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EAGLE MATERIALS INC（EXP）与JBT Marel Corp（JBTM）财务数据对比。点击上方公司名可切换其他公司
JBT Marel Corp的季度营收约是EAGLE MATERIALS INC的1.8倍（$1.0B vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 5.3%，领先13.2%），JBT Marel Corp同比增速更快（115.6% vs -0.4%），JBT Marel Corp自由现金流更多（$83.5M vs $60.8M），过去两年JBT Marel Corp的营收复合增速更高（60.3% 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。
JBT Marel Corp（原称JBT公司、约翰宾技术公司）是主营食品加工机械及自动化车辆的企业，2008年由FMC技术公司拆分非能源业务独立注册成立，总部位于美国伊利诺伊州芝加哥，发展历史可追溯至1884年加州洛斯加托斯果园主约翰·宾创办的企业。
EXP vs JBTM — 直观对比
营收规模更大
JBTM
是对方的1.8倍
$556.0M
营收增速更快
JBTM
高出115.9%
-0.4%
净利率更高
EXP
高出13.2%
5.3%
自由现金流更多
JBTM
多$22.7M
$60.8M
两年增速更快
JBTM
近两年复合增速
8.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $1.0B |
| 净利润 | $102.9M | $53.1M |
| 毛利率 | 28.9% | 34.5% |
| 营业利润率 | — | 7.2% |
| 净利率 | 18.5% | 5.3% |
| 营收同比 | -0.4% | 115.6% |
| 净利润同比 | -13.9% | 858.6% |
| 每股收益（稀释后） | $3.22 | $1.04 |
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EXPJBTM
| Q4 25 | $556.0M | $1.0B | ||
| Q3 25 | $638.9M | $1.0B | ||
| Q2 25 | $634.7M | $934.8M | ||
| Q1 25 | $470.2M | $854.1M | ||
| Q4 24 | $558.0M | $467.6M | ||
| Q3 24 | $623.6M | $453.8M | ||
| Q2 24 | $608.7M | $402.3M | ||
| Q1 24 | $476.7M | $392.3M |
净利润EXPJBTM
| Q4 25 | $102.9M | $53.1M | ||
| Q3 25 | $137.4M | $66.0M | ||
| Q2 25 | $123.4M | $3.4M | ||
| Q1 25 | $66.5M | $-173.0M | ||
| Q4 24 | $119.6M | $-7.0M | ||
| Q3 24 | $143.5M | $38.9M | ||
| Q2 24 | $133.8M | $30.7M | ||
| Q1 24 | $77.1M | $22.8M |
毛利率EXPJBTM
| Q4 25 | 28.9% | 34.5% | ||
| Q3 25 | 31.3% | 35.9% | ||
| Q2 25 | 29.2% | 35.8% | ||
| Q1 25 | 22.2% | 34.2% | ||
| Q4 24 | 31.9% | 38.4% | ||
| Q3 24 | 32.7% | 36.1% | ||
| Q2 24 | 30.7% | 35.6% | ||
| Q1 24 | 25.1% | 35.8% |
营业利润率EXPJBTM
| Q4 25 | — | 7.2% | ||
| Q3 25 | — | 10.2% | ||
| Q2 25 | — | 5.2% | ||
| Q1 25 | — | -3.9% | ||
| Q4 24 | 32.8% | 3.4% | ||
| Q3 24 | 34.2% | 10.3% | ||
| Q2 24 | 32.0% | 6.7% | ||
| Q1 24 | 26.9% | 7.4% |
净利率EXPJBTM
| Q4 25 | 18.5% | 5.3% | ||
| Q3 25 | 21.5% | 6.6% | ||
| Q2 25 | 19.4% | 0.4% | ||
| Q1 25 | 14.1% | -20.3% | ||
| Q4 24 | 21.4% | -1.5% | ||
| Q3 24 | 23.0% | 8.6% | ||
| Q2 24 | 22.0% | 7.6% | ||
| Q1 24 | 16.2% | 5.8% |
每股收益（稀释后）EXPJBTM
| Q4 25 | $3.22 | $1.04 | ||
| Q3 25 | $4.23 | $1.26 | ||
| Q2 25 | $3.76 | $0.07 | ||
| Q1 25 | $2.01 | $-3.35 | ||
| Q4 24 | $3.56 | $-0.22 | ||
| Q3 24 | $4.26 | $1.21 | ||
| Q2 24 | $3.94 | $0.95 | ||
| Q1 24 | $2.23 | $0.71 |
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 | $167.9M |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $1.5B | $4.5B |
| 总资产 | $3.8B | $8.2B |
| 负债/权益比越低杠杆越低 | — | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资EXPJBTM
| Q4 25 | $419.0M | $167.9M | ||
| Q3 25 | $35.0M | — | ||
| Q2 25 | $59.7M | — | ||
| Q1 25 | $20.4M | — | ||
| Q4 24 | $31.2M | $1.2B | ||
| Q3 24 | $93.9M | — | ||
| Q2 24 | $46.5M | — | ||
| Q1 24 | $34.9M | — |
总债务EXPJBTM
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | $1.2B | $2.0B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $648.3M | ||
| Q2 24 | — | $647.7M | ||
| Q1 24 | $1.1B | $647.0M |
股东权益EXPJBTM
| Q4 25 | $1.5B | $4.5B | ||
| Q3 25 | $1.5B | $4.4B | ||
| Q2 25 | $1.5B | $4.4B | ||
| Q1 25 | $1.5B | $4.1B | ||
| Q4 24 | $1.5B | $1.5B | ||
| Q3 24 | $1.4B | $1.6B | ||
| Q2 24 | $1.4B | $1.5B | ||
| Q1 24 | $1.3B | $1.5B |
总资产EXPJBTM
| Q4 25 | $3.8B | $8.2B | ||
| Q3 25 | $3.4B | $8.2B | ||
| Q2 25 | $3.4B | $8.3B | ||
| Q1 25 | $3.3B | $8.0B | ||
| Q4 24 | $3.0B | $3.4B | ||
| Q3 24 | $3.1B | $2.8B | ||
| Q2 24 | $3.0B | $2.7B | ||
| Q1 24 | $2.9B | $2.7B |
负债/权益比EXPJBTM
| Q4 25 | — | 0.33× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | 0.86× | 0.48× | ||
| Q4 24 | — | 0.81× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.43× | ||
| Q1 24 | 0.84× | 0.43× |
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 | $117.4M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $83.5M |
| 自由现金流率自由现金流/营收 | 10.9% | 8.3% |
| 资本支出强度资本支出/营收 | 19.8% | 3.4% |
| 现金转化率经营现金流/净利润 | 1.66× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $231.8M | $238.1M |
8季度趋势，按日历期对齐
经营现金流EXPJBTM
| Q4 25 | $170.8M | $117.4M | ||
| Q3 25 | $204.6M | $87.7M | ||
| Q2 25 | $136.6M | $102.2M | ||
| Q1 25 | $62.8M | $34.4M | ||
| Q4 24 | $119.9M | $128.7M | ||
| Q3 24 | $233.3M | $71.9M | ||
| Q2 24 | $132.6M | $21.6M | ||
| Q1 24 | $63.4M | $10.4M |
自由现金流EXPJBTM
| Q4 25 | $60.8M | $83.5M | ||
| Q3 25 | $96.1M | $56.5M | ||
| Q2 25 | $60.5M | $83.7M | ||
| Q1 25 | $14.5M | $14.4M | ||
| Q4 24 | $72.5M | $118.7M | ||
| Q3 24 | $166.8M | $65.0M | ||
| Q2 24 | $99.5M | $11.1M | ||
| Q1 24 | $30.9M | $-100.0K |
自由现金流率EXPJBTM
| Q4 25 | 10.9% | 8.3% | ||
| Q3 25 | 15.0% | 5.6% | ||
| Q2 25 | 9.5% | 9.0% | ||
| Q1 25 | 3.1% | 1.7% | ||
| Q4 24 | 13.0% | 25.4% | ||
| Q3 24 | 26.7% | 14.3% | ||
| Q2 24 | 16.3% | 2.8% | ||
| Q1 24 | 6.5% | -0.0% |
资本支出强度EXPJBTM
| Q4 25 | 19.8% | 3.4% | ||
| Q3 25 | 17.0% | 3.1% | ||
| Q2 25 | 12.0% | 2.0% | ||
| Q1 25 | 10.3% | 2.3% | ||
| Q4 24 | 8.5% | 2.1% | ||
| Q3 24 | 10.7% | 1.5% | ||
| Q2 24 | 5.4% | 2.6% | ||
| Q1 24 | 6.8% | 2.7% |
现金转化率EXPJBTM
| Q4 25 | 1.66× | 2.21× | ||
| Q3 25 | 1.49× | 1.33× | ||
| Q2 25 | 1.11× | 30.06× | ||
| Q1 25 | 0.94× | — | ||
| Q4 24 | 1.00× | — | ||
| Q3 24 | 1.63× | 1.85× | ||
| Q2 24 | 0.99× | 0.70× | ||
| Q1 24 | 0.82× | 0.46× |
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% |
JBTM
暂无分部数据
