Added to YB: 2026-08-13
Pitch date: 2026-08-11
AMRZ [neutral]
Amrize AG
-1.68%
current return
Author Info
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Company Info
Amrize AG engages in the provision of various building solutions for infrastructure, commercial, and residential construction markets in North America and Canada.
Market Cap
CHF 25.8B
Pitch Price
CHF 38.80
Price Target
N/A
Dividend
0.93%
EV/EBITDA
10.27
P/E
21.16
EV/Sales
2.64
Sector
Construction Materials
Category
growth
Amrize (AMRZ Switzerland): Strong demand collides with US cost pressure
AMRZ (update): Swiss building materials co seeing stronger-than-expected demand; raised sales outlook but cut EBITDA guide to $3.1-3.2bn on US price/cost squeeze. Cement pricing -0.2% YoY Q2, freight/diesel costs elevated. H2 hinges on price hikes + Q4 freight normalization. M&A pipeline healthy (PB Materials, Rapid Ready Mix).
Read full article (2 min)