CRH plc (CRH)
NYSEMaterialsBuilding MaterialsSnapshot 2026-07-07
$106.19-1.30%
Close 2026-07-07 · 1-day change
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Track CRH free→CRH grows revenue about 7% a year with acquisitions. Profit per share is near $6 in 2026. The company keeps strong cash flow and invests $0.9 billion in acquisitions in Q1. Its buyback and dividend plans support shareholder returns.
CRH faces soft guidance and volatile management. Net debt rose to $15.8 billion in Q1. Revenue growth could slow below 6%. Acquisitions may not add enough value to offset risks.
The price is about 12% above our fair value near $95. Analysts expect about 7% revenue growth. Our view aligns with this but we see risks from soft guidance and rising debt.
Breaks if: Acquisition investment falls below $0.9 billion in Q1
CRH is focused on investing in acquisitions that enhance value and strengthen its market position.
Stated in 2 of last 2 quarters. CRH invested $0.9bn in nine acquisitions in 2026-Q1, including Axius Water, following $4.1bn in 38 acquisitions in 2025. The strategy shows persistent focus on growth through acquisitions, with limited substantive delivery this quarter.
Breaks if: EPS falls below $5.6 in FY26
CRH continues to reaffirm its financial guidance for 2026, indicating confidence in its growth trajectory.
Stated in 2 of last 2 quarters. CRH reaffirmed its 2026 guidance, expecting net income of $3.9bn to $4.1bn and Adjusted EBITDA of $8.1bn to $8.5bn. Despite a net loss of $176M in 2026-Q1, the company maintains its growth outlook, showing persistent confidence but limited progress this quarter.
Breaks if: Net debt rises above $16 billion
CRH aims to maintain strong cash generation to support its strategic initiatives and shareholder returns.
Stated in 2 of last 2 quarters. Despite a net cash outflow from operations in 2026-Q1, CRH's net debt increased from $14.2bn in 2025-Q4 to $15.8bn in 2026-Q1. The company remains committed to maintaining a strong balance sheet, but cash generation was limited this quarter.
Breaks if: YoY revenue growth falls below 6.7% next year
CRH continues to reaffirm its financial guidance for 2026, indicating confidence in its growth trajectory.
Stated in 2 of last 2 quarters. CRH reaffirmed its 2026 guidance, expecting net income of $3.9bn to $4.1bn and Adjusted EBITDA of $8.1bn to $8.5bn. Despite a net loss of $176M in 2026-Q1, the company maintains its growth outlook, showing persistent confidence but limited progress this quarter.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Investing $0.9bn in nine value-accretive acquisitions; including Axius Water.”
“$4.1bn invested in 38 value-accretive acquisitions; significant financial capacity.”
“Reaffirming guidance; expect FY26 Net income of $3.9bn to $4.1bn; Adjusted EBITDA* of $8.1bn to $8.5bn.”
“Expect further growth & value creation with FY 26 Net income of $3.9bn to $4.1bn; Adjusted EBITDA* of $8.1bn to $8.5bn.”
“CRH remains committed to maintaining its robust balance sheet and expects to maintain a strong investment-grade credit rating.”
“Our balance sheet strength, cash generation capabilities and disciplined approach to capital allocation enabled us to deploy $5.8 billion in value-accretive growth investments.”
“Reaffirming guidance; expect FY26 Net income of $3.9bn to $4.1bn; Adjusted EBITDA* of $8.1bn to $8.5bn.”
“Expect further growth & value creation with FY 26 Net income of $3.9bn to $4.1bn; Adjusted EBITDA* of $8.1bn to $8.5bn.”