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EAGLE MATERIALS INC（EXP）与Knife River Corp（KNF）财务数据对比。点击上方公司名可切换其他公司
Knife River Corp的季度营收约是EAGLE MATERIALS INC的1.4倍（$755.1M vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 4.2%，领先14.3%），Knife River Corp同比增速更快（14.9% vs -0.4%），Knife River Corp自由现金流更多（$138.2M vs $60.8M），过去两年Knife River Corp的营收复合增速更高（51.4% 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。
哥伦比亚河刀具工具公司（CRKT）是1994年成立的美国刀具企业，总部位于美国俄勒冈州图拉丁，主营各类刀具相关产品，目前由罗德·布雷默担任总裁兼销售主管，佩吉·布雷默担任财务主管。
EXP vs KNF — 直观对比
营收规模更大
KNF
是对方的1.4倍
$556.0M
营收增速更快
KNF
高出15.3%
-0.4%
净利率更高
EXP
高出14.3%
4.2%
自由现金流更多
KNF
多$77.4M
$60.8M
两年增速更快
KNF
近两年复合增速
8.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $755.1M |
| 净利润 | $102.9M | $32.0M |
| 毛利率 | 28.9% | 19.2% |
| 营业利润率 | — | 8.6% |
| 净利率 | 18.5% | 4.2% |
| 营收同比 | -0.4% | 14.9% |
| 净利润同比 | -13.9% | 37.6% |
| 每股收益（稀释后） | $3.22 | $0.56 |
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EXPKNF
| Q4 25 | $556.0M | $755.1M | ||
| Q3 25 | $638.9M | $1.2B | ||
| Q2 25 | $634.7M | $833.8M | ||
| Q1 25 | $470.2M | $353.5M | ||
| Q4 24 | $558.0M | $657.2M | ||
| Q3 24 | $623.6M | $1.1B | ||
| Q2 24 | $608.7M | $806.9M | ||
| Q1 24 | $476.7M | $329.6M |
净利润EXPKNF
| Q4 25 | $102.9M | $32.0M | ||
| Q3 25 | $137.4M | $143.2M | ||
| Q2 25 | $123.4M | $50.6M | ||
| Q1 25 | $66.5M | $-68.7M | ||
| Q4 24 | $119.6M | $23.3M | ||
| Q3 24 | $143.5M | $148.1M | ||
| Q2 24 | $133.8M | $77.9M | ||
| Q1 24 | $77.1M | $-47.6M |
毛利率EXPKNF
| Q4 25 | 28.9% | 19.2% | ||
| Q3 25 | 31.3% | 23.6% | ||
| Q2 25 | 29.2% | 18.9% | ||
| Q1 25 | 22.2% | -2.7% | ||
| Q4 24 | 31.9% | 17.4% | ||
| Q3 24 | 32.7% | 24.7% | ||
| Q2 24 | 30.7% | 21.8% | ||
| Q1 24 | 25.1% | 2.0% |
营业利润率EXPKNF
| Q4 25 | — | 8.6% | ||
| Q3 25 | — | 17.9% | ||
| Q2 25 | — | 10.6% | ||
| Q1 25 | — | -23.4% | ||
| Q4 24 | 32.8% | 6.7% | ||
| Q3 24 | 34.2% | 18.9% | ||
| Q2 24 | 32.0% | 14.5% | ||
| Q1 24 | 26.9% | -16.3% |
净利率EXPKNF
| Q4 25 | 18.5% | 4.2% | ||
| Q3 25 | 21.5% | 11.9% | ||
| Q2 25 | 19.4% | 6.1% | ||
| Q1 25 | 14.1% | -19.4% | ||
| Q4 24 | 21.4% | 3.5% | ||
| Q3 24 | 23.0% | 13.4% | ||
| Q2 24 | 22.0% | 9.7% | ||
| Q1 24 | 16.2% | -14.5% |
每股收益（稀释后）EXPKNF
| Q4 25 | $3.22 | $0.56 | ||
| Q3 25 | $4.23 | $2.52 | ||
| Q2 25 | $3.76 | $0.89 | ||
| Q1 25 | $2.01 | $-1.21 | ||
| Q4 24 | $3.56 | $0.42 | ||
| Q3 24 | $4.26 | $2.60 | ||
| Q2 24 | $3.94 | $1.37 | ||
| Q1 24 | $2.23 | $-0.84 |
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 | $73.8M |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $1.5B | $1.6B |
| 总资产 | $3.8B | $3.7B |
| 负债/权益比越低杠杆越低 | — | 0.71× |
8季度趋势，按日历期对齐
现金及短期投资EXPKNF
| Q4 25 | $419.0M | $73.8M | ||
| Q3 25 | $35.0M | $30.7M | ||
| Q2 25 | $59.7M | $26.6M | ||
| Q1 25 | $20.4M | $86.1M | ||
| Q4 24 | $31.2M | $236.8M | ||
| Q3 24 | $93.9M | $220.4M | ||
| Q2 24 | $46.5M | $15.5M | ||
| Q1 24 | $34.9M | $128.4M |
总债务EXPKNF
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | $1.2B | $1.2B | ||
| Q4 24 | — | $677.4M | ||
| Q3 24 | — | $678.5M | ||
| Q2 24 | — | $679.5M | ||
| Q1 24 | $1.1B | $680.6M |
股东权益EXPKNF
| Q4 25 | $1.5B | $1.6B | ||
| Q3 25 | $1.5B | $1.6B | ||
| Q2 25 | $1.5B | $1.5B | ||
| Q1 25 | $1.5B | $1.4B | ||
| Q4 24 | $1.5B | $1.5B | ||
| Q3 24 | $1.4B | $1.4B | ||
| Q2 24 | $1.4B | $1.3B | ||
| Q1 24 | $1.3B | $1.2B |
总资产EXPKNF
| Q4 25 | $3.8B | $3.7B | ||
| Q3 25 | $3.4B | $3.7B | ||
| Q2 25 | $3.4B | $3.6B | ||
| Q1 25 | $3.3B | $3.3B | ||
| Q4 24 | $3.0B | $2.9B | ||
| Q3 24 | $3.1B | $2.9B | ||
| Q2 24 | $3.0B | $2.7B | ||
| Q1 24 | $2.9B | $2.5B |
负债/权益比EXPKNF
| Q4 25 | — | 0.71× | ||
| Q3 25 | — | 0.74× | ||
| Q2 25 | — | 0.93× | ||
| Q1 25 | 0.86× | 0.83× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 0.52× | ||
| Q1 24 | 0.84× | 0.56× |
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 | $195.9M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $138.2M |
| 自由现金流率自由现金流/营收 | 10.9% | 18.3% |
| 资本支出强度资本支出/营收 | 19.8% | 7.6% |
| 现金转化率经营现金流/净利润 | 1.66× | 6.12× |
| 过去12个月自由现金流最近4个季度 | $231.8M | $-69.6M |
8季度趋势，按日历期对齐
经营现金流EXPKNF
| Q4 25 | $170.8M | $195.9M | ||
| Q3 25 | $204.6M | $250.4M | ||
| Q2 25 | $136.6M | $-42.6M | ||
| Q1 25 | $62.8M | $-125.3M | ||
| Q4 24 | $119.9M | $172.4M | ||
| Q3 24 | $233.3M | $239.7M | ||
| Q2 24 | $132.6M | $-46.6M | ||
| Q1 24 | $63.4M | $-43.2M |
自由现金流EXPKNF
| Q4 25 | $60.8M | $138.2M | ||
| Q3 25 | $96.1M | $188.7M | ||
| Q2 25 | $60.5M | $-196.2M | ||
| Q1 25 | $14.5M | $-200.2M | ||
| Q4 24 | $72.5M | $127.2M | ||
| Q3 24 | $166.8M | $216.1M | ||
| Q2 24 | $99.5M | $-106.5M | ||
| Q1 24 | $30.9M | $-86.9M |
自由现金流率EXPKNF
| Q4 25 | 10.9% | 18.3% | ||
| Q3 25 | 15.0% | 15.7% | ||
| Q2 25 | 9.5% | -23.5% | ||
| Q1 25 | 3.1% | -56.6% | ||
| Q4 24 | 13.0% | 19.3% | ||
| Q3 24 | 26.7% | 19.6% | ||
| Q2 24 | 16.3% | -13.2% | ||
| Q1 24 | 6.5% | -26.4% |
资本支出强度EXPKNF
| Q4 25 | 19.8% | 7.6% | ||
| Q3 25 | 17.0% | 5.1% | ||
| Q2 25 | 12.0% | 18.4% | ||
| Q1 25 | 10.3% | 21.2% | ||
| Q4 24 | 8.5% | 6.9% | ||
| Q3 24 | 10.7% | 2.1% | ||
| Q2 24 | 5.4% | 7.4% | ||
| Q1 24 | 6.8% | 13.3% |
现金转化率EXPKNF
| Q4 25 | 1.66× | 6.12× | ||
| Q3 25 | 1.49× | 1.75× | ||
| Q2 25 | 1.11× | -0.84× | ||
| Q1 25 | 0.94× | — | ||
| Q4 24 | 1.00× | 7.41× | ||
| Q3 24 | 1.63× | 1.62× | ||
| Q2 24 | 0.99× | -0.60× | ||
| Q1 24 | 0.82× | — |
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% |
KNF
| Services | $347.2M | 46% |
| Ready Mix Concrete | $88.4M | 12% |
| Contracting Services Public Sector | $80.2M | 11% |
| Aggregates | $73.9M | 10% |
| Energy Services Segment | $56.2M | 7% |
| Liquid Asphalt | $49.1M | 7% |
| Other | $43.2M | 6% |
| Asphalt | $22.7M | 3% |
