EXP EAGLE MATERIALS INC

NEUTRAL Impact: 2/10 8-K
Horizon immediate Filed May 21, 2026 Processed 22d 17h ago SEC 0001193125-26-234580
8-K context-dependent: Items 5.02
Latest settled — T+5d
EXP ▲ +10.82% at T+5d
NEUTRAL call ✓ call won +10.82% · α vs SPY +9.16% · entry $199.43 → $221.01
Next anchor: T+20d in 9d
Currently $215.25 · +7.93% from $199.43 entry
Entry anchored
May 21, 2026
via day open
T+1d
+3.58%
call +3.58% · α +2.99%
$206.56
settled 22d ago
T+5d
+10.82%
call +10.82% · α +9.16%
$221.01
settled 15d ago
T+20d
—
call — · α —
—
in 9d
T+60d
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call — · α —
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in 2mo

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Executive Summary

Eagle Materials Inc. filed an 8-K reporting the planned retirement of William R. Devlin, Senior Vice President, Chief Accounting Officer, and Controller, effective June 1, 2026, with a smooth succession to Samuel M. Guzman Jr., who is currently Vice President of Financial Reporting. The filing also details the approval of new FY2027 incentive compensation plans for corporate, business-unit, and special-situation bonuses, which are routine administrative updates. No financial results, guidance, or material operational changes were disclosed.

Actionable Insight

This is a routine officer succession with no financial data. Monitor for any unexpected changes in the advisory transition period or Q1 FY2027 operating results that determine the bonus pool availability.

Key Facts

  • William R. Devlin, SVP & CAO, will retire effective June 1, 2026, and remain in an advisory role for 2-3 months.
  • Samuel M. Guzman Jr. will succeed Devlin as SVP, CAO, and Controller effective June 1, 2026; Guzman was previously VP of Financial Reporting and has prior CAO experience at Beacon Roofing Supply and Liquidity Services.
  • The Compensation Committee approved three new incentive compensation programs for FY2027: the Eagle Plan (1.2% of operating earnings pool), the Business Unit Plan (EBITDA-based pools for subsidiaries), and the Special Situation Program (0.2% of EBITDA plus forfeited amounts).
  • CEO Michael R. Haack is allocated 33% of the Eagle Plan corporate bonus pool; CFO D. Craig Kesler 16%; General Counsel Matt Newby 11%.
  • Business unit bonus pools are set at 2.00% of EBITDA for American Gypsum, 1.90% for cement subsidiaries, 1.80% for Republic Paperboard, and 2.40% for concrete/aggregates.

Financial Impact

No financial figures reported. Bonus pools are formula-based on FY2027 operating earnings and EBITDA; no dollar amounts disclosed.

Risk Factors

  • No material risks identified from this filing; the CAO retirement is planned with a named, qualified successor.

Market Snapshot

Exchange
NYSE
Sector
Cement, Hydraulic
Analyst Consensus
5% bullish (19 analysts)

Documents Analyzed

This report is based on 7 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-234580
Document: d94893dex102.htm0001193125-26-234580
Document: d94893dex101.htm0001193125-26-234580
Document: d94893dex103.htm0001193125-26-234580
Document: 0001193125-26-234580-index-headers.html0001193125-26-234580
Document: 0001193125-26-234580-index.html0001193125-26-234580
Document: 0001193125-26-234580.txt0001193125-26-234580
2 reports for EXP
Performance horizon
Filters
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Reports for EXP — sortable, filterable
Type Now
May 21, 2026
22d ago
8-K
NEUTRAL ★ 2/10
$199.43 $221.01▲ +10.82%▲ +9.16%$215.25 (+7.93%)
May 19, 2026
25d ago
8-K
MIXED ★ 5/10
$199.88 $214.74▲ +7.43%▲ +5.14%$215.25 (+7.69%)
Showing 2 of 2

US Market Status

Market Closed — Opens Mon (47h 25m)

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