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BrightView Holdings, Inc.(BV)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
BrightView Holdings, Inc.的季度营收约是EAGLE MATERIALS INC的1.1倍($614.7M vs $556.0M),EAGLE MATERIALS INC净利率更高(18.5% vs -2.5%,领先21.0%),BrightView Holdings, Inc.同比增速更快(2.6% vs -0.4%),EAGLE MATERIALS INC自由现金流更多($60.8M vs $-18.6M),过去两年EAGLE MATERIALS INC的营收复合增速更高(8.0% vs -4.4%)
BrightView Holdings是美国领先的商业景观服务提供商,业务涵盖景观设计、施工、日常养护、灌溉系统管理、除雪除冰等,服务客户覆盖企业园区、商业中心、住宅社区及公共部门等场景。
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。
BV vs EXP — 直观对比
营收规模更大
BV
是对方的1.1倍
$556.0M
营收增速更快
BV
高出3.0%
-0.4%
净利率更高
EXP
高出21.0%
-2.5%
自由现金流更多
EXP
多$79.4M
$-18.6M
两年增速更快
EXP
近两年复合增速
-4.4%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $614.7M | $556.0M |
| 净利润 | $-15.2M | $102.9M |
| 毛利率 | 18.6% | 28.9% |
| 营业利润率 | -1.2% | — |
| 净利率 | -2.5% | 18.5% |
| 营收同比 | 2.6% | -0.4% |
| 净利润同比 | -46.2% | -13.9% |
| 每股收益(稀释后) | $-0.26 | $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
BV
EXP
| Q4 25 | $614.7M | $556.0M | ||
| Q3 25 | $702.7M | $638.9M | ||
| Q2 25 | $708.3M | $634.7M | ||
| Q1 25 | $662.6M | $470.2M | ||
| Q4 24 | $599.2M | $558.0M | ||
| Q3 24 | $728.7M | $623.6M | ||
| Q2 24 | $738.8M | $608.7M | ||
| Q1 24 | $672.9M | $476.7M |
净利润
BV
EXP
| Q4 25 | $-15.2M | $102.9M | ||
| Q3 25 | $27.7M | $137.4M | ||
| Q2 25 | $32.3M | $123.4M | ||
| Q1 25 | $6.4M | $66.5M | ||
| Q4 24 | $-10.4M | $119.6M | ||
| Q3 24 | $25.6M | $143.5M | ||
| Q2 24 | $23.5M | $133.8M | ||
| Q1 24 | $33.7M | $77.1M |
毛利率
BV
EXP
| Q4 25 | 18.6% | 28.9% | ||
| Q3 25 | 25.1% | 31.3% | ||
| Q2 25 | 24.1% | 29.2% | ||
| Q1 25 | 22.3% | 22.2% | ||
| Q4 24 | 21.2% | 31.9% | ||
| Q3 24 | 25.0% | 32.7% | ||
| Q2 24 | 24.0% | 30.7% | ||
| Q1 24 | 22.6% | 25.1% |
营业利润率
BV
EXP
| Q4 25 | -1.2% | — | ||
| Q3 25 | 7.9% | — | ||
| Q2 25 | 8.1% | — | ||
| Q1 25 | 3.4% | — | ||
| Q4 24 | -0.1% | 32.8% | ||
| Q3 24 | 7.1% | 34.2% | ||
| Q2 24 | 6.6% | 32.0% | ||
| Q1 24 | 9.2% | 26.9% |
净利率
BV
EXP
| Q4 25 | -2.5% | 18.5% | ||
| Q3 25 | 3.9% | 21.5% | ||
| Q2 25 | 4.6% | 19.4% | ||
| Q1 25 | 1.0% | 14.1% | ||
| Q4 24 | -1.7% | 21.4% | ||
| Q3 24 | 3.5% | 23.0% | ||
| Q2 24 | 3.2% | 22.0% | ||
| Q1 24 | 5.0% | 16.2% |
每股收益(稀释后)
BV
EXP
| Q4 25 | $-0.26 | $3.22 | ||
| Q3 25 | $0.21 | $4.23 | ||
| Q2 25 | $0.15 | $3.76 | ||
| Q1 25 | $-0.03 | $2.01 | ||
| Q4 24 | $-0.20 | $3.56 | ||
| Q3 24 | $0.20 | $4.26 | ||
| Q2 24 | $0.10 | $3.94 | ||
| Q1 24 | $0.17 | $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 | $37.0M | $419.0M |
| 总债务越低越好 | $801.1M | — |
| 股东权益账面价值 | $1.3B | $1.5B |
| 总资产 | $3.3B | $3.8B |
| 负债/权益比越低杠杆越低 | 0.64× | — |
8季度趋势,按日历期对齐
现金及短期投资
BV
EXP
| Q4 25 | $37.0M | $419.0M | ||
| Q3 25 | $74.5M | $35.0M | ||
| Q2 25 | $79.1M | $59.7M | ||
| Q1 25 | $141.3M | $20.4M | ||
| Q4 24 | $98.3M | $31.2M | ||
| Q3 24 | $140.4M | $93.9M | ||
| Q2 24 | $115.9M | $46.5M | ||
| Q1 24 | $177.3M | $34.9M |
总债务
BV
EXP
| Q4 25 | $801.1M | — | ||
| Q3 25 | $790.2M | — | ||
| Q2 25 | $790.7M | — | ||
| Q1 25 | $798.9M | $1.2B | ||
| Q4 24 | $796.5M | — | ||
| Q3 24 | $802.5M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.1B |
股东权益
BV
EXP
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $1.3B | $1.4B | ||
| Q2 24 | $1.3B | $1.4B | ||
| Q1 24 | $1.2B | $1.3B |
总资产
BV
EXP
| Q4 25 | $3.3B | $3.8B | ||
| Q3 25 | $3.4B | $3.4B | ||
| Q2 25 | $3.4B | $3.4B | ||
| Q1 25 | $3.3B | $3.3B | ||
| Q4 24 | $3.3B | $3.0B | ||
| Q3 24 | $3.4B | $3.1B | ||
| Q2 24 | $3.4B | $3.0B | ||
| Q1 24 | $3.4B | $2.9B |
负债/权益比
BV
EXP
| Q4 25 | 0.64× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 0.63× | 0.86× | ||
| Q4 24 | 0.63× | — | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 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 | $36.1M | $170.8M |
| 自由现金流经营现金流 - 资本支出 | $-18.6M | $60.8M |
| 自由现金流率自由现金流/营收 | -3.0% | 10.9% |
| 资本支出强度资本支出/营收 | 8.9% | 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 | $17.2M | $231.8M |
8季度趋势,按日历期对齐
经营现金流
BV
EXP
| Q4 25 | $36.1M | $170.8M | ||
| Q3 25 | $84.4M | $204.6M | ||
| Q2 25 | $55.7M | $136.6M | ||
| Q1 25 | $91.2M | $62.8M | ||
| Q4 24 | $60.5M | $119.9M | ||
| Q3 24 | $53.5M | $233.3M | ||
| Q2 24 | $42.6M | $132.6M | ||
| Q1 24 | $83.3M | $63.4M |
自由现金流
BV
EXP
| Q4 25 | $-18.6M | $60.8M | ||
| Q3 25 | $26.0M | $96.1M | ||
| Q2 25 | $-47.8M | $60.5M | ||
| Q1 25 | $57.6M | $14.5M | ||
| Q4 24 | $1.8M | $72.5M | ||
| Q3 24 | $21.1M | $166.8M | ||
| Q2 24 | $19.3M | $99.5M | ||
| Q1 24 | $70.7M | $30.9M |
自由现金流率
BV
EXP
| Q4 25 | -3.0% | 10.9% | ||
| Q3 25 | 3.7% | 15.0% | ||
| Q2 25 | -6.7% | 9.5% | ||
| Q1 25 | 8.7% | 3.1% | ||
| Q4 24 | 0.3% | 13.0% | ||
| Q3 24 | 2.9% | 26.7% | ||
| Q2 24 | 2.6% | 16.3% | ||
| Q1 24 | 10.5% | 6.5% |
资本支出强度
BV
EXP
| Q4 25 | 8.9% | 19.8% | ||
| Q3 25 | 8.3% | 17.0% | ||
| Q2 25 | 14.6% | 12.0% | ||
| Q1 25 | 5.1% | 10.3% | ||
| Q4 24 | 9.8% | 8.5% | ||
| Q3 24 | 4.4% | 10.7% | ||
| Q2 24 | 3.2% | 5.4% | ||
| Q1 24 | 1.9% | 6.8% |
现金转化率
BV
EXP
| Q4 25 | — | 1.66× | ||
| Q3 25 | 3.05× | 1.49× | ||
| Q2 25 | 1.72× | 1.11× | ||
| Q1 25 | 14.25× | 0.94× | ||
| Q4 24 | — | 1.00× | ||
| Q3 24 | 2.09× | 1.63× | ||
| Q2 24 | 1.81× | 0.99× | ||
| Q1 24 | 2.47× | 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
BV
| Landscape Maintenance | $368.0M | 60% |
| Development Services Segment | $179.2M | 29% |
| Snow Removal | $68.4M | 11% |
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% |