Eagle Materials 過去の業績
過去 基準チェック /26
Eagle Materialsは、平均年間6.9%の収益成長を遂げていますが、 Basic Materials業界の収益は、年間 成長しています。収益は、平均年間13.7% 7.3%収益成長率で 成長しています。 Eagle Materialsの自己資本利益率は28.8%であり、純利益率は18.7%です。
主要情報
6.91%
収益成長率
12.15%
EPS成長率
| Basic Materials 業界の成長 | 19.98% |
| 収益成長率 | 7.31% |
| 株主資本利益率 | 28.80% |
| ネット・マージン | 18.70% |
| 次回の業績アップデート | 19 May 2026 |
最近の業績更新
Recent updates
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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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
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収支内訳
収支内訳
Eagle Materials の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Dec 25 | 2,300 | 430 | 86 | 0 |
| 30 Sep 25 | 2,302 | 447 | 83 | 0 |
| 30 Jun 25 | 2,287 | 453 | 79 | 0 |
| 31 Mar 25 | 2,261 | 463 | 74 | 0 |
| 31 Dec 24 | 2,267 | 474 | 72 | 0 |
| 30 Sep 24 | 2,268 | 484 | 65 | 0 |
| 30 Jun 24 | 2,266 | 491 | 64 | 0 |
| 31 Mar 24 | 2,259 | 478 | 60 | 0 |
| 31 Dec 23 | 2,253 | 501 | 58 | 0 |
| 30 Sep 23 | 2,205 | 489 | 56 | 0 |
| 30 Jun 23 | 2,188 | 477 | 53 | 0 |
| 31 Mar 23 | 2,148 | 462 | 54 | 0 |
| 31 Dec 22 | 2,091 | 436 | 52 | 0 |
| 30 Sep 22 | 2,043 | 421 | 52 | 0 |
| 30 Jun 22 | 1,947 | 384 | 49 | 0 |
| 31 Mar 22 | 1,862 | 374 | 47 | 0 |
| 31 Dec 21 | 1,792 | 366 | 42 | 0 |
| 30 Sep 21 | 1,733 | 345 | 41 | 0 |
| 30 Jun 21 | 1,671 | 332 | 41 | 0 |
| 31 Mar 21 | 1,623 | 334 | 50 | 0 |
| 31 Dec 20 | 1,585 | 337 | 52 | 0 |
| 30 Sep 20 | 1,523 | 300 | 54 | 0 |
| 30 Jun 20 | 1,476 | 285 | 57 | 0 |
| 31 Mar 20 | 1,404 | 231 | 65 | 0 |
| 31 Dec 19 | 1,384 | 34 | 59 | 0 |
| 30 Sep 19 | 1,374 | 48 | 54 | 0 |
| 30 Jun 19 | 1,355 | 46 | 51 | 0 |
| 31 Mar 19 | 1,310 | 224 | 37 | 0 |
| 31 Dec 18 | 1,393 | 234 | 39 | 0 |
| 30 Sep 18 | 1,419 | 277 | 40 | 0 |
| 30 Jun 18 | 1,414 | 268 | 40 | 0 |
| 31 Mar 18 | 1,387 | 257 | 41 | 0 |
| 31 Dec 17 | 1,380 | 256 | 35 | 0 |
| 30 Sep 17 | 1,323 | 211 | 35 | 0 |
| 30 Jun 17 | 1,280 | 208 | 34 | 0 |
| 31 Mar 17 | 1,211 | 198 | 34 | 0 |
| 31 Dec 16 | 1,185 | 201 | 38 | 0 |
| 30 Sep 16 | 1,160 | 191 | 38 | 0 |
| 30 Jun 16 | 1,156 | 160 | 38 | 0 |
| 31 Mar 16 | 1,143 | 153 | 37 | 0 |
| 31 Dec 15 | 1,115 | 160 | 34 | 0 |
| 30 Sep 15 | 1,129 | 166 | 35 | 0 |
| 30 Jun 15 | 1,085 | 187 | 33 | 0 |
質の高い収益: EXPは 高品質の収益 を持っています。
利益率の向上: EXPの現在の純利益率 (18.7%)は、昨年(20.9%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: EXPの収益は過去 5 年間で年間6.9%増加しました。
成長の加速: EXPは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。
収益対業界: EXPは過去 1 年間で収益成長率がマイナス ( -9.3% ) となったため、 Basic Materials業界平均 ( 8.7% ) と比較することが困難です。
株主資本利益率
高いROE: EXPの 自己資本利益率 ( 28.8% ) は 高い ですが、この指標は負債レベルが高いために歪んでいます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/05/07 11:08 |
| 終値 | 2026/05/07 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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やYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
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 |
|---|---|
| Daniel Wang | Berenberg |
| Paul Roger | BNP Paribas |
| Anthony Pettinari | Citigroup Inc |