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CRH

CRH PLC

BUY Analysis generated 2026-10-04 Market data as of 2026-11-12 Market data 3 days old USD 93.53 Basic Materials - Construction MaterialsAWAIT ENTRY
ACTIONABLEMethodology gates passed
77

Position levels

Currenttoday
USD 93.53
Buy <=wait / entry
USD 80.67
Trim >=take some off
USD 98.00
Thesis breakCRH withdrawing its FY 2026 EPS guidance of $5.60 - $6.05, executing a sizeable ...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case47%100 / 10047.0
Base case48%62 / 10029.8
Bear case5%10 / 1000.5
Weighted conviction77 / 100 - BUY

Top risks

  • M&A activity with $4.1bn invested in 38 acquisitions and agreement to acquire Arcosa for $8.5B
  • Strong FY 2025 results with net income +8% and Adjusted EBITDA +11%, plus 2026 guidance of net income $3.9-4.1bn
  • S&P 500 Index inclusion and $1.7bn growth capex plus new $0.3bn quarterly share buyback and dividend increase to $0.39
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

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