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Jun 30, 2023

Eagle Materials Q1 2024 Earnings Report

Eagle Materials reported record first quarter results with EPS growth of 24%.

Key Takeaways

Eagle Materials Inc. reported record first quarter results for fiscal 2024. Revenue reached a record $601.5 million, up 7%, and net earnings were $120.8 million, a 15% increase. Net earnings per diluted share rose by 24% to $3.40, and adjusted EPS increased by 26% to $3.55.

Record Revenue of $601.5 million, up 7%

Record Net Earnings of $120.8 million, up 15%

Record Net Earnings per diluted share of $3.40, up 24%

Adjusted net earnings per share (Adjusted EPS) of $3.55, up 26%

Total Revenue
$602M
Previous year: $561M
+7.1%
EPS
$3.55
Previous year: $2.82
+25.9%
Cement Avg Net Price
$147
Previous year: $128
+15.2%
Gypsum Volume (MMSF)
763M
Previous year: 798M
-4.4%
Gypsum Avg Net Price
$237
Previous year: $219
+8.3%
Gross Profit
$176M
Previous year: $151M
+16.7%
Cash and Equivalents
$53.1M
Previous year: $68.3M
-22.2%
Free Cash Flow
$104M
Previous year: $110M
-4.9%
Total Assets
$2.92B
Previous year: $2.77B
+5.2%

Eagle Materials

Eagle Materials

Eagle Materials Revenue by Segment

Forward Guidance

Looking ahead, Eagle Materials expects demand for cement to remain steady, driven by infrastructure and heavy industrial projects. Residential construction activity is expected to remain resilient.

Positive Outlook

  • Demand for cement to remain steady driven by infrastructure and heavy industrial projects.
  • Residential construction activity remains resilient as the market balances interest rate-related affordability challenges with chronic supply shortages and strong demand.
  • Eagle’s balance sheet strength.
  • Favorable geographic positioning of our operations.
  • Consistent operational and strategic execution.

Challenges Ahead

  • Cyclical and seasonal nature of the Company’s businesses
  • Fluctuations in public infrastructure expenditures
  • Adverse weather conditions
  • Fluctuations in the cost of raw materials
  • Changes in the costs of energy

Revenue & Expenses

Visualization of income flow from segment revenue to net income