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EAGLE MATERIALS INC(EXP)与富兰克林电气(FELE)财务数据对比。点击上方公司名可切换其他公司
EAGLE MATERIALS INC的季度营收约是富兰克林电气的1.1倍($556.0M vs $500.4M),EAGLE MATERIALS INC净利率更高(18.5% vs 6.9%,领先11.6%),富兰克林电气同比增速更快(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%)
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。
富兰克林电气是全球知名的水务与能源管理产品及系统制造分销商,主营泵类、电机、驱动器及控制设备,产品广泛应用于住宅、商用、农业、工业、市政等多元场景。公司总部位于美国印第安纳州韦恩堡,在美国、德国、捷克、意大利、土耳其、墨西哥、巴西、澳大利亚、南非等多个国家设有生产基地,为全球客户提供可靠的流体运输与能源管理解决方案。
EXP vs FELE — 直观对比
营收规模更大
EXP
是对方的1.1倍
$500.4M
营收增速更快
FELE
高出10.3%
-0.4%
净利率更高
EXP
高出11.6%
6.9%
两年增速更快
EXP
近两年复合增速
-4.0%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $556.0M | $500.4M |
| 净利润 | $102.9M | $34.7M |
| 毛利率 | 28.9% | 35.0% |
| 营业利润率 | — | 9.6% |
| 净利率 | 18.5% | 6.9% |
| 营收同比 | -0.4% | 9.9% |
| 净利润同比 | -13.9% | 10.6% |
| 每股收益(稀释后) | $3.22 | $0.77 |
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
EXP
FELE
| Q1 26 | — | $500.4M | ||
| Q4 25 | $556.0M | $506.9M | ||
| Q3 25 | $638.9M | $581.7M | ||
| Q2 25 | $634.7M | $587.4M | ||
| Q1 25 | $470.2M | $455.2M | ||
| Q4 24 | $558.0M | $485.7M | ||
| Q3 24 | $623.6M | $531.4M | ||
| Q2 24 | $608.7M | $543.3M |
净利润
EXP
FELE
| Q1 26 | — | $34.7M | ||
| Q4 25 | $102.9M | $39.3M | ||
| Q3 25 | $137.4M | $16.7M | ||
| Q2 25 | $123.4M | $60.1M | ||
| Q1 25 | $66.5M | $31.0M | ||
| Q4 24 | $119.6M | $33.7M | ||
| Q3 24 | $143.5M | $54.6M | ||
| Q2 24 | $133.8M | $59.1M |
毛利率
EXP
FELE
| Q1 26 | — | 35.0% | ||
| Q4 25 | 28.9% | 33.8% | ||
| Q3 25 | 31.3% | 35.9% | ||
| Q2 25 | 29.2% | 36.1% | ||
| Q1 25 | 22.2% | 36.0% | ||
| Q4 24 | 31.9% | 33.8% | ||
| Q3 24 | 32.7% | 35.7% | ||
| Q2 24 | 30.7% | 36.8% |
营业利润率
EXP
FELE
| Q1 26 | — | 9.6% | ||
| Q4 25 | — | 10.2% | ||
| Q3 25 | — | 14.6% | ||
| Q2 25 | — | 15.0% | ||
| Q1 25 | — | 9.7% | ||
| Q4 24 | 32.8% | 8.9% | ||
| Q3 24 | 34.2% | 13.8% | ||
| Q2 24 | 32.0% | 14.6% |
净利率
EXP
FELE
| Q1 26 | — | 6.9% | ||
| Q4 25 | 18.5% | 7.7% | ||
| Q3 25 | 21.5% | 2.9% | ||
| Q2 25 | 19.4% | 10.2% | ||
| Q1 25 | 14.1% | 6.8% | ||
| Q4 24 | 21.4% | 6.9% | ||
| Q3 24 | 23.0% | 10.3% | ||
| Q2 24 | 22.0% | 10.9% |
每股收益(稀释后)
EXP
FELE
| Q1 26 | — | $0.77 | ||
| Q4 25 | $3.22 | $0.87 | ||
| Q3 25 | $4.23 | $0.37 | ||
| Q2 25 | $3.76 | $1.31 | ||
| Q1 25 | $2.01 | $0.67 | ||
| Q4 24 | $3.56 | $0.73 | ||
| Q3 24 | $4.26 | $1.17 | ||
| Q2 24 | $3.94 | $1.26 |
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 | $80.4M |
| 总债务越低越好 | — | $134.4M |
| 股东权益账面价值 | $1.5B | $1.3B |
| 总资产 | $3.8B | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.10× |
8季度趋势,按日历期对齐
现金及短期投资
EXP
FELE
| Q1 26 | — | $80.4M | ||
| Q4 25 | $419.0M | $99.7M | ||
| Q3 25 | $35.0M | $102.9M | ||
| Q2 25 | $59.7M | $104.6M | ||
| Q1 25 | $20.4M | $84.0M | ||
| Q4 24 | $31.2M | $220.5M | ||
| Q3 24 | $93.9M | $106.3M | ||
| Q2 24 | $46.5M | $58.1M |
总债务
EXP
FELE
| Q1 26 | — | $134.4M | ||
| Q4 25 | — | $135.2M | ||
| Q3 25 | — | $135.2M | ||
| Q2 25 | — | $14.5M | ||
| Q1 25 | $1.2B | $14.9M | ||
| Q4 24 | — | $11.6M | ||
| Q3 24 | — | $11.6M | ||
| Q2 24 | — | $87.2M |
股东权益
EXP
FELE
| Q1 26 | — | $1.3B | ||
| Q4 25 | $1.5B | $1.3B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | $1.5B | $1.3B | ||
| Q4 24 | $1.5B | $1.3B | ||
| Q3 24 | $1.4B | $1.3B | ||
| Q2 24 | $1.4B | $1.2B |
总资产
EXP
FELE
| Q1 26 | — | $2.0B | ||
| Q4 25 | $3.8B | $1.9B | ||
| Q3 25 | $3.4B | $2.0B | ||
| Q2 25 | $3.4B | $2.0B | ||
| Q1 25 | $3.3B | $1.9B | ||
| Q4 24 | $3.0B | $1.8B | ||
| Q3 24 | $3.1B | $1.8B | ||
| Q2 24 | $3.0B | $1.8B |
负债/权益比
EXP
FELE
| Q1 26 | — | 0.10× | ||
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.01× | ||
| Q1 25 | 0.86× | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | 0.01× | ||
| Q2 24 | — | 0.07× |
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 | $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 | 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
EXP
FELE
| Q1 26 | — | — | ||
| Q4 25 | $170.8M | $104.2M | ||
| Q3 25 | $204.6M | $102.7M | ||
| Q2 25 | $136.6M | $51.5M | ||
| Q1 25 | $62.8M | $-19.5M | ||
| Q4 24 | $119.9M | $110.3M | ||
| Q3 24 | $233.3M | $116.1M | ||
| Q2 24 | $132.6M | $36.4M |
自由现金流
EXP
FELE
| Q1 26 | — | — | ||
| Q4 25 | $60.8M | $88.7M | ||
| Q3 25 | $96.1M | $91.3M | ||
| Q2 25 | $60.5M | $39.9M | ||
| Q1 25 | $14.5M | $-26.3M | ||
| Q4 24 | $72.5M | $97.5M | ||
| Q3 24 | $166.8M | $106.6M | ||
| Q2 24 | $99.5M | $26.1M |
自由现金流率
EXP
FELE
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | 17.5% | ||
| Q3 25 | 15.0% | 15.7% | ||
| Q2 25 | 9.5% | 6.8% | ||
| Q1 25 | 3.1% | -5.8% | ||
| Q4 24 | 13.0% | 20.1% | ||
| Q3 24 | 26.7% | 20.1% | ||
| Q2 24 | 16.3% | 4.8% |
资本支出强度
EXP
FELE
| Q1 26 | — | — | ||
| Q4 25 | 19.8% | 3.1% | ||
| Q3 25 | 17.0% | 2.0% | ||
| Q2 25 | 12.0% | 2.0% | ||
| Q1 25 | 10.3% | 1.5% | ||
| Q4 24 | 8.5% | 2.6% | ||
| Q3 24 | 10.7% | 1.8% | ||
| Q2 24 | 5.4% | 1.9% |
现金转化率
EXP
FELE
| Q1 26 | — | — | ||
| Q4 25 | 1.66× | 2.65× | ||
| Q3 25 | 1.49× | 6.14× | ||
| Q2 25 | 1.11× | 0.86× | ||
| Q1 25 | 0.94× | -0.63× | ||
| Q4 24 | 1.00× | 3.28× | ||
| Q3 24 | 1.63× | 2.13× | ||
| Q2 24 | 0.99× | 0.62× |
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% |
FELE
暂无分部数据