Key Takeaways for CRH Stock as of August 2026
- Record Top Line: CRH posted Q2 revenue of $10.78B, up 5.59% YoY and 1.13% above the $10.66B estimate, while EBIT hit $2.08B, a 5.20% beat against Street.
- EPS Miss: Adjusted EPS fell to $1.93, down 1.35% YoY and 4.19% below the $2.02 estimate.
- Guidance Held: Management reaffirmed full-year adjusted EBITDA guidance of $8.1B to $8.5B and diluted EPS of $5.60 to $6.05, citing 40% of IIJA infrastructure funding still unspent heading into 2027.
- Margin Streak: CEO Jim Mintern said CRH now expects “this year to be our 13th consecutive year of margin expansion,” even after weather disruption cut into May and June.
CRH’s beat-but-miss quarter leaves a real gap between the headline print and the adjusted bottom line. Pull the full income statement on TIKR for free →
CRH’s Record Q2 Beats Estimates, But Adjusted EPS Tells a Different Story
CRH (CRH) delivered what CEO Jim Mintern called a record second quarter on the company’s Q2 2026 earnings call held July 30, 2026, with revenue climbing to $10.78 billion, up 5.59% from $10.21 billion a year earlier and 1.13% ahead of the $10.66 billion Street estimate. Adjusted EBITDA rose 6.66% year over year to $2.63 billion, pushing the margin to 24.38% from 24.13%, even as the figure landed two basis points shy of the 24.40% estimate.
The bigger surprise showed up further down the income statement. EBIT reached $2.08 billion, a 7.44% increase from $1.94 billion a year ago and a 5.20% beat against the $1.98 billion Street figure, with the EBIT margin expanding 33 basis points to 19.29%. But that operating strength did not fully convert to the number CRH highlights for investors: adjusted EPS slipped to $1.93, down 1.35% from $1.96 a year ago and 4.19% below the $2.02 estimate.
GAAP EPS told the opposite story, jumping 13.92% to $2.21, and management pointed to the source directly on the Q2 earnings call. Mintern said diluted earnings per share rose 14%, “reflecting a strong operating performance and including a $0.16 net gain on divestitures in the period.” That gain, tied to $1.9 billion in year-to-date divestitures, flattered the GAAP number while the adjusted print, which strips out one-time items, actually declined. That gap matters for CRH stock’s near-term earnings narrative, even as guidance held.
Management used the quarter to reaffirm full-year guidance of $8.1 billion to $8.5 billion in adjusted EBITDA, pointing to 40% of Infrastructure Investment and Jobs Act funding still undeployed and a pickup in data center and advanced manufacturing construction. The company also disclosed its agreement to acquire Arcosa for $150 per share, an $8.5 billion enterprise value deal set to close in early 2027 and add 35 million tonnes of annual aggregates capacity, pushing combined North American production above 265 million tonnes.
COO Randy Lake pointed to $175 million of expected run-rate cost synergies from Arcosa by year three, with $60 million anticipated in year one. That timeline lands squarely inside CRH’s stated 2030 targets of 7% to 9% annual revenue growth and 22% to 24% adjusted EBITDA margins.
CRH’s $8.5 billion Arcosa deal adds a new layer to an already dense quarter. See how CRH stock’s fundamentals stack up on TIKR for free →
TIKR Values CRH Stock at $155, Banking on Arcosa-Fueled Growth
TIKR’s mid-case model values CRH stock at $155 by year-end 2030, implying 63% total return from the current price of $95, or 12% annualized over 4.4 years.
That annualized pace sits well above the returns typical of mature industrial compounders, positioning CRH stock as a growth-plus-income holding rather than a defensive materials play.
The case rests on the operating momentum already visible in the second quarter, where EBIT beat estimates by 5% and margins extended a 13-year expansion streak, plus the incremental earnings power the Arcosa acquisition adds to CRH’s aggregates-led connected portfolio.
With TIKR’s model pointing to $155 and 63% upside for CRH stock, dig into the assumptions yourself. Run the numbers on TIKR for free →
Should You Invest in CRH plc?
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Pull up CRH plc stock and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
