CRH CEO Jim Mintern on stock outperforming the materials sector

CRH CEO Jim Mintern told Frank Holland the $145B U.S. road market and $100B water opportunity are fueling a bullish outlook. Minter noted that 90% of CRH's revenue comes from public sector customers, making it a stable, recurring revenue stream. He also discussed the potential benefits of the Trump tax and spending bill and the impact of rate cuts on residential construction. CRH's role in AI build-outs, including water, energy, and communications infrastructure, was also highlighted.