Q1 2026 Amrize AG Earnings Call Transcript

Apr 30, 2026 / 05:30 AM GMT

Release Date Price: $53.78 (-5.27%)

Transcript 10-Q8-K

Key Points

Positve

Amrize Ltd (AMRZ) reported a revenue growth of 4.7% in Q1 2026, reaching $2.2 billion.
The building materials segment saw a 12.9% increase in revenues, driven by double-digit volume growth in cement and aggregates.
Adjusted EBITDA for building materials grew by 42%, with a margin expansion of 230 basis points.
The acquisition of PB Materials has started to positively contribute to the company's results, with expectations of being EPS and cash accretive in 2026.
Amrize Ltd (AMRZ) declared its first quarterly dividend of $0.11 per share and plans to initiate a $1 billion share repurchase program.

Negative

The building envelope segment experienced a 9.8% decline in revenues due to softer industry volumes and pricing.
Adjusted EBITDA for the building envelope segment was down double-digits year-over-year, impacted by lower volumes and a temporary plant disruption.
Cement pricing was down 2.4% on a constant currency basis in Q1, affected by a large customer project.
Residential demand remained soft in Q1, with expectations of improvement only in the second half of 2026.
The company faces a dynamic geopolitical environment and recent spikes in energy prices, which could impact cost structures.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AMRZ.N - Amrize AG
Q1 2026 Amrize AG Earnings Call
Apr 30, 2026 / 05:30AM GMT

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Presentation
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Unidentified_1 [1]
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Hello, and welcome to the AmRise Q1 2026 Earnings Conference Call. We ask that you please hold all questions until the completion of the formal remarks, at which time you will be given instructions for the question-and-answer session.

Also, as a reminder, this conference is being recorded today. If you have any objections, please disconnect at this time.

I will now turn the call over to Arun Amarnani, Vice President of Investor Relations.

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Unidentified_2 [2]
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Thank you, and good morning. Welcome to Amarize's first-quarter 2026 earnings conference call. We

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