secwatch.observer — SEC 8-K summary
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Issuer:     Amrize Ltd (AMRZ)
CIK:        0002035989
Form:       8-K
Filed at:   2026-08-06T20:51:35+00:00
Accession:  0002035989-26-000064
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Amrize Q2 revenue up 8.6% to $3.49B, net income +14.4%; revises FY guidance; prior-period accounting errors
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- Q2 revenue $3,494M (+8.6%), net income $476M (+14.4%), diluted EPS $0.86 (+14.7%).
- Adjusted EBITDA $986M (+5.8%), margin 28.2% vs 29.0% a year ago.
- FY 2026 guidance: revenue raised to $12.5-12.7B; adjusted EBITDA revised to $3.1-3.2B on oil cost inflation.
- Identified $78M deferred revenue understatement from Duro-Last (2023) and Malarkey (2022) acquisitions; prior periods revised.
- Returned $502M to shareholders via buybacks ($197M) and dividends; $1B buyback program launched.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/2035989/000203598926000064/0002035989-26-000064-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/2035989/000203598926000064/amrize-20260806.htm
  HTML page:      https://secwatch.observer/filing/0002035989-26-000064

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer