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EAGLE MATERIALS INC（EXP）与哈雷戴维森（HOG）财务数据对比。点击上方公司名可切换其他公司
EAGLE MATERIALS INC的季度营收约是哈雷戴维森的1.4倍（$556.0M vs $390.5M），EAGLE MATERIALS INC净利率更高（18.5% vs -72.3%，领先90.9%），EAGLE MATERIALS INC同比增速更快（-0.4% vs -9.4%），哈雷戴维森自由现金流更多（$100.4M vs $60.8M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs -48.6%）
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。
哈雷戴维森是源自美国的摩托车制造商与生活方式品牌，总部位于威斯康星州密尔沃基，创立于1903年。它是大萧条时期幸存下来的两大美国摩托车厂商之一，历经多次股权变动、子公司调整、经营困境与全球竞争，如今已是全球知名的标志性品牌。
EXP vs HOG — 直观对比
营收规模更大
EXP
是对方的1.4倍
$390.5M
营收增速更快
EXP
高出9.0%
-9.4%
净利率更高
EXP
高出90.9%
-72.3%
自由现金流更多
HOG
多$39.7M
$60.8M
两年增速更快
EXP
近两年复合增速
-48.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $390.5M |
| 净利润 | $102.9M | $-282.6M |
| 毛利率 | 28.9% | -7.9% |
| 营业利润率 | — | -92.4% |
| 净利率 | 18.5% | -72.3% |
| 营收同比 | -0.4% | -9.4% |
| 净利润同比 | -13.9% | -138.6% |
| 每股收益（稀释后） | $3.22 | $-2.27 |
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EXPHOG
| Q4 25 | $556.0M | $390.5M | ||
| Q3 25 | $638.9M | $1.1B | ||
| Q2 25 | $634.7M | $1.0B | ||
| Q1 25 | $470.2M | $1.1B | ||
| Q4 24 | $558.0M | $430.9M | ||
| Q3 24 | $623.6M | $881.2M | ||
| Q2 24 | $608.7M | $1.4B | ||
| Q1 24 | $476.7M | $1.5B |
净利润EXPHOG
| Q4 25 | $102.9M | $-282.6M | ||
| Q3 25 | $137.4M | $377.4M | ||
| Q2 25 | $123.4M | $107.6M | ||
| Q1 25 | $66.5M | $133.1M | ||
| Q4 24 | $119.6M | $-118.4M | ||
| Q3 24 | $143.5M | $119.0M | ||
| Q2 24 | $133.8M | $218.3M | ||
| Q1 24 | $77.1M | $234.9M |
毛利率EXPHOG
| Q4 25 | 28.9% | -7.9% | ||
| Q3 25 | 31.3% | 26.0% | ||
| Q2 25 | 29.2% | 28.5% | ||
| Q1 25 | 22.2% | 28.9% | ||
| Q4 24 | 31.9% | -2.0% | ||
| Q3 24 | 32.7% | 29.8% | ||
| Q2 24 | 30.7% | 31.8% | ||
| Q1 24 | 25.1% | 30.9% |
营业利润率EXPHOG
| Q4 25 | — | -92.4% | ||
| Q3 25 | — | 44.0% | ||
| Q2 25 | — | 10.7% | ||
| Q1 25 | — | 14.8% | ||
| Q4 24 | 32.8% | -44.9% | ||
| Q3 24 | 34.2% | 12.0% | ||
| Q2 24 | 32.0% | 17.8% | ||
| Q1 24 | 26.9% | 17.8% |
净利率EXPHOG
| Q4 25 | 18.5% | -72.3% | ||
| Q3 25 | 21.5% | 35.0% | ||
| Q2 25 | 19.4% | 10.2% | ||
| Q1 25 | 14.1% | 12.3% | ||
| Q4 24 | 21.4% | -27.5% | ||
| Q3 24 | 23.0% | 13.5% | ||
| Q2 24 | 22.0% | 16.1% | ||
| Q1 24 | 16.2% | 15.9% |
每股收益（稀释后）EXPHOG
| Q4 25 | $3.22 | $-2.27 | ||
| Q3 25 | $4.23 | $3.10 | ||
| Q2 25 | $3.76 | $0.88 | ||
| Q1 25 | $2.01 | $1.07 | ||
| Q4 24 | $3.56 | $-0.82 | ||
| Q3 24 | $4.26 | $0.91 | ||
| Q2 24 | $3.94 | $1.63 | ||
| Q1 24 | $2.23 | $1.72 |
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 | $3.1B |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $1.5B | $3.1B |
| 总资产 | $3.8B | $8.0B |
| 负债/权益比越低杠杆越低 | — | 0.79× |
8季度趋势，按日历期对齐
现金及短期投资EXPHOG
| Q4 25 | $419.0M | $3.1B | ||
| Q3 25 | $35.0M | $1.8B | ||
| Q2 25 | $59.7M | $1.6B | ||
| Q1 25 | $20.4M | $1.9B | ||
| Q4 24 | $31.2M | $1.6B | ||
| Q3 24 | $93.9M | $2.2B | ||
| Q2 24 | $46.5M | $1.8B | ||
| Q1 24 | $34.9M | $1.5B |
总债务EXPHOG
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $4.5B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | $1.2B | $6.8B | ||
| Q4 24 | — | $6.3B | ||
| Q3 24 | — | $7.3B | ||
| Q2 24 | — | $7.0B | ||
| Q1 24 | $1.1B | $6.3B |
股东权益EXPHOG
| Q4 25 | $1.5B | $3.1B | ||
| Q3 25 | $1.5B | $3.6B | ||
| Q2 25 | $1.5B | $3.3B | ||
| Q1 25 | $1.5B | $3.2B | ||
| Q4 24 | $1.5B | $3.2B | ||
| Q3 24 | $1.4B | $3.4B | ||
| Q2 24 | $1.4B | $3.4B | ||
| Q1 24 | $1.3B | $3.3B |
总资产EXPHOG
| Q4 25 | $3.8B | $8.0B | ||
| Q3 25 | $3.4B | $10.6B | ||
| Q2 25 | $3.4B | $12.1B | ||
| Q1 25 | $3.3B | $12.4B | ||
| Q4 24 | $3.0B | $11.9B | ||
| Q3 24 | $3.1B | $13.0B | ||
| Q2 24 | $3.0B | $12.8B | ||
| Q1 24 | $2.9B | $12.3B |
负债/权益比EXPHOG
| Q4 25 | — | 0.79× | ||
| Q3 25 | — | 1.25× | ||
| Q2 25 | — | 1.91× | ||
| Q1 25 | 0.86× | 2.14× | ||
| Q4 24 | — | 2.00× | ||
| Q3 24 | — | 2.13× | ||
| Q2 24 | — | 2.03× | ||
| Q1 24 | 0.84× | 1.88× |
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 | $152.0M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $100.4M |
| 自由现金流率自由现金流/营收 | 10.9% | 25.7% |
| 资本支出强度资本支出/营收 | 19.8% | 13.2% |
| 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 | $415.2M |
8季度趋势，按日历期对齐
经营现金流EXPHOG
| Q4 25 | $170.8M | $152.0M | ||
| Q3 25 | $204.6M | $-92.6M | ||
| Q2 25 | $136.6M | $368.0M | ||
| Q1 25 | $62.8M | $141.5M | ||
| Q4 24 | $119.9M | $133.2M | ||
| Q3 24 | $233.3M | $353.0M | ||
| Q2 24 | $132.6M | $473.6M | ||
| Q1 24 | $63.4M | $104.0M |
自由现金流EXPHOG
| Q4 25 | $60.8M | $100.4M | ||
| Q3 25 | $96.1M | $-129.1M | ||
| Q2 25 | $60.5M | $332.4M | ||
| Q1 25 | $14.5M | $111.6M | ||
| Q4 24 | $72.5M | $77.0M | ||
| Q3 24 | $166.8M | $300.4M | ||
| Q2 24 | $99.5M | $432.2M | ||
| Q1 24 | $30.9M | $57.6M |
自由现金流率EXPHOG
| Q4 25 | 10.9% | 25.7% | ||
| Q3 25 | 15.0% | -12.0% | ||
| Q2 25 | 9.5% | 31.7% | ||
| Q1 25 | 3.1% | 10.3% | ||
| Q4 24 | 13.0% | 17.9% | ||
| Q3 24 | 26.7% | 34.1% | ||
| Q2 24 | 16.3% | 31.9% | ||
| Q1 24 | 6.5% | 3.9% |
资本支出强度EXPHOG
| Q4 25 | 19.8% | 13.2% | ||
| Q3 25 | 17.0% | 3.4% | ||
| Q2 25 | 12.0% | 3.4% | ||
| Q1 25 | 10.3% | 2.8% | ||
| Q4 24 | 8.5% | 13.0% | ||
| Q3 24 | 10.7% | 6.0% | ||
| Q2 24 | 5.4% | 3.1% | ||
| Q1 24 | 6.8% | 3.1% |
现金转化率EXPHOG
| Q4 25 | 1.66× | — | ||
| Q3 25 | 1.49× | -0.25× | ||
| Q2 25 | 1.11× | 3.42× | ||
| Q1 25 | 0.94× | 1.06× | ||
| Q4 24 | 1.00× | — | ||
| Q3 24 | 1.63× | 2.97× | ||
| Q2 24 | 0.99× | 2.17× | ||
| Q1 24 | 0.82× | 0.44× |
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% |
HOG
| Motorcycles | $193.9M | 50% |
| Other | $63.8M | 16% |
| Other Income Financial Services | $59.8M | 15% |
| Apparel | $47.2M | 12% |
| Livewire Segment | $11.4M | 3% |
