CRH PLCNYSE: CRH
Materials · Construction Materials
$112.50
+11.35%
Vol: 413K
Research Digest
Monday, June 15, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21CRH drops 3.9% on May 19 amid sector-wide rate pressure following appointment of new CFO Aylwyn Bryan and reaffirmed 2026 guidance.Mixed▶
CRH shares fell 3.9% on May 19, 2026 as the materials sector came under pressure from rising Treasury yields and renewed inflation worries, with no company-specific negative catalyst identified. Earlier in the month, CRH appointed long-serving executive Aylwyn Bryan as Chief Financial Officer effective May 12, succeeding Nancy Buese who stepped down by mutual agreement. The company reaffirmed full-year 2026 guidance projecting adjusted EBITDA of $8.1-$8.5 billion, net income of $3.9-$4.1 billion, and EPS of $5.60-$6.05, supported by a strong Q1 with revenue up 9% to $7.4 billion and adjusted EBITDA up 18%. CRH continued portfolio optimization with three strategic divestitures totaling $1.9 billion year-to-date, including the $1.1 billion Lawn and Garden business sale. The Board declared a $0.39 quarterly dividend (up 5% YoY) and authorized an additional $0.3 billion share buyback.
May 20CRH shares slid 3.9% on May 19 as rising Treasury yields pressured materials stocks amid renewed inflation worries.Negative▶
CRH plc stock fell 3.9% on May 19, 2026, in a primarily macro-driven move as U.S. equities and the broader materials sector came under pressure from rising Treasury yields and renewed inflation concerns. The decline contrasts with recent positive company-specific news, including Q1 2026 revenue of $7.4 billion (up 9% YoY) and adjusted EBITDA up 18%. CRH reaffirmed 2026 guidance for net income of $3.9-$4.1 billion and continues to execute on $1.9B in divestitures and ~$900M in acquisitions, including the pending Axius Water deal. New CFO Aylwyn Bryan took over on May 12 following Nancy Buese's exit. The board declared a 5% dividend increase.
May 19No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 18CRH names Aylwyn Bryan as new CFO effective May 12 after Nancy Buese exits 'by mutual agreement' just one year into the role.Mixed▶
CRH announced on May 13 the appointment of long-serving Americas CFO Aylwyn Bryan (14 years with CRH) as Group CFO effective May 12, replacing Nancy Buese who departed by mutual agreement May 11 and will stay on as a non-executive employee through August 11 to support transition. The CFO change comes alongside Q1 2026 results showing revenue up 9% YoY to $7.4B (4% ahead of consensus) and EBITDA up 18% to $586M (~8% above expectations). CRH reaffirmed 2026 guidance: adjusted EBITDA $8.1-$8.5B, net income $3.9-$4.1B, EPS $5.60-$6.05. The company executed $1.9B in divestitures and 9 acquisitions including Axius Water for US water infrastructure exposure, and raised the quarterly dividend 5% to $0.39. Shares are down ~9.3% over 7 days and -18.4% YTD, trading near $103.21.
May 15CRH's $0.39 dividend goes ex today (May 15) as the building-materials giant maintains $8.1-$8.5B adjusted EBITDA guidance and continues its buyback program.Positive▶
CRH plc's $0.39 quarterly dividend goes ex-dividend today, May 15, 2026. The company has completed the latest phase of its share buyback, returning a further $0.3B of cash to shareholders. Q1 2026 results beat expectations with total revenue up 9% YoY to $7.4B and adjusted EBITDA up 18% to $600M. Full-year 2026 guidance reaffirmed at net income of $3.9-$4.1B and adjusted EBITDA of $8.1-$8.5B. CRH continues delisting its ordinary and 7% preference shares from the London Stock Exchange. Analyst consensus Strong Buy with $139.31 target (~26% upside). Risk: stock has declined ~12% YTD versus S&P 500 gains.
May 14CRH names Aylwyn Bryan as new CFO effective May 12 and declares a $0.39 dividend with ex-date May 15, while keeping 2026 net income guidance of $3.9-$4.1BPositive▶
On May 13, CRH PLC announced the appointment of Aylwyn Bryan as Chief Financial Officer, effective May 12, 2026, alongside reaffirmation of 2026 guidance projecting net income of $3.9-$4.1B with mid-single-digit revenue growth and double-digit EPS expansion. The board declared a quarterly cash dividend of $0.39 with an ex-date of May 15, a 5% increase year over year. Q1 2026 results showed revenue of $7.4B (+9% YoY) and adjusted EBITDA of $586M (+18% YoY), with three non-core divestitures fetching $1.9B and nine value-accretive acquisitions completed including Axius Water. The buyback program has returned about $400M with another $300M tranche announced. Risk: a CFO transition combined with a recent share price pullback to ~$111 increases scrutiny on guidance execution.
May 13CRH reaffirmed full-year 2026 guidance and held AGM with all 12 directors re-elected, declaring a $0.39 dividend ex-May 15.Positive▶
At its May 7 AGM, CRH shareholders re-elected all 12 directors and approved 2025 executive compensation. The board declared a quarterly cash dividend of $0.39 (ex-date May 15, 2026), representing a 5% increase. Management reaffirmed 2026 guidance of $8.1-8.5B adjusted EBITDA, $3.9-4.1B net income, and EPS of $5.60-$6.05, signaling confidence after a strong Q1 with revenue, EBITDA and margin all expanding. Analyst consensus remains Buy with a 2026 price target near $139. Continued bolt-on M&A (nine Q1 acquisitions including Axius Water) supports the growth-through-acquisition thesis.
May 12CRH AGM on May 7 re-elects all 12 directors as company reaffirms FY2026 adjusted EBITDA guidance of $8.1B-$8.5B following Q1 revenue of $7.37B (+9%).Mixed▶
CRH held its 2026 AGM on May 7, with all 12 director nominees re-elected and shareholders approving the 2025 NEO compensation package. Q1 2026 (filed May 1) showed total revenues of $7.37B (+9% YoY) but a net loss of $180M (vs $98M loss prior year). CRH reaffirmed FY2026 guidance of adjusted EBITDA between $8.1B-$8.5B and net income between $3.9B-$4.1B. The company executed $1.9B in divestitures across three non-core businesses (including Lawn and Garden for $1.1B and the closed MoistureShield deal) and announced nine value-accretive acquisitions, including Axius Water for US water infrastructure exposure. The Board declared a quarterly dividend of $0.39 (+5% YoY) and announced an additional $300M buyback tranche on top of the ongoing program (~$400M returned to date). Wells Fargo upgraded to Overweight, while JPMorgan and Morgan Stanley lowered targets in mid-April.
May 11CRH shareholders approved all proposals at the May 7 AGM and the board hiked the quarterly dividend 5% to $0.39, while reaffirming 2026 adjusted EBITDA guidance of $8.1-$8.5 billion.Mixed▶
CRH plc held its 2026 AGM on May 7, where all 12 director nominees were re-elected and shareholders approved all proposals. The board declared a quarterly dividend of $0.39 per share, a 5% increase. CRH reaffirmed full-year 2026 guidance of adjusted EBITDA of $8.1-$8.5 billion and net income of $3.9-$4.1 billion. Q1 2026 revenue rose 9% to $7.37-$7.4 billion (above $7.07B consensus), though the company posted a $180 million net loss on seasonality and one-time items. CRH executed $1.9 billion in non-core divestitures and $900 million in acquisitions, including the Axius Water deal expanding its US infrastructure footprint. Shares fell 3.3% as investors digested the Q1 loss and unchanged outlook. Risk is execution on portfolio reshaping and US construction demand.
May 8CRH reports Q1 2026 revenue of $7.37B (+9% YoY) with net loss of $180M, declares 5% dividend increase and $300M buybackMixed▶
CRH reported mixed Q1 2026 results with revenue of $7.4B (+9% YoY) and Adjusted EBITDA of $586M (+18% YoY). However, posted net loss of $180M (vs. $98M loss in Q1 2025) due to litigation charges. Board declared quarterly dividend of $0.39 (+5% YoY). Company divested three non-core businesses for $1.9B and announced nine acquisitions including Axios Water. Share buyback program returned ~$400M with additional $300M tranche announced. Full-year 2026 guidance reaffirmed: Adjusted EBITDA $8.1-8.5B, net income $3.9-4.1B, EPS $5.60-6.05. Stock down 3.3% post-earnings as investors digested larger net loss and reaffirmed guidance.
May 6CRH reports Q1 2026 revenue +9% to $7.37B, beats consensus; announces $300M buyback tranche and 5% dividend increase; posts net loss.Mixed▶
CRH reported Q1 2026 revenue of $7.37B (+9% YoY), beating FactSet consensus by 4%, with growth driven by infrastructure projects. Adjusted EBITDA grew, but company posted wider net loss than prior year. Management reaffirmed rather than raised 2026 guidance, causing post-earnings stock decline of 3.3%. Board declared $0.39/sh dividend (+5% YoY increase). Ongoing buyback program has returned $400M with additional $300M tranche announced. Company divested 3 non-core businesses for $1.9B, completed 9 value-accretive acquisitions including Axius Water for US water infrastructure. As largest North American roadbuilder, well-positioned for $1.2T Infrastructure Investment Act benefits (50% increase in highway funding, mostly uninvested). Stock gained 12.5% monthly, 23.8% YoY. Risk: execution on integrations, infrastructure spending realization, margin pressure.
May 5CRH reports 9% Q1 revenue growth, declares 5% dividend increase, completes strategic divestituresPositive▶
CRH reported strong Q1 2026 with $7.37B revenue (+8% vs $6.76B prior year) and growth in adjusted EBITDA/margin. Company announced 9 value-accretive acquisitions including Axius Water, divested 3 non-core businesses for $1.9B, and completed $400M share buybacks with additional $300M announced. Board declared $0.39 quarterly dividend (+5% increase). CRH now selected for S&P 500 index inclusion effective Dec 22, 2025.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| CRHCRH | $112.50 | +11.35% | -2.3% | 15.1x | 1.23 | $67.5B |
| VMCVULCAN | $296.19 | +13.02% | -1.6% | 24.2x | 1.09 | $34.0B |
| MLMMARTIN | $599.15 | +11.37% | -3.2% | 23.3x | 1.14 | $32.3B |
| LINLINDE | $519.59 | +0.99% | +0.7% | 26.1x | 0.74 | $237.9B |
| NEMNEWMONT | $106.40 | -1.78% | -1.4% | 9.6x | 0.45 | $115.6B |
| FCXFREEPORT | $71.30 | +14.43% | +3.0% | 16.8x | 1.32 | $89.6B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.