Latest news with #EXP
Yahoo
20-05-2025
- Business
- Yahoo
Eagle Materials Inc. (EXP): A Bull Case Theory
We came across a bullish thesis on Eagle Materials Inc. (EXP) on Substack by Margin of Sanity. In this article, we will summarize the bulls' thesis on EXP. Eagle Materials Inc. (EXP)'s share was trading at $239.93 as of May 16th. EXP's trailing and forward P/E were 17.16 and 15.04 respectively according to Yahoo Finance. A long, winding concrete pump truck navigating a busy city street. Eagle Materials (EXP) represents a high-conviction position built around the unique structural advantages of the concrete industry. Concrete's defining feature—its weight—makes it uneconomical to ship over long distances, creating a highly localized, competition-insulated business. This results in natural regional monopolies where producers like Eagle dominate their markets. Over the past two decades, Eagle Materials has strategically acquired assets in fast-growing U.S. geographies, not only cornering key markets but also vertically integrating operations to become the lowest-cost producer in every area it serves. Alongside concrete, the company manufactures gypsum wallboard (sheetrock), further diversifying its product base while benefiting from overlapping demand drivers in construction. Financially, Eagle is exceptional: it trades at a modest ~16–17x P/E despite a ~30% return on equity and robust ~20% net margins. Its balance sheet is healthy, with enough cash and earnings power to pay off its debt in under three years. Management's discipline shows through consistent share buybacks, especially during stock dips—an encouraging sign for value investors. In times of industry stress, Eagle's financial strength enables it to acquire distressed competitors, further solidifying its market leadership. The company's strong competitive position, operational discipline, and attractive valuation make it a compelling investment. If Eagle Materials caught your interest, you might also appreciate our look at Vulcan Materials—a key player in the construction materials space. Eagle Materials Inc. (EXP) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 36 hedge fund portfolios held EXP at the end of the fourth quarter which was 31 in the previous quarter. While we acknowledge the risk and potential of EXP as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than EXP but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey.
Washington Post
20-05-2025
- Business
- Washington Post
Eagle Materials: Fiscal Q4 Earnings Snapshot
DALLAS — DALLAS — Eagle Materials Inc. (EXP) on Tuesday reported fiscal fourth-quarter profit of $66.5 million. The Dallas-based company said it had net income of $2 per share. Earnings, adjusted for one-time gains and costs, were $2.08 per share. The results missed Wall Street expectations. The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of $2.34 per share.
Yahoo
20-05-2025
- Business
- Yahoo
Eagle Materials: Fiscal Q4 Earnings Snapshot
DALLAS (AP) — DALLAS (AP) — Eagle Materials Inc. (EXP) on Tuesday reported fiscal fourth-quarter profit of $66.5 million. The Dallas-based company said it had net income of $2 per share. Earnings, adjusted for one-time gains and costs, were $2.08 per share. The results missed Wall Street expectations. The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of $2.34 per share. The maker of gypsum wallboard and cement posted revenue of $470.2 million in the period, also missing Street forecasts. Five analysts surveyed by Zacks expected $477.8 million. For the year, the company reported profit of $463.4 million, or $13.77 per share. Revenue was reported as $2.26 billion. _____ This story was generated by Automated Insights ( using data from Zacks Investment Research. Access a Zacks stock report on EXP at Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Telegraph
02-05-2025
- Automotive
- Telegraph
UK's rarest cars: 1981 Vauxhall Astra Mk1 EXP, one of a handful left
Some once-popular cars gradually vanish from our roads as if by stealth, and Adrian Day's 1982 Vauxhall Astra is one of the few remaining Mk1 models. It is also the exclusive EXP limited edition version – a car that at first glance seemed so luxurious it even had a sports steering wheel as standard. The Astra was a Vauxhall of two 'firsts' – the Luton-based firm's debut front-wheel drive product and its first model not to be sold outside the UK. By 1978 the parent company General Motors had decided that future Vauxhalls would be modified versions of Opel designs, meaning that the Astra was essentially a Kadett D (the Kadett C being the Vauxhall Chevette) designed in Germany, but with the British firm's griffin badge on the nose. Opel began work on the latest Kadett in 1976, using the original Volkswagen Golf as a benchmark for its interior accommodation. Vauxhall intended to launch the Astra in August 1979 but encountered problems from unions which feared the company planned to cease car manufacture in the UK, in favour of importing re-branded Opels from Germany. In fact, the first Astras were imported from Germany, but Vauxhall issued assurances that it would commence manufacture at Ellesmere Port on the Mersey by 1982. Meanwhile, negotiations between the company and the unions meant the launch took place at the Scottish Motor Show in November 1979. To further complicate matters, Opel planned to sell its almost identical Kadett D stablemate in the UK. According to one advertisement, the Astra was the car 'the roads have been waiting for', although this newspaper referred to it as a 'Local Opel'. What Car? magazine voted the Astra its 1980 Car of the Year, ahead of the VW Golf Mk1, the Citroën GSA and the Volvo 345. Motor thought it 'in some respects even better than the Opel Kadett from which it is derived' and Car found the Astra 'soundly designed' and 'developed to a high pitch'. By 1981 production transferred to Ellesmere Port and the Astra became the UK's ninth best-selling car. That year General Motors merged Vauxhall and Opel dealerships and in 1982 Vauxhall introduced the EXP special edition – the Astra that 'sets you apart'. This was such an exclusive car that Vauxhall urged buyers to 'Call your dealer now. He may have one left.' The EXP was available in three- or five-door guise, with a choice of 1.3- or 1.6-litre engines. Vauxhall based it on the lowly-specified L version, but installed equipment that 'identifies your own high values'. In other words, the owner could bask in the glory of its Hazelnut Metallic or Black paintwork with an Antique Gold side stripe. This gold theme continued with the wheels, while your new EXP even came with a 'high quality push button radio', a glass sunroof, front foglights, a tinted windscreen and Chevron Tweed upholstery. Not to mention other 'thoughtful detail features'; a remote-control driver's door mirror, a cigar lighter and a rear wiper and washer. At £5,162.73, Vauxhall priced the EXP 1.3-litre five-door to compete with the Ford Escort Mk3 1.3 GL at £5,137 or the Talbot Horizon 1.5 GL for £4,981. If you did not require a hatchback, your nearest British Leyland dealer would probably discount the Austin Allegro 1.5 HLS's £5,095 list price as production would end that year. But no rival could hope to offer the sheer style that was the Astra with an Antique Gold stripe. EXP sales amounted to approximately 2,800 and survivors are now believed to be in single figures – even as low as three. (The difficulty in obtaining the precise number of survivors is because many could have been registered without the EXP nomenclature.) As for the standard Astra, when the Mk2 replaced it in October 1984 after 196,347 units, the Mk1 was the country's seventh best-selling car. However, the motoring historian Keith Adams observes in 'Rust was a killer, as were 'toffee' camshafts [in the overhead cam models], gearboxes and driveshafts. By the late 1990s, numbers were thinning alarmingly.' Day's Astra was registered in August 1982 in Devon and is certainly an eye-catching vehicle, although the EXP exterior trim appears strangely dated for 1982, with a gold theme redolent of mid-1970s executive aspirations. The result is one of the few Astra Mk1 five-doors that could be fairly described as 'flamboyant'. Or, as Vauxhall preferred to describe the EXP, 'so much luxury and distinction'.
Vancouver Sun
30-04-2025
- Entertainment
- Vancouver Sun
Q&A: Chilean-French rap star Ana Tijoux makes Vancouver debut
Article content Chan EXP: Ana Tijoux Vida Tour Article content When: May 2, 8 p.m. Article content Over the course of five award-winning hit albums, she has delivered political rallying cries around issues ranging from women's rights to the challenges of the globally dispossessed and migrant experience. Article content Article content listed her in the third spot on its Most Essential Spanish-Language Rappers of Yesterday and Today, noting her velvety flow and the fact that 'she broke barriers as a female rapper in a predominantly male-dominated genre, back when a female presence was rarer. Article content Article content 'The ferocious-yet-mellifluous flow of the French-Chilean poet carries an unapologetic spirit that has been nothing short of empowering, resonating with audiences worldwide.' Article content On her fifth album, 2024's Vida, the Latin Grammy-winning artist dropped her first new collection in nearly a decade. Reviews across the music media praised the album for both its ferocity, as well as its optimism. Article content Tijoux discussed her art before her coming Chan Centre performance and her latest EP, Serpiente de Madera (Wood snake), which reunited her with longtime producer Hordatoj: Article content Article content Article content A: It has been a long time between albums. But everything from Vida onward has been new material that I've been writing specifically for each release. I don't release older material. Article content A: Totally. The snake is all about adapting and mutating into new skin and identity, reflecting what's going on around us. Wood is more about balance and calm, things like family and friends. Perhaps because of where I am in life, that is something I am thinking of and why I identified with the Chinese horoscope for the new EP.
