Jun 2025 (Q2 FY25) — Aug 7, 2025
Amrize Q2 FY25 — First earnings call as a standalone North American building solutions leader; stable margins in a soft market
Read the full callAmrize earnings: last reported Thu, 7 Aug 2025, for the quarter ended Jun 2025.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 3,494 | +8.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 20.4 | −0.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 478 | +14.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $48.6 on 17 Oct 2025 → $37.99. High $65.86 (24 Feb 2026), low $36.09 (12 Oct 2026).
Overview
Call summaries
Amrize Q2 FY25 — First earnings call as a standalone North American building solutions leader; stable margins in a soft market
Read the full callEvery analysed call
Financials
Net profit, year on year: +15% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 3,446 | 2,849 | 2,089 | 3,218 | 3,675 | 2,833 | 2,181 | 3,494 |
| Operating profit | 844 | 537 | -5 | 657 | 778 | 476 | -72 | 711 |
| Operating margin | 24.5% | 18.9% | −0.2% | 20.4% | 21.2% | 16.8% | −3.3% | 20.4% |
| Interest | 137 | 141 | 132 | 143 | 94 | 92 | 78 | 94 |
| Profit before tax | 703 | 361 | -122 | 537 | 689 | 393 | -148 | 621 |
| Tax rate | 22.1% | 20.8% | 22.9% | 22.7% | 21.8% | — | 27.7% | 23.5% |
| Net profit | 553 | 291 | -94 | 417 | 545 | — | -105 | 478 |
| EPS ($ per share) | 1 | — | -0.17 | 0.75 | 0.99 | — | -0.19 | 0.87 |
| Line item | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Equity capital | — | 0 | 6 |
| Reserves | — | 0 | 930 |
| Total liabilities | — | 13,891 | 11,088 |
| Fixed assets | — | 7,534 | 7,936 |
| Total assets | — | 23,805 | 24,209 |
| Line item | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Cash from operations | 2,036 | 2,282 | 2,208 |
| Cash from investing | -2,025 | -1,208 | -361 |
| Cash from financing | 734 | -537 | -1,555 |
| Net cash flow | 756 | 478 | 337 |
| Capital expenditure | -630 | -642 | -788 |
| Free cash flow | 1,406 | 1,640 | 1,420 |
| Segment | Q2 FY2025 | Q3 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|
| Building Materials | 70% | 75% | 69% | 70% | +8.7% |
| Building Envelope | 30% | 25% | 31% | 30% | +8.1% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
80 filings between Oct 30, 2025 and Sep 2, 2026.
Purchases
$16.23M
50 purchases by 13 insiders
Sales
None
No insider sold shares.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Jenisch Jan Philipp | $12.91M | — | Sep 2, 2026 |
| Brouwer Roald | $637.3K | — | Aug 11, 2026 |
| Hill Jaime | $568.6K | — | Aug 11, 2026 |
| Gross Mario | $539.2K | — | Aug 11, 2026 |
| Johnston Ian A | $327.2K | — | Mar 10, 2026 |
| Oran Baris | $283.5K | — | Aug 12, 2026 |
| Clark Stephen S | $249.0K | — | Aug 11, 2026 |
| Sanche Jacques Wolf | $186.8K | — | Aug 26, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 2, 2026 | Jenisch Jan Philipp Chairman & CEO | Purchase | 1,000 | $42.4K |
| Sep 2, 2026 | Jenisch Jan Philipp Chairman & CEO | Purchase | 10,000 | $423.7K |
| Sep 2, 2026 | Jenisch Jan Philipp Chairman & CEO | Purchase | 2,000 | $84.9K |
| Sep 2, 2026 | Jenisch Jan Philipp Chairman & CEO | Purchase | 2,000 | $85.1K |
| Sep 2, 2026 | Jenisch Jan Philipp Chairman & CEO | Purchase | 15,000 | $638.0K |
| Aug 27, 2026 | Gibson Dwight Audley Konrad Director | Purchase | 5 | $244 |
| Aug 26, 2026 | Sanche Jacques Wolf Director | Purchase | 4,150 | $186.8K |
| Aug 25, 2026 | Singleton Denise R Chief Legal Officer & Corp Sec | Purchase | 3,500 | $154.4K |
| Aug 25, 2026 | Forrest Nollaig Chief Mktg & Corp Affairs Off | Purchase | 1,500 | $66.2K |
| Aug 17, 2026 | Poletti Samuel Jonas Chief Strategy & M&A Officer | Purchase | 2,510 | $117.8K |
| Aug 12, 2026 | Oran Baris Chief Financial Officer | Purchase | 3,000 | $141.4K |
| Aug 11, 2026 | Oran Baris Chief Financial Officer | Purchase | 3,000 | $142.1K |
| Aug 11, 2026 | Clark Stephen S Chief People Officer | Purchase | 5,260 | $248.9K |
| Aug 11, 2026 | Hill Jaime President, Building Materials | Purchase | 1,500 | $70.7K |
| Aug 11, 2026 | Gross Mario Chief Supply Chain Officer | Purchase | 368 | $17.1K |
| Aug 11, 2026 | Gross Mario Chief Supply Chain Officer | Purchase | 3,200 | $149.2K |
| Aug 11, 2026 | Brouwer Roald Chief Technology Officer | Purchase | 1,500 | $69.5K |
| Jun 30, 2026 | Brouwer Roald Chief Technology Officer | Award | 233 | $10.6K |
| May 22, 2026 | Forrest Nollaig Chief Mktg & Corp Affairs Off | Purchase | 2,000 | $100.5K |
| May 21, 2026 | Brouwer Roald Chief Technology Officer | Purchase | 1,500 | $74.8K |
| May 20, 2026 | Gross Mario Chief Supply Chain Officer | Purchase | 1,200 | $58.4K |
| May 19, 2026 | Gross Mario Chief Supply Chain Officer | Purchase | 1,800 | $89.0K |
| May 19, 2026 | Gross Mario Chief Supply Chain Officer | Purchase | 1,000 | $48.6K |
| May 19, 2026 | Jenisch Jan Philipp Chairman & CEO | Purchase | 3,000 | $149.9K |
| May 19, 2026 | Jenisch Jan Philipp Chairman & CEO | Purchase | 3,001 | $148.9K |
| May 19, 2026 | Jenisch Jan Philipp Chairman & CEO | Purchase | 1,640 | $79.9K |
| May 19, 2026 | Jenisch Jan Philipp Chairman & CEO | Purchase | 2,000 | $97.4K |
| May 19, 2026 | Jenisch Jan Philipp Chairman & CEO | Purchase | 1,360 | $66.0K |
| May 19, 2026 | Jenisch Jan Philipp Chairman & CEO | Purchase | 7,000 | $347.8K |
| May 19, 2026 | Jenisch Jan Philipp Chairman & CEO | Purchase | 1,000 | $48.5K |
| May 15, 2026 | Jenisch Jan Philipp Chairman & CEO | Purchase | 13,417 | $666.7K |
| May 15, 2026 | Jenisch Jan Philipp Chairman & CEO | Purchase | 8,000 | $397.0K |
| May 15, 2026 | Jenisch Jan Philipp Chairman & CEO | Purchase | 7,000 | $343.8K |
| May 5, 2026 | Clark Stephen S Chief People Officer | Purchase | 2 | $114 |
| Apr 21, 2026 | McKelvy Michael E Director | Award | 2,976 | $0 |
| Apr 21, 2026 | McKelvy Michael E Director | Tax withheld | 740 | $42.3K |
| Apr 21, 2026 | Oleas Jurg Amadeo Director | Tax withheld | 157 | $9.0K |
| Apr 21, 2026 | Oleas Jurg Amadeo Director | Award | 2,976 | $0 |
| Apr 21, 2026 | Wilbur Maria Cristina Alapag Director | Tax withheld | 190 | $10.9K |
| Apr 21, 2026 | Roth Pellanda Katja Nicole Director | Award | 2,976 | $0 |
| Apr 21, 2026 | Roth Pellanda Katja Nicole Director | Tax withheld | 190 | $10.9K |
| Apr 21, 2026 | Wilbur Maria Cristina Alapag Director | Award | 2,976 | $0 |
| Apr 21, 2026 | Ladhani Holli C. Director | Tax withheld | 740 | $42.3K |
| Apr 21, 2026 | Rivkin Robert S. Director | Award | 2,976 | $0 |
| Apr 21, 2026 | Rivkin Robert S. Director | Tax withheld | 740 | $42.3K |
| Apr 21, 2026 | Sanche Jacques Wolf Director | Award | 2,976 | $0 |
| Apr 21, 2026 | Gibson Dwight Audley Konrad Director | Award | 2,976 | $0 |
| Apr 21, 2026 | Gibson Dwight Audley Konrad Director | Tax withheld | 740 | $42.3K |
| Apr 21, 2026 | Gangestad Nicholas C Director | Award | 2,976 | $0 |
| Apr 21, 2026 | NEWMAN DONALD P Director | Award | 2,976 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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