Q2 2026 Amrize AG Earnings Call Transcript

Aug 7, 2026 / 12:30 PM GMT

Release Date Price: MXN853

Transcript 10-Q8-K

Key Points

Positve

Amrize Ltd (AMRZ) delivered strong revenue growth of 8.6% in Q2 2026, driven by increased mega project demand from data centers, energy, and infrastructure modernization.
The company achieved industry-leading organic growth of 6.7%, demonstrating the strength of its network and strategic footprint in attractive markets.
Amrize Ltd (AMRZ) grew net income by 14.4% and diluted earnings per share by 14.7%, reflecting solid operational performance.
The company is successfully executing its capital allocation strategy, investing $241 million in CapEx for expansion and returning $502 million to shareholders through dividends and buybacks.
The Aspire program is on track, delivering $29 million in savings in Q2 and progressing toward its $80 million full-year target, which helps offset cost headwinds.
Amrize Ltd (AMRZ) is well-positioned for future growth with a strong order backlog, including over 300 planned data centers in North America, and expects to serve over 90% of these projects.

Negative

Amrize Ltd (AMRZ) faced significant cost headwinds from oil price-driven inflation, leading to higher freight, diesel, and raw material costs that impacted profitability.
The company experienced a timing difference between price realization and cost inflation, which negatively affected adjusted EBITDA performance in Q2.
Building envelope adjusted EBITDA declined 5.2% year-over-year due to the lag between price increases and cost inflation, despite improved sequential pricing.
Cement pricing remained slightly down year-over-year in Q2, and the company revised its full-year cement pricing expectations to flat or up low single-digits.
Amrize Ltd (AMRZ) revised its full-year adjusted EBITDA guidance downward due to the persistence of cost inflation and timing issues, expecting price-over-cost to only turn positive in Q4.
The company is lapping significant insurance recoveries from 2025, creating a net headwind of approximately $55 million to full-year 2026 earnings.

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

AMRZ.N - Amrize AG
Q2 2026 Amrize AG Earnings Call
Aug 07, 2026 / 12:30PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Welcome to AMRISE's second quarter 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 Barish Oren.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Thank you and good morning. Welcome to MRISE's second quarter 2026 earnings conference call.

We released our second quarter financial results yesterday

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.