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EAGLE MATERIALS INC（EXP）与Dave & Buster's Entertainment, Inc.（PLAY）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Dave & Buster's Entertainment, Inc.的1.2倍（$556.0M vs $448.2M），EAGLE MATERIALS INC净利率更高（18.5% vs -9.4%，领先27.9%），EAGLE MATERIALS INC同比增速更快（-0.4% vs -1.1%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $-20.6M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs -13.5%）
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。
戴夫与巴斯特娱乐是总部位于美国达拉斯的餐饮娱乐企业，旗下每家门店都配备全套服务餐厅、酒吧以及名为“百万美元 midway”的游戏游乐区。截至2024年2月，该公司共开设162家门店，其中美国本土158家，波多黎各和加拿大各设2家门店，主打餐饮与休闲娱乐融合的消费体验。
EXP vs PLAY — 直观对比
营收规模更大
EXP
是对方的1.2倍
$448.2M
营收增速更快
EXP
高出0.7%
-1.1%
净利率更高
EXP
高出27.9%
-9.4%
自由现金流更多
EXP
多$81.4M
$-20.6M
两年增速更快
EXP
近两年复合增速
-13.5%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $448.2M |
| 净利润 | $102.9M | $-42.1M |
| 毛利率 | 28.9% | 85.8% |
| 营业利润率 | — | -3.6% |
| 净利率 | 18.5% | -9.4% |
| 营收同比 | -0.4% | -1.1% |
| 净利润同比 | -13.9% | -28.7% |
| 每股收益（稀释后） | $3.22 | $-1.22 |
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EXPPLAY
| Q4 25 | $556.0M | $448.2M | ||
| Q3 25 | $638.9M | $557.4M | ||
| Q2 25 | $634.7M | $567.7M | ||
| Q1 25 | $470.2M | $534.5M | ||
| Q4 24 | $558.0M | $453.0M | ||
| Q3 24 | $623.6M | $557.1M | ||
| Q2 24 | $608.7M | $588.1M | ||
| Q1 24 | $476.7M | $599.0M |
净利润EXPPLAY
| Q4 25 | $102.9M | $-42.1M | ||
| Q3 25 | $137.4M | $11.4M | ||
| Q2 25 | $123.4M | $21.7M | ||
| Q1 25 | $66.5M | $9.3M | ||
| Q4 24 | $119.6M | $-32.7M | ||
| Q3 24 | $143.5M | $40.3M | ||
| Q2 24 | $133.8M | $41.4M | ||
| Q1 24 | $77.1M | $36.1M |
毛利率EXPPLAY
| Q4 25 | 28.9% | 85.8% | ||
| Q3 25 | 31.3% | 86.3% | ||
| Q2 25 | 29.2% | 85.5% | ||
| Q1 25 | 22.2% | 85.5% | ||
| Q4 24 | 31.9% | 85.0% | ||
| Q3 24 | 32.7% | 85.3% | ||
| Q2 24 | 30.7% | 85.2% | ||
| Q1 24 | 25.1% | 84.1% |
营业利润率EXPPLAY
| Q4 25 | — | -3.6% | ||
| Q3 25 | — | 9.5% | ||
| Q2 25 | — | 11.1% | ||
| Q1 25 | — | 8.3% | ||
| Q4 24 | 32.8% | 1.4% | ||
| Q3 24 | 34.2% | 15.2% | ||
| Q2 24 | 32.0% | 14.5% | ||
| Q1 24 | 26.9% | 14.9% |
净利率EXPPLAY
| Q4 25 | 18.5% | -9.4% | ||
| Q3 25 | 21.5% | 2.0% | ||
| Q2 25 | 19.4% | 3.8% | ||
| Q1 25 | 14.1% | 1.7% | ||
| Q4 24 | 21.4% | -7.2% | ||
| Q3 24 | 23.0% | 7.2% | ||
| Q2 24 | 22.0% | 7.0% | ||
| Q1 24 | 16.2% | 6.0% |
每股收益（稀释后）EXPPLAY
| Q4 25 | $3.22 | $-1.22 | ||
| Q3 25 | $4.23 | $0.32 | ||
| Q2 25 | $3.76 | $0.62 | ||
| Q1 25 | $2.01 | $0.32 | ||
| Q4 24 | $3.56 | $-0.84 | ||
| Q3 24 | $4.26 | $0.99 | ||
| Q2 24 | $3.94 | $0.99 | ||
| Q1 24 | $2.23 | $0.95 |
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 | $13.6M |
| 总债务越低越好 | — | $1.6B |
| 股东权益账面价值 | $1.5B | $130.8M |
| 总资产 | $3.8B | $4.1B |
| 负债/权益比越低杠杆越低 | — | 12.17× |
8季度趋势，按日历期对齐
现金及短期投资EXPPLAY
| Q4 25 | $419.0M | $13.6M | ||
| Q3 25 | $35.0M | $12.0M | ||
| Q2 25 | $59.7M | $11.9M | ||
| Q1 25 | $20.4M | $6.9M | ||
| Q4 24 | $31.2M | $8.6M | ||
| Q3 24 | $93.9M | $13.1M | ||
| Q2 24 | $46.5M | $32.1M | ||
| Q1 24 | $34.9M | $37.3M |
总债务EXPPLAY
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | $1.2B | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.3B | ||
| Q1 24 | $1.1B | $1.3B |
股东权益EXPPLAY
| Q4 25 | $1.5B | $130.8M | ||
| Q3 25 | $1.5B | $166.2M | ||
| Q2 25 | $1.5B | $146.8M | ||
| Q1 25 | $1.5B | $145.8M | ||
| Q4 24 | $1.5B | $226.6M | ||
| Q3 24 | $1.4B | $284.4M | ||
| Q2 24 | $1.4B | $292.5M | ||
| Q1 24 | $1.3B | $251.2M |
总资产EXPPLAY
| Q4 25 | $3.8B | $4.1B | ||
| Q3 25 | $3.4B | $4.1B | ||
| Q2 25 | $3.4B | $4.1B | ||
| Q1 25 | $3.3B | $4.0B | ||
| Q4 24 | $3.0B | $3.9B | ||
| Q3 24 | $3.1B | $3.8B | ||
| Q2 24 | $3.0B | $3.8B | ||
| Q1 24 | $2.9B | $3.8B |
负债/权益比EXPPLAY
| Q4 25 | — | 12.17× | ||
| Q3 25 | — | 9.57× | ||
| Q2 25 | — | 10.98× | ||
| Q1 25 | 0.86× | 10.45× | ||
| Q4 24 | — | 6.58× | ||
| Q3 24 | — | 4.72× | ||
| Q2 24 | — | 4.58× | ||
| Q1 24 | 0.84× | 5.33× |
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 | $58.0M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $-20.6M |
| 自由现金流率自由现金流/营收 | 10.9% | -4.6% |
| 资本支出强度资本支出/营收 | 19.8% | 17.5% |
| 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 | $-195.6M |
8季度趋势，按日历期对齐
经营现金流EXPPLAY
| Q4 25 | $170.8M | $58.0M | ||
| Q3 25 | $204.6M | $34.0M | ||
| Q2 25 | $136.6M | $95.8M | ||
| Q1 25 | $62.8M | $108.9M | ||
| Q4 24 | $119.9M | $-7.2M | ||
| Q3 24 | $233.3M | $101.8M | ||
| Q2 24 | $132.6M | $108.8M | ||
| Q1 24 | $63.4M | $97.2M |
自由现金流EXPPLAY
| Q4 25 | $60.8M | $-20.6M | ||
| Q3 25 | $96.1M | $-55.2M | ||
| Q2 25 | $60.5M | $-58.8M | ||
| Q1 25 | $14.5M | $-61.0M | ||
| Q4 24 | $72.5M | $-138.4M | ||
| Q3 24 | $166.8M | $-14.3M | ||
| Q2 24 | $99.5M | $-4.2M | ||
| Q1 24 | $30.9M | $-25.4M |
自由现金流率EXPPLAY
| Q4 25 | 10.9% | -4.6% | ||
| Q3 25 | 15.0% | -9.9% | ||
| Q2 25 | 9.5% | -10.4% | ||
| Q1 25 | 3.1% | -11.4% | ||
| Q4 24 | 13.0% | -30.6% | ||
| Q3 24 | 26.7% | -2.6% | ||
| Q2 24 | 16.3% | -0.7% | ||
| Q1 24 | 6.5% | -4.2% |
资本支出强度EXPPLAY
| Q4 25 | 19.8% | 17.5% | ||
| Q3 25 | 17.0% | 16.0% | ||
| Q2 25 | 12.0% | 27.2% | ||
| Q1 25 | 10.3% | 31.8% | ||
| Q4 24 | 8.5% | 29.0% | ||
| Q3 24 | 10.7% | 20.8% | ||
| Q2 24 | 5.4% | 19.2% | ||
| Q1 24 | 6.8% | 20.5% |
现金转化率EXPPLAY
| Q4 25 | 1.66× | — | ||
| Q3 25 | 1.49× | 2.98× | ||
| Q2 25 | 1.11× | 4.41× | ||
| Q1 25 | 0.94× | 11.71× | ||
| Q4 24 | 1.00× | — | ||
| Q3 24 | 1.63× | 2.53× | ||
| Q2 24 | 0.99× | 2.63× | ||
| Q1 24 | 0.82× | 2.69× |
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% |
PLAY
| Game Play Credit Usage | $273.1M | 61% |
| Food And Nonalcoholic Beverages | $115.1M | 26% |
| Alcoholic Beverage | $53.7M | 12% |
| Other Entertainment | $6.3M | 1% |
| Gift Card Revenue | $3.5M | 1% |
