Q1 2027 Eagle Materials Inc Earnings Call Transcript

Jul 29, 2026 / 12:30 PM GMT

Release Date Price: €181 (-6.70%)

Transcript 10-Q8-K

Key Points

Positve

Eagle Materials Inc (EXP) reported record first quarter revenue of $651 million, up 3% year-over-year.
The company achieved earnings per share of $3.29 with a gross margin of 24.8%, highlighting its low-cost producer position.
Strong cash flow generation with a 13% increase in operating cash flow to $154 million.
Continued investment in high-return modernization projects, such as the Laramie cement plant and Duke wallboard plant, expected to significantly reduce operating costs.
Robust demand in the cement and aggregates sectors driven by elevated infrastructure spending and growth in data center construction.

Negative

Unexpected equipment failure at the Mountain Cement facility resulted in a $6 million earnings impact.
Higher operating costs, particularly in cement and wallboard, offset revenue growth.
Increased freight costs contributed to a 13% decrease in first quarter earnings per share.
Wallboard sales volume and prices declined, leading to a 16% drop in operating earnings for the light materials sector.
Net cement sales prices were down 2%, impacted by elevated freight costs despite some gross price improvements.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

EXP.N - Eagle Materials Inc
Q1 2027 Eagle Materials Inc Earnings Call
Jul 29, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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I always forget where.

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Unidentified_2 [2]
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Good day and welcome to the Eagle Materials first quarter of fiscal 2027 earnings conference call. This call is being recorded. At this time, I would like to turn the call over to Eagle's President and Chief Executive Officer, Mr. Michael Hack. Mr. Hack, please go ahead, sir.

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Unidentified_1 [3]
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Thanks, Chuck. Good morning. Welcome to

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