Added to YB: 2026-10-02
Pitch date: 2026-09-22
AMRZ.SW [neutral]
Amrize AG
-3.81%
current return
Author Info
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Company Info
Amrize AG engages in the provision of various building solutions for infrastructure, commercial, and residential construction markets in North America and Canada.
Market Cap
CHF 20.6B
Pitch Price
CHF 32.06
Price Target
N/A
Dividend
1.17%
EV/EBITDA
8.60
P/E
16.87
EV/Sales
2.21
Sector
Construction Materials
Category
turnaround
Amrize (AMRZ Switzerland): Building Envelope remains under pressure
AMRZ.SW (update): Amrize’s Q3 is likely to remain soft, with Building Envelope the main second-half earnings pressure as roofing and insulation input inflation outpaces contract pricing. Building Materials’ price-cost balance has turned positive, partly offsetting weaker volumes. Amrize is expected to retain 2026 EBITDA guidance of $3.1-3.2bn at the lower end, while Q4 should show whether newer contracts can restore profitability across the portfolio.
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