“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 ↗
Eagle Materials Inc.
EXP
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.
- 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.
Research brief
The story so far
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.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- 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
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Operating cash flow covered net income at 1.45x in the latest annual period.
- 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.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 30, 2026
170.89Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“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
Peer-relative valuation withheld
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
How the market is pricing the story
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.