The earnings call presented a balanced view with record revenue and strong operational performance. However, challenges were noted in the cement sector, and earnings per share decreased. The outlook for Wallboard remains subdued due to housing affordability issues.

Company Guidance -

Q2 2026

During the Eagle Materials First Quarter of Fiscal 2026 Earnings Conference Call, the company reported a record first-quarter revenue of $634.7 million, with diluted net earnings per share of $3.76. Despite challenging weather conditions, cement volumes increased year-over-year for the first time since December 2023, and aggregate sales volume rose by 117%, driven by recent acquisitions. The call highlighted Eagle's safety performance, with a total recordable incident rate below the industry average, and sustainability initiatives, including meeting their 2030 midterm cement CO2e intensity goal early. The company continues to invest in modernization projects, with capital spending expected to range from $475 million to $525 million for fiscal 2026. Eagle also repurchased 358,000 shares, returning $87 million to shareholders, and maintained a net debt-to-EBITDA leverage ratio of 1.6x. The management expressed cautious optimism about infrastructure and cement demand, while acknowledging challenges in the wallboard market due to housing affordability issues.

Record First Quarter Revenue

Eagle Materials reported a record first quarter revenue of $634.7 million, an increase of 4% year-over-year.

Strong Safety and Sustainability Performance

The company maintained its recordable incident rate well below the industry average and met its 2030 midterm cement CO2e intensity goal early.

Improved Aggregate Volumes

Aggregate sales volume increased by 117%, with organic growth of 29% year-over-year.

Robust Cash Flow and Strategic Investments

Operating cash flow increased by 3% to $137 million. The company is investing in modernizing its Mountain Cement plant and Duke Wallboard facility.

Significant Share Repurchase

Eagle Materials repurchased 358,000 shares of its common stock for $79 million during the first quarter.

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

Daily Earnings Calendar >

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 (EXP) report earnings?

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

What is Eagle Materials (EXP) earnings time?

Eagle Materials (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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