Amrize Q4 Revenue Flat at $2.84B, EPS $0.62 Tops Forecast, Materials EBITDA $705M
For Q4 ended December 2025, Amrize Ltd reported revenue of $2.84 billion, flat YoY and 3.7% below the $2.95 billion consensus, while delivering EPS of $0.62, a 6% beat to the $0.59 estimate. Adjusted EBITDA in Building Materials was $705 million versus $687 million expected.
1. Q4 Financial Results
Amrize Ltd reported Q4 revenue of $2.84 billion, unchanged from the prior year and 3.7% below the $2.95 billion consensus. EPS reached $0.62, exceeding the $0.59 estimate by 5.98%, driven by cost controls and margin improvements.
2. Segment Performance
The Building Materials segment generated $2.16 billion in revenue versus $2.20 billion expected, delivering adjusted EBITDA of $705 million compared to the $686.7 million consensus. Building Envelope revenue came in at $678 million against $749.8 million forecasts, with adjusted EBITDA of $130 million falling short of the $169.9 million estimate. Unallocated corporate costs totaled negative $56 million versus an expected negative $61.3 million.
3. Market Reaction and Rating
Shares have risen 7.9% over the past month, outperforming the S&P 500 composite's 1.4% decline. Analysts maintain a Hold rating on the stock, indicating expected in-line performance with the broader market.