Eagle Materials (NYSE: EXP) stock is soaring 5.36% in pre-market trading on Tuesday following the release of its fiscal 2026 first-quarter earnings report, which exceeded analyst expectations. The building materials company demonstrated resilience in a challenging macroeconomic environment, posting record revenue and beating both top and bottom-line estimates.

For the quarter ended June 30, 2025, Eagle Materials reported revenue of $634.7 million, a 4% increase year-over-year and significantly above the analyst consensus estimate of $611.264 million. The company's earnings per share (EPS) came in at $3.76, surpassing the expected $3.74 and showcasing the company's ability to maintain profitability despite economic headwinds.

While net earnings declined 8% to $123.4 million, investors appear to be focusing on the company's strong sales performance and its ability to navigate challenges. The Concrete and Aggregates segment was a particular bright spot, with revenue increasing 21% to $73.7 million and operating earnings surging by 107% to $6.2 million. This impressive growth, coupled with the company's ongoing share repurchase program and solid balance sheet, seems to have bolstered investor confidence, driving the stock's pre-market rally.