•
Mar 31, 2023

Eagle Materials Q4 2023 Earnings Report

Eagle Materials reported record fourth quarter and fiscal year 2023 results, with revenue up 14% and EPS up 47%.

Key Takeaways

Eagle Materials Inc. reported record fourth-quarter revenue of $470.1 million, a 14% increase, and record EPS of $2.79, up 47%. The company's net earnings were $100.4 million, up 35%.

Record fourth quarter revenue of $470.1 million, up 14%.

Net earnings of $100.4 million, up 35%.

Record diluted earnings per share of $2.79, up 47%.

Adjusted EBITDA of $171.7 million, up 30%.

Total Revenue
$470M
Previous year: $413M
+13.8%
EPS
$2.79
Previous year: $1.9
+46.8%
Cement Avg Net Price
$148
Previous year: $127
+16.4%
Gypsum Volume (MMSF)
756M
Previous year: 750M
+0.8%
Gypsum Avg Net Price
$239
Previous year: $204
+17.2%
Gross Profit
$135M
Previous year: $99.2M
+36.5%
Cash and Equivalents
$15.2M
Previous year: $19.4M
-21.5%
Free Cash Flow
$12.4M
Previous year: $69.4M
-82.1%
Total Assets
$2.78B
Previous year: $2.58B
+7.8%

Eagle Materials

Eagle Materials

Eagle Materials Revenue by Segment

Forward Guidance

The company anticipates continued attractive fundamentals in its markets, despite headwinds relating to higher interest rates and affordability constraints in single-family residential construction.

Positive Outlook

  • Projected funding increases for infrastructure projects.
  • Healthy demand for heavy industrial projects.
  • Healthy demand for multi-family residential construction.
  • Geographical footprint across the US heartland and fast-growing Sunbelt.
  • Financial strength and flexibility.

Challenges Ahead

  • Headwinds relating to higher interest rates.
  • Affordability constraints in single-family residential construction.
  • Cyclical and seasonal nature of the Company’s businesses
  • Fluctuations in public infrastructure expenditures
  • Adverse weather conditions

Revenue & Expenses

Visualization of income flow from segment revenue to net income