Every material Form 8-K Eagle Materials filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Eagle Materials reported fiscal second-quarter 2027 results for the period ended September 30, 2026. Revenue rose to a record $652.7 million from $638.9 million a year earlier, but net earnings fell to $111.5 million from $137.4 million, reflecting higher freight, fixed and maintenance costs and softer gypsum wallboard prices.
Revenue of $652.7 million vs. $638.9 million in the prior-year quarter; described as a record
Net earnings of $111.5 million vs. $137.4 million; diluted EPS of $3.63 vs. $4.23
Adjusted EBITDA of $202.7 million vs. $233.3 million, a non-GAAP measure
Repurchased 304,881 shares for about $62 million in the quarter; net leverage ratio 2.1x at September 30, 2026
Eagle Materials reported fiscal first-quarter 2027 results for the quarter ended June 30, 2026. Revenue rose 3% to a record $651.0 million, but net earnings fell 17% to $102.1 million and diluted earnings per share fell 13% to $3.29, as higher cement operating costs, an unexpected Mountain Cement equipment failure and higher diesel-related delivery costs weighed on profit.
Revenue of $651.0 million, up 3%; Cement sales volume up 8% to a record 2.1 million tons
Net earnings of $102.1 million, down 17% from $123.4 million; diluted EPS of $3.29 versus $3.76 a year earlier
Unexpected Mountain Cement equipment failure reduced earnings by about $6 million; the company expects to recover part of this through insurance
Repurchased 406,500 shares for about $84 million; net leverage ratio of 2.1x at June 30, 2026
Eagle Materials' Compensation Committee approved long-term incentive equity awards to a group of officers, including its named executive officers, effective May 21, 2026, as part of its annual compensation review. The awards combine performance-vesting and time-vesting restricted stock units and stock options, and the performance awards depend on average return on equity over fiscal 2027 through 2029 adjusted for total stockholder return, so the final share count for shareholders is uncertain.
Awards effective May 21, 2026, under the 2023 Equity Incentive Plan; stock options carry an exercise price of $199.13, the closing price on the grant date
Michael R. Haack, President and CEO, has a target equity award value of $6 million; D. Craig Kesler, CFO, $1.4 million
Performance awards vest over a three-year period ending at fiscal 2029 year-end, paying 50% to 200% of target
Time-vesting RSUs and options vest ratably on May 21, 2027, March 31, 2028 and March 31, 2029
Eagle Materials said Chief Accounting Officer and Controller William R. Devlin will retire effective June 1, 2026, after more than 20 years in the role, and will advise the company for about two to three months. Samuel M. Guzman Jr., currently Vice President - Financial Reporting, will take over as Senior Vice President, Chief Accounting Officer and Controller on the same date. The filing also covers new fiscal 2027 incentive bonus programs for officers.
William R. Devlin retires as Senior Vice President, Chief Accounting Officer and Controller effective June 1, 2026, and will stay on in an advisory role for about two to three months.
Samuel M. Guzman Jr. becomes Senior Vice President, Chief Accounting Officer and Controller effective June 1, 2026; he has been Vice President - Financial Reporting since July 2025 and was Chief Accounting Officer of Beacon Roofing Supply,
The Compensation Committee approved the Eagle Plan on May 15, 2026, with a bonus pool of 1.2% of fiscal 2027 operating earnings; no funds are available if operating earnings fall below 50% of budget.
Under the Business Unit Plan, the American Gypsum pool is set at 2.00% of EBITDA and the consolidated cement pool at 1.90%.
Eagle Materials reported fiscal 2026 revenue of $2.3 billion, up 2% and a record, but net earnings fell 9% to $423.8 million and diluted earnings per share fell 4% to $13.16. For the fourth quarter ended March 31, 2026, revenue rose 2% to $479.1 million while net earnings fell 10% to $60.2 million. The filing gives no earnings guidance, and management cited near-term uncertainty in demand.
Fiscal 2026 Light Materials operating earnings fell 15% to $331.4 million, mainly on lower Gypsum Wallboard volume and prices.
Fiscal 2026 Heavy Materials operating earnings rose 10% to $341.2 million, driven by higher Cement and Aggregates sales volume.
Company repurchased about 1.7 million shares for $382 million in fiscal 2026 and reported net debt of $1.5 billion at a 1.9x net leverage ratio.
Eagle Materials reported fiscal third-quarter results for the quarter ended December 31, 2025. Revenue was $556.0 million versus $558.0 million a year earlier, while net earnings fell to $102.9 million from $119.6 million and diluted EPS fell to $3.22 from $3.56, so earnings per share declined for shareholders. The company also repurchased about 648,000 shares for $142.6 million and issued $750 million of 10-year senior notes at 5.00%.
Revenue of $556.0 million, compared with $558.0 million a year earlier
Net earnings of $102.9 million and diluted EPS of $3.22, versus $119.6 million and $3.56
Adjusted EBITDA of $190.1 million, compared with $208.8 million a year earlier
Light Materials revenue fell 16% to $203.5 million, while Heavy Materials revenue rose 11% to $390.2 million
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Eagle Materials filing is on SEC EDGAR ↗. 8-K briefs of other companies →