CRH plc
CRH - NYSE - $113.63 ▲ +%2.55
-
Earnings Wed 5 Aug

CRH opens the
books on Wednesday evening.

2 analysts' median target is $139[FMP target], stock is $114, +22.3% upside potential. After Q1 +0% EPS beat[FMP earnings], the stock moved -2.5%.

summary below
Quick Take - in 40 seconds
A-
BUY Council 3/6 - Moonshot 36

A- = MoonshotScore 36[9-pillar formula] + Council 3/6[6-lens rule]. Form 4: 0 transactions[FMP Form 4].

Q1 consensus: revenue $10.7B[FMP est], EPS $2.07[FMP est]. 0 consecutive quarters of beat[FMP earnings].

$2.07 EPS Estimate Last year $-0.27 - +7% YoY YoY
0 Beat Streak Expectations beaten consecutively for the last 0 quarters

Q1 EPS +0% beat[FMP] but the stock -2.5% D+1[FMP D+1]. Nancy Buese promised $601.0M CapEx + a sequential decline in Q1 during the Q1 earnings call[Nancy Buese capex transcript].

Watchlist

5 metrics stand out this quarter.

$8.1 billion Expectation / Guide

2026 EBITDA Guidance

2026_EBITDA_guidance

CRH reaffirmed its full year 2026 adjusted EBITDA guidance to be between $8.1 billion and $8.5 billion, assuming normal seasonal weather patterns and no major geopolitical dislocations.

"Assuming normal seasonal weather patterns for the remainder of the year and no further major dislocations in the geopolitical or macroeconomic environment, we expect full year adjusted EBITDA to be between $8.1 billion and $8.5 billion"

- Jim Mintern, CEO - Q1 FY26 Earnings Call - April 30, 2026
$400 million Investor Focus

Share Buyback Program

Share_buyback_program

CRH continues to return significant amounts of cash to its shareholders, with its ongoing share buyback program having returned approximately $400 million so far this year, and commencing a further quarterly tranche of $300 million to be completed no later than the 28th of July.

"Our ongoing share buyback program has returned approximately $400 million so far this year. And today, we are commencing a further quarterly tranche of $300 million to be completed no later than the 28th of July."

- Jim Mintern, CEO - Q1 FY26 Earnings Call - April 30, 2026
$700 million Investor Focus

Axius Water Acquisition

Axius_Water_acquisition

CRH will further strengthen its position as a leading U.S. water infrastructure player with an agreement to acquire Axius Water, a provider of water quality and nutrient removal solutions in North America, for approximately $700 million.

"In the water quality space, we are pleased to announce the expansion of our existing water infrastructure offering with an agreement to acquire Axius Water, a leading provider of water quality and nutrient removal solutions in North America for approximately $700 million."

- Jim Mintern, CEO - Q1 FY26 Earnings Call - April 30, 2026
$1.1 billion Investor Focus

Lawn And Garden Divestiture

Lawn_and_Garden_divestiture

CRH has agreed to divest of its Lawn & Garden business for $1.1 billion, demonstrating its commitment to the active management of its portfolio and the reallocation of capital into higher growth areas.

"In addition to the previously announced divestiture of Construction Accessories, we have reached agreements to divest of our Lawn & Garden business, a manufacturer and supplier of mulch, soil and decorative stone, for $1.1 billion"

- Jim Mintern, CEO - Q1 FY26 Earnings Call - April 30, 2026
21% Investor Focus

Americas Materials Solutions Q1 Revenue

Americas_Materials_Solutions_Q1_revenue

Americas Materials Solutions' total revenues were 21% ahead of the prior year period, with robust volumes across all product lines, reflecting good early season project activity, strong commercial execution and contributions from acquisitions.

"Total revenues were 21% ahead of the prior year period, with robust volumes across all product lines, reflecting good early season project activity, strong commercial execution and contributions from acquisitions."

- Randy Lake, COO - Q1 FY26 Earnings Call - April 30, 2026

Stock Expert AI - Methodology

Do our 9 pillars, 7 perspectives, and Munger lens point in the same direction?

Council Score 3 / 6 Bullish

6 investor frameworks. 3 bullish (Ray Dalio, Ken Griffin, Buffett), 0 bearish (none), 3 neutral (Jim Simons, Klarman, Munger).

How is it calculated? ->
Ray Dalio macro - target upside +22.3%
Ken Griffin flow - 50d MA above
Jim Simons quant - RSI 50
Klarman value - target upside +22.3%
Buffett quality - ROE score 5/5
Munger valuation - target upside +22.3%
Munger's Mindset character & balance sheet lens
Fairly Valued

Quality business, trading at fair value.

How is it calculated? ->
Financial HealthStrong
Margin of SafetyModerate
Interest CoverageAdequate
ROIC vs WACCHealthy
Technical Levels - Pre-earnings positioning

What levels is the stock being tested at?

RSI(14)
50.0 RSI 50.0 balanced, 50d above
MACD
+2.50 price above 50d - support positive
50d MA
$111 stock 2.5% above - short-term support
200d MA
$115 stock 1.5% below - long-term pressure
Volume (10d)
-91% decrease - low participation
Resistance
$139
Analyst median target - upgrade trigger if broken
Current
$114
Pre-earnings position
Support
$98
Invalidation - close below this is a technical breakdown
Pattern
Range
$98-$139 band - earnings breakout/breakdown trigger

Past Performance

CRH's last 8 quarters: 0 consecutive beats.

MISS
Q2 FY25
$1.94 vs $1.94 est - +9.5%
BEAT
Q3 FY25
$2.23 vs $2.20 est - -0.8%
MISS
Q4 FY25
$1.52 vs $1.52 est - +0.6%
MISS
Q1 FY26
$-0.27 vs $-0.22 est - -2.5%

Q1 (April 30, 2026): EPS $-0.27 vs $-0.22 est[FMP], +0% beat. D+1 movement: -2.5%[FMP D+1]. Decline despite beat - market reacted to guidance, not numbers.

Three scenarios: what could happen?

EPS < $2.01 (no guidance)

Q1: EPS $-0.27 vs $-0.22 beat[FMP], stock -2.5% D+1[FMP].

Backlog concentration

No RPO/backlog concentration disclosed in Q1 earnings call.

CapEx shock

Q1 CapEx $601.0M[FMP cashflow]. Q1 op margin -0.5%[FMP op margin] - this level in Q1 is sensitive to CapEx revision risk.

Framework - Position discipline

After the data arrives: 3 scenarios, 3 windows

Not advice - a structural framework for earnings night. Decision discipline is yours.

Scenario A - Beat
Q1 EPS > $2.07 + CapEx discipline
Threshold: EPS > $2.07[FMP est].
Target: Break above median target $139[FMP target]; high target $147[FMP] upper bound.
Scenario B - In-Line
EPS approx $2.07 + CapEx < $601.0M
Threshold: EPS approx $2.07[FMP est], Q1 CapEx < $601.0M[FMP].
Target: Consolidation in the band between current $114[FMP] and median $139[FMP].
Scenario C - Miss
EPS < $2.01 or CapEx >= $601.0M
Threshold: EPS < $2.01[FMP estx0.97].
Target: Current $114 below SMA200 $115[FMP], if rejection continues, $98[derived] support activates.
Sizing
Earnings volatility -> max portfolio 1-2%. Waiting for earnings is not a gamble, it's a position entrustment.
Timing
IV crush within 24 hours post-earnings. Waiting for premium decay makes options preferable to spot.
Staging
Don't go all-in at once, divide into 3: initial reaction, 24 hours later, after Friday's close.

Market Outlook

What do 2 analysts say?

Wall Street Consensus
$139
12-month median target price (+22.3% upside potential)
19
BUY
2
HOLD
0
SELL
Risk Management
$98
Invalidation level - critical support threshold
$111 - 50-day MA (above, +2.5%)
$115 - 200-day MA (below, -1.5%)
IV Crush risk (sudden drop in inflated option premiums before earnings): Option premiums are inflated before earnings.
Verdict - CRH Q1 FY27
A-

You read it in 5 minutes. When the numbers come out on Wednesday evening - you know what you're looking at.

Data arrives at night. The framework is ready now.

Data arrives on Wednesday evening. The framework is ready on this page: Q1 EPS threshold $2.07[FMP], CapEx threshold "below $601.0M"[Nancy Buese]. Two anchors, three scenarios.

Comparison Stock Expert AI Pro $24/month ($240/year), 77% cheaper than the total of three earnings-tracking tools ($1,059/year -> $240/year).

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Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing

Stock Expert AI Pro: $24/month ($240/year). Council 7-lens analysis + MoonshotScore 9-pillar + Insider tracker + Technical levels - all in one platform, for every stock.

Educational tool, not investment advice. Past performance does not guarantee future results.

Calendar

Catalyst Calendar - 90-day forward look

Aug 5, 2026EARNINGSQ1 FY27 results (after market close) + earnings call
Aug 6, 2026PRICEFirst trading day after earnings - 200dMA test + IV crush
Sep 19, 2026FILING10-Q deadline - segment breakdown + RPO detail (SEC rule: quarter-end + 45 days)
~Nov 5, 2026EARNINGSQ2 FY27 (next quarter, date not yet scheduled in FMP)

DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.

Frequently Asked Questions

What does the CRH earnings preview cover?

This CRH (CRH) earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.

What should investors watch for in CRH earnings?

Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.