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EAGLE MATERIALS INC（EXP）与LifeStance Health Group, Inc.（LFST）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LifeStance Health Group, Inc.的1.5倍（$556.0M vs $382.2M），EAGLE MATERIALS INC净利率更高（18.5% vs 3.1%，领先15.5%），LifeStance Health Group, Inc.同比增速更快（17.4% vs -0.4%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $46.6M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% 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。
LifeStance Health Group是美国的门诊行为健康服务提供商，支持线下面诊与远程诊疗两种服务模式，业务涵盖心理咨询、精神科诊疗、经颅磁刺激（TMS）以及氯胺酮治疗等。该公司曾多次因劳动违规、客户信息泄露及误导投资者相关问题遭遇诉讼。
EXP vs LFST — 直观对比
营收规模更大
EXP
是对方的1.5倍
$382.2M
营收增速更快
LFST
高出17.8%
-0.4%
净利率更高
EXP
高出15.5%
3.1%
自由现金流更多
EXP
多$14.1M
$46.6M
两年增速更快
LFST
近两年复合增速
8.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $382.2M |
| 净利润 | $102.9M | $11.7M |
| 毛利率 | 28.9% | — |
| 营业利润率 | — | 4.7% |
| 净利率 | 18.5% | 3.1% |
| 营收同比 | -0.4% | 17.4% |
| 净利润同比 | -13.9% | 264.1% |
| 每股收益（稀释后） | $3.22 | — |
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EXPLFST
| Q4 25 | $556.0M | $382.2M | ||
| Q3 25 | $638.9M | $363.8M | ||
| Q2 25 | $634.7M | $345.3M | ||
| Q1 25 | $470.2M | $333.0M | ||
| Q4 24 | $558.0M | $325.5M | ||
| Q3 24 | $623.6M | $312.7M | ||
| Q2 24 | $608.7M | $312.3M | ||
| Q1 24 | $476.7M | $300.4M |
净利润EXPLFST
| Q4 25 | $102.9M | $11.7M | ||
| Q3 25 | $137.4M | $1.1M | ||
| Q2 25 | $123.4M | $-3.8M | ||
| Q1 25 | $66.5M | $709.0K | ||
| Q4 24 | $119.6M | $-7.1M | ||
| Q3 24 | $143.5M | $-6.0M | ||
| Q2 24 | $133.8M | $-23.3M | ||
| Q1 24 | $77.1M | $-21.1M |
毛利率EXPLFST
| 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EXPLFST
| Q4 25 | — | 4.7% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | -0.9% | ||
| Q1 25 | — | 0.5% | ||
| Q4 24 | 32.8% | 0.3% | ||
| Q3 24 | 34.2% | 0.0% | ||
| Q2 24 | 32.0% | -5.1% | ||
| Q1 24 | 26.9% | -5.6% |
净利率EXPLFST
| Q4 25 | 18.5% | 3.1% | ||
| Q3 25 | 21.5% | 0.3% | ||
| Q2 25 | 19.4% | -1.1% | ||
| Q1 25 | 14.1% | 0.2% | ||
| Q4 24 | 21.4% | -2.2% | ||
| Q3 24 | 23.0% | -1.9% | ||
| Q2 24 | 22.0% | -7.5% | ||
| Q1 24 | 16.2% | -7.0% |
每股收益（稀释后）EXPLFST
| Q4 25 | $3.22 | — | ||
| Q3 25 | $4.23 | — | ||
| Q2 25 | $3.76 | — | ||
| Q1 25 | $2.01 | — | ||
| Q4 24 | $3.56 | — | ||
| Q3 24 | $4.26 | — | ||
| Q2 24 | $3.94 | — | ||
| Q1 24 | $2.23 | — |
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 | $248.6M |
| 总债务越低越好 | — | $282.8M |
| 股东权益账面价值 | $1.5B | $1.5B |
| 总资产 | $3.8B | $2.2B |
| 负债/权益比越低杠杆越低 | — | 0.19× |
8季度趋势，按日历期对齐
现金及短期投资EXPLFST
| Q4 25 | $419.0M | $248.6M | ||
| Q3 25 | $35.0M | $203.9M | ||
| Q2 25 | $59.7M | $188.9M | ||
| Q1 25 | $20.4M | $134.3M | ||
| Q4 24 | $31.2M | $154.6M | ||
| Q3 24 | $93.9M | $102.6M | ||
| Q2 24 | $46.5M | $87.0M | ||
| Q1 24 | $34.9M | $49.5M |
总债务EXPLFST
| Q4 25 | — | $282.8M | ||
| Q3 25 | — | $284.6M | ||
| Q2 25 | — | $286.4M | ||
| Q1 25 | $1.2B | $288.2M | ||
| Q4 24 | — | $290.0M | ||
| Q3 24 | — | $287.3M | ||
| Q2 24 | — | $288.0M | ||
| Q1 24 | $1.1B | $288.8M |
股东权益EXPLFST
| Q4 25 | $1.5B | $1.5B | ||
| Q3 25 | $1.5B | $1.5B | ||
| Q2 25 | $1.5B | $1.5B | ||
| Q1 25 | $1.5B | $1.5B | ||
| 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EXPLFST
| Q4 25 | $3.8B | $2.2B | ||
| Q3 25 | $3.4B | $2.1B | ||
| Q2 25 | $3.4B | $2.1B | ||
| Q1 25 | $3.3B | $2.1B | ||
| Q4 24 | $3.0B | $2.1B | ||
| Q3 24 | $3.1B | $2.1B | ||
| Q2 24 | $3.0B | $2.1B | ||
| Q1 24 | $2.9B | $2.1B |
负债/权益比EXPLFST
| Q4 25 | — | 0.19× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | 0.86× | 0.20× | ||
| Q4 24 | — | 0.20× | ||
| Q3 24 | — | 0.20× | ||
| Q2 24 | — | 0.20× | ||
| Q1 24 | 0.84× | 0.20× |
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 | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $46.6M |
| 自由现金流率自由现金流/营收 | 10.9% | 12.2% |
| 资本支出强度资本支出/营收 | 19.8% | 2.9% |
| 现金转化率经营现金流/净利润 | 1.66× | 4.93× |
| 过去12个月自由现金流最近4个季度 | $231.8M | $110.0M |
8季度趋势，按日历期对齐
经营现金流EXPLFST
| Q4 25 | $170.8M | $57.6M | ||
| Q3 25 | $204.6M | $27.3M | ||
| Q2 25 | $136.6M | $64.4M | ||
| Q1 25 | $62.8M | $-3.1M | ||
| Q4 24 | $119.9M | $62.3M | ||
| Q3 24 | $233.3M | $22.7M | ||
| Q2 24 | $132.6M | $44.1M | ||
| Q1 24 | $63.4M | $-21.8M |
自由现金流EXPLFST
| Q4 25 | $60.8M | $46.6M | ||
| Q3 25 | $96.1M | $17.0M | ||
| Q2 25 | $60.5M | $56.6M | ||
| Q1 25 | $14.5M | $-10.3M | ||
| Q4 24 | $72.5M | $56.0M | ||
| Q3 24 | $166.8M | $17.7M | ||
| Q2 24 | $99.5M | $39.0M | ||
| Q1 24 | $30.9M | $-26.9M |
自由现金流率EXPLFST
| Q4 25 | 10.9% | 12.2% | ||
| Q3 25 | 15.0% | 4.7% | ||
| Q2 25 | 9.5% | 16.4% | ||
| Q1 25 | 3.1% | -3.1% | ||
| Q4 24 | 13.0% | 17.2% | ||
| Q3 24 | 26.7% | 5.7% | ||
| Q2 24 | 16.3% | 12.5% | ||
| Q1 24 | 6.5% | -9.0% |
资本支出强度EXPLFST
| Q4 25 | 19.8% | 2.9% | ||
| Q3 25 | 17.0% | 2.8% | ||
| Q2 25 | 12.0% | 2.2% | ||
| Q1 25 | 10.3% | 2.2% | ||
| Q4 24 | 8.5% | 1.9% | ||
| Q3 24 | 10.7% | 1.6% | ||
| Q2 24 | 5.4% | 1.6% | ||
| Q1 24 | 6.8% | 1.7% |
现金转化率EXPLFST
| Q4 25 | 1.66× | 4.93× | ||
| Q3 25 | 1.49× | 25.34× | ||
| Q2 25 | 1.11× | — | ||
| Q1 25 | 0.94× | -4.36× | ||
| 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% |
LFST
暂无分部数据
