Amrize: Strong Materials Momentum Can Offset Roofing Weakness
Amrize is rated a cautious Buy, supported by strong Building Materials performance and a $1B buyback program. Building Materials delivered double-digit volume growth and margin expansion, driving operating leverage and supporting 8–11% adjusted EBITDA growth guidance. Building Envelope remains a weakness due to roofing headwinds, but resolved plant disruptions and price increases could enable a second-half recovery.
Amrize AG (AMRZ) Q1 2026 Earnings Call Transcript
Amrize AG (AMRZ) Q1 2026 Earnings Call Transcript
Amrize Ltd (AMRZ) Reports Q1 Earnings: What Key Metrics Have to Say
The headline numbers for Amrize Ltd (AMRZ) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Will Amrize Ltd (AMRZ) Beat Estimates Again in Its Next Earnings Report?
Amrize Ltd (AMRZ) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Is Amrize Ltd (AMRZ) Stock Outpacing Its Construction Peers This Year?
Here is how Amrize Ltd (AMRZ) and Simpson Manufacturing (SSD) have performed compared to their sector so far this year.
Amrize: Equity Story Has Gotten Better
Amrize receives a reiterated buy rating as commercial demand, particularly in data centers, becomes more visible and robust. ASPIRE cost savings initiatives are delivering tangible margin improvements, with management raising the 2026 margin expansion target to 70 bps. Significant new capacity is coming online, including major cement plant expansions and new facilities, positioning AMRZ for the next demand cycle.
Amrize AG (AMRZ) Q4 2025 Earnings Call Transcript
Amrize AG (AMRZ) Q4 2025 Earnings Call Transcript
Amrize Ltd (AMRZ) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for Amrize Ltd (AMRZ) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Is the Options Market Predicting a Spike in Amrize Stock?
Investors need to pay close attention to AMRZ stock based on the movements in the options market lately.
Who Actually Benefits From the $200 Billion Infrastructure Boom? We Compared 3 Stocks.
The construction materials sector is riding a wave of public infrastructure spending, but not every company stands to benefit equally.
Amrize: Structural Demand Tailwinds And A Clear Path To Higher Margins
Amrize is a pure play on North American construction, with exposure to infrastructure, energy, data centers, and housing, offering focused demand without global FX or geopolitical risk. While recent performance has been muted by higher costs and a temporary cement outage, gross margins have steadily improved, highlighting pricing power and long-term efficiency gains. Building Envelope is delivering strong margin expansion, while Building Materials is positioned to recover as cement costs normalize and new, efficient capacity comes online.
Amrize AG (AMRZ) Q3 2025 Earnings Call Transcript
Amrize AG ( AMRZ ) Q3 2025 Earnings Call October 29, 2025 9:00 AM EDT Company Participants Scott Einberger - Investor Relations Officer Jan Jenisch - CEO & Chairman Ian Johnston - Chief Financial Officer Conference Call Participants Keith Hughes - Truist Securities, Inc., Research Division Timna Tanners - Wells Fargo Securities, LLC, Research Division Pujarini Ghosh - Sanford C. Bernstein & Co., LLC.
