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柯蒂斯-莱特（CW）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
柯蒂斯-莱特的季度营收约是EAGLE MATERIALS INC的1.6倍（$914.0M vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 14.0%，领先4.5%），柯蒂斯-莱特同比增速更快（13.4% vs -0.4%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $-17.0M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs 7.9%）
柯蒂斯-莱特公司是总部位于美国北卡罗来纳州戴维森的制造与服务提供商，在美国内外均设有工厂及业务网点。公司1929年由柯蒂斯、莱特及多家供应商合并成立，成立之初即为美国最大航空企业，二战期间为美军生产了超14.2万台航空发动机。
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。
CW vs EXP — 直观对比
营收规模更大
CW
是对方的1.6倍
$556.0M
营收增速更快
CW
高出13.8%
-0.4%
净利率更高
EXP
高出4.5%
14.0%
自由现金流更多
EXP
多$77.8M
$-17.0M
两年增速更快
EXP
近两年复合增速
7.9%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $914.0M | $556.0M |
| 净利润 | $128.2M | $102.9M |
| 毛利率 | 36.3% | 28.9% |
| 营业利润率 | 17.5% | — |
| 净利率 | 14.0% | 18.5% |
| 营收同比 | 13.4% | -0.4% |
| 净利润同比 | 26.5% | -13.9% |
| 每股收益（稀释后） | $3.46 | $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CWEXP
| Q1 26 | $914.0M | — | ||
| Q4 25 | $947.0M | $556.0M | ||
| Q3 25 | $869.2M | $638.9M | ||
| Q2 25 | $876.6M | $634.7M | ||
| Q1 25 | $805.6M | $470.2M | ||
| Q4 24 | $824.3M | $558.0M | ||
| Q3 24 | $798.9M | $623.6M | ||
| Q2 24 | $784.8M | $608.7M |
净利润CWEXP
| Q1 26 | $128.2M | — | ||
| Q4 25 | $137.0M | $102.9M | ||
| Q3 25 | $124.8M | $137.4M | ||
| Q2 25 | $121.1M | $123.4M | ||
| Q1 25 | $101.3M | $66.5M | ||
| Q4 24 | $117.9M | $119.6M | ||
| Q3 24 | $111.2M | $143.5M | ||
| Q2 24 | $99.5M | $133.8M |
毛利率CWEXP
| Q1 26 | 36.3% | — | ||
| Q4 25 | 37.5% | 28.9% | ||
| Q3 25 | 37.7% | 31.3% | ||
| Q2 25 | 37.2% | 29.2% | ||
| Q1 25 | 36.3% | 22.2% | ||
| Q4 24 | 38.5% | 31.9% | ||
| Q3 24 | 37.3% | 32.7% | ||
| Q2 24 | 36.2% | 30.7% |
营业利润率CWEXP
| Q1 26 | 17.5% | — | ||
| Q4 25 | 19.2% | — | ||
| Q3 25 | 19.1% | — | ||
| Q2 25 | 17.8% | — | ||
| Q1 25 | 16.0% | — | ||
| Q4 24 | 18.8% | 32.8% | ||
| Q3 24 | 18.1% | 34.2% | ||
| Q2 24 | 16.4% | 32.0% |
净利率CWEXP
| Q1 26 | 14.0% | — | ||
| Q4 25 | 14.5% | 18.5% | ||
| Q3 25 | 14.4% | 21.5% | ||
| Q2 25 | 13.8% | 19.4% | ||
| Q1 25 | 12.6% | 14.1% | ||
| Q4 24 | 14.3% | 21.4% | ||
| Q3 24 | 13.9% | 23.0% | ||
| Q2 24 | 12.7% | 22.0% |
每股收益（稀释后）CWEXP
| Q1 26 | $3.46 | — | ||
| Q4 25 | $3.69 | $3.22 | ||
| Q3 25 | $3.31 | $4.23 | ||
| Q2 25 | $3.19 | $3.76 | ||
| Q1 25 | $2.68 | $2.01 | ||
| Q4 24 | $3.09 | $3.56 | ||
| Q3 24 | $2.89 | $4.26 | ||
| Q2 24 | $2.58 | $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 | $343.4M | $419.0M |
| 总债务越低越好 | $757.6M | — |
| 股东权益账面价值 | $2.6B | $1.5B |
| 总资产 | $5.3B | $3.8B |
| 负债/权益比越低杠杆越低 | 0.29× | — |
8季度趋势，按日历期对齐
现金及短期投资CWEXP
| Q1 26 | $343.4M | — | ||
| Q4 25 | — | $419.0M | ||
| Q3 25 | — | $35.0M | ||
| Q2 25 | — | $59.7M | ||
| Q1 25 | $226.5M | $20.4M | ||
| Q4 24 | $385.0M | $31.2M | ||
| Q3 24 | — | $93.9M | ||
| Q2 24 | — | $46.5M |
总债务CWEXP
| Q1 26 | $757.6M | — | ||
| Q4 25 | $957.9M | — | ||
| Q3 25 | $968.6M | — | ||
| Q2 25 | $958.4M | — | ||
| Q1 25 | $958.6M | $1.2B | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — |
股东权益CWEXP
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.5B | $1.5B | ||
| Q3 25 | $2.5B | $1.5B | ||
| Q2 25 | $2.7B | $1.5B | ||
| Q1 25 | $2.6B | $1.5B | ||
| Q4 24 | $2.4B | $1.5B | ||
| Q3 24 | $2.5B | $1.4B | ||
| Q2 24 | $2.5B | $1.4B |
总资产CWEXP
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | $3.8B | ||
| Q3 25 | $5.1B | $3.4B | ||
| Q2 25 | $5.2B | $3.4B | ||
| Q1 25 | $5.0B | $3.3B | ||
| Q4 24 | $5.0B | $3.0B | ||
| Q3 24 | $4.9B | $3.1B | ||
| Q2 24 | $4.7B | $3.0B |
负债/权益比CWEXP
| Q1 26 | 0.29× | — | ||
| Q4 25 | 0.38× | — | ||
| Q3 25 | 0.38× | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | 0.37× | 0.86× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 0.42× | — | ||
| Q2 24 | 0.43× | — |
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 | — | $170.8M |
| 自由现金流经营现金流 - 资本支出 | $-17.0M | $60.8M |
| 自由现金流率自由现金流/营收 | -1.9% | 10.9% |
| 资本支出强度资本支出/营收 | 1.3% | 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 | $591.2M | $231.8M |
8季度趋势，按日历期对齐
经营现金流CWEXP
| Q1 26 | — | — | ||
| Q4 25 | $352.7M | $170.8M | ||
| Q3 25 | $192.8M | $204.6M | ||
| Q2 25 | $136.6M | $136.6M | ||
| Q1 25 | $-38.8M | $62.8M | ||
| Q4 24 | $301.3M | $119.9M | ||
| Q3 24 | $177.3M | $233.3M | ||
| Q2 24 | $111.3M | $132.6M |
自由现金流CWEXP
| Q1 26 | $-17.0M | — | ||
| Q4 25 | $315.1M | $60.8M | ||
| Q3 25 | $175.9M | $96.1M | ||
| Q2 25 | $117.2M | $60.5M | ||
| Q1 25 | $-54.5M | $14.5M | ||
| Q4 24 | $278.0M | $72.5M | ||
| Q3 24 | $162.7M | $166.8M | ||
| Q2 24 | $100.3M | $99.5M |
自由现金流率CWEXP
| Q1 26 | -1.9% | — | ||
| Q4 25 | 33.3% | 10.9% | ||
| Q3 25 | 20.2% | 15.0% | ||
| Q2 25 | 13.4% | 9.5% | ||
| Q1 25 | -6.8% | 3.1% | ||
| Q4 24 | 33.7% | 13.0% | ||
| Q3 24 | 20.4% | 26.7% | ||
| Q2 24 | 12.8% | 16.3% |
资本支出强度CWEXP
| Q1 26 | 1.3% | — | ||
| Q4 25 | 4.0% | 19.8% | ||
| Q3 25 | 1.9% | 17.0% | ||
| Q2 25 | 2.2% | 12.0% | ||
| Q1 25 | 2.0% | 10.3% | ||
| Q4 24 | 2.8% | 8.5% | ||
| Q3 24 | 1.8% | 10.7% | ||
| Q2 24 | 1.4% | 5.4% |
现金转化率CWEXP
| Q1 26 | — | — | ||
| Q4 25 | 2.57× | 1.66× | ||
| Q3 25 | 1.54× | 1.49× | ||
| Q2 25 | 1.13× | 1.11× | ||
| Q1 25 | -0.38× | 0.94× | ||
| Q4 24 | 2.56× | 1.00× | ||
| Q3 24 | 1.59× | 1.63× | ||
| Q2 24 | 1.12× | 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
CW
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% |
