Amrize (AMRZ)
Supplies construction materials and building-envelope systems from foundations to rooftops.
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Sells cement, aggregates, ready-mix concrete and asphalt through Building Materials, alongside roofing, insulation, waterproofing and wall systems through Building Envelope. A local production-and-distribution network serves infrastructure, commercial and residential construction across the United States and Canada.
Supplies cement and aggregates, then converts them downstream into ready-mix concrete, asphalt and related materials through Building Materials. Building Envelope adds commercial and residential roofing, insulation, shingles, sheathing, waterproofing, coatings, adhesives, tapes and sealants.
Serves infrastructure, commercial and residential work across the United States and Canada, spanning new construction, repair and refurbishment. Local production and distribution, customer proximity, branded products and acquisition integration shape execution across the portfolio.
Depends on North American construction volumes and pricing, quarry and reserve access, energy and freight costs, reliable plants and distribution, environmental and safety permits, labor availability, weather and seasonality. The standalone operating model also relies on systems and obligations separated from Holcim.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 22, 2026 | UBS | Target | Target: $52 | Target: $42 |
| Sep 21, 2026 | Bernstein | Reiterate | Rating: —Target: $70 | Target: $60 |
| Sep 18, 2026 | Oppenheimer | Reiterate | Rating: —Target: $68 | Target: $55 |
| Sep 9, 2026 | Citigroup | Downgrade | ||
| Sep 9, 2026 | Wells Fargo | Downgrade | Target: $58 | Target: $44 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $729.0M · Total debt $6.63B · Total assets $24.60B · Shareholders' equity $12.86B
- Revenue
- $3.49B
- Operating income
- $710.0M
- Net income
- $478.0M
HistoryDividendAnnual yield
| Institutions | ≈ 46.60% | 254.88M shares | |
|---|---|---|---|
| 484 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 7.39% | 40.40M shares | |
| 24 holders · as of Sep 9, 2026 | |||
| Strategic holders | 6.98% | 38.20M shares | |
| 1 holder · as of Aug 11, 2025 | |||
| Other | ≈ 39.03% | 213.45M shares | |
| remainder | |||
546.93M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCStrategic | 6.98% | 38.20M | filed Aug 11, 2025 |
Thomas SchmidheinyInsider | 6.91% | 37.82M | filed Jun 27, 2025 |
Vanguard Capital Management LLCInstitution | 3.90% | 21.33M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 2.96% | 16.16M | as of Jun 30, 2026 |
Norges BankInstitution | 2.57% | 14.07M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 2, 2026 | Jan Philipp Jenisch | director, officer: Chairman & CEO | +30,000 | $42.47 |
| Aug 27, 2026 | Dwight Audley Konrad Gibson | director | +5 | $44.58 |
| Aug 26, 2026 | Jacques Wolf Sanche | director | +4,150 | $45.02 |
| Aug 25, 2026 | Denise R. Singleton | officer: Chief Legal Officer & Corp Sec | +3,500 | $44.12 |
| Aug 25, 2026 | Nollaig Forrest | officer: Chief Mktg & Corp Affairs Off | +1,500 | $44.15 |
- CRH
Broad North American overlap across core heavy building materials
- Cemex (ADR)
Direct overlap in cement, aggregates, and ready-mix concrete
- Owens Corning
Residential roofing and insulation overlap in North America
- Carlisle
Commercial roofing and weatherproofing systems rival
- RPM
Specialty coatings, sealants, and waterproofing overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Amrize | $38.86 | +0.69% | $21.36B | 17.7 | 15.1 | 1.8 | +8.5% |
| CRH | $87.33 | +0.22% | $58.23B | — | — | — | +5.6% |
| Cemex (ADR) | $10.03 | +0.05% | $14.54B | 6.3 | 11.0 | 0.9 | +1,975.1% |
| Owens Corning | $126.47 | +4.01% | $9.79B | — | 11.5 | 1.0 | +0.3% |
| Carlisle | $328.47 | +3.34% | $12.86B | 18.3 | 14.5 | 2.5 | +8.3% |
| RPM | $100.08 | +1.08% | $12.65B | 19.2 | 16.7 | 1.6 | +7.2% |
| Median | 18.3 | 13.0 | 1.3 | +7.2% |