| CRH |
Report |
Q2 Total revenue |
BEAT |
pred ~$10.85bn vs. cons $10.70bn |
MEDIUM |
| CRH |
Report |
Q2 Adjusted EBITDA |
BEAT |
pred ~$2.64bn vs. cons $2.60bn |
MEDIUM |
| CRH |
Report |
Q2 diluted EPS |
BEAT |
pred ~$2.06 vs. cons $2.03 |
MEDIUM |
| CRH |
Guide |
FY2026 Adjusted EBITDA guidance |
UNCHANGED |
guide ~$8.30bn midpoint vs. cons $8.34bn (FY2026) |
HIGH |
| CRH |
Guide |
FY2026 diluted EPS guidance |
UNCHANGED |
guide ~$5.83 midpoint vs. cons $5.96 (FY2026) |
HIGH |
| CRH |
Guide |
Arcosa pro-forma net-debt-to-Adjusted-EBITDA commentary |
UNCHANGED |
guide ~2.4x vs. cons 2.4x (Q1 2027 closing) |
MEDIUM |
| CRH |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
MEDIUM |
| CRH |
Return |
5-day cumulative residual |
+0.3% (FADE) |
A ~$2.64bn Q2 Adjusted EBITDA result versus $2.60bn consensus supports an initial positive reaction, but an unchanged ~$8.30bn FY2026 EBITDA midpoint versus $8.34bn consensus implies ~$5.07bn of H2 EBITDA versus roughly $5.15bn implied by consensus. The modest out-period shortfall, together with unchanged ~$5.83 FY EPS midpoint versus $5.96 consensus and ongoing Arcosa financing scrutiny, should limit estimate revisions and fade the initial beat. |
MEDIUM |