Amrize Ltd Q2 2026: Revenue Beats but Costs Clip EPS Short
As seen on the 24/7 Wall St. homepage on August 6, 2026.
Management lifted full-year revenue guidance to $12.5 billion to $12.7 billion, betting July price increases close the gap in the second half. Data center and mega-project demand pushed revenue 8.5% higher year over year and past consensus, while oil-driven freight, diesel and raw materials costs left EPS missing expectations.
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Amrize posted Q2 2026 revenue of $3.49 billion, coming in roughly 4% above the $3.36 billion consensus estimate and marking 8.5% growth year over year. The strength came largely from data center construction and mega-project demand, two end markets that have been reliable drivers of volume. Despite that top-line momentum, earnings per share landed at $0.88, about 6.7% below the $0.94 analysts had expected, with oil-linked freight costs, diesel, and raw materials squeezing margins.
The miss on the bottom line continues a pattern worth noting: Amrize also fell short of EPS expectations in Q2 2025 and Q1 2026, though it beat in Q3 2025 and matched consensus in Q4 2025. Management is betting that July price increases will help recover margin ground in the back half of the year. In line with that confidence, the company raised its full-year revenue guidance to a range of $12.5 billion to $12.7 billion.
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The key question heading into Q3 is whether those price increases can outpace still-elevated input costs, or whether freight and materials headwinds persist long enough to keep EPS under pressure. The revenue trajectory is clearly moving in the right direction; closing the profitability gap is the next test.
Mentioned: AMRZ