NYSEMaterialsConstruction MaterialsSnapshot 2026-08-31
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Create your account →Broken: Primary pillar broken — EPS near $5.96 in FY26: EPS guidance mid $5.83 vs target $5.96; low $5.60 hits trip condition.
CRH grows revenue about 7% a year with acquisitions. Profit per share is near $6 in 2026. The company keeps strong cash flow and invests $0.9 billion in acquisitions in Q1. Its buyback and dividend plans support shareholder returns.
CRH faces soft guidance and volatile management. Net debt rose to $15.8 billion in Q1. Revenue growth could slow below 6%. Acquisitions may not add enough value to offset risks.
The price is about 12% above our fair value near $95. Analysts expect about 7% revenue growth. Our view aligns with this but we see risks from soft guidance and rising debt.
Breaks if: Acquisition investment falls below $0.9 billion in Q1
Breaks if: EPS falls below $5.6 in FY26
Breaks if: Net debt rises above $16 billion
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a focus on growth through acquisitions. The current thesis state is stable, supported by management's commitment to maintaining financial guidance and strong cash generation.
The market currently prices CRH as cheap compared to its peers, reflecting a low expectations gap. This suggests that investors are not fully accounting for potential positive developments in management execution or sector performance.
Fundamentals are expected to remain stable, with management on track to meet its financial guidance for 2026. However, there is a moderate risk due to recent misses in the industry, which could impact sentiment.
The thesis hinges on management's ability to raise guidance in the next quarter and the performance of sector bellwethers. Additionally, a reacceleration of inflation could provide a favorable backdrop for CRH's performance.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The latest earnings beat supports a reaffirmation of financial guidance for 2026. This positive performance indicates that the reasons to own the company remain intact.
as of 2026-08-31
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
CRH aims to maintain strong cash generation to support its strategic initiatives and shareholder returns.
Breaks if: YoY revenue growth falls below 6.7% next year
Overall, CRH's position appears solid for the next 1 to 3 years, with key management strategies in place. Not investment advice.
