Announcement • Jun 09
Eagle Materials Inc., Annual General Meeting, Jul 30, 2026 Eagle Materials Inc., Annual General Meeting, Jul 30, 2026. Location: douglas conference center, 8343 douglas avenue, suite 125,tx 75225, dallas United States Upcoming Dividend • Jun 08
Upcoming dividend of US$0.25 per share Eligible shareholders must have bought the stock before 15 June 2026. Payment date: 20 July 2026. Payout ratio is a comfortable 7.6% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.1%). Declared Dividend • May 25
Fourth quarter dividend of US$0.25 announced Shareholders will receive a dividend of US$0.25. Ex-date: 15th June 2026 Payment date: 20th July 2026 Dividend yield will be 0.5%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 16%. Board Change • May 20
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Dave Rush was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Apr 23
Eagle Materials Inc. to Report Q4, 2026 Results on May 19, 2026 Eagle Materials Inc. announced that they will report Q4, 2026 results Pre-Market on May 19, 2026 Announcement • Feb 11
Eagle Materials Inc. Declares Quarterly Quarterly Cash Dividend, Payable on April 13, 2026 The Board of Directors of Eagle Materials Inc. has declared a quarterly cash dividend of $0.25 per share, payable on April 13, 2026, to stockholders of record of its Common Stock at the close of business on March 16, 2026. Announcement • Jan 16
Eagle Materials Inc. to Report Q3, 2026 Results on Jan 29, 2026 Eagle Materials Inc. announced that they will report Q3, 2026 results Pre-Market on Jan 29, 2026 Announcement • Nov 11
Eagle Materials Inc. Declares Quarterly Dividend, Payable on January 12, 2026 The Board of Directors of Eagle Materials Inc. has declared a quarterly cash dividend of $0.25 per share, payable on January 12, 2026, to stockholders of record of its Common Stock at the close of business on December 15, 2025. Announcement • Oct 22
Eagle Materials Inc. to Report Q2, 2026 Results on Oct 30, 2025 Eagle Materials Inc. announced that they will report Q2, 2026 results Pre-Market on Oct 30, 2025 Announcement • Aug 07
Eagle Materials Inc. Declares Quarterly Cash Dividend, Payable on October 16, 2025 The Board of Directors of Eagle Materials Inc. declared a quarterly cash dividend of $0.25 per share, payable on October 16, 2025, to stockholders of record of its Common Stock at the close of business on September 15, 2025. Announcement • Jul 17
Eagle Materials Inc. to Report Q1, 2026 Results on Jul 29, 2025 Eagle Materials Inc. announced that they will report Q1, 2026 results Pre-Market on Jul 29, 2025 Announcement • Jun 24
Eagle Materials Inc., Annual General Meeting, Aug 04, 2025 Eagle Materials Inc., Annual General Meeting, Aug 04, 2025. Location: the douglas conference center, 8343 douglas avenue, suite 125, texas 75225, dallas United States Announcement • May 23
Eagle Materials Inc. Declares Quarterly Dividend, Payable on July 14, 2025 The Board of Directors of Eagle Materials Inc. has declared a quarterly cash dividend of $0.25 per share, payable on July 14, 2025, to stockholders of record of its Common Stock at the close of business on June 16, 2025. Announcement • Apr 23
Eagle Materials Inc. to Report Q4, 2025 Results on May 20, 2025 Eagle Materials Inc. announced that they will report Q4, 2025 results Pre-Market on May 20, 2025 Announcement • Feb 07
Eagle Materials Inc. Declares Quarterly Dividend, Payable on April 14, 2025 The Board of Directors of Eagle Materials Inc. has declared a quarterly cash dividend of $0.25 per share, payable on April 14, 2025, to stockholders of record of its Common Stock at the close of business on March 17, 2025. Announcement • Dec 12
Eagle Materials Inc. (NYSE:EXP) entered into a definitive agreement to acquire Bullskin Stone & Lime, LLC. for $152.5 million. Eagle Materials Inc. (NYSE:EXP) entered into a definitive agreement to acquire Bullskin Stone & Lime, LLC. for $152.5 million on December 10, 2024. The transaction is expected to close in the next 60 days. The transaction is subject to customary post-closing conditions. The acquisition of Bullskin Stone & Lime, LLC advances Eagle’s long-term growth strategy by adding a pure-play aggregates business that complements and extends the network of aggregates quarries and cement plants and terminals in the region. Announcement • Nov 13
Eagle Materials Inc. Declares Quarterly Cash Dividend, Payable on January 13, 2025 The Board of Directors of Eagle Materials Inc. has declared a quarterly cash dividend of $0.25 per share, payable on January 13, 2025, to stockholders of record of its Common Stock at the close of business on December 16, 2024. Recent Insider Transactions • Nov 08
Senior VP recently sold €671k worth of stock On the 6th of November, William Devlin sold around 2k shares on-market at roughly €291 per share. This transaction amounted to 8.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.2m more than they bought in the last 12 months. New Risk • Nov 08
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €921k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (68% net debt to equity). Significant insider selling over the past 3 months (€921k sold). Reported Earnings • Oct 29
Second quarter 2025 earnings released: EPS: US$4.29 (vs US$4.30 in 2Q 2024) Second quarter 2025 results: EPS: US$4.29 (down from US$4.30 in 2Q 2024). Revenue: US$623.6m (flat on 2Q 2024). Net income: US$143.5m (down 4.7% from 2Q 2024). Profit margin: 23% (down from 24% in 2Q 2024). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Oct 16
Eagle Materials Inc. to Report Q2, 2025 Results on Oct 29, 2024 Eagle Materials Inc. announced that they will report Q2, 2025 results Pre-Market on Oct 29, 2024 Buy Or Sell Opportunity • Sep 17
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 17% to €248. The fair value is estimated to be €204, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 6.1% in a year. Earnings are forecast to grow by 10% in the next year. Upcoming Dividend • Sep 10
Upcoming dividend of US$0.25 per share Eligible shareholders must have bought the stock before 17 September 2024. Payment date: 17 October 2024. Payout ratio is a comfortable 7.0% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.4%). Declared Dividend • Aug 12
First quarter dividend of US$0.25 announced Shareholders will receive a dividend of US$0.25. Ex-date: 17th September 2024 Payment date: 17th October 2024 Dividend yield will be 0.4%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 8%. Announcement • Aug 06
Eagle Materials Declares Quarterly Dividend, Payable on October 17, 2024 The Board of Directors of Eagle Materials Inc. have declared a quarterly cash dividend of $0.25 per share, payable on October 17, 2024, to stockholders of record of its Common Stock at the close of business on September 17, 2024. Reported Earnings • Jul 31
First quarter 2025 earnings released: EPS: US$3.97 (vs US$3.43 in 1Q 2024) First quarter 2025 results: EPS: US$3.97 (up from US$3.43 in 1Q 2024). Revenue: US$608.7m (up 1.2% from 1Q 2024). Net income: US$133.8m (up 11% from 1Q 2024). Profit margin: 22% (up from 20% in 1Q 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Jul 24
Now 25% overvalued Over the last 90 days, the stock has fallen 7.6% to €218. The fair value is estimated to be €174, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 23% in the next 2 years. Announcement • Jul 18
Eagle Materials Inc. to Report Q1, 2025 Results on Jul 30, 2024 Eagle Materials Inc. announced that they will report Q1, 2025 results Pre-Market on Jul 30, 2024 Announcement • Jun 10
Eagle Materials Inc., Annual General Meeting, Aug 01, 2024 Eagle Materials Inc., Annual General Meeting, Aug 01, 2024. Location: douglas conference center, 8343 douglas avenue, suite 125, tx 75225, dallas United States Upcoming Dividend • Jun 10
Upcoming dividend of US$0.25 per share Eligible shareholders must have bought the stock before 17 June 2024. Payment date: 15 July 2024. Payout ratio is a comfortable 7.3% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.3%). Declared Dividend • May 27
Fourth quarter dividend of US$0.25 announced Shareholders will receive a dividend of US$0.25. Ex-date: 17th June 2024 Payment date: 15th July 2024 Dividend yield will be 0.4%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 8%. Announcement • May 24
Eagle Materials Inc. Declares Quarterly Dividend, Payable on July 15, 2024 The Board of Directors of Eagle Materials Inc. has declared a quarterly cash dividend of $0.25 per share, payable on July 15, 2024, to stockholders of record of its Common Stock at the close of business on June 17, 2024. Reported Earnings • May 22
Full year 2024 earnings released: EPS: US$13.72 (vs US$12.54 in FY 2023) Full year 2024 results: EPS: US$13.72 (up from US$12.54 in FY 2023). Revenue: US$2.26b (up 5.2% from FY 2023). Net income: US$477.6m (up 3.5% from FY 2023). Profit margin: 21% (in line with FY 2023). Revenue is forecast to grow 6.8% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 23% per year. Announcement • Apr 24
Eagle Materials Inc. to Report Q4, 2024 Results on May 21, 2024 Eagle Materials Inc. announced that they will report Q4, 2024 results at 8:30 AM, US Eastern Standard Time on May 21, 2024 Upcoming Dividend • Mar 07
Upcoming dividend of US$0.25 per share Eligible shareholders must have bought the stock before 14 March 2024. Payment date: 12 April 2024. Payout ratio is a comfortable 7.0% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (3.5%). Declared Dividend • Feb 12
Third quarter dividend of US$0.25 announced Shareholders will receive a dividend of US$0.25. Ex-date: 14th March 2024 Payment date: 12th April 2024 Dividend yield will be 0.4%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 7%. Cash payout ratio: 8%. New Risk • Feb 09
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €2.1m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (74% net debt to equity). Significant insider selling over the past 3 months (€2.1m sold). Recent Insider Transactions • Feb 08
Independent Director recently sold €2.0m worth of stock On the 7th of February, David Powers sold around 9k shares on-market at roughly €224 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.1m more than they bought in the last 12 months. Announcement • Feb 06
Eagle Materials Inc. Declares Quarterly Dividend, Payable on April 12, 2024 The Board of Directors of Eagle Materials Inc. has declared a quarterly cash dividend of $0.25 per share, payable on April 12, 2024, to stockholders of record of its Common Stock at the close of business on March 15, 2024. Reported Earnings • Jan 27
Third quarter 2024 earnings released: EPS: US$3.75 (vs US$3.23 in 3Q 2023) Third quarter 2024 results: EPS: US$3.75 (up from US$3.23 in 3Q 2023). Revenue: US$558.8m (up 9.3% from 3Q 2023). Net income: US$129.1m (up 10% from 3Q 2023). Profit margin: 23% (in line with 3Q 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jan 12
Eagle Materials Inc. to Report Q3, 2024 Results on Jan 25, 2024 Eagle Materials Inc. announced that they will report Q3, 2024 results Pre-Market on Jan 25, 2024 Upcoming Dividend • Dec 07
Upcoming dividend of US$0.25 per share at 0.5% yield Eligible shareholders must have bought the stock before 14 December 2023. Payment date: 12 January 2024. Payout ratio is a comfortable 7.3% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (3.7%). Announcement • Nov 08
Eagle Materials Inc. Declares Quarterly Cash Dividend, Payable on January 12, 2024 The Board of Directors of Eagle Materials Inc. has declared a quarterly cash dividend of $0.25 per share, payable on January 12, 2024, to stockholders of record of its Common Stock at the close of business on December 15, 2023. Reported Earnings • Oct 27
Second quarter 2024 earnings released: EPS: US$4.30 (vs US$3.74 in 2Q 2023) Second quarter 2024 results: EPS: US$4.30 (up from US$3.74 in 2Q 2023). Revenue: US$622.2m (up 2.8% from 2Q 2023). Net income: US$150.6m (up 8.3% from 2Q 2023). Profit margin: 24% (up from 23% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 24% per year. Announcement • Oct 12
Eagle Materials Inc. to Report Q2, 2024 Results on Oct 26, 2023 Eagle Materials Inc. announced that they will report Q2, 2024 results Pre-Market on Oct 26, 2023 Upcoming Dividend • Sep 07
Upcoming dividend of US$0.25 per share at 0.5% yield Eligible shareholders must have bought the stock before 14 September 2023. Payment date: 16 October 2023. Payout ratio is a comfortable 7.6% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.5%). Announcement • Aug 09
Eagle Materials Inc. Declares Quarterly Cash Dividend, Payable on October 16, 2023 The Board of Directors of Eagle Materials Inc. has declared a quarterly cash dividend of $0.25 per share, payable on October 16, 2023, to stockholders of record of its Common Stock at the close of business on September 15, 2023. Recent Insider Transactions • Aug 05
Key Executive recently sold €864k worth of stock On the 2nd of August, D. Kesler sold around 5k shares on-market at roughly €173 per share. This transaction amounted to 7.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.1m. D. has been a net seller over the last 12 months, reducing personal holdings by €1.5m. Reported Earnings • Jul 28
First quarter 2024 earnings released: EPS: US$3.43 (vs US$2.77 in 1Q 2023) First quarter 2024 results: EPS: US$3.43 (up from US$2.77 in 1Q 2023). Revenue: US$601.5m (up 7.1% from 1Q 2023). Net income: US$120.8m (up 15% from 1Q 2023). Profit margin: 20% (up from 19% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jul 13
Eagle Materials Inc. to Report Q1, 2024 Results on Jul 27, 2023 Eagle Materials Inc. announced that they will report Q1, 2024 results Pre-Market on Jul 27, 2023 Announcement • Jun 24
Eagle Materials Inc., Annual General Meeting, Aug 03, 2023 Eagle Materials Inc., Annual General Meeting, Aug 03, 2023, at 08:00 US Eastern Standard Time. Location: 8343 Douglas Avenue, Suite 125 Dallas Texas United States Agenda: To elect the four Class II directors identified in the accompanying Proxy Statement, each to hold office for three years; to vote on an advisory resolution regarding the compensation of company Named Executive Officers; to vote on an advisory resolution regarding the frequency of future advisory votes on the compensation of company Named Executive Officers; to vote on the Eagle Materials Inc. 2023 Equity Incentive Plan, which we refer to as the 2023 Plan; to vote to approve the expected appointment of Ernst & Young LLP as the company's independent auditors for the fiscal year ending March 31, 2024; and to consider any other matters properly brought before the annual meeting, or any adjournment thereof. Upcoming Dividend • Jun 08
Upcoming dividend of US$0.25 per share at 0.6% yield Eligible shareholders must have bought the stock before 15 June 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 8.0% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.6%). Recent Insider Transactions • Jun 07
Executive Vice President of Strategy recently sold €2.1m worth of stock On the 2nd of June, Robert Stewart sold around 13k shares on-market at roughly €157 per share. This transaction amounted to 49% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.8m more than they bought in the last 12 months. Recent Insider Transactions • May 26
Senior VP recently sold €402k worth of stock On the 24th of May, William Devlin sold around 3k shares on-market at roughly €154 per share. This transaction amounted to 8.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.6m more than they bought in the last 12 months. Announcement • May 23
Eagle Materials Inc. Declares Quarterly Cash Dividend, Payable on July 14, 2023 The Board of Directors of Eagle Materials Inc. has declared a quarterly cash dividend of $0.25 per share, payable on July 14, 2023, to stockholders of record of its Common Stock at the close of business on June 16, 2023. Announcement • May 19
Eagle Materials Inc. Announces Executive Changes Eagle Materials Inc. announced that on May 16, 2023, Robert S. Stewart, Executive Vice President, Strategy, Corporate Development and Communications of the company, notified the company of his decision to retire from his position effective as of July 3, 2023. Mr. Stewart, who is 69 years old, has served the Company in this capacity for almost 14 years. As a part of the Company’s succession planning process, Alex Haddock, the Company’s Vice President of Investor Relations, Strategy and Corporate Development, is anticipated to assume Mr. Stewart’s duties upon his retirement. Mr. Haddock joined the Company in June 2022. Prior to joining the Company, most recently Mr. Haddock worked as a Vice President of Finance and Strategy at ATW, a Bain Capital portfolio company, in 2022 and as an Associate and Vice President at Goldman Sachs from 2016 to 2022. Mr. Haddock holds an MBA from the Darden School of Business at the University of Virginia and a B.S. in Commerce from the University of Virginia. Reported Earnings • May 18
Full year 2023 earnings released: EPS: US$12.54 (vs US$9.23 in FY 2022) Full year 2023 results: EPS: US$12.54 (up from US$9.23 in FY 2022). Revenue: US$2.15b (up 15% from FY 2022). Net income: US$461.5m (up 23% from FY 2022). Profit margin: 22% (up from 20% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.0% p.a. on average during the next 2 years, compared to a 3.0% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 05
Eagle Materials Inc. (NYSE:EXP) acquired Cement import and distribution business of Martin Marietta in Northern California. Eagle Materials Inc. (NYSE:EXP) acquired Cement import and distribution business of Martin Marietta in Northern California on May 3, 2023.Eagle Materials Inc. (NYSE:EXP) completed the acquisition of Cement import and distribution business of Martin Marietta in Northern California on May 3, 2023. Board Change • May 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. Independent Director Mauro Gregorio was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Mar 09
Upcoming dividend of US$0.25 per share at 0.7% yield Eligible shareholders must have bought the stock before 16 March 2023. Payment date: 14 April 2023. Payout ratio is a comfortable 8.6% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.6%). Announcement • Feb 08
Eagle Materials Inc. Declares Quarterly Dividend, Payable on April 14, 2023 The Board of Directors of Eagle Materials Inc. has declared a quarterly cash dividend of $0.25 per share, payable on April 14, 2023, to stockholders of record of its Common Stock at the close of business on March 17, 2023. Recent Insider Transactions • Feb 07
Executive VP of Concrete recently sold €146k worth of stock On the 31st of January, Eric Cribbs sold around 1k shares on-market at roughly €134 per share. This transaction amounted to 6.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €653k. Insiders have been net sellers, collectively disposing of €3.2m more than they bought in the last 12 months. Recent Insider Transactions • Feb 02
Key Executive recently sold €653k worth of stock On the 27th of January, D. Kesler sold around 5k shares on-market at roughly €131 per share. This transaction amounted to 7.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was D.'s only on-market trade for the last 12 months. Reported Earnings • Jan 27
Third quarter 2023 earnings released: EPS: US$3.23 (vs US$2.56 in 3Q 2022) Third quarter 2023 results: EPS: US$3.23 (up from US$2.56 in 3Q 2022). Revenue: US$511.5m (up 11% from 3Q 2022). Net income: US$117.2m (up 14% from 3Q 2022). Profit margin: 23% (in line with 3Q 2022). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. Announcement • Jan 12
Eagle Materials Inc. to Report Q3, 2023 Results on Jan 26, 2023 Eagle Materials Inc. announced that they will report Q3, 2023 results Pre-Market on Jan 26, 2023 Upcoming Dividend • Dec 08
Upcoming dividend of US$0.25 per share Eligible shareholders must have bought the stock before 15 December 2022. Payment date: 12 January 2023. Payout ratio is a comfortable 9.2% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.0%). Announcement • Nov 09
Eagle Materials Inc. Declares Quarterly Cash Dividend, Payable on January 12, 2023 The board of directors of Eagle Materials Inc. has declared a quarterly cash dividend of $0.25 per share, payable on January 12, 2023, to stockholders of record of its Common Stock at the close of business on December 16, 2022. Reported Earnings • Oct 27
Second quarter 2023 earnings released: EPS: US$3.74 (vs US$2.48 in 2Q 2022) Second quarter 2023 results: EPS: US$3.74 (up from US$2.48 in 2Q 2022). Revenue: US$605.1m (up 19% from 2Q 2022). Net income: US$139.0m (up 36% from 2Q 2022). Profit margin: 23% (up from 20% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Announcement • Oct 11
Eagle Materials Inc. to Report Q2, 2023 Results on Oct 26, 2022 Eagle Materials Inc. announced that they will report Q2, 2023 results Pre-Market on Oct 26, 2022 Upcoming Dividend • Sep 08
Upcoming dividend of US$0.25 per share Eligible shareholders must have bought the stock before 15 September 2022. Payment date: 14 October 2022. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.3%). Announcement • Aug 10
Eagle Materials Declares Quarterly Dividend, Payable on October 14, 2022 The Board of Directors of Eagle Materials Inc. has declared a quarterly cash dividend of $0.25 per share, payable on October 14, 2022, to stockholders of record of its Common Stock at the close of business on September 16, 2022. Reported Earnings • Jul 29
First quarter 2023 earnings released: EPS: US$2.77 (vs US$2.27 in 1Q 2022) First quarter 2023 results: EPS: US$2.77 (up from US$2.27 in 1Q 2022). Revenue: US$561.4m (up 18% from 1Q 2022). Net income: US$105.0m (up 10% from 1Q 2022). Profit margin: 19% (down from 20% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 9.0%, compared to a 7.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth. Announcement • Jul 12
Eagle Materials Inc. to Report Q1, 2023 Results on Jul 28, 2022 Eagle Materials Inc. announced that they will report Q1, 2023 results Pre-Market on Jul 28, 2022 Announcement • Jun 25
Eagle Materials Inc., Annual General Meeting, Aug 05, 2022 Eagle Materials Inc., Annual General Meeting, Aug 05, 2022, at 08:00 US Eastern Standard Time. Location: Hilton Dallas Park Cities, 5954 Luther Lane Dallas Texas United States Agenda: To consider election of the three Class I directors identified in the accompanying proxy statement, each to hold office for three years; to consider approval of an advisory resolution regarding the compensation of company named executive officers; to consider approval of the expected appointment of Ernst & Young LLP as the company's independent auditors for the fiscal year ending March 31, 2023; and to consider any other matters properly brought before the annual meeting, or any adjournment thereof. Recent Insider Transactions • Jun 18
Independent Director recently sold €192k worth of stock On the 17th of June, Ed Bowman sold around 2k shares on-market at roughly €105 per share. In the last 3 months, there was an even bigger sale from another insider worth €2.2m. Insiders have been net sellers, collectively disposing of €5.2m more than they bought in the last 12 months. Upcoming Dividend • Jun 08
Upcoming dividend of US$0.25 per share Eligible shareholders must have bought the stock before 15 June 2022. Payment date: 15 July 2022. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (3.7%). Recent Insider Transactions • May 25
Executive VP recently sold €2.2m worth of stock On the 24th of May, James Graass sold around 19k shares on-market at roughly €117 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €9.6m more than they bought in the last 12 months. Announcement • May 24
Eagle Materials Inc. Declares Quarterly Dividend, Payable on July 15, 2022 The Board of Directors of Eagle Materials Inc. has declared a quarterly cash dividend of $0.25 per share, payable on July 15, 2022, to stockholders of record of its Common Stock at the close of business on June 16, 2022. Reported Earnings • May 20
Full year 2022 earnings released: EPS: US$9.23 (vs US$8.04 in FY 2021) Full year 2022 results: EPS: US$9.23 (up from US$8.04 in FY 2021). Revenue: US$1.86b (up 15% from FY 2021). Net income: US$374.2m (up 12% from FY 2021). Profit margin: 20% (in line with FY 2021). Over the next year, revenue is forecast to grow 13%, compared to a 8.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Announcement • Apr 26
Eagle Materials Inc. to Report Q4, 2022 Results on May 19, 2022 Eagle Materials Inc. announced that they will report Q4, 2022 results Pre-Market on May 19, 2022 Upcoming Dividend • Mar 10
Upcoming dividend of US$0.25 per share Eligible shareholders must have bought the stock before 17 March 2022. Payment date: 18 April 2022. Payout ratio is a comfortable 8.5% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.5%). Lower than average of industry peers (3.9%). Announcement • Feb 10
Eagle Materials Inc. Announces Executive Changes On February 3, 2022, James H. Graass, Executive Vice President, General Counsel and Secretary at Eagle Materials Inc. notified the Board of Directors of the Company of his decision to retire from his position effective as of May 31, 2022. Mr. Graass, who is 64 years old, has served as Executive Vice President, General Counsel and Secretary for over 20 years. As a part of the Company’s succession planning process, the Board has appointed Matt Newby as Executive Vice President, General Counsel and Secretary, effective as of Mr. Graass’s retirement on May 31, 2022. Mr. Newby has served as Associate General Counsel at the Company since 2012 and prior to that was an associate at the law firms of Weil, Gotshal & Manges LLP and BakerBotts LLP. Mr. Newby is a graduate of the University of Texas School of Law (J.D., with honors) and Baylor University (BBA, magna cum laude). Announcement • Feb 08
Eagle Materials Inc. Declares Quarterly Dividend, Payable on April 18, 2022 The Board of Directors of Eagle Materials Inc. has declared a quarterly cash dividend of $0.25 per share, payable on April 18, 2022, to stockholders of record of its Common Stock at the close of business on March 18, 2022. Reported Earnings • Jan 28
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: US$2.56 (up from US$1.96 in 3Q 2021). Revenue: US$462.9m (up 14% from 3Q 2021). Net income: US$102.5m (up 26% from 3Q 2021). Profit margin: 22% (up from 20% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 11%, compared to a 9.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Dec 09
Upcoming dividend of US$0.25 per share Eligible shareholders must have bought the stock before 16 December 2021. Payment date: 14 January 2022. Payout ratio is a comfortable 6.0% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (3.0%). Reported Earnings • Oct 29
Second quarter 2022 earnings released: EPS US$2.48 (vs US$2.17 in 2Q 2021) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: US$509.7m (up 14% from 2Q 2021). Net income: US$102.1m (up 14% from 2Q 2021). Profit margin: 20% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 09
Upcoming dividend of US$0.25 per share Eligible shareholders must have bought the stock before 16 September 2021. Payment date: 15 October 2021. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.9%). Recent Insider Transactions • Aug 27
Executive VP recently sold €392k worth of stock On the 24th of August, James Graass sold around 3k shares on-market at roughly €131 per share. In the last 3 months, there was an even bigger sale from another insider worth €2.1m. Insiders have been net sellers, collectively disposing of €13m more than they bought in the last 12 months. Recent Insider Transactions • Aug 13
Senior VP recently sold €836k worth of stock On the 10th of August, William Devlin sold around 7k shares on-market at roughly €128 per share. In the last 3 months, there was an even bigger sale from another insider worth €2.1m. Insiders have been net sellers, collectively disposing of €11m more than they bought in the last 12 months. Reported Earnings • Jul 31
First quarter 2022 earnings released: EPS US$2.27 (vs US$2.35 in 1Q 2021) The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: US$475.8m (up 11% from 1Q 2021). Net income: US$95.3m (down 1.8% from 1Q 2021). Profit margin: 20% (down from 23% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Jun 12
Independent Director recently sold €2.1m worth of stock On the 7th of June, F. Barnett sold around 17k shares on-market at roughly €121 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €10m more than they bought in the last 12 months. Upcoming Dividend • Jun 10
Upcoming dividend of US$0.25 per share Eligible shareholders must have bought the stock before 17 June 2021. Payment date: 16 July 2021. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.7%). Recent Insider Transactions • May 29
Key Executive recently sold €1.2m worth of stock On the 27th of May, D. Kesler sold around 10k shares on-market at roughly €121 per share. This was the largest sale by an insider in the last 3 months. This was D.'s only on-market trade for the last 12 months. Reported Earnings • May 21
Full year 2021 earnings released: EPS US$8.04 (vs US$1.69 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: US$1.62b (up 12% from FY 2020). Net income: US$334.2m (up 371% from FY 2020). Profit margin: 21% (up from 4.9% in FY 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. Announcement • May 20
Eagle Materials Inc. Declares Quarterly Cash Dividend, Payable on July 16, 2021 The Board of Directors of Eagle Materials Inc. declared a quarterly cash dividend of $0.25 per share, payable on July 16, 2021, to stockholders of record of its Common Stock at the close of business on June 18, 2021. The reinstated quarterly dividend represents a 150% increase from the quarterly dividend in place prior to the COVID-19 pandemic. Recent Insider Transactions • Mar 10
Independent Director recently sold €367k worth of stock On the 5th of March, Richard Stewart sold around 4k shares on-market at roughly €105 per share. In the last 3 months, there was an even bigger sale from another insider worth €2.8m. Insiders have been net sellers, collectively disposing of €5.4m more than they bought in the last 12 months. Recent Insider Transactions • Feb 28
Insider recently sold €369k worth of stock On the 24th of February, Steve Wentzel sold around 4k shares on-market at roughly €105 per share. In the last 3 months, there was an even bigger sale from another insider worth €2.8m. Insiders have been net sellers, collectively disposing of €5.1m more than they bought in the last 12 months. Is New 90 Day High Low • Feb 25
New 90-day high: €103 The company is up 31% from its price of €78.50 on 27 November 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €194 per share. Recent Insider Transactions • Feb 10
Executive Vice President of Strategy recently sold €2.8m worth of stock On the 4th of February, Robert Stewart sold around 29k shares on-market at roughly €97.61 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.9m more than they bought in the last 12 months. 
