Amrize (NYSE:AMRZ) Releases Earnings Results, Meets Estimates

Amrize (NYSE:AMRZ) released its quarterly earnings data on Wednesday. The company reported $1.05 EPS for the quarter, hitting the consensus estimate of $1.05, FiscalAI reports. The company had revenue of $3.77 billion for the quarter. Amrize had a return on equity of 10.22% and a net margin of 9.89%. The company’s revenue for the quarter was up 2.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.98 earnings per share.

Amrize Trading Up 3.0%

Shares of NYSE AMRZ traded up $1.20 on Thursday, reaching $41.23. 1,836,297 shares of the company traded hands, compared to its average volume of 3,396,016. The stock has a market capitalization of $22.80 billion, a PE ratio of 19.09, a P/E/G ratio of 1.40 and a beta of 0.20. The company has a 50 day moving average of $39.86 and a 200 day moving average of $50.76. Amrize has a fifty-two week low of $35.78 and a fifty-two week high of $65.94. The company has a current ratio of 1.10, a quick ratio of 0.73 and a debt-to-equity ratio of 0.33.

Amrize Announces Dividend

The firm also recently declared a dividend, which was paid on Wednesday, August 26th. Shareholders of record on Tuesday, August 18th were issued a $0.11 dividend. The ex-dividend date was Tuesday, August 18th. Amrize’s payout ratio is 5.07%.

Key Headlines Impacting Amrize

Here are the key news stories impacting Amrize this week:

• Positive Sentiment: Amrize completed its $1 billion share-repurchase program and plans to cancel the repurchased shares. The reduced share count could support earnings per share and provide a shareholder-friendly catalyst. Amrize Concludes $1 Billion Share Buyback Program
• Positive Sentiment: Third-quarter earnings were resilient: revenue rose roughly 2.2% to $3.77 billion, while net income increased 3.3% to $558 million. Reported earnings of $1.02 per share surpassed the Zacks consensus estimate of $0.98, although they were below $1.06 a year earlier. Amrize Q3 Earnings Surpass Estimates
• Neutral Sentiment: Amrize said inflation remains a headwind and updated its 2026 expectations. Management’s outlook suggests continued growth, but investors may remain cautious about demand and costs in the building-materials market. Amrize Posts Resilient Q3 Results and Updates 2026 Guidance
• Negative Sentiment: Amrize now expects 2026 revenue of $12.2 billion to $12.4 billion, below the FactSet estimate of $12.51 billion. The lower-than-expected outlook, combined with reports that revenue missed quarterly expectations and adjusted earnings were broadly flat, likely explains why AMRZ shares have decreased despite the earnings beat. Amrize Lowers 2026 Revenue Outlook

Insiders Place Their Bets

In other news, insider Stephen Clark bought 5,260 shares of Amrize stock in a transaction that occurred on Tuesday, August 11th. The shares were purchased at an average price of $47.31 per share, for a total transaction of $248,850.60. Following the completion of the acquisition, the insider owned 10,637 shares of the company’s stock, valued at $503,236.47. The trade was a 97.82% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Mario Gross purchased 3,568 shares of the company’s stock in a transaction on Tuesday, August 11th. The shares were purchased at an average price of $46.60 per share, with a total value of $166,268.80. Following the completion of the purchase, the insider directly owned 38,485 shares of the company’s stock, valued at $1,793,401. The trade was a 10.22% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last ninety days, insiders bought 48,983 shares of company stock worth $2,158,755. Corporate insiders own 0.54% of the company’s stock.

Institutional Trading of Amrize

Several large investors have recently added to or reduced their stakes in AMRZ. Allspring Global Investments Holdings LLC grew its stake in shares of Amrize by 3.7% during the first quarter. Allspring Global Investments Holdings LLC now owns 4,772,941 shares of the company’s stock valued at $263,371,000 after acquiring an additional 171,622 shares in the last quarter. Renaissance Technologies LLC lifted its stake in shares of Amrize by 10.4% in the first quarter. Renaissance Technologies LLC now owns 1,956,600 shares of the company’s stock worth $109,609,000 after acquiring an additional 183,900 shares in the last quarter. Amundi boosted its holdings in Amrize by 30.9% in the first quarter. Amundi now owns 1,654,739 shares of the company’s stock valued at $92,698,000 after purchasing an additional 390,750 shares during the last quarter. Swiss National Bank boosted its holdings in Amrize by 7.1% in the first quarter. Swiss National Bank now owns 1,460,874 shares of the company’s stock valued at $81,838,000 after purchasing an additional 96,800 shares during the last quarter. Finally, National Pension Service boosted its holdings in Amrize by 7.5% in the second quarter. National Pension Service now owns 1,493,022 shares of the company’s stock valued at $79,578,000 after purchasing an additional 103,962 shares during the last quarter.

Wall Street Analyst Weigh In

Several research firms have issued reports on AMRZ. Stephens cut their price target on shares of Amrize from $65.00 to $54.00 and set an “overweight” rating on the stock in a report on Wednesday, August 12th. Sanford C. Bernstein reissued an “outperform” rating and set a $60.00 target price on shares of Amrize in a research note on Monday, September 21st. Bank of America downgraded shares of Amrize from a “neutral” rating to an “underperform” rating and cut their price objective for the company from $50.00 to $40.00 in a report on Wednesday, September 2nd. Barclays decreased their target price on shares of Amrize from $55.00 to $40.00 and set an “equal weight” rating on the stock in a report on Monday, October 19th. Finally, UBS Group reduced their price target on shares of Amrize from $57.00 to $42.00 and set a “neutral” rating on the stock in a research report on Tuesday, September 22nd. Eight research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and four have given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $49.12.

Amrize Company Profile

Amrize is a North American building-solutions company that supplies materials and products used in residential, commercial and infrastructure construction. Its portfolio includes cement, aggregates, ready-mix concrete, asphalt, roofing systems and other building products.

The company serves customers across the United States and Canada through a network of production facilities, distribution locations and related operations. Its products support applications ranging from roads, bridges and other public infrastructure to commercial buildings and residential construction.

Amrize was formed through the separation of Holcim’s North American business and began trading independently on the New York Stock Exchange under the symbol AMRZ in 2025.