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EAGLE MATERIALS INC（EXP）与Opendoor Technologies Inc.（OPEN）财务数据对比。点击上方公司名可切换其他公司
Opendoor Technologies Inc.的季度营收约是EAGLE MATERIALS INC的1.3倍（$720.0M vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs -24.0%，领先42.5%），EAGLE MATERIALS INC同比增速更快（-0.4% vs -37.6%），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs -31.0%）
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。
Opendoor Technologies Inc.是一家主营住宅房地产买卖的线上企业，总部位于旧金山。平台可通过线上流程向房主提供房屋即时现金报价，收购房产后进行修缮再重新挂牌出售，同时还提供基于移动端应用的购房服务及配套融资方案，截至2021年11月业务覆盖美国44个区域市场。
EXP vs OPEN — 直观对比
营收规模更大
OPEN
是对方的1.3倍
$556.0M
营收增速更快
EXP
高出37.2%
-37.6%
净利率更高
EXP
高出42.5%
-24.0%
两年增速更快
EXP
近两年复合增速
-31.0%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $720.0M |
| 净利润 | $102.9M | $-173.0M |
| 毛利率 | 28.9% | 10.0% |
| 营业利润率 | — | 67.9% |
| 净利率 | 18.5% | -24.0% |
| 营收同比 | -0.4% | -37.6% |
| 净利润同比 | -13.9% | -103.5% |
| 每股收益（稀释后） | $3.22 | $-0.18 |
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EXPOPEN
| Q1 26 | — | $720.0M | ||
| Q4 25 | $556.0M | $736.0M | ||
| Q3 25 | $638.9M | $915.0M | ||
| Q2 25 | $634.7M | $1.6B | ||
| Q1 25 | $470.2M | $1.2B | ||
| Q4 24 | $558.0M | $1.1B | ||
| Q3 24 | $623.6M | $1.4B | ||
| Q2 24 | $608.7M | $1.5B |
净利润EXPOPEN
| Q1 26 | — | $-173.0M | ||
| Q4 25 | $102.9M | $-1.1B | ||
| Q3 25 | $137.4M | $-90.0M | ||
| Q2 25 | $123.4M | $-29.0M | ||
| Q1 25 | $66.5M | $-85.0M | ||
| Q4 24 | $119.6M | $-113.0M | ||
| Q3 24 | $143.5M | $-78.0M | ||
| Q2 24 | $133.8M | $-92.0M |
毛利率EXPOPEN
| Q1 26 | — | 10.0% | ||
| Q4 25 | 28.9% | 7.7% | ||
| Q3 25 | 31.3% | 7.2% | ||
| Q2 25 | 29.2% | 8.2% | ||
| Q1 25 | 22.2% | 8.6% | ||
| Q4 24 | 31.9% | 7.8% | ||
| Q3 24 | 32.7% | 7.6% | ||
| Q2 24 | 30.7% | 8.5% |
营业利润率EXPOPEN
| Q1 26 | — | 67.9% | ||
| Q4 25 | — | -20.4% | ||
| Q3 25 | — | -7.4% | ||
| Q2 25 | — | -0.8% | ||
| Q1 25 | — | -4.9% | ||
| Q4 24 | 32.8% | -8.7% | ||
| Q3 24 | 34.2% | -4.9% | ||
| Q2 24 | 32.0% | -4.8% |
净利率EXPOPEN
| Q1 26 | — | -24.0% | ||
| Q4 25 | 18.5% | -148.9% | ||
| Q3 25 | 21.5% | -9.8% | ||
| Q2 25 | 19.4% | -1.9% | ||
| Q1 25 | 14.1% | -7.4% | ||
| Q4 24 | 21.4% | -10.4% | ||
| Q3 24 | 23.0% | -5.7% | ||
| Q2 24 | 22.0% | -6.1% |
每股收益（稀释后）EXPOPEN
| Q1 26 | — | $-0.18 | ||
| Q4 25 | $3.22 | $-1.42 | ||
| Q3 25 | $4.23 | $-0.12 | ||
| Q2 25 | $3.76 | $-0.04 | ||
| Q1 25 | $2.01 | $-0.12 | ||
| Q4 24 | $3.56 | $-0.16 | ||
| Q3 24 | $4.26 | $-0.11 | ||
| Q2 24 | $3.94 | $-0.13 |
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 | $999.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $954.0M |
| 总资产 | $3.8B | $2.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资EXPOPEN
| Q1 26 | — | $999.0M | ||
| Q4 25 | $419.0M | $962.0M | ||
| Q3 25 | $35.0M | $962.0M | ||
| Q2 25 | $59.7M | $789.0M | ||
| Q1 25 | $20.4M | $559.0M | ||
| Q4 24 | $31.2M | $679.0M | ||
| Q3 24 | $93.9M | $837.0M | ||
| Q2 24 | $46.5M | $809.0M |
总债务EXPOPEN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益EXPOPEN
| Q1 26 | — | $954.0M | ||
| Q4 25 | $1.5B | $1.0B | ||
| Q3 25 | $1.5B | $811.0M | ||
| Q2 25 | $1.5B | $631.0M | ||
| Q1 25 | $1.5B | $645.0M | ||
| Q4 24 | $1.5B | $713.0M | ||
| Q3 24 | $1.4B | $801.0M | ||
| Q2 24 | $1.4B | $845.0M |
总资产EXPOPEN
| Q1 26 | — | $2.3B | ||
| Q4 25 | $3.8B | $2.4B | ||
| Q3 25 | $3.4B | $2.7B | ||
| Q2 25 | $3.4B | $2.9B | ||
| Q1 25 | $3.3B | $3.3B | ||
| Q4 24 | $3.0B | $3.1B | ||
| Q3 24 | $3.1B | $3.4B | ||
| Q2 24 | $3.0B | $3.4B |
负债/权益比EXPOPEN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $-246.0M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | — |
| 自由现金流率自由现金流/营收 | 10.9% | — |
| 资本支出强度资本支出/营收 | 19.8% | — |
| 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EXPOPEN
| Q1 26 | — | $-246.0M | ||
| Q4 25 | $170.8M | $70.0M | ||
| Q3 25 | $204.6M | $435.0M | ||
| Q2 25 | $136.6M | $823.0M | ||
| Q1 25 | $62.8M | $-279.0M | ||
| Q4 24 | $119.9M | $-80.0M | ||
| Q3 24 | $233.3M | $62.0M | ||
| Q2 24 | $132.6M | $-399.0M |
自由现金流EXPOPEN
| Q1 26 | — | — | ||
| Q4 25 | $60.8M | $67.0M | ||
| Q3 25 | $96.1M | $432.0M | ||
| Q2 25 | $60.5M | $821.0M | ||
| Q1 25 | $14.5M | $-283.0M | ||
| Q4 24 | $72.5M | $-83.0M | ||
| Q3 24 | $166.8M | $56.0M | ||
| Q2 24 | $99.5M | $-407.0M |
自由现金流率EXPOPEN
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | 9.1% | ||
| Q3 25 | 15.0% | 47.2% | ||
| Q2 25 | 9.5% | 52.4% | ||
| Q1 25 | 3.1% | -24.5% | ||
| Q4 24 | 13.0% | -7.7% | ||
| Q3 24 | 26.7% | 4.1% | ||
| Q2 24 | 16.3% | -26.9% |
资本支出强度EXPOPEN
| Q1 26 | — | — | ||
| Q4 25 | 19.8% | 0.4% | ||
| Q3 25 | 17.0% | 0.3% | ||
| Q2 25 | 12.0% | 0.1% | ||
| Q1 25 | 10.3% | 0.3% | ||
| Q4 24 | 8.5% | 0.3% | ||
| Q3 24 | 10.7% | 0.4% | ||
| Q2 24 | 5.4% | 0.5% |
现金转化率EXPOPEN
| Q1 26 | — | — | ||
| Q4 25 | 1.66× | — | ||
| Q3 25 | 1.49× | — | ||
| Q2 25 | 1.11× | — | ||
| Q1 25 | 0.94× | — | ||
| Q4 24 | 1.00× | — | ||
| Q3 24 | 1.63× | — | ||
| Q2 24 | 0.99× | — |
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% |
OPEN
暂无分部数据
