AMRZ
Market read
No new filing conclusion is available. 0 of 11 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
Invalidation: The isolated read changes if AMRZ's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 11 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The decrease in Building Envelope Segment Adjusted EBITDA was attributable to price decreases and the impact of lower volumes, as well as higher costs related to inflation and a temporary plant disruption .”10-Q · May 7, 2026 ↗
“The decrease was primarily driven by lower volumes, which reflects softer market demand, and lower pricing.”10-Q · May 7, 2026 ↗
“The decrease in cash used in investing activities for the year ended December 31, 2025 , as compared to the year ended December 31, 2024 , was primarily driven by settling the cash pooling program prior to the Spin-Off of $905 million and a decrease in acquis…”10-K · Feb 18, 2026 ↗
“The increase in cash provided by financing activities three months ended March 31, 2026 , as compared to the three months ended March 31, 2025 , was primarily driven by an increase in proceeds from short-term borrowings of $777 million .”10-Q · May 7, 2026 ↗
Valuation discipline
Price/sales 1.9× · EV/sales 1.7×. Comparisons use only industry-matched filing peers.
Fewer than 4 annual revenue periods; too little history to scaffold scenarios.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for AMRZ. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for AMRZ. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Principal competitors across our products in North America include Carlisle, CertainTeed, GAF, Johns Manville, Owens Corning and RPM.”
“Our principal competitors in the United States are Cemex, Buzzi-Unicem, Heidelberg Materials and CRH, as well as numerous local and regional players.”
Depended on by
“Smaller, independent operators make up the majority of our competition; however, we also face competition in some markets from large, publicly traded United States aggregates producers, including Amrize Ltd, Cemex S.A.B.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
AMRZ is currently a Follower in the organic co-movement group Building Materials & Biotech. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for AMRZ; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.