Eagle Materials (EXP) came out with quarterly earnings of $3.76 per share, beating the Zacks Consensus Estimate of $3.73 per share. This compares to earnings of $3.94 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +0.80%. A quarter ago, it was expected that this maker of gypsum wallboard and cement would post earnings of $2.34 per share when it actually produced earnings of $2.08, delivering a surprise of -11.11%.Over the las ...

Core Viewpoint - Eagle Materials (EXP) is expected to report quarterly earnings of $3.76 per share, a decline of 4.6% year-over-year, with revenues projected at $617.71 million, reflecting a 1.5% increase compared to the previous year [1] Earnings Projections - Analysts have maintained the consensus EPS estimate for the quarter over the last 30 days, indicating stability in earnings projections [1][2] - Changes in earnings projections are crucial for predicting investor reactions to the stock [2] Revenue Estimates - Revenue from Gypsum Wallboard is estimated at $208.05 million, showing a year-over-year decline of 4.5% [4] - Revenue from Heavy Materials - Concrete & Aggregates is projected to reach $67.04 million, indicating a year-over-year increase of 9.8% [4] - Total Revenue from Light Materials is expected to be $237.17 million, reflecting a decline of 4.4% year-over-year [4] - Total Revenue from Heavy Materials is forecasted at $366.11 million, representing a 1.5% increase from the previous year [5] - Revenue from Light Materials - Gypsum Paperboard is projected at $29.51 million, indicating a year-over-year decline of 2.5% [5] - Revenue from Light Materials - Gypsum Wallboard is expected to be $207.66 million, reflecting a 4.7% decline year-over-year [5] - Revenue from Heavy Materials - Cement (Wholly Owned) is estimated at $298.09 million, showing a slight decline of 0.5% year-over-year [6] Pricing and Earnings Metrics - The Average Net Sales Price for Gypsum Wallboard is projected at $238.22, down from $239.43 in the same quarter last year [6] - The Average Net Sales Price for Cement is expected to be $159.24, up from $156.10 in the same quarter last year [7] - Segment Operating Earnings for Light Materials - Recycled Paperboard is projected at $9.19 million, compared to $8.50 million in the same quarter last year [7] - Segment Operating Earnings for Light Materials - Gypsum Wallboard is expected to be $87.16 million, down from $93.98 million year-over-year [8] - The consensus estimate for Segment Operating Earnings for Light Materials stands at $96.35 million, compared to $102.48 million in the previous year [8] Stock Performance - Over the past month, Eagle Materials shares have increased by 10.5%, outperforming the Zacks S&P 500 composite's increase of 4.9% [8]

Core Insights - Eagle Materials reported revenue of $470.18 million for the quarter ended March 2025, reflecting a year-over-year decline of 1.4% and an EPS of $2.08, down from $2.24 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $477.78 million, resulting in a surprise of -1.59%, while the EPS also missed the consensus estimate of $2.34 by -11.11% [1] Financial Performance Metrics - Average Net Sales Price for Gypsum Wallboard was $231.54, below the $240.74 estimate, while Cement's average net sales price was $157.62, slightly above the $157.28 estimate [4] - Revenue from Heavy Materials - Concrete & Aggregates was $54.35 million, exceeding the $52.27 million estimate, marking an 11.6% year-over-year increase [4] - Revenue from Heavy Materials - Cement (Wholly Owned) was $180.59 million, below the $185.88 million estimate, representing a -4.7% change year-over-year [4] - Total Revenue from Heavy Materials was $234.94 million, slightly below the $238.25 million estimate, indicating a -1.3% year-over-year change [4] - Revenue from Light Materials - Gypsum Paperboard was $31.03 million, surpassing the $28.05 million estimate, reflecting a +9.4% year-over-year change [4] - Revenue from Light Materials - Gypsum Wallboard was $204.21 million, below the $198.60 million estimate, showing a -2.9% year-over-year change [4] - Total Revenue from Light Materials was $235.24 million, below the $238.70 million estimate, indicating a -1.4% year-over-year change [4] Segment Operating Earnings - Segment Operating Earnings for Light Materials - Recycled Paperboard was $10.49 million, exceeding the $9.20 million estimate [4] - Segment Operating Earnings for Light Materials - Gypsum Wallboard was $80.25 million, slightly below the $81.51 million estimate [4] - Segment Operating Earnings for Light Materials totaled $90.75 million, below the $93.69 million estimate [4] - Segment Operating Earnings for Heavy Materials - Concrete and Aggregates was -$9.35 million, significantly worse than the -$0.47 million estimate [4] Stock Performance - Shares of Eagle Materials have returned +15.8% over the past month, outperforming the Zacks S&P 500 composite's +13.1% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Viewpoint - Analysts forecast that Eagle Materials (EXP) will report quarterly earnings of $2.34 per share, reflecting a year-over-year increase of 4.5%, with revenues expected to reach $477.78 million, a slight increase of 0.2% compared to the previous year [1]. Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been adjusted downward by 3.3%, indicating a reassessment by analysts [2]. - Revisions to earnings estimates are crucial for predicting investor actions, as empirical research shows a strong correlation between earnings estimate trends and short-term stock performance [3]. Revenue Estimates - The consensus estimate for 'Revenue- Heavy Materials- Concrete & Aggregates' is $52.27 million, indicating a year-over-year change of +7.3% [5]. - 'Revenue- Gypsum Wallboard' is expected to be $207.84 million, suggesting a decline of -1.1% year over year [5]. - 'Revenue- Heavy Materials- Cement (Wholly Owned)' is projected to reach $185.88 million, reflecting a decrease of -1.9% from the previous year [5]. - Total Revenue for Heavy Materials is forecasted at $238.25 million, with a year-over-year change of +0.1% [6]. - 'Revenue- Light Materials- Gypsum Wallboard' is expected to be $198.60 million, indicating a decline of -5.5% year over year [6]. - Total Revenue for Light Materials is estimated at $238.70 million, suggesting no change year over year [7]. Pricing and Earnings Metrics - The Average Net Sales Price for Gypsum Wallboard is projected to be $240.74, compared to $232.62 from the previous year [7]. - The Average Net Sales Price for Cement is expected to reach $157.28, up from $154.59 in the same quarter last year [8]. - Segment Operating Earnings for Light Materials- Gypsum Wallboard is estimated at $81.51 million, down from $82.91 million year over year [9]. - Segment Operating Earnings for Light Materials is projected at $93.69 million, compared to $92.21 million from the previous year [9]. Stock Performance - Shares of Eagle Materials have increased by +8.3% over the past month, compared to a +9% increase in the Zacks S&P 500 composite [9]. - With a Zacks Rank 4 (Sell), Eagle Materials is expected to underperform the overall market in the near future [10].

Core Viewpoint - The market anticipates Eagle Materials (EXP) will report a year-over-year increase in earnings driven by higher revenues for the quarter ending March 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Eagle Materials is expected to report quarterly earnings of $2.34 per share, reflecting a year-over-year increase of 4.5%, with revenues projected at $477.78 million, a slight increase of 0.2% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 3.3% over the last 30 days, indicating a collective reassessment by analysts regarding the company's earnings outlook [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Eagle Materials is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -3.98%, suggesting a bearish sentiment among analysts [10][11]. Historical Performance - In the last reported quarter, Eagle Materials was expected to post earnings of $4 per share but only achieved $3.59, resulting in a surprise of -10.25%. Over the last four quarters, the company has only beaten consensus EPS estimates once [12][13]. Conclusion - Eagle Materials does not appear to be a strong candidate for an earnings beat, and investors should consider other factors when making decisions regarding the stock ahead of its earnings release [16].