Eagle Materials Inc.

NYSE:EXP Aktierapport

Börsvärde: US$6.6b

Eagle Materials Tidigare resultatutveckling

Tidigare kriterier kontrolleras 2/6

Eagle Materials har ökat intäkterna med en genomsnittlig årlig takt på 6.9%, medan Basic Materials -branschen såg intäkterna växer på 13.7% årligen. Intäkterna har varit växande med en genomsnittlig takt på 7.3% per år. Eagle Materials s avkastning på eget kapital är 28.8% och den har en nettomarginal på 18.7%.

Viktig information

6.91%

Tillväxttakt i vinsten

12.15%

Tillväxttakt för EPS

Basic Materials Tillväxt i branschen19.98%
Intäkternas tillväxttakt7.31%
Avkastning på eget kapital28.80%
Nettomarginal18.70%
Nästa resultatuppdatering19 May 2026

Senaste uppdateringar av tidigare prestationer

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
Analysuppdatering 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.
Analysuppdatering 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).
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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).
Analysuppdatering 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.
Analysartikel 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...
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysuppdatering 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.
Analysartikel 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...
Analysartikel 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...
Analysuppdatering 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.
Analysuppdatering 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).
Analysartikel 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...
Analysartikel 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...
Analysartikel 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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Ny analys 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

Fördelning av intäkter och kostnader

Hur Eagle Materials tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.


Resultat- och intäktshistorik

NYSE:EXP Intäkter, kostnader och resultat (USD Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
31 Dec 252,300430860
30 Sep 252,302447830
30 Jun 252,287453790
31 Mar 252,261463740
31 Dec 242,267474720
30 Sep 242,268484650
30 Jun 242,266491640
31 Mar 242,259478600
31 Dec 232,253501580
30 Sep 232,205489560
30 Jun 232,188477530
31 Mar 232,148462540
31 Dec 222,091436520
30 Sep 222,043421520
30 Jun 221,947384490
31 Mar 221,862374470
31 Dec 211,792366420
30 Sep 211,733345410
30 Jun 211,671332410
31 Mar 211,623334500
31 Dec 201,585337520
30 Sep 201,523300540
30 Jun 201,476285570
31 Mar 201,404231650
31 Dec 191,38434590
30 Sep 191,37448540
30 Jun 191,35546510
31 Mar 191,310224370
31 Dec 181,393234390
30 Sep 181,419277400
30 Jun 181,414268400
31 Mar 181,387257410
31 Dec 171,380256350
30 Sep 171,323211350
30 Jun 171,280208340
31 Mar 171,211198340
31 Dec 161,185201380
30 Sep 161,160191380
30 Jun 161,156160380
31 Mar 161,143153370
31 Dec 151,115160340
30 Sep 151,129166350
30 Jun 151,085187330

Kvalitetsintäkter: EXP har inkomster av hög kvalitet.

Växande vinstmarginal: EXP s nuvarande netto vinstmarginaler (18.7%) är lägre än förra året (20.9%).


Fritt kassaflöde vs resultatanalys


Analys av tidigare vinsttillväxt

Resultatutveckling: EXP s intäkter har ökat med 6.9% per år under de senaste 5 åren.

Accelererande tillväxt: EXP s har haft negativ intäktstillväxt under det senaste året, så det kan inte jämföras med dess 5-åriga genomsnitt.

Resultat vs industri: EXP hade negativ intäktstillväxt ( -9.3% ) under det senaste året, vilket gör det svårt att jämföra med branschens genomsnitt Basic Materials ( 9.7% ).


Avkastning på eget kapital

Hög ROE: Medan EXP s avkastning på eget kapital ( 28.8% ) är hög, är detta mått skevt på grund av deras höga skuldnivå.


Avkastning på tillgångar


Avkastning på sysselsatt kapital


Upptäck starka bolag som tidigare presterat bra

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/11 11:35
Aktiekurs vid dagens slut2026/05/11 00:00
Intäkter2025/12/31
Årlig intjäning2025/03/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Eagle Materials Inc. bevakas av 24 analytiker. 12 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Daniel WangBerenberg
Paul RogerBNP Paribas
Anthony PettinariCitigroup Inc