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Mar 31
Eagle Materials Q4 2025 Earnings Report
Eagle Materials reported a slight revenue decline and lower earnings due to weather and maintenance costs.
Key Takeaways
Eagle Materials faced headwinds in Q4 2025 from adverse weather and elevated maintenance costs, particularly impacting its cement and concrete segments. Despite this, the company remains focused on growth and operational expansion.
Eagle Materials
Eagle Materials
Eagle Materials Revenue by Segment
Forward Guidance
Eagle Materials maintains a positive long-term outlook, underpinned by strategic investments and a strong balance sheet, despite short-term weather-related challenges.
Positive Outlook
- Announced $330M investment to expand Duke, OK gypsum plant
- Commissioned new slag-cement facility in Houston
- Strong balance sheet with 1.5x net leverage ratio
- Continued strategic acquisitions in aggregates segment
- Record safety performance and increased hazard reporting
Challenges Ahead
- Adverse weather impacted Cement and Aggregates sales
- Higher production costs due to early maintenance outages
- Q4 net income and EPS declined year-over-year
- Decreased sales volumes in key segments like cement and gypsum
- Recycled paperboard volume slightly down quarter-over-quarter
Revenue & Expenses
Visualization of income flow from segment revenue to net income