CRH
CRH PLC
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
USD 95.99
Buy <=wait / entry
USD 90.67
Trim >=take some off
USD 108.00
Thesis breakThe thesis would be invalidated by a confirmed break or abandonment of the Arcos...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 40% | 100 / 100 | 40.0 |
| Base case | 50% | 62 / 100 | 31.0 |
| Bear case | 10% | 10 / 100 | 1.0 |
| Weighted conviction | 72 / 100 - BUY | ||
Top risks
- M&A activity: CRH to Acquire Arcosa announced June 2026
- Earnings/guidance changes: Q2 2026 revenue $10.78B with reaffirmed 2026 net income $3.9-4.1B, Adj. EBITDA $8.1-8.5B and EPS $5.60-6.05 guidance
- Analyst consensus: 17 ratings with 15 Buy, 1 Strong Buy and average target $139.44