Eagle Materials
Makes cement, gypsum wallboard, and other building materials for U.S. construction.
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Profile
Makes heavy construction products and light building materials, centered on cement and gypsum wallboard. Its decentralized profit-center model operates through a U.S. network, while demand follows cyclical and seasonal economic and geographic conditions.
Manufactures heavy construction products and light building materials, with cement and gypsum wallboard at the center of the portfolio. Its U.S. network spans more than 70 facilities in 21 states.
Operations rely on decentralized profit-center leaders to execute strategic choices and steward resources. Recruiting, development, retention, safety, and a low-cost position are operational priorities.
Developed from a Centex subsidiary into a standalone NYSE issuer, it remains a combined heavy- and light-materials company and continues operating after ending a planned separation. Demand is cyclical and seasonal, shaped by economic and geographic conditions.
Company facts
Categories
Key statistics
Year to date −6.6% · Average volume (30d) 444.3K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | D.A. Davidson | Target | $210 | $220 | ||
| Jul 30, 2026 | Stephens | Target | $225 | $230 | ||
| Jul 8, 2026 | Wells Fargo | Reiterate | Overweight | $246 | $240 | |
| Jun 2, 2026 | JP Morgan | Upgrade | Underweight | Neutral | ||
| May 20, 2026 | Jefferies | Target | $226 | $200 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q1 FY26 | $3.37 | $3.29 | −2.4% | $620.3M | $651.0M | +4.9% | −5.47% |
| May 19, 2026Q4 FY25 | $1.47 | $1.91 | +29.9% | $452.0M | $479.1M | +6.0% | +0.19% |
| Jan 29, 2026Q3 FY25 | $3.32 | $3.22 | −3.0% | $553.7M | $556.0M | +0.4% | −3.85% |
| Oct 30, 2025Q2 FY25 | $4.35 | $4.23 | −2.8% | $635.5M | $638.9M | +0.5% | −1.08% |
Financial highlights
| 12 quarters | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $470.2M | $634.7M | $638.9M | $556.0M | $479.1M | $651.0M | |
| Gross profit | $104.6M | $185.6M | $199.7M | $160.9M | $106.3M | $161.2M | |
| Operating income | $85.0M | $164.8M | $178.4M | $136.9M | $80.8M | $141.0M | |
| Net income | $66.5M | $123.4M | $137.4M | $102.9M | $60.2M | $102.1M | |
| Diluted EPS | $2.00 | $3.76 | $4.23 | $3.22 | $1.91 | $3.29 | |
| Gross margin | 22.2% | 29.2% | 31.3% | 28.9% | 22.2% | 24.8% | |
| Operating margin | 18.1% | 26.0% | 27.9% | 24.6% | 16.9% | 21.7% |
Fiscal years (4-quarter sums)FY21 $1.86B · FY22 $2.15B · FY23 $2.26B · FY24 $2.26B · FY25 $2.31B
Revenue by product · Q1 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $233.5M · Total debt $1.80B · Total assets $3.91B · Shareholders' equity $1.49B
Dividends
Raised for 16 straight years. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 15, 2026 | Jun 15 | Jul 20 | $0.25 | |
| Mar 16, 2026 | Mar 16 | Apr 13 | $0.25 | |
| Dec 15, 2025 | Dec 15 | Jan 12 | $0.25 | |
| Sep 15, 2025 | Sep 15 | Oct 16 | $0.25 | |
| Jun 16, 2025 | Jun 16 | Jul 14 | $0.25 | |
| Mar 17, 2025 | Mar 17 | Apr 14 | $0.25 | |
| Dec 16, 2024 | Dec 16 | Jan 13 | $0.25 | |
| Sep 17, 2024 | Sep 17 | Oct 17 | $0.25 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 30.68M · Float 30.30M · 98.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 3.63M | 11.83% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 3.06M | 9.98% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 1.40M | 4.58% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 1.34M | 4.37% | 13F | Aug 13, 2026 |
| AllianceBernstein L.P. | 1.23M | 4.02% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 24, 2026 | Tony Thompson | officer: Senior Vice President | −3,074 | $203.96 |
| Aug 3, 2026 | Margot Lebenberg Carter | director | −561 | $212.35 |
| Jul 31, 2026 | Margot Lebenberg Carter | director | −4,654 | $203.97 |
| Nov 5, 2025 | David E. Rush | director | +1,000 | $208.08 |
Peers
- CRH
Large North American overlap in cement, aggregates and ready-mix
- Amrize
North American cement and aggregates supplier with overlapping U.S. plants
- Martin Marietta
National supplier of aggregates and heavy building materials
- Cemex (ADR)
NYSE ADS issuer supplying cement, aggregates and ready-mix concrete
- Vulcan Materials
Largest U.S. construction-aggregates producer with concrete overlap
- Titan America
Integrated East Coast producer of cement, aggregates and ready-mix
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Eagle Materials | $197.56 | 0.00% | $6.06B | 15.6 | 15.1 | 2.6 | +2.6% |
| CRH | $95.86 | −0.03% | $64.05B | 15.1 | 22.7 | 1.1 | +5.6% |
| Amrize | $44.51 | −0.35% | $24.73B | 20.5 | 16.7 | — | +8.5% |
| Martin Marietta | $530.45 | −0.09% | $31.90B | 13.0 | 26.9 | 4.8 | +7.5% |
| Cemex (ADR) | $10.77 | −0.83% | $15.77B | 6.9 | 11.9 | 1.0 | +1,975.1% |
| Vulcan Materials | $274.03 | −0.20% | $35.57B | 32.4 | 27.8 | 4.4 | +2.5% |
| Titan America | $15.02 | +0.04% | $2.77B | 15.6 | 12.9 | 1.6 | +9.6% |
| Median | 15.4 | 19.7 | 1.6 | +8.0% |