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EAGLE MATERIALS INC（EXP）与Gaming & Leisure Properties, Inc.（GLPI）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Gaming & Leisure Properties, Inc.的1.3倍（$556.0M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 18.5%，领先38.5%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -0.4%），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs 5.0%）
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。
博彩与休闲地产公司（GLPI）是一家专注于赌场物业的房地产投资信托（REIT），总部位于宾夕法尼亚州怀奥米辛。公司于2013年11月从宾州国民娱乐分拆成立，目前持有62处赌场物业，全部对外出租给其他企业运营。
EXP vs GLPI — 直观对比
营收规模更大
EXP
是对方的1.3倍
$420.0M
营收增速更快
GLPI
高出6.6%
-0.4%
净利率更高
GLPI
高出38.5%
18.5%
两年增速更快
EXP
近两年复合增速
5.0%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $420.0M |
| 净利润 | $102.9M | $239.4M |
| 毛利率 | 28.9% | — |
| 营业利润率 | — | 79.4% |
| 净利率 | 18.5% | 57.0% |
| 营收同比 | -0.4% | 6.3% |
| 净利润同比 | -13.9% | 40.5% |
| 每股收益（稀释后） | $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EXPGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $556.0M | $407.0M | ||
| Q3 25 | $638.9M | $397.6M | ||
| Q2 25 | $634.7M | $394.9M | ||
| Q1 25 | $470.2M | $395.2M | ||
| Q4 24 | $558.0M | $389.6M | ||
| Q3 24 | $623.6M | $385.3M | ||
| Q2 24 | $608.7M | $380.6M |
净利润EXPGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $102.9M | $275.4M | ||
| Q3 25 | $137.4M | $241.2M | ||
| Q2 25 | $123.4M | $151.4M | ||
| Q1 25 | $66.5M | $165.2M | ||
| Q4 24 | $119.6M | $223.6M | ||
| Q3 24 | $143.5M | $184.7M | ||
| Q2 24 | $133.8M | $208.3M |
毛利率EXPGLPI
| Q1 26 | — | — | ||
| 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% | — |
营业利润率EXPGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | — | 89.3% | ||
| Q3 25 | — | 84.8% | ||
| Q2 25 | — | 61.3% | ||
| Q1 25 | — | 65.5% | ||
| Q4 24 | 32.8% | 79.1% | ||
| Q3 24 | 34.2% | 70.4% | ||
| Q2 24 | 32.0% | 77.1% |
净利率EXPGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | 18.5% | 67.6% | ||
| Q3 25 | 21.5% | 60.7% | ||
| Q2 25 | 19.4% | 38.4% | ||
| Q1 25 | 14.1% | 41.8% | ||
| Q4 24 | 21.4% | 57.4% | ||
| Q3 24 | 23.0% | 47.9% | ||
| Q2 24 | 22.0% | 54.7% |
每股收益（稀释后）EXPGLPI
| Q1 26 | — | — | ||
| Q4 25 | $3.22 | $0.96 | ||
| Q3 25 | $4.23 | $0.85 | ||
| Q2 25 | $3.76 | $0.54 | ||
| Q1 25 | $2.01 | $0.60 | ||
| Q4 24 | $3.56 | $0.79 | ||
| Q3 24 | $4.26 | $0.67 | ||
| Q2 24 | $3.94 | $0.77 |
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 | $274.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $5.0B |
| 总资产 | $3.8B | $13.8B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资EXPGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $419.0M | — | ||
| Q3 25 | $35.0M | — | ||
| Q2 25 | $59.7M | — | ||
| Q1 25 | $20.4M | — | ||
| Q4 24 | $31.2M | $560.8M | ||
| Q3 24 | $93.9M | $560.8M | ||
| Q2 24 | $46.5M | $560.8M |
总债务EXPGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | $7.2B | ||
| Q3 25 | — | $7.2B | ||
| Q2 25 | — | $6.9B | ||
| Q1 25 | $1.2B | $6.9B | ||
| Q4 24 | — | $7.7B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $6.6B |
股东权益EXPGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $1.5B | $4.6B | ||
| Q3 25 | $1.5B | $4.6B | ||
| Q2 25 | $1.5B | $4.6B | ||
| Q1 25 | $1.5B | $4.2B | ||
| Q4 24 | $1.5B | $4.3B | ||
| Q3 24 | $1.4B | $4.3B | ||
| Q2 24 | $1.4B | $4.1B |
总资产EXPGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $3.8B | $12.9B | ||
| Q3 25 | $3.4B | $12.8B | ||
| Q2 25 | $3.4B | $12.5B | ||
| Q1 25 | $3.3B | $12.1B | ||
| Q4 24 | $3.0B | $13.1B | ||
| Q3 24 | $3.1B | $12.7B | ||
| Q2 24 | $3.0B | $11.8B |
负债/权益比EXPGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.56× | ||
| Q3 25 | — | 1.57× | ||
| Q2 25 | — | 1.51× | ||
| Q1 25 | 0.86× | 1.63× | ||
| Q4 24 | — | 1.81× | ||
| Q3 24 | — | 1.74× | ||
| Q2 24 | — | 1.60× |
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EXPGLPI
| Q1 26 | — | — | ||
| Q4 25 | $170.8M | $1.1B | ||
| Q3 25 | $204.6M | $240.3M | ||
| Q2 25 | $136.6M | $293.4M | ||
| Q1 25 | $62.8M | $252.5M | ||
| Q4 24 | $119.9M | $1.1B | ||
| Q3 24 | $233.3M | $270.4M | ||
| Q2 24 | $132.6M | $252.1M |
自由现金流EXPGLPI
| Q1 26 | — | — | ||
| Q4 25 | $60.8M | — | ||
| Q3 25 | $96.1M | $183.0M | ||
| Q2 25 | $60.5M | $272.3M | ||
| Q1 25 | $14.5M | $239.6M | ||
| Q4 24 | $72.5M | $1.1B | ||
| Q3 24 | $166.8M | $261.5M | ||
| Q2 24 | $99.5M | $245.0M |
自由现金流率EXPGLPI
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | — | ||
| Q3 25 | 15.0% | 46.0% | ||
| Q2 25 | 9.5% | 69.0% | ||
| Q1 25 | 3.1% | 60.6% | ||
| Q4 24 | 13.0% | 275.3% | ||
| Q3 24 | 26.7% | 67.9% | ||
| Q2 24 | 16.3% | 64.4% |
资本支出强度EXPGLPI
| Q1 26 | — | — | ||
| Q4 25 | 19.8% | — | ||
| Q3 25 | 17.0% | 14.4% | ||
| Q2 25 | 12.0% | 5.3% | ||
| Q1 25 | 10.3% | 3.3% | ||
| Q4 24 | 8.5% | 0.0% | ||
| Q3 24 | 10.7% | 2.3% | ||
| Q2 24 | 5.4% | 1.9% |
现金转化率EXPGLPI
| Q1 26 | — | — | ||
| Q4 25 | 1.66× | 4.10× | ||
| Q3 25 | 1.49× | 1.00× | ||
| Q2 25 | 1.11× | 1.94× | ||
| Q1 25 | 0.94× | 1.53× | ||
| Q4 24 | 1.00× | 4.80× | ||
| Q3 24 | 1.63× | 1.46× | ||
| Q2 24 | 0.99× | 1.21× |
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% |
GLPI
暂无分部数据
