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EAGLE MATERIALS INC（EXP）与RBC Bearings INC（RBC）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RBC Bearings INC的1.2倍（$556.0M vs $461.6M），EAGLE MATERIALS INC净利率更高（18.5% vs 14.6%，领先3.9%），RBC Bearings INC同比增速更快（17.0% vs -0.4%），RBC Bearings INC自由现金流更多（$99.1M vs $60.8M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs 5.6%）
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。
该文本实际介绍的并非RBC Bearings，而是美国多佛公司。多佛是一家工业产品综合制造商，1955年成立，总部位于伊利诺伊州当纳斯格罗夫。2021年其业务分为五大板块：工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术，是标普500成分股，在纽约证券交易所上市。
EXP vs RBC — 直观对比
营收规模更大
EXP
是对方的1.2倍
$461.6M
营收增速更快
RBC
高出17.4%
-0.4%
净利率更高
EXP
高出3.9%
14.6%
自由现金流更多
RBC
多$38.3M
$60.8M
两年增速更快
EXP
近两年复合增速
5.6%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $461.6M |
| 净利润 | $102.9M | $67.4M |
| 毛利率 | 28.9% | 44.3% |
| 营业利润率 | — | 22.3% |
| 净利率 | 18.5% | 14.6% |
| 营收同比 | -0.4% | 17.0% |
| 净利润同比 | -13.9% | 16.4% |
| 每股收益（稀释后） | $3.22 | $2.13 |
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EXPRBC
| Q4 25 | $556.0M | $461.6M | ||
| Q3 25 | $638.9M | $455.3M | ||
| Q2 25 | $634.7M | $436.0M | ||
| Q1 25 | $470.2M | $437.7M | ||
| Q4 24 | $558.0M | $394.4M | ||
| Q3 24 | $623.6M | $397.9M | ||
| Q2 24 | $608.7M | $406.3M | ||
| Q1 24 | $476.7M | $413.7M |
净利润EXPRBC
| Q4 25 | $102.9M | $67.4M | ||
| Q3 25 | $137.4M | $60.0M | ||
| Q2 25 | $123.4M | $68.5M | ||
| Q1 25 | $66.5M | $72.7M | ||
| Q4 24 | $119.6M | $57.9M | ||
| Q3 24 | $143.5M | $54.2M | ||
| Q2 24 | $133.8M | $61.4M | ||
| Q1 24 | $77.1M | — |
毛利率EXPRBC
| Q4 25 | 28.9% | 44.3% | ||
| Q3 25 | 31.3% | 44.1% | ||
| Q2 25 | 29.2% | 44.8% | ||
| Q1 25 | 22.2% | 44.2% | ||
| Q4 24 | 31.9% | 44.3% | ||
| Q3 24 | 32.7% | 43.7% | ||
| Q2 24 | 30.7% | 45.3% | ||
| Q1 24 | 25.1% | 43.1% |
营业利润率EXPRBC
| Q4 25 | — | 22.3% | ||
| Q3 25 | — | 21.5% | ||
| Q2 25 | — | 23.2% | ||
| Q1 25 | — | 23.0% | ||
| Q4 24 | 32.8% | 21.7% | ||
| Q3 24 | 34.2% | 21.6% | ||
| Q2 24 | 32.0% | 24.0% | ||
| Q1 24 | 26.9% | 22.8% |
净利率EXPRBC
| Q4 25 | 18.5% | 14.6% | ||
| Q3 25 | 21.5% | 13.2% | ||
| Q2 25 | 19.4% | 15.7% | ||
| Q1 25 | 14.1% | 16.6% | ||
| Q4 24 | 21.4% | 14.7% | ||
| Q3 24 | 23.0% | 13.6% | ||
| Q2 24 | 22.0% | 15.1% | ||
| Q1 24 | 16.2% | — |
每股收益（稀释后）EXPRBC
| Q4 25 | $3.22 | $2.13 | ||
| Q3 25 | $4.23 | $1.90 | ||
| Q2 25 | $3.76 | $2.17 | ||
| Q1 25 | $2.01 | $2.33 | ||
| Q4 24 | $3.56 | $1.82 | ||
| Q3 24 | $4.26 | $1.65 | ||
| Q2 24 | $3.94 | $1.90 | ||
| Q1 24 | $2.23 | $1.92 |
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 | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $1.5B | $3.3B |
| 总资产 | $3.8B | $5.1B |
| 负债/权益比越低杠杆越低 | — | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资EXPRBC
| Q4 25 | $419.0M | $107.6M | ||
| Q3 25 | $35.0M | $91.2M | ||
| Q2 25 | $59.7M | $132.9M | ||
| Q1 25 | $20.4M | $36.8M | ||
| Q4 24 | $31.2M | — | ||
| Q3 24 | $93.9M | — | ||
| Q2 24 | $46.5M | $76.8M | ||
| Q1 24 | $34.9M | $63.5M |
总债务EXPRBC
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | $1.2B | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.1B | $1.2B |
股东权益EXPRBC
| Q4 25 | $1.5B | $3.3B | ||
| Q3 25 | $1.5B | $3.2B | ||
| Q2 25 | $1.5B | $3.1B | ||
| Q1 25 | $1.5B | $3.0B | ||
| Q4 24 | $1.5B | $2.9B | ||
| Q3 24 | $1.4B | $2.9B | ||
| Q2 24 | $1.4B | $2.8B | ||
| Q1 24 | $1.3B | $2.8B |
总资产EXPRBC
| Q4 25 | $3.8B | $5.1B | ||
| Q3 25 | $3.4B | $5.1B | ||
| Q2 25 | $3.4B | $4.8B | ||
| Q1 25 | $3.3B | $4.7B | ||
| Q4 24 | $3.0B | $4.7B | ||
| Q3 24 | $3.1B | $4.7B | ||
| Q2 24 | $3.0B | $4.7B | ||
| Q1 24 | $2.9B | $4.7B |
负债/权益比EXPRBC
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | 0.86× | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.84× | 0.43× |
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 | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $99.1M |
| 自由现金流率自由现金流/营收 | 10.9% | 21.5% |
| 资本支出强度资本支出/营收 | 19.8% | 5.0% |
| 现金转化率经营现金流/净利润 | 1.66× | 1.81× |
| 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EXPRBC
| Q4 25 | $170.8M | $122.1M | ||
| Q3 25 | $204.6M | $88.4M | ||
| Q2 25 | $136.6M | $120.0M | ||
| Q1 25 | $62.8M | — | ||
| Q4 24 | $119.9M | $84.0M | ||
| Q3 24 | $233.3M | — | ||
| Q2 24 | $132.6M | $97.4M | ||
| Q1 24 | $63.4M | — |
自由现金流EXPRBC
| Q4 25 | $60.8M | $99.1M | ||
| Q3 25 | $96.1M | $71.7M | ||
| Q2 25 | $60.5M | $104.3M | ||
| Q1 25 | $14.5M | — | ||
| Q4 24 | $72.5M | $73.6M | ||
| Q3 24 | $166.8M | — | ||
| Q2 24 | $99.5M | $88.4M | ||
| Q1 24 | $30.9M | — |
自由现金流率EXPRBC
| Q4 25 | 10.9% | 21.5% | ||
| Q3 25 | 15.0% | 15.7% | ||
| Q2 25 | 9.5% | 23.9% | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | 13.0% | 18.7% | ||
| Q3 24 | 26.7% | — | ||
| Q2 24 | 16.3% | 21.8% | ||
| Q1 24 | 6.5% | — |
资本支出强度EXPRBC
| Q4 25 | 19.8% | 5.0% | ||
| Q3 25 | 17.0% | 3.7% | ||
| Q2 25 | 12.0% | 3.6% | ||
| Q1 25 | 10.3% | 3.2% | ||
| Q4 24 | 8.5% | 2.6% | ||
| Q3 24 | 10.7% | 4.1% | ||
| Q2 24 | 5.4% | 2.2% | ||
| Q1 24 | 6.8% | — |
现金转化率EXPRBC
| Q4 25 | 1.66× | 1.81× | ||
| Q3 25 | 1.49× | 1.47× | ||
| Q2 25 | 1.11× | 1.75× | ||
| Q1 25 | 0.94× | — | ||
| Q4 24 | 1.00× | 1.45× | ||
| Q3 24 | 1.63× | — | ||
| Q2 24 | 0.99× | 1.59× | ||
| 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% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
