CRH opens the
books on Wednesday evening.

Fy26 Ebitda Guidance

fy26_ebitda_guidance

CRH reaffirmed its adjusted EBITDA guidance for 2026 to be between $8.1 billion and $8.5 billion, despite current geopolitical and macroeconomic uncertainties.

"Notwithstanding the current geopolitical and macroeconomic uncertainties, we are pleased to reaffirm our adjusted EBITDA guidance range for 2026, representing another strong year of growth and value creation for CRH. ... we expect full year adjusted EBITDA to be between $8.1 billion and $8.5 billion, net income between $3.9 billion and $4.1 billion and diluted earnings per share between $5.60 and $6.05, representing another strong year of growth and value creation for CRH."

- Jim Mintern, CEO - Q2 FY26 Earnings Call - July 30, 2026

Q2 Financial Performance

q2_financial_performance

CRH delivered a robust performance in Q2 with a 6% revenue increase and a 7% adjusted EBITDA growth, achieving 30 basis points of margin expansion despite a challenging inflationary environment.

"Total revenues of $10.8 billion were 6% ahead. This translated into adjusted EBITDA of over $2.6 billion in the quarter, a 7% increase over the prior year. Despite contending with an inflationary cost environment, I am pleased to report a further 30 basis points of margin expansion, demonstrating our relentless focus on commercial excellence and strong cost discipline across our business."

- Jim Mintern, CEO - Q2 FY26 Earnings Call - July 30, 2026

Arcosa Acquisition

arcosa_acquisition

CRH announced an agreement to acquire Arcosa for an enterprise value of approximately $8.5 billion, which will reinforce its position as a leading infrastructure player in North America and add 35 million tonnes of annual high-quality aggregates production.

"We also recently announced an agreement to acquire Arcosa, a leading provider of building materials and critical infrastructure products in the United States. This is a significant investment, which will reinforce CRH as the leading aggregates and critical infrastructure player in North America, and I will take you through that in further detail later in the presentation. ... in June, we also reached an agreement to acquire Arcosa for a cash consideration of $150 per share, reflecting a total enterprise value of approximately $8.5 billion. ... with 35 million tonnes of annual high-quality aggregates, it will reinforce our position as the leader in U.S. aggregates with over 265 million tonnes of combined annualized production."

- Jim Mintern, CEO - Q2 FY26 Earnings Call - July 30, 2026

Capital Allocation Strategy

capital_allocation_strategy

CRH has invested $1.4 billion in 17 acquisitions year-to-date and sees a strong M&A pipeline, planning to allocate approximately 70% of its financial capacity to future growth investments.

"year-to-date, we've invested $1.4 billion on 17 value-accretive acquisitions across our connected growth platforms. ... Looking ahead and notwithstanding what has been an active year so far, we have a strong pipeline of further M&A opportunities in front of us, supported by our unmatched scale, connected portfolio and fragmented nature of our industry. ... over the next 5 years, we expect to have at our disposal financial capacity of approximately $40 billion. We expect to allocate approximately 70% of this to growth investments with the remaining 30% returned to shareholders through dividends and share buybacks."

- Aylwyn Bryan, CFO - Q2 FY26 Earnings Call - July 30, 2026

Americas Building Solutions Challenges

americas_building_solutions_challenges

The Americas Building Solutions segment experienced a decline in Q2 revenues and EBITDA due to divestitures, a subdued new build residential market, and elevated haulage rates.

"Next to Americas Building Solutions on Slide 8, where our second quarter performance reflects the impact of recently completed divestitures and a subdued new build residential market. We also experienced an inflationary cost backdrop, particularly in relation to elevated haulage rates in the quarter, and we've implemented operational and commercial initiatives to mitigate these costs. ... For Americas Building Solutions overall, total revenues and adjusted EBITDA were 2% and 8% behind prior year."

- Randy Lake, COO - Q2 FY26 Earnings Call - July 30, 2026

Arcosa Synergies

arcosa_synergies

The Arcosa acquisition is expected to generate approximately $175 million in run-rate cost synergies by year 3, with $60 million anticipated in the first year of ownership.

"And as you can see on Slide 15, we currently expect approximately $175 million of run-rate cost synergies to be achieved by year 3 with $60 million anticipated in the first year of ownership."

- Randy Lake, COO - Q2 FY26 Earnings Call - July 30, 2026