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AeroVironment Inc（AVAV）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
EAGLE MATERIALS INC的季度营收约是AeroVironment Inc的1.2倍（$556.0M vs $472.5M），EAGLE MATERIALS INC净利率更高（18.5% vs -3.6%，领先22.1%），AeroVironment Inc同比增速更快（181.9% vs -0.4%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $-55.9M），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs 8.0%）
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业，总部位于弗吉尼亚州阿灵顿，专注于自主系统、反无人机系统及航天系统的研发制造，为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
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。
AVAV vs EXP — 直观对比
营收规模更大
EXP
是对方的1.2倍
$472.5M
营收增速更快
AVAV
高出182.2%
-0.4%
净利率更高
EXP
高出22.1%
-3.6%
自由现金流更多
EXP
多$116.6M
$-55.9M
两年增速更快
AVAV
近两年复合增速
8.0%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $556.0M |
| 净利润 | $-17.1M | $102.9M |
| 毛利率 | 22.0% | 28.9% |
| 营业利润率 | -6.4% | — |
| 净利率 | -3.6% | 18.5% |
| 营收同比 | 181.9% | -0.4% |
| 净利润同比 | -875.1% | -13.9% |
| 每股收益（稀释后） | $-0.34 | $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AVAVEXP
| Q4 25 | $472.5M | $556.0M | ||
| Q3 25 | $454.7M | $638.9M | ||
| Q2 25 | $275.1M | $634.7M | ||
| Q1 25 | $167.6M | $470.2M | ||
| Q4 24 | $188.5M | $558.0M | ||
| Q3 24 | $189.5M | $623.6M | ||
| Q2 24 | $197.0M | $608.7M | ||
| Q1 24 | $186.6M | $476.7M |
净利润AVAVEXP
| Q4 25 | $-17.1M | $102.9M | ||
| Q3 25 | $-67.4M | $137.4M | ||
| Q2 25 | $16.7M | $123.4M | ||
| Q1 25 | $-1.8M | $66.5M | ||
| Q4 24 | $7.5M | $119.6M | ||
| Q3 24 | $21.2M | $143.5M | ||
| Q2 24 | $6.0M | $133.8M | ||
| Q1 24 | $13.9M | $77.1M |
毛利率AVAVEXP
| Q4 25 | 22.0% | 28.9% | ||
| Q3 25 | 20.9% | 31.3% | ||
| Q2 25 | 36.5% | 29.2% | ||
| Q1 25 | 37.7% | 22.2% | ||
| Q4 24 | 39.1% | 31.9% | ||
| Q3 24 | 43.0% | 32.7% | ||
| Q2 24 | 38.4% | 30.7% | ||
| Q1 24 | 36.1% | 25.1% |
营业利润率AVAVEXP
| Q4 25 | -6.4% | — | ||
| Q3 25 | -15.2% | — | ||
| Q2 25 | 5.0% | — | ||
| Q1 25 | -1.8% | — | ||
| Q4 24 | 3.7% | 32.8% | ||
| Q3 24 | 12.2% | 34.2% | ||
| Q2 24 | 3.0% | 32.0% | ||
| Q1 24 | 7.7% | 26.9% |
净利率AVAVEXP
| Q4 25 | -3.6% | 18.5% | ||
| Q3 25 | -14.8% | 21.5% | ||
| Q2 25 | 6.1% | 19.4% | ||
| Q1 25 | -1.0% | 14.1% | ||
| Q4 24 | 4.0% | 21.4% | ||
| Q3 24 | 11.2% | 23.0% | ||
| Q2 24 | 3.1% | 22.0% | ||
| Q1 24 | 7.4% | 16.2% |
每股收益（稀释后）AVAVEXP
| Q4 25 | $-0.34 | $3.22 | ||
| Q3 25 | $-1.44 | $4.23 | ||
| Q2 25 | $0.59 | $3.76 | ||
| Q1 25 | $-0.06 | $2.01 | ||
| Q4 24 | $0.27 | $3.56 | ||
| Q3 24 | $0.75 | $4.26 | ||
| Q2 24 | $0.18 | $3.94 | ||
| Q1 24 | $0.50 | $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 | $588.5M | $419.0M |
| 总债务越低越好 | $747.5M | — |
| 股东权益账面价值 | $4.4B | $1.5B |
| 总资产 | $5.6B | $3.8B |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资AVAVEXP
| Q4 25 | $588.5M | $419.0M | ||
| Q3 25 | $685.8M | $35.0M | ||
| Q2 25 | $40.9M | $59.7M | ||
| Q1 25 | $47.0M | $20.4M | ||
| Q4 24 | $69.0M | $31.2M | ||
| Q3 24 | $81.2M | $93.9M | ||
| Q2 24 | $73.3M | $46.5M | ||
| Q1 24 | $107.7M | $34.9M |
总债务AVAVEXP
| Q4 25 | $747.5M | — | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $30.0M | — | ||
| Q1 25 | $25.0M | $1.2B | ||
| Q4 24 | $15.0M | — | ||
| Q3 24 | $17.5M | — | ||
| Q2 24 | $28.0M | — | ||
| Q1 24 | $40.0M | $1.1B |
股东权益AVAVEXP
| Q4 25 | $4.4B | $1.5B | ||
| Q3 25 | $4.4B | $1.5B | ||
| Q2 25 | $886.5M | $1.5B | ||
| Q1 25 | $861.1M | $1.5B | ||
| Q4 24 | $858.4M | $1.5B | ||
| Q3 24 | $845.5M | $1.4B | ||
| Q2 24 | $822.7M | $1.4B | ||
| Q1 24 | $813.0M | $1.3B |
总资产AVAVEXP
| Q4 25 | $5.6B | $3.8B | ||
| Q3 25 | $5.6B | $3.4B | ||
| Q2 25 | $1.1B | $3.4B | ||
| Q1 25 | $1.0B | $3.3B | ||
| Q4 24 | $1.0B | $3.0B | ||
| Q3 24 | $999.2M | $3.1B | ||
| Q2 24 | $1.0B | $3.0B | ||
| Q1 24 | $980.3M | $2.9B |
负债/权益比AVAVEXP
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.03× | — | ||
| Q1 25 | 0.03× | 0.86× | ||
| Q4 24 | 0.02× | — | ||
| Q3 24 | 0.02× | — | ||
| Q2 24 | 0.03× | — | ||
| Q1 24 | 0.05× | 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 | $-45.1M | $170.8M |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | $60.8M |
| 自由现金流率自由现金流/营收 | -11.8% | 10.9% |
| 资本支出强度资本支出/营收 | 2.3% | 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 | $-240.7M | $231.8M |
8季度趋势，按日历期对齐
经营现金流AVAVEXP
| Q4 25 | $-45.1M | $170.8M | ||
| Q3 25 | $-123.7M | $204.6M | ||
| Q2 25 | $-264.0K | $136.6M | ||
| Q1 25 | $-25.8M | $62.8M | ||
| Q4 24 | $-3.6M | $119.9M | ||
| Q3 24 | $28.4M | $233.3M | ||
| Q2 24 | $-11.7M | $132.6M | ||
| Q1 24 | $52.6M | $63.4M |
自由现金流AVAVEXP
| Q4 25 | $-55.9M | $60.8M | ||
| Q3 25 | $-146.5M | $96.1M | ||
| Q2 25 | $-8.8M | $60.5M | ||
| Q1 25 | $-29.6M | $14.5M | ||
| Q4 24 | $-8.7M | $72.5M | ||
| Q3 24 | $22.9M | $166.8M | ||
| Q2 24 | $-20.8M | $99.5M | ||
| Q1 24 | $48.8M | $30.9M |
自由现金流率AVAVEXP
| Q4 25 | -11.8% | 10.9% | ||
| Q3 25 | -32.2% | 15.0% | ||
| Q2 25 | -3.2% | 9.5% | ||
| Q1 25 | -17.7% | 3.1% | ||
| Q4 24 | -4.6% | 13.0% | ||
| Q3 24 | 12.1% | 26.7% | ||
| Q2 24 | -10.5% | 16.3% | ||
| Q1 24 | 26.1% | 6.5% |
资本支出强度AVAVEXP
| Q4 25 | 2.3% | 19.8% | ||
| Q3 25 | 5.0% | 17.0% | ||
| Q2 25 | 3.1% | 12.0% | ||
| Q1 25 | 2.3% | 10.3% | ||
| Q4 24 | 2.7% | 8.5% | ||
| Q3 24 | 2.9% | 10.7% | ||
| Q2 24 | 4.6% | 5.4% | ||
| Q1 24 | 2.0% | 6.8% |
现金转化率AVAVEXP
| Q4 25 | — | 1.66× | ||
| Q3 25 | — | 1.49× | ||
| Q2 25 | -0.02× | 1.11× | ||
| Q1 25 | — | 0.94× | ||
| Q4 24 | -0.48× | 1.00× | ||
| Q3 24 | 1.34× | 1.63× | ||
| Q2 24 | -1.93× | 0.99× | ||
| Q1 24 | 3.79× | 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
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
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% |
