Every 8-K that Eagle Materials, Inc. (EXP) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow EXP and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full EXP filings page.
Eagle Materials Inc. stockholders approved significant governance changes at the July 30, 2026 Annual Meeting. Amendments to the Restated Certificate of Incorporation declassify the Board of Directors and remove the prior restriction preventing stockholders from calling special meetings.
Bylaws were amended to implement a stockholder right to call special meetings with a 25% ownership threshold and related procedures. Stockholders elected Margot L. Carter, Michael R. Nicolais and Mary P. Ricciardello as directors until the 2029 annual meeting, approved an advisory resolution on executive compensation, and supported Ernst & Young LLP as independent auditors for the fiscal year ending March 31, 2027.
Eagle Materials Inc. reported first quarter fiscal 2027 results for the quarter ended June 30, 2026. Revenue rose to $650,966 thousand from $634,690 thousand, but net earnings declined to $102,127 thousand from $123,362 thousand, and diluted EPS fell to $3.29 from $3.76.
Heavy Materials revenue, including Cement, Concrete and Aggregates, increased 8% to $412,725 thousand, with cement revenue higher and sales volume reaching a record 2.1 million tons, though Heavy Materials operating earnings decreased to $77,608 thousand. Light Materials revenue fell 5% to $238,241 thousand as gypsum wallboard volume declined 2% to 772 MMSF and average net wallboard price decreased 10%.
Management cited an unexpected equipment failure at the Mountain Cement facility, with an estimated $6 million earnings impact and additional maintenance, raw material and downtime costs, partly offset by lower energy costs and expected insurance recovery. Eagle repurchased 406,500 shares for approximately $84 million and ended June 30, 2026 with debt of $1.8 billion, net debt of $1.5 billion and a net debt to Adjusted EBITDA ratio of 2.1x.
Eagle Materials Inc. approved new long-term equity awards for key officers under its 2023 Equity Incentive Plan, effective May 21, 2026. The package combines performance-vesting restricted stock units (PSUs), performance-vesting stock options, time-vesting RSUs and time-vesting options.
Performance awards depend on the company’s average return on equity through fiscal 2029, adjusted for average absolute total stockholder return. Payouts can range from 50% to 200% of target. Earned PSUs are settled in common stock and related options become exercisable after performance is certified, while unearned awards are forfeited.
Time-based RSUs and options vest ratably on May 21, 2027, March 31, 2028 and March 31, 2029, subject to continued service. The stock option exercise price is set at the May 21, 2026 closing share price of $199.13 and options have a 10-year term. CEO Michael R. Haack received equity awards with a target value of $6,000,000, with other named executives receiving proportionate grants.
Eagle Materials Inc. announced that longtime Senior Vice President, Chief Accounting Officer and Controller William R. Devlin will retire effective June 1, 2026, after more than 20 years in the role. He will stay on in an advisory capacity for roughly two to three months to support a smooth transition.
As part of planned succession, Samuel M. Guzman Jr., currently Vice President – Financial Reporting, will become Senior Vice President, Chief Accounting Officer and Controller on the same date. The Compensation Committee also approved three fiscal 2027 bonus frameworks: a salaried incentive plan funded by 1.2% of operating earnings with caps of 3x base salary, business unit EBITDA-based pools (including a 2.00% pool for American Gypsum and 1.90% for consolidated cement subsidiaries) with 2x salary caps, and a Special Situation Program funded by 0.2% of EBITDA plus unused bonus pool amounts.
Eagle Materials Inc. reported record fiscal 2026 revenue of $2.31 billion, up from $2.26 billion, with diluted EPS of $13.16 and net earnings of $423.8 million. Operating cash flow reached $614 million, and net debt was $1.48 billion, resulting in a 1.9x net debt-to-Adjusted EBITDA ratio.
Heavy Materials revenue, including cement, concrete and aggregates, rose about 10% to $1.43 billion, driven by higher cement and aggregates volumes, while Light Materials revenue, led by gypsum wallboard and recycled paperboard, declined 9% to $881.4 million on softer residential demand and lower prices. The company returned $2.2 billion to shareholders over five years through repurchases and dividends and continues large modernization projects at its Laramie cement and Duke wallboard plants to expand capacity and reduce costs.
Eagle Materials Inc. filed a current report stating that it has announced its results of operations for the quarter ended December 31, 2025. The company released these quarterly operating results through an earnings press release dated January 29, 2026.
The earnings press release is included as Exhibit 99.1 and incorporated by reference, while Exhibit 104 covers the interactive data for the cover page. This filing mainly serves to formally furnish the earnings information to investors and regulators.
Eagle Materials Inc. (EXP) completed an underwritten public offering of $750.0 million aggregate principal amount of 5.000% Senior Notes due 2036, receiving approximately $734.9 million in net proceeds after underwriting discounts and estimated expenses. The company plans to use a portion of the proceeds to repay all outstanding borrowings under its revolving credit facility and the remainder for general corporate purposes.
The Notes are senior unsecured obligations, pay interest on March 15 and September 15 each year beginning March 15, 2026, and mature on March 15, 2036. They are redeemable at a make-whole price prior to December 15, 2035 and at 100% thereafter, and include a 101% repurchase right upon a Change of Control Triggering Event.
Eagle Materials Inc. (EXP) reported that it announced results of operations for the quarter ended September 30, 2025. The company furnished its earnings press release as Exhibit 99.1, which is incorporated by reference. This 8-K serves to make the press release publicly available; detailed financial figures and commentary are contained in the exhibit.
Eagle Materials Inc. announced the dual listing of its common stock on NYSE Texas, the newly launched fully electronic equities exchange headquartered in Dallas, Texas. The company’s shares are registered on the New York Stock Exchange under the trading symbol EXP, and the 8-K states this action establishes a second listing on NYSE Texas.
The filing furnishes a press release as Exhibit 99.1 and expressly notes the information is being furnished (not filed) under SEC rules, so it will not be incorporated by reference into future filings.