Eagle Materials (EXP)
Makes cement, gypsum wallboard, and other building materials for U.S. construction.
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Makes heavy construction products and light building materials, centered on cement and gypsum wallboard. Its decentralized profit-center model operates through a U.S. network, while demand follows cyclical and seasonal economic and geographic conditions.
Manufactures heavy construction products and light building materials, with cement and gypsum wallboard at the center of the portfolio. Its U.S. network spans more than 70 facilities in 21 states.
Operations rely on decentralized profit-center leaders to execute strategic choices and steward resources. Recruiting, development, retention, safety, and a low-cost position are operational priorities.
Developed from a Centex subsidiary into a standalone NYSE issuer, it remains a combined heavy- and light-materials company and continues operating after ending a planned separation. Demand is cyclical and seasonal, shaped by economic and geographic conditions.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 9, 2026 | Wells Fargo | Downgrade | Target: $240 | Target: $196 |
| Sep 9, 2026 | Citigroup | Downgrade | ||
| Aug 24, 2026 | D.A. Davidson | Target | Target: $210 | Target: $220 |
| Jul 30, 2026 | Stephens | Target | Target: $225 | Target: $230 |
| Jul 8, 2026 | Wells Fargo | Reiterate | Rating: —Target: $246 | Target: $240 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $233.5M · Total debt $1.80B · Total assets $3.91B · Shareholders' equity $1.49B
- Revenue
- $651.0M
- Operating income
- $141.0M
- Net income
- $102.1M
HistoryDividendAnnual yield
| Institutions | 108.79% | 33.37M shares | |
|---|---|---|---|
| 551 holders · as of Jun 30, 2026 | |||
| Insiders | 1.12% | 344.1K shares | |
| 17 holders · as of Aug 26, 2026 | |||
| Adds to | 109.91% | ||
30.68M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 109.91%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
FMR LLCInstitution | 11.83% | 3.63M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 9.98% | 3.06M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.58% | 1.40M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.37% | 1.34M | as of Jun 30, 2026 |
AllianceBernstein L.P.Institution | 4.02% | 1.23M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 24, 2026 | Tony Thompson | officer: Senior Vice President | −3,074 | $203.96 |
| Aug 3, 2026 | Margot Lebenberg Carter | director | −561 | $212.35 |
| Jul 31, 2026 | Margot Lebenberg Carter | director | −4,654 | $203.97 |
| Nov 5, 2025 | David E. Rush | director | +1,000 | $208.08 |
- CRH
Large North American overlap in cement, aggregates and ready-mix
- Amrize
North American cement and aggregates supplier with overlapping U.S. plants
- Martin Marietta
National supplier of aggregates and heavy building materials
- Cemex (ADR)
NYSE ADS issuer supplying cement, aggregates and ready-mix concrete
- Vulcan Materials
Largest U.S. construction-aggregates producer with concrete overlap
- Titan America
Integrated East Coast producer of cement, aggregates and ready-mix
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Eagle Materials | $181.48 | +1.31% | $5.50B | 14.2 | 14.0 | 2.4 | +2.6% |
| CRH | $87.52 | +0.43% | $58.23B | — | — | — | +5.6% |
| Amrize | $38.71 | +0.31% | $21.36B | 17.7 | 15.0 | 1.8 | +8.5% |
| Martin Marietta | $496.78 | −0.58% | $30.01B | 12.3 | 25.4 | 4.5 | +7.5% |
| Cemex (ADR) | $10.11 | +0.85% | $14.54B | 6.3 | 11.1 | 0.9 | +1,975.1% |
| Vulcan Materials | $243.95 | −0.91% | $31.90B | 29.0 | 24.9 | 3.9 | +2.5% |
| Titan America | $13.86 | +0.36% | $2.55B | 14.4 | 11.9 | 1.5 | +9.6% |
| Median | 14.4 | 15.0 | 1.8 | +8.0% |