Amrize Ltd reported full‑year 2025 revenue of $11.8 billion, up 0.9% from $11.704 billion in 2024, and Adjusted EBITDA of $3.0 billion, a 6% increase from $3.2 billion in 2024. Diluted EPS for the year was $2.14, beating the consensus estimate of $1.90 by $0.24, while Q4 diluted EPS of $0.54 surpassed the $0.49 estimate by $0.05.
Building Materials revenue rose 3.9% to $8.5 billion, driven by higher volumes and modest price increases in cement and aggregates, while Building Envelope revenue fell 2% to $3.3 billion, reflecting softer residential roofing demand and higher warranty provisions. The mix shift toward the higher‑margin Building Materials segment helped lift overall profitability.
Amrize invested $788 million in capital expenditures in 2025 and plans to raise that to $900 million in 2026 to support growth. The company also completed the acquisition of PB Materials, a leading aggregates business in West Texas, adding 340 employees and expanding its footprint in a high‑growth region.
Management announced a $1.0 billion share‑repurchase program, a special one‑time dividend of $0.44 per share, and an ordinary dividend of $0.44 per share to be paid quarterly. The buyback and dividends underscore confidence in cash flow generation and a commitment to returning value to shareholders.
For 2026, Amrize raised full‑year revenue guidance to $12.29 billion–$12.52 billion and Adjusted EBITDA guidance to $3.25 billion–$3.34 billion, up from the prior year’s $12.10 billion–$12.30 billion and $3.15 billion–$3.25 billion. The upward revision reflects stronger infrastructure demand, resilient commercial markets, and the expected contribution from the PB Materials acquisition.
Investors reacted positively to the earnings and guidance, with the market citing the above‑consensus 2026 EBITDA guidance and the sizable share‑repurchase program as key drivers of confidence in Amrize’s future performance.
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