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CRCRH

CRH plc

$CRH·$67B·Construction Materials·Basic Materials
$97.15-0.6%YTD-21.2%1Y-13.1%
Mentions · last 7 days
2026-08-07: 2 posts2026-08-08: 0 posts2026-08-09: 0 posts2026-08-10: 6 posts2026-08-11: 4 posts2026-08-12: 5 posts2026-08-13: 9 posts26+42%
Price updated 23h ago·X counts updated 2d ago
CRCRH
$CRHCRH plc
$97.15-0.56%26 posts+42%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $CRH, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-15

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

CRH plc is the diversified building-materials major -13% t12m — Q2 EPS +9% beat, $8.5B Arcosa deal, Utah Pisgah acquisition, at 8% of 52w range.

CRH plc is a diversified building-materials operator (Americas Materials + Americas Building + International Solutions segments, aggregates/cement/asphalt/paving) — the equity is a real-business name coiling on the specific Arcosa mega-deal and Utah acquisition despite the deep drawdown.

  • Q2 was a beat: EPS $2.21 vs $2.02 (+9%), revenue $10.78B vs $10.68B — the specific fact pattern of construction-materials execution.
  • Mixed pattern: Q2 +9%, Q1 -23%, Q4 flat, Q3 +1% — inconsistent execution on construction-cycle timing.
  • Position at 8% of 52w with stock -6% below 50d MA and -14% below 200d MA — broken-tape drawdown, YTD -21%, t12m -13%.
  • Fundamentals: 36% GM, 13% OM, 24% ROE, 4% FCF yield at $67B mc, EV/EBITDA 8.4 — specialty-materials franchise.
  • Analyst EPS $5.92 FY26 → $6.71 FY27 → $8.82 FY29 — durable double-digit growth.
  • $8.5B Arcosa deal (Zacks 8/7 financing-risk framing) + Utah Pisgah Stone acquisition (8/4) — commercial-execution events.
  • 247wallst 'AI Industrialization Winner' inclusion (8/13) — 'old school AI infra' framing.

November 4 is the next print with $2.22 EPS estimate — a beat with continued Arcosa-integration and infrastructure-order commentary extends the coiled run; any specific integration-issue or infrastructure-cycle slowdown is the invalidator. The real risk on 8% of 52w post massive Arcosa financing is that leverage-ratio pressure compounds with any construction-cycle weakness.

What to watch: November 4 Q3 print — Arcosa integration and infrastructure-order commentary. A beat with continued execution extends the coil; integration issue or infra cycle slowdown is the invalidator.

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

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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 — housing starts and home renovation spending are the structural volume drivers, both currently constrained by rate-suppressed housing turnover.

What this means for $CRH

Neutral — Global building materials conglomerate supplying aggregates, asphalt, concrete, and construction solutions primarily to infrastructure and commercial projects; limited read-through from construction materials macro dynamics to this specific revenue mix.

Industry benchmark

7-name peer basket
+23.8%YTD
+33.1%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 $2.22

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 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$39.7B$39.0B – $40.2B$5.92$5.81 – $6.079
FY27$42.1B$41.7B – $42.4B$6.71$6.63 – $6.8514
FY28$44.6B$42.0B – $47.9B$7.56$6.92 – $8.4414
FY29$47.9B$46.5B – $49.4B$8.82$8.48 – $9.199
FY30$50.8B$49.3B – $52.4B$10.36$9.96 – $10.7813

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.1.0×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.8%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.-6.4%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.-14.0%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 today0.6% 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.β1.195-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
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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
+ 18 other (3 proxys · 2 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

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

Forget Chips: This Analyst Says 4 “Old School” Themes Could Be the Real AI Industrialization Winners247wallst.com·2d agoCan CRH Gain From Its $8.5 Billion Arcosa Deal Despite Financing Risk?zacks.com·8d agoShould Investors Buy CRH as Infrastructure Growth Meets Housing Risks?zacks.com·8d agoCan CRH's Utah Acquisition Strengthen Long-Term Aggregates Growth?zacks.com·10d agoCRH Acquires Pisgah Stone Products in Utahbusinesswire.com·11d ago

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Voices on X · last 7 days

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

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