SecBot SecBot
8-K ·Filed Aug 24, 2026

AMRZ

Amrize Ltd
NEUTRAL
Impact 3/10
Horizonimmediate Processed2mo ago SEC0001140361-26-034208
8-K context-dependent: Items 5.02, 7.01
Actionable Insight • Neutral

This is a routine executive succession filing with no material financial impact. Monitor the next quarterly earnings for any strategic shifts under the new CFO, but no immediate trading action is warranted.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d
AMRZ ▼ -14.35% at T+20d
NEUTRAL call -14.35% · α vs SPY -15.33% · entry $44.25 → $37.90
Next anchor: T+60d in 21d
Latest observation: T+42 +6.34% FF3 residual α
Entry = T+0 close
Aug 24, 2026
via day close
T+1d
+1.11%
call +1.11% · α +1.09%
$44.74
settled 2mo ago
T+5d
-3.25%
call -3.25% · α -2.71%
$42.81
settled 8w ago
T+20d
-14.35%
call -14.35% · α -15.33%
$37.90
settled 5w ago
T+60d
Pending
in 21d

Price Chart

Loading chart...

Executive Summary

Amrize Ltd appointed Samuel J. Poletti as CFO, replacing Baris Oran who stepped down for personal reasons. Poletti, previously Chief Strategy and M&A Officer, receives a $725,000 base salary, a 100% target bonus, and a $860,000 PSU grant. This is a routine executive transition with no financial data or guidance provided, making it a neutral event for the stock.

Key Facts

  • Samuel J. Poletti appointed CFO effective August 24, 2026, succeeding Baris Oran.
  • Poletti's initial annual base salary is $725,000 with a target bonus of 100% of base salary.
  • Poletti received additional performance stock units with a grant date fair value of $860,000.
  • Oran stepped down for personal reasons; his departure is not related to any disagreement on financial controls or reporting.
  • Dillon Cumming appointed VP of Investor Relations, effective September 8, 2026.

Financial Impact

CFO compensation package: $725,000 base salary, 100% target bonus (max 200%), $860,000 PSU grant, plus allowances.

executive compensation

Risk Factors

  • No material risks identified from this filing.

Market Snapshot

Exchange
NYSE
Sector
Cement, Hydraulic
Analyst Consensus
70% bullish (27 analysts)

Investment Themes

Materials & Mining

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001140361-26-034208
Document: 0001140361-26-034208-index.html0001140361-26-034208
Document: 0001140361-26-034208.txt0001140361-26-034208
19 reports for AMRZ
Performance horizon
50% Hit rate @ T+1 6 of 12 directional calls Went positive at some point 7 of 12 best @ T+20▲ +5.88%May 21, 2026
Filters
Rows
Reports for AMRZ — sortable, filterable
TypeNow
Sep 3, 2026
7w ago
Insider Cluster
BULLISH ★ 4/10
$44.01 $43.82▼ −0.43%▼ −0.05%$39.24 (−10.84%)
Sep 1, 2026
7w ago
8-K
NEUTRAL ★ 2/10
$42.97 $44.01▲ +2.42%▲ +1.37%$39.24 (−8.68%)
Aug 31, 2026
8w ago
Insider Cluster
NEUTRAL ★ 2/10
$43.70 $42.81▼ −2.04%▼ −1.35%$39.24 (−10.21%)
Aug 26, 2026
8w ago
Insider Cluster
BULLISH ★ 5/10
$44.29 $44.67▲ +0.86%▲ +1.08%$39.24 (−11.40%)
Aug 26, 2026
8w ago
Insider Cluster
BULLISH ★ 4/10
$44.74 $44.29▼ −1.01%▼ −1.66%$39.24 (−12.29%)
Aug 24, 2026
9w ago
8-K
NEUTRAL ★ 3/10
$44.25 $44.74▲ +1.11%▲ +1.09%$39.24 (−11.32%)
Aug 18, 2026
9w ago
Insider Cluster
BULLISH ★ 5/10
$44.63 $45.26▲ +1.41%▲ +1.20%$39.24 (−12.08%)
Aug 13, 2026
10w ago
Insider Cluster
BULLISH ★ 5/10
$46.75 $46.69▼ −0.13%▲ +0.07%$39.24 (−16.06%)
Aug 13, 2026
10w ago
Insider Cluster
BULLISH ★ 6/10
$46.75 $46.69▼ −0.13%▲ +0.07%$39.24 (−16.06%)
Aug 13, 2026
10w ago
Insider Cluster
BULLISH ★ 5/10
$46.75 $46.69▼ −0.13%▲ +0.07%$39.24 (−16.06%)
Showing 10 of 19

US Market Status

Market Closed — Opens Wed (11h 55m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers
Report published Aug 24, 2026