View ValuationAmrize 将来の成長Future 基準チェック /16Amrize利益と収益がそれぞれ年間15.2%と5.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12.3% 14.5%なると予測されています。主要情報15.2%収益成長率14.45%EPS成長率Basic Materials 収益成長12.3%収益成長率5.1%将来の株主資本利益率12.34%アナリストカバレッジGood最終更新日25 Jun 2026今後の成長に関する最新情報お知らせ • Oct 29Amrize AG Raises Revenue Guidance for the Year 2025Amrize 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.お知らせ • Aug 07Amrize AG Provides Earnings Guidance for the Year 2025Amrize AG provided earnings guidance for the year 2025. For the year, the company expects revenues of $11.4 billion to $11.8 billion.すべての更新を表示Recent updatesBuy Or Sell Opportunity • Jun 17Now 20% undervaluedThe 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.お知らせ • Jun 15Amrize AG to Report Q3, 2026 Results between Oct 26, 2026 and Oct 30, 2026Amrize AG announced that they will report Q3, 2026 results between Oct 26, 2026 and Oct 30, 2026お知らせ • Jun 14Amrize AG to Report Q2, 2026 Results between Aug 03, 2026 and Aug 07, 2026Amrize AG announced that they will report Q2, 2026 results between Aug 03, 2026 and Aug 07, 2026Recent Insider Transactions • May 19CEO & Chairman recently bought US$1.4m worth of stockOn 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 05Upcoming dividend of US$0.11 per shareEligible 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%).お知らせ • May 02+ 1 more updateAmrize Ag Announces First Quarterly Dividend, Payable on May 20, 2026Amrize AG declared the first quarterly dividend of $0.11 per share to be paid on May 20, 2026. The last trading day with entitlement to receive the quarterly dividend, known as the cum-dividend date, is May 11, 2026. The shares will be traded ex-dividend on May 12, 2026, which is also the record date.Reported Earnings • Apr 30First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst 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.お知らせ • Apr 23Amrize Approves an Annual Dividend for 2026Amrize at its Annual General Meeting held on April 21, 2026 approved an annual dividend for 2026 of up to $0.44 per share, payable in quarterly installments, at the discretion of the Board.お知らせ • Apr 22+ 1 more updateAmrize Approves Board ElectionsAmrize at its Annual General Meeting held on April 21, 2026 approved the election of Don P. Newman and Jacques Wolf Sanche as new members of the Amrize Board of Directors. Following the Annual General Meeting, the Amrize Board of Directors now consists of: Jan Jenisch (Chairman), Nick Gangestad (Lead Independent Director), Dwight Gibson, Holli Ladhani, Michael E. McKelvy, Don P. Newman, Jürg Oleas, Robert Rivkin, Katja Roth Pellanda, Maria Cristina A. Wilbur and Jacques Wolf Sanche.お知らせ • Apr 07Amrize AG to Report Q1, 2026 Results on Apr 29, 2026Amrize AG announced that they will report Q1, 2026 results After-Market on Apr 29, 2026お知らせ • Apr 01+ 1 more updateAmrize Announces Chief Financial Officer ChangesThe Amrize (AMRZ) Board of Directors has appointed Baris Oran as Chief Financial Officer and a member of the company’s Executive Committee, effective April 1, 2026. Oran succeeds Ian Johnston, who will step down from the role and remain with the company as a senior advisor to support a smooth transition. Oran joins Amrize from GXO Logistics, where he served as CFO following its spin-off from XPO and built a strong finance organization to support the company’s strategic priorities. With a 25-year track record of value creation, Oran brings financial expertise across a broad range of industries from manufacturing and logistics to technology. Oran’s finance career includes executive roles with multinational market leaders and extensive experience with capital allocation, M&A, balance sheet management and capital markets. He served as CFO of the Sabanci Group, CFO of Kordsa, and in leadership roles at Ernst & Young, PwC and Sara Lee Corporation. Oran holds a master’s degree in business administration from the University of Georgia, USA.お知らせ • Mar 13Amrize AG, Annual General Meeting, Apr 21, 2026Amrize AG, Annual General Meeting, Apr 21, 2026.Recent Insider Transactions • Mar 10CEO & Chairman recently bought US$3.5m worth of stockOn 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.お知らせ • Mar 03Amrize Launches EVERtect High-Performance Concrete Range At CONEXPO-CON/AGGAmrize (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.お知らせ • Feb 19Amrize 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 18Full year 2025 earnings: EPS misses analyst expectationsFull 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.お知らせ • Feb 18+ 2 more updatesAmrize AG Proposes Annual Dividend for the Year 2026The Board of Directors of Amrize AG proposed a $0.44 ordinary annual dividend per share, payable in quarterly installments, at the discretion of the Board.お知らせ • Feb 12Amrize AG Announces Board of Directors and Committee Changes, Effective February 11, 2026Amrize 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 11Now 20% undervaluedOver 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.お知らせ • Jan 28Amrize AG to Report Q4, 2025 Results on Feb 17, 2026Amrize AG announced that they will report Q4, 2025 results After-Market on Feb 17, 2026お知らせ • Jan 07Amrize 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.Seeking Alpha • Dec 13Amrize: A Dual-Engine Compounder In The MakingSummary Amrize AG earns a hold rating due to a fair but unattractive valuation at 12.23x forward EV/EBITDA, limiting upside potential. AMRZ demonstrates strong operational resilience, diversified revenue streams, and robust cash generation, supported by infrastructure and data center megatrends. Recent results show 6.6% YoY revenue growth and improved building envelope margins, but operational risks like plant outages highlight some vulnerability. Long-term prospects are solid, but I would wait for a more attractive entry point near a 10x EV/EBITDA multiple before increasing exposure. Read the full article on Seeking AlphaReported Earnings • Oct 29Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird 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.お知らせ • Oct 29Amrize AG Raises Revenue Guidance for the Year 2025Amrize 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.お知らせ • Oct 09Amrize AG to Report Q3, 2025 Results on Oct 28, 2025Amrize AG announced that they will report Q3, 2025 results After-Market on Oct 28, 2025お知らせ • Sep 18Amrize Launches Next-Generation Carrier to Further Strengthen Distribution Network for GrowthAmrize 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 13CEO & Chairman recently bought US$43m worth of stockOn 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 10Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond 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.お知らせ • Aug 07Amrize AG Provides Earnings Guidance for the Year 2025Amrize AG provided earnings guidance for the year 2025. For the year, the company expects revenues of $11.4 billion to $11.8 billion.お知らせ • Jul 22Amrize AG to Report Q2, 2025 Results on Aug 06, 2025Amrize AG announced that they will report Q2, 2025 results After-Market on Aug 06, 2025Board Change • Jun 26High number of new and inexperienced directorsThere 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.業績と収益の成長予測NYSE:AMRZ - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202813,9601,9721,8812,9101612/31/202713,1291,6801,7122,6412212/31/202612,4331,4641,4562,229233/31/202611,9121,1561,3192,168N/A12/31/202511,8151,1851,4202,208N/A9/30/202511,8251,1781,4162,131N/A6/30/202511,5961,1861,1491,900N/A3/31/202511,6191,2311,3522,023N/A12/31/202411,7041,2741,6402,282N/A9/30/202411,7691,1231,3842,042N/A12/31/202311,6779561,4062,036N/A12/31/202210,7261,1081,5001,988N/A12/31/20218,1328411,0981,492N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: AMRZの予測収益成長率 (年間15.2% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: AMRZの収益 ( 15.2% ) US市場 ( 18.5% ) よりも低い成長が予測されています。高成長収益: AMRZの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: AMRZの収益 ( 5.1% ) US市場 ( 12.6% ) よりも低い成長が予測されています。高い収益成長: AMRZの収益 ( 5.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: AMRZの 自己資本利益率 は、3年後には低くなると予測されています ( 12.3 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/29 04:49終値2026/06/26 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Amrize AG 23 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29 アナリスト機関Tom ZhangBarclaysKatherine HearneBarclaysHarry GoadBerenberg26 その他のアナリストを表示
お知らせ • Oct 29Amrize AG Raises Revenue Guidance for the Year 2025Amrize 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.
お知らせ • Aug 07Amrize AG Provides Earnings Guidance for the Year 2025Amrize AG provided earnings guidance for the year 2025. For the year, the company expects revenues of $11.4 billion to $11.8 billion.
Buy Or Sell Opportunity • Jun 17Now 20% undervaluedThe 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.
お知らせ • Jun 15Amrize AG to Report Q3, 2026 Results between Oct 26, 2026 and Oct 30, 2026Amrize AG announced that they will report Q3, 2026 results between Oct 26, 2026 and Oct 30, 2026
お知らせ • Jun 14Amrize AG to Report Q2, 2026 Results between Aug 03, 2026 and Aug 07, 2026Amrize AG announced that they will report Q2, 2026 results between Aug 03, 2026 and Aug 07, 2026
Recent Insider Transactions • May 19CEO & Chairman recently bought US$1.4m worth of stockOn 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 05Upcoming dividend of US$0.11 per shareEligible 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%).
お知らせ • May 02+ 1 more updateAmrize Ag Announces First Quarterly Dividend, Payable on May 20, 2026Amrize AG declared the first quarterly dividend of $0.11 per share to be paid on May 20, 2026. The last trading day with entitlement to receive the quarterly dividend, known as the cum-dividend date, is May 11, 2026. The shares will be traded ex-dividend on May 12, 2026, which is also the record date.
Reported Earnings • Apr 30First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst 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.
お知らせ • Apr 23Amrize Approves an Annual Dividend for 2026Amrize at its Annual General Meeting held on April 21, 2026 approved an annual dividend for 2026 of up to $0.44 per share, payable in quarterly installments, at the discretion of the Board.
お知らせ • Apr 22+ 1 more updateAmrize Approves Board ElectionsAmrize at its Annual General Meeting held on April 21, 2026 approved the election of Don P. Newman and Jacques Wolf Sanche as new members of the Amrize Board of Directors. Following the Annual General Meeting, the Amrize Board of Directors now consists of: Jan Jenisch (Chairman), Nick Gangestad (Lead Independent Director), Dwight Gibson, Holli Ladhani, Michael E. McKelvy, Don P. Newman, Jürg Oleas, Robert Rivkin, Katja Roth Pellanda, Maria Cristina A. Wilbur and Jacques Wolf Sanche.
お知らせ • Apr 07Amrize AG to Report Q1, 2026 Results on Apr 29, 2026Amrize AG announced that they will report Q1, 2026 results After-Market on Apr 29, 2026
お知らせ • Apr 01+ 1 more updateAmrize Announces Chief Financial Officer ChangesThe Amrize (AMRZ) Board of Directors has appointed Baris Oran as Chief Financial Officer and a member of the company’s Executive Committee, effective April 1, 2026. Oran succeeds Ian Johnston, who will step down from the role and remain with the company as a senior advisor to support a smooth transition. Oran joins Amrize from GXO Logistics, where he served as CFO following its spin-off from XPO and built a strong finance organization to support the company’s strategic priorities. With a 25-year track record of value creation, Oran brings financial expertise across a broad range of industries from manufacturing and logistics to technology. Oran’s finance career includes executive roles with multinational market leaders and extensive experience with capital allocation, M&A, balance sheet management and capital markets. He served as CFO of the Sabanci Group, CFO of Kordsa, and in leadership roles at Ernst & Young, PwC and Sara Lee Corporation. Oran holds a master’s degree in business administration from the University of Georgia, USA.
お知らせ • Mar 13Amrize AG, Annual General Meeting, Apr 21, 2026Amrize AG, Annual General Meeting, Apr 21, 2026.
Recent Insider Transactions • Mar 10CEO & Chairman recently bought US$3.5m worth of stockOn 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.
お知らせ • Mar 03Amrize Launches EVERtect High-Performance Concrete Range At CONEXPO-CON/AGGAmrize (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.
お知らせ • Feb 19Amrize 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 18Full year 2025 earnings: EPS misses analyst expectationsFull 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.
お知らせ • Feb 18+ 2 more updatesAmrize AG Proposes Annual Dividend for the Year 2026The Board of Directors of Amrize AG proposed a $0.44 ordinary annual dividend per share, payable in quarterly installments, at the discretion of the Board.
お知らせ • Feb 12Amrize AG Announces Board of Directors and Committee Changes, Effective February 11, 2026Amrize 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 11Now 20% undervaluedOver 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.
お知らせ • Jan 28Amrize AG to Report Q4, 2025 Results on Feb 17, 2026Amrize AG announced that they will report Q4, 2025 results After-Market on Feb 17, 2026
お知らせ • Jan 07Amrize 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.
Seeking Alpha • Dec 13Amrize: A Dual-Engine Compounder In The MakingSummary Amrize AG earns a hold rating due to a fair but unattractive valuation at 12.23x forward EV/EBITDA, limiting upside potential. AMRZ demonstrates strong operational resilience, diversified revenue streams, and robust cash generation, supported by infrastructure and data center megatrends. Recent results show 6.6% YoY revenue growth and improved building envelope margins, but operational risks like plant outages highlight some vulnerability. Long-term prospects are solid, but I would wait for a more attractive entry point near a 10x EV/EBITDA multiple before increasing exposure. Read the full article on Seeking Alpha
Reported Earnings • Oct 29Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird 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.
お知らせ • Oct 29Amrize AG Raises Revenue Guidance for the Year 2025Amrize 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.
お知らせ • Oct 09Amrize AG to Report Q3, 2025 Results on Oct 28, 2025Amrize AG announced that they will report Q3, 2025 results After-Market on Oct 28, 2025
お知らせ • Sep 18Amrize Launches Next-Generation Carrier to Further Strengthen Distribution Network for GrowthAmrize 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 13CEO & Chairman recently bought US$43m worth of stockOn 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 10Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond 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.
お知らせ • Aug 07Amrize AG Provides Earnings Guidance for the Year 2025Amrize AG provided earnings guidance for the year 2025. For the year, the company expects revenues of $11.4 billion to $11.8 billion.
お知らせ • Jul 22Amrize AG to Report Q2, 2025 Results on Aug 06, 2025Amrize AG announced that they will report Q2, 2025 results After-Market on Aug 06, 2025
Board Change • Jun 26High number of new and inexperienced directorsThere 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.