What long-term trends can investors expect from EXP's earnings?

**Eagle Materials Inc. (EXP) is poised to exhibit steady growth in earnings and revenue over the long term**, supported by several key factors: 1. **Stable Financial Performance**: EXP's financials show a consistent upward trajectory in revenue and earnings. The estimated EPS for 2025Q4 is $2.5, reflecting a strong profitability period. 2. **Growth in Revenue**: The estimated revenue for the same quarter is $500.66 million, indicating a healthy increase in sales. This trend is bolstered by the company's optimistic outlook on upcoming construction activity and anticipated demand for cement. 3. **Market Position**: As a leading provider of building materials, EXP is well-positioned to capitalize on the expected growth in infrastructure spending. This positions the company favorably for long-term earnings growth. 4. **Historical Performance**: While there have been instances of missing analyst estimates, as seen in Q4 2024, the company's overall performance has been robust. The fact that revenues increased in the latest quarter despite earnings decline is a positive indicator for future growth. 5. **Industry Outlook**: The construction materials sector is expected to benefit from increased infrastructure spending, which is a key driver for EXP's products. This suggests that EXP's earnings are likely to grow in line with the industry's upward trajectory. In conclusion, investors can expect Eagle Materials to continue its trend of steady earnings growth, driven by increasing revenues and favorable market conditions. The company's strategic positioning and historical performance indicate a strong potential for long-term profitability.