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EAGLE MATERIALS INC（EXP）与Quanex Building Products CORP（NX）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Quanex Building Products CORP的1.1倍（$556.0M vs $495.3M），EAGLE MATERIALS INC净利率更高（18.5% vs -55.7%，领先74.2%），Quanex Building Products CORP同比增速更快（76.7% vs -0.4%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $46.2M），过去两年Quanex Building Products CORP的营收复合增速更高（29.5% 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。
Quanex Building Products是一家工程建筑组件及材料制造商，核心产品包括中空玻璃间隔条、门窗系统、橱柜及家具部件，服务北美、欧洲的住宅及商业建筑市场，主打节能可持续的建筑解决方案。
EXP vs NX — 直观对比
营收规模更大
EXP
是对方的1.1倍
$495.3M
营收增速更快
NX
高出77.0%
-0.4%
净利率更高
EXP
高出74.2%
-55.7%
自由现金流更多
EXP
多$14.6M
$46.2M
两年增速更快
NX
近两年复合增速
8.0%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $495.3M |
| 净利润 | $102.9M | $-276.0M |
| 毛利率 | 28.9% | 27.9% |
| 营业利润率 | — | -54.7% |
| 净利率 | 18.5% | -55.7% |
| 营收同比 | -0.4% | 76.7% |
| 净利润同比 | -13.9% | -1188.8% |
| 每股收益（稀释后） | $3.22 | $-6.04 |
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EXPNX
| Q4 25 | $556.0M | — | ||
| Q3 25 | $638.9M | $495.3M | ||
| Q2 25 | $634.7M | $452.5M | ||
| Q1 25 | $470.2M | $400.0M | ||
| Q4 24 | $558.0M | $492.2M | ||
| Q3 24 | $623.6M | $280.3M | ||
| Q2 24 | $608.7M | $266.2M | ||
| Q1 24 | $476.7M | $239.2M |
净利润EXPNX
| Q4 25 | $102.9M | — | ||
| Q3 25 | $137.4M | $-276.0M | ||
| Q2 25 | $123.4M | $20.5M | ||
| Q1 25 | $66.5M | $-14.9M | ||
| Q4 24 | $119.6M | $-13.9M | ||
| Q3 24 | $143.5M | $25.4M | ||
| Q2 24 | $133.8M | $15.4M | ||
| Q1 24 | $77.1M | $6.2M |
毛利率EXPNX
| Q4 25 | 28.9% | — | ||
| Q3 25 | 31.3% | 27.9% | ||
| Q2 25 | 29.2% | 29.0% | ||
| Q1 25 | 22.2% | 23.1% | ||
| Q4 24 | 31.9% | — | ||
| Q3 24 | 32.7% | 25.3% | ||
| Q2 24 | 30.7% | 24.9% | ||
| Q1 24 | 25.1% | 21.5% |
营业利润率EXPNX
| Q4 25 | — | — | ||
| Q3 25 | — | -54.7% | ||
| Q2 25 | — | 9.0% | ||
| Q1 25 | — | -1.7% | ||
| Q4 24 | 32.8% | 0.6% | ||
| Q3 24 | 34.2% | 8.4% | ||
| Q2 24 | 32.0% | 7.8% | ||
| Q1 24 | 26.9% | 3.3% |
净利率EXPNX
| Q4 25 | 18.5% | — | ||
| Q3 25 | 21.5% | -55.7% | ||
| Q2 25 | 19.4% | 4.5% | ||
| Q1 25 | 14.1% | -3.7% | ||
| Q4 24 | 21.4% | -2.8% | ||
| Q3 24 | 23.0% | 9.0% | ||
| Q2 24 | 22.0% | 5.8% | ||
| Q1 24 | 16.2% | 2.6% |
每股收益（稀释后）EXPNX
| Q4 25 | $3.22 | — | ||
| Q3 25 | $4.23 | $-6.04 | ||
| Q2 25 | $3.76 | $0.44 | ||
| Q1 25 | $2.01 | $-0.32 | ||
| Q4 24 | $3.56 | $-0.52 | ||
| Q3 24 | $4.26 | $0.77 | ||
| Q2 24 | $3.94 | $0.46 | ||
| Q1 24 | $2.23 | $0.19 |
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 | $66.3M |
| 总债务越低越好 | — | $695.6M |
| 股东权益账面价值 | $1.5B | $717.4M |
| 总资产 | $3.8B | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.97× |
8季度趋势，按日历期对齐
现金及短期投资EXPNX
| Q4 25 | $419.0M | — | ||
| Q3 25 | $35.0M | $66.3M | ||
| Q2 25 | $59.7M | $62.6M | ||
| Q1 25 | $20.4M | $50.0M | ||
| Q4 24 | $31.2M | $97.7M | ||
| Q3 24 | $93.9M | $94.0M | ||
| Q2 24 | $46.5M | $56.1M | ||
| Q1 24 | $34.9M | $44.4M |
总债务EXPNX
| Q4 25 | — | — | ||
| Q3 25 | — | $695.6M | ||
| Q2 25 | — | $746.4M | ||
| Q1 25 | $1.2B | $725.2M | ||
| Q4 24 | — | $737.2M | ||
| Q3 24 | — | $51.4M | ||
| Q2 24 | — | $51.5M | ||
| Q1 24 | $1.1B | $61.6M |
股东权益EXPNX
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | $717.4M | ||
| Q2 25 | $1.5B | $1.0B | ||
| Q1 25 | $1.5B | $972.1M | ||
| Q4 24 | $1.5B | $1.0B | ||
| Q3 24 | $1.4B | $594.1M | ||
| Q2 24 | $1.4B | $566.1M | ||
| Q1 24 | $1.3B | $555.0M |
总资产EXPNX
| Q4 25 | $3.8B | — | ||
| Q3 25 | $3.4B | $2.0B | ||
| Q2 25 | $3.4B | $2.3B | ||
| Q1 25 | $3.3B | $2.2B | ||
| Q4 24 | $3.0B | $2.3B | ||
| Q3 24 | $3.1B | $872.5M | ||
| Q2 24 | $3.0B | $837.2M | ||
| Q1 24 | $2.9B | $813.4M |
负债/权益比EXPNX
| Q4 25 | — | — | ||
| Q3 25 | — | 0.97× | ||
| Q2 25 | — | 0.75× | ||
| Q1 25 | 0.86× | 0.75× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.09× | ||
| Q2 24 | — | 0.09× | ||
| Q1 24 | 0.84× | 0.11× |
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 | $60.7M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $46.2M |
| 自由现金流率自由现金流/营收 | 10.9% | 9.3% |
| 资本支出强度资本支出/营收 | 19.8% | 2.9% |
| 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 | $27.5M |
8季度趋势，按日历期对齐
经营现金流EXPNX
| Q4 25 | $170.8M | — | ||
| Q3 25 | $204.6M | $60.7M | ||
| Q2 25 | $136.6M | $28.5M | ||
| Q1 25 | $62.8M | $-12.5M | ||
| Q4 24 | $119.9M | $5.5M | ||
| Q3 24 | $233.3M | $46.4M | ||
| Q2 24 | $132.6M | $33.1M | ||
| Q1 24 | $63.4M | $3.9M |
自由现金流EXPNX
| Q4 25 | $60.8M | — | ||
| Q3 25 | $96.1M | $46.2M | ||
| Q2 25 | $60.5M | $13.6M | ||
| Q1 25 | $14.5M | $-24.1M | ||
| Q4 24 | $72.5M | $-8.2M | ||
| Q3 24 | $166.8M | $40.1M | ||
| Q2 24 | $99.5M | $25.5M | ||
| Q1 24 | $30.9M | $-5.7M |
自由现金流率EXPNX
| Q4 25 | 10.9% | — | ||
| Q3 25 | 15.0% | 9.3% | ||
| Q2 25 | 9.5% | 3.0% | ||
| Q1 25 | 3.1% | -6.0% | ||
| Q4 24 | 13.0% | -1.7% | ||
| Q3 24 | 26.7% | 14.3% | ||
| Q2 24 | 16.3% | 9.6% | ||
| Q1 24 | 6.5% | -2.4% |
资本支出强度EXPNX
| Q4 25 | 19.8% | — | ||
| Q3 25 | 17.0% | 2.9% | ||
| Q2 25 | 12.0% | 3.3% | ||
| Q1 25 | 10.3% | 2.9% | ||
| Q4 24 | 8.5% | 2.8% | ||
| Q3 24 | 10.7% | 2.2% | ||
| Q2 24 | 5.4% | 2.9% | ||
| Q1 24 | 6.8% | 4.0% |
现金转化率EXPNX
| Q4 25 | 1.66× | — | ||
| Q3 25 | 1.49× | — | ||
| Q2 25 | 1.11× | 1.39× | ||
| Q1 25 | 0.94× | — | ||
| Q4 24 | 1.00× | — | ||
| Q3 24 | 1.63× | 1.83× | ||
| Q2 24 | 0.99× | 2.15× | ||
| Q1 24 | 0.82× | 0.62× |
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% |
NX
| Window And Door Hardware | $150.3M | 30% |
| Screens | $76.8M | 16% |
| Window Profiles | $68.2M | 14% |
| Spacers | $54.7M | 11% |
| Wood Solutions | $53.4M | 11% |
| Seals And Gaskets | $29.9M | 6% |
| Access Solutions | $27.4M | 6% |
| Mixing Solution | $21.5M | 4% |
| Solar | $5.3M | 1% |
| Product Type Other | $3.3M | 1% |
