Amrize's revenue re-accelerated 8.5% year-over-year to $3.5B in Q2 2026, and gross margins of roughly 28-30% in non-winter quarters point to real pricing power and operating leverage in its construction materials franchise.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue and gross margins appear to have recovered into the 28-30% range in peak-season quarters, with Q2 2026 operating margin of 20.3% suggesting operating leverage, though Q1 losses (operating margin -3.7%) highlight pronounced seasonality.
Amrize has over 1,000 sites and a highly efficient distribution network, enabling strong customer delivery capabilities.
Amrize's Q1 2026 earnings release indicates solid financial performance, supported by detailed reports and transcripts.
MarketBeat offers access to Amrize's complete SEC filing history, providing transparency and investor confidence.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 28, 2026 | $1.02-1.0% vs $1.03 | $3.8B-1.5% vs $3.8B |
Q3 2026 Aug 6, 2026 | $0.88-7.8% vs $0.95 | $3.5B+3.8% vs $3.4B |
Q2 2026 Apr 29, 2026 | -$0.16-18.7% vs -$0.13 | $2.2B+2.4% vs $2.1B |
Q1 2026 Feb 17, 2026 | $0.62-4.0% vs $0.65 | $2.8B-2.8% vs $2.9B |
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TORONTO--(BUSINESS WIRE)--Amrize is launching its ‘Made in Canada' label across its domestic cement manufacturing network, offering builders the assurance of Canadian-made manufacturing and quality, supporting local jobs and communities. As Canada's largest cement manufacturer with a highly efficient distribution and logistics network, Amrize is rolling out the ‘Made in Canada' label across its plants from Richmond, British Columbia and Exshaw, Alberta to Bath, Ontario and Brookfield, Nova Scot.
Amrize NYSE: AMRZ reported third-quarter revenue growth of 2.2% as pricing gains and acquisitions offset weather-related volume pressure across construction markets. Net income rose 3.3% to $558 million, while diluted earnings per share increased 4.1% to $1.02, Chairman and Chief Executive Officer Jan Jenisch said on the company's third-quarter earnings call.
Third-quarter net income increased 3.3% year over year to $558 million. Aggregates pricing increased 6.9% while cement pricing rose 1.8%.
Benchmark AMRZ against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Amrize Ltd (AMRZ)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $41.87 | $23.18B | 18.74 | 0.95% | 9.93% | 9.38% | — | |
| $282.72 | $36.68B | 33.19 | 6.94% | 13.77% | 13% | 0.7% | |
| $518.15 | $31.11B | 14.64 | 0.12% | 31.95% | 18.24% | 0.63% | |
| $186.04 | $5.71B | 15.19 | 2.13% | 16.11% | 25.16% | 0.55% | |
| $94.81 | $63.35B | 18.57 | -21.11% | 7.35% | 13.35% | 1.23% | |
| $174.43 | $5.6B | 32.70 | 8.75% | 15.41% | 13.21% | 0.5% |
Amrize Ltd (AMRZ) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Amrize Ltd (AMRZ) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 28, 2026·SEC
Aug 6, 2026·SEC
Apr 29, 2026·SEC
Feb 18, 2026·SEC
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Amrize Ltd (AMRZ) stock FAQ — growth, dividends, profitability & financials explained
Amrize Ltd (AMRZ) reported $12.28B in revenue over the trailing twelve months. Revenue was $11.81B in fiscal year 2025. That is 10% more than the $10.73B of fiscal year 2022.
Amrize Ltd (AMRZ) grew revenue by 3.9% over the trailing twelve months, compared with the twelve months before.
Yes. Amrize Ltd (AMRZ) earned $1.22B in net income over the trailing twelve months (a 9.9% net margin).
Amrize Ltd (AMRZ) had a return on equity (ROE) of 9.4% over the trailing twelve months. That is below the market's typical 10-15%.
Amrize Ltd (AMRZ) generated $1.08B in free cash flow over the trailing twelve months.
