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Alignment Healthcare, Inc.（ALHC）与EAGLE MATERIALS INC（EXP）财务数据对比。点击上方公司名可切换其他公司
Alignment Healthcare, Inc.的季度营收约是EAGLE MATERIALS INC的2.2倍（$1.2B vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 0.9%，领先17.6%），EAGLE MATERIALS INC同比增速更快（-0.4% vs -74.7%），过去两年Alignment Healthcare, Inc.的营收复合增速更高（34.6% vs 8.0%）
Alignment Healthcare是总部位于美国的医疗保健企业，主打联邦医疗保险优势计划，为老年群体提供协调医疗服务、处方药保障及补充福利，采用价值导向医疗模式，与本土医疗机构合作，业务覆盖美国多个州，致力提升患者健康水平。
Eagle Materials Inc.是总部位于美国得克萨斯州达拉斯的建筑材料生产企业，主营产品包括水泥、混凝土、建筑骨料、石膏、墙板、纸板以及水力压裂作业专用砂，产品广泛应用于建筑施工、能源开发等多个领域。
ALHC vs EXP — 直观对比
营收规模更大
ALHC
是对方的2.2倍
$556.0M
营收增速更快
EXP
高出74.4%
-74.7%
净利率更高
EXP
高出17.6%
0.9%
两年增速更快
ALHC
近两年复合增速
8.0%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $556.0M |
| 净利润 | $11.4M | $102.9M |
| 毛利率 | — | 28.9% |
| 营业利润率 | — | — |
| 净利率 | 0.9% | 18.5% |
| 营收同比 | -74.7% | -0.4% |
| 净利润同比 | — | -13.9% |
| 每股收益（稀释后） | — | $3.22 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ALHCEXP
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.0B | $556.0M | ||
| Q3 25 | $993.7M | $638.9M | ||
| Q2 25 | $1.0B | $634.7M | ||
| Q1 25 | $926.9M | $470.2M | ||
| Q4 24 | $701.2M | $558.0M | ||
| Q3 24 | $692.4M | $623.6M | ||
| Q2 24 | $681.3M | $608.7M |
净利润ALHCEXP
| Q1 26 | $11.4M | — | ||
| Q4 25 | $-11.0M | $102.9M | ||
| Q3 25 | $3.7M | $137.4M | ||
| Q2 25 | $15.7M | $123.4M | ||
| Q1 25 | $-9.1M | $66.5M | ||
| Q4 24 | $-31.1M | $119.6M | ||
| Q3 24 | $-26.4M | $143.5M | ||
| Q2 24 | $-24.0M | $133.8M |
毛利率ALHCEXP
| Q1 26 | — | — | ||
| 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% |
营业利润率ALHCEXP
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | — | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | -0.6% | — | ||
| Q4 24 | -3.2% | 32.8% | ||
| Q3 24 | -2.8% | 34.2% | ||
| Q2 24 | -2.7% | 32.0% |
净利率ALHCEXP
| Q1 26 | 0.9% | — | ||
| Q4 25 | -1.1% | 18.5% | ||
| Q3 25 | 0.4% | 21.5% | ||
| Q2 25 | 1.5% | 19.4% | ||
| Q1 25 | -1.0% | 14.1% | ||
| Q4 24 | -4.4% | 21.4% | ||
| Q3 24 | -3.8% | 23.0% | ||
| Q2 24 | -3.5% | 22.0% |
每股收益（稀释后）ALHCEXP
| Q1 26 | — | — | ||
| Q4 25 | $-0.04 | $3.22 | ||
| Q3 25 | $0.02 | $4.23 | ||
| Q2 25 | $0.07 | $3.76 | ||
| Q1 25 | $-0.05 | $2.01 | ||
| Q4 24 | $-0.15 | $3.56 | ||
| Q3 24 | $-0.14 | $4.26 | ||
| Q2 24 | $-0.13 | $3.94 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $705.6M | $419.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $206.9M | $1.5B |
| 总资产 | $1.3B | $3.8B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ALHCEXP
| Q1 26 | $705.6M | — | ||
| Q4 25 | $604.2M | $419.0M | ||
| Q3 25 | $644.1M | $35.0M | ||
| Q2 25 | $503.8M | $59.7M | ||
| Q1 25 | $479.5M | $20.4M | ||
| Q4 24 | $470.6M | $31.2M | ||
| Q3 24 | $381.0M | $93.9M | ||
| Q2 24 | $363.7M | $46.5M |
总债务ALHCEXP
| Q1 26 | — | — | ||
| Q4 25 | $323.2M | — | ||
| Q3 25 | $322.7M | — | ||
| Q2 25 | $322.3M | — | ||
| Q1 25 | $321.9M | $1.2B | ||
| Q4 24 | $321.4M | — | ||
| Q3 24 | $212.0M | — | ||
| Q2 24 | $211.7M | — |
股东权益ALHCEXP
| Q1 26 | $206.9M | — | ||
| Q4 25 | $179.3M | $1.5B | ||
| Q3 25 | $161.9M | $1.5B | ||
| Q2 25 | $141.0M | $1.5B | ||
| Q1 25 | $108.1M | $1.5B | ||
| Q4 24 | $99.9M | $1.5B | ||
| Q3 24 | $114.5M | $1.4B | ||
| Q2 24 | $123.7M | $1.4B |
总资产ALHCEXP
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.1B | $3.8B | ||
| Q3 25 | $1.1B | $3.4B | ||
| Q2 25 | $1.0B | $3.4B | ||
| Q1 25 | $895.6M | $3.3B | ||
| Q4 24 | $782.1M | $3.0B | ||
| Q3 24 | $692.3M | $3.1B | ||
| Q2 24 | $716.3M | $3.0B |
负债/权益比ALHCEXP
| Q1 26 | — | — | ||
| Q4 25 | 1.80× | — | ||
| Q3 25 | 1.99× | — | ||
| Q2 25 | 2.29× | — | ||
| Q1 25 | 2.98× | 0.86× | ||
| Q4 24 | 3.22× | — | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 1.71× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $128.7M | $170.8M |
| 自由现金流经营现金流 - 资本支出 | — | $60.8M |
| 自由现金流率自由现金流/营收 | — | 10.9% |
| 资本支出强度资本支出/营收 | — | 19.8% |
| 现金转化率经营现金流/净利润 | 11.27× | 1.66× |
| 过去12个月自由现金流最近4个季度 | — | $231.8M |
8季度趋势，按日历期对齐
经营现金流ALHCEXP
| Q1 26 | $128.7M | — | ||
| Q4 25 | $-50.4M | $170.8M | ||
| Q3 25 | $144.6M | $204.6M | ||
| Q2 25 | $29.1M | $136.6M | ||
| Q1 25 | $16.6M | $62.8M | ||
| Q4 24 | $-8.7M | $119.9M | ||
| Q3 24 | $26.2M | $233.3M | ||
| Q2 24 | $23.5M | $132.6M |
自由现金流ALHCEXP
| Q1 26 | — | — | ||
| Q4 25 | $-55.4M | $60.8M | ||
| Q3 25 | $139.1M | $96.1M | ||
| Q2 25 | $21.1M | $60.5M | ||
| Q1 25 | $8.4M | $14.5M | ||
| Q4 24 | $-18.0M | $72.5M | ||
| Q3 24 | $16.9M | $166.8M | ||
| Q2 24 | $11.8M | $99.5M |
自由现金流率ALHCEXP
| Q1 26 | — | — | ||
| Q4 25 | -5.5% | 10.9% | ||
| Q3 25 | 14.0% | 15.0% | ||
| Q2 25 | 2.1% | 9.5% | ||
| Q1 25 | 0.9% | 3.1% | ||
| Q4 24 | -2.6% | 13.0% | ||
| Q3 24 | 2.4% | 26.7% | ||
| Q2 24 | 1.7% | 16.3% |
资本支出强度ALHCEXP
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 19.8% | ||
| Q3 25 | 0.6% | 17.0% | ||
| Q2 25 | 0.8% | 12.0% | ||
| Q1 25 | 0.9% | 10.3% | ||
| Q4 24 | 1.3% | 8.5% | ||
| Q3 24 | 1.3% | 10.7% | ||
| Q2 24 | 1.7% | 5.4% |
现金转化率ALHCEXP
| Q1 26 | 11.27× | — | ||
| Q4 25 | — | 1.66× | ||
| Q3 25 | 38.77× | 1.49× | ||
| Q2 25 | 1.86× | 1.11× | ||
| Q1 25 | — | 0.94× | ||
| Q4 24 | — | 1.00× | ||
| Q3 24 | — | 1.63× | ||
| Q2 24 | — | 0.99× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ALHC
暂无分部数据
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% |
