v3.26.1
Organization and basis of presentation (Policies)
3 Months Ended
Mar. 31, 2026
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Basis of presentation Basis of presentation
The Company’s condensed consolidated financial statements and footnotes for the periods prior to the
completion of the Spin-Off were prepared on a “carve-out” basis, and were derived from the consolidated
financial statements and historical accounting records of Holcim. The Company’s condensed consolidated
financial statements for the periods beginning on and after June 23, 2025 are based on its financial position,
results of operations, and cash flows as a stand-alone company.
These unaudited condensed consolidated financial statements have been prepared in accordance with
accounting principles generally accepted in the United States (“U.S. GAAP”) and pursuant to the rules and
regulations of the United States Securities and Exchange Commission (“SEC”) applicable for interim periods.
While the unaudited condensed consolidated financial statements reflect all normal recurring adjustments
that are, in the opinion of management, necessary for fair presentation of the results of the interim period,
they do not include all of the disclosures provided in annual financial statements in accordance with U.S.
GAAP and SEC rules and regulations. These unaudited condensed consolidated financial statements should
be read in conjunction with the Company’s audited consolidated financial statements and accompanying
notes included within the Company’s Form 10-K for the year ended December 31, 2025, filed with the SEC
(“2025 Form 10-K”).
Use of estimates Use of estimates
These unaudited condensed consolidated financial statements are prepared in accordance with U.S. GAAP,
which requires management to make assumptions and estimates about future events and apply judgments
that affect the amounts of assets, liabilities, revenues and expenses reported on these unaudited condensed
consolidated financial statements and accompanying notes. The Company has continued to follow the
accounting policies set forth in the audited consolidated financial statements and accompanying notes
included within the Company’s 2025 Form 10-K filed with the SEC. Management’s assumptions, estimates,
and judgments are based on historical experience, current trends, and other factors that management
believes to be reasonable under the circumstances.
On a regular basis, management reviews the accounting policies, assumptions, estimates, and judgments to
ensure that these unaudited condensed consolidated financial statements are presented fairly and in
accordance with U.S. GAAP, and the Company revises its estimates, as appropriate, when events or changes
in circumstances indicate that revisions may be necessary. These unaudited condensed consolidated
financial statements reflect, in the opinion of management, all material adjustments (which include only
normal recurring adjustments) necessary to fairly state, in all material respects, the results of operations,
financial position, and cash flows of the Company for the periods presented.
Estimates and assumptions have been based on the available information and regulations in place as of
March 31, 2026. Although these assumptions and estimates are based on management’s knowledge of, and
experience with, past and current events, actual results could differ materially from these assumptions and
estimates.
Fair value measurements Fair value measurements
The carrying values of the Company’s Cash and cash equivalents and Short-term borrowings approximate
their fair values because of the short-term nature of these instruments. See Note 10 (Debt) for disclosures on
the fair value of Long-term debt.
Recently issued accounting pronouncements not yet adopted Recently issued accounting pronouncements not yet adopted
In November 2024, the FASB issued ASU 2024-03, Income Statement - Reporting Comprehensive Income -
Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses.
Additionally, in January 2025, the FASB issued ASU 2025-01 to clarify the effective date of ASU 2024-03.
The standard is intended to require more detailed disclosures about specified categories of expenses
(including employee compensation, depreciation and amortization) included in certain expense captions
presented on the face of the statements of operations. ASU 2024-03, as clarified by ASU 2025-01, is
effective for fiscal years beginning after December 15, 2026, and for interim periods within annual reporting
periods beginning after December 15, 2027. Early adoption is permitted. The amendments should be applied
either prospectively to financial statements issued for reporting periods after the effective date of ASU
2024-03 or retrospectively to any or all prior periods presented in the financial statements. The Company is
currently evaluating the new standard to determine the impact ASU 2024-03 may have on its financial
statements and related disclosures, and expects to make additional disclosures upon adoption.
Contingencies Contingencies
In the ordinary course of conducting its business activities, the Company is involved in judicial, administrative,
and regulatory investigations and proceedings, as well as lawsuits and claims of various natures, involving
both private parties and governmental authorities, relating to product liability, workers’ compensation,
automotive liability, general and commercial liability, competition, environmental, employment, health and
safety, and other matters. These claims and proceedings include insured, self-insured, and uninsured matters
that are brought on an individual, collective, representative, and class-action basis.
The Company records a liability for contingencies when the occurrence of a loss is probable and the amount
can be reasonably estimated, and records legal fees as incurred. If a range of amounts can be reasonably
estimated and no amount within the range is a better estimate than any other amount, then the minimum of
the range is accrued. The Company does not accrue liabilities when the likelihood that the liability has been
incurred is probable but the amount cannot be reasonably estimated or when the liability is believed to be
only reasonably possible or remote. For contingencies where an unfavorable outcome is probable or
reasonably possible and which are material, the Company discloses the nature of the contingency and, where
an estimate can reasonably be made, an estimate of the possible loss. Accruals are based on the best
information available, but in certain situations, management is unable to estimate an amount or range of a
reasonably possible loss, including, but not limited to, when: (i) the damages are indeterminate, (ii) the
proceedings are in the early stages, (iii) numerous parties are involved, or (iv) the matter involves novel or
unsettled legal theories.
The aggregate range of reasonably possible losses in excess of accrued liabilities, if any, associated with
these unresolved legal actions is not material. In some cases, the Company cannot reasonably estimate a
range of loss because there is insufficient information regarding the matter. Although it is not possible to
predict with certainty the outcome of these unresolved legal actions, the Company believes that these
actions will not individually or in the aggregate have a material adverse effect on our consolidated results of
operations, financial position, or liquidity.
Self-insurance reserves Self-insurance reserves
The Company’s wholly-owned captive insurance company, Mountain Prairie Insurance Company (“MPIC”),
which is subject to applicable insurance rules and regulations, is the primary insurer for the Company’s
exposure related to workers’ compensation, general liability, property, product liability, and automobile
liability. Additionally, the Company maintains a self-insurance reserve for health insurance programs offered
to eligible employees. The Company purchases excess coverage from unrelated insurance carriers and
obtains third-party coverage for other forms of insurance.
MPIC establishes a reserve for estimated losses on reported claims and those incurred but not yet reported
utilizing actuarial projections and historical trends. The reserves are classified within Other current liabilities
or Other noncurrent liabilities on the condensed consolidated balance sheets based on projections of when
the estimated loss will be paid. The estimates that are utilized to record potential losses on claims are
inherently subjective, and actual claims could differ from amounts recorded, which could result in an increase
or decrease of expense in future periods.