8-K ·Filed May 21, 2026

EXP

EAGLE MATERIALS INC
NEUTRAL
Impact 2/10
Horizonimmediate Processed4mo ago SEC0001193125-26-234580
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

This is a routine officer succession with no financial data. Monitor for any unexpected changes in the advisory transition period or Q1 FY2027 operating results that determine the bonus pool availability.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
EXP ▲ +0.52% at T+60d
NEUTRAL call ✓ call won +0.52% · α vs SPY -2.67% · entry $199.43 → $200.46
Entry anchored
May 21, 2026
via day open
T+1d
+3.58%
call +3.58% · α +2.99%
$206.56
settled 4mo ago
T+5d
+10.82%
call +10.82% · α +9.16%
$221.01
settled 4mo ago
T+20d
+11.06%
call +11.06% · α +12.48%
$221.50
settled 3mo ago
T+60d
+0.52%
call +0.52% · α -2.67%
$200.46
settled 6w ago

Price Chart

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Executive Summary

Eagle Materials Inc. filed an 8-K reporting the planned retirement of William R. Devlin, Senior Vice President, Chief Accounting Officer, and Controller, effective June 1, 2026, with a smooth succession to Samuel M. Guzman Jr., who is currently Vice President of Financial Reporting. The filing also details the approval of new FY2027 incentive compensation plans for corporate, business-unit, and special-situation bonuses, which are routine administrative updates. No financial results, guidance, or material operational changes were disclosed.

Key Facts

  • William R. Devlin, SVP & CAO, will retire effective June 1, 2026, and remain in an advisory role for 2-3 months.
  • Samuel M. Guzman Jr. will succeed Devlin as SVP, CAO, and Controller effective June 1, 2026; Guzman was previously VP of Financial Reporting and has prior CAO experience at Beacon Roofing Supply and Liquidity Services.
  • The Compensation Committee approved three new incentive compensation programs for FY2027: the Eagle Plan (1.2% of operating earnings pool), the Business Unit Plan (EBITDA-based pools for subsidiaries), and the Special Situation Program (0.2% of EBITDA plus forfeited amounts).
  • CEO Michael R. Haack is allocated 33% of the Eagle Plan corporate bonus pool; CFO D. Craig Kesler 16%; General Counsel Matt Newby 11%.
  • Business unit bonus pools are set at 2.00% of EBITDA for American Gypsum, 1.90% for cement subsidiaries, 1.80% for Republic Paperboard, and 2.40% for concrete/aggregates.

Financial Impact

No financial figures reported. Bonus pools are formula-based on FY2027 operating earnings and EBITDA; no dollar amounts disclosed.

Risk Factors

  • No material risks identified from this filing; the CAO retirement is planned with a named, qualified successor.

Market Snapshot

Exchange
NYSE
Sector
Cement, Hydraulic
Analyst Consensus
5% bullish (19 analysts)

Investment Themes

Materials & Mining

Documents Analyzed

This report is based on 7 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-234580
Document: d94893dex102.htm0001193125-26-234580
Document: d94893dex101.htm0001193125-26-234580
Document: d94893dex103.htm0001193125-26-234580
Document: 0001193125-26-234580-index-headers.html0001193125-26-234580
Document: 0001193125-26-234580-index.html0001193125-26-234580
Document: 0001193125-26-234580.txt0001193125-26-234580
5 reports for EXP
Performance horizon
Filters
Rows
Reports for EXP — sortable, filterable
TypeNow
Jul 29, 2026
9w ago
8-K
NEUTRAL ★ 5/10
$209.91 $200.08▼ −4.68%▼ −9.70%$171.36 (−18.37%)
Jun 25, 2026
14w ago
Institutional Cluster
MIXED ★ 4/10
$235.44 $207.11▼ −12.03%▼ −12.56%$171.36 (−27.22%)
Jun 15, 2026
15w ago
DEFA14A
NEUTRAL ★ 3/10
$219.90 $204.99▼ −6.78%▼ −6.98%$171.36 (−22.07%)
May 21, 2026
19w ago
8-K
NEUTRAL ★ 2/10
$199.43 $221.50▲ +11.06%▲ +12.48%$171.36 (−14.08%)
May 19, 2026
19w ago
8-K
MIXED ★ 5/10
$199.88 $213.24▲ +6.68%▲ +5.70%$171.36 (−14.27%)
Showing 5 of 5

US Market Status

Market Closed — Opens Mon (39h 26m)

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