Ankündigung • Jul 20
Amrize AG (SWX:AMRZ) entered into agreement to acquire Rapid Redi-Mix, Llc. Amrize AG (SWX:AMRZ) entered into agreement to acquire Rapid Redi-Mix, Llc on July 20, 2026. Buy Or Sell Opportunity • Jun 17
Now 20% undervalued The stock has been flat over the last 90 days, currently trading at US$54.24. The fair value is estimated to be US$67.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.5% over the last year. Earnings per share has declined by 3.8%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 14% per annum over the same time period. Recent Insider Transactions • May 19
CEO & Chairman recently bought US$1.4m worth of stock On the 15th of May, Jan Jenisch bought around 28k shares on-market at roughly US$49.53 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$3.5m. Jan has been a buyer over the last 12 months, purchasing a net total of US$53m worth in shares. Upcoming Dividend • May 05
Upcoming dividend of US$0.11 per share Eligible shareholders must have bought the stock before 11 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (1.0%). Reported Earnings • Apr 30
First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind First quarter 2026 results: US$0.21 loss per share (further deteriorated from US$0.15 loss in 1Q 2025). Revenue: US$2.18b (up 4.7% from 1Q 2025). Net loss: US$116.0m (loss widened 33% from 1Q 2025). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 48%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Basic Materials industry in the US. Ankündigung • Apr 07
Amrize AG to Report Q1, 2026 Results on Apr 29, 2026 Amrize AG announced that they will report Q1, 2026 results After-Market on Apr 29, 2026 Ankündigung • Mar 13
Amrize AG, Annual General Meeting, Apr 21, 2026 Amrize AG, Annual General Meeting, Apr 21, 2026. Recent Insider Transactions • Mar 10
CEO & Chairman recently bought US$3.5m worth of stock On the 6th of March, Jan Jenisch bought around 60k shares on-market at roughly US$58.05 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Jan has been a buyer over the last 12 months, purchasing a net total of US$52m worth in shares. Ankündigung • Mar 03
Amrize Launches EVERtect High-Performance Concrete Range At CONEXPO-CON/AGG Amrize (NYSE:AMRZ) launched its new EVERtect high-performance concrete range at the CONEXPO-CON/AGG in Las Vegas. This unique concrete range provides builders with the tailored strength and reliability they need for every job. The EVERtect range raises the standard for the building industry across the U.S. and Canada, bringing together precision-engineered, fully customizable concrete mixes designed to meet the most demanding performance requirements across North America. Amrize’s sales and technical teams across North America are now ready to support projects from planning to pour using this new range and are committed to continuously engineering new innovative mixes to meet customer needs. The advanced range of customizable mixes include: ECOtect: a low carbon concrete delivering 100% performance with at least 30% lower carbon footprint compared to standard (Type 1/GU) concrete. SUPERtect: a dynamic, high-performance concrete mix with high strength (8,000-14,500 psi, 55-99 MPa), superior durability and rigidity (min. 5,800 ksi, 40 GPa), making it ideal for demanding structural applications. FLUIDtect: a proprietary, self-consolidating concrete mix that enables ease of placement, superior finish and efficient construction. RAPIDtect: a high early-strength concrete designed to reach specified strength sooner, delivering rapid performance gains that improve on-site productivity and help projects stay on schedule. MAXtect: combines an ultra-high performance cementitious matrix and high-strength fibers, providing maximum performance in mechanical properties, durability and aesthetics. IMAGItect: a superior-performance decorative concrete supporting the boldest architectural projects for homeowners, architects, and landscapers. Highly durable and low-maintenance, it’s available in a range of vibrant colors, patterns and textures. CONDUtect: specially designed to dissipate heat generated by buried cables supplying electrical power to data centers and other high-demand facilities. TEMPtect: engineered to withstand extreme temperatures, extending construction season into winter and summer months, when conditions are challenging for concrete placement. Amrize has been actively collaborating with startups across North America to bring cutting-edge technologies to the ready-mix market. As part of this continued innovation, NEXtect—the next generation of high-performance concrete with the most novel technologies inside—will soon join the EVERtect range. For over a century, Amrize’s high-performance concrete solutions have helped shape North American landmarks—from iconic sites like Boston University’s Computing and Data Sciences building and the Populus Hotel in Denver, to Toronto’s M3 Tower and the Daniels on Parliament, Eleven on the River in Minneapolis, and critical infrastructure such as Louis Armstrong International Airport in New Orleans. The company’s current performance concrete mixes have been rebranded and are being launched as part of the new EVERtect high-performance concrete range. Ankündigung • Feb 19
Amrize AG (SWX:AMRZ) completed the acquisition of PB Materials Holdings, Inc. Amrize AG (SWX:AMRZ) entered into an agreement to acquire PB Materials Holdings, Inc. on January 6, 2026.
Expected to close in the first half of 2026, the acquisition is subject to customary closing conditions. With over $180 million in revenues, strong earnings and significant synergies with Amrize’s existing operations, the acquisition of PB Materials is expected to be EPS and cash accretive in 2026.
Amrize AG (SWX:AMRZ) completed the acquisition of PB Materials Holdings, Inc. on February 18, 2026. Reported Earnings • Feb 18
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: US$2.14 (down from US$2.25 in FY 2024). Revenue: US$11.8b (flat on FY 2024). Net income: US$1.19b (down 7.0% from FY 2024). Profit margin: 10.0% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.4%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Basic Materials industry in the US. Ankündigung • Feb 12
Amrize AG Announces Board of Directors and Committee Changes, Effective February 11, 2026 Amrize announced the following changes to its Board of Directors. Robert S. Rivkin has been appointed as the Chair of the Audit Committee after serving as a member of the Audit Committee since June 2025. Holli Ladhani has been appointed to the Audit Committee as a qualified audit committee financial expert. She continues to serve as a member of the Nomination and Governance Committee. Theresa Drew steps down from the Board and her resignation is not related to a disagreement on any matter relating to the company’s operations, policies or practices. These changes are effective immediately. Buy Or Sell Opportunity • Feb 11
Now 20% undervalued Over the last 90 days, the stock has risen 18% to US$58.94. The fair value is estimated to be US$73.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 13% per annum over the same time period. Ankündigung • Jan 28
Amrize AG to Report Q4, 2025 Results on Feb 17, 2026 Amrize AG announced that they will report Q4, 2025 results After-Market on Feb 17, 2026 Ankündigung • Jan 07
Amrize AG (SWX:AMRZ) entered into an agreement to acquire PB Materials Holdings, Inc. Amrize AG (SWX:AMRZ) entered into an agreement to acquire PB Materials Holdings, Inc. on January 6, 2026.
Expected to close in the first half of 2026, the acquisition is subject to customary closing conditions. With over $180 million in revenues, strong earnings and significant synergies with Amrize’s existing operations, the acquisition of PB Materials is expected to be EPS and cash accretive in 2026. Reported Earnings • Oct 29
Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Third quarter 2025 results: EPS: US$0.98 (down from US$1.00 in 3Q 2024). Revenue: US$3.68b (up 6.6% from 3Q 2024). Net income: US$545.0m (down 1.4% from 3Q 2024). Profit margin: 15% (down from 16% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) missed analyst estimates by 3.9%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Basic Materials industry in the US. Ankündigung • Oct 29
Amrize AG Raises Revenue Guidance for the Year 2025 Amrize AG raised revenue guidance for the year 2025. For the year, the company now expects revenues of $11.7 Billion - $12.0 Billion against previous guidance of $11.4 Billion - $11.8 Billion. Ankündigung • Oct 09
Amrize AG to Report Q3, 2025 Results on Oct 28, 2025 Amrize AG announced that they will report Q3, 2025 results After-Market on Oct 28, 2025 Ankündigung • Sep 18
Amrize Launches Next-Generation Carrier to Further Strengthen Distribution Network for Growth Amrize celebrated the launch of the MV Tamarack, a next-generation carrier with a capacity of over 10,000 cubic meters of cement. Equipped with technology, the vessel will efficiently deliver Amrize building materials to customers, further enhancing the agility and reliability of its leading distribution and logistics network. Leading the way in maritime innovation and supply chain efficiency, Amrize's new vessel will play a critical role in supporting economic development and ensuring reliable cement supply supporting infrastructure, commercial and residential construction. In recent years, Amrize has been a trusted supplier of high-performance building solutions for major Toronto projects, through Innocon, including the Ontario Line - Pape Tunnel and Underground Station in partnership with Infrastructure Ontario and Metrolinx, and the Daniels on Parliament affordable housing project development with The Daniels Corporation. The partnership with Eureka Shipping strengthens this capacity, as the new 12,500 DWT mechanical and pneumatic MV Tamarack replaces two older ships with a single, streamlined, high-performance vessel. Equipped with diesel-electric propulsion, advanced maneuverability systems, shore-power compatibility, noise insulation and energy-saving cargo handling, the Tamarack is designed to maximize operational efficiency while minimizing emissions. Beginning its planned 15-year service, Tamarack - owned by Eureka Shipping, a joint venture between the CSL Group and SMT Shipping - is the first new cement carrier on the Great Lakes in two decades. Recent Insider Transactions • Aug 13
CEO & Chairman recently bought US$43m worth of stock On the 11th of August, Jan Jenisch bought around 895k shares on-market at roughly US$47.54 per share. This transaction amounted to 89% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Jan's only on-market trade for the last 12 months. Reported Earnings • Aug 10
Second quarter 2025 earnings: EPS and revenues miss analyst expectations Second quarter 2025 results: EPS: US$0.78. Net income: US$429.0m (up US$429.0m from 2Q 2024). Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) also missed analyst estimates by 31%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Basic Materials industry in the US. Ankündigung • Aug 07
Amrize AG Provides Earnings Guidance for the Year 2025 Amrize AG provided earnings guidance for the year 2025. For the year, the company expects revenues of $11.4 billion to $11.8 billion. Ankündigung • Jul 22
Amrize AG to Report Q2, 2025 Results on Aug 06, 2025 Amrize AG announced that they will report Q2, 2025 results After-Market on Aug 06, 2025 Board Change • Jun 26
High number of new and inexperienced directors There are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Independent Director Maria Cristina Wilbur is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.