Eagle Materials Inc.

NYSE:EXP 株式レポート

時価総額:US$6.6b

Eagle Materials マネジメント

マネジメント 基準チェック /44

Eagle Materialsの CEO はMichael Haackで、 Aug2018年に任命され、 の在任期間は 7.75年です。 の年間総報酬は$ 10.03Mで、 10.8%給与と89.2%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.26%を直接所有しており、その価値は$ 16.96M 。経営陣と取締役会の平均在任期間はそれぞれ7.3年と8.6年です。

主要情報

Michael Haack

最高経営責任者

US$10.0m

報酬総額

CEO給与比率10.78%
CEO在任期間7.8yrs
CEOの所有権0.3%
経営陣の平均在職期間7.3yrs
取締役会の平均在任期間8.6yrs

経営陣の近況

Recent updates

ナラティブ更新 May 11

EXP: Stable Outlook And Assumption Tweaks Will Support Measured Future Upside Potential

Analysts have maintained their $222.90 price target for Eagle Materials, citing slight updates to their assumptions on discount rate, revenue growth, profit margin, and future P/E as the reasons for reaffirming their view. Valuation Changes Fair Value: The fair value estimate remains unchanged at $222.90, indicating no adjustment to the central valuation outcome.
Seeking Alpha Apr 30

Eagle Materials Is Finally Deserving Of An Upgrade

Summary Eagle Materials is upgraded from “Hold” to a soft “Buy” after a 12.5% stock decline and improving relative valuation. Despite recent revenue and profit weakness, EXP trades at a discount to peers, with potential upside ranging from 2.9% to 101.5% based on multiples. Segment performance is mixed: Cement and Aggregates show growth, while Gypsum Wallboard and Recycled Paperboard remain pressured by a weak housing market. Management's aggressive share buybacks and dividends have increased net leverage, but overall financial health remains solid, and risk is manageable. Read the full article on Seeking Alpha
ナラティブ更新 Apr 27

EXP: Extensive Buybacks And Stable Outlook Will Support Measured Future Upside Potential

Analysts have slightly adjusted their price target for Eagle Materials from $223.50 to $222.90, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Between October 1, 2025 and December 31, 2025, Eagle Materials repurchased 648,448 shares for US$142.59 million, representing 2.01% of the company.
ナラティブ更新 Apr 09

EXP: Ongoing Buybacks Will Support Constructive Outlook And Future Upside Potential

Analysts now set their price target for Eagle Materials at about $223.50, a move of roughly $1 from the prior fair value estimate, reflecting updated assumptions for revenue growth, profit margins, and the P/E multiple used in their models. What's in the News From October 1, 2025 to December 31, 2025, Eagle Materials repurchased 648,448 shares, or 2.01% of its shares, for US$142.59 million under its ongoing buyback program (Key Developments).
ナラティブ更新 Mar 23

EXP: Ongoing Buybacks And Stable Assumptions Will Sustain Constructive Outlook

Analysts have reiterated a price target of $222.55 for Eagle Materials, with only minor adjustments to assumptions such as discount rate, revenue growth, profit margin, and future P/E. This reflects a largely unchanged view of the company’s valuation drivers.
ナラティブ更新 Mar 09

EXP: Ongoing Buybacks Will Support A Constructive Outlook For Shares

Analysts have trimmed their price target for Eagle Materials slightly, from about $224 to roughly $223. This reflects small adjustments to their fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.
ナラティブ更新 Feb 23

EXP: Share Repurchases And Slight Assumption Shifts Will Support A Balanced Outlook

Analysts have slightly adjusted their price target on Eagle Materials to $224.0, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News From October 1, 2025 to December 31, 2025, Eagle Materials repurchased 648,000 shares for $142.6 million, representing 2.01% of its shares under the current buyback program (Key Developments).
ナラティブ更新 Feb 06

EXP: Share Repurchases And Updated Assumptions Will Shape A Fairly Balanced Outlook

Analysts have lifted their price target on Eagle Materials from about US$225 to roughly US$237, pointing to updated assumptions around slightly higher future P/E levels, along with adjustments to fair value, discount rate, revenue growth and profit margin inputs. What's in the News From October 1, 2025 to December 31, 2025, Eagle Materials repurchased 648,000 shares for US$142.6 million, representing 2.01% of its shares.
分析記事 Jan 23

Is Eagle Materials Inc. (NYSE:EXP) Trading At A 36% Discount?

Key Insights The projected fair value for Eagle Materials is US$353 based on 2 Stage Free Cash Flow to Equity Current...
ナラティブ更新 Jan 23

EXP: Share Repurchases And Slightly Revised Assumptions Will Support A Balanced Outlook

Analysts have nudged their price target for Eagle Materials slightly lower to about US$236.80 from roughly US$236.90, reflecting modest tweaks to assumptions around discount rate, revenue growth, profit margins, and future P/E. What's in the News Between July 1, 2025 and September 30, 2025, Eagle Materials repurchased 395,500 shares for US$89.08 million, representing 1.21% of the company.
ナラティブ更新 Jan 08

EXP: Share Repurchases And Steady Assumptions Will Support A Constructive Outlook

Narrative Update on Eagle Materials Analysts have kept their fair value target for Eagle Materials steady at about US$236.90. They have made only minor adjustments to inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions to reflect updated modeling rather than a change in their overall view.
分析記事 Dec 31

Eagle Materials (NYSE:EXP) Shareholders Will Want The ROCE Trajectory To Continue

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
ナラティブ更新 Dec 19

EXP: Share Buybacks And Modest Assumption Shifts Will Shape A Balanced Outlook

Analysts have modestly reduced their price target on Eagle Materials, trimming fair value from approximately $251.70 to $236.90 as they factor in a slightly higher discount rate, marginally softer long term revenue growth and profit margin assumptions, and a lower expected future P/E multiple. What's in the News Eagle Materials repurchased 395,500 shares between July 1 and September 30, 2025, representing 1.21% of shares for $89.08 million (Key Developments) The company has now cumulatively repurchased 29,933,756 shares, representing 66.77% of shares, under its longstanding buyback program announced on July 28, 2004 (Key Developments) Total capital returned via the buyback program has reached approximately $3.05 billion, signaling a sustained focus on shareholder returns (Key Developments) Valuation Changes The fair value estimate has declined modestly from $251.70 to $236.90 per share, reflecting a more conservative assessment of long-term prospects.
分析記事 Nov 02

Eagle Materials Inc. (NYSE:EXP) Just Reported Second-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Shareholders might have noticed that Eagle Materials Inc. ( NYSE:EXP ) filed its quarterly result this time last week...
分析記事 Oct 28

There's No Escaping Eagle Materials Inc.'s (NYSE:EXP) Muted Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
ナラティブ更新 Oct 22

Analysts Lift Eagle Materials Price Target as Profit Margins Offset Softer Revenue Outlook

Analysts have modestly raised their price target for Eagle Materials to $251.70. They cite slightly higher profit margin expectations, which offset reduced revenue growth forecasts and a nearly unchanged discount rate.
ナラティブ更新 Oct 08

Modernization And Federal Funding Will Drive Sustainable Construction Trends

Analysts have slightly raised their price target for Eagle Materials from $249.67 to $251.67, citing minor adjustments in underlying financial estimates. What's in the News Between April 1, 2025 and June 30, 2025, Eagle Materials repurchased 357,938 shares, representing 1.09% of the company, for $78.62 million (Key Developments).
分析記事 Sep 09

Is Eagle Materials Inc. (NYSE:EXP) Potentially Undervalued?

Eagle Materials Inc. ( NYSE:EXP ), might not be a large cap stock, but it led the NYSE gainers with a relatively large...
分析記事 Jul 24

Insufficient Growth At Eagle Materials Inc. (NYSE:EXP) Hampers Share Price

Eagle Materials Inc.'s ( NYSE:EXP ) price-to-earnings (or "P/E") ratio of 15.3x might make it look like a buy right now...
分析記事 Jul 09

We Like Eagle Materials' (NYSE:EXP) Returns And Here's How They're Trending

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Seeking Alpha Apr 23

Eagle Materials: Further Upside Is Justified

Summary Eagle Materials Inc., a supplier of construction materials, has outperformed the S&P 500 with a 34.7% rise since January 2022. The Cement segment drove revenue and profit growth despite mixed results in other segments like Gypsum Wallboard and Concrete and Aggregates. Management's strategic investments and cost-saving initiatives, such as the Bullskin Stone & Lime acquisition, bolster long-term growth prospects. Despite some recent profit declines, EXP stock is attractively priced and maintains a strong potential for future gains, warranting a bullish outlook. Read the full article on Seeking Alpha
Seeking Alpha Feb 08

Eagle Materials: Cementing Growth And Infrastructure Tailwinds

Summary EXP reported balanced Q3 performance, with Light Materials growth offsetting weather-related declines in Heavy Materials, maintaining a buy rating. Heavy Materials revenue declined due to record rainfall and higher maintenance costs, while Light Materials saw stronger sales volume and pricing. Bullskin Stone & Lime acquisition expands EXP’s aggregate footprint and secures long-term raw material reserves in Pennsylvania. Federal infrastructure funding is ramping up, with 60,000+ projects underway, driving long-term cement demand growth. Read the full article on Seeking Alpha
Seeking Alpha Nov 24

Eagle Materials: Caution Is Warranted

Summary Eagle Materials Inc. trades near its 52-week-high, buoyed by higher infrastructure spending and Fed rate cuts, despite rising mortgage rates and some insider selling. The company operates in four segments: Cement, Concrete and Aggregates, Gypsum Wallboard, and Recycled Paperboard, and has an approximate market cap of $10.5 billion. Recently, quarterly results missed expectations, but Goldman Sachs and Truist Financial maintained Buy ratings with price targets of $317 and $330 respectively. Can the rally in the stock of Eagle Materials continue?  An analysis follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha Sep 12

Eagle Materials: A Cemented Business

Summary Eagle Materials offers a dual play on the US housing market recovery and infrastructure spending, while trading at reasonable valuations. The company posted strong fiscal 2024 results with earnings growth, aggressive share buybacks, and manageable leverage. Long-term demand drivers, including public infrastructure spending, remain solid, providing a positive outlook despite potential margin retreats. I remain optimistic about the business long term, but may consider taking profits if shares re-test highs around $300. Read the full article on Seeking Alpha
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新しいナラティブ Aug 27

Greening Operations And Tactical Acquisitions Power Long-Term Growth Prospects

Expansion and sustainability efforts like alternative fuel systems and water usage reduction showcase a commitment to operational efficiency and environmental responsibility.
Seeking Alpha Jun 27

Eagle Materials: Good Growth Prospects And A Reasonable Valuation

Summary Eagle Materials Inc. is expected to see revenue and margin growth, with a favorable outlook in the cement and wallboard businesses. Adverse weather impacted cement volumes last quarter, but price increases and volume recovery are expected to drive current quarter revenues. Strong demand fundamentals, pricing environment, and cost reduction efforts support a buy rating on the stock with the potential for a P/E multiple re-rating. Read the full article on Seeking Alpha

CEO報酬分析

Eagle Materials の収益と比較して、Michael Haack の報酬はどのように変化したか?
日付総報酬給与会社業績
Dec 31 2025n/an/a

US$430m

Sep 30 2025n/an/a

US$447m

Jun 30 2025n/an/a

US$453m

Mar 31 2025US$10mUS$1m

US$463m

Dec 31 2024n/an/a

US$474m

Sep 30 2024n/an/a

US$484m

Jun 30 2024n/an/a

US$491m

Mar 31 2024US$8mUS$1m

US$478m

Dec 31 2023n/an/a

US$501m

Sep 30 2023n/an/a

US$489m

Jun 30 2023n/an/a

US$477m

Mar 31 2023US$8mUS$1m

US$462m

Dec 31 2022n/an/a

US$436m

Sep 30 2022n/an/a

US$421m

Jun 30 2022n/an/a

US$384m

Mar 31 2022US$7mUS$900k

US$374m

Dec 31 2021n/an/a

US$366m

Sep 30 2021n/an/a

US$345m

Jun 30 2021n/an/a

US$332m

Mar 31 2021US$6mUS$824k

US$334m

Dec 31 2020n/an/a

US$337m

Sep 30 2020n/an/a

US$300m

Jun 30 2020n/an/a

US$285m

Mar 31 2020US$5mUS$800k

US$231m

報酬と市場: Michaelの 総報酬 ($USD 10.03M ) は、 US市場 ($USD 8.41M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Michaelの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Michael Haack (52 yo)

7.8yrs
在職期間
US$10,031,035
報酬

Mr. Michael R. Haack has been President of Eagle Materials Inc. since August 2018 and its Director since June 19, 2019. He has been Chief Executive Officer of Eagle Materials Inc. since July 1, 2019. He se...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Michael Haack
CEO, President & Director7.8yrsUS$10.03m0.26%
$ 17.0m
D. Kesler
Executive VP of Finance & Administration and CFO16.8yrsUS$3.16m0.17%
$ 11.5m
Matthew Newby
Executive VP3.9yrsUS$2.10m0.062%
$ 4.1m
Tony Thompson
Senior Vice President of Cement East7.3yrsUS$1.23m0.040%
$ 2.6m
Eric Cribbs
President of American Gypsum Company5.3yrsUS$1.67m0.039%
$ 2.6m
William Devlin
Senior VP20.6yrsUS$653.32k0.060%
$ 4.0m
Alex Haddock
Senior Vice President of Investor Relations3.9yrsデータなし0.010%
$ 670.8k
Tony Sneska
Senior Vice President of Cement Sales & Marketingno dataデータなしデータなし
Tom Hamp
Senior Vice President of Cement Westno dataデータなしデータなし
7.3yrs
平均在職期間
52yo
平均年齢

経験豊富な経営陣: EXPの経営陣は経験豊富で経験豊富です(平均在職期間は7.3年)。


取締役

名称ポジション在職期間報酬所有権
Michael Haack
CEO, President & Director6.9yrsUS$10.03m0.26%
$ 17.0m
Richard Beckwitt
Independent Director11.7yrsUS$287.94k0.074%
$ 4.9m
Margot Carter
Independent Director8.6yrsUS$195.12k0.034%
$ 2.2m
Mary Ricciardello
Independent Director6.1yrsUS$261.74k0.032%
$ 2.1m
George Damiris
Independent Director9.7yrsUS$287.94k0.029%
$ 1.9m
Martin Ellen
Independent Director12.9yrsUS$250.12k0.039%
$ 2.6m
Michael Nicolais
Independent Chairman of the Board25yrsUS$424.45k0.18%
$ 12.0m
Mauro Gregorio
Independent Director4.5yrsUS$261.76k0.022%
$ 1.4m
David Rush
Independent Director1yrデータなし0.013%
$ 878.5k
8.6yrs
平均在職期間
65yo
平均年齢

経験豊富なボード: EXPの 取締役会経験豊富 であると考えられます ( 8.6年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/11 19:23
終値2026/05/11 00:00
収益2025/12/31
年間収益2025/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

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アナリスト筋

Eagle Materials Inc. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24

アナリスト機関
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