Those four companies, culled from a list drawn up by KBW analyst Shreyank Gandhi, are among the largest not in the index.
CRH plc ( CRH ) Q3 2025 Earnings Call November 6, 2025 8:00 AM EST Company Participants Jim Mintern - CEO & Director Tom Holmes - Head of Investor Relations Randy Lake - Chief Operating Officer Nancy Buese - Chief Financial Officer Conference Call Participants Anthony Pettinari - Citigroup Inc., Research Division Adrian Huerta - JPMorgan Chase & Co, Research Division Trey Grooms - Stephens Inc., Research Division Michael Feniger - BofA Securities, Research Division Kathryn Thompson - Thompson Research Group, LLC Michael Dudas - Vertical Research Partners, LLC Colin Sheridan - Davy, Research Division Presentation Operator Welcome to the CRH Third Quarter 202 Results Presentation. My name is Krista, and I will be your operator today.
The headline numbers for CRH (CRH) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
CRH (CRH) reached $117.23 at the closing of the latest trading day, reflecting a -1.06% change compared to its last close.
I raise my rating for CRH from a "Hold" to a "Buy," after evaluating its financial prospects and valuations. CRH's top-line expansion rate is projected to accelerate from a mid-single-digit in the past to a high-single-digit for the next five years, considering positive industry trends and M&As. Its low-teens EV/EBITDA multiple is attractive, compared with peers like Martin Marietta and Vulcan Materials.
CRH plc (NYSE:CRH ) plc - Analyst/Investor Day September 30, 2025 9:00 AM EDT Company Participants Lauren Schulz - Chief Communications Officer Jim Mintern - CEO & Director Randy Lake - Chief Operating Officer Nancy Buese - Chief Financial Officer Jason Jackson Marie Glenn JP San Agustín Tim Ortman Elizabeth Haggerty Peter Buckley - President of International Division Nathan Creech - President of Americas Division Jake Parson - President of Northeast Division Tom Holmes - Head of Investor Relations Conference Call Participants Adam Seiden - Barclays Bank PLC, Research Division Anthony Pettinari - Citigroup Inc., Research Division Kathryn Thompson - Thompson Research Group, LLC Keith Hughes - Truist Securities, Inc., Research Division Colin Sheridan - Davy, Research Division Michael Feniger - BofA Securities, Research Division Presentation Lauren Schulz Chief Communications Officer Those with us here in New York and to everyone joining online, my name is Lauren Schulz, and I'm the Chief Communications Officer for CRH. I would like to share with you some important safety information before we get started.
Jefferies has resumed its coverage of building materials firm CRH PLC (LSE:CRH, NYSE:CRH) with a 'Buy' rating, and, named it among its list of top sector picks. Also in that list are European group's Heidelberg, Holcim, Saint-Gobain and Geberit.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
CRH plc (NYSE:CRH ) Q2 2025 Earnings Conference Call August 7, 2025 8:00 AM ET Company Participants Jim Mintern - CEO & Director Nancy K. Buese - Chief Financial Officer Randy Lake - Chief Operating Officer Tom Holmes - Head of Investor Relations Conference Call Participants Anthony James Pettinari - Citigroup Inc., Research Division Garik Simha Shmois - Loop Capital Markets LLC, Research Division Kathryn Ingram Thompson - Thompson Research Group, LLC Michael Stephan Dudas - Vertical Research Partners, LLC Ross Harvey - Davy, Research Division Shane Carberry - Goodbody Stockbrokers UC, Research Division Trey Grooms - Stephens Inc., Research Division Operator Good day, and welcome to the CRH Second Quarter 2025 Results Presentation.
While the top- and bottom-line numbers for CRH (CRH) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
I recommend CRH plc as a Buy with a $106/share target, driven by robust M&A, infrastructure tailwinds, and strong pricing power. CRH's aggressive acquisitions, including Eco Material Technologies, expand its materials supply, distribution, and presence in high-growth segments like data centers and reindustrialization. Ongoing IIJA funding and macro trends in manufacturing and data centers provide a long runway for volume and margin growth, despite short-term weather headwinds.