Amrize Ltd

AMRZ

Market cap $30.2B

Alphabet was the top contributor during the quarter. Its stock price jumped after it delivered impressive third-quarter earnings. Fiserv was the top detractor during the quarter. Its stock price declined sharply after reporting disappointing third-quarter earnings. Amrize is a leading producer of building materials and construction solutions, established following Holcim's spin-off of its North American operations in June.

CHICAGO--(BUSINESS WIRE)--Amrize (NYSE: AMRZ) has entered into an agreement to acquire PB Materials Holdings, Inc., the leading aggregates business with a complementary ready-mix concrete network in the high growth West Texas region. Part of Amrize's profitable growth strategy, this acquisition will strengthen the company's aggregates business, adding over 50 years of aggregates reserves in West Texas to serve long term demand. PB Materials will add 26 operational sites into Amrize's network, e.

The construction materials sector is riding a wave of public infrastructure spending, but not every company stands to benefit equally.

STE. GENEVIEVE, Mo.--(BUSINESS WIRE)-- #BuildYourAmbition--Amrize (NYSE:AMRZ) today announced it has commissioned the production expansion of its cement plant in Ste. Genevieve, Missouri, North America's largest and market-leading cement plant. The expansion adds 660,000 short tons of production capacity per year, increasing the plant's total capacity to 5.5 million short tons annually, while improving operational efficiency. The project is part of Amrize's $700 million investment in 2025 across its operations to b.

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 earns a hold rating due to a fair but unattractive valuation at 12.23x forward EV/EBITDA, limiting upside potential. AMRZ demonstrates strong operational resilience, diversified revenue streams, and robust cash generation, supported by infrastructure and data center megatrends. Recent results show 6.6% YoY revenue growth and improved building envelope margins, but operational risks like plant outages highlight some vulnerability.

CHICAGO--(BUSINESS WIRE)--Amrize (NYSE: AMRZ) today launched a ‘Made in America' label for its cement range, offering builders the guarantee of American manufacturing and quality, supporting American jobs and local communities. This ‘Made in America' label signifies that all aspects of the cement are made in the United States from its raw materials and processing to manufacturing, meeting rigorous U.S. performance standards. This label will be rolled out across Amrize's U.S. cement operations,.

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.

The headline numbers for Amrize Ltd (AMRZ) 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.

CHICAGO & ZUG, Switzerland--(BUSINESS WIRE)--Amrize (AMRZ) announced today its third quarter 2025 financial results. Jan Jenisch, Chairman and CEO: "As our first full quarter operating as Amrize, we made progress across our business and I thank our 19,000 teammates for serving our customers across all of our markets. "Together, we delivered strong revenue growth of 6.6% and Free Cash Flow generation of $674 million, up $221 million. Our Building Materials business had strong sales with increase.