Eagle Materials Inc., operating through its subsidiaries across the United States, stands as a key producer and supplier of both heavy construction ...
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$1.00 per share
Est. EPS $4.08 · Revenue $640.82M · 5 analysts
$1.00 per share
Est. EPS $3.21 · Revenue $563.94M · 4 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $2.3B | +2.1% | +35.9% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $423.8M | -8.5% | +69.8% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +28.3% | -5.1% | +11.6% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +24.3% | -8.3% | +28.5% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +18.4% | -10.5% | +24.9% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $197.4M | -44.1% | +268.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +8.6% | -45.3% | +224.2% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 121.8% | +39.1% | -0.9% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 3.66x | +33.9% | -11.6% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $3.8B | +17.7% | +1.7% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 13.12 vs 12.92 | +1.5% | 3.29 vs 3.37 | -2.4% |
| Revenue Surprise | $2.3B vs $2.3B | +1.2% | $651.0M vs $620.3M | +4.9% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | Thompson Tony | officer: Senior Vice President | Common Stock | D | 3,074 | $203.96 |
| Aug 5, 2026 | Gregorio Mauro | director | Common Stock | D | 1,173 | — |
| Aug 3, 2026 | Carter Margot Lebenberg | director | Common Stock | D | 561 | $212.35 |
| Jul 31, 2026 | Carter Margot Lebenberg | director | Common Stock | D | 478 | $204.00 |
| Jul 31, 2026 | Carter Margot Lebenberg | director | Common Stock | D | 2,517 | $203.57 |
Operator: Good day, everyone, and welcome to the Eagle Materials First Quarter of Fiscal 2026 Earnings Conference Call. This call is being recorded. At this time, I would like to turn the call over to Eagle's President and Chief Executive Officer, Mr. Michael Haack. Mr. Haack, please go ahead, sir. Michael R. Haack: Thank you, Chuck. Good morning. Welcome to Eagle Materials conference call for our First Quarter of Fiscal Year 2026. This is Michael Haack. Joining me today are Craig Kesler, our Chief Financial Officer; and Alex Haddock, Senior Vice President of Investor Relations, Strategy and Corporate Development. There will be a slide presentation made in connection with this call. To access it, please go to eaglematerials.com and click on the link to the webcast. While you're accessing the slides, please note that the first slide covers our cautionary disclosure regarding forward-looking statements made during this call. These statements are subject to risks and uncertainties that could cause results to differ from those discussed during the call. For further information, please refer to this disclosure, which is also included at the end of our press release. Thank you for joining us today. I'm pleased to report that we had a solid start to our fiscal year 2026. We generated record first quarter revenue of $634.7 million and diluted net earnings per share of $3.76 despite challenging weather conditions across many of our cement, concrete and aggregate markets. Throughout our history, our low-cost producer position and operational focus has helped us weather tougher periods in the cycle and capture the benefits of stronger conditions. Regardless of specific near-term conditions, our operations maintain the same disciplined focus every quarter and every year. Improving our operational metrics is always a key priority in this long-term multi-cycle approach to operational improvement is an important competitive advantage for Eagle Materials. For me, that all starts with our safety performance. I'm pleased we continued our safety progress maintaining our total recordable incident rate well below the industry average and near our all-time record as a company. And as always, we aim to do better to establish our safety culture, so it is self-sustaining. The progress we've made is tangible and I'm grateful to our employees for their relentless efforts. We've also made substantial progress in our sustainability initiatives. Capturing the economic benefits of being a low-cost producer means sustainability has always been part of our operational DNA. We are always looking for ways to do more with less. Over the last 5-plus years, we have expanded our investments that offer us good returns, focused on improving our sustainability. I think our progress is evidenced and our results across several initiatives, which can be found in our newly published updated sustainability report. To highlight just a few examples, we met our 2030 midterm cement CO2e …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Michael R. Haack | Chief Executive Officer, President & Director | USD 3,187,624 | Male | 1973 | Active |
D. Craig Kesler | Executive Vice President of Finance & Administration and Chief Financial Officer | USD 1,614,461 | Male | 1976 | Active |
Matthew Newby | Executive Vice President, General Counsel & Secretary | USD 1,191,799 | Male | 1977 | Active |
Eric Cribbs | President of American Gypsum Company | USD 894,863 | Male | 1973 | Active |
Tony Thompson | Senior Vice President of Cement East | USD 777,602 | Male | 1974 | Active |
William R. Devlin | Advisor | USD 376,223 | Male | 1966 | Active |
Samuel Guzman Jr. | Senior VP, Chief Accounting Officer & Controller | — | Male | 1976 | Active |
Tony Sneska | Senior Vice President of Cement Sales & Marketing | — | — | — | Active |
Alex Haddock | Senior Vice President of Investor Relations, Strategy & Corporate Development | — | Male | 1987 | Active |
Tom Hamp | Senior Vice President of Cement West | — | — | — | Active |
Eagle Materials NYSE: EXP reported record first-quarter fiscal 2027 revenue of $651 million, up 3% from a year earlier, as higher cement volumes, record recycled paperboard sales and increased aggregates sales offset weaker wallboard results.
Eagle Materials Inc. (EXP) Q1 2027 Earnings Call Transcript
The headline numbers for Eagle Materials (EXP) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Eagle Materials (EXP) came out with quarterly earnings of $3.29 per share, beating the Zacks Consensus Estimate of $3.26 per share. This compares to earnings of $3.76 per share a year ago.
DALLAS--(BUSINESS WIRE)--Eagle Materials Inc. (NYSE: EXP) today reported financial results for the first quarter of fiscal 2027 ended June 30, 2026. Notable items for the quarter are highlighted below. (Unless otherwise noted, all comparisons are with the prior year's fiscal first quarter.) First Quarter Fiscal 2027 Highlights Record Revenue of $651.0 million, up 3% Net Earnings of $102.1 million, down 17% Net Earnings per diluted share of $3.29, down 13% Cashflow from Operations of $154 millio.
