As businesses around the world strive to balance profit, purpose and planetary responsibility, green packaging has emerged as a cornerstone of forward‑looking corporate strategy. What began as a niche movement among ethical brands is now a mainstream priority across sectors — from retail and food service to electronics and consumer goods. In 2026, sustainable packaging isn’t just a marketing asset; it is a business imperative. Driven by tightening regulations, shifting consumer preferences and innovatio ...

What happenedOn Nov. 14, 2025, L1 Capital International, an Australia-based fund specializing in high-conviction international equities, disclosed in an SEC filing that it had sold its entire $19.1 million stake in Eagle Materials (EXP 0.98%).L1 Capital International sold its entire holding of 84,795 shares in Eagle Materials during the third quarter. The transaction was valued at $19,092,442 based on quarterly average pricing. What else to knowAt the end of the second quarter, Eagle Materials constituted 4 ...

Financial Performance & Guidance - Q3 2025 net sales decreased by 1% year-over-year to $2190 million, compared to $2216 million in Q3 2024[31] - Packaging sales decreased by 2% year-over-year, with volume down 2% and price down 1%[7, 31] - Adjusted EBITDA for Q3 2025 was $383 million, a decrease from $433 million in Q3 2024, resulting in a margin of 175%, down 200 basis points[31] - Adjusted EPS for Q3 2025 was $058, compared to $064 in Q3 2024[31] - The company reaffirms its net sales guidance for 2025 at $84 billion to $86 billion, but lowers Adjusted EBITDA guidance to $14 billion to $145 billion and Adjusted EPS guidance to $180 to $200[37] Innovation & Market Trends - The company is on track to achieve 2% innovation sales growth in 2025[7] - The addressable market opportunity for paperboard packaging innovation is $15 billion[13] - Innovation is focused on more circular, more functional, and more convenient packaging solutions[19] - The company highlights a $5 billion global trays and bowls addressable market opportunity with their ProducePack™ innovation, aiming for up to 95% plastic reduction[21] Capital Allocation - Year-to-date, the company has returned $248 million to stockholders, including $98 million in cash dividends and $150 million in share repurchases[35] - Approximately 68 million shares were repurchased at an average price of $2217 per share, reducing shares outstanding by 23%[35]

Financial Performance - Fiscal Year 2025 saw record revenue of $2.3 billion[4] - Record diluted EPS of $13.77 was achieved in Fiscal Year 2025[4] - The company returned $332 million to shareholders[4] - Fiscal Q4 2025 revenue was $470 million compared to $477 million in Fiscal Q4 2024[8] - Fiscal Year 2025 revenue was $2.261 billion compared to $2.259 billion in Fiscal Year 2024[8] - Fiscal Q4 2025 Diluted EPS was $2.00 compared to $2.24 in Fiscal Q4 2024[12] - Fiscal Year 2025 Diluted EPS was $13.77 compared to $13.61 in Fiscal Year 2024, up 1%[12] Business Segments - Cement sales volume decreased by 5%, but net sales prices increased by 4% in Fiscal Year 2025[15] - Cement revenue was $1.439 billion in FY2025 compared to $1.466 billion in FY2024[15] - Cement operating earnings were $311 million in FY2025 compared to $351 million in FY2024[15] - Wallboard net sales prices were up 1%, and record Recycled Paperboard sales volume was up 5% in Fiscal Year 2025[19] - Light Materials revenue was $969 million in FY2025 compared to $941 million in FY2024[18] - Light Materials operating earnings were $389 million in FY2025 compared to $366 million in FY2024[18] Strategic Initiatives - The company acquired two aggregates businesses, leading to a 50% increase in annual aggregates production capacity[5]