EXP EAGLE MATERIALS INC
Price Chart
Executive Summary
Eagle Materials reported Q4 FY2026 revenue of $479.1M (+2% YoY) and diluted EPS of $1.91, beating the $1.47 consensus by 30%. Full-year revenue was a record $2.31B (+2%), but net earnings fell 9% to $423.8M and adjusted EBITDA declined 5%, reflecting cost headwinds and weaker light materials performance. No guidance provided.
Key Financial Metrics
Actionable Insight
The EPS beat may provide short-term support, but the sustained earnings decline and absence of guidance signal caution. Watch for cement pricing trends and residential construction recovery as key catalysts. Light Materials weakness adds downside risk.
Key Facts
- Q4 revenue $479.1M, +2% YoY vs $470.2M
- Q4 diluted EPS $1.91, -5% YoY from $2.00
- Full-year revenue $2.31B, record high, +2%
- Full-year net earnings $423.8M, -9% vs $463.4M
- Full-year adjusted EBITDA $774.5M, -5% vs $816.7M
- Heavy Materials revenue +10% to $1.6B; Light Materials -9% to $881.4M
- Cement sales volume +8% for FY; Wallboard volume -7%
- Repurchased 1.7M shares for $382M during FY
Financial Impact
EPS beat by $0.44 (30%) vs consensus, but net income declined 10% in Q4 and 9% for the year
Risk Factors
- Continued softness in residential construction pressuring Wallboard volumes and pricing
- Cement net sales prices declining 1-2% YoY
- Geopolitical and trade policy uncertainty weighing on demand outlook
- Rising corporate costs (+21% in FY) compressing margins
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-229599 |
| Document: d129453d8k.htm | 0001193125-26-229599 |
| Document: 0001193125-26-229599-index-headers.html | 0001193125-26-229599 |
| Document: 0001193125-26-229599-index.html | 0001193125-26-229599 |
| Document: 0001193125-26-229599.txt | 0001193125-26-229599 |
| 8-K Data (Synthetic) | 0001193125-26-229599 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 21, 2026
19d ago
|
8-K
| $199.43 $221.01 | ▲ +10.82% | ▲ +9.16% | $214.62 (+7.62%) |
|
May 19, 2026
22d ago
|
8-K
| $199.88 $214.74 | ▲ +7.43% | ▲ +5.14% | $214.62 (+7.37%) |
US Market Status
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