vs
伊萨（ESAB）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
伊萨的季度营收约是EAGLE MATERIALS INC的1.3倍（$745.6M vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 6.6%，领先11.9%），伊萨同比增速更快（9.9% vs -0.4%），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs 4.0%）
ESAB（全称Elektriska Svetsnings-Aktiebolaget）是一家美国与瑞典合资的跨国工业企业，主营焊接、切割设备及配套耗材的研发、生产与销售，为全球制造业、基建等多领域客户提供专业可靠的工业解决方案，在全球工业市场拥有较高知名度。
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。
ESAB vs EXP — 直观对比
营收规模更大
ESAB
是对方的1.3倍
$556.0M
营收增速更快
ESAB
高出10.3%
-0.4%
净利率更高
EXP
高出11.9%
6.6%
两年增速更快
EXP
近两年复合增速
4.0%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $745.6M | $556.0M |
| 净利润 | $49.2M | $102.9M |
| 毛利率 | 36.9% | 28.9% |
| 营业利润率 | 12.1% | — |
| 净利率 | 6.6% | 18.5% |
| 营收同比 | 9.9% | -0.4% |
| 净利润同比 | -29.3% | -13.9% |
| 每股收益（稀释后） | $0.78 | $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ESABEXP
| Q1 26 | $745.6M | — | ||
| Q4 25 | $727.8M | $556.0M | ||
| Q3 25 | $715.6M | $638.9M | ||
| Q2 25 | $678.1M | $634.7M | ||
| Q1 25 | — | $470.2M | ||
| Q4 24 | $670.8M | $558.0M | ||
| Q3 24 | $673.3M | $623.6M | ||
| Q2 24 | $707.1M | $608.7M |
净利润ESABEXP
| Q1 26 | $49.2M | — | ||
| Q4 25 | $54.8M | $102.9M | ||
| Q3 25 | $66.9M | $137.4M | ||
| Q2 25 | $67.4M | $123.4M | ||
| Q1 25 | — | $66.5M | ||
| Q4 24 | $53.7M | $119.6M | ||
| Q3 24 | $68.2M | $143.5M | ||
| Q2 24 | $82.9M | $133.8M |
毛利率ESABEXP
| Q1 26 | 36.9% | — | ||
| Q4 25 | 37.0% | 28.9% | ||
| Q3 25 | 37.2% | 31.3% | ||
| Q2 25 | 37.6% | 29.2% | ||
| Q1 25 | — | 22.2% | ||
| Q4 24 | 38.5% | 31.9% | ||
| Q3 24 | 37.7% | 32.7% | ||
| Q2 24 | 38.2% | 30.7% |
营业利润率ESABEXP
| Q1 26 | 12.1% | — | ||
| Q4 25 | 14.6% | — | ||
| Q3 25 | 15.2% | — | ||
| Q2 25 | 16.2% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 16.6% | 32.8% | ||
| Q3 24 | 15.7% | 34.2% | ||
| Q2 24 | 16.9% | 32.0% |
净利率ESABEXP
| Q1 26 | 6.6% | — | ||
| Q4 25 | 7.5% | 18.5% | ||
| Q3 25 | 9.3% | 21.5% | ||
| Q2 25 | 9.9% | 19.4% | ||
| Q1 25 | — | 14.1% | ||
| Q4 24 | 8.0% | 21.4% | ||
| Q3 24 | 10.1% | 23.0% | ||
| Q2 24 | 11.7% | 22.0% |
每股收益（稀释后）ESABEXP
| Q1 26 | $0.78 | — | ||
| Q4 25 | $0.90 | $3.22 | ||
| Q3 25 | $1.09 | $4.23 | ||
| Q2 25 | $1.10 | $3.76 | ||
| Q1 25 | — | $2.01 | ||
| Q4 24 | $0.87 | $3.56 | ||
| Q3 24 | $1.11 | $4.26 | ||
| Q2 24 | $1.35 | $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 | $1.0B | $419.0M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.2B | $1.5B |
| 总资产 | $5.6B | $3.8B |
| 负债/权益比越低杠杆越低 | 0.91× | — |
8季度趋势，按日历期对齐
现金及短期投资ESABEXP
| Q1 26 | $1.0B | — | ||
| Q4 25 | $218.2M | $419.0M | ||
| Q3 25 | $258.2M | $35.0M | ||
| Q2 25 | $291.3M | $59.7M | ||
| Q1 25 | — | $20.4M | ||
| Q4 24 | $249.4M | $31.2M | ||
| Q3 24 | $253.7M | $93.9M | ||
| Q2 24 | $228.5M | $46.5M |
总债务ESABEXP
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — |
股东权益ESABEXP
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $1.5B | ||
| Q3 25 | $2.1B | $1.5B | ||
| Q2 25 | $1.9B | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | $1.8B | $1.5B | ||
| Q3 24 | $1.8B | $1.4B | ||
| Q2 24 | $1.7B | $1.4B |
总资产ESABEXP
| Q1 26 | $5.6B | — | ||
| Q4 25 | $4.9B | $3.8B | ||
| Q3 25 | $4.4B | $3.4B | ||
| Q2 25 | $4.2B | $3.4B | ||
| Q1 25 | — | $3.3B | ||
| Q4 24 | $4.0B | $3.0B | ||
| Q3 24 | $4.1B | $3.1B | ||
| Q2 24 | $4.0B | $3.0B |
负债/权益比ESABEXP
| Q1 26 | 0.91× | — | ||
| Q4 25 | 0.63× | — | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.55× | — | ||
| Q1 25 | — | 0.86× | ||
| Q4 24 | 0.60× | — | ||
| Q3 24 | 0.59× | — | ||
| Q2 24 | 0.63× | — |
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 | $46.9M | $170.8M |
| 自由现金流经营现金流 - 资本支出 | — | $60.8M |
| 自由现金流率自由现金流/营收 | — | 10.9% |
| 资本支出强度资本支出/营收 | — | 19.8% |
| 现金转化率经营现金流/净利润 | 0.95× | 1.66× |
| 过去12个月自由现金流最近4个季度 | — | $231.8M |
8季度趋势，按日历期对齐
经营现金流ESABEXP
| Q1 26 | $46.9M | — | ||
| Q4 25 | $81.5M | $170.8M | ||
| Q3 25 | $46.6M | $204.6M | ||
| Q2 25 | $35.4M | $136.6M | ||
| Q1 25 | — | $62.8M | ||
| Q4 24 | $126.9M | $119.9M | ||
| Q3 24 | $101.0M | $233.3M | ||
| Q2 24 | $83.0M | $132.6M |
自由现金流ESABEXP
| Q1 26 | — | — | ||
| Q4 25 | $70.3M | $60.8M | ||
| Q3 25 | $37.4M | $96.1M | ||
| Q2 25 | $28.1M | $60.5M | ||
| Q1 25 | — | $14.5M | ||
| Q4 24 | $102.2M | $72.5M | ||
| Q3 24 | $90.4M | $166.8M | ||
| Q2 24 | $74.0M | $99.5M |
自由现金流率ESABEXP
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | 10.9% | ||
| Q3 25 | 5.2% | 15.0% | ||
| Q2 25 | 4.1% | 9.5% | ||
| Q1 25 | — | 3.1% | ||
| Q4 24 | 15.2% | 13.0% | ||
| Q3 24 | 13.4% | 26.7% | ||
| Q2 24 | 10.5% | 16.3% |
资本支出强度ESABEXP
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | 19.8% | ||
| Q3 25 | 1.3% | 17.0% | ||
| Q2 25 | 1.1% | 12.0% | ||
| Q1 25 | — | 10.3% | ||
| Q4 24 | 3.7% | 8.5% | ||
| Q3 24 | 1.6% | 10.7% | ||
| Q2 24 | 1.3% | 5.4% |
现金转化率ESABEXP
| Q1 26 | 0.95× | — | ||
| Q4 25 | 1.49× | 1.66× | ||
| Q3 25 | 0.70× | 1.49× | ||
| Q2 25 | 0.53× | 1.11× | ||
| Q1 25 | — | 0.94× | ||
| Q4 24 | 2.36× | 1.00× | ||
| Q3 24 | 1.48× | 1.63× | ||
| Q2 24 | 1.00× | 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
ESAB
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% |
