Armor Advisors L.L.C. reduced its position in shares of Crh Plc (NYSE: CRH) by 7.6% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 213,349 shares of the construction company's stock after selling 17,500 shares during
CRH plc is fundamentally strong but currently trades at historically high valuations, driven by NA-focused growth and sector-wide premiumization. CRH derives over 75% of EBITDA from North America, with 40% tied to publicly-funded infrastructure, increasing cyclicality and exposure to U.S. market downturns. Despite record results and strong capital allocation, CRH's 22x+ P/E, sub-1.2% yield, and uncertain growth prospects make current risk/reward unattractive.
I retain a 'Buy' rating for CRH after analyzing the company's quarterly performance and its outlook for the current year. The group's EBITDA rose by a mid-teens percentage in 4Q2025, thanks to the strong showing from its International Solutions segment. I expect CRH's actual FY26 EBITDA to reach the upper end of its guidance, supported by pricing upside in non-U.S. markets and inorganic growth.
CRH plc (CRH) Q4 2025 Earnings Call Transcript
CRH plc CRH delivered mixed fourth-quarter 2025 results, with adjusted earnings meeting the Zacks Consensus Estimate and increasing on a year-over-year basis. Total revenues missed the consensus mark but grew year over year.
While the top- and bottom-line numbers for CRH (CRH) 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.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for CRH (CRH), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2025.
CRH (CRH) concluded the recent trading session at $129.15, signifying a +1.82% move from its prior day's close.
CRH (CRH) closed the most recent trading day at $122.41, moving 1.03% from the previous trading session.
CRH (CRH) closed at $126.44 in the latest trading session, marking a +1.31% move from the prior day.
The S&P 500 Index is indisputably the most referenced benchmark for tracking the performance of large-cap U.S. stocks. Each quarter, the S&P 500 Index Committee (a committee within S&P Dow Jones Indices) reassesses which stocks will or will not remain in the index.