Eagle Materials Inc.'s ( EXP ) latest quarterly results come against a mixed profile of the construction landscape. On the one hand, you have decent demand coming from infrastructure spending, nonresidential projects like data centers, and public worksI'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on capital, ...

Eagle Materials Inc.'s ( EXP ) latest quarterly results come against a mixed profile of the construction landscape. On the one hand, you have decent demand coming from infrastructure spending, nonresidential projects like data centers, and public worksI'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on capital, ...

TORONTO, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Electra Battery Materials Corporation (NASDAQ: ELBM; TSX-V: ELBM) (“Electra” or the “Company”) has awarded a US$6.1 million (C$8.3 million) contract to EXP Services Inc. ("EXP") to provide engineering, project management, and construction management services during the construction phase of Electra’s Ontario battery materials refinery project. "Partnering with EXP provides Electra with the additional project and construction management support needed as we move int ...

Core Insights - Eagle Materials reported solid performance in fiscal Q3 2026, with revenue of $556 million and earnings per share of $3.22, despite a mixed construction environment [4] - The heavy materials sector saw an 11% revenue increase, driven by a 9% rise in cement sales volume and a significant 81% increase in aggregate sales volume [2][6] - The company is focused on operational efficiency, cost control, and maintaining a strong balance sheet while navigating a challenging market [3][19] Financial Performance - Revenue for the quarter was $556 million, with a gross profit margin of 28.9% [4][6] - Operating earnings in heavy materials increased by 9%, while light materials experienced a 16% revenue decline to $203 million, primarily due to lower wallboard volumes and pricing [2][8] - The company returned nearly $150 million to shareholders through dividends and share repurchases during the quarter [18] Market Trends - Demand trends in Eagle's markets are broadly positive, supported by infrastructure spending and growth in non-residential sectors like data centers [1] - Wallboard demand is under pressure due to a challenging residential construction environment, with a noted 14% shipment decline across the company's footprint [11][9] - Cement pricing is expected to increase by approximately $8 per ton in most markets, with timing varying regionally [6] Operational Initiatives - The company is implementing operational initiatives to enhance its position as a low-cost producer, including recycling waste streams and modernizing facilities [14][15] - Major plant modernizations are underway, with the Mountain Cement plant expected to be commissioned late in the current calendar year and the Duke facility in the second half of 2027 [20] Capital Management - Eagle issued $750 million in 10-year notes at a 5% interest rate to strengthen its capital structure and improve liquidity, now totaling approximately $1.2 billion [5][16] - As of December 31, 2025, the company reported a net debt-to-EBITDA ratio of 1.8x and no significant near-term debt maturities [17]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Quarterly Period Ended December 31, 2025 Commission File Number 1-12984 EAGLE MATERIALS INC. (Exact name of registrant as specified in its charter) Delaware (State of Incorporation) 75-2520779 (I.R.S. Employer Identification No.) 5960 Berkshire Lane, Suite 900, Dallas, Texas 75225 (Address of principal executive offices) (214) 432-2 ...

For the quarter ended December 2025, Eagle Materials (EXP) reported revenue of $555.96 million, down 0.4% over the same period last year. EPS came in at $3.22, compared to $3.59 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $553.98 million, representing a surprise of +0.36%. The company delivered an EPS surprise of -2.92%, with the consensus EPS estimate being $3.32.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wal ...

Eagle Materials (NYSE:EXP) Q3 2026 Earnings call January 29, 2026 08:30 AM ET Company ParticipantsAdam Thalhimer - Director of ResearchAsher Sohnen - Equity Research Senior AssociateCraig Kesler - CFOGarrett Greenblatt - Equity Research AssociateKeith Hughes - Managing DirectorMichael Haack - President and CEOPhilip Ng - Managing DirectorConference Call ParticipantsBrent Thielman - Managing Director and Senior Research AnalystTimna Tanners - Equity Research AnalystTrey Grooms - Equity Research AnalystOperat ...

Eagle Materials (NYSE:EXP) Q3 2026 Earnings call January 29, 2026 08:30 AM ET Company ParticipantsAdam Thalhimer - Director of ResearchAsher Sohnen - Equity Research Senior AssociateCraig Kesler - CFOGarrett Greenblatt - Equity Research AssociateKeith Hughes - Managing DirectorMichael Haack - President and CEOPhilip Ng - Managing DirectorConference Call ParticipantsBrent Thielman - Managing Director and Senior Research AnalystTimna Tanners - Equity Research AnalystTrey Grooms - Equity Research AnalystOperat ...

Eagle Materials (NYSE:EXP) Q3 2026 Earnings call January 29, 2026 08:30 AM ET Speaker0Good day, everyone, and welcome to Eagle Materials' third quarter of Fiscal 2026 earnings conference call. The call is being recorded. At this time, I would like to turn the call over to Eagle's President and Chief Executive Officer, Mr. Michael Haack. Mr. Haack, please go ahead, sir.Speaker1Thank you, Drew. Good morning. Welcome to Eagle Materials' conference call for our third quarter of fiscal year 2026. This is Michael ...

分组1 - Eagle Materials reported quarterly earnings of $3.22 per share, missing the Zacks Consensus Estimate of $3.32 per share, and down from $3.59 per share a year ago, representing an earnings surprise of -2.92% [1] - The company posted revenues of $555.96 million for the quarter, surpassing the Zacks Consensus Estimate by 0.36%, but down from $558.03 million year-over-year [2] - Over the last four quarters, Eagle Materials has surpassed consensus revenue estimates three times, but only once for EPS estimates [2] 分组2 - The stock has gained about 5.4% since the beginning of the year, outperforming the S&P 500's gain of 1.9% [3] - The current consensus EPS estimate for the coming quarter is $1.82 on revenues of $470.6 million, and for the current fiscal year, it is $12.79 on $2.3 billion in revenues [7] - The Zacks Industry Rank for Building Products - Concrete and Aggregates is in the top 40% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]