Amrize (NYSE:AMRZ) Announces Quarterly Earnings Results

Amrize (NYSE:AMRZ) announced its quarterly earnings results on Thursday. The company reported $0.88 EPS for the quarter, missing the consensus estimate of $0.92 by ($0.04), FiscalAI reports. Amrize had a net margin of 9.70% and a return on equity of 9.84%. The firm had revenue of $3.49 billion during the quarter.

Amrize Stock Performance

Shares of NYSE AMRZ opened at $51.23 on Friday. Amrize has a one year low of $44.12 and a one year high of $65.94. The business’s 50-day moving average price is $52.09 and its two-hundred day moving average price is $54.78. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.40 and a quick ratio of 0.89. The company has a market capitalization of $28.33 billion, a P/E ratio of 24.51, a price-to-earnings-growth ratio of 1.12 and a beta of 0.11.

Amrize Cuts Dividend

The business also recently disclosed a dividend, which was paid on Wednesday, May 20th. Shareholders of record on Tuesday, May 12th were paid a $0.11 dividend. The ex-dividend date was Tuesday, May 12th. Amrize’s dividend payout ratio is currently 21.05%.

Insider Transactions at Amrize

In other Amrize news, insider Mario Gross purchased 1,200 shares of the business’s stock in a transaction dated Wednesday, May 20th. The shares were acquired at an average price of $48.63 per share, for a total transaction of $58,356.00. Following the acquisition, the insider owned 34,747 shares of the company’s stock, valued at $1,689,746.61. This trade represents a 3.58% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CEO Jan Philipp Jenisch acquired 3,000 shares of Amrize stock in a transaction that occurred on Tuesday, May 19th. The stock was acquired at an average cost of $49.96 per share, with a total value of $149,880.00. Following the purchase, the chief executive officer owned 515,000 shares in the company, valued at $25,729,400. The trade was a 0.59% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last 90 days, insiders acquired 54,918 shares of company stock worth $2,717,324. 0.54% of the stock is owned by corporate insiders.

Institutional Trading of Amrize

Large investors have recently modified their holdings of the company. Norges Bank acquired a new stake in shares of Amrize during the 4th quarter worth approximately $929,333,000. Harris Associates L P acquired a new position in shares of Amrize in the fourth quarter valued at $615,406,000. Wellington Management Group LLP lifted its position in Amrize by 48.8% in the third quarter. Wellington Management Group LLP now owns 11,622,024 shares of the company’s stock worth $561,018,000 after purchasing an additional 3,809,133 shares during the period. Marshall Wace LLP lifted its position in Amrize by 865.4% in the third quarter. Marshall Wace LLP now owns 2,889,660 shares of the company’s stock worth $139,436,000 after purchasing an additional 2,590,336 shares during the period. Finally, Barclays PLC boosted its stake in Amrize by 95.4% during the fourth quarter. Barclays PLC now owns 4,614,593 shares of the company’s stock worth $249,557,000 after buying an additional 2,253,431 shares in the last quarter.

Amrize News Roundup

Here are the key news stories impacting Amrize this week:

• Positive Sentiment: Second-quarter revenue rose 8.6% year over year to $3.49 billion, supported by demand from data centers, energy projects, advanced manufacturing, and infrastructure modernization. Net income increased 14.4% to $476 million, while diluted EPS rose to $0.86 from $0.75. Amrize Reports Second Quarter 2026 Results
• Positive Sentiment: Amrize raised its 2026 revenue outlook to $12.5 billion-$12.7 billion, above the roughly $12.4 billion analyst consensus, and issued adjusted EBITDA guidance of $3.1 billion-$3.2 billion. Amrize Lifts 2026 Revenue Outlook
• Positive Sentiment: The board declared a quarterly dividend of $0.11 per share, payable August 26, and the company returned $502 million to shareholders during the quarter through $197 million of buybacks and $305 million of dividends. Amrize Declares Dividend
• Neutral Sentiment: Building Materials revenue increased 8.2% to $2.45 billion, while Building Envelope revenue advanced 9.4% to $1.05 billion, indicating broad-based operating momentum.
• Negative Sentiment: Quarterly EPS of $0.88 missed the $0.92 consensus estimate, even though it exceeded the $0.78 reported a year earlier. Higher fuel, freight, and other input costs pressured margins; adjusted EBITDA grew only 5.8%, slower than revenue growth. Amrize Misses Q2 Earnings Estimates

Analyst Ratings Changes

AMRZ has been the subject of several research analyst reports. Stephens reaffirmed an “overweight” rating and issued a $65.00 price objective on shares of Amrize in a report on Monday, May 18th. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of Amrize in a research report on Friday, June 26th. Oppenheimer lowered their price target on Amrize from $68.00 to $65.00 and set an “outperform” rating on the stock in a research report on Tuesday, July 21st. Citigroup cut their price objective on Amrize from $76.00 to $66.00 and set a “buy” rating for the company in a report on Monday, May 4th. Finally, Vertical Research raised Amrize from a “hold” rating to a “buy” rating and set a $70.00 target price on the stock in a report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Amrize presently has a consensus rating of “Moderate Buy” and an average price target of $62.79.

About Amrize

Amrize AG focuses on building materials business in North America. The company was incorporated in 2023 and is based in Zug, Switzerland. Amrize AG operates independently of Holcim AG as of June 23, 2025.