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EAGLE MATERIALS INC（EXP）与Kosmos Energy Ltd.（KOS）财务数据对比。点击上方公司名可切换其他公司
EAGLE MATERIALS INC的季度营收约是Kosmos Energy Ltd.的1.9倍（$556.0M vs $294.6M），EAGLE MATERIALS INC同比增速更快（-0.4% vs -25.9%），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs -16.5%）
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。
科斯莫斯能源是一家美国上游石油企业，总部位于得克萨斯州达拉斯。公司目前在加纳、赤道几内亚近海以及墨西哥湾开展油气生产与开发业务，在毛里塔尼亚、塞内加尔近海拥有开发项目，还在纳米比亚、圣多美和普林西比、苏里南近海持有勘探许可。
EXP vs KOS — 直观对比
营收规模更大
EXP
是对方的1.9倍
$294.6M
营收增速更快
EXP
高出25.5%
-25.9%
两年增速更快
EXP
近两年复合增速
-16.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $294.6M |
| 净利润 | $102.9M | — |
| 毛利率 | 28.9% | — |
| 营业利润率 | — | -125.7% |
| 净利率 | 18.5% | — |
| 营收同比 | -0.4% | -25.9% |
| 净利润同比 | -13.9% | — |
| 每股收益（稀释后） | $3.22 | $-0.80 |
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EXPKOS
| Q4 25 | $556.0M | $294.6M | ||
| Q3 25 | $638.9M | $311.0M | ||
| Q2 25 | $634.7M | $392.6M | ||
| Q1 25 | $470.2M | $290.1M | ||
| Q4 24 | $558.0M | $397.6M | ||
| Q3 24 | $623.6M | $407.8M | ||
| Q2 24 | $608.7M | $447.8M | ||
| Q1 24 | $476.7M | $422.3M |
净利润EXPKOS
| Q4 25 | $102.9M | — | ||
| Q3 25 | $137.4M | $-124.3M | ||
| Q2 25 | $123.4M | $-87.7M | ||
| Q1 25 | $66.5M | $-110.6M | ||
| Q4 24 | $119.6M | — | ||
| Q3 24 | $143.5M | $45.0M | ||
| Q2 24 | $133.8M | $59.8M | ||
| Q1 24 | $77.1M | $91.7M |
毛利率EXPKOS
| Q4 25 | 28.9% | — | ||
| Q3 25 | 31.3% | — | ||
| Q2 25 | 29.2% | — | ||
| Q1 25 | 22.2% | — | ||
| Q4 24 | 31.9% | — | ||
| Q3 24 | 32.7% | — | ||
| Q2 24 | 30.7% | — | ||
| Q1 24 | 25.1% | — |
营业利润率EXPKOS
| Q4 25 | — | -125.7% | ||
| Q3 25 | — | -34.2% | ||
| Q2 25 | — | -16.2% | ||
| Q1 25 | — | -32.4% | ||
| Q4 24 | 32.8% | -8.5% | ||
| Q3 24 | 34.2% | 26.1% | ||
| Q2 24 | 32.0% | 30.2% | ||
| Q1 24 | 26.9% | 33.6% |
净利率EXPKOS
| Q4 25 | 18.5% | — | ||
| Q3 25 | 21.5% | -40.0% | ||
| Q2 25 | 19.4% | -22.3% | ||
| Q1 25 | 14.1% | -38.1% | ||
| Q4 24 | 21.4% | — | ||
| Q3 24 | 23.0% | 11.0% | ||
| Q2 24 | 22.0% | 13.3% | ||
| Q1 24 | 16.2% | 21.7% |
每股收益（稀释后）EXPKOS
| Q4 25 | $3.22 | $-0.80 | ||
| Q3 25 | $4.23 | $-0.26 | ||
| Q2 25 | $3.76 | $-0.18 | ||
| Q1 25 | $2.01 | $-0.23 | ||
| Q4 24 | $3.56 | $0.00 | ||
| Q3 24 | $4.26 | $0.09 | ||
| Q2 24 | $3.94 | $0.12 | ||
| Q1 24 | $2.23 | $0.19 |
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 | $91.5M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $1.5B | $528.6M |
| 总资产 | $3.8B | $4.7B |
| 负债/权益比越低杠杆越低 | — | 5.78× |
8季度趋势，按日历期对齐
现金及短期投资EXPKOS
| Q4 25 | $419.0M | $91.5M | ||
| Q3 25 | $35.0M | $64.0M | ||
| Q2 25 | $59.7M | $51.7M | ||
| Q1 25 | $20.4M | $49.8M | ||
| Q4 24 | $31.2M | $85.0M | ||
| Q3 24 | $93.9M | $51.6M | ||
| Q2 24 | $46.5M | $173.8M | ||
| Q1 24 | $34.9M | $254.3M |
总债务EXPKOS
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.1B | — |
股东权益EXPKOS
| Q4 25 | $1.5B | $528.6M | ||
| Q3 25 | $1.5B | $898.8M | ||
| Q2 25 | $1.5B | $1.0B | ||
| Q1 25 | $1.5B | $1.1B | ||
| Q4 24 | $1.5B | $1.2B | ||
| Q3 24 | $1.4B | $1.2B | ||
| Q2 24 | $1.4B | $1.1B | ||
| Q1 24 | $1.3B | $1.1B |
总资产EXPKOS
| Q4 25 | $3.8B | $4.7B | ||
| Q3 25 | $3.4B | $5.1B | ||
| Q2 25 | $3.4B | $5.2B | ||
| Q1 25 | $3.3B | $5.3B | ||
| Q4 24 | $3.0B | $5.3B | ||
| Q3 24 | $3.1B | $5.5B | ||
| Q2 24 | $3.0B | $5.4B | ||
| Q1 24 | $2.9B | $5.4B |
负债/权益比EXPKOS
| Q4 25 | — | 5.78× | ||
| Q3 25 | — | 3.31× | ||
| Q2 25 | — | 2.80× | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | — | 2.29× | ||
| 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 | $35.3M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | — |
| 自由现金流率自由现金流/营收 | 10.9% | — |
| 资本支出强度资本支出/营收 | 19.8% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流EXPKOS
| Q4 25 | $170.8M | $35.3M | ||
| Q3 25 | $204.6M | $-27.6M | ||
| Q2 25 | $136.6M | $127.2M | ||
| Q1 25 | $62.8M | $-888.0K | ||
| Q4 24 | $119.9M | $175.7M | ||
| Q3 24 | $233.3M | $6.3M | ||
| Q2 24 | $132.6M | $223.7M | ||
| Q1 24 | $63.4M | $272.6M |
自由现金流EXPKOS
| Q4 25 | $60.8M | — | ||
| Q3 25 | $96.1M | — | ||
| Q2 25 | $60.5M | — | ||
| Q1 25 | $14.5M | — | ||
| Q4 24 | $72.5M | — | ||
| Q3 24 | $166.8M | — | ||
| Q2 24 | $99.5M | — | ||
| Q1 24 | $30.9M | — |
自由现金流率EXPKOS
| Q4 25 | 10.9% | — | ||
| Q3 25 | 15.0% | — | ||
| Q2 25 | 9.5% | — | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | 13.0% | — | ||
| Q3 24 | 26.7% | — | ||
| Q2 24 | 16.3% | — | ||
| Q1 24 | 6.5% | — |
资本支出强度EXPKOS
| Q4 25 | 19.8% | — | ||
| Q3 25 | 17.0% | — | ||
| Q2 25 | 12.0% | — | ||
| Q1 25 | 10.3% | — | ||
| Q4 24 | 8.5% | — | ||
| Q3 24 | 10.7% | — | ||
| Q2 24 | 5.4% | — | ||
| Q1 24 | 6.8% | — |
现金转化率EXPKOS
| Q4 25 | 1.66× | — | ||
| Q3 25 | 1.49× | — | ||
| Q2 25 | 1.11× | — | ||
| Q1 25 | 0.94× | — | ||
| Q4 24 | 1.00× | — | ||
| Q3 24 | 1.63× | 0.14× | ||
| Q2 24 | 0.99× | 3.74× | ||
| Q1 24 | 0.82× | 2.97× |
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% |
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |
