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    Jessie Baron

    Vice President and Equity Research Analyst at Jefferies

    Jessie Baron is a Vice President and Equity Research Analyst at Jefferies, specializing in the coverage of consumer and household products companies such as Procter & Gamble, Colgate-Palmolive, and Kimberly-Clark. Known for her data-driven approach, she has been recognized for accurately predicting earnings trends and sector movements, achieving a strong success rate on her recommendations and favorable rankings on analyst performance platforms. Having begun her career in equity research at RBC Capital Markets before joining Jefferies in 2018, Jessie has built a robust reputation for in-depth fundamental analysis and insightful industry commentary. She holds FINRA Series 7, 63, and 86/87 licenses, underscoring her commitment to professional excellence and regulatory compliance in the financial sector.

    Jessie Baron's questions to EAGLE MATERIALS (EXP) leadership

    Jessie Baron's questions to EAGLE MATERIALS (EXP) leadership • Q2 2025

    Question

    Jessie Baron from Jefferies, on for Phil Ng, asked for an update on the cost structures for the Cement and Wallboard businesses, particularly regarding energy hedging, and requested more detail on the operational issues in Kansas City and Denver.

    Answer

    CFO Craig Kesler outlined that Wallboard costs are driven by internally sourced paper and natural gas (hedged ~50%), while Cement costs are mainly maintenance and energy, with fuel prices set by 1-2 year contracts. Executive Michael Haack explained that in Denver, the company is diversifying a new acquisition's customer base, and in Kansas City, a work stoppage has been resolved, with the operation now being refocused on the non-union market.

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