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Side-by-side financial comparison of EAGLE MATERIALS INC (EXP) and Noble Corp plc (NE). Click either name above to swap in a different company.
Noble Corp plc is the larger business by last-quarter revenue ($764.4M vs $556.0M, roughly 1.4× EAGLE MATERIALS INC). EAGLE MATERIALS INC runs the higher net margin — 18.5% vs 11.3%, a 7.2% gap on every dollar of revenue. On growth, EAGLE MATERIALS INC posted the faster year-over-year revenue change (-0.4% vs -17.6%). EAGLE MATERIALS INC produced more free cash flow last quarter ($60.8M vs $35.4M). Over the past eight quarters, Noble Corp plc's revenue compounded faster (9.5% CAGR vs 8.0%).
Eagle Materials Inc. is an American producer of building materials based in Dallas, Texas. The company produces cement, concrete, construction aggregate, gypsum, wallboard, paperboard, and sand for hydraulic fracturing.
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
EXP vs NE — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $556.0M | $764.4M |
| Net Profit | $102.9M | $86.6M |
| Gross Margin | 28.9% | — |
| Operating Margin | — | 5.6% |
| Net Margin | 18.5% | 11.3% |
| Revenue YoY | -0.4% | -17.6% |
| Net Profit YoY | -13.9% | -10.4% |
| EPS (diluted) | $3.22 | $0.54 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $556.0M | $764.4M | ||
| Q3 25 | $638.9M | $798.0M | ||
| Q2 25 | $634.7M | $848.7M | ||
| Q1 25 | $470.2M | $874.5M | ||
| Q4 24 | $558.0M | $927.3M | ||
| Q3 24 | $623.6M | $800.5M | ||
| Q2 24 | $608.7M | $692.8M | ||
| Q1 24 | $476.7M | $637.1M |
| Q4 25 | $102.9M | $86.6M | ||
| Q3 25 | $137.4M | $-21.1M | ||
| Q2 25 | $123.4M | $42.9M | ||
| Q1 25 | $66.5M | $108.3M | ||
| Q4 24 | $119.6M | $96.6M | ||
| Q3 24 | $143.5M | $61.2M | ||
| Q2 24 | $133.8M | $195.0M | ||
| Q1 24 | $77.1M | $95.5M |
| Q4 25 | 28.9% | — | ||
| Q3 25 | 31.3% | — | ||
| Q2 25 | 29.2% | — | ||
| Q1 25 | 22.2% | — | ||
| Q4 24 | 31.9% | — | ||
| Q3 24 | 32.7% | — | ||
| Q2 24 | 30.7% | — | ||
| Q1 24 | 25.1% | — |
| Q4 25 | — | 5.6% | ||
| Q3 25 | — | 6.3% | ||
| Q2 25 | — | 15.9% | ||
| Q1 25 | — | 21.4% | ||
| Q4 24 | 32.8% | 18.4% | ||
| Q3 24 | 34.2% | 14.4% | ||
| Q2 24 | 32.0% | 30.3% | ||
| Q1 24 | 26.9% | 16.9% |
| Q4 25 | 18.5% | 11.3% | ||
| Q3 25 | 21.5% | -2.6% | ||
| Q2 25 | 19.4% | 5.1% | ||
| Q1 25 | 14.1% | 12.4% | ||
| Q4 24 | 21.4% | 10.4% | ||
| Q3 24 | 23.0% | 7.6% | ||
| Q2 24 | 22.0% | 28.1% | ||
| Q1 24 | 16.2% | 15.0% |
| Q4 25 | $3.22 | $0.54 | ||
| Q3 25 | $4.23 | $-0.13 | ||
| Q2 25 | $3.76 | $0.27 | ||
| Q1 25 | $2.01 | $0.67 | ||
| Q4 24 | $3.56 | $0.56 | ||
| Q3 24 | $4.26 | $0.40 | ||
| Q2 24 | $3.94 | $1.34 | ||
| Q1 24 | $2.23 | $0.66 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $419.0M | $471.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.5B | $4.5B |
| Total Assets | $3.8B | $7.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $419.0M | $471.4M | ||
| Q3 25 | $35.0M | $477.9M | ||
| Q2 25 | $59.7M | $338.2M | ||
| Q1 25 | $20.4M | $303.8M | ||
| Q4 24 | $31.2M | $247.3M | ||
| Q3 24 | $93.9M | $391.9M | ||
| Q2 24 | $46.5M | $162.9M | ||
| Q1 24 | $34.9M | $212.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.1B | — |
| Q4 25 | $1.5B | $4.5B | ||
| Q3 25 | $1.5B | $4.5B | ||
| Q2 25 | $1.5B | $4.6B | ||
| Q1 25 | $1.5B | $4.7B | ||
| Q4 24 | $1.5B | $4.7B | ||
| Q3 24 | $1.4B | $4.7B | ||
| Q2 24 | $1.4B | $4.0B | ||
| Q1 24 | $1.3B | $3.9B |
| Q4 25 | $3.8B | $7.5B | ||
| Q3 25 | $3.4B | $7.6B | ||
| Q2 25 | $3.4B | $7.7B | ||
| Q1 25 | $3.3B | $7.9B | ||
| Q4 24 | $3.0B | $8.0B | ||
| Q3 24 | $3.1B | $8.0B | ||
| Q2 24 | $3.0B | $5.6B | ||
| Q1 24 | $2.9B | $5.4B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.84× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $170.8M | $187.1M |
| Free Cash FlowOCF − Capex | $60.8M | $35.4M |
| FCF MarginFCF / Revenue | 10.9% | 4.6% |
| Capex IntensityCapex / Revenue | 19.8% | 19.9% |
| Cash ConversionOCF / Net Profit | 1.66× | 2.16× |
| TTM Free Cash FlowTrailing 4 quarters | $231.8M | $432.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $170.8M | $187.1M | ||
| Q3 25 | $204.6M | $277.1M | ||
| Q2 25 | $136.6M | $216.4M | ||
| Q1 25 | $62.8M | $271.1M | ||
| Q4 24 | $119.9M | $136.2M | ||
| Q3 24 | $233.3M | $283.8M | ||
| Q2 24 | $132.6M | $106.8M | ||
| Q1 24 | $63.4M | $128.7M |
| Q4 25 | $60.8M | $35.4M | ||
| Q3 25 | $96.1M | $139.5M | ||
| Q2 25 | $60.5M | $99.8M | ||
| Q1 25 | $14.5M | $157.5M | ||
| Q4 24 | $72.5M | $-4.4M | ||
| Q3 24 | $166.8M | $156.8M | ||
| Q2 24 | $99.5M | $-34.3M | ||
| Q1 24 | $30.9M | $-37.9M |
| Q4 25 | 10.9% | 4.6% | ||
| Q3 25 | 15.0% | 17.5% | ||
| Q2 25 | 9.5% | 11.8% | ||
| Q1 25 | 3.1% | 18.0% | ||
| Q4 24 | 13.0% | -0.5% | ||
| Q3 24 | 26.7% | 19.6% | ||
| Q2 24 | 16.3% | -4.9% | ||
| Q1 24 | 6.5% | -6.0% |
| Q4 25 | 19.8% | 19.9% | ||
| Q3 25 | 17.0% | 17.3% | ||
| Q2 25 | 12.0% | 13.7% | ||
| Q1 25 | 10.3% | 13.0% | ||
| Q4 24 | 8.5% | 15.2% | ||
| Q3 24 | 10.7% | 15.9% | ||
| Q2 24 | 5.4% | 20.4% | ||
| Q1 24 | 6.8% | 26.2% |
| Q4 25 | 1.66× | 2.16× | ||
| Q3 25 | 1.49× | — | ||
| Q2 25 | 1.11× | 5.05× | ||
| Q1 25 | 0.94× | 2.50× | ||
| Q4 24 | 1.00× | 1.41× | ||
| Q3 24 | 1.63× | 4.64× | ||
| Q2 24 | 0.99× | 0.55× | ||
| Q1 24 | 0.82× | 1.35× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EXP
| External Customers | $283.5M | 51% |
| Gypsum Wallboard | $175.9M | 32% |
| Recycled Paperboard | $47.8M | 9% |
| Corporate Joint Venture | $29.4M | 5% |
| Other | $11.8M | 2% |
| Western Pennsylvania Acquisition | $7.6M | 1% |
NE
| Floaters | $559.8M | 73% |
| Jackups | $145.5M | 19% |
| Service Other | $59.1M | 8% |
