| CRH |
Report |
Q2 2026 revenue |
BEAT |
pred ~$10.82bn vs. cons $10.70bn |
MEDIUM |
| CRH |
Report |
Q2 2026 adjusted EBITDA |
BEAT |
pred ~$2.65bn vs. cons $2.60bn |
MEDIUM |
| CRH |
Report |
Q2 2026 adjusted EBITDA margin |
IN-LINE |
pred ~24.5% vs. cons 24.3% |
MEDIUM |
| CRH |
Guide |
Adjusted EBITDA guidance |
BETTER |
guide ~$8.35bn midpoint vs. cons $8.30bn (FY2026) |
MEDIUM |
| CRH |
Guide |
Diluted EPS guidance |
LOWER |
guide ~$5.88 midpoint vs. cons $5.96 (FY2026) |
MEDIUM |
| CRH |
Guide |
Pro forma net debt to adjusted EBITDA |
UNCHANGED |
guide ~2.4x vs. cons 2.4x (pro forma FY2026, post-Arcosa) |
MEDIUM |
| CRH |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.4% |
— |
MEDIUM |
| CRH |
Return |
5-day cumulative residual |
+0.9% (FADE) |
A modest operating beat and slightly improved FY2026 EBITDA midpoint support the initial reaction, but the implied EPS guide of ~$5.88 versus consensus $5.96, Arcosa financing costs and unchanged ~2.4x pro forma leverage limit upward revisions and cause part of the day-1 move to fade. |
MEDIUM |