Amrize AG

SWX:AMRZ Stock Report

Market Cap: CHF 22.3b

Amrize Management

Management criteria checks 0/4

Amrize's CEO is Jan Jenisch, appointed in Jun 2025, has a tenure of 1.08 years. total yearly compensation is $13.47M, comprised of 11.5% salary and 88.5% bonuses, including company stock and options. directly owns 0.41% of the company’s shares, worth CHF90.78M. The average tenure of the management team and the board of directors is 1.1 years and 1.1 years respectively.

Key information

Jan Jenisch

Chief executive officer

US$13.5m

Total compensation

CEO salary percentage11.47%
CEO tenure1.1yrs
CEO ownership0.4%
Management average tenure1.1yrs
Board average tenure1.1yrs

Recent management updates

Recent updates

Narrative Update Jul 24

AMRZ: Texas Expansion And Cost Pressures Will Shape Execution Outlook

The analyst fair value estimate for Amrize has been adjusted from CHF 40.48 to CHF 41.84, reflecting a blend of higher CHF 56.60 and CHF 54 price targets from some firms, along with more cautious revisions related to energy costs, government spending, and pricing pressure in roofing and cement. Analyst Commentary Recent research on Amrize shows a split view, with some large firms lifting price targets while other bearish analysts highlight execution risks around energy costs, government spending, and pricing power in key product lines.
Narrative Update Jul 10

AMRZ: Future US Manufacturing Expansion Will Drive Earnings Resilience

The analyst price target for Amrize has been adjusted modestly higher, reflecting a fair value move from CHF 48.96 to CHF 50.16. Analysts are factoring in slightly stronger revenue growth assumptions, a higher future P/E, and ongoing cost and pricing pressures highlighted in recent research.
Narrative Update Jun 26

AMRZ: Saint-Constant Modernization And 2026 Guidance Will Support Bullish Outlook

The analyst price target for Amrize has been trimmed by CHF 4.02 to reflect updated fair value and margin assumptions, even as analysts cite a mix of recent target cuts and one upgrade in their revised outlook. Analyst Commentary Recent Street research on Amrize points to a mixed but constructive backdrop, with several firms trimming price targets while a group of bullish analysts highlight areas where they see valuation support and execution strengths.
New Narrative Jan 25

Long Duration Infrastructure And Data Center Demand Will Support A Stronger Margin Profile

Catalysts About Amrize Amrize supplies building materials and building envelope solutions to infrastructure, commercial and residential construction customers across North America. What are the underlying business or industry changes driving this perspective?
Analysis Article Jan 11

Is Amrize (VTX:AMRZ) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article Dec 20

Amrize AG (VTX:AMRZ) Shares Could Be 48% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Amrize is CHF82.29 based on 2 Stage Free Cash Flow to Equity Current share...

CEO Compensation Analysis

How has Jan Jenisch's remuneration changed compared to Amrize's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

US$1b

Dec 31 2025US$13mUS$2m

US$1b

Sep 30 2025n/an/a

US$1b

Jun 30 2025n/an/a

US$1b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$4mUS$2m

US$1b

Compensation vs Market: Jan's total compensation ($USD13.47M) is above average for companies of similar size in the Swiss market ($USD5.90M).

Compensation vs Earnings: Jan's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.


CEO

Jan Jenisch (60 yo)

1.1yrs
Tenure
US$13,466,330
Compensation

Mr. Jan Philipp Jenisch, Iic. Rer. Pol, is CEO & Chairman of Amrize AG from June 23, 2025. Mr. Jenisch was Chairman of Holcim AG (also known as Holcim Ltd) since May 04, 2023 until May 15, 2025. He had bee...


Leadership Team

NamePositionTenureCompensationOwnership
Jan Jenisch
CEO & Chairman1.1yrsUS$13.47m0.41%
CHF 90.8m
Denise Rene Singleton
Chief Legal Officer & Corporate Secretaryno dataUS$3.37m0.00072%
CHF 160.4k
Jaime Hill
President of Building Materials1.1yrsUS$3.23m0.0051%
CHF 1.1m
James Gosa
President of Building Envelopeno dataUS$5.02m0.0075%
CHF 1.7m
Baris Oran
Chief Financial Officerless than a yearno datano data
Richard Hoffman
Chief Accounting Officer & Corporate Controllerno datano datano data
Roald Brouwer
Chief Technology Officer1.1yrsno data0.0036%
CHF 804.1k
Jim Gross
Chief Information Officerno datano datano data
Emily Sturges
Chief Compliance Officerno datano datano data
Mike Friedman
Chief Communications Officerno datano datano data
Nollaig Forrest
Chief Marketing & Corporate Affairs Officer1.1yrsUS$1.96m0.0036%
CHF 810.8k
Stephen Clark
Chief People Officer1.1yrsno data0.00095%
CHF 211.6k
1.1yrs
Average Tenure
56yo
Average Age

Experienced Management: AMRZ's management team is not considered experienced ( 1.1 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Jan Jenisch
CEO & Chairman1.1yrsUS$13.47m0.41%
CHF 90.8m
Holli Ladhani
Independent Director1.1yrsUS$208.48k0.00040%
CHF 89.1k
Jurg Oleas
Independent Director1.1yrsUS$219.00k0.0038%
CHF 841.9k
Robert Rivkin
Independent Director1.1yrsUS$208.48k0.00040%
CHF 89.1k
Donald Newman
Directorless than a yearno datano data
Jacques Wolf Sanche
Directorless than a yearno data0.00048%
CHF 106.9k
Michael McKelvy
Independent Director1.1yrsUS$208.48k0.00040%
CHF 89.1k
Nicholas Gangestad
Lead Independent Director1.1yrsUS$226.89k0.00076%
CHF 169.3k
Dwight Audley Gibson
Independent Director1.1yrsUS$208.48k0.00040%
CHF 89.1k
Katja Pellanda
Independent Director1.1yrsUS$208.48k0.00050%
CHF 111.4k
Maria Cristina Wilbur
Independent Director1.1yrsUS$219.00k0.00053%
CHF 118.0k
1.1yrs
Average Tenure
61yo
Average Age

Experienced Board: AMRZ's board of directors are not considered experienced ( 1.1 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/27 17:14
End of Day Share Price 2026/07/24 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Amrize AG is covered by 30 analysts. 23 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Tom ZhangBarclays
Katherine HearneBarclays
Harry GoadBerenberg