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EAGLE MATERIALS INC（EXP）与美泰（MAT）财务数据对比。点击上方公司名可切换其他公司
美泰的季度营收约是EAGLE MATERIALS INC的1.6倍（$862.2M vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 7.1%，领先11.4%），美泰同比增速更快（4.3% vs -0.4%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $-88.1M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs -10.6%）
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。
美泰是美国知名玩具及娱乐企业，旗下影视制作部门美泰影业运营时间为2018年9月6日至2025年6月2日。其前身为2013年10月16日成立的美泰Playground Productions，更早可追溯至美泰娱乐、美泰工作室等集团原有娱乐业务品牌。
EXP vs MAT — 直观对比
营收规模更大
MAT
是对方的1.6倍
$556.0M
营收增速更快
MAT
高出4.7%
-0.4%
净利率更高
EXP
高出11.4%
7.1%
自由现金流更多
EXP
多$148.9M
$-88.1M
两年增速更快
EXP
近两年复合增速
-10.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $862.2M |
| 净利润 | $102.9M | $61.0M |
| 毛利率 | 28.9% | 44.9% |
| 营业利润率 | — | — |
| 净利率 | 18.5% | 7.1% |
| 营收同比 | -0.4% | 4.3% |
| 净利润同比 | -13.9% | 251.4% |
| 每股收益（稀释后） | $3.22 | $0.20 |
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EXPMAT
| Q1 26 | — | $862.2M | ||
| Q4 25 | $556.0M | $1.8B | ||
| Q3 25 | $638.9M | $1.7B | ||
| Q2 25 | $634.7M | $1.0B | ||
| Q1 25 | $470.2M | $826.6M | ||
| Q4 24 | $558.0M | $1.6B | ||
| Q3 24 | $623.6M | $1.8B | ||
| Q2 24 | $608.7M | $1.1B |
净利润EXPMAT
| Q1 26 | — | $61.0M | ||
| Q4 25 | $102.9M | $106.2M | ||
| Q3 25 | $137.4M | $278.4M | ||
| Q2 25 | $123.4M | $53.4M | ||
| Q1 25 | $66.5M | $-40.3M | ||
| Q4 24 | $119.6M | $140.9M | ||
| Q3 24 | $143.5M | $372.4M | ||
| Q2 24 | $133.8M | $56.9M |
毛利率EXPMAT
| Q1 26 | — | 44.9% | ||
| Q4 25 | 28.9% | 45.9% | ||
| Q3 25 | 31.3% | 50.0% | ||
| Q2 25 | 29.2% | 50.9% | ||
| Q1 25 | 22.2% | 49.4% | ||
| Q4 24 | 31.9% | 50.7% | ||
| Q3 24 | 32.7% | 53.1% | ||
| Q2 24 | 30.7% | 49.2% |
营业利润率EXPMAT
| Q1 26 | — | — | ||
| Q4 25 | — | 8.0% | ||
| Q3 25 | — | 21.9% | ||
| Q2 25 | — | 7.7% | ||
| Q1 25 | — | -6.4% | ||
| Q4 24 | 32.8% | 9.6% | ||
| Q3 24 | 34.2% | 26.5% | ||
| Q2 24 | 32.0% | 7.7% |
净利率EXPMAT
| Q1 26 | — | 7.1% | ||
| Q4 25 | 18.5% | 6.0% | ||
| Q3 25 | 21.5% | 16.0% | ||
| Q2 25 | 19.4% | 5.2% | ||
| Q1 25 | 14.1% | -4.9% | ||
| Q4 24 | 21.4% | 8.6% | ||
| Q3 24 | 23.0% | 20.2% | ||
| Q2 24 | 22.0% | 5.3% |
每股收益（稀释后）EXPMAT
| Q1 26 | — | $0.20 | ||
| Q4 25 | $3.22 | $0.32 | ||
| Q3 25 | $4.23 | $0.88 | ||
| Q2 25 | $3.76 | $0.16 | ||
| Q1 25 | $2.01 | $-0.12 | ||
| Q4 24 | $3.56 | $0.40 | ||
| Q3 24 | $4.26 | $1.09 | ||
| Q2 24 | $3.94 | $0.17 |
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 | $866.0M |
| 总债务越低越好 | — | $2.3B |
| 股东权益账面价值 | $1.5B | $2.1B |
| 总资产 | $3.8B | $6.3B |
| 负债/权益比越低杠杆越低 | — | 1.11× |
8季度趋势，按日历期对齐
现金及短期投资EXPMAT
| Q1 26 | — | $866.0M | ||
| Q4 25 | $419.0M | $1.2B | ||
| Q3 25 | $35.0M | $691.9M | ||
| Q2 25 | $59.7M | $870.5M | ||
| Q1 25 | $20.4M | $1.2B | ||
| Q4 24 | $31.2M | $1.4B | ||
| Q3 24 | $93.9M | $723.5M | ||
| Q2 24 | $46.5M | $722.4M |
总债务EXPMAT
| Q1 26 | — | $2.3B | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | $1.2B | $2.3B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.3B |
股东权益EXPMAT
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.5B | $2.2B | ||
| Q3 25 | $1.5B | $2.3B | ||
| Q2 25 | $1.5B | $2.2B | ||
| Q1 25 | $1.5B | $2.1B | ||
| Q4 24 | $1.5B | $2.3B | ||
| Q3 24 | $1.4B | $2.3B | ||
| Q2 24 | $1.4B | $2.0B |
总资产EXPMAT
| Q1 26 | — | $6.3B | ||
| Q4 25 | $3.8B | $6.6B | ||
| Q3 25 | $3.4B | $6.6B | ||
| Q2 25 | $3.4B | $6.2B | ||
| Q1 25 | $3.3B | $6.2B | ||
| Q4 24 | $3.0B | $6.5B | ||
| Q3 24 | $3.1B | $6.5B | ||
| Q2 24 | $3.0B | $5.9B |
负债/权益比EXPMAT
| Q1 26 | — | 1.11× | ||
| Q4 25 | — | 1.04× | ||
| Q3 25 | — | 1.03× | ||
| Q2 25 | — | 1.08× | ||
| Q1 25 | 0.86× | 1.10× | ||
| Q4 24 | — | 1.03× | ||
| Q3 24 | — | 1.01× | ||
| Q2 24 | — | 1.18× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $-88.1M |
| 自由现金流率自由现金流/营收 | 10.9% | -10.2% |
| 资本支出强度资本支出/营收 | 19.8% | 7.6% |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流EXPMAT
| Q1 26 | — | — | ||
| Q4 25 | $170.8M | $796.6M | ||
| Q3 25 | $204.6M | $72.0M | ||
| Q2 25 | $136.6M | $-300.1M | ||
| Q1 25 | $62.8M | $24.8M | ||
| Q4 24 | $119.9M | $862.1M | ||
| Q3 24 | $233.3M | $155.8M | ||
| Q2 24 | $132.6M | $-252.9M |
自由现金流EXPMAT
| Q1 26 | — | $-88.1M | ||
| Q4 25 | $60.8M | — | ||
| Q3 25 | $96.1M | — | ||
| Q2 25 | $60.5M | — | ||
| Q1 25 | $14.5M | — | ||
| Q4 24 | $72.5M | — | ||
| Q3 24 | $166.8M | — | ||
| Q2 24 | $99.5M | — |
自由现金流率EXPMAT
| Q1 26 | — | -10.2% | ||
| Q4 25 | 10.9% | — | ||
| Q3 25 | 15.0% | — | ||
| Q2 25 | 9.5% | — | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | 13.0% | — | ||
| Q3 24 | 26.7% | — | ||
| Q2 24 | 16.3% | — |
资本支出强度EXPMAT
| Q1 26 | — | 7.6% | ||
| Q4 25 | 19.8% | — | ||
| Q3 25 | 17.0% | — | ||
| Q2 25 | 12.0% | — | ||
| Q1 25 | 10.3% | — | ||
| Q4 24 | 8.5% | — | ||
| Q3 24 | 10.7% | — | ||
| Q2 24 | 5.4% | — |
现金转化率EXPMAT
| Q1 26 | — | — | ||
| Q4 25 | 1.66× | 7.50× | ||
| Q3 25 | 1.49× | 0.26× | ||
| Q2 25 | 1.11× | -5.62× | ||
| Q1 25 | 0.94× | — | ||
| Q4 24 | 1.00× | 6.12× | ||
| Q3 24 | 1.63× | 0.42× | ||
| Q2 24 | 0.99× | -4.45× |
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% |
MAT
暂无分部数据
