Experience Co Limited (EXP) Earnings Call Transcripts

Experience Co Limited's Latest Earnings Call - Q4 FY2026

Eagle Materials Inc. reported strong financial results for the fourth quarter and fiscal year 2026, achieving record revenue of $2.3 billion, up 2% year-over-year, and earnings per share of $13.16, down 4% due to lower Wallboard sales volume and prices. The company maintained a robust capital return strategy, returning over $400 million to shareholders, while also signaling continued investment in modernization projects that are expected to enhance operational efficiency. Looking ahead, management expects capital expenditures to peak in fiscal 2027, with a range of $490 million to $525 million, reflecting ongoing strategic growth initiatives.

Reported metrics

Guidance from management

For fiscal 2027, management expects capital expenditures to range between $490 million and $525 million, reflecting ongoing strategic investments and modernization projects.

What management said

Yes. We have cement price increases in just about every market for April 1. Some of our Western markets and down south, we didn't have increases. But we're in the process of executing on those, we do have some higher freight costs that on a net basis will be impactful. We see that in cement when we transfer the terminals. We see that also in Wallboard as we pointed out in the release, but we're in the process of impl...

Yes. So we do import into a couple of markets into South Texas and into Northern California. And yes, we've seen -- we track the Baltic Dry Index, and that has certainly ticked up here recently with all of the issues that are happening globally, not just the energy costs, but there's other factors that are impacting ocean freight rates. And yes, that has increased those costs, which, again, is upward pressure on a su...

What analysts pressed on

Analysts expressed concerns about the Wallboard market, particularly regarding the impact of mortgage rates on new home construction. There were also inquiries about the sustainability of recent cement price increases and the potential impact of rising diesel and freight costs on margins.

Main topics on the call

• Record Revenue and EPS — Eagle Materials achieved record annual revenue of $2.3 billion and fourth quarter revenue of $479 million, both up 2% year-over-year. However, annual EPS decreased by 4% to $13.16, attributed to lower Wallboard sales vol...
• Strategic Investments — The company is modernizing its Mountain Cement and Duke Wallboard plants, with the Mountain project 60% complete and expected to commission in late calendar 2026. These investments aim to lower costs and improve producti...
• Cement and Aggregates Demand — Cement sales volume increased by 8%, and aggregates revenue rose by 19%, driven by strong public infrastructure spending and private nonresidential construction, particularly data centers. Management noted, "the volume o...
• Wallboard Market Challenges — The Light Materials sector saw a 9% revenue decline to $881 million, primarily due to lower Wallboard sales volume and prices. Management highlighted the need for mortgage rate relief to stimulate new home construction a...

Read the full Experience Co Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 46 Experience Co Limited earnings call transcripts on record, spanning February 4, 2020 to August 27, 2026. Based on this history, Experience Co Limited reports quarterly. The most recent call on file is dated August 27, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

EXP

Exchange

ASX

Country

AU

Sector

Consumer Discretionary

Industry

Hotels, Restaurants and Leisure

Calls on record

46

First call

February 4, 2020

Most recent

August 27, 2026

Reporting cadence

quarterly