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EAGLE MATERIALS INC（EXP）与EPLUS INC（PLUS）财务数据对比。点击上方公司名可切换其他公司
EPLUS INC的季度营收约是EAGLE MATERIALS INC的1.1倍（$614.8M vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 5.7%，领先12.8%），EPLUS INC同比增速更快（20.3% vs -0.4%），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs 2.3%）
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。
ePlus Inc.是美国的科技咨询解决方案提供商，业务覆盖网络安全、云计算、网络架构、协作办公、人工智能及前沿技术领域，为超5000家客户提供定制化解决方案、专业咨询与托管服务，助力企业实现数字化转型与技术升级。
EXP vs PLUS — 直观对比
营收规模更大
PLUS
是对方的1.1倍
$556.0M
营收增速更快
PLUS
高出20.7%
-0.4%
净利率更高
EXP
高出12.8%
5.7%
两年增速更快
EXP
近两年复合增速
2.3%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $614.8M |
| 净利润 | $102.9M | $35.1M |
| 毛利率 | 28.9% | 25.8% |
| 营业利润率 | — | 7.1% |
| 净利率 | 18.5% | 5.7% |
| 营收同比 | -0.4% | 20.3% |
| 净利润同比 | -13.9% | 45.2% |
| 每股收益（稀释后） | $3.22 | $1.33 |
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EXPPLUS
| Q4 25 | $556.0M | $614.8M | ||
| Q3 25 | $638.9M | $608.8M | ||
| Q2 25 | $634.7M | $637.3M | ||
| Q1 25 | $470.2M | — | ||
| Q4 24 | $558.0M | $493.2M | ||
| Q3 24 | $623.6M | $493.4M | ||
| Q2 24 | $608.7M | $535.7M | ||
| Q1 24 | $476.7M | — |
净利润EXPPLUS
| Q4 25 | $102.9M | $35.1M | ||
| Q3 25 | $137.4M | $34.9M | ||
| Q2 25 | $123.4M | $37.7M | ||
| Q1 25 | $66.5M | — | ||
| Q4 24 | $119.6M | $24.1M | ||
| Q3 24 | $143.5M | $31.3M | ||
| Q2 24 | $133.8M | $27.3M | ||
| Q1 24 | $77.1M | — |
毛利率EXPPLUS
| Q4 25 | 28.9% | 25.8% | ||
| Q3 25 | 31.3% | 26.6% | ||
| Q2 25 | 29.2% | 23.3% | ||
| Q1 25 | 22.2% | — | ||
| Q4 24 | 31.9% | 25.4% | ||
| Q3 24 | 32.7% | 25.8% | ||
| Q2 24 | 30.7% | 23.7% | ||
| Q1 24 | 25.1% | — |
营业利润率EXPPLUS
| Q4 25 | — | 7.1% | ||
| Q3 25 | — | 8.0% | ||
| Q2 25 | — | 5.7% | ||
| Q1 25 | — | — | ||
| Q4 24 | 32.8% | 3.3% | ||
| Q3 24 | 34.2% | 5.5% | ||
| Q2 24 | 32.0% | 5.9% | ||
| Q1 24 | 26.9% | — |
净利率EXPPLUS
| Q4 25 | 18.5% | 5.7% | ||
| Q3 25 | 21.5% | 5.7% | ||
| Q2 25 | 19.4% | 5.9% | ||
| Q1 25 | 14.1% | — | ||
| Q4 24 | 21.4% | 4.9% | ||
| Q3 24 | 23.0% | 6.3% | ||
| Q2 24 | 22.0% | 5.1% | ||
| Q1 24 | 16.2% | — |
每股收益（稀释后）EXPPLUS
| Q4 25 | $3.22 | $1.33 | ||
| Q3 25 | $4.23 | $1.32 | ||
| Q2 25 | $3.76 | $1.43 | ||
| Q1 25 | $2.01 | — | ||
| Q4 24 | $3.56 | $0.91 | ||
| Q3 24 | $4.26 | $1.17 | ||
| Q2 24 | $3.94 | $1.02 | ||
| Q1 24 | $2.23 | — |
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 | $326.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $1.1B |
| 总资产 | $3.8B | $1.8B |
| 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EXPPLUS
| Q4 25 | $419.0M | $326.3M | ||
| Q3 25 | $35.0M | $402.2M | ||
| Q2 25 | $59.7M | $480.2M | ||
| Q1 25 | $20.4M | — | ||
| Q4 24 | $31.2M | $253.1M | ||
| Q3 24 | $93.9M | $187.5M | ||
| Q2 24 | $46.5M | $349.9M | ||
| Q1 24 | $34.9M | — |
总债务EXPPLUS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.1B | — |
股东权益EXPPLUS
| Q4 25 | $1.5B | $1.1B | ||
| Q3 25 | $1.5B | $1.0B | ||
| Q2 25 | $1.5B | $1.0B | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | $962.3M | ||
| Q3 24 | $1.4B | $947.0M | ||
| Q2 24 | $1.4B | $921.9M | ||
| Q1 24 | $1.3B | — |
总资产EXPPLUS
| Q4 25 | $3.8B | $1.8B | ||
| Q3 25 | $3.4B | $1.8B | ||
| Q2 25 | $3.4B | $1.8B | ||
| Q1 25 | $3.3B | — | ||
| Q4 24 | $3.0B | $1.8B | ||
| Q3 24 | $3.1B | $1.7B | ||
| Q2 24 | $3.0B | $1.7B | ||
| Q1 24 | $2.9B | — |
负债/权益比EXPPLUS
| 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 | $-87.4M |
| 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× | -2.49× |
| 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EXPPLUS
| Q4 25 | $170.8M | $-87.4M | ||
| Q3 25 | $204.6M | $-34.8M | ||
| Q2 25 | $136.6M | $-99.0M | ||
| Q1 25 | $62.8M | — | ||
| Q4 24 | $119.9M | $65.7M | ||
| Q3 24 | $233.3M | $-21.6M | ||
| Q2 24 | $132.6M | $97.1M | ||
| Q1 24 | $63.4M | — |
自由现金流EXPPLUS
| Q4 25 | $60.8M | — | ||
| Q3 25 | $96.1M | — | ||
| Q2 25 | $60.5M | — | ||
| Q1 25 | $14.5M | — | ||
| Q4 24 | $72.5M | — | ||
| Q3 24 | $166.8M | — | ||
| Q2 24 | $99.5M | — | ||
| Q1 24 | $30.9M | — |
自由现金流率EXPPLUS
| Q4 25 | 10.9% | — | ||
| Q3 25 | 15.0% | — | ||
| Q2 25 | 9.5% | — | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | 13.0% | — | ||
| Q3 24 | 26.7% | — | ||
| Q2 24 | 16.3% | — | ||
| Q1 24 | 6.5% | — |
资本支出强度EXPPLUS
| Q4 25 | 19.8% | — | ||
| Q3 25 | 17.0% | — | ||
| Q2 25 | 12.0% | — | ||
| Q1 25 | 10.3% | — | ||
| Q4 24 | 8.5% | — | ||
| Q3 24 | 10.7% | — | ||
| Q2 24 | 5.4% | — | ||
| Q1 24 | 6.8% | — |
现金转化率EXPPLUS
| Q4 25 | 1.66× | -2.49× | ||
| Q3 25 | 1.49× | -1.00× | ||
| Q2 25 | 1.11× | -2.63× | ||
| Q1 25 | 0.94× | — | ||
| Q4 24 | 1.00× | 2.72× | ||
| Q3 24 | 1.63× | -0.69× | ||
| Q2 24 | 0.99× | 3.55× | ||
| 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% |
PLUS
| All Others Customer End Market | $107.0M | 17% |
| Technology Customer End Market | $89.4M | 15% |
| Health Care Customer End Market | $81.5M | 13% |
| Financial Services Customer End Market | $66.1M | 11% |
| Professional Services Reporting Unit | $64.1M | 10% |
| Security | $61.1M | 10% |
| State And Local Government And Educational Institutions | $59.9M | 10% |
| Managed Services Reporting Unit | $48.8M | 8% |
| Other Product | $21.1M | 3% |
| Collaboration | $13.4M | 2% |
