CRH's Long-Term Growth Potential Amid Infrastructure Tailwinds

The U.S. infrastructure sector is undergoing a transformative phase, driven by historic federal investments such as the (IIJA) and the Inflation Reduction Act. At the forefront of this boom is CRH, a global leader in building materials and construction solutions. Through a combination of strategic acquisitions, geographic expansion, and a focus on sustainable innovation, CRH is positioning itself to capitalize on long-term infrastructure tailwinds while creating significant shareholder value.

Strategic Acquisitions: Fueling Expansion and Diversification

CRH's aggressive M&A strategy has been a cornerstone of its growth narrative. Between 2023 and 2025, the company executed 40 acquisitions, , and over the next five years. Notable deals include the acquisition of North American Aggregates (NAA) in late 2025, which bolstered CRH's presence in the New York and New Jersey markets by adding a waterfront plant and critical reserves. Simultaneously, in July 2025 underscored CRH's commitment to sustainable construction, providing access to low-carbon (SCMs) that .

These moves not only diversify CRH's product portfolio but also align with global decarbonization trends, enhancing its appeal to environmentally conscious investors and clients.

Market Positioning: Dominance in U.S. Infrastructure

CRH's strategic focus on the U.S. infrastructure sector is paying dividends. According to analysis, as the largest producer of aggregates and asphalt in the United States, . This dominance is further reinforced by its . . For instance, the company's involvement in projects like the in Detroit and Tallahassee's RAISE-funded transit center highlights its ability to align with federal priorities while addressing regional infrastructure gaps.

Financial Resilience and Growth Momentum

CRH's financial performance underscores its resilience and growth potential. In Q2 2025, the company . These results reflect strong pricing power and operational efficiency, even amid macroeconomic uncertainties. , signaling confidence in sustained demand. Furthermore, CRH's relocation to the New York Stock Exchange and inclusion in the S&P 500 in December 2025 have enhanced its visibility to passive investors, providing a tailwind for liquidity and valuation.

Leveraging IIJA and Long-Term Tailwinds

The IIJA's $1.2 trillion investment over five years is a catalyst for CRH's long-term growth. , the company is well-positioned to secure contracts and partnerships as states and municipalities execute projects. CRH's emphasis on innovation-such as its investments in zero-emission infrastructure and electric mobility solutions-aligns with IIJA's environmental goals, ensuring its relevance in an evolving regulatory landscape. Additionally, , focused on infrastructure-related acquisitions and green technologies, reinforces its commitment to capitalizing on these tailwinds.

Conclusion: A Compelling Long-Term Investment

CRH's strategic acquisitions, market leadership, and alignment with federal infrastructure priorities position it as a high-conviction investment. By leveraging its scale, sustainability initiatives, and financial strength, the company is not only navigating current challenges but also building a foundation for decades of growth. As the U.S. infrastructure boom gains momentum, CRH's proactive approach to innovation and expansion ensures it remains a key player in shaping the future of construction and materials.