Amrize quarterly profit rises, flags impact of oil price inflation

7. Aug 2026

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(AWP Alliance News) - Amrize AG on Thursday posted higher profit in the second quarter, but flagged the trickle-down effects of oil price inflation on its performance.

In June 2025, Chicago, Illinois-headquartered Amrize was spun off from Zug, Switzerland-based building materials company Holcim AG.

The company's net income rose 14% in the second quarter to USD476 million from USD416 million. Revenue rose 8.6% to USD3.49 billion from USD3.22 billion.

Diluted earnings per share grew 15% to USD0.86 from USD0.75. The company has declared a second-quarter dividend of USD0.11 per share, unchanged from the first quarter's dividend.

Amrize shares were down 9.1% to CHF38.01 on Friday morning in Zurich. The stock traded 8.6% lower at USD46.80 pre-market in New York.

The company flagged the impact of higher oil prices on its full-year performance. It expects cement pricing to be flat, or up in the low single digits, while pricing for aggregates is expected to be up in the mid-single digits on a freight-adjusted basis.

Commercial roofing volumes are expected to grow in the low single digits, while residential roofing volumes are forecast to grow in the high single digits.

"Price increases are phasing in across the Building Envelope portfolio and we expect second half price-cost to improve compared to the first half of the year."

However, the company cautioned: "The timing difference between price realisation and oil price-driven cost inflation is expected to affect full-year company earnings."

It sees full-year revenue ranging from USD12.5 billion to USD12.7 billion and adjusted earnings before interest, tax, depreciation and amortisation from USD3.1 billion to USD3.2 billion.

The company's previous forecast was for revenue of USD12.29 billion to USD12.52 billion, and adjusted Ebitda of USD3.25 billion to USD3.34 billion.

In 2025, Amrize reported revenue of USD11.82 billion and adjusted Ebitda of USD3.01 billion.

Amrize noted that its 'Aspire' cost-cutting scheme is progressing, with about USD80 million in savings targeted for the current year.

Chief Executive Jan Jenisch noted: "Looking to the back half of the year, we expect continued strong pricing for cement and aggregates. Additionally, we expect roofing price over cost to improve as the year progresses. Our Aspire program is building momentum and on track to deliver savings through the year. We expect strong demand and pricing to increase full-year revenue, while oil price-driven cost inflation will be a headwind to earnings."

By Holly Munks, Alliance News reporter

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