Amrize (AMRZ) reported second-quarter 2026 revenues of $3.49 billion, up 8.6% from $3.22 billion a year earlier. Net income rose 14.4% to $476 million, while diluted earnings per share increased to $0.86 from $0.75.
The company returned $502 million to shareholders through share repurchases and dividends during the quarter. Amrize also updated its 2026 guidance, raising full-year revenue expectations to $12.5 billion to $12.7 billion and revising adjusted EBITDA guidance to $3.1 billion to $3.2 billion.
- Second-quarter 2026 revenues were $3.49 billion, compared with $3.22 billion in 2025.
- Net income was $476 million, compared with $416 million a year earlier.
- Diluted EPS was $0.86, up from $0.75 in the prior-year quarter.
- Building Materials revenue rose 8.2% to $2.45 billion.
- Building Envelope revenue rose 9.4% to $1.05 billion.
- Amrize repurchased $197 million of shares and paid $305 million of dividends in the quarter.
- The board declared a second-quarter dividend of $0.11 per share, payable August 26, 2026.
$AMRZ Insider Trading Activity
$AMRZ insiders have traded $AMRZ stock on the open market 27 times in the past 6 months. Of those trades, 27 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $AMRZ stock by insiders over the last 6 months:
- JAN PHILIPP JENISCH (Chairman & CEO) has made 11 purchases buying 107,418 shares for an estimated $5,829,021 and 0 sales.
- MARIO GROSS (Chief Supply Chain Officer) has made 5 purchases buying 7,200 shares for an estimated $372,968 and 0 sales.
- ROALD BROUWER (Chief Technology Officer) has made 3 purchases buying 6,500 shares for an estimated $360,680 and 0 sales.
- IAN A JOHNSTON (Chief Financial Officer) has made 3 purchases buying 5,450 shares for an estimated $327,175 and 0 sales.
- JAIME HILL (President, Building Materials) has made 3 purchases buying 5,184 shares for an estimated $295,196 and 0 sales.
- NOLLAIG FORREST (Chief Mktg & Corp Affairs Off) purchased 2,000 shares for an estimated $100,500
- STEPHEN S CLARK (Chief People Officer) purchased 2 shares for an estimated $113
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$AMRZ Hedge Fund Activity
We have seen 256 institutional investors add shares of $AMRZ stock to their portfolio, and 165 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP removed 6,006,540 shares (-47.2%) from their portfolio in Q1 2026, for an estimated $336,486,370
- DODGE & COX removed 5,385,441 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $301,692,404
- MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. added 4,063,176 shares (+124752.1%) to their portfolio in Q1 2026, for an estimated $227,619,119
- UBS GROUP AG removed 2,536,040 shares (-18.8%) from their portfolio in Q1 2026, for an estimated $142,068,960
- BARCLAYS PLC removed 2,457,549 shares (-53.3%) from their portfolio in Q1 2026, for an estimated $137,671,894
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 2,349,389 shares (+24.3%) to their portfolio in Q1 2026, for an estimated $131,612,771
- JANE STREET GROUP, LLC added 2,123,522 shares (+1775.8%) to their portfolio in Q1 2026, for an estimated $118,959,702
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
