--- canonical_url: https://www.stockexpertai.com/earnings/crh last_updated: 2026-05-05T19:37:40.901Z --- # CRH plc (CRH) Q1 FY2027 Earnings Preview > This content was automatically generated with FMP live data + Q1 FY2026 earnings call transcript. Generated: 2026-05-05T19:37:40.492Z. Educational tool, not investment advice. --- ## Quick Summary | Field | Value | Source | |---|---|---| | Price | $113.63 (▲ 2.55%) | fmp:quote | | Market Cap | $75.9B | fmp:profile | | 52w range | $86.83 – $131.55 | fmp:quote | | Earnings | Wed 5 Aug | fmp:earnings-history | | EPS estimate | $2.07 (+7% YoY) | fmp:earnings-estimate | | Revenue estimate | $10.7B | fmp:earnings-estimate | | Beat streak | 0/4 | fmp:earnings-history | | Rating | A- (overall 4/5) | fmp:ratings | | Analyst median target | $139 (+22.3% upside) | fmp:price-target-consensus | | MoonshotScore | 36/100 | derived | | Council | 3/6 bullish | derived | | Munger verdict | Fairly Valued | derived | ## CRH plc — Q1 FY2027 Expectations Q1 consensus: revenue $10.7B^{[FMP est]}, EPS $2.07^{[FMP est]}. 0 consecutive quarters of beat^{[FMP earnings]}. ## Quick Take **Score:** A- · **Stance:** BUY · **Council:** 3/6 · **Moonshot:** 36 = MoonshotScore 36^{[9-pillar formula]} + Council 3/6^{[6-lens rule]}. Form 4: 0 transactions^{[FMP Form 4]}. ## Watchlist (5 metrics) ### 1. 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, Expectation / Guide · Q1 FY2026 ### 2. 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, Investor Focus · Q1 FY2026 ### 3. 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, Investor Focus · Q1 FY2026 ### 4. 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 $1.1 billion" > — Jim Mintern, CEO, Investor Focus · Q1 FY2026 ### 5. Americas Materials Solutions Q1 Revenue Americas Materials Solutions' total revenues were 21% ahead of the prior year period, with robust volumes across all product lines, reflecting good early season project activity, strong commercial execution and contributions from acquisitions. > "Total revenues were 21% ahead of the prior year period, with robust volumes across all product lines, reflecting good early season project activity, strong commercial execution and contributions from acquisitions." > — Randy Lake, COO, Investor Focus · Q1 FY2026 ## MoonshotScore Pillars | Pillar | Score | Level | Evidence | |---|---|---|---| | Revenue Growth | 0.0 | weak | Q1 vs Q2: growth negative (-15.4%, contraction) | | Gross Margin | 3.0 | weak | Q1: low margin (27.7%, capital-intensive or commodity) | | Operating Leverage | 0.0 | weak | op margin weak (-0.5%, under pressure) | | Cash Runway | 3.0 | weak | FCF negative ($-1.2B, external financing needed) | | R&D Intensity | 3.0 | weak | low R&D investment (0.0%, weak innovation) | | Price Momentum | 7.0 | strong | RSI 50.0 balanced, 50d above | | News Sentiment | 9.0 | strong | strong buy consensus (90%) | **Formula:** sum(pillar.score) / (count * 10) * 100. Each pillar deterministic from FMP. Source maps in pillar.formula. ## Council (7-Lens) | Name | Stance | Context | |---|---|---| | Ray Dalio | bull | macro · target upside +22.3% | | Ken Griffin | bull | flow · 50d MA above | | Jim Simons | neutral | quant · RSI 50 | | Klarman | neutral | value · target upside +22.3% | | Buffett | bull | quality · ROE score 5/5 | | Munger | neutral | valuation · target upside +22.3% | **Formula:** Each lens uses deterministic rule on bundle data. Logged in member.contextTr. ## Munger Lens - **Verdict:** Fairly Valued - **Financial Health:** Strong - **Margin of Safety:** Moderate - **Interest Coverage:** Adequate - **ROIC vs WACC:** Healthy **Formula:** verdict=upside>25?Undervalued:>0?Fairly Valued:Overvalued. Each lens deterministic from FMP ratings + priceTarget. ## Technical Levels - **RSI(14):** 50.0 — dengeli — yön sinyali zayıf - **50d MA:** $111 — hisse %2.5 üstünde — kısa vadeli destek - **200d MA:** $115 — hisse %1.5 altında — uzun vadeli baskı - **Volume (10d):** -91% ## Past Performance (4 Quarters) | Quarter | EPS Actual | EPS Estimate | Result | Reaction | |---|---|---|---|---| | Q2 FY25 | $1.94 | $1.94 | MISS | +9.5% | | Q3 FY25 | $2.23 | $2.20 | BEAT | -0.8% | | Q4 FY25 | $1.52 | $1.52 | MISS | +0.6% | | Q1 FY26 | $-0.27 | $-0.22 | +23.5% EPS | -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. ## 3 Scenarios ### 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 ≈ $2.07 + CapEx < $601.0M** Threshold: EPS ≈ $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 est×0.97]}. Target: Current $114 below SMA200 $115^[FMP], if rejection continues, $98^[derived] support activates. ## Risk Notes ### Primary segment below threshold 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. ### Insider trading Form 4 data is marked in the table — this page does not generate assumptions for this stock. | Executive | Action | Amount | Date | |---|---|---|---| **Net:** — (0 transactions · 0 sells · 0 buys) · Q1 FY26 ### 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. ## Wall Street Consensus - **Median target:** $139 (+22.3% upside vs current $114) - **High / Low:** $147 / $120 - **Buy / Hold / Sell:** 19 / 2 / 0 - **Analyst count:** 2 (last quarter), 19 all-time ## Additional Transcript Insights ### 1. 2026_EBITDA_guidance **Claim:** 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. **Evidence (transcript):** "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" **Numbers:** $8.1 billion, $8.5 billion ### 2. Americas_Materials_Solutions_Q1_revenue **Claim:** 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. **Evidence (transcript):** "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." **Numbers:** 21% ### 3. Lawn_and_Garden_divestiture **Claim:** 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. **Evidence (transcript):** "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" **Numbers:** $1.1 billion ### 4. Axius_Water_acquisition **Claim:** 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. **Evidence (transcript):** "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." **Numbers:** $700 million ### 5. Share_buyback_program **Claim:** 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. **Evidence (transcript):** "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." **Numbers:** $400 million, $300 million, 28th --- *Data source: FMP (live query, 2026-05-05), Q1 FY2026 earnings call transcript (Translated to EN with Gemini 2.0 Flash). Educational tool, not investment advice.*