Feed / EXP

Eagle Materials Inc.

EXP

Basic Materials · 169.79 -2.3% today

Participation confirmed · construction unavailableMarket checked 1 Oct, 11:40 GMT-4

Market read

Eagle Materials Inc.'s move is being confirmed by its market group.

No new filing conclusion is available. 7 of 18 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Company-2.3% todayVolume comparison unavailable
Market group7 of 18 activeHousing Construction · inactive
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
  • At least 12 of 18 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as FBIN begins moving with the group.

Invalidation: The live read weakens if participation falls to 6 of 18 members or fewer.

Watch this read

Research brief

The story so far

Basic Materials · Building Materials

No new filing conclusion is available. 7 of 18 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • At least 12 of 18 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as FBIN begins moving with the group.

Company research

Understand the business, not just the ticker

As of Oct 1, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations341
Usable filing statements195
Verified relationships1
Evidence supporting the case
  • Operating cash flow covered net income at 1.45x in the latest annual period.
Evidence challenging the case
  • Net margin changed -2.1 percentage points in the latest annual period.
  • Input and raw-material costs has repeated adverse evidence across 5 filings.
  • Energy and commodity prices has repeated adverse evidence across 3 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 30, 2026

170.89
6m-9.8%12m-26.7%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-03-31$1.9B+14.7%$9.14-2.1%
2023-03-31$2.1B+15.4%$12.46-9.5%
2024-03-31$2.3B+5.2%$13.61-5.3%
2025-03-31$2.3B+0.1%$13.77-4.1%
2026-03-31$2.3B+2.1%$13.16-4.3%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 5 filings
“This increase was due to increased interest expense of approximately $5.2 million and increased other expenses of $0.4 million, which was partially offset by higher Interest Capitalized of approximately $2.5 million and higher interest income of $1.9 million.”
10-Q · Jul 29, 2026 ↗
Input and raw-material costsnegative · 5 filings
“The increase in operating costs was primarily due to higher freight, maintenance, energy, and labor and other fixed costs of approximately $1.4 million, $1.6 million, $0.9 million, and $ 0.9 million, respectively.”
10-Q · Jul 29, 2026 ↗
Energy and commodity pricesnegative · 3 filings
“Natural gas costs in fiscal 2026 were similar to those in fiscal 2025, and they are subject to change upon short notice due to factors beyond our control.”
10-K · May 19, 2026 ↗
Capital investment and capacitynegative · 2 filings
“The increase in capital spending was mainly due to the expansion and modernization of our Mountain Cement facility and our gypsum wallboard plant in Oklahoma.”
10-K · May 19, 2026 ↗

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

169.79-2.3% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 1 Oct, 11:40 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for EXP. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for EXP. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind EXP

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depended on by

KNFKnife River CorporationcompetitorFeb 20, 2026 ▾

“Smaller, independent operators make up the majority of our competition; however, we also face competition in some markets from large, publicly traded United States aggregates producers, including Amrize Ltd, Cemex S.A.B.”

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

EXP is currently a Early Follower in the organic co-movement group Housing Construction. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.