Amrize Building Materials Company Profile

Background

Amrize Ltd., established as an independent entity in June 2025 following its spin-off from Holcim, is a leading building solutions company dedicated exclusively to the North American market. With a mission to be the partner of choice for professional builders, Amrize offers a comprehensive range of advanced building solutions, serving infrastructure, commercial, and residential construction sectors. The company's vision is to drive innovation and sustainability in construction, addressing the evolving needs of the industry. Operating over 1,000 sites across every U.S. state and Canadian province, Amrize plays a pivotal role in North America's construction landscape.

Key Strategic Focus

Amrize's strategic focus centers on leveraging its extensive footprint and resources to serve the most attractive markets with value-added solutions. The company specializes in both Building Materials and Building Envelope segments, offering products ranging from cement, ready-mix concrete, and aggregates to advanced roofing systems, insulation, coatings, and adhesives. By investing in organic and inorganic growth, Amrize aims to sustain outperformance through market-based pricing, operational synergies, and a growth-focused capital allocation strategy.

Financials and Funding

In 2024, Amrize reported revenues of $11.7 billion, reflecting a 13% compound annual growth rate (CAGR) since 2021. The company achieved an adjusted EBITDA of $3.2 billion, a 16% CAGR over the same period, with an overall 27% adjusted EBITDA margin. Free cash flow for 2024 was $1.7 billion, representing a 15% CAGR since 2021. To support its spin-off and future growth initiatives, Amrize secured a $5.1 billion bridge loan and a $2.0 billion committed credit facility. The company maintains a strong balance sheet with investment-grade credit ratings of BBB+ (S&P) and Baa1 (Moody's).

Pipeline Development

Amrize has a robust pipeline of projects across North America, focusing on infrastructure modernization, commercial construction, and residential development. The company has secured over 200 infrastructure projects in the United States, contributing to revenues between 2023 and 2028. These projects align with Amrize's strategic objectives to capitalize on market opportunities and drive sustainable growth.

Technological Platform and Innovation

Amrize differentiates itself through its commitment to innovation and sustainability. The company offers a comprehensive range of advanced building solutions from foundation to rooftop, addressing the most sophisticated needs of its customers. Amrize's research and development efforts focus on cutting-edge technologies, including low-carbon cement alternatives and energy-efficient roofing systems, aligning with corporate and government net-zero goals. Additionally, Amrize partners with leading construction sector startups to scale up new technologies across its operations.

Leadership Team

• Jan Jenisch: Chairman and CEO. Previously served as Chairman of Holcim. Led the spin-off and establishment of Amrize as an independent entity.

Leadership Changes

The spin-off from Holcim in June 2025 marked a significant leadership transition, with Jan Jenisch assuming the roles of Chairman and CEO of Amrize. This strategic move positions the company to focus exclusively on the North American market under dedicated leadership.

Competitor Profile

Market Insights and Dynamics

The North American construction market is one of the world's most attractive, with over $2 trillion in annual spending across infrastructure, commercial, and residential sectors. Key growth drivers include infrastructure modernization, onshoring of manufacturing, and addressing housing shortages. Amrize's strategic positioning allows it to capitalize on these trends, serving all aspects of the construction market from new builds to repair and refurbishment.

Competitor Analysis

Amrize operates in a competitive landscape alongside key players such as Martin Marietta Materials and Vulcan Materials. While these competitors focus on specific niches within the building materials sector, Amrize's comprehensive product portfolio and extensive geographic reach provide a distinct competitive advantage. The company's diversified offerings and strategic acquisitions position it as a leader in the North American construction market.

Strategic Collaborations and Partnerships

Since 2018, Amrize has completed 36 value-accretive acquisitions, expanding its product mix and market presence. Notable acquisitions include Duro-Last, a manufacturer of polyvinyl chloride roofing systems, and Malarkey, a residential roofing company. These strategic moves enhance Amrize's capabilities in both the Building Materials and Building Envelope segments, strengthening its position in the market.

Operational Insights

Amrize's extensive footprint, with over 1,000 sites across North America, provides a highly efficient and extensive distribution and logistics network. This unparalleled presence enables the company to serve customers in every U.S. state and Canadian province effectively. Amrize's strong mineral reserves and strategic positioning in high-growth markets position it for long-term growth and resilience in the competitive landscape.

Strategic Opportunities and Future Directions

Amrize is poised to unlock its next phase of growth by focusing on serving attractive markets with a range of value-added solutions. The company aims to achieve annual revenue growth of 5-8% and adjusted EBITDA growth of 8-11% from 2025 to 2028. With a growth-focused capital allocation strategy, Amrize plans to invest in both organic and inorganic growth opportunities, driving shareholder value and sustaining outperformance in the evolving construction market.

Contact Information

• Website: amrize.com

• Investor Relations: investors.amrize.com

• Social Media:

• LinkedIn: linkedin.com/company/amrize

• Twitter: @Amrize

• Facebook: facebook.com/Amrize

Amrize's strategic focus, robust financial performance, and commitment to innovation position it as a leader in the North American construction industry, ready to build the future with its partners.