Eagle Materials (EXP) Hisse Özeti
Eagle Materials Inc. iştirakleri aracılığıyla Amerika Birleşik Devletleri'nde ağır inşaat ürünleri ve hafif yapı malzemeleri üretmekte ve satmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 4/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 2/6 |
| Finansal Sağlık | 3/6 |
| Temettüler | 0/6 |
EXP Community Fair Values
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Analyst Price Targets
Eagle Materials Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$207.03 |
| 52 Haftanın En Yüksek Seviyesi | US$245.53 |
| 52 Haftanın En Düşük Seviyesi | US$171.99 |
| Beta | 1.38 |
| 1 Aylık Değişim | -3.05% |
| 3 Aylık Değişim | 3.81% |
| 1 Yıllık Değişim | -13.40% |
| 3 Yıllık Değişim | 15.27% |
| 5 Yıllık Değişim | 31.73% |
| Halka arzdan bu yana değişim | 4,297.10% |
Son Haberler & Güncellemeler
Analiz Makalesi • Aug 01
Here's What Analysts Are Forecasting For Eagle Materials Inc. (NYSE:EXP) After Its First-Quarter Results
Eagle Materials Inc. ( NYSE:EXP ) shareholders are probably feeling a little disappointed, since its shares fell 4.0...Seeking Alpha • Jul 26
Eagle Materials: Stuck In A Loop With No Way Out
Summary Eagle Materials receives a Sell rating due to deteriorating margins, poor pricing power, and questionable capital allocation despite recent earnings beats. EXP's EPS is being artificially supported by aggressive buybacks, diverting 62% of OCF, while revenues remain flat and operational leverage deteriorates. Gross margins are compressed as EXP purchases and resells cement at low margins, with cement ASP declining 1% despite a tight market and rising input costs. Wallboard segment EBIT has collapsed, and rising corporate overheads and debt further pressure net earnings, justifying a bearish outlook and a 10-15% valuation discount. Read the full article on Seeking AlphaRecent updates
Analiz Makalesi • Aug 01
Here's What Analysts Are Forecasting For Eagle Materials Inc. (NYSE:EXP) After Its First-Quarter Results
Eagle Materials Inc. ( NYSE:EXP ) shareholders are probably feeling a little disappointed, since its shares fell 4.0...Seeking Alpha • Jul 26
Eagle Materials: Stuck In A Loop With No Way Out
Summary Eagle Materials receives a Sell rating due to deteriorating margins, poor pricing power, and questionable capital allocation despite recent earnings beats. EXP's EPS is being artificially supported by aggressive buybacks, diverting 62% of OCF, while revenues remain flat and operational leverage deteriorates. Gross margins are compressed as EXP purchases and resells cement at low margins, with cement ASP declining 1% despite a tight market and rising input costs. Wallboard segment EBIT has collapsed, and rising corporate overheads and debt further pressure net earnings, justifying a bearish outlook and a 10-15% valuation discount. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Jun 18
EXP: Cement Pricing And Governance Changes Will Support Steady Long-Term Return Potential
Analysts have kept their $223.56 price target for Eagle Materials unchanged, citing only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that do not materially alter their overall valuation view. What’s in the News for Eagle Materials Value investor Seth Klarman highlighted Eagle Materials as a key value stock idea for 2026, focusing on the company’s competitive position in cement and building materials.Anlatı Güncellemesi • Jun 04
EXP: Record Results And Capacity Investments Will Support Steady Future Return Potential
Analysts have nudged their price target for Eagle Materials higher to about $223.56 from $222.90, reflecting updated assumptions for revenue growth, higher profit margins, and a lower future P/E multiple in their models. What's in the News Eagle Materials reported record fiscal 2026 revenue of about US$2.3b, a 2% increase from the prior year, with cement and aggregates sales volumes offsetting softness in the wallboard segment.Analiz Makalesi • May 22
Analyst Estimates: Here's What Brokers Think Of Eagle Materials Inc. (NYSE:EXP) After Its Annual Report
The full-year results for Eagle Materials Inc. ( NYSE:EXP ) were released last week, making it a good time to revisit...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Analiz Makalesi • 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...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 AlphaHissedar Getirileri
| EXP | US Basic Materials | US Pazar | |
|---|---|---|---|
| 7D | -0.7% | -2.1% | -1.5% |
| 1Y | -13.4% | -12.3% | 17.8% |
Getiri vs. Endüstri: EXP geçen yıl % -12.3 oranında getiri sağlayan US Basic Materials sektörünün gerisinde kaldı.
Getiri vs Piyasa: EXP geçen yıl % 17.8 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| EXP volatility | |
|---|---|
| EXP Average Weekly Movement | 5.5% |
| Basic Materials Industry Average Movement | 5.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: EXP son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: EXP 'nin haftalık oynaklığı ( 5% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1963 | 2,800 | Michael Haack | www.eaglematerials.com |
Eagle Materials Inc. iştirakleri aracılığıyla Amerika Birleşik Devletleri'nde ağır inşaat ürünleri ve hafif yapı malzemeleri üretmekte ve satmaktadır. Şirket dört segmentte faaliyet göstermektedir: Çimento, Beton ve Agregalar, Alçı Duvar Levhası ve Geri Dönüştürülmüş Karton. Portland kireçtaşı çimentosu da dahil olmak üzere portland çimentosu üretimi, dağıtımı ve satışı için kireçtaşı madenciliği; cürufun öğütülmesi ve satışı; konut, ticari ve endüstriyel yapılarda iç duvarları ve tavanları bitirmek için kullanılan alçı duvar levhalarının yanı sıra konteyner tahtası ve hafif ambalaj kalitelerinin üretimi ve satışı için alçı madenciliği yapmaktadır.
Eagle Materials Inc. Temel Bilgiler Özeti
| EXP temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$6.35b |
| Kazançlar(TTM) | US$402.57m |
| Gelir(TTM) | US$2.32b |
15.8x
F/K Oranı2.7x
P/S OranıEXP aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| EXP gelir tablosu (TTM) | |
|---|---|
| Gelir | US$2.32b |
| Gelir Maliyeti | US$1.70b |
| Brüt Kâr | US$628.19m |
| Diğer Giderler | US$225.62m |
| Kazançlar | US$402.57m |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 13.12 |
| Brüt Marj | 27.02% |
| Net Kâr Marjı | 17.32% |
| Borç/Özkaynak Oranı | 118.2% |
EXP uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
0.5%
Mevcut Temettü Verimi8%
Ödeme OranıEXP güvenilir bir temettü ödüyor mu?
EXP temettü geçmişine ve kıyaslamalara bakın| Eagle Materials temettü tari̇hleri̇ | |
|---|---|
| Eski Temettü Tarihi | Sep 14 2026 |
| Temettü Ödeme Tarihi | Oct 13 2026 |
| Eski temettüye kadar geçen günler | 22 days |
| Temettü ödeme tarihine kadar geçen günler | 51 days |
EXP güvenilir bir temettü ödüyor mu?
EXP temettü geçmişine ve kıyaslamalara bakınŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/23 07:51 |
| Gün Sonu Hisse Fiyatı | 2026/08/21 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2026/03/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Eagle Materials Inc. 22 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Daniel Wang | Berenberg |
| Paul Roger | BNP Paribas |
| Anthony Pettinari | Citigroup Inc |