•
Dec 31, 2021

Eagle Materials Q3 2022 Earnings Report

Eagle Materials reported record EPS and increased revenue due to strength in construction activity and team execution amidst supply chain challenges.

Key Takeaways

Eagle Materials reported a 14% increase in revenue to $463 million and a 30% increase in diluted EPS to $2.53. The company repurchased 1.2 million shares of its common stock for $188 million, demonstrating a commitment to returning value to shareholders. Positive demand trends across the geographic footprint, driven by increased residential construction activity and expanded infrastructure investment, are expected to support growing construction activity and attractive pricing.

Revenue increased by 14% to $463 million.

Diluted EPS from continuing operations increased by 30% to a record $2.53.

1.2 million shares of Eagle's common stock were repurchased for $188 million.

The company achieved its best safety performance in its history during the first nine months of the fiscal year.

Total Revenue
$463M
Previous year: $405M
+14.4%
EPS
$2.53
Previous year: $1.94
+30.4%
Cement Avg Net Price
$118
Previous year: $112
+5.8%
Gypsum Volume (MMSF)
695M
Previous year: 727M
-4.4%
Gypsum Avg Net Price
$191
Previous year: $148
+29.4%
Gross Profit
$139M
Previous year: $113M
+22.2%
Cash and Equivalents
$17.4M
Previous year: $143M
-87.8%
Free Cash Flow
$139M
Previous year: $179M
-22.2%
Total Assets
$2.56B
Previous year: $2.73B
-6.1%

Eagle Materials

Eagle Materials

Eagle Materials Revenue by Segment

Forward Guidance

The company expects positive demand trends across its geographic footprint, driven by increased residential construction activity and expanded infrastructure investment. These trends should support growing construction activity and contribute to attractive pricing across the heavy and light materials businesses.

Positive Outlook

  • Positive demand trends across the geographic footprint.
  • Increased residential construction activity.
  • Expanded infrastructure investment.
  • Growing construction activity.
  • Attractive pricing across heavy and light materials businesses.

Challenges Ahead

  • Cyclical and seasonal nature of the businesses.
  • Adverse weather conditions.
  • Fluctuations in commodity prices.
  • Availability of raw materials.
  • Changes in energy costs.

Revenue & Expenses

Visualization of income flow from segment revenue to net income