EXP
Market read
EXP accounts for 4.3% of the group's measured movement across 8.2 effective names. all 12 measured members are falling in raw terms, but 8 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 32%, so confirmation is not yet clean. No verified headline preceded the measured group move.
KBH, HD, BLDR moved materially before EXP. EXP crossed its material path threshold at 13:20 ET. LPX, HLMN followed.
4 of 18 members in Housing Construction are active. 0 of 1 disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 6 of 18 members or fewer.
Research brief
EXP accounts for 4.3% of the group's measured movement across 8.2 effective names. all 12 measured members are falling in raw terms, but 8 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 32%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“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 ↗
“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 ↗
“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 ↗
“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
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
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
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
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
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
“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.
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What is moving around it
EXP is currently a Participant 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
No durable theme membership has been observed for this name yet.