Eagle Materials beats estimates with record revenue, shares rise

Published 29/07/2025, 11:40
 Eagle Materials beats estimates with record revenue, shares rise

DALLAS - On Tuesday, Eagle Materials Inc . (NYSE:EXP) reported record first-quarter fiscal 2026 revenue of $634.7 million, exceeding analyst estimates of $610.96 million and marking a 4% increase YoY. The company posted adjusted earnings of $3.76 per share, slightly above the $3.73 consensus estimate, though down 5% from the same period last year.

Shares of Eagle Materials rose 0.70% in pre-market trading following the announcement.

The company faced headwinds from "ongoing macroeconomic and policy uncertainty as well as adverse weather conditions across many of our markets," according to Michael Haack, President and CEO.

"Eagle had a solid start to fiscal 2026," said Haack. "Our portfolio of businesses continued to perform well, and our end markets remained resilient."

Revenue in the Heavy Materials sector increased 5% to $421.3 million, driven by higher cement sales volume and contributions from recently acquired aggregates businesses. Light Materials sector revenue rose 1% to $250.6 million, with Gypsum Wallboard sales volume increasing 4%, though the average net sales price declined 3%.

Despite the revenue growth, net earnings fell 8% to $123.4 million, primarily due to higher cement operating costs and increased corporate expenses. The company maintained a strong balance sheet with a net leverage ratio of 1.6x, repurchasing approximately 358,000 shares for $79 million during the quarter.

Haack expressed confidence in long-term growth prospects, noting that "the nation’s aging infrastructure continues to need renovation and expansion, which should benefit us as a U.S. domestic-only manufacturer of construction products and buildings materials."

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