Amrize AG

NYSE:AMRZ Stock Report

Market Cap: US$29.6b

Amrize Management

Management criteria checks 1/4

Amrize's CEO is Jan Jenisch, appointed in Jun 2025, has a tenure of less than a year. total yearly compensation is $13.47M, comprised of 11.5% salary and 88.5% bonuses, including company stock and options. directly owns 0.4% of the company’s shares, worth $118.01M. The average tenure of the management team and the board of directors is 0.9 years and 0.9 years respectively.

Key information

Jan Jenisch

Chief executive officer

US$13.5m

Total compensation

CEO salary percentage11.47%
CEO tenureless than a year
CEO ownership0.4%
Management average tenureless than a year
Board average tenureless than a year

Recent management updates

Recent updates

Seeking Alpha Dec 13

Amrize: A Dual-Engine Compounder In The Making

Summary 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

CEO Compensation Analysis

How has Jan Jenisch's remuneration changed compared to Amrize's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

US$1b

Dec 31 2025US$13mUS$2m

US$1b

Sep 30 2025n/an/a

US$1b

Jun 30 2025n/an/a

US$1b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$4mUS$2m

US$1b

Compensation vs Market: Jan's total compensation ($USD13.47M) is about average for companies of similar size in the US market ($USD14.67M).

Compensation vs Earnings: Jan's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.


CEO

Jan Jenisch (59 yo)

less than a year
Tenure
US$13,466,330
Compensation

Mr. Jan Philipp Jenisch, Iic. Rer. Pol, is CEO & Chairman of Amrize AG from June 23, 2025. Mr. Jenisch was Chairman of Holcim AG (also known as Holcim Ltd) since May 04, 2023 until May 15, 2025. He had bee...


Leadership Team

NamePositionTenureCompensationOwnership
Jan Jenisch
CEO & Chairmanless than a yearUS$13.47m0.40%
$ 118.0m
Denise Rene Singleton
Chief Legal Officer & Corporate Secretaryno dataUS$3.37m0.00072%
$ 212.8k
Jaime Hill
President of Building Materialsless than a yearUS$3.23m0.0051%
$ 1.5m
James Gosa
President of Building Envelopeno dataUS$5.02m0.0075%
$ 2.2m
Baris Oran
Chief Financial Officerless than a yearno datano data
Richard Hoffman
Chief Accounting Officer & Corporate Controllerno datano datano data
Roald Brouwer
Chief Technology Officerless than a yearno data0.0033%
$ 975.3k
Jim Gross
Chief Information Officerno datano datano data
Aroon Amarnani
Vice President of Investor Relationsless than a yearno datano data
Emily Sturges
Chief Compliance Officerno datano datano data
Mike Friedman
Chief Communications Officerno datano datano data
Nollaig Forrest
Chief Marketing & Corporate Affairs Officerless than a yearUS$1.96m0.0033%
$ 969.4k
0.9yrs
Average Tenure
53.5yo
Average Age

Experienced Management: AMRZ's management team is not considered experienced ( 0.9 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Jan Jenisch
CEO & Chairmanless than a yearUS$13.47m0.40%
$ 118.0m
Holli Ladhani
Independent Directorless than a yearUS$208.48k0.00040%
$ 118.2k
Jurg Oleas
Independent Directorless than a yearUS$219.00k0.0038%
$ 1.1m
Robert Rivkin
Independent Directorless than a yearUS$208.48k0.00040%
$ 118.2k
Donald Newman
Directorless than a yearno datano data
Jacques Wolf Sanche
Directorless than a yearno data0.00048%
$ 141.9k
Michael McKelvy
Independent Directorless than a yearUS$208.48k0.00040%
$ 118.2k
Nicholas Gangestad
Lead Independent Directorless than a yearUS$226.89k0.00076%
$ 224.6k
Dwight Audley Gibson
Independent Directorless than a yearUS$208.48k0.00040%
$ 118.2k
Katja Pellanda
Independent Directorless than a yearUS$208.48k0.00050%
$ 147.8k
Maria Cristina Wilbur
Independent Directorless than a yearUS$219.00k0.00053%
$ 156.6k
0.9yrs
Average Tenure
60yo
Average Age

Experienced Board: AMRZ's board of directors are not considered experienced ( 0.9 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 13:20
End of Day Share Price 2026/05/07 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Amrize AG is covered by 29 analysts. 21 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Tom ZhangBarclays
Harry GoadBerenberg
Pujarini GhoshBernstein