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Mar 31, 2024

Eagle Materials Q4 2024 Earnings Report

Eagle Materials reported a slight increase in revenue but a decrease in net earnings and diluted earnings per share for Q4 2024, while facing adverse weather conditions and increased maintenance costs.

Key Takeaways

Eagle Materials reported a 1% increase in revenue to $476.7 million for Q4 2024, but net earnings decreased by 23% to $77.1 million and diluted earnings per share decreased by 20% to $2.24. The results were affected by adverse weather conditions and increased maintenance costs, particularly in the Cement and Concrete and Aggregates segments.

Revenue increased by 1% to $476.7 million.

Net earnings decreased by 23% to $77.1 million.

Diluted earnings per share decreased by 20% to $2.24.

Cement and Concrete and Aggregates results were affected by adverse weather conditions and increased maintenance costs.

Total Revenue
$477M
Previous year: $470M
+1.4%
EPS
$2.24
Previous year: $2.79
-19.7%
Cement Sales Volume
1.32M
Cement Avg Net Price
$155
Previous year: $148
+4.8%
Gypsum Volume (MMSF)
747M
Previous year: 756M
-1.2%
Gross Profit
$120M
Previous year: $135M
-11.6%
Cash and Equivalents
$34.9M
Previous year: $15.2M
+129.1%
Free Cash Flow
$30.9M
Previous year: $12.4M
+149.0%
Total Assets
$2.95B
Previous year: $2.78B
+6.0%

Eagle Materials

Eagle Materials

Eagle Materials Revenue by Segment

Forward Guidance

Eagle Materials anticipates solid underlying fundamentals in its markets during fiscal 2025, supported by large-scale infrastructure spending, domestic manufacturing projects, and increased residential construction activity.

Positive Outlook

  • Large-scale infrastructure spending should support strong demand for cement.
  • Domestic manufacturing projects should support strong demand for cement.
  • Increased residential construction activity is anticipated as mortgage rates stabilize.
  • The well-documented housing supply shortage continues.
  • Geographical footprint across the U.S. heartland and fast-growing Sun Belt region positions the company to capitalize on market dynamics.

Challenges Ahead

  • Cement results were affected by increased maintenance costs in Q4.
  • Adverse weather conditions affected Cement and Concrete and Aggregates results in Q4.
  • Potential risks associated with economic conditions, including inflation and recessionary conditions.
  • Changes in interest rates could affect demand for products.
  • Possible impacts from natural disasters and health emergencies.

Revenue & Expenses

Visualization of income flow from segment revenue to net income