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Earnings Callsⓘ
Q2 2026August 7, 2026
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This quarter's results beat expectations, setting a record Q2, primarily driven by strong pricing in Americas materials and acquisition contributions.
Revenue $10.8B +6% YoY, adjusted EBITDA $2.63B +7%, EPS $2.21 +14%, with margins expanding for the 13th consecutive year.
Announced $8.5B acquisition of Arcosa, strengthening its leading position in North American aggregates; participating in 200 data center projects, with robust infrastructure and reindustrialization demand.
Full-year guidance reiterated unchanged: EBITDA $8.1-8.5B, EPS $5.60-6.05; the Arcosa transaction is expected to close in early 2027.
Risks: The Americas building solutions business is weighed down by freight cost inflation and weak residential starts, pressuring short-term margins.