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EAGLE MATERIALS INC（EXP）与LCI INDUSTRIES（LCII）财务数据对比。点击上方公司名可切换其他公司
LCI INDUSTRIES的季度营收约是EAGLE MATERIALS INC的1.7倍（$932.7M vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 2.0%，领先16.5%），LCI INDUSTRIES同比增速更快（16.1% vs -0.4%），LCI INDUSTRIES自由现金流更多（$64.3M vs $60.8M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs -1.8%）
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。
拉奇核心工业有限公司前身为巴基斯坦帝国化学工业公司，是一家总部位于卡拉奇的巴基斯坦综合性企业集团，业务覆盖聚酯、医药、农用化学品、纯碱及兽药等多品类产品的研发生产，在巴基斯坦本土工业领域拥有重要市场地位。
EXP vs LCII — 直观对比
营收规模更大
LCII
是对方的1.7倍
$556.0M
营收增速更快
LCII
高出16.5%
-0.4%
净利率更高
EXP
高出16.5%
2.0%
自由现金流更多
LCII
多$3.5M
$60.8M
两年增速更快
EXP
近两年复合增速
-1.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $932.7M |
| 净利润 | $102.9M | $18.7M |
| 毛利率 | 28.9% | 22.1% |
| 营业利润率 | — | 3.8% |
| 净利率 | 18.5% | 2.0% |
| 营收同比 | -0.4% | 16.1% |
| 净利润同比 | -13.9% | 95.7% |
| 每股收益（稀释后） | $3.22 | $0.79 |
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EXPLCII
| Q4 25 | $556.0M | $932.7M | ||
| Q3 25 | $638.9M | $1.0B | ||
| Q2 25 | $634.7M | $1.1B | ||
| Q1 25 | $470.2M | $1.0B | ||
| Q4 24 | $558.0M | $803.1M | ||
| Q3 24 | $623.6M | $915.5M | ||
| Q2 24 | $608.7M | $1.1B | ||
| Q1 24 | $476.7M | $968.0M |
净利润EXPLCII
| Q4 25 | $102.9M | $18.7M | ||
| Q3 25 | $137.4M | $62.5M | ||
| Q2 25 | $123.4M | $57.6M | ||
| Q1 25 | $66.5M | $49.4M | ||
| Q4 24 | $119.6M | $9.5M | ||
| Q3 24 | $143.5M | $35.6M | ||
| Q2 24 | $133.8M | $61.2M | ||
| Q1 24 | $77.1M | $36.5M |
毛利率EXPLCII
| Q4 25 | 28.9% | 22.1% | ||
| Q3 25 | 31.3% | 24.4% | ||
| Q2 25 | 29.2% | 24.4% | ||
| Q1 25 | 22.2% | 24.1% | ||
| Q4 24 | 31.9% | 21.1% | ||
| Q3 24 | 32.7% | 24.0% | ||
| Q2 24 | 30.7% | 25.3% | ||
| Q1 24 | 25.1% | 23.1% |
营业利润率EXPLCII
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 7.3% | ||
| Q2 25 | — | 7.9% | ||
| Q1 25 | — | 7.8% | ||
| Q4 24 | 32.8% | 2.0% | ||
| Q3 24 | 34.2% | 5.9% | ||
| Q2 24 | 32.0% | 8.6% | ||
| Q1 24 | 26.9% | 6.0% |
净利率EXPLCII
| Q4 25 | 18.5% | 2.0% | ||
| Q3 25 | 21.5% | 6.0% | ||
| Q2 25 | 19.4% | 5.2% | ||
| Q1 25 | 14.1% | 4.7% | ||
| Q4 24 | 21.4% | 1.2% | ||
| Q3 24 | 23.0% | 3.9% | ||
| Q2 24 | 22.0% | 5.8% | ||
| Q1 24 | 16.2% | 3.8% |
每股收益（稀释后）EXPLCII
| Q4 25 | $3.22 | $0.79 | ||
| Q3 25 | $4.23 | $2.55 | ||
| Q2 25 | $3.76 | $2.29 | ||
| Q1 25 | $2.01 | $1.94 | ||
| Q4 24 | $3.56 | $0.37 | ||
| Q3 24 | $4.26 | $1.39 | ||
| Q2 24 | $3.94 | $2.40 | ||
| Q1 24 | $2.23 | $1.44 |
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 | $222.6M |
| 总债务越低越好 | — | $945.2M |
| 股东权益账面价值 | $1.5B | $1.4B |
| 总资产 | $3.8B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资EXPLCII
| Q4 25 | $419.0M | $222.6M | ||
| Q3 25 | $35.0M | $199.7M | ||
| Q2 25 | $59.7M | $191.9M | ||
| Q1 25 | $20.4M | $231.2M | ||
| Q4 24 | $31.2M | $165.8M | ||
| Q3 24 | $93.9M | $161.2M | ||
| Q2 24 | $46.5M | $130.4M | ||
| Q1 24 | $34.9M | $22.6M |
总债务EXPLCII
| Q4 25 | — | $945.2M | ||
| Q3 25 | — | $947.8M | ||
| Q2 25 | — | $948.0M | ||
| Q1 25 | $1.2B | $938.3M | ||
| Q4 24 | — | $757.3M | ||
| Q3 24 | — | $822.5M | ||
| Q2 24 | — | $829.7M | ||
| Q1 24 | $1.1B | $855.3M |
股东权益EXPLCII
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.5B | $1.4B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.5B | $1.4B | ||
| Q4 24 | $1.5B | $1.4B | ||
| Q3 24 | $1.4B | $1.4B | ||
| Q2 24 | $1.4B | $1.4B | ||
| Q1 24 | $1.3B | $1.4B |
总资产EXPLCII
| Q4 25 | $3.8B | $3.2B | ||
| Q3 25 | $3.4B | $3.2B | ||
| Q2 25 | $3.4B | $3.2B | ||
| Q1 25 | $3.3B | $3.1B | ||
| Q4 24 | $3.0B | $2.9B | ||
| Q3 24 | $3.1B | $3.0B | ||
| Q2 24 | $3.0B | $3.0B | ||
| Q1 24 | $2.9B | $3.0B |
负债/权益比EXPLCII
| Q4 25 | — | 0.69× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 0.68× | ||
| Q1 25 | 0.86× | 0.69× | ||
| Q4 24 | — | 0.55× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | — | 0.60× | ||
| Q1 24 | 0.84× | 0.63× |
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 | $78.9M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $64.3M |
| 自由现金流率自由现金流/营收 | 10.9% | 6.9% |
| 资本支出强度资本支出/营收 | 19.8% | 1.6% |
| 现金转化率经营现金流/净利润 | 1.66× | 4.22× |
| 过去12个月自由现金流最近4个季度 | $231.8M | $278.3M |
8季度趋势，按日历期对齐
经营现金流EXPLCII
| Q4 25 | $170.8M | $78.9M | ||
| Q3 25 | $204.6M | $97.2M | ||
| Q2 25 | $136.6M | $112.2M | ||
| Q1 25 | $62.8M | $42.7M | ||
| Q4 24 | $119.9M | $106.6M | ||
| Q3 24 | $233.3M | $78.4M | ||
| Q2 24 | $132.6M | $192.9M | ||
| Q1 24 | $63.4M | $-7.7M |
自由现金流EXPLCII
| Q4 25 | $60.8M | $64.3M | ||
| Q3 25 | $96.1M | $80.9M | ||
| Q2 25 | $60.5M | $99.5M | ||
| Q1 25 | $14.5M | $33.7M | ||
| Q4 24 | $72.5M | $95.7M | ||
| Q3 24 | $166.8M | $68.3M | ||
| Q2 24 | $99.5M | $180.2M | ||
| Q1 24 | $30.9M | $-16.3M |
自由现金流率EXPLCII
| Q4 25 | 10.9% | 6.9% | ||
| Q3 25 | 15.0% | 7.8% | ||
| Q2 25 | 9.5% | 9.0% | ||
| Q1 25 | 3.1% | 3.2% | ||
| Q4 24 | 13.0% | 11.9% | ||
| Q3 24 | 26.7% | 7.5% | ||
| Q2 24 | 16.3% | 17.1% | ||
| Q1 24 | 6.5% | -1.7% |
资本支出强度EXPLCII
| Q4 25 | 19.8% | 1.6% | ||
| Q3 25 | 17.0% | 1.6% | ||
| Q2 25 | 12.0% | 1.2% | ||
| Q1 25 | 10.3% | 0.9% | ||
| Q4 24 | 8.5% | 1.4% | ||
| Q3 24 | 10.7% | 1.1% | ||
| Q2 24 | 5.4% | 1.2% | ||
| Q1 24 | 6.8% | 0.9% |
现金转化率EXPLCII
| Q4 25 | 1.66× | 4.22× | ||
| Q3 25 | 1.49× | 1.55× | ||
| Q2 25 | 1.11× | 1.95× | ||
| Q1 25 | 0.94× | 0.86× | ||
| Q4 24 | 1.00× | 11.17× | ||
| Q3 24 | 1.63× | 2.20× | ||
| Q2 24 | 0.99× | 3.15× | ||
| Q1 24 | 0.82× | -0.21× |
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% |
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
