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EAGLE MATERIALS INC（EXP）与FRESH DEL MONTE PRODUCE INC（FDP）财务数据对比。点击上方公司名可切换其他公司
FRESH DEL MONTE PRODUCE INC的季度营收约是EAGLE MATERIALS INC的1.8倍（$1.0B vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 3.2%，领先15.3%），FRESH DEL MONTE PRODUCE INC同比增速更快（0.6% vs -0.4%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $-17.2M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs -4.1%）
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。
鲜德尔蒙农产品公司是全球领先的垂直一体化生鲜及鲜切果蔬、加工果蔬生产、分销及营销企业，注册地位于开曼群岛乔治敦，美国行政总部设在佛罗里达州科勒尔盖布尔斯塞维利亚大道241号。
EXP vs FDP — 直观对比
营收规模更大
FDP
是对方的1.8倍
$556.0M
营收增速更快
FDP
高出1.0%
-0.4%
净利率更高
EXP
高出15.3%
3.2%
自由现金流更多
EXP
多$78.0M
$-17.2M
两年增速更快
EXP
近两年复合增速
-4.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $1.0B |
| 净利润 | $102.9M | $32.3M |
| 毛利率 | 28.9% | 10.4% |
| 营业利润率 | — | 4.5% |
| 净利率 | 18.5% | 3.2% |
| 营收同比 | -0.4% | 0.6% |
| 净利润同比 | -13.9% | 59.1% |
| 每股收益（稀释后） | $3.22 | $0.67 |
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EXPFDP
| Q4 25 | $556.0M | $1.0B | ||
| Q3 25 | $638.9M | $1.0B | ||
| Q2 25 | $634.7M | $1.2B | ||
| Q1 25 | $470.2M | $1.1B | ||
| Q4 24 | $558.0M | $1.0B | ||
| Q3 24 | $623.6M | $1.0B | ||
| Q2 24 | $608.7M | $1.1B | ||
| Q1 24 | $476.7M | $1.1B |
净利润EXPFDP
| Q4 25 | $102.9M | $32.3M | ||
| Q3 25 | $137.4M | $-29.1M | ||
| Q2 25 | $123.4M | $56.8M | ||
| Q1 25 | $66.5M | $31.1M | ||
| Q4 24 | $119.6M | $20.3M | ||
| Q3 24 | $143.5M | $42.1M | ||
| Q2 24 | $133.8M | $53.6M | ||
| Q1 24 | $77.1M | $26.1M |
毛利率EXPFDP
| Q4 25 | 28.9% | 10.4% | ||
| Q3 25 | 31.3% | 7.9% | ||
| Q2 25 | 29.2% | 10.2% | ||
| Q1 25 | 22.2% | 8.4% | ||
| Q4 24 | 31.9% | 6.8% | ||
| Q3 24 | 32.7% | 9.2% | ||
| Q2 24 | 30.7% | 9.9% | ||
| Q1 24 | 25.1% | 7.4% |
营业利润率EXPFDP
| Q4 25 | — | 4.5% | ||
| Q3 25 | — | -2.1% | ||
| Q2 25 | — | 5.8% | ||
| Q1 25 | — | 4.1% | ||
| Q4 24 | 32.8% | 3.0% | ||
| Q3 24 | 34.2% | 5.3% | ||
| Q2 24 | 32.0% | 6.0% | ||
| Q1 24 | 26.9% | 4.0% |
净利率EXPFDP
| Q4 25 | 18.5% | 3.2% | ||
| Q3 25 | 21.5% | -2.8% | ||
| Q2 25 | 19.4% | 4.8% | ||
| Q1 25 | 14.1% | 2.8% | ||
| Q4 24 | 21.4% | 2.0% | ||
| Q3 24 | 23.0% | 4.1% | ||
| Q2 24 | 22.0% | 4.7% | ||
| Q1 24 | 16.2% | 2.4% |
每股收益（稀释后）EXPFDP
| Q4 25 | $3.22 | $0.67 | ||
| Q3 25 | $4.23 | $-0.61 | ||
| Q2 25 | $3.76 | $1.18 | ||
| Q1 25 | $2.01 | $0.64 | ||
| Q4 24 | $3.56 | $0.41 | ||
| Q3 24 | $4.26 | $0.88 | ||
| Q2 24 | $3.94 | $1.12 | ||
| Q1 24 | $2.23 | $0.55 |
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 | $419.0M | $35.7M |
| 总债务越低越好 | — | $176.2M |
| 股东权益账面价值 | $1.5B | $2.0B |
| 总资产 | $3.8B | $3.1B |
| 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EXPFDP
| Q4 25 | $419.0M | $35.7M | ||
| Q3 25 | $35.0M | $97.2M | ||
| Q2 25 | $59.7M | $85.5M | ||
| Q1 25 | $20.4M | $34.4M | ||
| Q4 24 | $31.2M | $32.6M | ||
| Q3 24 | $93.9M | $50.8M | ||
| Q2 24 | $46.5M | $37.8M | ||
| Q1 24 | $34.9M | $42.2M |
总债务EXPFDP
| Q4 25 | — | $176.2M | ||
| Q3 25 | — | $176.7M | ||
| Q2 25 | — | $205.2M | ||
| Q1 25 | $1.2B | $237.4M | ||
| Q4 24 | — | $248.9M | ||
| Q3 24 | — | $274.8M | ||
| Q2 24 | — | $290.4M | ||
| Q1 24 | $1.1B | $405.8M |
股东权益EXPFDP
| Q4 25 | $1.5B | $2.0B | ||
| Q3 25 | $1.5B | $2.0B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.5B | $2.0B | ||
| Q4 24 | $1.5B | $2.0B | ||
| Q3 24 | $1.4B | $2.0B | ||
| Q2 24 | $1.4B | $2.0B | ||
| Q1 24 | $1.3B | $1.9B |
总资产EXPFDP
| Q4 25 | $3.8B | $3.1B | ||
| Q3 25 | $3.4B | $3.1B | ||
| Q2 25 | $3.4B | $3.2B | ||
| Q1 25 | $3.3B | $3.2B | ||
| Q4 24 | $3.0B | $3.1B | ||
| Q3 24 | $3.1B | $3.2B | ||
| Q2 24 | $3.0B | $3.1B | ||
| Q1 24 | $2.9B | $3.2B |
负债/权益比EXPFDP
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.09× | ||
| Q2 25 | — | 0.10× | ||
| Q1 25 | 0.86× | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× | ||
| Q1 24 | 0.84× | 0.21× |
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 | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $-17.2M |
| 自由现金流率自由现金流/营收 | 10.9% | -1.7% |
| 资本支出强度资本支出/营收 | 19.8% | 2.8% |
| 现金转化率经营现金流/净利润 | 1.66× | 0.34× |
| 过去12个月自由现金流最近4个季度 | $231.8M | $181.3M |
8季度趋势，按日历期对齐
经营现金流EXPFDP
| Q4 25 | $170.8M | $10.9M | ||
| Q3 25 | $204.6M | $75.0M | ||
| Q2 25 | $136.6M | $113.1M | ||
| Q1 25 | $62.8M | $46.1M | ||
| Q4 24 | $119.9M | $-4.7M | ||
| Q3 24 | $233.3M | $43.5M | ||
| Q2 24 | $132.6M | $125.0M | ||
| Q1 24 | $63.4M | $18.7M |
自由现金流EXPFDP
| Q4 25 | $60.8M | $-17.2M | ||
| Q3 25 | $96.1M | $60.9M | ||
| Q2 25 | $60.5M | $101.5M | ||
| Q1 25 | $14.5M | $36.1M | ||
| Q4 24 | $72.5M | $-22.3M | ||
| Q3 24 | $166.8M | $30.1M | ||
| Q2 24 | $99.5M | $117.0M | ||
| Q1 24 | $30.9M | $6.0M |
自由现金流率EXPFDP
| Q4 25 | 10.9% | -1.7% | ||
| Q3 25 | 15.0% | 6.0% | ||
| Q2 25 | 9.5% | 8.6% | ||
| Q1 25 | 3.1% | 3.3% | ||
| Q4 24 | 13.0% | -2.2% | ||
| Q3 24 | 26.7% | 3.0% | ||
| Q2 24 | 16.3% | 10.3% | ||
| Q1 24 | 6.5% | 0.5% |
资本支出强度EXPFDP
| Q4 25 | 19.8% | 2.8% | ||
| Q3 25 | 17.0% | 1.4% | ||
| Q2 25 | 12.0% | 1.0% | ||
| Q1 25 | 10.3% | 0.9% | ||
| Q4 24 | 8.5% | 1.7% | ||
| Q3 24 | 10.7% | 1.3% | ||
| Q2 24 | 5.4% | 0.7% | ||
| Q1 24 | 6.8% | 1.1% |
现金转化率EXPFDP
| Q4 25 | 1.66× | 0.34× | ||
| Q3 25 | 1.49× | — | ||
| Q2 25 | 1.11× | 1.99× | ||
| Q1 25 | 0.94× | 1.48× | ||
| Q4 24 | 1.00× | -0.23× | ||
| Q3 24 | 1.63× | 1.03× | ||
| Q2 24 | 0.99× | 2.33× | ||
| Q1 24 | 0.82× | 0.72× |
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
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% |
FDP
| Other | $482.7M | 47% |
| Gold Pineapples | $184.9M | 18% |
| Fresh Cut Fruit | $126.4M | 12% |
| Fresh Cut Vegetables | $69.3M | 7% |
| Avocados | $66.9M | 7% |
| Other Fruit Productsand Services | $26.1M | 3% |
| Non Tropical Fruit | $23.0M | 2% |
| Melons | $20.6M | 2% |
| Vegetables | $19.6M | 2% |
