vs
EAGLE MATERIALS INC（EXP）与艺达思集团（IEX）财务数据对比。点击上方公司名可切换其他公司
艺达思集团的季度营收约是EAGLE MATERIALS INC的1.6倍（$899.1M vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 14.3%，领先4.2%），艺达思集团同比增速更快（376.5% vs -0.4%），艺达思集团自由现金流更多（$189.8M vs $60.8M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs 5.5%）
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。
艺达思集团是一家公开上市的工业制造企业，专注于流体系统与特种工程产品的研发和生产，产品广泛应用于工业制造、生命科学、食品安全等多个领域，可为全球各行业客户提供高性能定制化解决方案。
EXP vs IEX — 直观对比
营收规模更大
IEX
是对方的1.6倍
$556.0M
营收增速更快
IEX
高出376.8%
-0.4%
净利率更高
EXP
高出4.2%
14.3%
自由现金流更多
IEX
多$129.0M
$60.8M
两年增速更快
EXP
近两年复合增速
5.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $899.1M |
| 净利润 | $102.9M | $128.3M |
| 毛利率 | 28.9% | 43.1% |
| 营业利润率 | — | 20.4% |
| 净利率 | 18.5% | 14.3% |
| 营收同比 | -0.4% | 376.5% |
| 净利润同比 | -13.9% | 688.5% |
| 每股收益（稀释后） | $3.22 | $1.71 |
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EXPIEX
| Q1 26 | — | $899.1M | ||
| Q4 25 | $556.0M | $899.1M | ||
| Q3 25 | $638.9M | $878.7M | ||
| Q2 25 | $634.7M | $865.4M | ||
| Q1 25 | $470.2M | $814.3M | ||
| Q4 24 | $558.0M | $862.9M | ||
| Q3 24 | $623.6M | $798.2M | ||
| Q2 24 | $608.7M | $807.2M |
净利润EXPIEX
| Q1 26 | — | $128.3M | ||
| Q4 25 | $102.9M | $128.3M | ||
| Q3 25 | $137.4M | $127.8M | ||
| Q2 25 | $123.4M | $131.6M | ||
| Q1 25 | $66.5M | $95.5M | ||
| Q4 24 | $119.6M | $123.2M | ||
| Q3 24 | $143.5M | $119.1M | ||
| Q2 24 | $133.8M | $141.3M |
毛利率EXPIEX
| Q1 26 | — | 43.1% | ||
| Q4 25 | 28.9% | 43.1% | ||
| Q3 25 | 31.3% | 44.5% | ||
| Q2 25 | 29.2% | 45.3% | ||
| Q1 25 | 22.2% | 45.3% | ||
| Q4 24 | 31.9% | 42.5% | ||
| Q3 24 | 32.7% | 44.3% | ||
| Q2 24 | 30.7% | 45.4% |
营业利润率EXPIEX
| Q1 26 | — | 20.4% | ||
| Q4 25 | — | 20.4% | ||
| Q3 25 | — | 21.1% | ||
| Q2 25 | — | 21.7% | ||
| Q1 25 | — | 17.4% | ||
| Q4 24 | 32.8% | 19.2% | ||
| Q3 24 | 34.2% | 21.0% | ||
| Q2 24 | 32.0% | 22.6% |
净利率EXPIEX
| Q1 26 | — | 14.3% | ||
| Q4 25 | 18.5% | 14.3% | ||
| Q3 25 | 21.5% | 14.5% | ||
| Q2 25 | 19.4% | 15.2% | ||
| Q1 25 | 14.1% | 11.7% | ||
| Q4 24 | 21.4% | 14.3% | ||
| Q3 24 | 23.0% | 14.9% | ||
| Q2 24 | 22.0% | 17.5% |
每股收益（稀释后）EXPIEX
| Q1 26 | — | $1.71 | ||
| Q4 25 | $3.22 | $1.71 | ||
| Q3 25 | $4.23 | $1.70 | ||
| Q2 25 | $3.76 | $1.74 | ||
| Q1 25 | $2.01 | $1.26 | ||
| Q4 24 | $3.56 | $1.61 | ||
| Q3 24 | $4.26 | $1.57 | ||
| Q2 24 | $3.94 | $1.86 |
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 | $580.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $4.0B |
| 总资产 | $3.8B | $6.9B |
| 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EXPIEX
| Q1 26 | — | $580.0M | ||
| Q4 25 | $419.0M | $580.0M | ||
| Q3 25 | $35.0M | $593.8M | ||
| Q2 25 | $59.7M | $568.2M | ||
| Q1 25 | $20.4M | $594.1M | ||
| Q4 24 | $31.2M | $620.8M | ||
| Q3 24 | $93.9M | $633.2M | ||
| Q2 24 | $46.5M | $700.7M |
总债务EXPIEX
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | $1.2B | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $1.3B |
股东权益EXPIEX
| Q1 26 | — | $4.0B | ||
| Q4 25 | $1.5B | $4.0B | ||
| Q3 25 | $1.5B | $4.0B | ||
| Q2 25 | $1.5B | $4.0B | ||
| Q1 25 | $1.5B | $3.9B | ||
| Q4 24 | $1.5B | $3.8B | ||
| Q3 24 | $1.4B | $3.8B | ||
| Q2 24 | $1.4B | $3.7B |
总资产EXPIEX
| Q1 26 | — | $6.9B | ||
| Q4 25 | $3.8B | $6.9B | ||
| Q3 25 | $3.4B | $7.0B | ||
| Q2 25 | $3.4B | $6.9B | ||
| Q1 25 | $3.3B | $6.8B | ||
| Q4 24 | $3.0B | $6.7B | ||
| Q3 24 | $3.1B | $7.0B | ||
| Q2 24 | $3.0B | $5.9B |
负债/权益比EXPIEX
| Q1 26 | — | — | ||
| Q4 25 | — | 0.45× | ||
| Q3 25 | — | 0.48× | ||
| Q2 25 | — | 0.46× | ||
| Q1 25 | 0.86× | 0.50× | ||
| Q4 24 | — | 0.52× | ||
| Q3 24 | — | 0.55× | ||
| Q2 24 | — | 0.36× |
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 | $189.8M |
| 自由现金流率自由现金流/营收 | 10.9% | 21.1% |
| 资本支出强度资本支出/营收 | 19.8% | 7.1% |
| 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 | $715.2M |
8季度趋势，按日历期对齐
经营现金流EXPIEX
| Q1 26 | — | — | ||
| Q4 25 | $170.8M | $209.5M | ||
| Q3 25 | $204.6M | $203.5M | ||
| Q2 25 | $136.6M | $161.7M | ||
| Q1 25 | $62.8M | $105.7M | ||
| Q4 24 | $119.9M | $172.6M | ||
| Q3 24 | $233.3M | $205.3M | ||
| Q2 24 | $132.6M | $133.6M |
自由现金流EXPIEX
| Q1 26 | — | $189.8M | ||
| Q4 25 | $60.8M | $189.8M | ||
| Q3 25 | $96.1M | $188.7M | ||
| Q2 25 | $60.5M | $146.9M | ||
| Q1 25 | $14.5M | $91.4M | ||
| Q4 24 | $72.5M | $157.1M | ||
| Q3 24 | $166.8M | $191.6M | ||
| Q2 24 | $99.5M | $117.7M |
自由现金流率EXPIEX
| Q1 26 | — | 21.1% | ||
| Q4 25 | 10.9% | 21.1% | ||
| Q3 25 | 15.0% | 21.5% | ||
| Q2 25 | 9.5% | 17.0% | ||
| Q1 25 | 3.1% | 11.2% | ||
| Q4 24 | 13.0% | 18.2% | ||
| Q3 24 | 26.7% | 24.0% | ||
| Q2 24 | 16.3% | 14.6% |
资本支出强度EXPIEX
| Q1 26 | — | 7.1% | ||
| Q4 25 | 19.8% | 2.2% | ||
| Q3 25 | 17.0% | 1.7% | ||
| Q2 25 | 12.0% | 1.7% | ||
| Q1 25 | 10.3% | 1.8% | ||
| Q4 24 | 8.5% | 1.8% | ||
| Q3 24 | 10.7% | 1.7% | ||
| Q2 24 | 5.4% | 2.0% |
现金转化率EXPIEX
| Q1 26 | — | — | ||
| Q4 25 | 1.66× | 1.63× | ||
| Q3 25 | 1.49× | 1.59× | ||
| Q2 25 | 1.11× | 1.23× | ||
| Q1 25 | 0.94× | 1.11× | ||
| Q4 24 | 1.00× | 1.40× | ||
| Q3 24 | 1.63× | 1.72× | ||
| Q2 24 | 0.99× | 0.95× |
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% |
IEX
暂无分部数据
