CRH

CRH

Market cap $80.4B

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.

NEW YORK--(BUSINESS WIRE)--The Annual Report on Form 10-K for the fiscal year ended December 31, 2025 (the “2025 Annual Report”) has been published by the Company and was filed with the U.S. Securities and Exchange Commission (the “SEC”) today. This is available to view on the SEC's website, www.sec.gov, and on the Company's website at: www.crh.com. The 2025 Annual Report has also been submitted to the U.K. National Storage Mechanism and will shortly be available for inspection at: https://data.

NEW YORK--(BUSINESS WIRE)--CRH (NYSE: CRH), the leading provider of building materials, is pleased to announce that it has completed the latest phase of its share buyback program, returning a further $0.3 billion of cash to shareholders. Between Nov. 6, 2025 and Feb. 17, 2026, 2.2 million ordinary shares listed on the New York Stock Exchange were repurchased. This brings total cash returned to shareholders under our ongoing share buyback program to $9.7 billion since its commencement in May 201.

NEW YORK--(BUSINESS WIRE)--CRH (NYSE: CRH), the leading provider of building materials, today announced that in line with its policy of consistent long-term dividend growth, its Board of Directors has declared a quarterly dividend of $0.39 per Ordinary Share to be paid on Apr. 8, 2026. This represents an increase of 5% on the prior year. Further details are included in the Dividend Timetable below. Since its formation in 1970, CRH has consistently paid dividends to its shareholders, a track rec.

NEW YORK--(BUSINESS WIRE)--CRH (NYSE: CRH), the leading provider of building materials, today reported fourth quarter and full year 2025 financial results. Full year 2025 Total revenues of $37.4 billion (2024: $35.6 billion) were 5% ahead of the prior year driven by favorable end-market demand, disciplined commercial execution and contributions from acquisitions. Net income of $3.8 billion (2024: $3.5 billion) was 8% ahead of the prior year, reflecting a strong underlying operating performance.

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?