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Jun 30, 2025
Eagle Materials Q1 2026 Earnings Report
Eagle Materials posted a strong Q1 2026 with record revenue despite macroeconomic headwinds.
Key Takeaways
Eagle Materials delivered record Q1 2026 revenue of $634.7 million driven by growth in both Heavy and Light Materials segments. Although net income and adjusted EBITDA declined year-over-year due to cost pressures, the company reported resilient sales volumes and maintained strong margins.
Revenue reached a record $634.7 million, up 4% YoY.
EPS came in at $3.76 despite an 8% drop in net income.
Cement sales volume rose to 2.0M tons, and gypsum wallboard volume grew 4%.
Adjusted EBITDA totaled $215.0 million, with healthy margin performance.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Eagle Materials remains confident in long-term demand across its end markets and continues to invest in growth and modernization initiatives.
Positive Outlook
- Cement and wallboard volumes remain resilient despite macro headwinds.
- Pricing held firm across most segments.
- Strategic investments continue at Mountain Cement and Duke plants.
- Strong balance sheet with $1.3B in debt and 1.6x leverage.
- Share buybacks totaling $78.6M indicate continued capital return commitment.
Challenges Ahead
- Net income fell 8% YoY despite record sales.
- Adjusted EBITDA declined 4% YoY.
- Wallboard average pricing fell 3% amid input cost normalization.
- Paperboard sales price dropped 5%, impacting margins.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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