Price
$46.64-7.24%Social Signal Score
Analyst Ratings
10 analystsRevenue
$3.49B+19.90%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Jan Philipp Jenisch
- Sector
- Basic Materials
- Industry
- Construction Materials
- Employees
- 19,000
- Beta
- -0.03
- Country
- CH
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 1.82
Financials
AMRZ has only 11 quarterly periods on file — the charts below show the full history available.
Revenue
$3.49B+19.9%Net Income
$478.00M+373.3%EBITDA
$967.00M+59.8%Free Cash Flow
$173.00M-87.5%EPS (diluted)
$0.86+377.8%Shares Outstanding (diluted)
553.60M+0.2%Operating Expenses
$283.00MCash & Debt
$729.00MReturn of Capital
$482.00MRevenue by Segment (annual)
$8.51BDividend per Share
$0.11Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $11.81B | $1.19B | $2.14 |
| 2024 | $11.70B | $1.27B | $2.30 |
| 2023 | $11.68B | $956.00M | $1.73 |
| 2022 | $10.73B | $1.11B | $2.00 |
| 2021 | $8.13B | $841.00M | $1.52 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from AMRZ's reported EPS growth of 8.9% a year over 4 years.
- EPS in 5 years
- $3.28
- Implied price
- $81.96
- Return from $37.26
- 17.1% a year
To earn 15.0% a year on these assumptions you'd need to buy at $40.75 — today's price is already 8.6% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 17 | 21 | 25 | 29 | 33 |
|---|---|---|---|---|---|
| -1.1% | -1.6% | 2.7% | 6.3% | 9.5% | 12.4% |
| 3.9% | 3.4% | 7.9% | 11.7% | 15.1% | 18.1% |
| 8.9% | 8.4% | 13.1% | 17.1% | 20.6% | 23.8% |
| 13.9% | 13.4% | 18.3% | 22.5% | 26.1% | 29.4% |
| 18.9% | 18.3% | 23.4% | 27.8% | 31.7% | 35.1% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
50-66.67%Social Signal Score
Mentions (9)
- Newszacks.com·7d ago·Neutral
New Strong Sell Stocks for September 29th APLD, CVCO and AMRZ have been added to the Zacks Rank #5 (Strong Sell) List on September 29, 2026.
View source ↗ - Newsseekingalpha.com·8d ago·Positive
Amrize: Healthy End Markets And Margin Recovery Support The Upside Amrize is rated Buy, driven by robust commercial and infrastructure demand, capacity expansion, and strategic M&A positioning for multi-year growth. Building Envelope margins are set to recover as recent price increases offset raw material and freight inflation, with further improvements expected in H2 2026. The ASPIRE initiative targets $250 million in savings by 2028, already delivering $29 million in Q2 2026 and supporting str
View source ↗ - Newsfool.com·20d ago·Positive
Amrize CEO Jan Philipp Jenisch Buys 30,000 Shares for $1.3 Million. Is This a Buy Signal? Jan Philipp Jenisch purchased 30,000 shares for a total consideration of ~$1.3 million on September 2, 2026. The transaction involved shares equal to 1% of the total equity stake held before the filing.
View source ↗ - Newsbusinesswire.com·24d ago·Neutral
Amrize Appoints Mario Gross as President of Building Envelope CHICAGO & ZUG, Switzerland--(BUSINESS WIRE)--The Amrize (NYSE: AMRZ) Board of Directors has appointed Mario Gross as President, Building Envelope, effective September 11, 2026. Gross succeeds Jake Gosa, who is stepping down from the role and is committed to a smooth transition. Gross has been a member of Amrize's Executive Committee as its Chief Supply Chain Officer since the company's listing on the NYSE in June 2025. He previously s…
View source ↗ - Newsfool.com·39d ago·Neutral
Amrize Chief Strategy Officer Buys 2,510 Shares in $117,769 Transaction The purchase involved 2,510 shares at $46.92 per share. The shares were acquired directly, with no reported indirect holdings or derivative conversions.
View source ↗ - Newsbusinesswire.com·42d ago·Neutral
Amrize Appoints Sam Poletti as Chief Financial Officer CHICAGO & ZUG, Switzerland--(BUSINESS WIRE)--The Amrize (NYSE: AMRZ) Board of Directors has appointed Samuel J. Poletti as Chief Financial Officer, effective August 24. Poletti succeeds Baris Oran, who is stepping down for personal reasons. The company has also named Dillon Cumming as vice president of Investor Relations. Poletti has been a member of Amrize's Executive Committee as its Chief Strategy and M&A Officer since the company's listi…
View source ↗ - Newsbusinesswire.com·56d ago·Negative
Amrize Files Form 10-Q for Second Quarter 2026 CHICAGO & ZUG, Switzerland--(BUSINESS WIRE)--Amrize (AMRZ) has filed its Form 10-Q for the Second Quarter and First Half Year 2026 with the U.S. Securities and Exchange Commission. The report is also available on Amrize's website at https://investors.amrize.com/ About Amrize Amrize (NYSE: AMRZ) is building North America, as the partner of choice for professional builders with advanced branded solutions from foundation to rooftop. With over 1,000 sit
View source ↗ - Newsmarketbeat.com·59d ago·Negative
Amrize Q2 Earnings Call Highlights Amrize NYSE: AMRZ reported second-quarter revenue growth of 8.6%, supported by demand from large commercial, infrastructure, energy and advanced-manufacturing projects, while higher freight, diesel and raw-material costs pressured profitability and led the company to update its full-year adjusted EBITDA outlook.
View source ↗ - Newsseekingalpha.com·59d ago·Positive
Amrize AG (AMRZ) Q2 2026 Earnings Call Transcript Amrize AG (AMRZ) Q2 2026 Earnings Call Transcript
View source ↗
Earnings
Tue, Oct 27(in 3 weeks)
Consensus estimate $1.07 per share
Typical surprise -24.3% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Aug 6$0.88 vs $0.95miss
- Tue, May 19$-0.21 vs $-0.12miss
- Wed, Apr 29$-0.16 vs $-0.13miss
- Tue, Oct 28$0.98 vs $1.02miss
- Wed, Aug 6$0.78 vs $1.03miss
- Mon, Jun 2$-0.10 vs $1.15miss
Estimates and results for AMRZ via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by AMRZ officers and directors.
- Bought
- $16.8m
- Sold
- —
64 trades
0 trades
- Jenisch Jan Philippbought
- Jenisch Jan Philippbought
- Jenisch Jan Philippbought
- Jenisch Jan Philippbought
- Jenisch Jan Philippbought
- Gibson Dwight Audley Konradbought
- Sanche Jacques Wolfbought
- Singleton Denise Rbought
36 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Ro Khannahouse · CA17 · disclosed Sep 7, 2026 (31d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jun 11, 2026 (21d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.
