EAGLE MATERIALS INC — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 42/100
What the filing says
Eagle Materials reported Q2 FY2027 (ended September 30, 2026) revenue of $652.7M (up 2% YoY) and net earnings of $111.5M ($3.63 per diluted share), down from $137.4M ($4.23 per share) in Q2 FY2026. Adjusted EBITDA was $202.7M. The company repurchased 711,381 shares for ~$146M in H1 FY2027 and ended Q2 with net debt of $1.5B (2.1x net leverage). Headwinds included elevated diesel costs, higher interest rates pressuring residential construction, and cost inflation in cement and concrete-aggregates segments (Heavy Materials operating earnings down 12%, Light Materials down 13%). Company maintains $7.7B market cap; facility modernizations underway.
Why this rating
Earnings decline ~19% YoY on modest revenue growth reflects margin compression; net debt stable but leverage ratio increased. Not transformational but material headwind in a cyclical downturn—ordinary earnings disappointment within cyclical industry.
See more from November 4, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.