EXP Earnings

EXP reported its earnings on 2026-05-19, showcasing a revenue of against an estimate of 456.22M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 1.47 by 0%. The stock experienced a 1.65% price change on the earnings day and a 1.42% change over the next five days, reflecting market reactions to the results.

Following EXP's earnings announcement on 2026-05-19, the stock price moved by 1.65% on the day of the release. Over the subsequent five days, it saw a 1.42% change. Historically, EXP's stock price tends to shift by an average of 2.39% in the 10 days leading up to earnings and 1% in the 10 days following, providing insight into potential market.

For 2027/Q1, analysts estimate EXP's annual revenue to reach 638.99M, while the EPS is projected at 3.77. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between EXP's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, EXP's stock price typically moves by 2.39% in the 10 days before its earnings and 1% in the 10 days after. For the upcoming 2027/Q1 earnings, analysts expect an EPS of 3.77 and revenue of 638.99M.

The earnings call and Q&A session reveal a positive sentiment overall. The company reports strong financial performance, with significant volume growth in cement and aggregates, supported by public infrastructure and data center demand. Despite increased freight and fuel costs, price increases are being implemented. The modernization projects promise future cost savings and returns. Management's optimistic guidance and focus on capital allocation post-CapEx cycle are positive indicators. However, some uncertainties exist in housing trends and management's reluctance to provide specific forecasts. Given these factors, a positive stock price movement of 2% to 8% is expected.