Eagle Materials (EXP) Lags Q2 Earnings Estimates

Core Insights - Eagle Materials reported quarterly earnings of $4.23 per share, missing the Zacks Consensus Estimate of $4.35 per share, and showing a slight increase from $4.31 per share a year ago, resulting in an earnings surprise of -2.76% [1] - The company posted revenues of $638.91 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.96% and increasing from $623.62 million year-over-year [2] - Eagle Materials has underperformed the market with a 5.5% decline in share price since the beginning of the year, compared to a 17.2% gain in the S&P 500 [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $3.66 on revenues of $571.12 million, and for the current fiscal year, it is $13.99 on revenues of $2.32 billion [7] - The estimate revisions trend for Eagle Materials was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Building Products - Concrete and Aggregates industry, to which Eagle Materials belongs, is currently ranked in the top 22% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Another company in the same industry, Martin Marietta, is expected to report quarterly earnings of $6.65 per share, reflecting a year-over-year increase of 12.5%, with revenues projected at $2.05 billion, up 8.5% from the previous year [9][10]