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EAGLE MATERIALS INC（EXP）与Installed Building Products, Inc.（IBP）财务数据对比。点击上方公司名可切换其他公司
Installed Building Products, Inc.的季度营收约是EAGLE MATERIALS INC的1.3倍（$747.5M vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 10.2%，领先8.3%），Installed Building Products, Inc.同比增速更快（-0.4% vs -0.4%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $49.3M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs 3.9%）
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。
Installed Building Products, Inc.是美国领先的建筑产品安装服务商，主营绝缘材料、排水沟、车库门、消防系统及窗帘等产品的专业安装服务，覆盖住宅新建、翻新改造及商业建筑三大领域，业务遍及美国大部分地区。
EXP vs IBP — 直观对比
营收规模更大
IBP
是对方的1.3倍
$556.0M
营收增速更快
IBP
高出0.0%
-0.4%
净利率更高
EXP
高出8.3%
10.2%
自由现金流更多
EXP
多$11.5M
$49.3M
两年增速更快
EXP
近两年复合增速
3.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $747.5M |
| 净利润 | $102.9M | $76.6M |
| 毛利率 | 28.9% | 35.0% |
| 营业利润率 | — | 14.6% |
| 净利率 | 18.5% | 10.2% |
| 营收同比 | -0.4% | -0.4% |
| 净利润同比 | -13.9% | 14.5% |
| 每股收益（稀释后） | $3.22 | $2.81 |
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EXPIBP
| Q4 25 | $556.0M | $747.5M | ||
| Q3 25 | $638.9M | $778.2M | ||
| Q2 25 | $634.7M | $760.3M | ||
| Q1 25 | $470.2M | $684.8M | ||
| Q4 24 | $558.0M | $750.2M | ||
| Q3 24 | $623.6M | $760.6M | ||
| Q2 24 | $608.7M | $737.6M | ||
| Q1 24 | $476.7M | $692.9M |
净利润EXPIBP
| Q4 25 | $102.9M | $76.6M | ||
| Q3 25 | $137.4M | $74.4M | ||
| Q2 25 | $123.4M | $69.0M | ||
| Q1 25 | $66.5M | $45.4M | ||
| Q4 24 | $119.6M | $66.9M | ||
| Q3 24 | $143.5M | $68.6M | ||
| Q2 24 | $133.8M | $65.2M | ||
| Q1 24 | $77.1M | $55.9M |
毛利率EXPIBP
| Q4 25 | 28.9% | 35.0% | ||
| Q3 25 | 31.3% | 34.0% | ||
| Q2 25 | 29.2% | 34.2% | ||
| Q1 25 | 22.2% | 32.7% | ||
| Q4 24 | 31.9% | 33.6% | ||
| Q3 24 | 32.7% | 33.8% | ||
| Q2 24 | 30.7% | 34.1% | ||
| Q1 24 | 25.1% | 33.8% |
营业利润率EXPIBP
| Q4 25 | — | 14.6% | ||
| Q3 25 | — | 13.7% | ||
| Q2 25 | — | 13.3% | ||
| Q1 25 | — | 10.2% | ||
| Q4 24 | 32.8% | 13.1% | ||
| Q3 24 | 34.2% | 13.3% | ||
| Q2 24 | 32.0% | 12.9% | ||
| Q1 24 | 26.9% | 12.7% |
净利率EXPIBP
| Q4 25 | 18.5% | 10.2% | ||
| Q3 25 | 21.5% | 9.6% | ||
| Q2 25 | 19.4% | 9.1% | ||
| Q1 25 | 14.1% | 6.6% | ||
| Q4 24 | 21.4% | 8.9% | ||
| Q3 24 | 23.0% | 9.0% | ||
| Q2 24 | 22.0% | 8.8% | ||
| Q1 24 | 16.2% | 8.1% |
每股收益（稀释后）EXPIBP
| Q4 25 | $3.22 | $2.81 | ||
| Q3 25 | $4.23 | $2.74 | ||
| Q2 25 | $3.76 | $2.52 | ||
| Q1 25 | $2.01 | $1.64 | ||
| Q4 24 | $3.56 | $2.39 | ||
| Q3 24 | $4.26 | $2.44 | ||
| Q2 24 | $3.94 | $2.30 | ||
| Q1 24 | $2.23 | $1.97 |
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 | $321.9M |
| 总债务越低越好 | — | $886.6M |
| 股东权益账面价值 | $1.5B | $709.9M |
| 总资产 | $3.8B | $2.1B |
| 负债/权益比越低杠杆越低 | — | 1.25× |
8季度趋势，按日历期对齐
现金及短期投资EXPIBP
| Q4 25 | $419.0M | $321.9M | ||
| Q3 25 | $35.0M | $333.3M | ||
| Q2 25 | $59.7M | $305.2M | ||
| Q1 25 | $20.4M | $298.7M | ||
| Q4 24 | $31.2M | $327.6M | ||
| Q3 24 | $93.9M | $406.2M | ||
| Q2 24 | $46.5M | $380.3M | ||
| Q1 24 | $34.9M | $399.9M |
总债务EXPIBP
| Q4 25 | — | $886.6M | ||
| Q3 25 | — | $880.8M | ||
| Q2 25 | — | $876.1M | ||
| Q1 25 | $1.2B | $872.4M | ||
| Q4 24 | — | $874.8M | ||
| Q3 24 | — | $872.3M | ||
| Q2 24 | — | $875.8M | ||
| Q1 24 | $1.1B | $875.0M |
股东权益EXPIBP
| Q4 25 | $1.5B | $709.9M | ||
| Q3 25 | $1.5B | $678.6M | ||
| Q2 25 | $1.5B | $664.5M | ||
| Q1 25 | $1.5B | $660.9M | ||
| Q4 24 | $1.5B | $705.3M | ||
| Q3 24 | $1.4B | $716.4M | ||
| Q2 24 | $1.4B | $685.3M | ||
| Q1 24 | $1.3B | $679.2M |
总资产EXPIBP
| Q4 25 | $3.8B | $2.1B | ||
| Q3 25 | $3.4B | $2.1B | ||
| Q2 25 | $3.4B | $2.0B | ||
| Q1 25 | $3.3B | $2.0B | ||
| Q4 24 | $3.0B | $2.1B | ||
| Q3 24 | $3.1B | $2.1B | ||
| Q2 24 | $3.0B | $2.0B | ||
| Q1 24 | $2.9B | $2.0B |
负债/权益比EXPIBP
| Q4 25 | — | 1.25× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | — | 1.32× | ||
| Q1 25 | 0.86× | 1.32× | ||
| Q4 24 | — | 1.24× | ||
| Q3 24 | — | 1.22× | ||
| Q2 24 | — | 1.28× | ||
| Q1 24 | 0.84× | 1.29× |
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 | $64.9M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $49.3M |
| 自由现金流率自由现金流/营收 | 10.9% | 6.6% |
| 资本支出强度资本支出/营收 | 19.8% | 2.1% |
| 现金转化率经营现金流/净利润 | 1.66× | 0.85× |
| 过去12个月自由现金流最近4个季度 | $231.8M | $300.8M |
8季度趋势，按日历期对齐
经营现金流EXPIBP
| Q4 25 | $170.8M | $64.9M | ||
| Q3 25 | $204.6M | $124.0M | ||
| Q2 25 | $136.6M | $90.4M | ||
| Q1 25 | $62.8M | $92.1M | ||
| Q4 24 | $119.9M | $74.8M | ||
| Q3 24 | $233.3M | $101.4M | ||
| Q2 24 | $132.6M | $79.0M | ||
| Q1 24 | $63.4M | $84.8M |
自由现金流EXPIBP
| Q4 25 | $60.8M | $49.3M | ||
| Q3 25 | $96.1M | $104.8M | ||
| Q2 25 | $60.5M | $74.8M | ||
| Q1 25 | $14.5M | $71.9M | ||
| Q4 24 | $72.5M | $52.9M | ||
| Q3 24 | $166.8M | $77.3M | ||
| Q2 24 | $99.5M | $58.2M | ||
| Q1 24 | $30.9M | $63.0M |
自由现金流率EXPIBP
| Q4 25 | 10.9% | 6.6% | ||
| Q3 25 | 15.0% | 13.5% | ||
| Q2 25 | 9.5% | 9.8% | ||
| Q1 25 | 3.1% | 10.5% | ||
| Q4 24 | 13.0% | 7.1% | ||
| Q3 24 | 26.7% | 10.2% | ||
| Q2 24 | 16.3% | 7.9% | ||
| Q1 24 | 6.5% | 9.1% |
资本支出强度EXPIBP
| Q4 25 | 19.8% | 2.1% | ||
| Q3 25 | 17.0% | 2.5% | ||
| Q2 25 | 12.0% | 2.1% | ||
| Q1 25 | 10.3% | 2.9% | ||
| Q4 24 | 8.5% | 2.9% | ||
| Q3 24 | 10.7% | 3.2% | ||
| Q2 24 | 5.4% | 2.8% | ||
| Q1 24 | 6.8% | 3.1% |
现金转化率EXPIBP
| Q4 25 | 1.66× | 0.85× | ||
| Q3 25 | 1.49× | 1.67× | ||
| Q2 25 | 1.11× | 1.31× | ||
| Q1 25 | 0.94× | 2.03× | ||
| Q4 24 | 1.00× | 1.12× | ||
| Q3 24 | 1.63× | 1.48× | ||
| Q2 24 | 0.99× | 1.21× | ||
| Q1 24 | 0.82× | 1.52× |
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% |
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
