CRH 2025 Q3 Earnings EPS Surges 12.1% as EBITDA Guidance Raised

CRH (CRH) reported third-quarter 2025 earnings that exceeded expectations, with revenue rising 5.3% to $11.07 billion and adjusted EBITDA guidance lifted to $7.6–$7.7 billion. The stock faced mixed post-earnings price action, declining 0.92% in a day, 2.37% weekly, and 2.09% month-to-date.

Revenue

CRH’s revenue growth was driven by robust performance across its segments. Americas Materials Solutions led the charge with $5.64 billion in revenue, while International Solutions contributed $3.63 billion. Americas Building Solutions added $1.80 billion, rounding out the total to $11.07 billion. The results reflect strong demand in aggregates, cementitious products, and infrastructure services.

Earnings/Net Income

Earnings per share (EPS) surged 12.1% to $2.23, outpacing the $1.99 reported in 2024 Q3. Net income also rose 9.4% to $1.52 billion, up from $1.39 billion a year ago. The EPS performance underscores CRH’s profitability gains and strategic execution.

Post-Earnings Price Action Review

Despite strong financial results, CRH’s stock price faced downward pressure in the immediate aftermath of the earnings report. The 0.92% daily decline and 2.37% weekly drop suggest investor caution, possibly linked to broader market sentiment or valuation concerns. However, the stock’s 25% year-to-date gain indicates underlying confidence in its long-term growth trajectory. Analysts note that the mixed price action reflects a balance between positive fundamentals and macroeconomic uncertainties.

CEO Commentary

CEO Jim Mintern highlighted CRH’s “record Q3 performance,” crediting its strategy, scale, and portfolio diversification. He raised 2025 adjusted EBITDA guidance to $7.6–$7.7 billion and outlined optimism for 2026, citing infrastructure spending tailwinds and $3.5 billion in year-to-date acquisitions.

Guidance

CRH reaffirmed 2025 net income guidance of $3.8–$3.9 billion and raised adjusted EBITDA expectations to $7.6–$7.7 billion. For 2026, the company anticipates sustained margin expansion, driven by infrastructure demand, reindustrialization, and M&A synergies.

Additional News

1. Dividend Stability: CRH maintained its quarterly dividend at $0.37 per share, consistent with Q2 and up 5.7% annually.

2. M&A Activity: The company completed 27 acquisitions year-to-date, including Eco Material Technologies, with $200 million in projected 2026 EBITDA contributions.

3. Analyst Upgrades: BofA raised its price target to $132, while JPMorgan and UBS initiated “Overweight” ratings, citing CRH’s infrastructure exposure and capital returns.

Key Financial Highlights

• Revenue: $11.07 billion (+5.3% Y/Y)

• EPS: $2.23 (+12.1% Y/Y)

• Net Income: $1.52 billion (+9.4% Y/Y)

• Adjusted EBITDA Guidance: $7.6–$7.7 billion (2025)