Eagle Materials Earnings Call Transcripts
Fiscal Year 2026
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Record revenue and strong cash flow were achieved despite softness in wallboard, with cement and aggregates volumes boosted by infrastructure and data center demand. Major plant modernizations and disciplined capital allocation position the company for continued growth.
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Q3 FY2026 saw revenue of $556M and EPS of $3.22, with strong heavy materials growth offsetting weaker wallboard demand. Major capital projects and disciplined capital allocation support long-term growth, while liquidity remains robust and competitive pressures persist in Texas.
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Record Q2 revenue and strong Cement/Aggregates growth offset lower Wallboard demand, with major plant upgrades on track and capital spending focused on long-term efficiency. Balance sheet remains strong, supporting continued investment and shareholder returns.
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Record Q1 revenue and strong cash flow were achieved despite weather and housing headwinds. Cement and aggregates volumes grew, while wallboard demand stayed subdued but margins held firm. Major plant expansions and sustainability progress support a positive long-term outlook.
Fiscal Year 2025
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Record annual revenue and EPS achieved despite weather-related headwinds and muted volumes in heavy materials. Major investments in plant modernization and sustainability, strong capital returns, and a robust balance sheet position the company for future growth.
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Near-record Q3 revenue was achieved despite weather-driven cement volume declines, with strong wallboard and paperboard performance offsetting lower heavy materials results. Strategic investments, including the Bullskin acquisition, and disciplined capital allocation supported long-term growth.
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Record Q2 revenue of $624M and 35% higher cash flow were driven by strong wallboard demand and price increases, while heavy materials volumes declined due to weather and project delays. Major maintenance projects and acquisitions position the company for future growth.
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Record quarterly revenue and EPS growth were achieved despite weather-related volume delays, driven by higher prices and operational efficiency. Strong demand outlook in cement and stable margins in both segments are supported by disciplined capital allocation and ongoing sustainability investments.