Amrize lifts FY revenue target after 8.6% Q2 top-line gain, but trims EBITDA view on cost inflation

summarizeSummary

Amrize posted Q2 revenue of $3.49 billion (+8.6%) and raised its full-year revenue forecast, but lowered adjusted EBITDA guidance on oil-driven cost inflation. Prior financials were also revised for an immaterial deferred revenue error.

check_boxKey Events · Earnings and Guidance · AMRZ

• Q2 Revenue and Earnings Beat

  Revenue rose 8.6% to $3.49 billion on strong volume and pricing; net income increased 14.4% to $476 million, or $0.86 per diluted share.

• FY Revenue Guidance Raised, EBITDA Trimmed

  Full-year revenue guidance raised to $12.5–$12.7 billion, but adjusted EBITDA guidance lowered to $3.1–$3.2 billion due to oil-price-driven cost inflation.

• Prior Period Financials Revised

  The company revised prior financial statements to correct an immaterial $78 million understatement of deferred revenue related to extended warranties, with no material impact on any previously issued statements.

• $502M Returned to Shareholders

  Amrize returned $502 million in Q2 through $197 million in share repurchases and $305 million in dividends, including a special dividend and the first quarterly dividend.

auto_awesomeAnalysis · AMRZ · Manufacturing

A strong second quarter saw revenue climb 8.6% and net income advance 14.4%, fueled by mega-project demand and favorable pricing. Full-year revenue guidance was raised to $12.5–$12.7 billion, yet the adjusted EBITDA outlook was pared to $3.1–$3.2 billion as oil-driven cost inflation bites. Separately, prior-period financials were revised to correct an immaterial $78 million understatement of deferred revenue — a notable accounting fix, not a restatement. With $502 million returned to shareholders and the July acquisition of Rapid Redi-Mix, the quarter highlights both operational momentum and margin headwinds.