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EAGLE MATERIALS INC(EXP)与PROSPERITY BANCSHARES INC(PB)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PROSPERITY BANCSHARES INC的1.5倍($556.0M vs $367.6M),PROSPERITY BANCSHARES INC净利率更高(31.6% vs 18.5%,领先13.1%),过去两年PROSPERITY BANCSHARES INC的营收复合增速更高(19.2% 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。
Prosperity Bancshares Inc.是总部位于美国得克萨斯州休斯顿的银行控股公司,业务覆盖得克萨斯州及俄克拉荷马州中部。截至2019年12月31日,公司共运营285家分支机构,广泛分布在休斯顿、达拉斯-沃斯堡都会区及得州南部、东部、中部、西部等区域。
EXP vs PB — 直观对比
营收规模更大
EXP
是对方的1.5倍
$367.6M
净利率更高
PB
高出13.1%
18.5%
两年增速更快
PB
近两年复合增速
8.0%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $556.0M | $367.6M |
| 净利润 | $102.9M | $116.3M |
| 毛利率 | 28.9% | — |
| 营业利润率 | — | — |
| 净利率 | 18.5% | 31.6% |
| 营收同比 | -0.4% | — |
| 净利润同比 | -13.9% | -10.7% |
| 每股收益(稀释后) | $3.22 | $1.16 |
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
EXP
PB
| Q1 26 | — | $367.6M | ||
| Q4 25 | $556.0M | $275.0M | ||
| Q3 25 | $638.9M | $273.4M | ||
| Q2 25 | $634.7M | $267.7M | ||
| Q1 25 | $470.2M | $265.4M | ||
| Q4 24 | $558.0M | $267.8M | ||
| Q3 24 | $623.6M | $261.7M | ||
| Q2 24 | $608.7M | $258.8M |
净利润
EXP
PB
| Q1 26 | — | $116.3M | ||
| Q4 25 | $102.9M | $139.9M | ||
| Q3 25 | $137.4M | $137.6M | ||
| Q2 25 | $123.4M | $135.2M | ||
| Q1 25 | $66.5M | $130.2M | ||
| Q4 24 | $119.6M | $130.1M | ||
| Q3 24 | $143.5M | $127.3M | ||
| Q2 24 | $133.8M | $111.6M |
毛利率
EXP
PB
| Q1 26 | — | — | ||
| Q4 25 | 28.9% | — | ||
| Q3 25 | 31.3% | — | ||
| Q2 25 | 29.2% | — | ||
| Q1 25 | 22.2% | — | ||
| Q4 24 | 31.9% | — | ||
| Q3 24 | 32.7% | — | ||
| Q2 24 | 30.7% | — |
营业利润率
EXP
PB
| Q1 26 | — | — | ||
| Q4 25 | — | 65.1% | ||
| Q3 25 | — | 64.4% | ||
| Q2 25 | — | 64.3% | ||
| Q1 25 | — | 62.7% | ||
| Q4 24 | 32.8% | 62.0% | ||
| Q3 24 | 34.2% | 62.1% | ||
| Q2 24 | 32.0% | 55.2% |
净利率
EXP
PB
| Q1 26 | — | 31.6% | ||
| Q4 25 | 18.5% | 50.9% | ||
| Q3 25 | 21.5% | 50.3% | ||
| Q2 25 | 19.4% | 50.5% | ||
| Q1 25 | 14.1% | 49.1% | ||
| Q4 24 | 21.4% | 48.6% | ||
| Q3 24 | 23.0% | 48.6% | ||
| Q2 24 | 22.0% | 43.1% |
每股收益(稀释后)
EXP
PB
| Q1 26 | — | $1.16 | ||
| Q4 25 | $3.22 | $1.48 | ||
| Q3 25 | $4.23 | $1.45 | ||
| Q2 25 | $3.76 | $1.42 | ||
| Q1 25 | $2.01 | $1.37 | ||
| Q4 24 | $3.56 | $1.36 | ||
| Q3 24 | $4.26 | $1.34 | ||
| Q2 24 | $3.94 | $1.17 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $8.2B |
| 总资产 | $3.8B | $43.6B |
| 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
EXP
PB
| Q1 26 | — | — | ||
| Q4 25 | $419.0M | — | ||
| Q3 25 | $35.0M | — | ||
| Q2 25 | $59.7M | — | ||
| Q1 25 | $20.4M | — | ||
| Q4 24 | $31.2M | — | ||
| Q3 24 | $93.9M | — | ||
| Q2 24 | $46.5M | — |
总债务
EXP
PB
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
EXP
PB
| Q1 26 | — | $8.2B | ||
| Q4 25 | $1.5B | $7.6B | ||
| Q3 25 | $1.5B | $7.7B | ||
| Q2 25 | $1.5B | $7.6B | ||
| Q1 25 | $1.5B | $7.5B | ||
| Q4 24 | $1.5B | $7.4B | ||
| Q3 24 | $1.4B | $7.4B | ||
| Q2 24 | $1.4B | $7.3B |
总资产
EXP
PB
| Q1 26 | — | $43.6B | ||
| Q4 25 | $3.8B | $38.5B | ||
| Q3 25 | $3.4B | $38.3B | ||
| Q2 25 | $3.4B | $38.4B | ||
| Q1 25 | $3.3B | $38.8B | ||
| Q4 24 | $3.0B | $39.6B | ||
| Q3 24 | $3.1B | $40.1B | ||
| Q2 24 | $3.0B | $39.8B |
负债/权益比
EXP
PB
| 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 | — |
| 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
EXP
PB
| Q1 26 | — | — | ||
| Q4 25 | $170.8M | $78.3M | ||
| Q3 25 | $204.6M | $194.8M | ||
| Q2 25 | $136.6M | $98.2M | ||
| Q1 25 | $62.8M | $178.2M | ||
| Q4 24 | $119.9M | $-205.8M | ||
| Q3 24 | $233.3M | $274.6M | ||
| Q2 24 | $132.6M | $216.5M |
自由现金流
EXP
PB
| Q1 26 | — | — | ||
| Q4 25 | $60.8M | $68.5M | ||
| Q3 25 | $96.1M | $185.7M | ||
| Q2 25 | $60.5M | $91.8M | ||
| Q1 25 | $14.5M | $171.1M | ||
| Q4 24 | $72.5M | $-210.7M | ||
| Q3 24 | $166.8M | $270.2M | ||
| Q2 24 | $99.5M | $211.8M |
自由现金流率
EXP
PB
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | 24.9% | ||
| Q3 25 | 15.0% | 67.9% | ||
| Q2 25 | 9.5% | 34.3% | ||
| Q1 25 | 3.1% | 64.5% | ||
| Q4 24 | 13.0% | -78.7% | ||
| Q3 24 | 26.7% | 103.3% | ||
| Q2 24 | 16.3% | 81.8% |
资本支出强度
EXP
PB
| Q1 26 | — | — | ||
| Q4 25 | 19.8% | 3.6% | ||
| Q3 25 | 17.0% | 3.3% | ||
| Q2 25 | 12.0% | 2.4% | ||
| Q1 25 | 10.3% | 2.7% | ||
| Q4 24 | 8.5% | 1.8% | ||
| Q3 24 | 10.7% | 1.7% | ||
| Q2 24 | 5.4% | 1.8% |
现金转化率
EXP
PB
| Q1 26 | — | — | ||
| Q4 25 | 1.66× | 0.56× | ||
| Q3 25 | 1.49× | 1.42× | ||
| Q2 25 | 1.11× | 0.73× | ||
| Q1 25 | 0.94× | 1.37× | ||
| Q4 24 | 1.00× | -1.58× | ||
| Q3 24 | 1.63× | 2.16× | ||
| Q2 24 | 0.99× | 1.94× |
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% |
PB
| Net Interest Income | $321.1M | 87% |
| Noninterest Income | $46.5M | 13% |