Key Points – Record fiscal 2026 revenue hit $2.3 billion, the company’s fifth straight year of record sales, as stronger cement and aggregates performance offset weakness in wallboard.
Full-year EPS was $13.16, while annual revenue rose 2% and Q4 revenue reached a record $479 million. – Heavy Materials outperformed thanks to infrastructure spending, data centers, and acquired aggregates operations, with Heavy Materials revenue up 10% and aggregates sales volume reaching a record 6.6 million tons
Management also said cement price increases took effect in April in most markets, though freight costs will partially offset the benefit. – Wallboard remained under pressure from soft residential construction, with Light Materials revenue falling 9% and operating earnings down 15%. Eagle expects long-term upside in wallboard, but near-term housing affordability and mortgage-rate challenges continue to weigh on demand. – Willing and Abel: Berkshire’s New CEO Makes Huge Portfolio Changes in Q1 Eagle Materials (NYSE:EXP) reported record revenue for fiscal 2026 as strength in cement and aggregates offset continued softness in wallboard tied to residential construction headwinds. President and Chief Executive Officer Michael Haack told investors that the company delivered “another year of solid execution” despite “unusually high uncertainty in the economic environment.” Annual revenue rose to $2.3 billion, marking the company’s fifth consecutive year of record revenue, while earnings per share totaled $13.16.
Eagle also returned more than $400 million to shareholders during the year. – 3 Sectors to Buy While They’re Down and 1 to Walk Away From Chief Financial Officer Craig Kesler said fiscal 2026 revenue increased 2% from the prior year, while fourth-quarter revenue also rose 2% to a record $479 million. The gains were driven by higher cement sales volume and contributions from two acquired aggregates businesses, partially offset by lower wallboard sales volume and pricing….