| CRH |
Report |
Adjusted EBITDA (Q2'26) |
BEAT |
pred ~$2.80bn vs. cons ~$2.70bn |
MEDIUM |
| CRH |
Report |
Total Revenue (Q2'26) |
BEAT |
pred ~$11.0bn vs. cons ~$10.72bn |
MEDIUM |
| CRH |
Report |
Adjusted Diluted EPS (Q2'26) |
IN-LINE |
pred ~$1.98 vs. cons ~$1.96 |
LOW |
| CRH |
Guide |
FY26 Adjusted EBITDA guide (raise vs reaffirm) |
BETTER |
guide ~$8.4bn midpoint (range lifted toward $8.3-8.6bn) vs. cons ~$8.35bn (FY2026) |
MEDIUM |
| CRH |
Guide |
FY26 Diluted EPS guide |
UNCHANGED |
guide ~$5.60-6.05 (mid ~$5.83) vs. cons ~$5.93 (FY2026) |
MEDIUM |
| CRH |
Guide |
FY26 Net income guide |
UNCHANGED |
guide ~$3.9-4.1bn (mid ~$4.0bn) vs. cons ~$4.0bn (FY2026) |
LOW |
| CRH |
Guide |
Pro-forma net leverage post-Arcosa / IG rating |
UNKNOWN |
guide ~2.4x net debt/EBITDA peak vs. ~2.0x current (FY2026-27, BBB+ target) |
LOW |
| CRH |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| CRH |
Return |
5-day cumulative residual |
+3.0% (STABILIZE) |
Oversold, de-risked setup (stock -21% YTD, -11% past month, lagging VMC/MLM) plus a Q2 EBITDA/revenue beat and a modest FY26 EBITDA raise should spark a relief pop on day 1. But out-period math caps follow-through: rising Arcosa-related interest expense, higher D&A from growth capex/M&A, energy-cost inflation and only a token EPS-guide lift limit upward FY26/27 EPS revisions even after a top-line beat. Net effect is a hold-not-extend path — cheap valuation and infrastructure tailwinds support the gain, while leverage/dilution overhang prevents a larger squeeze. |
LOW |