MarketBeat·20h ago
What Eagle Materials (EXP) Said on Its Q2 Earnings CallEagle Materials NYSE: EXP reported record revenue for its fiscal 2027 second quarter, but higher diesel and freight costs weighed on earnings across its businesses.
Eagle Materials is navigating a mature infrastructure cycle with revenue growth decelerating to 2.6% YoY in 2026Q1, while gross margins contracted to 24.8% from 29.2% a year earlier, reflecting input cost pressures and fading operating leverage.
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Revenue growth slowed to 2.6% YoY in 2026Q1, while gross margin contracted to 24.8% from 29.2% a year earlier, and operating income fell 14.4% YoY to $141.0M, indicating negative operating leverage.
Multiple bullish theses on Eagle Materials Inc. have been published by investment research platforms like Stock Analysis Compilation and Special Situation Investing.
Eagle Materials operates in key construction sectors including cement, gypsum wallboard, concrete, aggregates, and recycled paperboard.
The company maintains a dedicated Investor Relations website with comprehensive business information for stakeholders and analysts.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $3.63-5.0% vs $3.82 | $653M+3.1% vs $633M |
Q3 2026 Jul 29, 2026 | $3.29-2.4% vs $3.37 | $651M+4.9% vs $620M |
Q2 2026 May 19, 2026 | $1.91+20.1% vs $1.59 | $479M+6.0% vs $452M |
Q1 2026 Jan 29, 2026 | $3.22-3.0% vs $3.32 | $556M+0.4% vs $554M |
Eagle Materials NYSE: EXP reported record revenue for its fiscal 2027 second quarter, but higher diesel and freight costs weighed on earnings across its businesses.
Second-quarter revenue reached a record $653 million. Cement price increases of $10 to $15 per ton take effect January 2027.
Eagle Materials Inc. ( EXP ) Q2 2027 Earnings Call November 4, 2026 8:30 AM EST Company Participants Michael Haack - CEO, President & Director D. Kesler - Executive VP of Finance & Administration and CFO Conference Call Participants Trey Grooms - Stephens Inc., Research Division Brian Brophy - Stifel, Nicolaus & Company, Incorporated, Research Division Anthony Pettinari - Citigroup Inc., Research Division Presentation Operator Good day, everyone, and welcome to the Eagle Materials Second Quarter of Fiscal 2027 Earnings Conference Call.
While the top- and bottom-line numbers for Eagle Materials (EXP) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Benchmark EXP against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Eagle Materials Inc. (EXP)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $186.04 | $5.71B | 15.19 | 2.13% | 16.11% | 25.16% | 0.55% | |
| $518.15 | $31.11B | 14.64 | 0.12% | 31.95% | 18.24% | 0.63% | |
| $282.72 | $36.68B | 33.19 | 6.94% | 13.77% | 13% | 0.7% | |
| $94.81 | $63.35B | 18.57 | -21.11% | 7.35% | 13.35% | 1.23% | |
| $118.10 | $3.39B | 25.42 | 17.31% | 35.08% | 19.65% | 0.2% | |
| $171.23 | $7.24B | 22.57 | 12.11% | 18.38% | 35.94% | 0.74% |
Eagle Materials Inc. (EXP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Eagle Materials Inc. (EXP) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 31, 2026·SEC
Jul 29, 2026·SEC
May 28, 2026·SEC
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Eagle Materials Inc. (EXP) stock FAQ — growth, dividends, profitability & financials explained
Eagle Materials Inc. (EXP) reported $2.34B in revenue over the trailing twelve months. Revenue was $2.31B in fiscal year 2025. That is 864% more than the $239.4M of fiscal year 1996.
Eagle Materials Inc. (EXP) grew revenue by 1.6% over the trailing twelve months, compared with the twelve months before.
Yes. Eagle Materials Inc. (EXP) earned $376.7M in net income over the trailing twelve months (a 16.1% net margin).
Yes. Eagle Materials Inc. (EXP) pays a dividend that yields 0.55% at the current price, a small yield.
Eagle Materials Inc. (EXP) had a return on equity (ROE) of 25.2% over the trailing twelve months. That is well above the market's typical 10-15%.
Eagle Materials Inc. (EXP) generated $155.5M in free cash flow over the trailing twelve months.
