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CRH PLCNYSE: CRH

Materials · Construction Materials

$113.18

+3.44%

Vol: 2.3M

Research Digest

Thursday, June 18, 2026

Positive

CRH appointed Tony Will, former CF Industries CEO, to its board on June 16, expanding the board to 13 directors to reinforce its industrial and infrastructure focus.

On June 16, 2026, CRH plc announced it would expand its Board of Directors from 12 to 13 members and elected W. Anthony (Tony) Will, former president and CEO of CF Industries Holdings, as a non-management director effective July 1, 2026. The company framed the appointment as adding large-scale industrial, operational and strategic experience to support its push into higher-value markets and infrastructure-related building materials. The move follows recent management changes including Danilo Juvane as new Head of Investor Relations (effective May 26) and continued capital returns via share buybacks and a 5% dividend increase. CRH carries a Strong Buy consensus with a 12-month target near $142.66, implying significant upside. The bear case is that a single board addition is incremental governance news, not a fundamental catalyst, and CRH remains exposed to cyclical construction demand and infrastructure-spending timing.

Price 50d 200d

Previous Market Intelligence

13 days
Jun 17CRH expands its board, electing former CF Industries CEO Tony Will as a non-management director.Neutral

On June 16, 2026, CRH plc announced its Board of Directors will expand from 12 to 13 members, electing W. Anthony (Tony) Will, former president and CEO of CF Industries Holdings, as a non-management director effective July 1, 2026. The company said Will's appointment brings extensive large-scale industrial, operational and strategic experience expected to support CRH's focus on higher-value markets and reinforce its positioning in infrastructure-related building materials. The governance change follows recent leadership refreshes, including the naming of Aylwyn Bryan as CFO in May. CRH also completed the latest phase of its share buyback program, returning a further $0.3 billion to shareholders. The appointment is a modest, incremental governance event rather than a financial catalyst, so near-term share impact is likely limited.

Jun 16No significant overnight updatesNeutral

No material news in the last 48 hours.

Jun 15No significant overnight updatesNeutral

No material news in the last 48 hours.

Jun 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.

Sector Peers

CompanyPriceDay1MFwd P/EBetaMkt Cap
CRHCRH$113.18+3.44%+11.0%16.4x1.19$73.1B
VMCVULCAN$305.20+3.52%+13.6%27.2x1.06$38.3B
MLMMARTIN$610.56+3.29%+11.0%25.8x1.10$35.5B
LINLINDE$516.38+0.10%+1.9%26.2x0.73$238.5B
NEMNEWMONT$103.99-1.59%+0.6%9.3x0.46$112.8B
FCXFREEPORT$68.43-0.92%+17.6%17.7x1.36$99.3B

Key Fundamentals

Market Cap$73.1B
P/E (TTM)20.3
Forward P/E16.4
Beta1.19
Div Yield138.00%
Prev Close$109.41

RSI (14-Day)

48Neutral
0305070100

52-Week Range

$86.83$113.18$131.55
From High-14.0%
From Low+30.3%

Moving Averages

50d SMA
$109.02+3.8%
200d SMA
$115.50-2.0%

Price below 200d MA — bearish structure.

Historical Returns

1W
+14.8%
1M
-3.6%
3M
-9.5%
6M
+4.0%
1Y
+15.6%
YTD
-10.2%

Volume

Today2.3M
20d Avg4.1M
Ratio0.55x