The earnings call indicates a mixed sentiment. While Eagle Materials achieved record revenue and demonstrated strong performance in aggregates and cement volumes, challenges remain with declining earnings per share and subdued wallboard market outlook. The company is actively investing in growth and sustainability, which shows promise for future performance.

Company Guidance

During the Eagle Materials First Quarter of Fiscal 2026 Earnings Conference Call, the company reported record first quarter revenue of $634.7 million, a 4% increase from the previous year, with a diluted net earnings per share of $3.76. Despite challenging weather conditions, cement and aggregates volumes showed significant year-over-year improvements, with aggregates seeing a 117% increase, including acquisitions. The company maintained a low total recordable incident rate, showcased progress in sustainability, and met its 2030 midterm cement CO2e intensity goal early. Operating cash flow rose by 3% to $137 million, while capital spending increased to $76 million, aligning with modernization projects. Eagle's net debt-to-cap ratio was 46%, with a net debt-to-EBITDA leverage ratio of 1.6x, and $60 million in cash on hand. The company also repurchased 358,000 shares for $79 million. Guidance indicated stable demand trends, particularly in infrastructure, though wallboard demand remained subdued due to housing affordability issues.

Record First Quarter Revenue

Eagle Materials reported record first quarter revenue of $634.7 million, a 4% increase primarily due to higher cement and wallboard sales volume and contributions from recently acquired aggregates businesses.

Safety and Sustainability Progress

The company maintained its safety performance with a total recordable incident rate well below the industry average. Eagle also met its 2030 midterm cement CO2e intensity goal early and enhanced its sustainability reporting.

Strong Aggregates and Cement Volumes

Aggregates volumes improved meaningfully year-over-year, with a 117% increase in aggregate sales volume, including contributions from acquisitions. Cement volumes saw a year-over-year increase, impressive given major weather disruptions.

Continued Investment in Growth

Eagle is investing in modernizing and expanding the Laramie, Wyoming cement plant and the Duke, Oklahoma wallboard plant. The company also repurchased 358,000 shares for $79 million and paid $87 million in dividends.

Eagle Materials (EXP) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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EXP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2026 (Q2)	4.35 / -	4.313	―	―	―
Jul 29, 2025	2026 (Q1)	3.68 / 3.91	3.94	-0.84% (-0.03)
May 20, 2025	2025 (Q4)	2.48 / 2.08	2.372	-12.31% (-0.29)
Jan 29, 2025	2025 (Q3)	3.91 / 3.59	3.845	-6.63% (-0.26)
Oct 29, 2024	2025 (Q2)	4.67 / 4.31	4.28	0.77% (+0.03)
Jul 30, 2024	2025 (Q1)	3.54 / 3.94	3.55	10.99% (+0.39)
May 21, 2024	2024 (Q4)	2.67 / 2.37	2.79	-14.98% (-0.42)
Jan 25, 2024	2024 (Q3)	3.56 / 3.85	3.2	20.16% (+0.65)
Oct 26, 2023	2024 (Q2)	4.25 / 4.28	3.72	15.05% (+0.56)
Jul 27, 2023	2024 (Q1)	3.57 / 3.55	2.82	25.89% (+0.73)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

EXP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$220.92	$227.58	+3.01%
May 20, 2025	$241.64	$220.41	-8.79%
Jan 29, 2025	$257.72	$253.14	-1.78%
Oct 29, 2024	$288.07	$281.97	-2.12%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Eagle Materials Inc (EXP) report earnings?

Eagle Materials Inc (EXP) is schdueled to report earning on Oct 23, 2025, Before Open (Confirmed).

What is Eagle Materials Inc (EXP) earnings time?

Eagle Materials Inc (EXP) earnings time is at Oct 23, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is EXP EPS forecast?

EXP EPS forecast for the fiscal quarter 2026 (Q2) is 4.35.

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