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CRH

CRH PLC

BUY 2026-08-01 Updated today USD 95.01 Basic Materials - Construction MaterialsAWAIT ENTRY
65

Position levels

Currenttoday
USD 95.01
Buy <=wait / entry
USD 88.67
Trim >=take some off
USD 110.00
Thesis breakA confirmed FY 2026 EPS miss below the bottom of the $5.60 to $6.05 guided range...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case48%62 / 10029.8
Bear case19%10 / 1001.9
Weighted conviction65 / 100 - BUY

Top risks

  • M&A activity: $8.5 billion agreement to acquire Arcosa announced June 22, 2026
  • Q2 2026 earnings beat: actual EPS $2.21 vs est $2.03 (+8.87%)
  • Next earnings Nov 4, 2026 with analyst EPS projection $2.40
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.