Amrize (AMRZ) is under pressure after releasing first-quarter 2026 results on April 29, 2026. While revenue increased 4.7% year over year to $2.178 billion, profitability metrics weakened: net loss widened to $118 million (loss of $0.21 per diluted share) and adjusted EBITDA fell to $192 million from $214 million a year earlier, compressing adjusted EBITDA margin to 8.8% from 10.3%. (sec.gov)

The report highlighted continued softness in roofing demand and pricing. Building Envelope revenue fell 9.8% to $678 million and segment adjusted EBITDA declined 37.1% to $78 million, with management citing lower volumes, price-cost pressure, and a temporary plant disruption. That weakness outweighed strength in Building Materials, which grew revenue 12.9% to $1.5 billion and expanded segment adjusted EBITDA 41.7% to $170 million on higher cement and aggregates volumes and efficiency gains. (sec.gov)

Amrize reaffirmed full-year 2026 guidance, keeping revenue at $12.29–$12.52 billion and adjusted EBITDA at $3.25–$3.34 billion. The company also reiterated shareholder-return plans, including a first quarterly dividend of $0.11 per share (payable May 20, 2026) and plans to begin a $1.0 billion share repurchase program after Q1 earnings results, but today’s decline suggests the market is prioritizing near-term margin execution over longer-term targets. (sec.gov)

The earnings release was filed with the SEC on April 29, 2026 via an 8-K (Item 2.02 Results of Operations and Financial Condition), making it the latest primary document behind today’s move. (sec.gov)