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EAGLE MATERIALS INC（EXP）与OSI SYSTEMS INC（OSIS）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OSI SYSTEMS INC的1.2倍（$556.0M vs $464.1M），EAGLE MATERIALS INC净利率更高（18.5% vs 8.3%，领先10.2%），OSI SYSTEMS INC同比增速更快（10.5% vs -0.4%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $55.5M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs 7.0%）
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。
OSI系统公司是总部位于美国加利福尼亚州的企业，主营安全检测系统、医疗设备及光电器件三大业务板块，产品涵盖机场安检X光机、金属探测器、医疗监护与麻醉系统等，旗下拥有Spacelabs Healthcare、Rapiscan Systems、OSI Optoelectronics等子公司，全球员工规模约3180人。
EXP vs OSIS — 直观对比
营收规模更大
EXP
是对方的1.2倍
$464.1M
营收增速更快
OSIS
高出10.9%
-0.4%
净利率更高
EXP
高出10.2%
8.3%
自由现金流更多
EXP
多$5.2M
$55.5M
两年增速更快
EXP
近两年复合增速
7.0%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $464.1M |
| 净利润 | $102.9M | $38.7M |
| 毛利率 | 28.9% | 32.7% |
| 营业利润率 | — | 12.7% |
| 净利率 | 18.5% | 8.3% |
| 营收同比 | -0.4% | 10.5% |
| 净利润同比 | -13.9% | 2.3% |
| 每股收益（稀释后） | $3.22 | $2.22 |
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EXPOSIS
| Q4 25 | $556.0M | $464.1M | ||
| Q3 25 | $638.9M | $384.6M | ||
| Q2 25 | $634.7M | $505.0M | ||
| Q1 25 | $470.2M | $444.4M | ||
| Q4 24 | $558.0M | $419.8M | ||
| Q3 24 | $623.6M | $344.0M | ||
| Q2 24 | $608.7M | $480.9M | ||
| Q1 24 | $476.7M | $405.4M |
净利润EXPOSIS
| Q4 25 | $102.9M | $38.7M | ||
| Q3 25 | $137.4M | $20.6M | ||
| Q2 25 | $123.4M | $52.7M | ||
| Q1 25 | $66.5M | $41.1M | ||
| Q4 24 | $119.6M | $37.8M | ||
| Q3 24 | $143.5M | $17.9M | ||
| Q2 24 | $133.8M | $44.7M | ||
| Q1 24 | $77.1M | $34.0M |
毛利率EXPOSIS
| Q4 25 | 28.9% | 32.7% | ||
| Q3 25 | 31.3% | 32.0% | ||
| Q2 25 | 29.2% | 33.3% | ||
| Q1 25 | 22.2% | 33.8% | ||
| Q4 24 | 31.9% | 35.1% | ||
| Q3 24 | 32.7% | 35.3% | ||
| Q2 24 | 30.7% | 32.1% | ||
| Q1 24 | 25.1% | 33.6% |
营业利润率EXPOSIS
| Q4 25 | — | 12.7% | ||
| Q3 25 | — | 8.6% | ||
| Q2 25 | — | 14.5% | ||
| Q1 25 | — | 12.7% | ||
| Q4 24 | 32.8% | 13.8% | ||
| Q3 24 | 34.2% | 8.8% | ||
| Q2 24 | 32.0% | 13.1% | ||
| Q1 24 | 26.9% | 12.7% |
净利率EXPOSIS
| Q4 25 | 18.5% | 8.3% | ||
| Q3 25 | 21.5% | 5.3% | ||
| Q2 25 | 19.4% | 10.4% | ||
| Q1 25 | 14.1% | 9.3% | ||
| Q4 24 | 21.4% | 9.0% | ||
| Q3 24 | 23.0% | 5.2% | ||
| Q2 24 | 22.0% | 9.3% | ||
| Q1 24 | 16.2% | 8.4% |
每股收益（稀释后）EXPOSIS
| Q4 25 | $3.22 | $2.22 | ||
| Q3 25 | $4.23 | $1.18 | ||
| Q2 25 | $3.76 | $3.04 | ||
| Q1 25 | $2.01 | $2.40 | ||
| Q4 24 | $3.56 | $2.22 | ||
| Q3 24 | $4.26 | $1.05 | ||
| Q2 24 | $3.94 | $2.57 | ||
| Q1 24 | $2.23 | $1.95 |
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 | $336.7M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $1.5B | $845.5M |
| 总资产 | $3.8B | $2.5B |
| 负债/权益比越低杠杆越低 | — | 1.19× |
8季度趋势，按日历期对齐
现金及短期投资EXPOSIS
| Q4 25 | $419.0M | $336.7M | ||
| Q3 25 | $35.0M | $124.4M | ||
| Q2 25 | $59.7M | $106.4M | ||
| Q1 25 | $20.4M | $95.8M | ||
| Q4 24 | $31.2M | $101.6M | ||
| Q3 24 | $93.9M | $85.1M | ||
| Q2 24 | $46.5M | $95.4M | ||
| Q1 24 | $34.9M | $101.4M |
总债务EXPOSIS
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $442.2M | ||
| Q2 25 | — | $471.6M | ||
| Q1 25 | $1.2B | $473.2M | ||
| Q4 24 | — | $474.8M | ||
| Q3 24 | — | $476.3M | ||
| Q2 24 | — | $137.6M | ||
| Q1 24 | $1.1B | — |
股东权益EXPOSIS
| Q4 25 | $1.5B | $845.5M | ||
| Q3 25 | $1.5B | $946.0M | ||
| Q2 25 | $1.5B | $951.1M | ||
| Q1 25 | $1.5B | $879.3M | ||
| Q4 24 | $1.5B | $825.8M | ||
| Q3 24 | $1.4B | $786.5M | ||
| Q2 24 | $1.4B | $863.5M | ||
| Q1 24 | $1.3B | $813.4M |
总资产EXPOSIS
| Q4 25 | $3.8B | $2.5B | ||
| Q3 25 | $3.4B | $2.3B | ||
| Q2 25 | $3.4B | $2.2B | ||
| Q1 25 | $3.3B | $2.1B | ||
| Q4 24 | $3.0B | $2.1B | ||
| Q3 24 | $3.1B | $2.1B | ||
| Q2 24 | $3.0B | $1.9B | ||
| Q1 24 | $2.9B | $1.8B |
负债/权益比EXPOSIS
| Q4 25 | — | 1.19× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | 0.86× | 0.54× | ||
| Q4 24 | — | 0.57× | ||
| Q3 24 | — | 0.61× | ||
| Q2 24 | — | 0.16× | ||
| Q1 24 | 0.84× | — |
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 | $62.2M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $55.5M |
| 自由现金流率自由现金流/营收 | 10.9% | 12.0% |
| 资本支出强度资本支出/营收 | 19.8% | 1.4% |
| 现金转化率经营现金流/净利润 | 1.66× | 1.61× |
| 过去12个月自由现金流最近4个季度 | $231.8M | $137.2M |
8季度趋势，按日历期对齐
经营现金流EXPOSIS
| Q4 25 | $170.8M | $62.2M | ||
| Q3 25 | $204.6M | $17.1M | ||
| Q2 25 | $136.6M | $562.0K | ||
| Q1 25 | $62.8M | $81.6M | ||
| Q4 24 | $119.9M | $52.5M | ||
| Q3 24 | $233.3M | $-37.2M | ||
| Q2 24 | $132.6M | $-29.0M | ||
| Q1 24 | $63.4M | $-52.1M |
自由现金流EXPOSIS
| Q4 25 | $60.8M | $55.5M | ||
| Q3 25 | $96.1M | $10.1M | ||
| Q2 25 | $60.5M | $-5.6M | ||
| Q1 25 | $14.5M | $77.1M | ||
| Q4 24 | $72.5M | $47.1M | ||
| Q3 24 | $166.8M | $-44.9M | ||
| Q2 24 | $99.5M | $-37.5M | ||
| Q1 24 | $30.9M | $-57.0M |
自由现金流率EXPOSIS
| Q4 25 | 10.9% | 12.0% | ||
| Q3 25 | 15.0% | 2.6% | ||
| Q2 25 | 9.5% | -1.1% | ||
| Q1 25 | 3.1% | 17.4% | ||
| Q4 24 | 13.0% | 11.2% | ||
| Q3 24 | 26.7% | -13.0% | ||
| Q2 24 | 16.3% | -7.8% | ||
| Q1 24 | 6.5% | -14.1% |
资本支出强度EXPOSIS
| Q4 25 | 19.8% | 1.4% | ||
| Q3 25 | 17.0% | 1.8% | ||
| Q2 25 | 12.0% | 1.2% | ||
| Q1 25 | 10.3% | 1.0% | ||
| Q4 24 | 8.5% | 1.3% | ||
| Q3 24 | 10.7% | 2.2% | ||
| Q2 24 | 5.4% | 1.8% | ||
| Q1 24 | 6.8% | 1.2% |
现金转化率EXPOSIS
| Q4 25 | 1.66× | 1.61× | ||
| Q3 25 | 1.49× | 0.83× | ||
| Q2 25 | 1.11× | 0.01× | ||
| Q1 25 | 0.94× | 1.98× | ||
| Q4 24 | 1.00× | 1.39× | ||
| Q3 24 | 1.63× | -2.07× | ||
| Q2 24 | 0.99× | -0.65× | ||
| Q1 24 | 0.82× | -1.53× |
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% |
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
