Why a $104 Million Allocation to Eagle Materials Stock Could Signal Confidence in Construction's Next Cycle

Black Creek Investment Management acquired 502,120 shares in Eagle Materials during the fourth quarter. The quarter-end position value increased by $103.78 million due to the new share purchase.

The Motley Fool • Feb 14, 2026

Eagle Materials Declares Quarterly Dividend

DALLAS--(BUSINESS WIRE)--The Board of Directors of Eagle Materials Inc. (NYSE: EXP) has declared a quarterly cash dividend of $0.25 per share, payable on April 13, 2026, to stockholders of record of its Common Stock at the close of business on March 16, 2026. About Eagle Materials Inc. Eagle Materials Inc. is a leading U.S. manufacturer of heavy construction products and light building materials. Eagle's primary products, Portland Cement and Gypsum Wallboard, are essential for building, expandi.

Business Wire • Feb 10, 2026

Harbor SMID Cap Value ETF Q4 2025 Performance Review

Timken remains a compelling investment as it supplies essential components that customers cannot easily replace. MDU remains an attractive investment as electricity demand continues to rise, particularly from energy-intensive industries such as data centers locating in the central United States. During the quarter, Raymond James' shares declined by 7.0% despite adjusted earnings exceeding consensus expectations by 10%, reflecting investor focus on near-term margin pressure rather than underlying business momentum.

Seeking Alpha • Feb 10, 2026

Eagle Materials: Heavy Materials Strength Offsets Wallboard Weakness

Eagle Materials Inc. reported flat Q3 '26 revenue and missed EPS, with heavy materials strength offset by wallboard weakness. EXP maintains a solid balance sheet, low leverage, and active buybacks, but elevated capex is directed toward major growth projects. Heavy materials benefit from infrastructure and nonresidential demand, while wallboard faces ongoing residential headwinds and pricing pressure.

Seeking Alpha • Feb 4, 2026

Harbor Mid Cap Value ETF Q4 2025 Performance Drivers And Trading Highlights

In the fourth quarter of 2025, the Harbor Mid Cap Value ETF returned 2.00% (NAV), outperforming its benchmark, the Russell Midcap® Value Index. We added Eagle Materials to the portfolio during the quarter, a U.S.-focused manufacturer of essential construction materials, including cement, wallboard, and aggregates. We sold Sealed Air Corporation during the quarter due to crowding out, a packaging solutions company providing protective, food, and specialty packaging products.

Seeking Alpha • Jan 30, 2026

Eagle Materials Inc. (EXP) Q3 2026 Earnings Call Transcript

Eagle Materials Inc. (EXP) Q3 2026 Earnings Call Transcript

Seeking Alpha • Jan 29, 2026

Eagle Materials Reports Third Quarter Results

DALLAS--(BUSINESS WIRE)--Eagle Materials Inc. (NYSE: EXP) today reported financial results for the third quarter of fiscal 2026 ended December 31, 2025. Notable items for the quarter are highlighted below (unless otherwise noted, all comparisons are with the prior year's fiscal third quarter). Third Quarter Fiscal 2026 Highlights Revenue of $556.0 million Net Earnings of $102.9 million Net Earnings per share of $3.22 Adjusted EBITDA of $190.1 million Adjusted EBITDA is a non-GAAP financial meas.

Business Wire • Jan 29, 2026

Eagle Materials (EXP) Q3 Earnings Lag Estimates

Eagle Materials (EXP) came out with quarterly earnings of $3.22 per share, missing the Zacks Consensus Estimate of $3.32 per share. This compares to earnings of $3.59 per share a year ago.

Zacks Investment Research • Jan 29, 2026

Compared to Estimates, Eagle Materials (EXP) Q3 Earnings: A Look at Key Metrics

Although the revenue and EPS for Eagle Materials (EXP) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Jan 29, 2026

Wall Street's Insights Into Key Metrics Ahead of Eagle Materials (EXP) Q3 Earnings

Besides Wall Street's top-and-bottom-line estimates for Eagle Materials (EXP), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.

Zacks Investment Research • Jan 27, 2026