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EAGLE MATERIALS INC（EXP）与LOUISIANA-PACIFIC CORP（LPX）财务数据对比。点击上方公司名可切换其他公司
LOUISIANA-PACIFIC CORP的季度营收约是EAGLE MATERIALS INC的1.0倍（$566.0M vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs -1.4%，领先19.9%），EAGLE MATERIALS INC同比增速更快（-0.4% vs -16.9%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $-8.0M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs -11.6%）
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。
路易斯安那-太平洋公司（简称LP）是美国知名建材制造商，成立于1973年，是美国定向结构刨花板（OSB）生产的开创者，总部现位于田纳西州纳什维尔。作为全球最大的OSB生产商，公司还生产工程木建材产品，通过建材分销商、经销商及家居零售中心向建筑商和业主供货。
EXP vs LPX — 直观对比
营收规模更大
LPX
是对方的1.0倍
$556.0M
营收增速更快
EXP
高出16.5%
-16.9%
净利率更高
EXP
高出19.9%
-1.4%
自由现金流更多
EXP
多$68.8M
$-8.0M
两年增速更快
EXP
近两年复合增速
-11.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $566.0M |
| 净利润 | $102.9M | $-8.0M |
| 毛利率 | 28.9% | 15.0% |
| 营业利润率 | — | -1.6% |
| 净利率 | 18.5% | -1.4% |
| 营收同比 | -0.4% | -16.9% |
| 净利润同比 | -13.9% | -112.9% |
| 每股收益（稀释后） | $3.22 | $-0.12 |
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EXPLPX
| Q4 25 | $556.0M | $566.0M | ||
| Q3 25 | $638.9M | $663.0M | ||
| Q2 25 | $634.7M | $755.0M | ||
| Q1 25 | $470.2M | $724.0M | ||
| Q4 24 | $558.0M | $681.0M | ||
| Q3 24 | $623.6M | $722.0M | ||
| Q2 24 | $608.7M | $814.0M | ||
| Q1 24 | $476.7M | $724.0M |
净利润EXPLPX
| Q4 25 | $102.9M | $-8.0M | ||
| Q3 25 | $137.4M | $9.0M | ||
| Q2 25 | $123.4M | $54.0M | ||
| Q1 25 | $66.5M | $91.0M | ||
| Q4 24 | $119.6M | $62.0M | ||
| Q3 24 | $143.5M | $90.0M | ||
| Q2 24 | $133.8M | $160.0M | ||
| Q1 24 | $77.1M | $108.0M |
毛利率EXPLPX
| Q4 25 | 28.9% | 15.0% | ||
| Q3 25 | 31.3% | 19.5% | ||
| Q2 25 | 29.2% | 23.6% | ||
| Q1 25 | 22.2% | 27.2% | ||
| Q4 24 | 31.9% | 23.8% | ||
| Q3 24 | 32.7% | 26.7% | ||
| Q2 24 | 30.7% | 32.3% | ||
| Q1 24 | 25.1% | 29.6% |
营业利润率EXPLPX
| Q4 25 | — | -1.6% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | — | 10.6% | ||
| Q1 25 | — | 16.6% | ||
| Q4 24 | 32.8% | 11.0% | ||
| Q3 24 | 34.2% | 16.1% | ||
| Q2 24 | 32.0% | 23.8% | ||
| Q1 24 | 26.9% | 20.0% |
净利率EXPLPX
| Q4 25 | 18.5% | -1.4% | ||
| Q3 25 | 21.5% | 1.4% | ||
| Q2 25 | 19.4% | 7.2% | ||
| Q1 25 | 14.1% | 12.6% | ||
| Q4 24 | 21.4% | 9.1% | ||
| Q3 24 | 23.0% | 12.5% | ||
| Q2 24 | 22.0% | 19.7% | ||
| Q1 24 | 16.2% | 14.9% |
每股收益（稀释后）EXPLPX
| Q4 25 | $3.22 | $-0.12 | ||
| Q3 25 | $4.23 | $0.13 | ||
| Q2 25 | $3.76 | $0.77 | ||
| Q1 25 | $2.01 | $1.30 | ||
| Q4 24 | $3.56 | $0.90 | ||
| Q3 24 | $4.26 | $1.28 | ||
| Q2 24 | $3.94 | $2.23 | ||
| Q1 24 | $2.23 | $1.48 |
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 | $292.0M |
| 总债务越低越好 | — | $348.0M |
| 股东权益账面价值 | $1.5B | $1.7B |
| 总资产 | $3.8B | $2.6B |
| 负债/权益比越低杠杆越低 | — | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资EXPLPX
| Q4 25 | $419.0M | $292.0M | ||
| Q3 25 | $35.0M | $316.0M | ||
| Q2 25 | $59.7M | $333.0M | ||
| Q1 25 | $20.4M | $256.0M | ||
| Q4 24 | $31.2M | $340.0M | ||
| Q3 24 | $93.9M | $346.0M | ||
| Q2 24 | $46.5M | $317.0M | ||
| Q1 24 | $34.9M | $244.0M |
总债务EXPLPX
| Q4 25 | — | $348.0M | ||
| Q3 25 | — | $348.0M | ||
| Q2 25 | — | $348.0M | ||
| Q1 25 | $1.2B | $348.0M | ||
| Q4 24 | — | $348.0M | ||
| Q3 24 | — | $347.0M | ||
| Q2 24 | — | $347.0M | ||
| Q1 24 | $1.1B | $347.0M |
股东权益EXPLPX
| Q4 25 | $1.5B | $1.7B | ||
| Q3 25 | $1.5B | $1.7B | ||
| Q2 25 | $1.5B | $1.7B | ||
| Q1 25 | $1.5B | $1.7B | ||
| Q4 24 | $1.5B | $1.7B | ||
| Q3 24 | $1.4B | $1.7B | ||
| Q2 24 | $1.4B | $1.7B | ||
| Q1 24 | $1.3B | $1.6B |
总资产EXPLPX
| Q4 25 | $3.8B | $2.6B | ||
| Q3 25 | $3.4B | $2.6B | ||
| Q2 25 | $3.4B | $2.7B | ||
| Q1 25 | $3.3B | $2.6B | ||
| Q4 24 | $3.0B | $2.6B | ||
| Q3 24 | $3.1B | $2.6B | ||
| Q2 24 | $3.0B | $2.5B | ||
| Q1 24 | $2.9B | $2.5B |
负债/权益比EXPLPX
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | 0.86× | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.21× | ||
| Q1 24 | 0.84× | 0.21× |
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 | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $-8.0M |
| 自由现金流率自由现金流/营收 | 10.9% | -1.4% |
| 资本支出强度资本支出/营收 | 19.8% | 13.3% |
| 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 | $91.0M |
8季度趋势，按日历期对齐
经营现金流EXPLPX
| Q4 25 | $170.8M | $67.0M | ||
| Q3 25 | $204.6M | $89.0M | ||
| Q2 25 | $136.6M | $162.0M | ||
| Q1 25 | $62.8M | $64.0M | ||
| Q4 24 | $119.9M | $105.0M | ||
| Q3 24 | $233.3M | $183.0M | ||
| Q2 24 | $132.6M | $212.0M | ||
| Q1 24 | $63.4M | $105.0M |
自由现金流EXPLPX
| Q4 25 | $60.8M | $-8.0M | ||
| Q3 25 | $96.1M | $5.0M | ||
| Q2 25 | $60.5M | $94.0M | ||
| Q1 25 | $14.5M | $0 | ||
| Q4 24 | $72.5M | $43.0M | ||
| Q3 24 | $166.8M | $139.0M | ||
| Q2 24 | $99.5M | $176.0M | ||
| Q1 24 | $30.9M | $64.0M |
自由现金流率EXPLPX
| Q4 25 | 10.9% | -1.4% | ||
| Q3 25 | 15.0% | 0.8% | ||
| Q2 25 | 9.5% | 12.5% | ||
| Q1 25 | 3.1% | 0.0% | ||
| Q4 24 | 13.0% | 6.3% | ||
| Q3 24 | 26.7% | 19.3% | ||
| Q2 24 | 16.3% | 21.6% | ||
| Q1 24 | 6.5% | 8.8% |
资本支出强度EXPLPX
| Q4 25 | 19.8% | 13.3% | ||
| Q3 25 | 17.0% | 12.7% | ||
| Q2 25 | 12.0% | 9.0% | ||
| Q1 25 | 10.3% | 8.8% | ||
| Q4 24 | 8.5% | 9.1% | ||
| Q3 24 | 10.7% | 6.1% | ||
| Q2 24 | 5.4% | 4.4% | ||
| Q1 24 | 6.8% | 5.7% |
现金转化率EXPLPX
| Q4 25 | 1.66× | — | ||
| Q3 25 | 1.49× | 9.89× | ||
| Q2 25 | 1.11× | 3.00× | ||
| Q1 25 | 0.94× | 0.70× | ||
| Q4 24 | 1.00× | 1.69× | ||
| Q3 24 | 1.63× | 2.03× | ||
| Q2 24 | 0.99× | 1.32× | ||
| Q1 24 | 0.82× | 0.97× |
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% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
