Eagle Materials Inc.

NYSE:EXP Stok Raporu

Piyasa değeri: US$7.3b

Eagle Materials Gelecekteki Büyüme

Future kriter kontrolleri 2/6

Eagle Materials kazanç ve gelirin sırasıyla yıllık 4.3% ve 3.8% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 8.3% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 26% olacağı tahmin edilmektedir.

Anahtar bilgiler

4.3%

Kazanç büyüme oranı

8.31%

EPS büyüme oranı

Basic Materials kazanç büyümesi12.1%
Gelir büyüme oranı3.8%
Gelecekteki özkaynak getirisi25.98%
Analist kapsamı

Good

Son güncelleme18 Jun 2026

Gelecekteki son büyüme güncellemeleri

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...
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...

Recent updates

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.
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
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...
Analiz Makalesi • 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...
Analiz Makalesi • 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
User avatar
Yeni Anlatı • 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.

Kazanç ve Gelir Büyüme Tahminleri

NYSE:EXP - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
3/31/20292,6565245406712
3/31/20282,4594384336619
3/31/20272,33740212159811
3/31/20262,309424197614N/A
12/31/20252,300430232575N/A
9/30/20252,302447244524N/A
6/30/20252,287453314553N/A
3/31/20252,261463353549N/A
12/31/20242,267474370549N/A
9/30/20242,268484463617N/A
6/30/20242,266491439556N/A
3/31/20242,259478444564N/A
12/31/20232,253501425562N/A
9/30/20232,205489422554N/A
6/30/20232,188477426557N/A
3/31/20232,148462432542N/A
12/31/20222,091436489568N/A
9/30/20222,043421466556N/A
6/30/20221,947384454531N/A
3/31/20221,862374443517N/A
12/31/20211,792366466530N/A
9/30/20211,733345506546N/A
6/30/20211,671332619659N/A
3/31/20211,623334589643N/A
12/31/20201,585337527621N/A
9/30/20201,523300460573N/A
6/30/20201,476285308444N/A
3/31/20201,404231267399N/A
12/31/20191,38434N/A377N/A
9/30/20191,37448N/A360N/A
6/30/20191,35546N/A319N/A
3/31/20191,310224N/A350N/A
12/31/20181,393234N/A357N/A
9/30/20181,419277N/A360N/A
6/30/20181,414268N/A366N/A
3/31/20181,387257N/A338N/A
12/31/20171,380256N/A318N/A
9/30/20171,323211N/A324N/A
6/30/20171,280208N/A331N/A
3/31/20171,211198N/A332N/A
12/31/20161,185201N/A338N/A
9/30/20161,160191N/A318N/A
6/30/20161,156160N/A299N/A
3/31/20161,143153N/A266N/A
12/31/20151,115160N/A267N/A
9/30/20151,129166N/A224N/A
6/30/20151,085187N/A214N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: EXP 'nin tahmini kazanç büyümesi (yıllık 4.3% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: EXP şirketinin kazançlarının (yıllık 4.3% ) US pazarından (yıllık 18.4% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: EXP şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: EXP şirketinin gelirinin (yıllık 3.8% ) US pazarından (yıllık 12.7% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: EXP şirketinin gelirinin (yıllık 3.8% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: EXP 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 26 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/26 23:20
Gün Sonu Hisse Fiyatı2026/06/26 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2026/03/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 ayrıntıları GitHub sayfamızda mevcuttur; 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.

AnalistKurum
Daniel WangBerenberg
Paul RogerBNP Paribas
Anthony PettinariCitigroup Inc