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EAGLE MATERIALS INC（EXP）与PROCORE TECHNOLOGIES, INC.（PCOR）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PROCORE TECHNOLOGIES, INC.的1.6倍（$556.0M vs $349.1M），EAGLE MATERIALS INC净利率更高（18.5% vs -10.8%，领先29.3%），PROCORE TECHNOLOGIES, INC.同比增速更快（15.6% vs -0.4%），PROCORE TECHNOLOGIES, INC.自由现金流更多（$109.2M vs $60.8M），过去两年PROCORE TECHNOLOGIES, INC.的营收复合增速更高（13.8% 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。
Procore Technologies是2002年成立的美国建筑管理软件即服务（SaaS）企业，总部位于加利福尼亚州卡平特里亚。公司打造的全球平台可连接建筑行业从业者，支持搭建简化工作流，统一展现建筑项目信息，覆盖任务追踪、项目流程管理、日程排期等核心功能。
EXP vs PCOR — 直观对比
营收规模更大
EXP
是对方的1.6倍
$349.1M
营收增速更快
PCOR
高出16.0%
-0.4%
净利率更高
EXP
高出29.3%
-10.8%
自由现金流更多
PCOR
多$48.5M
$60.8M
两年增速更快
PCOR
近两年复合增速
8.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $349.1M |
| 净利润 | $102.9M | $-37.6M |
| 毛利率 | 28.9% | 80.1% |
| 营业利润率 | — | -12.3% |
| 净利率 | 18.5% | -10.8% |
| 营收同比 | -0.4% | 15.6% |
| 净利润同比 | -13.9% | 39.6% |
| 每股收益（稀释后） | $3.22 | $-0.25 |
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EXPPCOR
| Q4 25 | $556.0M | $349.1M | ||
| Q3 25 | $638.9M | $338.9M | ||
| Q2 25 | $634.7M | $323.9M | ||
| Q1 25 | $470.2M | $310.6M | ||
| Q4 24 | $558.0M | $302.0M | ||
| Q3 24 | $623.6M | $295.9M | ||
| Q2 24 | $608.7M | $284.3M | ||
| Q1 24 | $476.7M | $269.4M |
净利润EXPPCOR
| Q4 25 | $102.9M | $-37.6M | ||
| Q3 25 | $137.4M | $-9.1M | ||
| Q2 25 | $123.4M | $-21.1M | ||
| Q1 25 | $66.5M | $-33.0M | ||
| Q4 24 | $119.6M | $-62.3M | ||
| Q3 24 | $143.5M | $-26.4M | ||
| Q2 24 | $133.8M | $-6.3M | ||
| Q1 24 | $77.1M | $-11.0M |
毛利率EXPPCOR
| Q4 25 | 28.9% | 80.1% | ||
| Q3 25 | 31.3% | 79.7% | ||
| Q2 25 | 29.2% | 79.1% | ||
| Q1 25 | 22.2% | 79.1% | ||
| Q4 24 | 31.9% | 81.2% | ||
| Q3 24 | 32.7% | 81.4% | ||
| Q2 24 | 30.7% | 83.1% | ||
| Q1 24 | 25.1% | 83.0% |
营业利润率EXPPCOR
| Q4 25 | — | -12.3% | ||
| Q3 25 | — | -4.4% | ||
| Q2 25 | — | -9.3% | ||
| Q1 25 | — | -11.7% | ||
| Q4 24 | 32.8% | -21.9% | ||
| Q3 24 | 34.2% | -12.3% | ||
| Q2 24 | 32.0% | -5.2% | ||
| Q1 24 | 26.9% | -7.0% |
净利率EXPPCOR
| Q4 25 | 18.5% | -10.8% | ||
| Q3 25 | 21.5% | -2.7% | ||
| Q2 25 | 19.4% | -6.5% | ||
| Q1 25 | 14.1% | -10.6% | ||
| Q4 24 | 21.4% | -20.6% | ||
| Q3 24 | 23.0% | -8.9% | ||
| Q2 24 | 22.0% | -2.2% | ||
| Q1 24 | 16.2% | -4.1% |
每股收益（稀释后）EXPPCOR
| Q4 25 | $3.22 | $-0.25 | ||
| Q3 25 | $4.23 | $-0.06 | ||
| Q2 25 | $3.76 | $-0.14 | ||
| Q1 25 | $2.01 | $-0.22 | ||
| Q4 24 | $3.56 | $-0.42 | ||
| Q3 24 | $4.26 | $-0.18 | ||
| Q2 24 | $3.94 | $-0.04 | ||
| Q1 24 | $2.23 | $-0.08 |
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 | $768.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $1.3B |
| 总资产 | $3.8B | $2.2B |
| 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EXPPCOR
| Q4 25 | $419.0M | $768.5M | ||
| Q3 25 | $35.0M | $684.0M | ||
| Q2 25 | $59.7M | $620.9M | ||
| Q1 25 | $20.4M | $566.7M | ||
| Q4 24 | $31.2M | $775.4M | ||
| Q3 24 | $93.9M | $756.9M | ||
| Q2 24 | $46.5M | $735.4M | ||
| Q1 24 | $34.9M | $744.6M |
总债务EXPPCOR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.1B | — |
股东权益EXPPCOR
| Q4 25 | $1.5B | $1.3B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.5B | $1.2B | ||
| Q4 24 | $1.5B | $1.3B | ||
| Q3 24 | $1.4B | $1.3B | ||
| Q2 24 | $1.4B | $1.3B | ||
| Q1 24 | $1.3B | $1.2B |
总资产EXPPCOR
| Q4 25 | $3.8B | $2.2B | ||
| Q3 25 | $3.4B | $2.1B | ||
| Q2 25 | $3.4B | $2.0B | ||
| Q1 25 | $3.3B | $1.9B | ||
| Q4 24 | $3.0B | $2.1B | ||
| Q3 24 | $3.1B | $2.0B | ||
| Q2 24 | $3.0B | $2.0B | ||
| Q1 24 | $2.9B | $1.9B |
负债/权益比EXPPCOR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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 | $114.9M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $109.2M |
| 自由现金流率自由现金流/营收 | 10.9% | 31.3% |
| 资本支出强度资本支出/营收 | 19.8% | 1.6% |
| 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 | $282.2M |
8季度趋势，按日历期对齐
经营现金流EXPPCOR
| Q4 25 | $170.8M | $114.9M | ||
| Q3 25 | $204.6M | $88.5M | ||
| Q2 25 | $136.6M | $30.8M | ||
| Q1 25 | $62.8M | $66.0M | ||
| Q4 24 | $119.9M | $29.1M | ||
| Q3 24 | $233.3M | $39.3M | ||
| Q2 24 | $132.6M | $58.7M | ||
| Q1 24 | $63.4M | $69.1M |
自由现金流EXPPCOR
| Q4 25 | $60.8M | $109.2M | ||
| Q3 25 | $96.1M | $83.1M | ||
| Q2 25 | $60.5M | $27.9M | ||
| Q1 25 | $14.5M | $62.0M | ||
| Q4 24 | $72.5M | $17.4M | ||
| Q3 24 | $166.8M | $35.7M | ||
| Q2 24 | $99.5M | $56.8M | ||
| Q1 24 | $30.9M | $67.1M |
自由现金流率EXPPCOR
| Q4 25 | 10.9% | 31.3% | ||
| Q3 25 | 15.0% | 24.5% | ||
| Q2 25 | 9.5% | 8.6% | ||
| Q1 25 | 3.1% | 20.0% | ||
| Q4 24 | 13.0% | 5.8% | ||
| Q3 24 | 26.7% | 12.1% | ||
| Q2 24 | 16.3% | 20.0% | ||
| Q1 24 | 6.5% | 24.9% |
资本支出强度EXPPCOR
| Q4 25 | 19.8% | 1.6% | ||
| Q3 25 | 17.0% | 1.6% | ||
| Q2 25 | 12.0% | 0.9% | ||
| Q1 25 | 10.3% | 1.3% | ||
| Q4 24 | 8.5% | 3.9% | ||
| Q3 24 | 10.7% | 1.2% | ||
| Q2 24 | 5.4% | 0.7% | ||
| Q1 24 | 6.8% | 0.8% |
现金转化率EXPPCOR
| 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× | — | ||
| Q1 24 | 0.82× | — |
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% |
PCOR
| US | $298.3M | 85% |
| Non Us | $50.9M | 15% |
