NYSE$CRH

CRH PLC · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported further profit growth and margin expansion.

CRH reported a slight decrease in total revenues but an increase in net income and adjusted EBITDA. The company's differentiated solutions strategy and disciplined capital allocation contributed to a strong financial performance. They are updating their full year guidance.

  • Differentiated strategy continuing to deliver robust financial performance
  • Carefully constructed portfolio & operating footprint mitigated impact of adverse weather
  • Further profit growth & strong margin expansion driven by positive pricing & cost management
  • Significant portfolio activity YTD; $3.7bn invested in value-accretive M&A

Headline financials

Total Revenue

$9.65B

No prior period
EPS (adj)

$1.88

No prior period
Adjusted EBITDA

$2.26B

No prior period
Adjusted EBITDA Margin

23.4%

No prior period
Net Income Margin

13.6%

No prior period
Capital Expenditures

-$1.13B

No prior period
Net Income

$1.3B

No prior period
Operating Income

$1.83B

No prior period
Gross Profit

$3.68B

No prior period
Stock-Based Comp

$33M

No prior period

Revenue & EPS history

CRH · Revenue · Quarterly

$9.65B

Q2 2024
Beat estimate in 6 of 11 quarters(55%)
ActualEstimate

Forward guidance

CRH is raising its previous guidance for 2024, reflecting the strength of our financial performance, the positive underlying momentum in our business as well as the positive contribution from recent portfolio activity.

Tailwinds

  • Operations in North America are expected to benefit from significant infrastructure activity
  • Increased investment in key non-residential segments
  • Good underlying demand in infrastructure in Europe
  • Good underlying demand in key non-residential markets in Europe
  • Further supported by disciplined cost control

Headwinds

  • Residential construction expected to remain subdued across our markets in the near term.
  • Assuming normal seasonal weather patterns
  • No major dislocations in the macroeconomic environment
  • Net income 3.70bn - 3.85bn
  • Adjusted EBITDA* $6.82bn - $7.02bn

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 10 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+1.1%

Avg return

Earnings day

+1.5%

Avg return

5 days after

-1.6%

Avg return

30 days after

55%

6 / 11 earnings

Positive

+8.3%

Q2 2024

Best reaction

-3.9%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.5%-3.0%
Q4 2025+1.0%-2.5%-17.7%
Q3 2025-2.6%-2.6%+3.3%
Q2 2025+7.4%+14.8%+15.1%
Q1 2025-3.6%-3.7%-5.5%
Q4 2024-0.8%-5.9%-13.9%
Q3 2024+0.7%+0.2%+3.0%
Q2 2024+8.3%+9.7%+12.1%
Q1 2024+2.2%+6.6%-3.1%
Q4 2022-3.9%-5.3%-6.1%
Q4 2021+5.8%+8.6%-3.8%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro