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Sep 30, 2024
Eagle Materials Q2 2025 Earnings Report
Eagle Materials' Q2 2025 financial performance was marked by record revenue and strategic capital allocation.
Key Takeaways
Eagle Materials Inc. reported record revenue of $623.6 million for the second quarter of fiscal 2025, with net earnings of $143.5 million and adjusted EPS of $4.31. The company faced adverse weather conditions affecting sales volumes in the Cement and Concrete and Aggregates businesses but increased cash flow from operations by 35% to $233 million. Eagle Materials completed an aggregates acquisition, returned $69 million to shareholders, and ended the quarter with debt of $1.1 billion.
Achieved record revenue of $623.6 million.
Reported net earnings of $143.5 million, translating to $4.26 per diluted share.
Generated $233 million in cash flow from operations, a 35% increase year-over-year.
Completed a bolt-on aggregates acquisition and returned $69 million to shareholders through share repurchases and dividends.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Eagle Materials remains optimistic about near-term and future opportunities, citing a constructive economic environment with strong employment, supportive inflation data, infrastructure spending, and housing supply shortages.
Positive Outlook
- Employment is strong.
- Recent inflation data should support a more accommodative monetary environment.
- Spending from the Infrastructure Investment and Jobs Act (IIJA) is still in the beginning phases.
- Housing supply remains chronically short because of decade-long production deficits.
- Well-positioned balance sheet should give us substantial financial flexibility and support our capital allocation priorities and long-term growth.
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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