Earnings summaries and quarterly performance for EAGLE MATERIALS.
Executive leadership at EAGLE MATERIALS.
Michael Haack
Detailed
Chief Executive Officer
CEO
AH
Alex Haddock
Detailed
Senior Vice President - Investor Relations, Strategy and Corporate Development
CK
Craig Kesler
Detailed
Executive Vice President – Finance and Administration and Chief Financial Officer
EC
Eric Cribbs
Detailed
President – American Gypsum Company LLC
MN
Matt Newby
Detailed
Executive Vice President, General Counsel and Secretary
TT
Tony Thompson
Detailed
Senior Vice President, Cement East
WD
William Devlin
Detailed
Senior Vice President, Controller and Chief Accounting Officer
Board of directors at EAGLE MATERIALS.
Research analysts who have asked questions during EAGLE MATERIALS earnings calls.
AT
Adam Thalhimer
Thompson, Davis & Company, Inc.
6 questions for EXP
Also covers: ACM, AZZ, CX +17 more
Trey Grooms
Stephens Inc.
6 questions for EXP
Also covers: ACA, AZEK, BECN +13 more
Philip Ng
Jefferies
5 questions for EXP
Also covers: AWI, AZEK, BALL +26 more
Brent Thielman
D.A. Davidson
4 questions for EXP
Also covers: AAON, ACA, APOG +27 more
AS
Asher Sohnen
Citigroup Inc.
3 questions for EXP
Also covers: CNM, FOR, TREX +1 more
JR
Jerry Revich
Goldman Sachs Group Inc.
3 questions for EXP
Also covers: AGCO, ALSN, ATMU +28 more
KH
Keith Hughes
Truist Financial Corporation
3 questions for EXP
Also covers: AMRZ, AWI, BLD +21 more
AS
Asher Sohnen
Citigroup
2 questions for EXP
Also covers: CNM
BB
Brian Brophy
Stifel Financial Corp
2 questions for EXP
Also covers: CTOS, ECG, EME +10 more
GG
Garrett Greenblatt
JPMorgan Chase & Co.
2 questions for EXP
Also covers: MLM
Jonathan Bettenhausen
Truist Securities, Inc.
2 questions for EXP
Also covers: MLM
TT
Timna Tanners
Wolfe Research
2 questions for EXP
Also covers: AA, AMRZ, ATI +20 more
AP
Anthony Pettinari
Citigroup Inc.
1 question for EXP
Also covers: AMBP, AMCR, AVY +26 more
JB
Jessie Baron
Jefferies
1 question for EXP
PB
Patrick Brown
Raymond James
1 question for EXP
Also covers: BLX, CLH, CWST +8 more
Recent press releases and 8-K filings for EXP.
EXP Reports Q3 2026 Results
EXP
Earnings
Debt Issuance
Share Buyback
- EXP delivered Q3 2026 revenue of $556 million and EPS of $3.22, achieving a gross profit margin of 28.9%.
- The Heavy Materials segment saw increased revenue to $390 million, driven by a 9% increase in Cement sales volume and an 81% increase in Aggregate sales volume, while the Light Materials segment revenue decreased to $203 million due to lower Wallboard sales volume (down 14%) and prices (down 5%).
- The company strengthened its capital structure by issuing $750 million of 10-year notes with a 5% interest rate and significantly increased shareholder distributions to approximately $150 million through share repurchases of 648,000 shares and quarterly dividend payments.
- The Cement outlook remains favorable due to healthy infrastructure spending and growth in private non-residential construction, whereas the Wallboard outlook is mixed due to challenges in new single-family residential construction.
7 days ago
Eagle Materials Reports Q3 Fiscal 2026 Results with Mixed Sector Performance
EXP
Earnings
Share Buyback
Debt Issuance
- Eagle Materials reported Q3 Fiscal Year 2026 revenue of $556 million and earnings per share of $3.22, with a gross profit margin of 28.9%.
- The heavy materials sector saw revenue increase by 11%, driven by a 9% rise in cement sales volume and an 81% increase in aggregate sales volume.
- The light materials sector experienced a 16% decrease in revenue to $203 million, primarily due to lower wallboard and recycled paperboard sales volume and a 5% decline in wallboard sales prices.
- The company returned nearly $150 million to shareholders in Q3 FY2026 through dividends and the repurchase of approximately 648,000 shares.
- Eagle Materials strengthened its financial position by issuing $750 million in 10-year senior notes and ended the quarter with a Net Debt-to-EBITDA leverage ratio of 1.8 times and $419 million in cash.
7 days ago
Eagle Materials Reports Q3 Fiscal 2026 Results with Mixed Segment Performance and Strategic Capital Allocation
EXP
Earnings
Debt Issuance
Share Buyback
- Eagle Materials reported Q3 Fiscal 2026 revenue of $556 million, earnings per share of $3.22, and a gross profit margin of 28.9%. Revenue was down slightly from the prior year, and EPS decreased 10% from Q3 Fiscal 2025, primarily due to lower wallboard sales volume.
- The heavy materials sector saw revenue increase by 11%, driven by a 9% rise in cement sales volume and a 22% increase in concrete and aggregates revenue. Conversely, the light materials sector experienced a 16% decrease in revenue to $203 million, reflecting lower wallboard and recycled paperboard sales volumes and a 5% decline in wallboard sales prices.
- The company issued $750 million in 10-year senior notes with a 5% interest rate to strengthen its financial position. During Q3 Fiscal 2026, Eagle Materials returned nearly $150 million to shareholders through dividends and repurchases of approximately 648,000 shares.
- Capital spending for fiscal 2026 is expected to be in the range of $430-$450 million, primarily for the modernization of the Mountain Cement plant and the Duke wallboard facility. At December 31, 2025, the company maintained a Net Debt-to-Cap Ratio of 48% and a net debt-to-EBITDA leverage ratio of 1.8 times.
7 days ago
Eagle Materials Reports Q3 Fiscal 2026 Results
EXP
Earnings
Debt Issuance
Share Buyback
- Eagle Materials reported revenue of $556.0 million, net earnings of $102.9 million, and net earnings per share of $3.22 for the third quarter of fiscal 2026, which ended December 31, 2025.
- The company's Adjusted EBITDA was $190.1 million for the quarter.
- During the quarter, Eagle Materials issued $750 million of 10-year senior notes with an interest rate of 5.00%, ending the quarter with net debt of $1.4 billion and a net leverage ratio of 1.8x.
- The company repurchased approximately 648,000 shares of common stock for $142.6 million.
- Heavy Materials sector revenue increased 11% to $390.2 million, while Light Materials sector revenue decreased 16% to $203.5 million.
7 days ago
Eagle Materials Inc. Issues $750 Million Senior Notes
EXP
Debt Issuance
- Eagle Materials Inc. issued $750,000,000 aggregate principal amount of 5.000% Senior Notes due 2036.
- The offering closed on November 13, 2025, generating net proceeds of approximately $734.9 million.
- A portion of the net proceeds will be used to repay outstanding borrowings under the company's revolving credit facility, with the remainder allocated for general corporate purposes.
- Interest on the notes will be paid semi-annually on March 15 and September 15 of each year, commencing March 15, 2026.
Nov 13, 2025, 9:15 PM
Eagle Materials Reports Record Q2 Fiscal 2026 Revenue and EPS, Outlines Capital Spending Plans
EXP
Earnings
Guidance Update
Share Buyback
- Eagle Materials achieved record revenue of $639 million and an EPS of $4.23 for the second quarter of fiscal year 2026.
- The company anticipates total capital spending for fiscal year 2026 to be in the range of $475 million to $500 million, primarily allocated to the modernization and expansion of its Laramie cement plant and Duke wallboard facility.
- Heavy materials sector revenue increased 11%, driven by higher cement sales volume and contributions from recently acquired aggregates businesses, while light materials sector revenue decreased 13% due to lower wallboard sales volume.
- During the quarter, Eagle Materials repurchased approximately 396,000 shares for $89 million and announced cement price increases effective January 1, 2026, across most markets.
Oct 30, 2025, 12:30 PM
Eagle Materials Reports Q2 Fiscal Year 2026 Results
EXP
Earnings
New Projects/Investments
Share Buyback
- Eagle Materials reported record revenue of $639 million and EPS of $4.23 for the second quarter of fiscal year 2026, with EPS down 1% from the prior year.
- The Heavy Materials sector's revenue increased 11%, driven by higher cement sales volume and acquired aggregates businesses, including a 35% rise in organic aggregates sales volume. Cement price increases have been announced for January 1, 2026.
- The company is undertaking significant modernization projects at its Laramie cement plant and Duke wallboard facility, with fiscal 2026 capital spending projected between $475 million and $500 million. Additionally, Eagle Materials repurchased approximately 396,000 shares for $89 million during the quarter.
Oct 30, 2025, 12:30 PM
Eagle Materials Reports Q2 Fiscal 2026 Results, Advances Modernization Projects
EXP
Earnings
New Projects/Investments
Demand Weakening
- Eagle Materials reported record revenue of $639 million and EPS of $4.23 for the second quarter of fiscal year 2026.
- The Heavy Materials sector saw revenue increase 11%, driven by an 8% rise in Cement sales volume and 35% organic Aggregates volume growth, while the Light Materials sector's revenue decreased 13% due to lower Wallboard sales volume and 2% lower prices.
- The company is progressing with its $430 million Laramie Cement plant modernization (expected completion by end of calendar 2026) and the Duke Wallboard plant upgrade (expected completion in the second half of calendar 2027), which are anticipated to reduce manufacturing costs by 25% and 20% respectively.
- Capital spending for fiscal 2026 is projected to be between $475 million and $500 million, and the company repurchased approximately 396,000 shares for $89 million during the quarter.
- The outlook for Cement and Aggregates volumes remains favorable with announced price increases for January 1st, 2026, while Wallboard demand is expected to face near-term headwinds.
Oct 30, 2025, 12:30 PM
Eagle Materials Announces Q2 Fiscal Year 2026 Results
EXP
Earnings
Share Buyback
New Projects/Investments
- EXP (Eagle Materials) reported record revenue of $639 million for Q2 Fiscal Year 2026, a 2% increase year-over-year, with diluted EPS of $4.23.
- The company generated $205 million in operating cash flow and returned approximately $97 million to shareholders, including $89 million in share repurchases.
- Heavy Materials revenue grew to $467 million, driven by an 8% increase in Cement sales volume and a 103% increase in Aggregate sales volume, while Light Materials revenue declined to $213 million due to a 14% decrease in Wallboard sales volume.
- Significant progress was made on the Laramie, Wyoming cement plant modernization, which is expected to reduce operating costs by 25% and increase production by 400,000 tons upon completion in late calendar 2026.
Oct 30, 2025, 12:30 PM
Eagle Materials Reports Second Quarter Fiscal 2026 Results
EXP
Earnings
Share Buyback
New Projects/Investments
- Eagle Materials reported record revenue of $638.9 million and net earnings per diluted share of $4.23 for the second quarter of fiscal 2026, ended September 30, 2025.
- The company repurchased 395,500 shares of its common stock for approximately $89 million during the quarter.
- Heavy Materials sales volume increased, with Cement up 8% and organic Aggregates up 35%, while Gypsum Wallboard sales volume decreased 14%.
- Eagle Materials ended the quarter with $1.3 billion in debt and a net leverage ratio of 1.6x, and continued investments in plant modernization and expansion.
Oct 30, 2025, 10:30 AM
Quarterly earnings call transcripts for EAGLE MATERIALS.
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