EXP Earnings Prediction
The chart below shows how EXP performed 10 days before and after its earnings report, based on data from the past quarters. Typically, EXP sees a -0.09% change in stock price 10 days leading up to the earnings, and a +3.82% change 10 days following the report. On the earnings day itself, the stock moves by -0.60%. This data can give you a slight idea of what to expect for the next quarter's release.
EXP Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
623.62M
0.22%
2.45%
Gross Margin
32.69%
-2.68%
6.48%
Operating Margin
30.05%
-3.66%
5.18%
Net Margin
23.01%
-4.92%
4.64%
EPS
4.26
0.00%
8.12%
No Data Available
EXP Earnings Analysis
Eagle Materials, Inc. Corporation (EXP.N) Earnings Conference Call
Positive
Record Revenue Increase: Record revenue of $624 million in the second quarter of fiscal 2025, reflecting a year-over-year increase driven by higher cement and wallboard sales prices.
Cash Flow Improvement: Operating cash flow increased by 35% to $233 million, demonstrating strong working capital management.
Heavy Materials Earnings Growth: The heavy materials segment achieved a 5% increase in operating earnings to $98 million, supported by higher wallboard and recycled paperboard sales volumes.
Share Repurchase and Returns: The company repurchased 253,000 shares of common stock for $61 million, returning a total of $69 million to shareholders during the quarter.
Increased Capital Spending: Capital spending increased to $66 million, reflecting ongoing investments in modernization and expansion projects.
Negative
Volume Decline in Heavy Side: Our heavy side of the business was down 5% on a volume metric basis, while our concrete and aggregates locations had a larger volume impact during this quarter across our network, but most dramatically in two locations, Denver and Kansas City.
Demand Reduction Impact: Denver was impacted from reduced demand across the Board, but more dramatically impacted by our aggregate-supplied oil field services customers.
Cost Control and Customer Acquisition: This demand has not recovered, so the team has been diligently working on cost control measures and securing new customers.
Contract Negotiation Impact: In Kansas City, our concrete union operation has been in a work stoppage situation as we were negotiating the current contract. This has been resolved but impacted our volumes sold during the quarter.
Operating Earnings Decline: Our operating earnings were down 9%, primarily because of the lower cement sales volume in addition to higher maintenance costs.
EXP FAQs
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EXP Earning Call Sentiment
Eagle Materials Inc. (EXP) Q2 2025 Earnings Call Transcript
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EXP.N
-0.94%Positive
The earnings call summary presents a mixed picture: record revenues and EPS, strong cash flow, and shareholder returns are positive. However, declining heavy materials revenue, litigation loss, and vague management responses about pricing and demand pose concerns. The Q&A reveals weather-related volume impacts but positive October trends. The neutral sentiment reflects balanced positive and negative factors, with no strong catalysts for significant stock movement.