UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Quarterly Period Ended December 31, 2021 Commission File Number 1-12984 EAGLE MATERIALS INC. (Exact name of registrant as specified in its charter) Delaware (State of Incorporation) 75-2520779 (I.R.S. Employer Identification No.) 5960 Berkshire Lane, Suite 900, Dallas, Texas 75225 (Address of principal executive offices) (214) 432-2 ...

October 28, 2021 Second Quarter Fiscal 2022 Earnings Release and Conference Call Forward-Looking Statements Forward‐Looking Statements. This presentation contains forward‐looking statements within the meaning of Section 27A of the Securities Act of 1933, Section 21E of the Securities Exchange Act of 1934 and the Private Securities Litigation Reform Act of 1995. Forward‐looking statements may be identified by the context of the statement and generally arise when the Company is discussing its beliefs, estimat ...

Eagle Materials Inc. (NYSE:EXP) Q2 2022 Earnings Conference Call October 28, 2021 8:30 AM ET Company Participants Michael Haack - President and CEO Craig Kesler - Chief Financial Officer Bob Stewart - Executive Vice President, Strategy, Corporate Development and Communications Conference Call Participants Trey Grooms - Stephens Brent Thielman - D.A. Davidson Anthony Pettinari - Citi Jatin Khanna - Goldman Sachs Adam Thalhimer - Thompson Davis Phil Ng - Jefferies Kevin Hocevar - Northcoast Research Josh Wils ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Quarterly Period Ended September 30, 2021 Commission File Number 1-12984 EAGLE MATERIALS INC. (Exact name of registrant as specified in its charter) Delaware (State of Incorporation) 75-2520779 (I.R.S. Employer Identification No.) 5960 Berkshire Lane, Suite 900, Dallas, Texas 75225 (Address of principal executive offices) (214) 432- ...

Financial Data and Key Metrics Changes - First quarter revenue reached a record $476 million, an increase of 11% from the prior year, driven by higher wallboard and cement sales prices, as well as increased wallboard and paperboard sales volume [16] - First quarter earnings per share was $2.25, a 3% decrease from the prior year, primarily due to a $0.93 per share gain from the sale of Northern California businesses in the previous year [16] - Operating cash flow increased 17% to $111 million, reflecting strong earnings and disciplined working capital management [20] Business Line Data and Key Metrics Changes - Heavy Materials sector revenue increased 3%, driven by higher cement sales prices, which rose by $6.00 to $8.00 per ton, although lower cement sales volume was noted due to heavy rainfall in Texas [17] - Light Materials sector revenue increased 25%, reflecting higher wallboard sales volume and prices, with operating earnings increasing 51% to $67 million, and wallboard margins improved to 38% from 32% in the prior year [19] Market Data and Key Metrics Changes - Residential construction remains a significant demand driver, accounting for approximately 80% of gypsum wallboard demand and about 30% of cement demand, with a strong outlook for housing starts [5][6] - The National Association of Realtors reported a cumulative demand supply gap of 6.8 million homes, indicating a robust outlook for gypsum wallboard demand [8] Company Strategy and Development Direction - The company is well-positioned to take advantage of current market opportunities, with a strong balance sheet providing substantial financial firepower for growth opportunities [14] - The company has restarted its share repurchase program and completed the issuance of 2.5% 10-year senior notes to strengthen its capital structure [15] Management's Comments on Operating Environment and Future Outlook - Management noted that the demand picture is robust for both gypsum wallboard and cement, with sustainable factors driving this strength expected to last through the mid-term [10] - The company is largely insulated from the diminishing supply of synthetic gypsum and is positioned to benefit from supply dynamics in the industry [12] Other Important Information - The company completed full maintenance outages at each facility during the quarter, which increased maintenance spending by approximately $10 million compared to the previous year [18] - The company has a considerable amount of shares available for repurchase, with nearly 7 million shares under repurchase authorization [31] Q&A Session Summary Question: Expectations for a bounce back in JV volumes in Q2 after Texas weather impact - Management confirmed that as weather improves, cement shipments are expected to resume at a faster pace [23] Question: Status of midyear price increases in the cement market - Management stated that they are currently implementing a cement price increase and evaluating other markets for potential increases [24] Question: Details on cost inflation and its impact on margins - Management indicated that while costs for paper and energy are rising, they are able to pass most of these costs through to customers [27] Question: Insights on wallboard pricing and demand - Management confirmed that wallboard prices increased significantly during the quarter and that demand remains strong [35][36] Question: Capital deployment opportunities in the wallboard industry - Management indicated a focus on maximizing production from existing facilities rather than pursuing M&A opportunities in the wallboard sector [43] Question: Current CapEx expectations for the year - Management expects capital expenditures to be in the range of $90 million to $100 million for the full year [62]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Quarterly Period Ended June 30, 2021 Commission File Number 1-12984 EAGLE MATERIALS INC. (Exact name of registrant as specified in its charter) Delaware (State of Incorporation) 75-2520779 (I.R.S. Employer Identification No.) 5960 Berkshire Lane, Suite 900, Dallas, Texas 75225 (Address of principal executive offices) (214) 432-2000 ...

Eagle Materials Inc.(NYSE:EXP) Q3 2021 Earnings Conference Call January 28, 2021 8:30 AM ET Company Participants Michael Haack - CEO, President & Director Craig Kesler - EVP, Finance & Administration & CFO Conference Call Participants Trey Grooms - Stephens Brent Thielman - D.A. Davidson and Company Adrian Huerta - JP Morgan Anthony Pettinari - Citigroup Jerry Revich - Goldman Sachs Stanley Elliott - Stifel Nicolaus Adam Thalhimer - Thompson, Davis & Company Josh Wilson - Raymond James Operator Good day, ev ...

Financial Data and Key Metrics Changes - The company reported record revenue of $448 million for the second quarter, an increase of 12% from the prior year, primarily driven by the acquisition of Kosmos Cement and organic revenue growth of 2% from increased Cement and Wallboard sales volume [18][19] - Earnings per share from continuing operations were $2.16, reflecting a 20% improvement, which included a one-time tax benefit of $0.14 per share [19] - Operating cash flow increased by 94% during the first six months of the year, supported by earnings growth and disciplined working capital management [24] Business Line Data and Key Metrics Changes - Cement volumes increased by 23% for the quarter and 28% for the fiscal year, indicating strong performance across organic markets [7] - Wallboard shipments rose by 6% for both the quarter and the fiscal year, outperforming the industry average of 1% [13][21] - The Heavy Materials sector, which includes Cement, Concrete, and Aggregates, saw a revenue increase of 15%, largely due to the Kosmos Cement acquisition [21] Market Data and Key Metrics Changes - The South region leads in housing starts, significantly impacting Wallboard demand, with the company strategically positioned in the Sunbelt region [12] - Retail sales have rebounded above pre-pandemic levels, contributing positively to state and local budgets, which are crucial for infrastructure funding [8] Company Strategy and Development Direction - The company plans to separate its Cement and Wallboard businesses, although the timing remains uncertain due to market conditions [15][16] - The focus remains on debt reduction and maintaining financial flexibility amid pandemic-related uncertainties [25] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about long-term demand for Cement, despite potential slower growth trends in the near term due to economic uncertainties [10] - The company is currently operating at high capacity utilization levels, indicating that production may not keep pace with demand growth if it continues [11] Other Important Information - The company has delayed certain planned maintenance outages due to COVID-19, resulting in higher maintenance costs for the quarter [22] - Total liquidity at the end of the quarter was over $700 million, with no near-term debt maturities [25] Q&A Session Summary Question: Can you discuss the Heavy Materials pricing dynamics and demand changes? - Management noted that all markets contributed positively to pricing improvements and demand, with no specific location outperforming others [28] Question: How are key states performing regarding DOT funding? - Management indicated that they expect low single-digit growth, with robust demand in their operational locations [29] Question: What is the current capacity utilization and supply-demand balance? - Management confirmed high capacity utilization and strong demand, particularly in the Southern U.S. [32] Question: Can you provide details on the Wallboard price increase? - A price increase for Wallboard is set to be implemented in early November, supported by strong demand [33] Question: Which cement markets have successfully implemented price increases? - Management stated that pricing improvements were consistent across the entire network, with a 4% organic price realization increase [35][36] Question: How is Wallboard demand driven by residential versus commercial construction? - Approximately 85% of Wallboard demand is driven by residential construction, particularly single-family homes [39] Question: What is the impact of weather on Cement volume as the seasons change? - Management indicated that weather dependency is a significant factor, with October showing consistent demand [44] Question: How is the Kosmos business performing? - Kosmos volumes were in line with expectations, with seasonality to be considered in future projections [42] Question: What are the expectations for Wallboard margins going forward? - Management expressed confidence in maintaining margins due to a strong supply structure and demand from single-family residential construction [55]

1 First Quarter Fiscal Year 2021 Earnings Release and Conference Call July 30, 2020 Forward-Looking Statements Forward-Looking Statements. This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, Section 21E of the Securities Exchange Act of 1934 and the Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the context of the statement and generally arise when the Company is discussing its beliefs, esti ...