Amrize Ltd — Form 8-K

Amrize reported Q2 2026 revenues of $3,494M (+8.6% YoY; organic growth 6.7%), with net income of $476M (+14.4%) and adjusted EBITDA of $986M (+5.8%). The company raised FY2026 revenue guidance to $12.5–12.7B but revised adjusted EBITDA guidance to $3.1–3.2B (vs. prior higher expectations) due to oil-price-driven cost inflation (freight, diesel, raw materials). Separately, the company identified immaterial prior-period accounting misstatements in Building Envelope deferred warranty revenue ($78M as of Dec 2025), which require restating prior periods. The company returned $502M to shareholders (buybacks + dividends) and launched a $1B repurchase program. Acquisitions: PB Materials ($185M 2025 revenues) and Rapid Redi-Mix (July 2026).