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EAGLE MATERIALS INC（EXP）与IES Holdings, Inc.（IESC）财务数据对比。点击上方公司名可切换其他公司
IES Holdings, Inc.的季度营收约是EAGLE MATERIALS INC的1.6倍（$871.0M vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 10.5%，领先8.0%），IES Holdings, Inc.同比增速更快（16.2% vs -0.4%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $-18.9M），过去两年IES Holdings, Inc.的营收复合增速更高（11.1% 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。
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.，主营业务为集成电气及技术系统的设计与安装，同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
EXP vs IESC — 直观对比
营收规模更大
IESC
是对方的1.6倍
$556.0M
营收增速更快
IESC
高出16.6%
-0.4%
净利率更高
EXP
高出8.0%
10.5%
自由现金流更多
EXP
多$79.6M
$-18.9M
两年增速更快
IESC
近两年复合增速
8.0%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $871.0M |
| 净利润 | $102.9M | $91.8M |
| 毛利率 | 28.9% | 25.3% |
| 营业利润率 | — | 11.2% |
| 净利率 | 18.5% | 10.5% |
| 营收同比 | -0.4% | 16.2% |
| 净利润同比 | -13.9% | 59.1% |
| 每股收益（稀释后） | $3.22 | $4.51 |
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EXPIESC
| Q4 25 | $556.0M | $871.0M | ||
| Q3 25 | $638.9M | $897.8M | ||
| Q2 25 | $634.7M | $890.2M | ||
| Q1 25 | $470.2M | $834.0M | ||
| Q4 24 | $558.0M | $749.5M | ||
| Q3 24 | $623.6M | $775.8M | ||
| Q2 24 | $608.7M | $768.4M | ||
| Q1 24 | $476.7M | $705.7M |
净利润EXPIESC
| Q4 25 | $102.9M | $91.8M | ||
| Q3 25 | $137.4M | $102.3M | ||
| Q2 25 | $123.4M | $79.3M | ||
| Q1 25 | $66.5M | $72.6M | ||
| Q4 24 | $119.6M | $57.7M | ||
| Q3 24 | $143.5M | $65.5M | ||
| Q2 24 | $133.8M | $66.6M | ||
| Q1 24 | $77.1M | $56.8M |
毛利率EXPIESC
| Q4 25 | 28.9% | 25.3% | ||
| Q3 25 | 31.3% | 26.0% | ||
| Q2 25 | 29.2% | 26.9% | ||
| Q1 25 | 22.2% | 25.0% | ||
| Q4 24 | 31.9% | 23.8% | ||
| Q3 24 | 32.7% | 24.0% | ||
| Q2 24 | 30.7% | 25.3% | ||
| Q1 24 | 25.1% | 24.3% |
营业利润率EXPIESC
| Q4 25 | — | 11.2% | ||
| Q3 25 | — | 11.6% | ||
| Q2 25 | — | 12.6% | ||
| Q1 25 | — | 11.1% | ||
| Q4 24 | 32.8% | 10.0% | ||
| Q3 24 | 34.2% | 9.7% | ||
| Q2 24 | 32.0% | 11.7% | ||
| Q1 24 | 26.9% | 11.0% |
净利率EXPIESC
| Q4 25 | 18.5% | 10.5% | ||
| Q3 25 | 21.5% | 11.4% | ||
| Q2 25 | 19.4% | 8.9% | ||
| Q1 25 | 14.1% | 8.7% | ||
| Q4 24 | 21.4% | 7.7% | ||
| Q3 24 | 23.0% | 8.4% | ||
| Q2 24 | 22.0% | 8.7% | ||
| Q1 24 | 16.2% | 8.0% |
每股收益（稀释后）EXPIESC
| Q4 25 | $3.22 | $4.51 | ||
| Q3 25 | $4.23 | $4.99 | ||
| Q2 25 | $3.76 | $3.81 | ||
| Q1 25 | $2.01 | $3.50 | ||
| Q4 24 | $3.56 | $2.72 | ||
| Q3 24 | $4.26 | $3.06 | ||
| Q2 24 | $3.94 | $2.67 | ||
| Q1 24 | $2.23 | $2.29 |
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 | $258.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $961.1M |
| 总资产 | $3.8B | $1.7B |
| 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EXPIESC
| Q4 25 | $419.0M | $258.7M | ||
| Q3 25 | $35.0M | $231.8M | ||
| Q2 25 | $59.7M | $168.3M | ||
| Q1 25 | $20.4M | $88.3M | ||
| Q4 24 | $31.2M | $112.0M | ||
| Q3 24 | $93.9M | $135.8M | ||
| Q2 24 | $46.5M | $44.9M | ||
| Q1 24 | $34.9M | $106.0M |
总债务EXPIESC
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.1B | — |
股东权益EXPIESC
| Q4 25 | $1.5B | $961.1M | ||
| Q3 25 | $1.5B | $884.0M | ||
| Q2 25 | $1.5B | $781.4M | ||
| Q1 25 | $1.5B | $705.8M | ||
| Q4 24 | $1.5B | $652.4M | ||
| Q3 24 | $1.4B | $611.1M | ||
| Q2 24 | $1.4B | $567.5M | ||
| Q1 24 | $1.3B | $534.8M |
总资产EXPIESC
| Q4 25 | $3.8B | $1.7B | ||
| Q3 25 | $3.4B | $1.6B | ||
| Q2 25 | $3.4B | $1.5B | ||
| Q1 25 | $3.3B | $1.4B | ||
| Q4 24 | $3.0B | $1.3B | ||
| Q3 24 | $3.1B | $1.2B | ||
| Q2 24 | $3.0B | $1.2B | ||
| Q1 24 | $2.9B | $1.1B |
负债/权益比EXPIESC
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.84× | — |
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 | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $-18.9M |
| 自由现金流率自由现金流/营收 | 10.9% | -2.2% |
| 资本支出强度资本支出/营收 | 19.8% | 5.3% |
| 现金转化率经营现金流/净利润 | 1.66× | 0.30× |
| 过去12个月自由现金流最近4个季度 | $231.8M | $175.9M |
8季度趋势，按日历期对齐
经营现金流EXPIESC
| Q4 25 | $170.8M | $27.7M | ||
| Q3 25 | $204.6M | $132.0M | ||
| Q2 25 | $136.6M | $92.0M | ||
| Q1 25 | $62.8M | $24.8M | ||
| Q4 24 | $119.9M | $37.3M | ||
| Q3 24 | $233.3M | $92.8M | ||
| Q2 24 | $132.6M | $82.9M | ||
| Q1 24 | $63.4M | $33.7M |
自由现金流EXPIESC
| Q4 25 | $60.8M | $-18.9M | ||
| Q3 25 | $96.1M | $112.0M | ||
| Q2 25 | $60.5M | $74.8M | ||
| Q1 25 | $14.5M | $7.9M | ||
| Q4 24 | $72.5M | $24.1M | ||
| Q3 24 | $166.8M | $78.5M | ||
| Q2 24 | $99.5M | $65.4M | ||
| Q1 24 | $30.9M | $26.9M |
自由现金流率EXPIESC
| Q4 25 | 10.9% | -2.2% | ||
| Q3 25 | 15.0% | 12.5% | ||
| Q2 25 | 9.5% | 8.4% | ||
| Q1 25 | 3.1% | 0.9% | ||
| Q4 24 | 13.0% | 3.2% | ||
| Q3 24 | 26.7% | 10.1% | ||
| Q2 24 | 16.3% | 8.5% | ||
| Q1 24 | 6.5% | 3.8% |
资本支出强度EXPIESC
| Q4 25 | 19.8% | 5.3% | ||
| Q3 25 | 17.0% | 2.2% | ||
| Q2 25 | 12.0% | 1.9% | ||
| Q1 25 | 10.3% | 2.0% | ||
| Q4 24 | 8.5% | 1.8% | ||
| Q3 24 | 10.7% | 1.8% | ||
| Q2 24 | 5.4% | 2.3% | ||
| Q1 24 | 6.8% | 1.0% |
现金转化率EXPIESC
| Q4 25 | 1.66× | 0.30× | ||
| Q3 25 | 1.49× | 1.29× | ||
| Q2 25 | 1.11× | 1.16× | ||
| Q1 25 | 0.94× | 0.34× | ||
| Q4 24 | 1.00× | 0.65× | ||
| Q3 24 | 1.63× | 1.42× | ||
| Q2 24 | 0.99× | 1.24× | ||
| Q1 24 | 0.82× | 0.59× |
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% |
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
