| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 66 | 15.6x | 17.8x | Top tier | |
Growth | 51 | 6.3% | 7.1% | Around median | |
Quality | 57 | 9.8% | 4.5% | Around median | |
Safety | 67 | 2.4x | 2.6x | Top tier | |
Capital Return | 26 | 1.72% | 2.12% | Bottom tier | |
Momentum | 20 | -10.6% | 2.9% | Bottom tier | |
Sentiment | 71 | 13 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
CRH plc is a building materials and infrastructure company operating through four interconnected platforms: aggregates, cementitious materials, roads, and water. The company benefits from a network of approximately 2,000 locations in the United States and produces more than 380 million tons of aggregates annually. In projects, it also combines the supply of water and energy infrastructure, cementitious materials, aggregates, concrete, asphalt, and paving services. Its targeted demand drivers are concentrated in transportation, water, and reshoring, including data centers, advanced manufacturing facilities, semiconductors, and liquefied natural gas.
In Q2 FY2026, revenue reached $10.8 billion, up 6% from the comparable period, while gross profit was $4.3 billion, equivalent to a gross margin of approximately 39.8%. Net income was $1.5 billion, equivalent to a net margin of approximately 13.9%, and earnings per share were $2.21. Adjusted EBITDA also exceeded $2.6 billion, up 7%, with its margin expanding by 30 basis points, while diluted earnings per share increased 14%, including a net gain of $0.16 per share from divestitures.
The strongest operating performance came from Americas Materials Solutions, where revenue increased 10% and adjusted EBITDA rose 12%, with Essential Materials revenue growing 20% and Road Solutions revenue increasing 6%. By contrast, Americas Building Solutions revenue declined 2% and adjusted EBITDA fell 8% due to divestitures, weakness in new residential construction, and transportation cost inflation. International Solutions increased revenue by 5% and adjusted EBITDA by 8%, with margin expansion of 70 basis points supported by activity, pricing actions, cost control, and acquisitions.
The analyst consensus is "Buy," with an average price target of $139.72 within a relatively wide range of $125 to $165.60. The average target is approximately 6.2% above the 52-week range high of $131.55, while the low end of the range is $92.52; therefore, the positive valuation requires continued EBITDA and margin growth and the realization of Arcosa savings, while some analysts' lower target of $125 highlights the limits of the bullish outlook.
Figures in the text are as of 2026-08-27; the live price is shown at the top of the page.
CRH benefits from spending on transportation, water, and reshoring, including data centers, advanced manufacturing, semiconductor plants, and liquefied natural gas facilities. In Q2 FY2026, aggregate volume increased 2% and pricing rose 5%, while Road Solutions revenue grew 6%. Management also said that tender volumes and secured work increased year over year and that 40% of IIJA funding will remain unspent by the end of FY2026.
CRH agreed in June 2026 to acquire Arcosa for $150 per share at an enterprise value of approximately $8.5 billion. The transaction adds 35 million tons of annual aggregate production and supports CRH's stronger entry into Dallas and Phoenix, while increasing combined annual production in the United States to more than 265 million tons. Management is targeting recurring annual savings of $60 million in the first year of ownership and $175 million by the third year and expects the transaction to close in Q1 FY2027 following the necessary approvals.
Management stated on July 30, 2026, that CRH is working on 200 data centers in the United States. One of the company's facilities is located within 25 miles of 85% of the country's announced data centers. At a project in East Texas, CRH expects to supply 3 million tons of aggregates to a facility with an 85-acre footprint, in addition to water and energy products, cementitious materials, concrete, asphalt, and paving.
Automated analysis for informational purposes only — not investment advice.
Americas Building Solutions was the weakest unit, with revenue down 2% and adjusted EBITDA down 8% compared with the comparable period. The results reflected the impact of divestitures, weakness in new residential construction, and higher transportation costs, despite resilient repair and remodeling activity and growing demand from data centers, water, and energy. Management does not expect new residential construction to recover during FY2026 and estimated that, at best, the recovery may be delayed until the second half of FY2027.
On July 30, 2026, CRH reaffirmed its expectation for adjusted EBITDA of between $8.1 billion and $8.5 billion for FY2026. It also expects net income of between $3.9 billion and $4.1 billion and diluted earnings per share of between $5.60 and $6.05. This guidance assumes normal seasonal weather during the remainder of the year and no additional major geopolitical or macroeconomic disruptions, with the expected foreign exchange impact being minimal.
Since the beginning of FY2026, CRH has spent approximately $1.4 billion on 17 acquisitions and approximately $800 million on growth capital expenditure through the end of Q2. In return, it received $1.9 billion from three divestitures and returned $1.2 billion to shareholders through dividends and share repurchases. It raised the quarterly dividend by 5% to $0.39 per share but temporarily suspended repurchases following the latest tranche due to the Arcosa transaction, within a five-year plan that allocates approximately 70% of estimated financial capacity of about $40 billion to growth investments.
