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Euro Spend '25: Infra & Construct Materials
9 tickers · $316.27B total market cap
Group: Euro Spend
A European infrastructure boom is underway as fiscal stimulus flows into road, rail, housing, water, and green retrofit megaprojects. This is driving margin and volume expansion across vertically integrated materials suppliers and construction majors.
Euro Spend '25: Infra & Construct Materials tracks 9 publicly listed stocks in this theme: BDX.WAR, BZZUY, CRH, DG.PA, FER.MC, HEI.XETRA, HOLN.SW, WIE.VI, WY. See the constituent table for details.
Thesis update: 2025-04-08
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Vinci S.A.DG.PA | 02/05/2026 (AMC) | — | 10.22% | — | -9.65% | — | $80.74B | 11.1111 |
CRH plcCRH | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 2.84% | 1.77% | -9.60% | -14.66% | $69.09B | 11.1111 |
Holcim LtdHOLN.SW | 02/27/2026 (BMO) | — | -0.74% | — | -2.10% | — | $49.98B | 11.1111 |
Ferrovial SEFER.MC | 07/28/2025 (AMC) | — | -0.82% | — | 24.20% | — | $47.90B | 11.1111 |
HeidelbergCement AGHEI.XETRA | 11/06/2025 (AMC) | — | -0.76% | — | -13.00% | — | $35.14B | 11.1111 |
Weyerhaeuser CompanyWY | 04/30/2026 (BMO) | 04/30/2026 (BMO) | -1.04% | -1.07% | -5.93% | -4.59% | $16.49B | 11.1111 |
Buzzi Unicem S.p.A.BZZUY | 02/05/2026 (BMO) | — | 7.34% | — | -16.15% | — | $9.43B | 11.1111 |
Budimex S.A.BDX.WAR | 05/06/2026 (BMO) | 05/06/2026 (BMO) | 2.26% | 3.19% | -13.91% | -3.31% | $4.65B | 11.1111 |
Wienerberger AGWIE.VI | 05/13/2026 (AMC) | 05/13/2026 (AMC) | -1.72% | -3.74% | -17.87% | -3.49% | $2.85B | 11.1111 |
| Average | 1.95% | 0.04% | -7.11% | -6.51% | $35.14B | 11.1111 | ||
| Median | -0.74% | 0.35% | -9.65% | -4.04% | $35.14B | 11.1111 | ||
| Std Dev | 3.99% | 2.67% | 12.01% | 4.73% | $27.07B | 0.0% | ||
| Min | -1.72% | -3.74% | -17.87% | -14.66% | $2.85B | 11.1111 | ||
| Max | 10.22% | 3.19% | 24.20% | -3.31% | $80.74B | 11.1111 | ||
| % Positive Tickers | 44.44% | 50.00% | 11.11% | 0.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.