vs
EAGLE MATERIALS INC（EXP）与LANDS' END, INC.（LE）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LANDS' END, INC.的1.8倍（$556.0M vs $317.5M），EAGLE MATERIALS INC净利率更高（18.5% vs 1.6%，领先16.9%），LANDS' END, INC.同比增速更快（0.1% vs -0.4%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $-22.4M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs -0.9%）
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。
Lands' End是1963年诞生于美国芝加哥的服饰零售品牌，最初以邮购游艇用品起家，目前业务拓展至服饰、箱包与家居用品领域。截至2024年2月，品牌在美国本土共开设26家门店，总部位于威斯康星州道奇维尔。品牌名源自地名兰兹角，因创立时印刷错了撇号位置又无力重印，错拼的名称便沿用至今。
EXP vs LE — 直观对比
营收规模更大
EXP
是对方的1.8倍
$317.5M
营收增速更快
LE
高出0.5%
-0.4%
净利率更高
EXP
高出16.9%
1.6%
自由现金流更多
EXP
多$83.2M
$-22.4M
两年增速更快
EXP
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $317.5M |
| 净利润 | $102.9M | $5.2M |
| 毛利率 | 28.9% | 51.8% |
| 营业利润率 | — | 5.3% |
| 净利率 | 18.5% | 1.6% |
| 营收同比 | -0.4% | 0.1% |
| 净利润同比 | -13.9% | 198.3% |
| 每股收益（稀释后） | $3.22 | $0.17 |
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EXPLE
| Q4 25 | $556.0M | $317.5M | ||
| Q3 25 | $638.9M | — | ||
| Q2 25 | $634.7M | $261.2M | ||
| Q1 25 | $470.2M | — | ||
| Q4 24 | $558.0M | $318.6M | ||
| Q3 24 | $623.6M | $317.2M | ||
| Q2 24 | $608.7M | $285.5M | ||
| Q1 24 | $476.7M | $514.9M |
净利润EXPLE
| Q4 25 | $102.9M | $5.2M | ||
| Q3 25 | $137.4M | — | ||
| Q2 25 | $123.4M | $-8.3M | ||
| Q1 25 | $66.5M | — | ||
| Q4 24 | $119.6M | $-593.0K | ||
| Q3 24 | $143.5M | $-5.3M | ||
| Q2 24 | $133.8M | $-6.4M | ||
| Q1 24 | $77.1M | $-8.6M |
毛利率EXPLE
| Q4 25 | 28.9% | 51.8% | ||
| Q3 25 | 31.3% | — | ||
| Q2 25 | 29.2% | 50.8% | ||
| Q1 25 | 22.2% | — | ||
| Q4 24 | 31.9% | 50.6% | ||
| Q3 24 | 32.7% | 47.9% | ||
| Q2 24 | 30.7% | 48.7% | ||
| Q1 24 | 25.1% | 38.0% |
营业利润率EXPLE
| Q4 25 | — | 5.3% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -0.9% | ||
| Q1 25 | — | — | ||
| Q4 24 | 32.8% | 2.9% | ||
| Q3 24 | 34.2% | 0.8% | ||
| Q2 24 | 32.0% | 0.8% | ||
| Q1 24 | 26.9% | 1.6% |
净利率EXPLE
| Q4 25 | 18.5% | 1.6% | ||
| Q3 25 | 21.5% | — | ||
| Q2 25 | 19.4% | -3.2% | ||
| Q1 25 | 14.1% | — | ||
| Q4 24 | 21.4% | -0.2% | ||
| Q3 24 | 23.0% | -1.7% | ||
| Q2 24 | 22.0% | -2.3% | ||
| Q1 24 | 16.2% | -1.7% |
每股收益（稀释后）EXPLE
| Q4 25 | $3.22 | $0.17 | ||
| Q3 25 | $4.23 | — | ||
| Q2 25 | $3.76 | $-0.27 | ||
| Q1 25 | $2.01 | — | ||
| Q4 24 | $3.56 | $-0.02 | ||
| Q3 24 | $4.26 | $-0.17 | ||
| Q2 24 | $3.94 | $-0.20 | ||
| Q1 24 | $2.23 | $-0.27 |
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 | $36.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $231.0M |
| 总资产 | $3.8B | $852.7M |
| 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EXPLE
| Q4 25 | $419.0M | $36.3M | ||
| Q3 25 | $35.0M | — | ||
| Q2 25 | $59.7M | $18.1M | ||
| Q1 25 | $20.4M | — | ||
| Q4 24 | $31.2M | $30.4M | ||
| Q3 24 | $93.9M | $25.6M | ||
| Q2 24 | $46.5M | $27.4M | ||
| Q1 24 | $34.9M | $25.3M |
总债务EXPLE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.1B | — |
股东权益EXPLE
| Q4 25 | $1.5B | $231.0M | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | $230.1M | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | $223.6M | ||
| Q3 24 | $1.4B | $226.5M | ||
| Q2 24 | $1.4B | $234.6M | ||
| Q1 24 | $1.3B | $241.6M |
总资产EXPLE
| Q4 25 | $3.8B | $852.7M | ||
| Q3 25 | $3.4B | — | ||
| Q2 25 | $3.4B | $760.5M | ||
| Q1 25 | $3.3B | — | ||
| Q4 24 | $3.0B | $843.6M | ||
| Q3 24 | $3.1B | $802.5M | ||
| Q2 24 | $3.0B | $800.1M | ||
| Q1 24 | $2.9B | $811.5M |
负债/权益比EXPLE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | — | — | ||
| 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 | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $-22.4M |
| 自由现金流率自由现金流/营收 | 10.9% | -7.1% |
| 资本支出强度资本支出/营收 | 19.8% | 2.1% |
| 现金转化率经营现金流/净利润 | 1.66× | -3.03× |
| 过去12个月自由现金流最近4个季度 | $231.8M | $-55.0M |
8季度趋势，按日历期对齐
经营现金流EXPLE
| Q4 25 | $170.8M | $-15.7M | ||
| Q3 25 | $204.6M | — | ||
| Q2 25 | $136.6M | $-22.5M | ||
| Q1 25 | $62.8M | — | ||
| Q4 24 | $119.9M | $-17.1M | ||
| Q3 24 | $233.3M | $30.7M | ||
| Q2 24 | $132.6M | $-25.8M | ||
| Q1 24 | $63.4M | $93.9M |
自由现金流EXPLE
| Q4 25 | $60.8M | $-22.4M | ||
| Q3 25 | $96.1M | — | ||
| Q2 25 | $60.5M | $-30.7M | ||
| Q1 25 | $14.5M | — | ||
| Q4 24 | $72.5M | $-27.8M | ||
| Q3 24 | $166.8M | $26.0M | ||
| Q2 24 | $99.5M | $-32.6M | ||
| Q1 24 | $30.9M | $87.5M |
自由现金流率EXPLE
| Q4 25 | 10.9% | -7.1% | ||
| Q3 25 | 15.0% | — | ||
| Q2 25 | 9.5% | -11.8% | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | 13.0% | -8.7% | ||
| Q3 24 | 26.7% | 8.2% | ||
| Q2 24 | 16.3% | -11.4% | ||
| Q1 24 | 6.5% | 17.0% |
资本支出强度EXPLE
| Q4 25 | 19.8% | 2.1% | ||
| Q3 25 | 17.0% | — | ||
| Q2 25 | 12.0% | 3.2% | ||
| Q1 25 | 10.3% | — | ||
| Q4 24 | 8.5% | 3.3% | ||
| Q3 24 | 10.7% | 1.5% | ||
| Q2 24 | 5.4% | 2.4% | ||
| Q1 24 | 6.8% | 1.2% |
现金转化率EXPLE
| Q4 25 | 1.66× | -3.03× | ||
| Q3 25 | 1.49× | — | ||
| Q2 25 | 1.11× | — | ||
| Q1 25 | 0.94× | — | ||
| Q4 24 | 1.00× | — | ||
| Q3 24 | 1.63× | — | ||
| Q2 24 | 0.99× | — | ||
| 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% |
LE
| U Se Commerce | $179.8M | 57% |
| Business Outfitters Revenue | $78.8M | 25% |
| Licensing And Retail | $20.2M | 6% |
| Other | $19.8M | 6% |
| Third Party | $18.9M | 6% |
