Eagle Materials 2026 Q2 Earnings Revenue Rises 2.5% Amid EPS Decline

Eagle Materials (EXP) reported fiscal 2026 Q2 earnings on Nov 1, 2025, , surpassing estimates. However, , missing expectations. The company maintained 20+ years of consistent profitability despite sector headwinds.

Revenue

, driven by a 2.5% year-over-year increase. , . , . The Heavy Materials segment (Cement and Aggregates) outperformed, benefiting from infrastructure spending and recent acquisitions, while the Light Materials segment faced wallboard volume declines.

Earnings/Net Income

, . Despite the decline, Eagle Materials has sustained profitability for over two decades, underscoring operational resilience. The EPS decline reflects weaker wallboard demand and pricing pressures.

Post-Earnings Price Action Review

, , .

<visualization dataurl="https://cdn.ainvest.com/news/visual/visual_components/viz_qiwlcodm.json"></visualization>

CEO Commentary

CEO highlighted strong cement and aggregates performance, driven by infrastructure spending and private non-residential construction. He emphasized long-term investments in plant modernizations, , Wyoming facility. For wallboard, Haack noted stable pricing amid reduced demand due to high interest rates but expressed confidence in long-term growth from underbuilding in the U.S. housing market.

Guidance

, focusing on plant modernizations and margin expansion. Management expects infrastructure spending to sustain cement demand, while wallboard recovery hinges on housing market improvements.

Additional News

, , 2025, . The company also announced a dual listing on NYSE Texas, , , to enhance shareholder access and liquidity. Additionally, , reducing cash taxes when these facilities are operational.

<img src="https://cdn.ainvest.com/aigc/hxcmp/images/compress-aime_generated_1762041510438.jpg.png" style="max-width:100%;">