vs
EAGLE MATERIALS INC（EXP）与RPC INC（RES）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RPC INC的1.3倍（$556.0M vs $425.8M），EAGLE MATERIALS INC净利率更高（18.5% vs -0.7%，领先19.2%），RPC INC同比增速更快（27.0% vs -0.4%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $31.2M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs 6.2%）
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。
RPC集团是总部位于英国的企业，曾是欧洲规模最大的塑料包装供应商之一，总部坐落于北安普敦郡的拉什登。该公司此前在伦敦证券交易所上市，2019年被贝瑞全球集团收购，贝瑞全球集团又于2025年被安海斯包装收购。
EXP vs RES — 直观对比
营收规模更大
EXP
是对方的1.3倍
$425.8M
营收增速更快
RES
高出27.3%
-0.4%
净利率更高
EXP
高出19.2%
-0.7%
自由现金流更多
EXP
多$29.5M
$31.2M
两年增速更快
EXP
近两年复合增速
6.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $425.8M |
| 净利润 | $102.9M | $-3.1M |
| 毛利率 | 28.9% | 21.0% |
| 营业利润率 | — | -0.9% |
| 净利率 | 18.5% | -0.7% |
| 营收同比 | -0.4% | 27.0% |
| 净利润同比 | -13.9% | -124.0% |
| 每股收益（稀释后） | $3.22 | $-0.02 |
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EXPRES
| Q4 25 | $556.0M | $425.8M | ||
| Q3 25 | $638.9M | $447.1M | ||
| Q2 25 | $634.7M | $420.8M | ||
| Q1 25 | $470.2M | $332.9M | ||
| Q4 24 | $558.0M | $335.4M | ||
| Q3 24 | $623.6M | $337.7M | ||
| Q2 24 | $608.7M | $364.2M | ||
| Q1 24 | $476.7M | $377.8M |
净利润EXPRES
| Q4 25 | $102.9M | $-3.1M | ||
| Q3 25 | $137.4M | $13.0M | ||
| Q2 25 | $123.4M | $10.1M | ||
| Q1 25 | $66.5M | $12.0M | ||
| Q4 24 | $119.6M | $12.8M | ||
| Q3 24 | $143.5M | $18.8M | ||
| Q2 24 | $133.8M | $32.4M | ||
| Q1 24 | $77.1M | $27.5M |
毛利率EXPRES
| Q4 25 | 28.9% | 21.0% | ||
| Q3 25 | 31.3% | 25.1% | ||
| Q2 25 | 29.2% | 24.5% | ||
| Q1 25 | 22.2% | 26.7% | ||
| Q4 24 | 31.9% | 25.4% | ||
| Q3 24 | 32.7% | 26.7% | ||
| Q2 24 | 30.7% | 28.0% | ||
| Q1 24 | 25.1% | 26.8% |
营业利润率EXPRES
| Q4 25 | — | -0.9% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 3.7% | ||
| Q1 25 | — | 3.7% | ||
| Q4 24 | 32.8% | 3.1% | ||
| Q3 24 | 34.2% | 5.7% | ||
| Q2 24 | 32.0% | 9.7% | ||
| Q1 24 | 26.9% | 8.6% |
净利率EXPRES
| Q4 25 | 18.5% | -0.7% | ||
| Q3 25 | 21.5% | 2.9% | ||
| Q2 25 | 19.4% | 2.4% | ||
| Q1 25 | 14.1% | 3.6% | ||
| Q4 24 | 21.4% | 3.8% | ||
| Q3 24 | 23.0% | 5.6% | ||
| Q2 24 | 22.0% | 8.9% | ||
| Q1 24 | 16.2% | 7.3% |
每股收益（稀释后）EXPRES
| Q4 25 | $3.22 | $-0.02 | ||
| Q3 25 | $4.23 | $0.06 | ||
| Q2 25 | $3.76 | $0.05 | ||
| Q1 25 | $2.01 | $0.06 | ||
| Q4 24 | $3.56 | $0.06 | ||
| Q3 24 | $4.26 | $0.09 | ||
| Q2 24 | $3.94 | $0.15 | ||
| Q1 24 | $2.23 | $0.13 |
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 | $210.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $1.1B |
| 总资产 | $3.8B | $1.5B |
| 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EXPRES
| Q4 25 | $419.0M | $210.0M | ||
| Q3 25 | $35.0M | $163.5M | ||
| Q2 25 | $59.7M | $162.1M | ||
| Q1 25 | $20.4M | $326.7M | ||
| Q4 24 | $31.2M | $326.0M | ||
| Q3 24 | $93.9M | $276.9M | ||
| Q2 24 | $46.5M | $261.5M | ||
| Q1 24 | $34.9M | $212.2M |
总债务EXPRES
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.1B | — |
股东权益EXPRES
| Q4 25 | $1.5B | $1.1B | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.5B | $1.1B | ||
| Q4 24 | $1.5B | $1.1B | ||
| Q3 24 | $1.4B | $1.1B | ||
| Q2 24 | $1.4B | $1.1B | ||
| Q1 24 | $1.3B | $1.0B |
总资产EXPRES
| Q4 25 | $3.8B | $1.5B | ||
| Q3 25 | $3.4B | $1.5B | ||
| Q2 25 | $3.4B | $1.5B | ||
| Q1 25 | $3.3B | $1.3B | ||
| Q4 24 | $3.0B | $1.4B | ||
| Q3 24 | $3.1B | $1.3B | ||
| Q2 24 | $3.0B | $1.3B | ||
| Q1 24 | $2.9B | $1.3B |
负债/权益比EXPRES
| 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 | $61.9M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $31.2M |
| 自由现金流率自由现金流/营收 | 10.9% | 7.3% |
| 资本支出强度资本支出/营收 | 19.8% | 7.2% |
| 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 | $52.9M |
8季度趋势，按日历期对齐
经营现金流EXPRES
| Q4 25 | $170.8M | $61.9M | ||
| Q3 25 | $204.6M | $46.5M | ||
| Q2 25 | $136.6M | $53.1M | ||
| Q1 25 | $62.8M | $39.9M | ||
| Q4 24 | $119.9M | $94.2M | ||
| Q3 24 | $233.3M | $70.7M | ||
| Q2 24 | $132.6M | $127.9M | ||
| Q1 24 | $63.4M | $56.6M |
自由现金流EXPRES
| Q4 25 | $60.8M | $31.2M | ||
| Q3 25 | $96.1M | $4.1M | ||
| Q2 25 | $60.5M | $10.0M | ||
| Q1 25 | $14.5M | $7.6M | ||
| Q4 24 | $72.5M | $53.7M | ||
| Q3 24 | $166.8M | $19.1M | ||
| Q2 24 | $99.5M | $52.9M | ||
| Q1 24 | $30.9M | $3.8M |
自由现金流率EXPRES
| Q4 25 | 10.9% | 7.3% | ||
| Q3 25 | 15.0% | 0.9% | ||
| Q2 25 | 9.5% | 2.4% | ||
| Q1 25 | 3.1% | 2.3% | ||
| Q4 24 | 13.0% | 16.0% | ||
| Q3 24 | 26.7% | 5.6% | ||
| Q2 24 | 16.3% | 14.5% | ||
| Q1 24 | 6.5% | 1.0% |
资本支出强度EXPRES
| Q4 25 | 19.8% | 7.2% | ||
| Q3 25 | 17.0% | 9.5% | ||
| Q2 25 | 12.0% | 10.2% | ||
| Q1 25 | 10.3% | 9.7% | ||
| Q4 24 | 8.5% | 12.1% | ||
| Q3 24 | 10.7% | 15.3% | ||
| Q2 24 | 5.4% | 20.6% | ||
| Q1 24 | 6.8% | 14.0% |
现金转化率EXPRES
| Q4 25 | 1.66× | — | ||
| Q3 25 | 1.49× | 3.59× | ||
| Q2 25 | 1.11× | 5.23× | ||
| Q1 25 | 0.94× | 3.31× | ||
| Q4 24 | 1.00× | 7.38× | ||
| Q3 24 | 1.63× | 3.76× | ||
| Q2 24 | 0.99× | 3.95× | ||
| Q1 24 | 0.82× | 2.06× |
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% |
RES
| Technical Service | $405.2M | 95% |
| Other | $8.8M | 2% |
| Nitrogen | $6.6M | 2% |
