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EAGLE MATERIALS INC（EXP）与朗美通（LITE）财务数据对比。点击上方公司名可切换其他公司
朗美通的季度营收约是EAGLE MATERIALS INC的1.2倍（$665.5M vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 11.8%，领先6.8%），朗美通同比增速更快（65.5% vs -0.4%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% 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。
朗美通控股（Lumentum Holdings Inc.）是全球知名光电产品供应商，前身为美国捷迪讯（JDSU）旗下光电器件及激光业务板块，2015年8月随捷迪讯分拆独立运营，总部位于美国加利福尼亚州米尔皮塔斯，主营光通信网络设备、激光器、定制光学解决方案等多元产品。
EXP vs LITE — 直观对比
营收规模更大
LITE
是对方的1.2倍
$556.0M
营收增速更快
LITE
高出65.8%
-0.4%
净利率更高
EXP
高出6.8%
11.8%
自由现金流更多
EXP
多$17.7M
$43.1M
两年增速更快
LITE
近两年复合增速
8.0%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $665.5M |
| 净利润 | $102.9M | $78.2M |
| 毛利率 | 28.9% | 36.1% |
| 营业利润率 | — | 9.7% |
| 净利率 | 18.5% | 11.8% |
| 营收同比 | -0.4% | 65.5% |
| 净利润同比 | -13.9% | 228.4% |
| 每股收益（稀释后） | $3.22 | $0.89 |
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EXPLITE
| Q4 25 | $556.0M | $665.5M | ||
| Q3 25 | $638.9M | $533.8M | ||
| Q2 25 | $634.7M | $480.7M | ||
| Q1 25 | $470.2M | $425.2M | ||
| Q4 24 | $558.0M | $402.2M | ||
| Q3 24 | $623.6M | $336.9M | ||
| Q2 24 | $608.7M | $308.3M | ||
| Q1 24 | $476.7M | $366.5M |
净利润EXPLITE
| Q4 25 | $102.9M | $78.2M | ||
| Q3 25 | $137.4M | $4.2M | ||
| Q2 25 | $123.4M | $213.3M | ||
| Q1 25 | $66.5M | $-44.1M | ||
| Q4 24 | $119.6M | $-60.9M | ||
| Q3 24 | $143.5M | $-82.4M | ||
| Q2 24 | $133.8M | $-252.5M | ||
| Q1 24 | $77.1M | $-127.0M |
毛利率EXPLITE
| Q4 25 | 28.9% | 36.1% | ||
| Q3 25 | 31.3% | 34.0% | ||
| Q2 25 | 29.2% | 33.3% | ||
| Q1 25 | 22.2% | 28.8% | ||
| Q4 24 | 31.9% | 24.8% | ||
| Q3 24 | 32.7% | 23.1% | ||
| Q2 24 | 30.7% | 16.6% | ||
| Q1 24 | 25.1% | 16.2% |
营业利润率EXPLITE
| Q4 25 | — | 9.7% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | -1.7% | ||
| Q1 25 | — | -8.9% | ||
| Q4 24 | 32.8% | -12.8% | ||
| Q3 24 | 34.2% | -24.5% | ||
| Q2 24 | 32.0% | -43.3% | ||
| Q1 24 | 26.9% | -31.3% |
净利率EXPLITE
| Q4 25 | 18.5% | 11.8% | ||
| Q3 25 | 21.5% | 0.8% | ||
| Q2 25 | 19.4% | 44.4% | ||
| Q1 25 | 14.1% | -10.4% | ||
| Q4 24 | 21.4% | -15.1% | ||
| Q3 24 | 23.0% | -24.5% | ||
| Q2 24 | 22.0% | -81.9% | ||
| Q1 24 | 16.2% | -34.7% |
每股收益（稀释后）EXPLITE
| Q4 25 | $3.22 | $0.89 | ||
| Q3 25 | $4.23 | $0.05 | ||
| Q2 25 | $3.76 | $3.10 | ||
| Q1 25 | $2.01 | $-0.64 | ||
| Q4 24 | $3.56 | $-0.88 | ||
| Q3 24 | $4.26 | $-1.21 | ||
| Q2 24 | $3.94 | $-3.75 | ||
| Q1 24 | $2.23 | $-1.88 |
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 | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $846.6M |
| 总资产 | $3.8B | $4.8B |
| 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EXPLITE
| Q4 25 | $419.0M | $1.2B | ||
| Q3 25 | $35.0M | $1.1B | ||
| Q2 25 | $59.7M | $877.1M | ||
| Q1 25 | $20.4M | $866.7M | ||
| Q4 24 | $31.2M | $896.7M | ||
| Q3 24 | $93.9M | $916.1M | ||
| Q2 24 | $46.5M | $887.0M | ||
| Q1 24 | $34.9M | $870.9M |
总债务EXPLITE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.1B | — |
股东权益EXPLITE
| Q4 25 | $1.5B | $846.6M | ||
| Q3 25 | $1.5B | $780.8M | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.5B | $879.5M | ||
| Q4 24 | $1.5B | $872.3M | ||
| Q3 24 | $1.4B | $895.9M | ||
| Q2 24 | $1.4B | $957.3M | ||
| Q1 24 | $1.3B | $1.2B |
总资产EXPLITE
| Q4 25 | $3.8B | $4.8B | ||
| Q3 25 | $3.4B | $4.6B | ||
| Q2 25 | $3.4B | $4.2B | ||
| Q1 25 | $3.3B | $4.0B | ||
| Q4 24 | $3.0B | $4.0B | ||
| Q3 24 | $3.1B | $4.0B | ||
| Q2 24 | $3.0B | $3.9B | ||
| Q1 24 | $2.9B | $4.2B |
负债/权益比EXPLITE
| 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 | $126.7M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $43.1M |
| 自由现金流率自由现金流/营收 | 10.9% | 6.5% |
| 资本支出强度资本支出/营收 | 19.8% | 12.6% |
| 现金转化率经营现金流/净利润 | 1.66× | 1.62× |
| 过去12个月自由现金流最近4个季度 | $231.8M | $-29.5M |
8季度趋势，按日历期对齐
经营现金流EXPLITE
| Q4 25 | $170.8M | $126.7M | ||
| Q3 25 | $204.6M | $57.9M | ||
| Q2 25 | $136.6M | $64.0M | ||
| Q1 25 | $62.8M | $-1.6M | ||
| Q4 24 | $119.9M | $24.3M | ||
| Q3 24 | $233.3M | $39.6M | ||
| Q2 24 | $132.6M | $35.5M | ||
| Q1 24 | $63.4M | $-7.0M |
自由现金流EXPLITE
| Q4 25 | $60.8M | $43.1M | ||
| Q3 25 | $96.1M | $-18.3M | ||
| Q2 25 | $60.5M | $10.1M | ||
| Q1 25 | $14.5M | $-64.4M | ||
| Q4 24 | $72.5M | $-15.9M | ||
| Q3 24 | $166.8M | $-34.5M | ||
| Q2 24 | $99.5M | $10.9M | ||
| Q1 24 | $30.9M | $-26.6M |
自由现金流率EXPLITE
| Q4 25 | 10.9% | 6.5% | ||
| Q3 25 | 15.0% | -3.4% | ||
| Q2 25 | 9.5% | 2.1% | ||
| Q1 25 | 3.1% | -15.1% | ||
| Q4 24 | 13.0% | -4.0% | ||
| Q3 24 | 26.7% | -10.2% | ||
| Q2 24 | 16.3% | 3.5% | ||
| Q1 24 | 6.5% | -7.3% |
资本支出强度EXPLITE
| Q4 25 | 19.8% | 12.6% | ||
| Q3 25 | 17.0% | 14.3% | ||
| Q2 25 | 12.0% | 11.2% | ||
| Q1 25 | 10.3% | 14.8% | ||
| Q4 24 | 8.5% | 10.0% | ||
| Q3 24 | 10.7% | 22.0% | ||
| Q2 24 | 5.4% | 8.0% | ||
| Q1 24 | 6.8% | 5.3% |
现金转化率EXPLITE
| Q4 25 | 1.66× | 1.62× | ||
| Q3 25 | 1.49× | 13.79× | ||
| Q2 25 | 1.11× | 0.30× | ||
| 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% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
