Amrize Ag(NYSE) AMRZ

Amrize AG makes essential materials for building homes, offices, and roads. It helps construction crews by providing everything from foundations to rooftops. The company serves customers across the United States and Canada.

Everything from Ground to Roof

• Building Materials: Products like cement and aggregates, which are raw materials like sand and gravel; accounted for 70.0% of revenue in the second quarter of 2026.
• Building Envelope: Materials that protect buildings from weather, such as roofing and wall systems; accounted for 30.0% of revenue in the second quarter of 2026.

Strategic Moves and Growth

• Purchased Firestone Building Products in 2021 to enter the commercial roofing market.
• Acquired Malarkey Roofing Company in 2022 and Duro-Last in 2023 to expand the building envelope segment.
• Completed the purchase of PB Materials for $425 million during the first six months of 2026.
• Became a standalone public company on June 23, 2025, following a spin-off from Holcim.

Operational Strength and Efficiency

Amrize operates more than 1,000 sites across North America, Jamaica, and Switzerland. Its ASPIRE program helps reduce costs by streamlining procurement and logistics networks.

Key Financial Facts

• Revenues reached $3,494 million in the three-month period ended June 30, 2026, up 8.6% year over year.
• Net income hit $476 million in the three-month period ended June 30, 2026, up 14.4% year over year.
• Adjusted EBITDA, which tracks core operating performance, was $986 million in the second quarter of 2026, up 5.8% year over year.
• Repair and refurbishment projects accounted for 43% of total revenue in 2025.
• The company invested $520 million in capital expenditure projects during the first six months of 2026.

Bottom Line

Amrize has transitioned from a subsidiary to a standalone leader in North American building solutions. It balances heavy raw materials with specialized roofing systems to serve diverse construction markets.