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ESCO TECHNOLOGIES INC（ESE）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ESCO TECHNOLOGIES INC的1.9倍（$556.0M vs $289.7M），EAGLE MATERIALS INC净利率更高（18.5% vs 9.9%，领先8.6%），ESCO TECHNOLOGIES INC同比增速更快（17.3% vs -0.4%），ESCO TECHNOLOGIES INC自由现金流更多（$63.0M vs $60.8M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs 7.8%）
ESCO是来自新加坡的品牌，专注于实验室领域相关产品及服务的研发、生产与销售，可为各类科研、检测及工业实验室提供适配的产品解决方案与配套支持，产品广泛应用于生命科学、医疗健康、工业检测等多个领域。
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。
ESE vs EXP — 直观对比
营收规模更大
EXP
是对方的1.9倍
$289.7M
营收增速更快
ESE
高出17.6%
-0.4%
净利率更高
EXP
高出8.6%
9.9%
自由现金流更多
ESE
多$2.2M
$60.8M
两年增速更快
EXP
近两年复合增速
7.8%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $289.7M | $556.0M |
| 净利润 | $28.7M | $102.9M |
| 毛利率 | 41.4% | 28.9% |
| 营业利润率 | 13.2% | — |
| 净利率 | 9.9% | 18.5% |
| 营收同比 | 17.3% | -0.4% |
| 净利润同比 | 22.2% | -13.9% |
| 每股收益（稀释后） | $1.11 | $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ESEEXP
| Q4 25 | $289.7M | $556.0M | ||
| Q3 25 | $286.5M | $638.9M | ||
| Q2 25 | $296.3M | $634.7M | ||
| Q1 25 | $265.5M | $470.2M | ||
| Q4 24 | $247.0M | $558.0M | ||
| Q3 24 | $298.5M | $623.6M | ||
| Q2 24 | $260.8M | $608.7M | ||
| Q1 24 | $249.1M | $476.7M |
净利润ESEEXP
| Q4 25 | $28.7M | $102.9M | ||
| Q3 25 | $218.7M | $137.4M | ||
| Q2 25 | $26.1M | $123.4M | ||
| Q1 25 | $31.0M | $66.5M | ||
| Q4 24 | $23.5M | $119.6M | ||
| Q3 24 | $34.3M | $143.5M | ||
| Q2 24 | $29.2M | $133.8M | ||
| Q1 24 | $23.2M | $77.1M |
毛利率ESEEXP
| Q4 25 | 41.4% | 28.9% | ||
| Q3 25 | 45.9% | 31.3% | ||
| Q2 25 | 41.2% | 29.2% | ||
| Q1 25 | 41.1% | 22.2% | ||
| Q4 24 | 39.8% | 31.9% | ||
| Q3 24 | 40.1% | 32.7% | ||
| Q2 24 | 39.6% | 30.7% | ||
| Q1 24 | 38.8% | 25.1% |
营业利润率ESEEXP
| Q4 25 | 13.2% | — | ||
| Q3 25 | 17.2% | — | ||
| Q2 25 | 11.2% | — | ||
| Q1 25 | 15.3% | — | ||
| Q4 24 | 11.4% | 32.8% | ||
| Q3 24 | 14.8% | 34.2% | ||
| Q2 24 | 14.3% | 32.0% | ||
| Q1 24 | 11.7% | 26.9% |
净利率ESEEXP
| Q4 25 | 9.9% | 18.5% | ||
| Q3 25 | 76.3% | 21.5% | ||
| Q2 25 | 8.8% | 19.4% | ||
| Q1 25 | 11.7% | 14.1% | ||
| Q4 24 | 9.5% | 21.4% | ||
| Q3 24 | 11.5% | 23.0% | ||
| Q2 24 | 11.2% | 22.0% | ||
| Q1 24 | 9.3% | 16.2% |
每股收益（稀释后）ESEEXP
| Q4 25 | $1.11 | $3.22 | ||
| Q3 25 | $8.43 | $4.23 | ||
| Q2 25 | $1.01 | $3.76 | ||
| Q1 25 | $1.20 | $2.01 | ||
| Q4 24 | $0.91 | $3.56 | ||
| Q3 24 | $1.32 | $4.26 | ||
| Q2 24 | $1.13 | $3.94 | ||
| Q1 24 | $0.90 | $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 | $103.8M | $419.0M |
| 总债务越低越好 | $145.5M | — |
| 股东权益账面价值 | $1.6B | $1.5B |
| 总资产 | $2.4B | $3.8B |
| 负债/权益比越低杠杆越低 | 0.09× | — |
8季度趋势，按日历期对齐
现金及短期投资ESEEXP
| Q4 25 | $103.8M | $419.0M | ||
| Q3 25 | $101.3M | $35.0M | ||
| Q2 25 | $78.7M | $59.7M | ||
| Q1 25 | $57.4M | $20.4M | ||
| Q4 24 | $71.3M | $31.2M | ||
| Q3 24 | $66.0M | $93.9M | ||
| Q2 24 | $63.0M | $46.5M | ||
| Q1 24 | $59.4M | $34.9M |
总债务ESEEXP
| Q4 25 | $145.5M | — | ||
| Q3 25 | $186.0M | — | ||
| Q2 25 | $525.0M | — | ||
| Q1 25 | $88.0M | $1.2B | ||
| Q4 24 | $112.0M | — | ||
| Q3 24 | $122.0M | — | ||
| Q2 24 | $173.0M | — | ||
| Q1 24 | $191.0M | $1.1B |
股东权益ESEEXP
| Q4 25 | $1.6B | $1.5B | ||
| Q3 25 | $1.5B | $1.5B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.2B | $1.5B | ||
| Q3 24 | $1.2B | $1.4B | ||
| Q2 24 | $1.2B | $1.4B | ||
| Q1 24 | $1.2B | $1.3B |
总资产ESEEXP
| Q4 25 | $2.4B | $3.8B | ||
| Q3 25 | $2.4B | $3.4B | ||
| Q2 25 | $2.5B | $3.4B | ||
| Q1 25 | $1.8B | $3.3B | ||
| Q4 24 | $1.8B | $3.0B | ||
| Q3 24 | $1.8B | $3.1B | ||
| Q2 24 | $1.8B | $3.0B | ||
| Q1 24 | $1.8B | $2.9B |
负债/权益比ESEEXP
| Q4 25 | 0.09× | — | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.07× | 0.86× | ||
| Q4 24 | 0.09× | — | ||
| Q3 24 | 0.10× | — | ||
| Q2 24 | 0.14× | — | ||
| Q1 24 | 0.16× | 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 | $68.9M | $170.8M |
| 自由现金流经营现金流 - 资本支出 | $63.0M | $60.8M |
| 自由现金流率自由现金流/营收 | 21.7% | 10.9% |
| 资本支出强度资本支出/营收 | 2.0% | 19.8% |
| 现金转化率经营现金流/净利润 | 2.40× | 1.66× |
| 过去12个月自由现金流最近4个季度 | $239.6M | $231.8M |
8季度趋势，按日历期对齐
经营现金流ESEEXP
| Q4 25 | $68.9M | $170.8M | ||
| Q3 25 | $109.9M | $204.6M | ||
| Q2 25 | $73.7M | $136.6M | ||
| Q1 25 | $24.1M | $62.8M | ||
| Q4 24 | $34.2M | $119.9M | ||
| Q3 24 | $72.1M | $233.3M | ||
| Q2 24 | $36.2M | $132.6M | ||
| Q1 24 | $10.5M | $63.4M |
自由现金流ESEEXP
| Q4 25 | $63.0M | $60.8M | ||
| Q3 25 | $97.8M | $96.1M | ||
| Q2 25 | $64.9M | $60.5M | ||
| Q1 25 | $14.0M | $14.5M | ||
| Q4 24 | $29.0M | $72.5M | ||
| Q3 24 | $60.9M | $166.8M | ||
| Q2 24 | $27.6M | $99.5M | ||
| Q1 24 | $2.0M | $30.9M |
自由现金流率ESEEXP
| Q4 25 | 21.7% | 10.9% | ||
| Q3 25 | 34.1% | 15.0% | ||
| Q2 25 | 21.9% | 9.5% | ||
| Q1 25 | 5.3% | 3.1% | ||
| Q4 24 | 11.7% | 13.0% | ||
| Q3 24 | 20.4% | 26.7% | ||
| Q2 24 | 10.6% | 16.3% | ||
| Q1 24 | 0.8% | 6.5% |
资本支出强度ESEEXP
| Q4 25 | 2.0% | 19.8% | ||
| Q3 25 | 4.2% | 17.0% | ||
| Q2 25 | 3.0% | 12.0% | ||
| Q1 25 | 3.8% | 10.3% | ||
| Q4 24 | 2.1% | 8.5% | ||
| Q3 24 | 3.8% | 10.7% | ||
| Q2 24 | 3.3% | 5.4% | ||
| Q1 24 | 3.4% | 6.8% |
现金转化率ESEEXP
| Q4 25 | 2.40× | 1.66× | ||
| Q3 25 | 0.50× | 1.49× | ||
| Q2 25 | 2.83× | 1.11× | ||
| Q1 25 | 0.78× | 0.94× | ||
| Q4 24 | 1.46× | 1.00× | ||
| Q3 24 | 2.10× | 1.63× | ||
| Q2 24 | 1.24× | 0.99× | ||
| Q1 24 | 0.45× | 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
ESE
| US Government | $98.0M | 34% |
| Utility Solutions Group | $87.5M | 30% |
| RF Shielding And Test | $58.3M | 20% |
| Commercial | $45.8M | 16% |
| Related Party | $1.3M | 0% |
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% |
