Amrize AG focuses on building materials business in North America.
$41.87-1.83%
报价 2026-11-06
市值
$22.9B
EV
–
PE (TTM)
–
预期 PE (FY2026)
17.7x
52 周区间距高点 -36.4%
$36.09$65.86
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
电话会信号
辅助标签Q3 20262026-10-29
扩产AI 词频高下调/撤回指引
指引 下调
信心 4
分析师 4
“We expect 2027 to be a year of growth for us. Price momentum should continue.”
原文引用（2）
- 扩产：We spent $262 million in CapEx in the third quarter. This includes production expansion and debottlenecking initiatives across several of our cement plants.
- 下调/撤回指引：we are updating our 2026 revenue and EBITDA guidance. We now expect revenues of $12.2 billion to $12.4 billion and EBITDA of $2.95 billion to $3.05 billion.
蓝色标签在暴涨研究中略有区分度；悬停查看口径。
研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
去生成基本面报告 →历史股价
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
同行业市值相近 · Construction Materials| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| AMRZAmrize Ltd | $22.9B | -1.8% | +4.5% | 28.4% | – | – | – | |
| CRHCRH plc | $63.07B | -0.7% | +7.8% | 34.5% | 17.8x | 9.2x | 24.8x | |
| VMCVulcan Materials Company | $36.29B | -1.0% | +1.7% | 30.5% | 32.2x | 15.6x | 31.9x | |
| MLMMartin Marietta Materials, Inc. | $31.12B | -1.8% | +17.9% | 25.4% | 12.7x | 17.8x | 38.5x | GARP |
| JHXJames Hardie Industries plc | $16.17B | -2.8% | +11.2% | 37.2% | 117.9x | 20.0x | 48.9x | GARP |
| CXCEMEX, S.A.B. de C.V. | $15.55B | +0.1% | – | 32.4% | 11.4x | 8.3x | – | |
| EXPEagle Materials Inc. | $5.71B | -1.7% | +1.9% | 28.3% | 13.7x | 9.3x | 24.8x | |
| USLMUnited States Lime & Minerals, Inc. | $3.39B | -1.1% | +21.7% | 48.9% | 25.6x | 16.5x | 33.1x | |
| KNFKnife River Corporation | $3.2B | -1.5% | +9.0% | 22.5% | 23.9x | 9.4x | – | |
| 同行中位数 | – | – | +9.0% | 31.4% | 20.8x | 12.5x | 32.5x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-09-30 Q3 2026 | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $3.77B | $3.49B | $2.18B | $2.84B | $3.68B | $3.22B | $2.08B | $2.85B |
| Gross Margin | 28.7% | 28.4% | 9.7% | 26.8% | 29.6% | 30% | 10.7% | 27.3% |
| Operating Margin | 20.9% | 20.3% | -3.7% | 17% | 21.1% | 20.7% | -0.8% | 17.4% |
| Net Income | $559M | $478M | $-116M | $298M | $545M | $429M | $-87M | $459M |
| Diluted EPS | 1.02 | 0.86 | -0.21 | 0.54 | 0.99 | 0.78 | -0.1 | 0.83 |
| Operating Cash Flow | $697M | $421M | $-896M | $1.8B | $854M | $406M | $-856M | $1.73B |
研究材料
Filing 摘要
电话会纪要摘要
暂无纪要摘要。