Amrize has been added to the Zacks Rank #5 (Strong Sell) list after a run of earnings misses, weaker margins and reduced guidance sent the building-materials company's shares down 30% year to date to near a 52-week low of $36. The North American-focused company missed earnings expectations in each of the first two quarters of 2026, with Q1 adjusted earnings a loss of $0.16 per share against a Zacks EPS Consensus of -$0.14 and Q2 adjusted EPS of $0.88 below the consensus estimate of $0.92. Despite Q2 revenue rising 8%, Amrize's adjusted EBITDA margin slipped to 28.2% from 29%, with Building Materials margins contracting 100 basis points and Building Envelope margins falling 350 basis points. Following Q2 results, Amrize revised its 2026 adjusted EBITDA outlook to $3.1-$3.2 billion from $3.25-$3.34 billion, citing oil-driven inflation in freight, diesel and raw-material costs, and FY26 and FY27 EPS projections are now down over 7% in the last 60 days while current quarter and next quarter EPS revisions have fallen more than 13% and 56% in the last two months. Bank of America cited tariffs as a risk to Canadian demand when lowering its outlook for the company, after the U.S. imposed 50% Section 338 tariffs on a wide range of Canadian goods this summer without a USMCA exemption, initially affecting Portland cement before non-white Portland cement was removed from the tariff list effective Sept. 15.
Bank of America CorpAmerize Inc.Amrize added to Zacks Strong Sell after earnings misses, margin contraction, and reduced 2026 EBITDA guidance.
