Amrize first quarter 2026 revenue rose 4.7% driven by Building Materials strength, though earnings missed estimates.

Amrize reported first quarter 2026 revenue of $2.178 billion, a 4.7% year-over-year increase, while adjusted loss per share was $0.16. Results were driven by strong performance in the Building Materials segment, which was offset by significant weakness in Building Envelope. The company reaffirmed its full-year 2026 guidance and announced a new dividend and share repurchase program.

Key Highlights

• The Building Materials segment was a key outperformer, with revenue growing 12.9% to $1.5 billion and Segment Adjusted EBITDA increasing 41.7% to $170 million.
• Strong volume growth underpinned the materials segment, with cement volumes rising 13.9% and aggregates volumes up 14.1% year-over-year, reflecting accelerating customer demand.
• In contrast, the Building Envelope segment's revenue declined 9.8% to $678 million due to soft roofing demand and pricing, with its Segment Adjusted EBITDA falling 37.1%.
• Amrize initiated a quarterly dividend of $0.11 per share and announced plans to begin a $1.0 billion share repurchase program.