Amrize announced a major expansion at its flagship Ste. Genevieve, Missouri cement plant, adding 660,000 short tons of annual capacity and raising the facility’s total output to 5.5 million short tons. The expansion is the largest single increase in the company’s North American network and positions the plant as the continent’s most productive cement facility.
The move is part of Amrize’s $700 million investment program for 2025, underscoring its “Made in America” strategy. By expanding domestic capacity, the company aims to reduce reliance on overseas production, support local jobs, and meet growing demand for high‑quality cement in infrastructure, data‑center, and high‑rise construction projects across the United States.
Amrize’s Q3 2025 results provide context for the expansion. Revenue beat consensus by $0.20 billion, driven by strong demand in the building‑materials segment, while earnings per share missed estimates by $0.04 due to higher raw‑material costs and a one‑time restructuring charge. Management highlighted that the new capacity will help absorb the higher input costs and sustain margin pressure, while also delivering operational leverage as the plant’s utilization rate climbs toward full capacity.
Analysts responded to the expansion and the company’s financial performance with a mix of upgrades and downgrades. Morgan Stanley raised its price target to $61.00 from $60.00, citing improved cash generation and volume growth in the envelope segment, whereas RBC Capital downgraded Amrize from Outperform to Sector Perform but increased its target to $60.00, noting the company’s strong cement network. The divergent views reflect the balance between the company’s strategic investment and the short‑term earnings miss.
Looking ahead, Amrize plans to leverage the expanded capacity to capture market share in the U.S. cement market, support its “Made in America” narrative, and drive long‑term growth. The company’s focus on operational efficiency and domestic manufacturing positions it to benefit from reindustrialization trends and rising infrastructure spending.
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