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安姆科（AMCR）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
安姆科的季度营收约是EAGLE MATERIALS INC的9.8倍（$5.4B vs $556.0M）。EAGLE MATERIALS INC净利率更高（18.5% vs 3.2%，领先15.3%）。安姆科同比增速更快（68.1% vs -0.4%）。安姆科自由现金流更多（$282.0M vs $60.8M）。过去两年安姆科的营收复合增速更高（26.4% vs 8.0%）
安姆科是全球知名的包装产品开发商、生产商与销售商，业务覆盖欧洲、北美、拉美、非洲及亚太地区，下设软包装与硬包装两大业务板块。软包装产品广泛应用于食品饮料、医药、生鲜、休闲食品、个人护理等领域，硬包装板块则为各类食品饮料提供刚性容器产品。
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。
AMCR vs EXP — 直观对比
营收规模更大
AMCR
是对方的9.8倍
$556.0M
营收增速更快
AMCR
高出68.5%
-0.4%
净利率更高
EXP
高出15.3%
3.2%
自由现金流更多
AMCR
多$221.2M
$60.8M
两年增速更快
AMCR
近两年复合增速
8.0%
损益表 — Q2 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $556.0M |
| 净利润 | $177.0M | $102.9M |
| 毛利率 | 19.1% | 28.9% |
| 营业利润率 | 6.1% | — |
| 净利率 | 3.2% | 18.5% |
| 营收同比 | 68.1% | -0.4% |
| 净利润同比 | 8.6% | -13.9% |
| 每股收益（稀释后） | $0.38 | $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AMCREXP
| Q4 25 | $5.4B | $556.0M | ||
| Q3 25 | $5.7B | $638.9M | ||
| Q2 25 | $5.1B | $634.7M | ||
| Q1 25 | $3.3B | $470.2M | ||
| Q4 24 | $3.2B | $558.0M | ||
| Q3 24 | $3.4B | $623.6M | ||
| Q2 24 | $3.5B | $608.7M | ||
| Q1 24 | $3.4B | $476.7M |
净利润AMCREXP
| Q4 25 | $177.0M | $102.9M | ||
| Q3 25 | $262.0M | $137.4M | ||
| Q2 25 | $-39.0M | $123.4M | ||
| Q1 25 | $196.0M | $66.5M | ||
| Q4 24 | $163.0M | $119.6M | ||
| Q3 24 | $191.0M | $143.5M | ||
| Q2 24 | $257.0M | $133.8M | ||
| Q1 24 | $187.0M | $77.1M |
毛利率AMCREXP
| Q4 25 | 19.1% | 28.9% | ||
| Q3 25 | 19.6% | 31.3% | ||
| Q2 25 | 17.6% | 29.2% | ||
| Q1 25 | 19.6% | 22.2% | ||
| Q4 24 | 19.3% | 31.9% | ||
| Q3 24 | 19.7% | 32.7% | ||
| Q2 24 | 21.3% | 30.7% | ||
| Q1 24 | 20.3% | 25.1% |
营业利润率AMCREXP
| Q4 25 | 6.1% | — | ||
| Q3 25 | 8.0% | — | ||
| Q2 25 | 1.7% | — | ||
| Q1 25 | 9.4% | — | ||
| Q4 24 | 9.2% | 32.8% | ||
| Q3 24 | 9.3% | 34.2% | ||
| Q2 24 | 11.2% | 32.0% | ||
| Q1 24 | 9.0% | 26.9% |
净利率AMCREXP
| Q4 25 | 3.2% | 18.5% | ||
| Q3 25 | 4.6% | 21.5% | ||
| Q2 25 | -0.8% | 19.4% | ||
| Q1 25 | 5.9% | 14.1% | ||
| Q4 24 | 5.0% | 21.4% | ||
| Q3 24 | 5.7% | 23.0% | ||
| Q2 24 | 7.3% | 22.0% | ||
| Q1 24 | 5.5% | 16.2% |
每股收益（稀释后）AMCREXP
| Q4 25 | $0.38 | $3.22 | ||
| Q3 25 | $0.11 | $4.23 | ||
| Q2 25 | $-0.06 | $3.76 | ||
| Q1 25 | $0.14 | $2.01 | ||
| Q4 24 | $0.11 | $3.56 | ||
| Q3 24 | $0.13 | $4.26 | ||
| Q2 24 | $0.18 | $3.94 | ||
| Q1 24 | $0.13 | $2.23 |
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 | $1.1B | $419.0M |
| 总债务越低越好 | $14.6B | — |
| 股东权益账面价值 | $11.6B | $1.5B |
| 总资产 | $37.0B | $3.8B |
| 负债/权益比越低杠杆越低 | 1.26× | — |
8季度趋势，按日历期对齐
现金及短期投资AMCREXP
| Q4 25 | $1.1B | $419.0M | ||
| Q3 25 | $825.0M | $35.0M | ||
| Q2 25 | $827.0M | $59.7M | ||
| Q1 25 | $2.0B | $20.4M | ||
| Q4 24 | $445.0M | $31.2M | ||
| Q3 24 | $432.0M | $93.9M | ||
| Q2 24 | $588.0M | $46.5M | ||
| Q1 24 | $457.0M | $34.9M |
总债务AMCREXP
| Q4 25 | $14.6B | — | ||
| Q3 25 | $12.8B | — | ||
| Q2 25 | $13.8B | — | ||
| Q1 25 | $8.6B | $1.2B | ||
| Q4 24 | $6.8B | — | ||
| Q3 24 | $7.2B | — | ||
| Q2 24 | $6.6B | — | ||
| Q1 24 | $7.1B | $1.1B |
股东权益AMCREXP
| Q4 25 | $11.6B | $1.5B | ||
| Q3 25 | $11.7B | $1.5B | ||
| Q2 25 | $11.7B | $1.5B | ||
| Q1 25 | $3.9B | $1.5B | ||
| Q4 24 | $3.8B | $1.5B | ||
| Q3 24 | $3.9B | $1.4B | ||
| Q2 24 | $3.9B | $1.4B | ||
| Q1 24 | $3.9B | $1.3B |
总资产AMCREXP
| Q4 25 | $37.0B | $3.8B | ||
| Q3 25 | $37.1B | $3.4B | ||
| Q2 25 | $37.1B | $3.4B | ||
| Q1 25 | $18.0B | $3.3B | ||
| Q4 24 | $16.2B | $3.0B | ||
| Q3 24 | $16.9B | $3.1B | ||
| Q2 24 | $16.5B | $3.0B | ||
| Q1 24 | $16.7B | $2.9B |
负债/权益比AMCREXP
| Q4 25 | 1.26× | — | ||
| Q3 25 | 1.09× | — | ||
| Q2 25 | 1.18× | — | ||
| Q1 25 | 2.24× | 0.86× | ||
| Q4 24 | 1.81× | — | ||
| Q3 24 | 1.83× | — | ||
| Q2 24 | 1.70× | — | ||
| Q1 24 | 1.79× | 0.84× |
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 | $503.0M | $170.8M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $60.8M |
| 自由现金流率自由现金流/营收 | 5.2% | 10.9% |
| 资本支出强度资本支出/营收 | 4.1% | 19.8% |
| 现金转化率经营现金流/净利润 | 2.84× | 1.66× |
| 过去12个月自由现金流最近4个季度 | $805.0M | $231.8M |
8季度趋势，按日历期对齐
经营现金流AMCREXP
| Q4 25 | $503.0M | $170.8M | ||
| Q3 25 | $-133.0M | $204.6M | ||
| Q2 25 | $1.1B | $136.6M | ||
| Q1 25 | $117.0M | $62.8M | ||
| Q4 24 | $428.0M | $119.9M | ||
| Q3 24 | $-269.0M | $233.3M | ||
| Q2 24 | $943.0M | $132.6M | ||
| Q1 24 | $150.0M | $63.4M |
自由现金流AMCREXP
| Q4 25 | $282.0M | $60.8M | ||
| Q3 25 | $-371.0M | $96.1M | ||
| Q2 25 | $894.0M | $60.5M | ||
| Q1 25 | $0 | $14.5M | ||
| Q4 24 | $330.0M | $72.5M | ||
| Q3 24 | $-414.0M | $166.8M | ||
| Q2 24 | $809.0M | $99.5M | ||
| Q1 24 | $37.0M | $30.9M |
自由现金流率AMCREXP
| Q4 25 | 5.2% | 10.9% | ||
| Q3 25 | -6.5% | 15.0% | ||
| Q2 25 | 17.6% | 9.5% | ||
| Q1 25 | 0.0% | 3.1% | ||
| Q4 24 | 10.2% | 13.0% | ||
| Q3 24 | -12.3% | 26.7% | ||
| Q2 24 | 22.9% | 16.3% | ||
| Q1 24 | 1.1% | 6.5% |
资本支出强度AMCREXP
| Q4 25 | 4.1% | 19.8% | ||
| Q3 25 | 4.1% | 17.0% | ||
| Q2 25 | 4.3% | 12.0% | ||
| Q1 25 | 3.5% | 10.3% | ||
| Q4 24 | 3.0% | 8.5% | ||
| Q3 24 | 4.3% | 10.7% | ||
| Q2 24 | 3.8% | 5.4% | ||
| Q1 24 | 3.3% | 6.8% |
现金转化率AMCREXP
| Q4 25 | 2.84× | 1.66× | ||
| Q3 25 | -0.51× | 1.49× | ||
| Q2 25 | — | 1.11× | ||
| Q1 25 | 0.60× | 0.94× | ||
| Q4 24 | 2.63× | 1.00× | ||
| Q3 24 | -1.41× | 1.63× | ||
| Q2 24 | 3.67× | 0.99× | ||
| Q1 24 | 0.80× | 0.82× |
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
AMCR
| Flexibles Segment | $3.2B | 59% |
| Rigid Packaging Segment | $2.3B | 42% |
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% |
