Eagle Materials Q2 revenue beats estimates

Eagle Materials

30/10/2025 10:37

Overview

Eagle Materials fiscal Q2 revenue beats analyst expectations, reaching a record $638.9 mln

Company repurchased 395,500 shares for $89 mln, enhancing shareholder value

Heavy Materials revenue up 11% to $466.5 mln, driven by higher sales volume

Outlook

Eagle Materials plans to capitalize on housing market recovery with strategic investments

Company expects strong demand from public infrastructure spending to continue

Eagle Materials focuses on lowering costs and expanding production capabilities

Result Drivers

CEMENT AND AGGREGATES - Strong demand from public infrastructure and private non-residential construction drove Cement sales volume up 8% and Aggregates sales volume up 35%

WALLBOARD DECLINE - Gypsum Wallboard sales volume fell 14% due to constrained new residential construction activity amid high mortgage rates

HEAVY MATERIALS GROWTH - Revenue in Heavy Materials sector rose 11% due to higher sales volume and contributions from new aggregates businesses

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$638.90 mln
$633.90 mln (11 Analysts)
Q2 EPS
$4.23
Q2 Net Earnings
$137.40 mln
Q2 Adjusted EBITDA
$233.30 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 8 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the construction materials peer group is "buy."

Wall Street's median 12-month price target for Eagle Materials Inc is $255.00, about 8.6% above its October 29 closing price of $233.14

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release: ID:nBw2bMD9wa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)