Amrize Q3 cement shipments fall 4.2% on year amid weather impacts

Cement-producer Amrize shipped 6.8 million short tons of cement in the third quarter of 2026, down 4.2% from 7.1 million st in Q3 2025, the company said Oct. 29.

Amrize was formed in June 2025 as the result of Swiss-based cement giant Holcim's spinoff of its North American business, and it has 18 cement plants across North America. The company attributed the decline in cement sales to challenging weather conditions that impacted the US construction industry in multiple regions during the quarter.

"Volume performance in the quarter was mixed, with unfavorable pressure from weather, particularly in the Northeast, South and Central regions," Amrize's CFO, Samuel Poletti, said in an earnings call. "These pressures were most pronounced in our cement and aggregates business lines."

In addition to the decrease in cement volumes, Amrize's aggregates sales fell 0.2% year over year.

Despite the dip in shipments, the company said cement demand in North America remains stable.

"Sales of federally funded projects continue to support steady demand," CEO Jan Jenisch said on the call. "The recent infrastructure funding expansion should continue to offer near-term support for infrastructure activity in the US, and we expect the successor bill to drive a long-term infrastructure tailwind for our business."

Jenisch highlighted the benefits for the cement industry in the BUILD America 250 Act, announced in May, which, if passed, would fund public construction projects through 2031.

"The draft Build America 250 Act includes strong funding for cement and aggregates intensive projects," Jenisch said.

The bill includes a $50 billion investment in US bridges as well as funding for roads, transit, rail transportation and highways.

Amrize also sees a promising outlook in the commercial construction sector.

"In commercial construction, we continue to see a strong pipeline of mega projects leading the way for both materials and roofing systems," Jenisch said. "While elevated interest rates could affect the timing of some projects, we expect continued strong long-term demand for these projects, particularly data centers, advanced manufacturing plants and energy projects."

Amrize executives said the company invested $262 million in growth investments, including debottlenecking and production expansions across multiple cement plants.

The company had previously shared its production expansion plans in its first-quarter earnings call.

"These initiatives are focused in attractive markets like Texas, Alberta and Quebec, where we expect population and economic growth to drive customer demand for our solutions in the years to come," Jenisch said.

Amrize reported a net income of $558 million for Q3, up 3.3% from $540 million in Q3 2025.

Platts, part of S&P Global Energy, last assessed the Cement CIF Houston at $93.50/metric ton on Oct. 22, up 8.7% year over year.