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AMC Networks Inc.（AMCX）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
AMC Networks Inc.的季度营收约是EAGLE MATERIALS INC的1.1倍（$594.8M vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs -9.3%，领先27.8%），EAGLE MATERIALS INC同比增速更快（-0.4% vs -0.8%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $40.4M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs -0.1%）
AMC网络公司是总部位于纽约市的美国独立大众传媒娱乐集团，旗下拥有AMC、BBC美国台、IFC、圣丹斯电视、We TV等多个有线频道，还经营纽约IFC中心艺术影院、独立电影公司、动漫版权发行商，以及AMC+、Acorn TV等多个付费订阅流媒体服务。
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。
AMCX vs EXP — 直观对比
营收规模更大
AMCX
是对方的1.1倍
$556.0M
营收增速更快
EXP
高出0.4%
-0.8%
净利率更高
EXP
高出27.8%
-9.3%
自由现金流更多
EXP
多$20.3M
$40.4M
两年增速更快
EXP
近两年复合增速
-0.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $594.8M | $556.0M |
| 净利润 | $-55.5M | $102.9M |
| 毛利率 | 49.7% | 28.9% |
| 营业利润率 | -8.6% | — |
| 净利率 | -9.3% | 18.5% |
| 营收同比 | -0.8% | -0.4% |
| 净利润同比 | 80.5% | -13.9% |
| 每股收益（稀释后） | $-0.97 | $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AMCXEXP
| Q4 25 | $594.8M | $556.0M | ||
| Q3 25 | $561.7M | $638.9M | ||
| Q2 25 | $600.0M | $634.7M | ||
| Q1 25 | $555.2M | $470.2M | ||
| Q4 24 | $599.3M | $558.0M | ||
| Q3 24 | $599.6M | $623.6M | ||
| Q2 24 | $625.9M | $608.7M | ||
| Q1 24 | $596.5M | $476.7M |
净利润AMCXEXP
| Q4 25 | $-55.5M | $102.9M | ||
| Q3 25 | $76.5M | $137.4M | ||
| Q2 25 | $50.3M | $123.4M | ||
| Q1 25 | $18.0M | $66.5M | ||
| Q4 24 | $-284.5M | $119.6M | ||
| Q3 24 | $41.4M | $143.5M | ||
| Q2 24 | $-29.2M | $133.8M | ||
| Q1 24 | $45.8M | $77.1M |
毛利率AMCXEXP
| Q4 25 | 49.7% | 28.9% | ||
| Q3 25 | 48.2% | 31.3% | ||
| Q2 25 | 52.7% | 29.2% | ||
| Q1 25 | 51.8% | 22.2% | ||
| Q4 24 | 51.2% | 31.9% | ||
| Q3 24 | 52.0% | 32.7% | ||
| Q2 24 | 55.2% | 30.7% | ||
| Q1 24 | 54.5% | 25.1% |
营业利润率AMCXEXP
| Q4 25 | -8.6% | — | ||
| Q3 25 | 9.9% | — | ||
| Q2 25 | 10.7% | — | ||
| Q1 25 | 11.6% | — | ||
| Q4 24 | -42.4% | 32.8% | ||
| Q3 24 | 15.6% | 34.2% | ||
| Q2 24 | 1.7% | 32.0% | ||
| Q1 24 | 18.5% | 26.9% |
净利率AMCXEXP
| Q4 25 | -9.3% | 18.5% | ||
| Q3 25 | 13.6% | 21.5% | ||
| Q2 25 | 8.4% | 19.4% | ||
| Q1 25 | 3.3% | 14.1% | ||
| Q4 24 | -47.5% | 21.4% | ||
| Q3 24 | 6.9% | 23.0% | ||
| Q2 24 | -4.7% | 22.0% | ||
| Q1 24 | 7.7% | 16.2% |
每股收益（稀释后）AMCXEXP
| Q4 25 | $-0.97 | $3.22 | ||
| Q3 25 | $1.38 | $4.23 | ||
| Q2 25 | $0.91 | $3.76 | ||
| Q1 25 | $0.34 | $2.01 | ||
| Q4 24 | $-6.23 | $3.56 | ||
| Q3 24 | $0.76 | $4.26 | ||
| Q2 24 | $-0.66 | $3.94 | ||
| Q1 24 | $1.03 | $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 | $502.4M | $419.0M |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $981.9M | $1.5B |
| 总资产 | $3.9B | $3.8B |
| 负债/权益比越低杠杆越低 | 1.78× | — |
8季度趋势，按日历期对齐
现金及短期投资AMCXEXP
| Q4 25 | $502.4M | $419.0M | ||
| Q3 25 | $716.8M | $35.0M | ||
| Q2 25 | $866.4M | $59.7M | ||
| Q1 25 | $870.2M | $20.4M | ||
| Q4 24 | $784.6M | $31.2M | ||
| Q3 24 | $816.4M | $93.9M | ||
| Q2 24 | $802.6M | $46.5M | ||
| Q1 24 | $690.5M | $34.9M |
总债务AMCXEXP
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $2.3B | $1.2B | ||
| Q4 24 | $2.3B | — | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.3B | $1.1B |
股东权益AMCXEXP
| Q4 25 | $981.9M | $1.5B | ||
| Q3 25 | $1.1B | $1.5B | ||
| Q2 25 | $971.7M | $1.5B | ||
| Q1 25 | $888.8M | $1.5B | ||
| Q4 24 | $855.6M | $1.5B | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.1B | $1.4B | ||
| Q1 24 | $1.1B | $1.3B |
总资产AMCXEXP
| Q4 25 | $3.9B | $3.8B | ||
| Q3 25 | $4.2B | $3.4B | ||
| Q2 25 | $4.4B | $3.4B | ||
| Q1 25 | $4.3B | $3.3B | ||
| Q4 24 | $4.4B | $3.0B | ||
| Q3 24 | $4.8B | $3.1B | ||
| Q2 24 | $4.9B | $3.0B | ||
| Q1 24 | $4.9B | $2.9B |
负债/权益比AMCXEXP
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.82× | — | ||
| Q2 25 | 2.27× | — | ||
| Q1 25 | 2.62× | 0.86× | ||
| Q4 24 | 2.73× | — | ||
| Q3 24 | 2.10× | — | ||
| Q2 24 | 2.26× | — | ||
| Q1 24 | 2.17× | 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 | $49.2M | $170.8M |
| 自由现金流经营现金流 - 资本支出 | $40.4M | $60.8M |
| 自由现金流率自由现金流/营收 | 6.8% | 10.9% |
| 资本支出强度资本支出/营收 | 1.5% | 19.8% |
| 现金转化率经营现金流/净利润 | — | 1.66× |
| 过去12个月自由现金流最近4个季度 | $272.4M | $231.8M |
8季度趋势，按日历期对齐
经营现金流AMCXEXP
| Q4 25 | $49.2M | $170.8M | ||
| Q3 25 | $44.8M | $204.6M | ||
| Q2 25 | $102.8M | $136.6M | ||
| Q1 25 | $108.8M | $62.8M | ||
| Q4 24 | $58.1M | $119.9M | ||
| Q3 24 | $62.2M | $233.3M | ||
| Q2 24 | $104.4M | $132.6M | ||
| Q1 24 | $150.9M | $63.4M |
自由现金流AMCXEXP
| Q4 25 | $40.4M | $60.8M | ||
| Q3 25 | $42.0M | $96.1M | ||
| Q2 25 | $95.7M | $60.5M | ||
| Q1 25 | $94.2M | $14.5M | ||
| Q4 24 | $37.6M | $72.5M | ||
| Q3 24 | $53.9M | $166.8M | ||
| Q2 24 | $95.2M | $99.5M | ||
| Q1 24 | $144.1M | $30.9M |
自由现金流率AMCXEXP
| Q4 25 | 6.8% | 10.9% | ||
| Q3 25 | 7.5% | 15.0% | ||
| Q2 25 | 16.0% | 9.5% | ||
| Q1 25 | 17.0% | 3.1% | ||
| Q4 24 | 6.3% | 13.0% | ||
| Q3 24 | 9.0% | 26.7% | ||
| Q2 24 | 15.2% | 16.3% | ||
| Q1 24 | 24.2% | 6.5% |
资本支出强度AMCXEXP
| Q4 25 | 1.5% | 19.8% | ||
| Q3 25 | 0.5% | 17.0% | ||
| Q2 25 | 1.2% | 12.0% | ||
| Q1 25 | 2.6% | 10.3% | ||
| Q4 24 | 3.4% | 8.5% | ||
| Q3 24 | 1.4% | 10.7% | ||
| Q2 24 | 1.5% | 5.4% | ||
| Q1 24 | 1.1% | 6.8% |
现金转化率AMCXEXP
| Q4 25 | — | 1.66× | ||
| Q3 25 | 0.59× | 1.49× | ||
| Q2 25 | 2.04× | 1.11× | ||
| Q1 25 | 6.03× | 0.94× | ||
| Q4 24 | — | 1.00× | ||
| Q3 24 | 1.50× | 1.63× | ||
| Q2 24 | — | 0.99× | ||
| Q1 24 | 3.29× | 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
AMCX
| Subscription And Circulation | $314.8M | 53% |
| Advertising | $124.9M | 21% |
| Other | $79.1M | 13% |
| License | $74.8M | 13% |
| Related Party | $1.2M | 0% |
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% |
