| CRH |
Report |
Q2 2026 Adjusted EPS |
BEAT |
pred ~$2.00 vs. cons $1.96 |
MEDIUM |
| CRH |
Report |
Q2 2026 Total Revenue |
BEAT |
pred ~$10.85B vs. cons $10.72B |
MEDIUM |
| CRH |
Report |
Americas Materials Solutions Segment Revenue |
BEAT |
pred ~$5.05B vs. cons $4.94B |
MEDIUM |
| CRH |
Guide |
FY2026 Adjusted EBITDA Guidance |
BETTER |
guide ~$8.4B vs. cons $8.31B (FY2026) |
MEDIUM |
| CRH |
Guide |
FY2026 Diluted EPS Guidance |
UNCHANGED |
guide ~$5.90 vs. cons $5.92 (FY2026) |
MEDIUM |
| CRH |
Guide |
Share Buyback/Capital Return Cadence Post-Arcosa |
LOWER |
guide ~$0 new tranche vs. cons ~$300M continued buyback (2H2026) |
MEDIUM |
| CRH |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| CRH |
Return |
5-day cumulative residual |
+0.4% (FADE) |
An EPS/revenue beat and reaffirmed-to-slightly-raised FY26 EBITDA guidance should spark an initial relief rally given the stock's ~20% YTD de-rating, but the pause in buybacks post-July and confirmation that Arcosa financing (term loan + remaining bridge) will raise pro-forma interest expense in 2H26/2027 should prompt analysts to trim out-quarter EPS estimates even after the headline beat, causing the pop to partially fade over the week as the leverage/dilution math gets modeled in. |
LOW |