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Eagle Materials Inc (EXP)
NYSE:EXP
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Eagle Materials (EXP) Price & Analysis

442 Followers

EXP Stock Chart & Stats

$198.87
$6.44(3.11%)
At close: 4:00 PM EDT
$198.87
$6.44(3.11%)

Bulls Say, Bears Say

Bulls Say
Strong ProfitabilityTTM gross margin ~27%, net margin ~17%, and EBIT margin ~25% show the business retains substantial profitability. This provides a durable earnings buffer and suggests pricing, product mix, or operating efficiency can support returns across construction-material cycles.
Healthy Operating Cash FlowTTM operating cash flow of ~$632M, about 2.2x net income, demonstrates that reported earnings are backed by cash from operations. This cash-generation capacity supports ongoing investment and debt service, even though free-cash-flow conversion is currently weak.
Improved Corporate GovernanceShareholders approved board declassification and the right to call special meetings, strengthening oversight and investor rights. These changes can improve accountability and governance quality over time, supporting more disciplined capital allocation without relying on near-term results.
Bears Say
Margin CompressionProfitability remains high, but net margin declined from roughly 21% in FY2024–FY2025 to ~18% in FY2026 and ~17% TTM. Continued compression would reduce earnings resilience and could signal persistent cost, mix, or pricing pressure.
Weak Free-Cash-Flow ConversionTTM free cash flow of ~$171M equals only ~27% of net income, versus roughly 64%–86% in FY2022–FY2025, and recent FCF growth is negative. Sustained capex or working-capital demands could constrain deleveraging and shareholder returns.
Elevated LeverageTTM debt-to-equity of ~1.01 is improved from ~1.22 in FY2026 but remains above sub-1.0 levels seen in FY2022–FY2025. Higher leverage reduces flexibility if construction demand weakens or refinancing conditions tighten.

Eagle Materials News

EXP FAQ

What was Eagle Materials Inc’s price range in the past 12 months?
Eagle Materials Inc lowest stock price was $171.99 and its highest was $245.53 in the past 12 months.
    What is Eagle Materials Inc’s market cap?
    Eagle Materials Inc’s market cap is $5.88B.
      When is Eagle Materials Inc’s upcoming earnings report date?
      Eagle Materials Inc’s upcoming earnings report date is Oct 22, 2026 which is in 49 days.
        How were Eagle Materials Inc’s earnings last quarter?
        Eagle Materials Inc released its earnings results on Jul 29, 2026. The company reported $3.441 earnings per share for the quarter, beating the consensus estimate of $3.37 by $0.071.
          Is Eagle Materials Inc overvalued?
          According to Wall Street analysts Eagle Materials Inc’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Eagle Materials Inc pay dividends?
            Eagle Materials Inc pays a Quarterly dividend of $0.25 which represents an annual dividend yield of 0.51%. See more information on Eagle Materials Inc dividends here
              What is Eagle Materials Inc’s EPS estimate?
              Eagle Materials Inc’s EPS estimate is 4.08.
                How many shares outstanding does Eagle Materials Inc have?
                Eagle Materials Inc has 30,675,325 shares outstanding.
                  What happened to Eagle Materials Inc’s price movement after its last earnings report?
                  Eagle Materials Inc reported an EPS of $3.441 in its last earnings report, beating expectations of $3.37. Following the earnings report the stock price went down -5.467%.
                    Which hedge fund is a major shareholder of Eagle Materials Inc?
                    Currently, no hedge funds are holding shares in EXP
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Eagle Materials Inc

                      Eagle Materials Inc., operating through its subsidiaries across the United States, stands as a key producer and supplier of both heavy construction and light building materials. The company's diverse operations are organized into distinct segments: Cement; Concrete and Aggregates; Gypsum Wallboard; and Recycled Paperboard. Its core activities involve the mining of limestone for the comprehensive manufacture, distribution, and sale of Portland cement, alongside the grinding and distribution of slag. Additionally, Eagle Materials extracts gypsum to produce and market gypsum wallboard, an essential product utilized for finishing interior walls and ceilings in residential, commercial, and industrial structures. The firm also engages in the production and sale of recycled paperboard, catering to the gypsum wallboard industry and other paperboard converters, while also providing containerboard and lightweight packaging grades. Furthermore, its product portfolio includes ready-mix concrete, complemented by the mining, extraction, and sale of various aggregates such as crushed stone, sand, and gravel. These fundamental materials are integral to a broad spectrum of projects, ranging from residential and commercial building construction to public infrastructure developments and the critical construction, expansion, and repair of roads and highways. Established in 1963, the company was initially known as Centex Construction Products, Inc. before rebranding to Eagle Materials Inc. in January 2004. Its corporate headquarters are located in Dallas, Texas.

                      Eagle Materials (EXP) Earnings & Revenues

                      EXP Company Deck

                      EXP Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveyed a generally positive tone: the company delivered record revenue, strong operating cash flow (+12%), significant heavy materials volume gains (cement +8%, aggregates +70% including acquisitions; organic aggregates +24%), and maintained a strong liquidity and leverage profile (net debt/EBITDA 1.9x). Management emphasized disciplined capital allocation and progress on strategic plant modernizations (Mountain Cement ~60% and Duke Wallboard ~30% complete) that are expected to lower costs and expand capacity. Offsetting these positives were notable weaknesses in the Wallboard/light materials business (revenue -9%, operating earnings -15%, Wallboard prices -4%), modest declines in cement pricing (~1%), and near-term margin pressure from higher freight/diesel and elevated near-term capex. On balance, the positive operational momentum, cash generation, balance sheet actions and strategic investments slightly outweigh the near-term demand and cost headwinds.View all EXP earnings summaries

                      EXP Stock 12 Month Forecast

                      Average Price Target

                      $227.00
                      ▲(14.14% Upside)
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<span style=\"color:#828080\" class=\"mb3 mt2 fonth8_semibold\"> Hold</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 1,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#828080","enabled":true,"symbol":"circle"}},{"y":230.158,"date":1759276800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 3,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":211.555,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            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