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EAGLE MATERIALS INC(EXP)与Fidelity National Financial, Inc.(FNF)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Fidelity National Financial, Inc.的1.0倍($556.0M vs $544.0M),EAGLE MATERIALS INC净利率更高(18.5% vs -21.5%,领先40.0%),Fidelity National Financial, Inc.同比增速更快(10.3% vs -0.4%),过去两年Fidelity National Financial, Inc.的营收复合增速更高(13.7% vs 8.0%)
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。
富达国民金融是美国财富500强企业,主要面向房地产与抵押贷款行业提供产权保险及交割服务,2019年其产权及房地产业务相关年度营收约为84.69亿美元,是全球领先的产权保险服务供应商。
EXP vs FNF — 直观对比
营收规模更大
EXP
是对方的1.0倍
$544.0M
营收增速更快
FNF
高出10.7%
-0.4%
净利率更高
EXP
高出40.0%
-21.5%
两年增速更快
FNF
近两年复合增速
8.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $556.0M | $544.0M |
| 净利润 | $102.9M | $-117.0M |
| 毛利率 | 28.9% | — |
| 营业利润率 | — | 82.9% |
| 净利率 | 18.5% | -21.5% |
| 营收同比 | -0.4% | 10.3% |
| 净利润同比 | -13.9% | -126.0% |
| 每股收益(稀释后) | $3.22 | $-0.44 |
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
FNF
| Q4 25 | $556.0M | $544.0M | ||
| Q3 25 | $638.9M | $553.0M | ||
| Q2 25 | $634.7M | $547.0M | ||
| Q1 25 | $470.2M | $455.0M | ||
| Q4 24 | $558.0M | $493.0M | ||
| Q3 24 | $623.6M | $506.0M | ||
| Q2 24 | $608.7M | $504.0M | ||
| Q1 24 | $476.7M | $421.0M |
净利润
EXP
FNF
| Q4 25 | $102.9M | $-117.0M | ||
| Q3 25 | $137.4M | $358.0M | ||
| Q2 25 | $123.4M | $278.0M | ||
| Q1 25 | $66.5M | $83.0M | ||
| Q4 24 | $119.6M | $450.0M | ||
| Q3 24 | $143.5M | $266.0M | ||
| Q2 24 | $133.8M | $306.0M | ||
| Q1 24 | $77.1M | $248.0M |
毛利率
EXP
FNF
| Q4 25 | 28.9% | — | ||
| Q3 25 | 31.3% | — | ||
| Q2 25 | 29.2% | — | ||
| Q1 25 | 22.2% | — | ||
| Q4 24 | 31.9% | — | ||
| Q3 24 | 32.7% | — | ||
| Q2 24 | 30.7% | — | ||
| Q1 24 | 25.1% | — |
营业利润率
EXP
FNF
| Q4 25 | — | 82.9% | ||
| Q3 25 | — | 81.9% | ||
| Q2 25 | — | 69.8% | ||
| Q1 25 | — | 24.4% | ||
| Q4 24 | 32.8% | — | ||
| Q3 24 | 34.2% | 61.9% | ||
| Q2 24 | 32.0% | 90.9% | ||
| Q1 24 | 26.9% | 78.6% |
净利率
EXP
FNF
| Q4 25 | 18.5% | -21.5% | ||
| Q3 25 | 21.5% | 64.7% | ||
| Q2 25 | 19.4% | 50.8% | ||
| Q1 25 | 14.1% | 18.2% | ||
| Q4 24 | 21.4% | 91.3% | ||
| Q3 24 | 23.0% | 52.6% | ||
| Q2 24 | 22.0% | 60.7% | ||
| Q1 24 | 16.2% | 58.9% |
每股收益(稀释后)
EXP
FNF
| Q4 25 | $3.22 | $-0.44 | ||
| Q3 25 | $4.23 | $1.33 | ||
| Q2 25 | $3.76 | $1.02 | ||
| Q1 25 | $2.01 | $0.30 | ||
| Q4 24 | $3.56 | $1.65 | ||
| Q3 24 | $4.26 | $0.97 | ||
| Q2 24 | $3.94 | $1.12 | ||
| Q1 24 | $2.23 | $0.91 |
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 | $2.6B |
| 总债务越低越好 | — | $4.4B |
| 股东权益账面价值 | $1.5B | $7.4B |
| 总资产 | $3.8B | $109.0B |
| 负债/权益比越低杠杆越低 | — | 0.59× |
8季度趋势,按日历期对齐
现金及短期投资
EXP
FNF
| Q4 25 | $419.0M | $2.6B | ||
| Q3 25 | $35.0M | $3.5B | ||
| Q2 25 | $59.7M | $3.3B | ||
| Q1 25 | $20.4M | $4.5B | ||
| Q4 24 | $31.2M | $3.5B | ||
| Q3 24 | $93.9M | $5.0B | ||
| Q2 24 | $46.5M | $4.9B | ||
| Q1 24 | $34.9M | $3.5B |
总债务
EXP
FNF
| Q4 25 | — | $4.4B | ||
| Q3 25 | — | $4.4B | ||
| Q2 25 | — | $4.4B | ||
| Q1 25 | $1.2B | $4.4B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.2B | ||
| Q2 24 | — | $4.2B | ||
| Q1 24 | $1.1B | $3.9B |
股东权益
EXP
FNF
| Q4 25 | $1.5B | $7.4B | ||
| Q3 25 | $1.5B | $8.4B | ||
| Q2 25 | $1.5B | $7.9B | ||
| Q1 25 | $1.5B | $7.9B | ||
| Q4 24 | $1.5B | $7.8B | ||
| Q3 24 | $1.4B | $8.1B | ||
| Q2 24 | $1.4B | $7.3B | ||
| Q1 24 | $1.3B | $7.1B |
总资产
EXP
FNF
| Q4 25 | $3.8B | $109.0B | ||
| Q3 25 | $3.4B | $106.6B | ||
| Q2 25 | $3.4B | $102.3B | ||
| Q1 25 | $3.3B | $98.2B | ||
| Q4 24 | $3.0B | $95.4B | ||
| Q3 24 | $3.1B | $94.7B | ||
| Q2 24 | $3.0B | $88.8B | ||
| Q1 24 | $2.9B | $84.5B |
负债/权益比
EXP
FNF
| Q4 25 | — | 0.59× | ||
| Q3 25 | — | 0.53× | ||
| Q2 25 | — | 0.56× | ||
| Q1 25 | 0.86× | 0.56× | ||
| Q4 24 | — | 0.56× | ||
| Q3 24 | — | 0.52× | ||
| Q2 24 | — | 0.58× | ||
| Q1 24 | 0.84× | 0.55× |
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 | $1.5B |
| 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
FNF
| Q4 25 | $170.8M | $1.5B | ||
| Q3 25 | $204.6M | $1.3B | ||
| Q2 25 | $136.6M | $1.9B | ||
| Q1 25 | $62.8M | $1.1B | ||
| Q4 24 | $119.9M | $1.5B | ||
| Q3 24 | $233.3M | $2.4B | ||
| Q2 24 | $132.6M | $1.4B | ||
| Q1 24 | $63.4M | $1.6B |
自由现金流
EXP
FNF
| Q4 25 | $60.8M | — | ||
| Q3 25 | $96.1M | — | ||
| Q2 25 | $60.5M | — | ||
| Q1 25 | $14.5M | — | ||
| Q4 24 | $72.5M | — | ||
| Q3 24 | $166.8M | — | ||
| Q2 24 | $99.5M | — | ||
| Q1 24 | $30.9M | — |
自由现金流率
EXP
FNF
| Q4 25 | 10.9% | — | ||
| Q3 25 | 15.0% | — | ||
| Q2 25 | 9.5% | — | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | 13.0% | — | ||
| Q3 24 | 26.7% | — | ||
| Q2 24 | 16.3% | — | ||
| Q1 24 | 6.5% | — |
资本支出强度
EXP
FNF
| Q4 25 | 19.8% | — | ||
| Q3 25 | 17.0% | — | ||
| Q2 25 | 12.0% | — | ||
| Q1 25 | 10.3% | — | ||
| Q4 24 | 8.5% | — | ||
| Q3 24 | 10.7% | — | ||
| Q2 24 | 5.4% | — | ||
| Q1 24 | 6.8% | — |
现金转化率
EXP
FNF
| Q4 25 | 1.66× | — | ||
| Q3 25 | 1.49× | 3.66× | ||
| Q2 25 | 1.11× | 6.82× | ||
| Q1 25 | 0.94× | 13.43× | ||
| Q4 24 | 1.00× | 3.32× | ||
| Q3 24 | 1.63× | 8.89× | ||
| Q2 24 | 0.99× | 4.45× | ||
| Q1 24 | 0.82× | 6.42× |
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% |
FNF
| Escrow Fees | $241.0M | 44% |
| Other Title Related Fees And Income | $182.0M | 33% |
| Service Link Excluding Title Premiums Escrow Fees And Subservicing Fees | $87.0M | 16% |
| Insurance Contracts Home Warranty | $31.0M | 6% |