# CRH plc (CRH)

> Source: Nexqual · https://nexqual.com/CRH · data as of 2026-10-22 20:04 UTC · cite as "Nexqual, CRH plc (CRH), nexqual.com/CRH" · informational, not investment advice.

**Price:** USD 86.43 (+0.46% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 86.03 · day 84.59–86.82 · 52w 78.62–131.55 · market cap $57.5B · NYQ

## Key facts
- Last four reported quarters (through Jun 30, 2026): revenue $38.6B, net income $3.84B (9.9% margin), free cash flow $2.77B (SEC filings).
- Valuation: P/E 15.0x (avg 18.9x at the last 3 fiscal year-ends), net debt $14.8B.
- 4 of 80 tracked superinvestors hold CRH (13F, Q2 2026 (1 investor on Q3 2026, filed early)): 0 new, 2 added, 2 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 1 Form 4 filings, $156K; 1 not under a Rule 10b5-1 plan ($156K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 1.78 on a 1–5 scale) (23 analysts), mean target USD 122.72 (range 96–160).
- Total return with dividends: 1Y -25.9% vs S&P 500 +14.9%; 5Y +108.0% vs S&P 500 +80.3%.
- Next earnings: 2026-10-29, EPS estimate USD 2.03, revenue estimate $11.6B.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $29.2B | $32.7B | $34.9B | $35.6B | $37.4B | $38.6B |
| Gross profit | $9.83B | $10.8B | $12.0B | $12.7B | $13.5B | — |
| Operating income | $3.33B | $3.81B | $4.19B | $4.92B | $5.44B | $5.53B |
| Net income | $2.63B | $3.86B | $3.18B | $3.49B | $3.75B | $3.84B |
| EPS (diluted) | $3.32 | $5.11 | $4.33 | $5.02 | $5.51 | — |
| Free cash flow | $2.42B | $2.28B | $3.20B | $2.41B | $2.91B | $2.77B |
| Gross margin | 33.6% | 33.1% | 34.2% | 35.7% | 36.1% | — |
| Operating margin | 11.4% | 11.6% | 12.0% | 13.8% | 14.5% | 14.3% |
| Net margin | 9.0% | 11.8% | 9.1% | 9.8% | 10.0% | 9.9% |
| Revenue growth | — | +12.0% | +6.8% | +1.8% | +5.3% | — |
| Cash + short-term investments | $5.78B | $5.94B | $6.34B | $3.72B | $4.10B | — |
| Total debt | — | $9.54B | $11.5B | $13.9B | $17.5B | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)
P/E 15.0x · P/S 1.5x · EV/Sales 1.9x · P/FCF 20.8x · P/B 2.4x · FCF yield 4.81% · Earnings yield 6.67% · Buyback yield (TTM) 1.99% · Net debt $14.8B · EV $72.3B
P/E at fiscal year-ends: Dec 2025 22.5x, Dec 2024 18.3x, Dec 2023 15.9x.

## Superinvestors (SEC 13F-HR, Q2 2026)
4 of 80 tracked investors hold CRH (1 investor on Q3 2026, filed early). Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change | Quarter |
|---|---|---|---|---|---|
| Daniel Loeb | Third Point | 5.06% | $235M | Added +15.5% | Q2 2026 |
| John Armitage | Egerton Capital | 3.06% | $301M | Reduced -17.2% | Q3 2026 |
| Henry Ellenbogen | Durable Capital Partners | 2.77% | $285M | Added +80.4% | Q2 2026 |
| First Eagle Investment | First Eagle Investment Management | <0.01% | $310K | Reduced -2.4% | Q2 2026 |

## Insider sales (SEC Form 4, open-market, last ~7 months)
0 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-05-15 | Oriordain Padraig | See Remarks | 1,492 | $156K | 55.3% | No | Too little history (no open-market trades in 2023 or 2024) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Analysts
Consensus Buy (mean 1.78 on a 1–5 scale), 23 analysts; mean target USD 122.72 (low 96, high 160).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-19 | Barclays | Target lowered | Overweight | $131 → $110 |
| 2026-10-09 | RBC Capital | Target lowered | Outperform | $165 → $135 |
| 2026-10-05 | Wells Fargo | Target lowered | Overweight | $107 → $106 |
| 2026-10-05 | Truist Securities | Target lowered | Buy | $130 → $105 |
| 2026-10-02 | Citigroup | Target lowered | Buy | $122 → $106 |
| 2026-09-22 | UBS | Target lowered | Buy | $147 → $135 |
| 2026-09-09 | Wells Fargo | Target lowered | Overweight | $132 → $107 |
| 2026-08-25 | DA Davidson | Initiated | Buy | $137 |
| 2026-07-31 | Stephens & Co. | Target lowered | Overweight | $135 → $125 |
| 2026-07-31 | Truist Securities | Target lowered | Buy | $140 → $130 |
| 2026-07-08 | Wells Fargo | Target lowered | Overweight | $135 → $132 |
| 2026-06-26 | Jefferies | Target raised | Buy | $149 → $165.6 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | -25.9% | +108.0% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -25.9% | +15.7% |
| Volatility (annualized) | 32.3% | 29.9% |
| Max drawdown | -39.0% (Jan 2026→Oct 2026) | -37.2% (Jan 2026→Oct 2026) |

## Peers (Building Materials)
MLM (Martin Marietta Materials, Inc.) USD 517.67 +1.70% · VMC (Vulcan Materials Company (Holdi) USD 268.72 +1.54% · AMRZ (Amrize Ltd) USD 39.44 +1.65% · JHX (James Hardie Industries plc.) USD 26.54 +0.91% · CX (Cemex, S.A.B. de C.V. Sponsored) USD 10.11 -2.69% · EXP (Eagle Materials Inc) USD 178.74 +3.09%

## More
Full page: https://nexqual.com/CRH · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Revenue by business segment (quarter ended 2026-06-30)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| Americas Materials Solutions | $4.96B | 46.0% | +9.9% |
| International Solutions | $3.70B | 34.4% | +4.7% |
| Americas Building Solutions | $2.12B | 19.6% | -1.9% |
| Total revenue | $10.78B | 100% | — |

## Revenue by product line (quarter ended 2026-06-30)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| Product | $8.49B | 78.8% | +7.2% |
| Road Solutions | $3.32B | 30.8% | +5.6% |
| Service | $2.29B | 21.2% | -0.0% |
| Essential Materials | $1.64B | 15.2% | +20.0% |
| Total revenue | $10.78B | 100% | — |
The lines above cover 146% of total revenue.

## Revenue by region (fiscal year ended 2025-12-31)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| UNITED STATES | $22.83B | 61.0% | +4.6% |
| Rest Of Europe | $7.37B | 19.7% | +5.0% |
| United Kingdom | $3.77B | 10.1% | -5.7% |
| Rest Of World | $3.47B | 9.3% | +27.7% |
| Total revenue | $37.45B | 100% | — |

## Company outlook (8-K filed 2026-07-30)

- "Outlook positive; expecting another year of growth underpinned by our superior strategy and connected portfolio • Reaffirming FY26 guidance for Net income ($3.9bn-$4.1bn), Adj."
- "Notwithstanding current geopolitical and macroeconomic uncertainties, we remain encouraged by the underlying demand across our key markets and are pleased to reaffirm our guidance for 2026 Net income, Adjusted EBITDA* and Diluted EPS, leaving us well positioned to deliver another year of growth and value creation." Summary Financials Q2 2026 YOY Change Total revenues $10.8bn +6% N"

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $2.03 | $2.42 | -15.9% | $11.56B | 6 |
| Next quarter (ends 2026-12-31) | $1.53 | $1.62 | -5.2% | $9.76B | 6 |
| Current fiscal year (ends 2026-12-31) | $5.57 | $5.95 | -6.3% | $39.60B | 13 |
| Next fiscal year (ends 2027-12-31) | $6.29 | $6.78 | -7.2% | $41.75B | 16 |