Eagle Materials

Q1 FY2027 EarningsQ1 FY27 results showed a top-line beat but a bottom-line miss relative to consensus: revenue of $651.0M beat the $623.2M expected (+4.5%), while diluted GAAP EPS of $3.29 fell short of the $3.38 mean estimate (-2.8%). Performance was bifurcated by segment, as record Cement volumes (+8%) were offset by a $6M unexpected equipment failure and higher delivery costs. While Light Materials saw a 5% revenue decline due to residential softness, Cash from Operations of $154M significantly outperformed expectations of $125M (+23.2%).