3 days ago
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MarketBeat
Wed, February 18, 2026 astatine 9:50 AM CST 8 min read
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Solid 2025 results and steadfast guidance: Amrize reported $11.8 cardinal of gross (up 0.9%), $3.0 cardinal of adjusted EBITDA, $1.5 cardinal of currency travel (49% conversion) and nett leverage of 1.1x, and guided 2026 gross maturation of 4–6% and adjusted EBITDA maturation of 8–11% (including PB Materials).
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PB Materials acquisition is strategical and accretive: The woody adds much than $180 cardinal of yearly revenue, 26 operating sites and 50 years of aggregates reserves, has FTC clearance and is expected to beryllium EPS- and cash-accretive erstwhile it closes successful Q1 2026.
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Investments, request drivers and outgo savings: Amrize plans $900 cardinal of concern successful 2026 with large capableness projects (e.g., Ste. Genevieve +660k tons), is leaning into data-center, commercialized and infrastructure request portion residential stays soft, and expects the Aspire programme to present ~70 bps of borderline enlargement successful 2026 and $250 cardinal of synergies by 2028.
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Amrize (NYSE:AMRZ) executives said the institution ended 2025 with humble top-line growth, beardown currency generation, and a equilibrium expanse they judge positions the gathering materials and gathering envelope supplier to put for maturation portion expanding shareholder returns. Management besides provided 2026 guidance calling for gross maturation of 4% to 6% and adjusted EBITDA maturation of 8% to 11%, including the publication from the pending PB Materials acquisition.
Chairman and CEO Jan Jenisch said 2025 marked an important twelvemonth for the institution pursuing its spin-off and motorboat successful June. For the afloat year, Amrize reported gross of $11.8 billion, up 0.9%, and adjusted EBITDA of $3.0 billion. The institution generated $1.5 cardinal of currency flow, which absorption said equated to a 49% currency conversion rate, and ended the twelvemonth with a nett leverage ratio of 1.1x.
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In the 4th quarter, Jenisch said full institution gross was down 0.4% twelvemonth implicit year, portion the gathering materials conception posted maturation and borderline expansion. CFO Ian Johnson said gathering materials gross was astir $2.2 billion, up 3.9%, driven by higher cement and aggregates volumes and continued aggregates pricing growth. Cement volumes accrued 3.6% and aggregates volumes roseate 3%.
Johnson noted cement pricing successful the 4th was down 0.8%, portion full-year 2025 cement pricing was up 30 ground points connected a changeless currency basis. He said the institution has announced terms increases crossed each markets for 2026, with pricing “phasing in” since the commencement of the twelvemonth and a afloat run-rate assumed by April 1.
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