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EXP Basic Materials Latest YouTube: Q4 FY2026 Published 2026-05-20

Eagle Materials Inc.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

EXP Stock: BUY Call - Record $2.3B Revenue on AI Datacenter Boom Q4 FY2026

Published 2026-05-20

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q4 FY2026
2026-05-20
Podcast available
Yes
Current price
$207.03
+4.11 (+2.03%)
Trailing / Forward P/E
16.31x
Forward: 14.44x
Market cap / Volume
Volume:
Revenue / Earnings Growth
2.6%
Earnings: -12.5%
Margins
21.7% op
Gross: 27.0% · Net: 17.3%
Balance sheet
3.23x current
Debt / Equity: 120.8
52-week range / Beta
$171.99 - $245.53
Beta: 1.38
Analyst target
$225.89
Upside: 9.1%
Cash / shareholder return
0.40% FCF yield
Dividend yield: 0.49%

Company context

Industry: Building Materials
Country: United States
Employees:
Price to book: 4.29x
Return on equity: 27.0%
Eagle Materials Inc., through its subsidiaries, manufactures and sells heavy construction products and light building materials in the United States. The company operates in four segments: Cement, Concrete and Aggregates, Gypsum Wallboard, and Recycled Paperboard. It engages in the mining of limestone for the manufacture, production, distribution, and sale of portland cement, including Portland limestone cement; grinding and sale of slag; and mining of gypsum for the manufacture and sale of gypsum wallboards used to finish the interior walls and ceilings in residential, commercial, and industrial structures, as well as well as containerboard and lightweight packaging grades. The company is also involved in the manufacture and sale of recycled paperboard to the gypsum wallboard industry and other paperboard converters; sale of readymix concrete; and mining and sale of aggregates, such as crushed stone, sand, and gravel. Its products are used in commercial and residential construction; public construction projects to build, expand, and repair roads and highways; and repair and remodel activities. The company was formerly known as Centex Construction Products, Inc. and changed its name to Eagle Materials, Inc. in January 2004. Eagle Materials Inc. was founded in 1963 and is headquartered in Dallas, Texas.

Price chart

Market context for EXP

Competitive view

EXP vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Eagle Materials Inc. latest YouTube video thumbnail YouTube
Eagle Materials Inc.
EXP
Latest video
Q4 FY2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Alcoa Corporation latest YouTube video thumbnail YouTube
Alcoa Corporation
AA
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Steel Dynamics, Inc. latest YouTube video thumbnail YouTube
Steel Dynamics, Inc.
STLD
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
EXP
$6.35B
Eagle Materials Inc.
AA
$13.68B
Alcoa Corporation
STLD
$32.78B
Steel Dynamics, Inc.
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
EXP
16.3x
Eagle Materials Inc.
AA
10.8x
Alcoa Corporation
STLD
20.8x
Steel Dynamics, Inc.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
EXP
14.4x
Eagle Materials Inc.
AA
8.9x
Alcoa Corporation
STLD
12.0x
Steel Dynamics, Inc.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
EXP
2.6%
Eagle Materials Inc.
AA
31.4%
Alcoa Corporation
STLD
33.4%
Steel Dynamics, Inc.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
EXP
-12.5%
Eagle Materials Inc.
AA
146.8%
Alcoa Corporation
STLD
83.6%
Steel Dynamics, Inc.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
EXP
21.7%
Eagle Materials Inc.
AA
18.4%
Alcoa Corporation
STLD
11.5%
Steel Dynamics, Inc.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
EXP
27.0%
Eagle Materials Inc.
AA
19.8%
Alcoa Corporation
STLD
14.7%
Steel Dynamics, Inc.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
EXP
17.3%
Eagle Materials Inc.
AA
9.4%
Alcoa Corporation
STLD
7.8%
Steel Dynamics, Inc.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
EXP
27.0%
Eagle Materials Inc.
AA
18.2%
Alcoa Corporation
STLD
17.6%
Steel Dynamics, Inc.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
EXP
0.4%
Eagle Materials Inc.
AA
7.0%
Alcoa Corporation
STLD
0.7%
Steel Dynamics, Inc.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
EXP
120.75x
Eagle Materials Inc.
AA
29.92x
Alcoa Corporation
STLD
46.92x
Steel Dynamics, Inc.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
EXP
3.23x
Eagle Materials Inc.
AA
1.53x
Alcoa Corporation
STLD
3.18x
Steel Dynamics, Inc.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
EXP
1.38
Eagle Materials Inc.
AA
1.62
Alcoa Corporation
STLD
1.53
Steel Dynamics, Inc.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
EXP
0.5%
Eagle Materials Inc.
AA
0.8%
Alcoa Corporation
STLD
0.9%
Steel Dynamics, Inc.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
EXP
9.1%
Eagle Materials Inc.
AA
21.5%
Alcoa Corporation
STLD
19.2%
Steel Dynamics, Inc.

Episode timeline

Episode archive for EXP

Each row is one earnings episode with every verified platform link available.

Q4 FY2026
Episode live
2026-05-20
Published youtube podcast complete
EXP Stock: BUY Call - Record $2.3B Revenue on AI Datacenter Boom Q4 FY2026
Quarterly earnings-analysis entry for Eagle Materials Inc.. Use the links on the right to open the video or podcast episode.