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达尔科技（DIOD）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的季度营收约是达尔科技的1.4倍（$556.0M vs $391.6M），EAGLE MATERIALS INC净利率更高（18.5% vs 2.6%，领先15.9%），达尔科技同比增速更快（15.4% vs -0.4%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $12.4M），过去两年达尔科技的营收复合增速更高（13.9% vs 8.0%）
达尔科技是一家全球性半导体制造商，主营分立器件、模拟及混合信号半导体产品的设计、生产与销售，产品广泛应用于汽车、工业、消费电子、计算及通信基础设施等核心领域，服务全球各地客户。
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。
DIOD vs EXP — 直观对比
营收规模更大
EXP
是对方的1.4倍
$391.6M
营收增速更快
DIOD
高出15.8%
-0.4%
净利率更高
EXP
高出15.9%
2.6%
自由现金流更多
EXP
多$48.3M
$12.4M
两年增速更快
DIOD
近两年复合增速
8.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $391.6M | $556.0M |
| 净利润 | $10.2M | $102.9M |
| 毛利率 | 31.1% | 28.9% |
| 营业利润率 | 3.4% | — |
| 净利率 | 2.6% | 18.5% |
| 营收同比 | 15.4% | -0.4% |
| 净利润同比 | 23.8% | -13.9% |
| 每股收益（稀释后） | $0.23 | $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DIODEXP
| Q4 25 | $391.6M | $556.0M | ||
| Q3 25 | $392.2M | $638.9M | ||
| Q2 25 | $366.2M | $634.7M | ||
| Q1 25 | $332.1M | $470.2M | ||
| Q4 24 | $339.3M | $558.0M | ||
| Q3 24 | $350.1M | $623.6M | ||
| Q2 24 | $319.8M | $608.7M | ||
| Q1 24 | $302.0M | $476.7M |
净利润DIODEXP
| Q4 25 | $10.2M | $102.9M | ||
| Q3 25 | $14.3M | $137.4M | ||
| Q2 25 | $46.1M | $123.4M | ||
| Q1 25 | $-4.4M | $66.5M | ||
| Q4 24 | $8.2M | $119.6M | ||
| Q3 24 | $13.7M | $143.5M | ||
| Q2 24 | $8.0M | $133.8M | ||
| Q1 24 | $14.0M | $77.1M |
毛利率DIODEXP
| Q4 25 | 31.1% | 28.9% | ||
| Q3 25 | 30.7% | 31.3% | ||
| Q2 25 | 31.5% | 29.2% | ||
| Q1 25 | 31.5% | 22.2% | ||
| Q4 24 | 32.7% | 31.9% | ||
| Q3 24 | 33.7% | 32.7% | ||
| Q2 24 | 33.6% | 30.7% | ||
| Q1 24 | 33.0% | 25.1% |
营业利润率DIODEXP
| Q4 25 | 3.4% | — | ||
| Q3 25 | 3.0% | — | ||
| Q2 25 | 2.6% | — | ||
| Q1 25 | 0.4% | — | ||
| Q4 24 | 3.5% | 32.8% | ||
| Q3 24 | 6.2% | 34.2% | ||
| Q2 24 | 1.2% | 32.0% | ||
| Q1 24 | 4.3% | 26.9% |
净利率DIODEXP
| Q4 25 | 2.6% | 18.5% | ||
| Q3 25 | 3.6% | 21.5% | ||
| Q2 25 | 12.6% | 19.4% | ||
| Q1 25 | -1.3% | 14.1% | ||
| Q4 24 | 2.4% | 21.4% | ||
| Q3 24 | 3.9% | 23.0% | ||
| Q2 24 | 2.5% | 22.0% | ||
| Q1 24 | 4.6% | 16.2% |
每股收益（稀释后）DIODEXP
| Q4 25 | $0.23 | $3.22 | ||
| Q3 25 | $0.31 | $4.23 | ||
| Q2 25 | $0.99 | $3.76 | ||
| Q1 25 | $-0.10 | $2.01 | ||
| Q4 24 | $0.18 | $3.56 | ||
| Q3 24 | $0.30 | $4.26 | ||
| Q2 24 | $0.17 | $3.94 | ||
| Q1 24 | $0.30 | $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 | $377.0M | $419.0M |
| 总债务越低越好 | $25.7M | — |
| 股东权益账面价值 | $1.9B | $1.5B |
| 总资产 | $2.4B | $3.8B |
| 负债/权益比越低杠杆越低 | 0.01× | — |
8季度趋势，按日历期对齐
现金及短期投资DIODEXP
| Q4 25 | $377.0M | $419.0M | ||
| Q3 25 | $386.4M | $35.0M | ||
| Q2 25 | $327.3M | $59.7M | ||
| Q1 25 | $343.9M | $20.4M | ||
| Q4 24 | $316.1M | $31.2M | ||
| Q3 24 | $319.3M | $93.9M | ||
| Q2 24 | $273.9M | $46.5M | ||
| Q1 24 | $276.0M | $34.9M |
总债务DIODEXP
| Q4 25 | $25.7M | — | ||
| Q3 25 | $24.9M | — | ||
| Q2 25 | $26.4M | — | ||
| Q1 25 | $20.5M | $1.2B | ||
| Q4 24 | $20.7M | — | ||
| Q3 24 | $22.2M | — | ||
| Q2 24 | $20.3M | — | ||
| Q1 24 | $20.9M | $1.1B |
股东权益DIODEXP
| Q4 25 | $1.9B | $1.5B | ||
| Q3 25 | $1.9B | $1.5B | ||
| Q2 25 | $1.9B | $1.5B | ||
| Q1 25 | $1.8B | $1.5B | ||
| Q4 24 | $1.8B | $1.5B | ||
| Q3 24 | $1.8B | $1.4B | ||
| Q2 24 | $1.8B | $1.4B | ||
| Q1 24 | $1.7B | $1.3B |
总资产DIODEXP
| Q4 25 | $2.4B | $3.8B | ||
| Q3 25 | $2.5B | $3.4B | ||
| Q2 25 | $2.5B | $3.4B | ||
| Q1 25 | $2.4B | $3.3B | ||
| Q4 24 | $2.4B | $3.0B | ||
| Q3 24 | $2.4B | $3.1B | ||
| Q2 24 | $2.4B | $3.0B | ||
| Q1 24 | $2.4B | $2.9B |
负债/权益比DIODEXP
| Q4 25 | 0.01× | — | ||
| Q3 25 | 0.01× | — | ||
| Q2 25 | 0.01× | — | ||
| Q1 25 | 0.01× | 0.86× | ||
| Q4 24 | 0.01× | — | ||
| Q3 24 | 0.01× | — | ||
| Q2 24 | 0.01× | — | ||
| Q1 24 | 0.01× | 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 | $38.1M | $170.8M |
| 自由现金流经营现金流 - 资本支出 | $12.4M | $60.8M |
| 自由现金流率自由现金流/营收 | 3.2% | 10.9% |
| 资本支出强度资本支出/营收 | 6.6% | 19.8% |
| 现金转化率经营现金流/净利润 | 3.74× | 1.66× |
| 过去12个月自由现金流最近4个季度 | $137.2M | $231.8M |
8季度趋势，按日历期对齐
经营现金流DIODEXP
| Q4 25 | $38.1M | $170.8M | ||
| Q3 25 | $79.1M | $204.6M | ||
| Q2 25 | $41.5M | $136.6M | ||
| Q1 25 | $56.7M | $62.8M | ||
| Q4 24 | $81.8M | $119.9M | ||
| Q3 24 | $54.4M | $233.3M | ||
| Q2 24 | $14.4M | $132.6M | ||
| Q1 24 | $-31.1M | $63.4M |
自由现金流DIODEXP
| Q4 25 | $12.4M | $60.8M | ||
| Q3 25 | $62.8M | $96.1M | ||
| Q2 25 | $21.1M | $60.5M | ||
| Q1 25 | $40.8M | $14.5M | ||
| Q4 24 | $62.1M | $72.5M | ||
| Q3 24 | $39.4M | $166.8M | ||
| Q2 24 | $-3.5M | $99.5M | ||
| Q1 24 | $-51.5M | $30.9M |
自由现金流率DIODEXP
| Q4 25 | 3.2% | 10.9% | ||
| Q3 25 | 16.0% | 15.0% | ||
| Q2 25 | 5.8% | 9.5% | ||
| Q1 25 | 12.3% | 3.1% | ||
| Q4 24 | 18.3% | 13.0% | ||
| Q3 24 | 11.2% | 26.7% | ||
| Q2 24 | -1.1% | 16.3% | ||
| Q1 24 | -17.1% | 6.5% |
资本支出强度DIODEXP
| Q4 25 | 6.6% | 19.8% | ||
| Q3 25 | 4.2% | 17.0% | ||
| Q2 25 | 5.6% | 12.0% | ||
| Q1 25 | 4.8% | 10.3% | ||
| Q4 24 | 5.8% | 8.5% | ||
| Q3 24 | 4.3% | 10.7% | ||
| Q2 24 | 5.6% | 5.4% | ||
| Q1 24 | 6.7% | 6.8% |
现金转化率DIODEXP
| Q4 25 | 3.74× | 1.66× | ||
| Q3 25 | 5.54× | 1.49× | ||
| Q2 25 | 0.90× | 1.11× | ||
| Q1 25 | — | 0.94× | ||
| Q4 24 | 9.93× | 1.00× | ||
| Q3 24 | 3.95× | 1.63× | ||
| Q2 24 | 1.80× | 0.99× | ||
| Q1 24 | -2.22× | 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
DIOD
| Distributor | $253.1M | 65% |
| Direct Sales | $138.5M | 35% |
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% |
