 보기
Macro
Positive early signals on new multi-year highway bill
AI
Data centers driving re-industrialization demand
M&A
EcoMaterial integration progressing faster than expected
보고 기간
보고 실적
| 지표 | 보고값 | 변화 |
|---|---|---|
| 매출 | $28.7352B | 보고값 |
| 주당순이익(EPS) | $1.52 | 보고값 |
| 매출총이익률 | 35.12% | 보고값 |
| 영업이익률 | 12.83% | 보고값 |
| 잉여현금흐름 | $2.094B | 보고값 |
| 자본지출 | $0.821B | 보고값 |
향후 전망
향후 가이던스
| 지표 | 기간 | 범위 | 중간값 | 상태 |
|---|---|---|---|---|
| 주당순이익(EPS) | FY2026 | $5.60–$6.05 | $5.82 | 제시 |
AI, 자본지출 및 수요 분석
경영진 분석
Confident
Management exuded confidence throughout the call, citing record performance, strong forward guidance, robust demand across key megatrends, and a positive outlook on M&A and infrastructure funding.
경영진의 AI 분석
Management discussed AI as fueling rapid expansion of data centers, which is a key demand driver for CRH's construction materials and water/energy/communications infrastructure products. They noted that 85% of all US data centers are within 25 miles of a CRH location, and they are involved in over 100 data center projects across the US, positioning the company to capture a higher share of wallet o
투자 및 생산능력
CRH invested $1.7 billion in growth capital expenditure in 2025, targeting high-return, low-risk projects to expand capacity in high growth markets, improve operational efficiency, and optimize energy usage. These investments are part of a deliberate step-up in growth capex to support the company's medium-term targets, which include approximately $40 billion of financial capacity over the next fiv
아래에 언급된 기업 4개 모두 표시
기업발표 이후 수익률
공급망
공급망
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.
근거
“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”
공급망
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.
근거
“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”
외부 신호
공급망 알파 · 2발표 이후 수익률
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%.
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.
방법론 및 범위
경영진 발언만 분석합니다. 검증된 기업 언급 4개를 모두 표시하며, 보고 실적과 향후 가이던스를 분리합니다. 공개 근거는 화자가 표시된 짧은 인용문 8개로 제한됩니다. AI 분석은 불완전하거나 틀릴 수 있으므로 중요한 주장은 원문에서 확인하세요.