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CRCRH

CRH plc

$CRH·$57B·Construction Materials·Basic Materials
$83.75-1.5%YTD-33.3%1Y-26.9%
Price updated 13h ago·X counts updated 1d ago
CRCRH
$CRHCRH plc
$83.75-1.52%68 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CRH on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

68X posts · last 7 days
Sep 11Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $CRH's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CRH — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptSelling offAI verdict · as of 2026-09-28

Falling on heavy selling — points lower unless it turns around.

CRH is at 3.2% of the 52-week range despite data-center and reshoring tailwinds — a global building-materials leader punished on operating margin turning slightly negative.

CRH plc is one of the world's largest diversified building-materials companies (aggregates, cement, asphalt, building products) — a genuine wide-moat business now sitting near 52-week lows despite structural tailwinds. The stock is down 32% YTD.

  • The revenue is holding: Q1 revenue grew 9% YoY to $7.37B, though the operating margin turned slightly negative (-0.5%) on the print — that's the specific reason for the sharp tape damage.
  • The structural tailwinds are real: data-center construction demand, US reshoring capex, and Arcosa synergies all support the CRH bull case per recent sell-side notes — this is a turnaround setup that hasn't yet landed.
  • The Q4 2025 print was massive ($28.7B revenue on year-over-year comparison distortion) — normalizing back to quarterly rhythm, the underlying business remains intact.

Q3 earnings on Nov 4 is the reset — a beat plus firm US-construction demand attribution restarts the turnaround; another negative-margin quarter and the tape stays near the lows despite the tailwinds.

What to watch: Q3 earnings on Nov 4 — a beat plus firm US-construction demand attribution restarts the turnaround; another negative-margin quarter and the tape stays near the lows despite the tailwinds.

On the calendar: 2026-11-04 — Q3 earnings

no sentimentdata center tailwindmargin slipped negative

Read the AI verdict on $CRH

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Global building materials conglomerate supplying aggregates, asphalt, concrete, and construction solutions primarily to infrastructure and commercial projects.

Industry overviewAI analysisGenerated by AI from underlying data

Where Construction Materials sits in its cycle right now — and what that implies for $CRH.

Construction Materials · Basic Materials

No material change from last week — AI data-center construction and IIJA infrastructure spending support aggregates/cement demand.

What this means for $CRH

Partial — Global building materials conglomerate supplying aggregates, asphalt, concrete, and construction solutions primarily to infrastructure and commercial projects.

Industry benchmark

10-name peer basket
+6.9%YTD
+15.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
19.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
11.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
13.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
23.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
35.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$2.21$2.02+9.4%
Q1 2026Apr 30, 2026$-0.27$-0.22-23.5%
Q4 2025Feb 18, 2026$1.52$1.520.0%
Q3 2025Nov 5, 2025$2.23$2.20+1.4%
Next earningsWed, Nov 4·consensus EPS $2.27

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$7.4B+9.1%27.7%-0.5%$-0.27$-1.2B
Q4 FY25$28.7B+235.5%35.1%12.8%$2.23$2.1B
Q3 FY25$11.1B+17.6%38.9%18.8%$2.23$1.4B
Q2 FY25$8.7B-3.2%39.4%18.8%$1.66$601.9M

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$39.7B$39.2B – $40.0B$5.87$5.71 – $6.0815
FY27$42.0B$41.3B – $42.5B$6.54$6.40 – $6.7915
FY28$44.6B$40.8B – $48.4B$7.41$6.64 – $8.4715
FY29$48.3B$46.4B – $50.1B$8.63$8.18 – $9.0610
FY30$51.1B$49.0B – $53.0B$10.14$9.62 – $10.657

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.3%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-11.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-23.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 666.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.205-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 15Padraig OriordainSee Remarks1.5K sh$156K
+ 35 other (13 exempts · 13 inkinds · 9 awards) in window

See when $CRH insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 13
AI summary

A newly appointed CRH plc non-management Director filed an initial Form 3 reporting a pro-rata RSU grant of 1,404 Restricted Stock Units representing partial-year Board RSU compensation effective July 1, 2026, vesting through the next Annual General Meeting. Routine director initial ownership filing — standard board RSU compensation reflecting the CRH non-executive director equity program.

8-KMaterial agreementJun 228-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

CRH Americas, Inc. (indirect wholly-owned subsidiary of CRH plc) signed an Agreement and Plan of Merger with Arcosa, Inc. on June 21, 2026, under which CRH's merger subsidiary will merge with and into Arcosa, making Arcosa a wholly-owned CRH subsidiary. This is a transformative acquisition — CRH (global building materials giant) acquiring Arcosa (infrastructure and construction products manufacturer) significantly expands CRH's U.S. infrastructure materials footprint.

8-KOfficer or director changeJun 168-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

CRH plc expanded its Board from 12 to 13 members and appointed W. Anthony (Tony) Will as a new non-management Director effective July 1, 2026, with compensation per the standard non-management director program. Board expansion with a notable new director — Tony Will (formerly CEO of CF Industries) brings relevant large-cap industrial and chemicals expertise to CRH's board as the company executes its U.S. infrastructure M&A strategy.

8-KShareholder voteMay 218-K — Item 5.07: Shareholder vote
AI summary

CRH plc held separate scheme meetings on May 21, 2026, at which holders of the 7% 'A' cumulative preference shares and holders of the 5% cumulative preference shares each approved the cancellation of their respective share classes. Capital structure simplification — eliminating these two legacy preference share classes reduces complexity and removes the obligation to manage minority preferred shareholders.

8-KOfficer or director changeMay 158-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

CRH plc appointed Aylwyn Bryan as Chief Financial Officer effective May 12, 2026, replacing Nancy Buese who departed by mutual agreement on the same date. The company issued a press release announcing the change. A material CFO transition — replacing the CFO during an active M&A period (the Arcosa acquisition was announced in June 2026) is significant; Buese's 'mutual agreement' departure may reflect strategic alignment differences.

3New insider — initial holdingsMay 143
AI summary

A CRH plc non-management director filed an initial Form 3 reporting 16,286 directly-owned ordinary shares and 6,678 RSUs (3,459 granted May 2025 and 3,219 granted February 2026, each vesting 1/3 annually over three years per the CRH Equity Incentive Plan, with dividend equivalents). Routine director ownership disclosure — reflects standard board RSU compensation for CRH non-management directors.

8-KShareholder voteMay 78-K — Item 5.07: Shareholder vote
8-KMaterial eventMay 18-K — Item 1.04
+ 9 other (2 10-Qs · 2 earnings 8-Ks · 1 routine 8-K · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

CRH (CRH) Sees a More Significant Dip Than Broader Market: Some Facts to Knowzacks.com·5d agoQRG Capital Management Inc. Buys 14,091 Shares of Crh Plc $CRHdefenseworld.net·5d agoCRH (CRH) Suffers a Larger Drop Than the General Market: Key Insightszacks.com·13d agoHere's Why CRH (CRH) Fell More Than Broader Marketzacks.com·19d agoCRH: Integrated Model, Data Center, And Reshoring Tailwinds, And Arcosa Synergies Support Further Upsideseekingalpha.com·19d ago

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Voices on X · last 7 days

No standout posts about $CRH on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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