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EAGLE MATERIALS INC（EXP）与迈心诺（MASI）财务数据对比。点击上方公司名可切换其他公司
EAGLE MATERIALS INC的季度营收约是迈心诺的1.5倍（$556.0M vs $371.5M），EAGLE MATERIALS INC净利率更高（18.5% vs -27.0%，领先45.5%），EAGLE MATERIALS INC同比增速更快（-0.4% vs -26.4%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $50.9M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs -17.7%）
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。
迈心诺（Masimo Corporation）是总部位于美国加利福尼亚州尔湾的健康科技及消费电子企业，核心产品包括面向医院及家用场景的患者监护设备、无创传感器及配套软件平台，同时也布局了消费级音频和可穿戴设备赛道。
EXP vs MASI — 直观对比
营收规模更大
EXP
是对方的1.5倍
$371.5M
营收增速更快
EXP
高出26.0%
-26.4%
净利率更高
EXP
高出45.5%
-27.0%
自由现金流更多
EXP
多$9.9M
$50.9M
两年增速更快
EXP
近两年复合增速
-17.7%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $371.5M |
| 净利润 | $102.9M | $-100.4M |
| 毛利率 | 28.9% | 62.1% |
| 营业利润率 | — | 22.5% |
| 净利率 | 18.5% | -27.0% |
| 营收同比 | -0.4% | -26.4% |
| 净利润同比 | -13.9% | -1124.5% |
| 每股收益（稀释后） | $3.22 | $-1.84 |
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EXPMASI
| Q4 25 | $556.0M | — | ||
| Q3 25 | $638.9M | $371.5M | ||
| Q2 25 | $634.7M | $370.9M | ||
| Q1 25 | $470.2M | $372.0M | ||
| Q4 24 | $558.0M | $600.7M | ||
| Q3 24 | $623.6M | $504.6M | ||
| Q2 24 | $608.7M | $496.3M | ||
| Q1 24 | $476.7M | $492.8M |
净利润EXPMASI
| Q4 25 | $102.9M | — | ||
| Q3 25 | $137.4M | $-100.4M | ||
| Q2 25 | $123.4M | $51.3M | ||
| Q1 25 | $66.5M | $-170.7M | ||
| Q4 24 | $119.6M | $-349.6M | ||
| Q3 24 | $143.5M | $9.8M | ||
| Q2 24 | $133.8M | $16.0M | ||
| Q1 24 | $77.1M | $18.9M |
毛利率EXPMASI
| Q4 25 | 28.9% | — | ||
| Q3 25 | 31.3% | 62.1% | ||
| Q2 25 | 29.2% | 62.9% | ||
| Q1 25 | 22.2% | 62.9% | ||
| Q4 24 | 31.9% | 40.7% | ||
| Q3 24 | 32.7% | 52.2% | ||
| Q2 24 | 30.7% | 51.3% | ||
| Q1 24 | 25.1% | 49.0% |
营业利润率EXPMASI
| Q4 25 | — | — | ||
| Q3 25 | — | 22.5% | ||
| Q2 25 | — | 17.4% | ||
| Q1 25 | — | 21.0% | ||
| Q4 24 | 32.8% | -59.8% | ||
| Q3 24 | 34.2% | 6.0% | ||
| Q2 24 | 32.0% | 5.7% | ||
| Q1 24 | 26.9% | 6.9% |
净利率EXPMASI
| Q4 25 | 18.5% | — | ||
| Q3 25 | 21.5% | -27.0% | ||
| Q2 25 | 19.4% | 13.8% | ||
| Q1 25 | 14.1% | -45.9% | ||
| Q4 24 | 21.4% | -58.2% | ||
| Q3 24 | 23.0% | 1.9% | ||
| Q2 24 | 22.0% | 3.2% | ||
| Q1 24 | 16.2% | 3.8% |
每股收益（稀释后）EXPMASI
| Q4 25 | $3.22 | — | ||
| Q3 25 | $4.23 | $-1.84 | ||
| Q2 25 | $3.76 | $0.94 | ||
| Q1 25 | $2.01 | $-3.12 | ||
| Q4 24 | $3.56 | $-6.54 | ||
| Q3 24 | $4.26 | $0.18 | ||
| Q2 24 | $3.94 | $0.29 | ||
| Q1 24 | $2.23 | $0.35 |
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 | $312.3M |
| 总债务越低越好 | — | $559.1M |
| 股东权益账面价值 | $1.5B | $810.0M |
| 总资产 | $3.8B | $1.8B |
| 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EXPMASI
| Q4 25 | $419.0M | — | ||
| Q3 25 | $35.0M | $312.3M | ||
| Q2 25 | $59.7M | $149.6M | ||
| Q1 25 | $20.4M | $130.8M | ||
| Q4 24 | $31.2M | $177.6M | ||
| Q3 24 | $93.9M | $158.5M | ||
| Q2 24 | $46.5M | $129.6M | ||
| Q1 24 | $34.9M | $157.6M |
总债务EXPMASI
| Q4 25 | — | — | ||
| Q3 25 | — | $559.1M | ||
| Q2 25 | — | $613.7M | ||
| Q1 25 | $1.2B | $651.0M | ||
| Q4 24 | — | $765.2M | ||
| Q3 24 | — | $772.6M | ||
| Q2 24 | — | $781.6M | ||
| Q1 24 | $1.1B | $876.0M |
股东权益EXPMASI
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | $810.0M | ||
| Q2 25 | $1.5B | $1.0B | ||
| Q1 25 | $1.5B | $946.4M | ||
| Q4 24 | $1.5B | $1.1B | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.4B | $1.4B | ||
| Q1 24 | $1.3B | $1.4B |
总资产EXPMASI
| Q4 25 | $3.8B | — | ||
| Q3 25 | $3.4B | $1.8B | ||
| Q2 25 | $3.4B | $2.4B | ||
| Q1 25 | $3.3B | $2.3B | ||
| Q4 24 | $3.0B | $2.6B | ||
| Q3 24 | $3.1B | $3.1B | ||
| Q2 24 | $3.0B | $2.9B | ||
| Q1 24 | $2.9B | $3.0B |
负债/权益比EXPMASI
| Q4 25 | — | — | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | — | 0.59× | ||
| Q1 25 | 0.86× | 0.69× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.53× | ||
| Q2 24 | — | 0.57× | ||
| Q1 24 | 0.84× | 0.64× |
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 | $56.8M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $50.9M |
| 自由现金流率自由现金流/营收 | 10.9% | 13.7% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $231.8M | $191.0M |
8季度趋势，按日历期对齐
经营现金流EXPMASI
| Q4 25 | $170.8M | — | ||
| Q3 25 | $204.6M | $56.8M | ||
| Q2 25 | $136.6M | $69.4M | ||
| Q1 25 | $62.8M | $31.1M | ||
| Q4 24 | $119.9M | $50.5M | ||
| Q3 24 | $233.3M | $25.6M | ||
| Q2 24 | $132.6M | $74.5M | ||
| Q1 24 | $63.4M | $45.8M |
自由现金流EXPMASI
| Q4 25 | $60.8M | — | ||
| Q3 25 | $96.1M | $50.9M | ||
| Q2 25 | $60.5M | $65.6M | ||
| Q1 25 | $14.5M | $28.5M | ||
| Q4 24 | $72.5M | $46.0M | ||
| Q3 24 | $166.8M | $16.9M | ||
| Q2 24 | $99.5M | $66.9M | ||
| Q1 24 | $30.9M | $37.6M |
自由现金流率EXPMASI
| Q4 25 | 10.9% | — | ||
| Q3 25 | 15.0% | 13.7% | ||
| Q2 25 | 9.5% | 17.7% | ||
| Q1 25 | 3.1% | 7.7% | ||
| Q4 24 | 13.0% | 7.7% | ||
| Q3 24 | 26.7% | 3.3% | ||
| Q2 24 | 16.3% | 13.5% | ||
| Q1 24 | 6.5% | 7.6% |
资本支出强度EXPMASI
| Q4 25 | 19.8% | — | ||
| Q3 25 | 17.0% | 1.6% | ||
| Q2 25 | 12.0% | 1.0% | ||
| Q1 25 | 10.3% | 0.7% | ||
| Q4 24 | 8.5% | 0.7% | ||
| Q3 24 | 10.7% | 1.7% | ||
| Q2 24 | 5.4% | 1.5% | ||
| Q1 24 | 6.8% | 1.7% |
现金转化率EXPMASI
| Q4 25 | 1.66× | — | ||
| Q3 25 | 1.49× | — | ||
| Q2 25 | 1.11× | 1.35× | ||
| Q1 25 | 0.94× | — | ||
| Q4 24 | 1.00× | — | ||
| Q3 24 | 1.63× | 2.61× | ||
| Q2 24 | 0.99× | 4.66× | ||
| Q1 24 | 0.82× | 2.42× |
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% |
MASI
暂无分部数据
