Group 1 - Eagle Materials Inc. is recognized as one of the best cement stocks to buy, with analysts expressing confidence in the growth outlook for the construction materials sector due to improving demand trends [1] - JPMorgan has raised its price target for Eagle Materials from $220 to $245 while maintaining a Neutral rating, indicating optimism about the company's ability to capitalize on heightened investments in infrastructure and non-residential spending [2] - For the first quarter of fiscal 2026, Eagle Materials reported record revenue of $634.6 million, a 4% year-over-year increase, driven by higher cement sales and contributions from acquired aggregate businesses [3] Group 2 - Eagle Materials manufactures and distributes a variety of building products, including Portland cement, gypsum wallboard, concrete, and aggregates, catering to residential, commercial, industrial, and infrastructure construction [4]

Group 1 - Eagle Materials reported quarterly earnings of $3.76 per share, exceeding the Zacks Consensus Estimate of $3.73 per share, but down from $3.94 per share a year ago, representing an earnings surprise of +0.80% [1] - The company posted revenues of $634.69 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 4.64% and up from $608.69 million year-over-year [2] - Over the last four quarters, Eagle Materials has surpassed consensus EPS estimates only once and has topped consensus revenue estimates just once [2] Group 2 - The stock has underperformed the market, losing about 10.5% since the beginning of the year compared to the S&P 500's gain of 8.6% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to those expectations [4] - The current consensus EPS estimate for the upcoming quarter is $4.32 on revenues of $632.49 million, and for the current fiscal year, it is $14.38 on revenues of $2.3 billion [7] Group 3 - The Zacks Industry Rank indicates that the Building Products - Concrete and Aggregates sector is currently in the bottom 30% of over 250 Zacks industries, which may negatively impact stock performance [8] - The estimate revisions trend for Eagle Materials was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market [6]