Compared to Estimates, Eagle Materials (EXP) Q1 Earnings: A Look at Key Metrics

Core Insights - Eagle Materials reported revenue of $634.69 million for the quarter ended June 2025, marking a year-over-year increase of 4.3% and a surprise of +4.64% over the Zacks Consensus Estimate of $606.57 million [1] - The company's EPS for the same period was $3.76, compared to $3.94 a year ago, with an EPS surprise of +0.8% against the consensus estimate of $3.73 [1] Financial Performance Metrics - Average Net Sales Price for Gypsum Wallboard was $232.40, below the estimated $238.22 [4] - Average Net Sales Price for Cement was $156.72, also below the estimated $159.24 [4] - Revenue from Heavy Materials - Concrete & Aggregates was $73.72 million, exceeding the average estimate of $67.04 million, representing a year-over-year change of +20.8% [4] - Revenue from Light Materials - Gypsum Paperboard was $29.13 million, slightly below the estimated $29.51 million, reflecting a -3.7% change year-over-year [4] - Total Revenue from Heavy Materials was $384.04 million, surpassing the estimated $366.11 million, with a year-over-year increase of +6.5% [4] - Revenue from Heavy Materials - Cement (Wholly Owned) was $310.33 million, exceeding the estimate of $298.09 million, with a year-over-year increase of +3.6% [4] - Revenue from Light Materials - Gypsum Wallboard was $221.52 million, above the estimated $207.66 million, showing a year-over-year change of +1.7% [4] - Total Revenue from Light Materials was $250.65 million, exceeding the estimated $237.17 million, with a year-over-year increase of +1% [4] Segment Operating Earnings - Segment Operating Earnings for Light Materials - Recycled Paperboard was $9.5 million, above the estimated $9.19 million [4] - Segment Operating Earnings for Light Materials - Gypsum Wallboard was $92.64 million, compared to the average estimate of $87.16 million [4] - Total Segment Operating Earnings for Light Materials was $102.14 million, exceeding the average estimate of $96.35 million [4] - Segment Operating Earnings for Heavy Materials - Cement (Wholly Owned) was $77.28 million, below the average estimate of $80.69 million [4] Stock Performance - Shares of Eagle Materials have returned +9.3% over the past month, outperforming the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]