Analyst Ratings

Date	Action	Analyst	Rating	Target
Jun-02-26	Upgrade	JP Morgan	Underweight → Neutral
May-20-26	Reiterated	Jefferies	Hold	$226 → $200
May-20-26	Reiterated	Stephens		$235 → $225
May-20-26	Reiterated	RBC Capital	Sector Perform	$208 → $219
Apr-15-26	Reiterated	Wells Fargo	Overweight	$241 → $246
Feb-24-26	Initiated	RBC Capital	Sector Perform	$208
Feb-16-26	Downgrade	JP Morgan	Neutral → Underweight
Feb-02-26	Reiterated	DA Davidson	Neutral	$225 → $210
Jan-29-26	Reiterated	Wells Fargo	Overweight	$261 → $241
Jan-20-26	Reiterated	Stephens		$255 → $245

Financial Statements

DataTimeframe

Line Item (USD, M)	TTM —	FY 2025 3/31/2026	FY 2024 3/31/2025	FY 2023 3/31/2024
Total Revenue	2,309	2,309	2,261	Upgrade your experience to unlock full historical data
Cost of Goods Sold Incl. D&A	1,656	1,656	1,587
Gross Profit	653	653	673
Selling, General and Administrative Excl. Other	89	89	74
Research and Development	0	0	0
Other Operating Expense	3	3	0
Operating Income	561	561	599
Interest Expense	60	59	42
Unusual Expense	—	—	—
Non-Operating Income (Expense)	-39	-39	-35
Net Income Before Taxes	541	542	591
Income Taxes	117	118	128
Consolidated Net Income	423	424	463
Net Income From Continuing Operations	423	424	463
Net Income	423	424	463
EPS (Recurring)	13.20	13.20	13.88
EPS (Basic, Before Extraordinaries)	13.20	13.20	13.88
EPS (Diluted)	13.12	13.12	13.77
EBITDA	763	764	793
Other After Tax Adjustments	—	—	—
Stock Option Compensation Expense	—	—	—
Price To Earnings Ratio	17.12	14.44	—
Price To Sales Ratio	3.02	2.54	—
Gross Margin	28.28	28.28	29.77
Operating Margin	24.30	24.30	26.49
Net Margin	18.32	18.36	20.48
Shares Outstanding	31	31	33
Market Capitalization	6,962	5,873	—
Operating Lease Expense	—	—	—

Insider Trading

Insider	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Thompson Tony	Senior Vice President	May 22 '26	Option Exercise	99.56	708	70,492	13,356	May 26 12:00 AM
Newby Matt	EVP & General Counsel	May 22 '26	Option Exercise	99.56	1,118	111,314	20,867	May 26 12:00 AM
Kesler Dale Craig	EVP and CFO	May 22 '26	Option Exercise	99.56	1,648	164,083	56,903	May 26 12:00 AM
Haack Michael	President and CEO	May 22 '26	Option Exercise	99.56	7,054	702,332	89,343	May 26 12:00 AM
Haddock Alex	Senior Vice President	May 22 '26	Option Exercise	99.56	708	70,492	3,977	May 26 12:00 AM
Devlin William R	SVP, Controller	May 22 '26	Option Exercise	99.56	532	52,969	17,610	May 26 12:00 AM
Cribbs Eric	President (American Gypsum)	May 22 '26	Option Exercise	99.56	1,178	117,288	13,345	May 26 12:00 AM
Newby Matt	EVP & General Counsel	Mar 31 '26	Option Exercise	90.75	1,200	108,900	19,729	Apr 02 12:00 AM
Haddock Alex	Senior Vice President	Mar 31 '26	Option Exercise	90.75	634	57,536	3,318	Apr 02 12:00 AM
Devlin William R	SVP, Controller	Mar 31 '26	Option Exercise	90.75	634	57,536	16,983	Apr 02 12:00 AM
Thompson Tony	Senior Vice President	Mar 31 '26	Option Exercise	90.75	634	57,536	12,641	Apr 02 12:00 AM
Cribbs Eric	President (American Gypsum)	Mar 31 '26	Option Exercise	90.75	918	83,309	12,397	Apr 02 12:00 AM
Kesler Dale Craig	EVP and CFO	Mar 31 '26	Option Exercise	90.75	1,902	172,607	55,037	Apr 02 12:00 AM
Haack Michael	President and CEO	Mar 31 '26	Option Exercise	90.75	7,962	722,552	82,146	Apr 02 12:00 AM
Rush David E	Director	Nov 05 '25	Buy	208.08	1,000	208,080	4,173	Nov 07 12:00 AM


Market Cap	6.59B	Forward P/E	15.19	EPS next Y	14.78	Insider Trans	0.09%	Shs Float	-	Perf Month	12.36%


Enterprise Value	8.09B	PEG	-	EPS next Q	3.41	Inst Own	-	Short Float	-	Perf Quarter	26.89%


Income	418.35M	P/S	2.85	EPS this Y	-0.01%	Inst Trans	-	Short Ratio	-	Perf Half Y	0.82%


Sales	2.31B	P/B	4.53	EPS next Y	12.68%	ROA	11.03%	Short Interest	-	Perf YTD	8.66%


Book/sh	47.73	P/C	10.87	EPS next 5Y	19.72%	ROE	28.27%	52W High	243.63 -7.82%	Perf Year	15.95%


Cash/sh	9.64	P/FCF	33.37	EPS past 3/5Y	-	ROIC	12.18%	52W Low	171.99 30.58%	Perf 3Y	-


Dividend Est.	1.00 (0.45%)	EV/EBITDA	10.60	Sales past 3/5Y	2.44% 7.31%	Gross Margin	28.27%	Volatility	2.55% 2.56%	Perf 5Y	-


Dividend TTM	1.00 (0.45%)	EV/Sales	3.50	EPS Y/Y TTM	-4.72%	Oper. Margin	24.29%	ATR (14)	8.19	Perf 10Y	-


Dividend Ex-Date	Jun 15, 2026	Quick Ratio	2.09	Sales Y/Y TTM	2.12%	Profit Margin	18.36%	RSI (14)	60.58	Recom	2.75


Dividend Gr. 3/5Y	0.00% 58.49%	Current Ratio	3.66	EPS Q/Q	-8.17%	SMA20	4.62%	Beta	1.22	Target Price	218.33


Payout	7.64%	Debt/Eq	1.22	Sales Q/Q	1.91%	SMA50	7.78%	Rel Volume	2.18	Prev Close	213.24


Employees	2,500	LT Debt/Eq	1.21	Earnings	Aug 04	SMA200	4.18%	Avg Volume	404.00K	Price	224.58


IPO Date	Apr 12, 1994	Option/Short	Yes / Yes	EPS/Sales Surpr.	20.13% 5.97%	Net Debt/EBITDA	1.96	Volume	880,742	Change	5.32%

EXP