vs
EAGLE MATERIALS INC（EXP）与MONRO, INC.（MNRO）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MONRO, INC.的1.9倍（$556.0M vs $293.4M），EAGLE MATERIALS INC净利率更高（18.5% vs 3.8%，领先14.7%），EAGLE MATERIALS INC同比增速更快（-0.4% vs -4.0%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $9.1M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs -2.7%）
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。
蒙罗公司（Monro, Inc.）是一家汽车服务企业，创始并总部设在美国纽约州罗切斯特。截至2025年，蒙罗共拥有1260家门店，按门店数量与营收计算，是北美仅次于Driven Brands的第二大汽车服务企业。
EXP vs MNRO — 直观对比
营收规模更大
EXP
是对方的1.9倍
$293.4M
营收增速更快
EXP
高出3.7%
-4.0%
净利率更高
EXP
高出14.7%
3.8%
自由现金流更多
EXP
多$51.6M
$9.1M
两年增速更快
EXP
近两年复合增速
-2.7%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $293.4M |
| 净利润 | $102.9M | $11.1M |
| 毛利率 | 28.9% | 34.9% |
| 营业利润率 | — | 6.3% |
| 净利率 | 18.5% | 3.8% |
| 营收同比 | -0.4% | -4.0% |
| 净利润同比 | -13.9% | 143.1% |
| 每股收益（稀释后） | $3.22 | $0.35 |
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EXPMNRO
| Q4 25 | $556.0M | $293.4M | ||
| Q3 25 | $638.9M | $288.9M | ||
| Q2 25 | $634.7M | $301.0M | ||
| Q1 25 | $470.2M | $295.0M | ||
| Q4 24 | $558.0M | $305.8M | ||
| Q3 24 | $623.6M | $301.4M | ||
| Q2 24 | $608.7M | $293.2M | ||
| Q1 24 | $476.7M | $310.1M |
净利润EXPMNRO
| Q4 25 | $102.9M | $11.1M | ||
| Q3 25 | $137.4M | $5.7M | ||
| Q2 25 | $123.4M | $-8.1M | ||
| Q1 25 | $66.5M | $-21.3M | ||
| Q4 24 | $119.6M | $4.6M | ||
| Q3 24 | $143.5M | $5.6M | ||
| Q2 24 | $133.8M | $5.9M | ||
| Q1 24 | $77.1M | $3.7M |
毛利率EXPMNRO
| Q4 25 | 28.9% | 34.9% | ||
| Q3 25 | 31.3% | 35.7% | ||
| Q2 25 | 29.2% | 35.5% | ||
| Q1 25 | 22.2% | 33.0% | ||
| Q4 24 | 31.9% | 34.3% | ||
| Q3 24 | 32.7% | 35.3% | ||
| Q2 24 | 30.7% | 37.2% | ||
| Q1 24 | 25.1% | 35.5% |
营业利润率EXPMNRO
| Q4 25 | — | 6.3% | ||
| Q3 25 | — | 4.4% | ||
| Q2 25 | — | -2.0% | ||
| Q1 25 | — | -8.1% | ||
| Q4 24 | 32.8% | 3.3% | ||
| Q3 24 | 34.2% | 4.4% | ||
| Q2 24 | 32.0% | 4.5% | ||
| Q1 24 | 26.9% | 3.3% |
净利率EXPMNRO
| Q4 25 | 18.5% | 3.8% | ||
| Q3 25 | 21.5% | 2.0% | ||
| Q2 25 | 19.4% | -2.7% | ||
| Q1 25 | 14.1% | -7.2% | ||
| Q4 24 | 21.4% | 1.5% | ||
| Q3 24 | 23.0% | 1.9% | ||
| Q2 24 | 22.0% | 2.0% | ||
| Q1 24 | 16.2% | 1.2% |
每股收益（稀释后）EXPMNRO
| Q4 25 | $3.22 | $0.35 | ||
| Q3 25 | $4.23 | $0.18 | ||
| Q2 25 | $3.76 | $-0.28 | ||
| Q1 25 | $2.01 | $-0.74 | ||
| Q4 24 | $3.56 | $0.15 | ||
| Q3 24 | $4.26 | $0.18 | ||
| Q2 24 | $3.94 | $0.19 | ||
| Q1 24 | $2.23 | $0.12 |
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 | $4.9M |
| 总债务越低越好 | — | $45.0M |
| 股东权益账面价值 | $1.5B | $604.9M |
| 总资产 | $3.8B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资EXPMNRO
| Q4 25 | $419.0M | $4.9M | ||
| Q3 25 | $35.0M | $10.5M | ||
| Q2 25 | $59.7M | $7.8M | ||
| Q1 25 | $20.4M | $20.8M | ||
| Q4 24 | $31.2M | $10.2M | ||
| Q3 24 | $93.9M | $20.9M | ||
| Q2 24 | $46.5M | $18.7M | ||
| Q1 24 | $34.9M | $6.6M |
总债务EXPMNRO
| Q4 25 | — | $45.0M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | — | $71.5M | ||
| Q1 25 | $1.2B | $61.3M | ||
| Q4 24 | — | $59.3M | ||
| Q3 24 | — | $62.0M | ||
| Q2 24 | — | $112.0M | ||
| Q1 24 | $1.1B | $102.0M |
股东权益EXPMNRO
| Q4 25 | $1.5B | $604.9M | ||
| Q3 25 | $1.5B | $601.7M | ||
| Q2 25 | $1.5B | $604.9M | ||
| Q1 25 | $1.5B | $620.8M | ||
| Q4 24 | $1.5B | $648.9M | ||
| Q3 24 | $1.4B | $651.9M | ||
| Q2 24 | $1.4B | $654.4M | ||
| Q1 24 | $1.3B | $656.8M |
总资产EXPMNRO
| Q4 25 | $3.8B | $1.6B | ||
| Q3 25 | $3.4B | $1.6B | ||
| Q2 25 | $3.4B | $1.6B | ||
| Q1 25 | $3.3B | $1.6B | ||
| Q4 24 | $3.0B | $1.7B | ||
| Q3 24 | $3.1B | $1.7B | ||
| Q2 24 | $3.0B | $1.7B | ||
| Q1 24 | $2.9B | $1.7B |
负债/权益比EXPMNRO
| Q4 25 | — | 0.07× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | 0.86× | 0.10× | ||
| Q4 24 | — | 0.09× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.17× | ||
| Q1 24 | 0.84× | 0.16× |
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 | $17.8M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $9.1M |
| 自由现金流率自由现金流/营收 | 10.9% | 3.1% |
| 资本支出强度资本支出/营收 | 19.8% | 3.0% |
| 现金转化率经营现金流/净利润 | 1.66× | 1.60× |
| 过去12个月自由现金流最近4个季度 | $231.8M | $49.6M |
8季度趋势，按日历期对齐
经营现金流EXPMNRO
| Q4 25 | $170.8M | $17.8M | ||
| Q3 25 | $204.6M | $32.3M | ||
| Q2 25 | $136.6M | $-1.9M | ||
| Q1 25 | $62.8M | $28.9M | ||
| Q4 24 | $119.9M | $14.8M | ||
| Q3 24 | $233.3M | $62.6M | ||
| Q2 24 | $132.6M | $25.6M | ||
| Q1 24 | $63.4M | $-5.3M |
自由现金流EXPMNRO
| Q4 25 | $60.8M | $9.1M | ||
| Q3 25 | $96.1M | $26.6M | ||
| Q2 25 | $60.5M | $-9.3M | ||
| Q1 25 | $14.5M | $23.2M | ||
| Q4 24 | $72.5M | $7.9M | ||
| Q3 24 | $166.8M | $57.6M | ||
| Q2 24 | $99.5M | $16.8M | ||
| Q1 24 | $30.9M | $-11.9M |
自由现金流率EXPMNRO
| Q4 25 | 10.9% | 3.1% | ||
| Q3 25 | 15.0% | 9.2% | ||
| Q2 25 | 9.5% | -3.1% | ||
| Q1 25 | 3.1% | 7.9% | ||
| Q4 24 | 13.0% | 2.6% | ||
| Q3 24 | 26.7% | 19.1% | ||
| Q2 24 | 16.3% | 5.7% | ||
| Q1 24 | 6.5% | -3.8% |
资本支出强度EXPMNRO
| Q4 25 | 19.8% | 3.0% | ||
| Q3 25 | 17.0% | 2.0% | ||
| Q2 25 | 12.0% | 2.5% | ||
| Q1 25 | 10.3% | 1.9% | ||
| Q4 24 | 8.5% | 2.2% | ||
| Q3 24 | 10.7% | 1.6% | ||
| Q2 24 | 5.4% | 3.0% | ||
| Q1 24 | 6.8% | 2.1% |
现金转化率EXPMNRO
| Q4 25 | 1.66× | 1.60× | ||
| Q3 25 | 1.49× | 5.71× | ||
| Q2 25 | 1.11× | — | ||
| Q1 25 | 0.94× | — | ||
| Q4 24 | 1.00× | 3.23× | ||
| Q3 24 | 1.63× | 11.08× | ||
| Q2 24 | 0.99× | 4.37× | ||
| Q1 24 | 0.82× | -1.42× |
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% |
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
