Amrize Ltd — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 28/100
What the filing says
Amrize reported Q3 2026 revenues of $3,771M (+2.2% YoY), driven by pricing (+$78M), acquisitions (+$77M), and surcharges (+$23M), offset by volume declines due to weather. Net income grew 3.3% to $558M; Adjusted EBITDA rose 0.2% to $1,076M. Building Materials saw 30bp margin expansion on cement/aggregates pricing growth (+1.8% and +6.9% respectively), but Building Envelope EBITDA fell 14.6% due to freight and raw material cost inflation. Company completed $1B share repurchase and declared $0.11/share Q3 dividend. FY 2026 guidance updated: revenues $12.2–12.4B, Adjusted EBITDA $2.95–3.05B, reflecting cost inflation and elevated interest rates.
Why this rating
Modest organic growth (≈0.3% ex-M&A), pricing offsetting costs. Results routine for large-cap; margin expansion offset by segment weakness; guidance maintenance routine. Scale and leverage solid (1.8x); no transformational change.
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