Heidelberg Materials (HEI GY) CEO sees slightly better market for building materials in 2026 and sees growth in 2026 driven by infrastructure, defence spending, and subdued market for housing; comfortable with FY guidance for 2025 operating result

Heidelberg Materials' CEO indicated a cautiously optimistic outlook for the building materials market in 2026, driven by infrastructure and defense spending, while acknowledging a weaker housing market.

Newsquawk StaffPublished 21 Jan 2026, 13:05 UTCOn the live feed at 12:45 UTC — 3 more headlines followed before this page went public

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13:00

Prologis (PLD) Q4 2025 (USD): EPS 1.49 (exp. 0.70), Revenue 2.25bln (exp. 2.09bln); Core FFO 1.44/shr; sees FY26 AFFO at 6.05-6.25 (exp. 5.81)

12:58

Around six borrowers are eyeing US IG bond sales on Wednesday, according to a Bloomberg survey

12:45

Heidelberg Materials (HEI GY) CEO sees slightly better market for building materials in 2026 and sees growth in 2026 driven by infrastructure, defence spending, and subdued market for housing; comfortable with FY guidance for 2025 operating result

12:44

GE Vernova (GEV) says gas turbine backlog grew to 80GW at end of 2025 (prev. 46GW in 2024)

12:37

Russian Defence Ministry says Russian strategic bombers carried out patrol over sea of Japan, Interfax

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Will consider acquisitions of all sizes and rules out deals of more than EUR 10bln.

Context

The firm’s comfort with FY 2025 guidance suggests stability in operations, but their focus on acquisitions under EUR 10 billion may restrict growth potential. This information signals a strategic approach to growth amidst a challenging market, which could influence investor sentiment towards the stock and the broader construction materials sector.

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