)
Breedon Group (BREE) investor relations material
Breedon Group Trading Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Financial performance and market conditions
Revenue increased 9% year-on-year for the first ten months, driven by acquisitions, but like-for-like revenue declined 3% due to subdued demand and project delays.
Underlying EBITDA for 2025 is expected in the range of £275–£280 million, with reduced leverage by year-end.
Profitable growth was delivered despite weak residential demand and infrastructure delays in GB and Ireland.
Company consensus for FY 2025 EBITDA is £286.9m, with a range of £278.9m to £292.0m.
Regional trends and outlook
GB market weakened, especially in ready-mixed concrete, now at its lowest in over 60 years; aggregates and asphalt remain resilient.
Irish business robust despite deferred infrastructure projects; National Development Plan signals increased investment.
US business saw a slow start due to weather and project deferrals into 2026; non-residential and infrastructure markets remain resilient, but residential recovery is delayed.
UK infrastructure and housebuilding commitments offer medium-term growth potential, despite current uncertainty.
Pricing and cost environment
Pricing challenging in GB but more resilient than expected; US pricing environment remains positive, while Ireland's tendering prices met expectations.
Cost environment expected to remain benign in 2026, with slightly lower energy costs and ongoing self-help initiatives delivering around $10 million in benefits.
Next Breedon Group earnings date
Next Breedon Group earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage