vs
EAGLE MATERIALS INC（EXP）与REV Group, Inc.（REVG）财务数据对比。点击上方公司名可切换其他公司
REV Group, Inc.的季度营收约是EAGLE MATERIALS INC的1.2倍（$664.4M vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 4.3%，领先14.2%），REV Group, Inc.同比增速更快（11.1% vs -0.4%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $53.7M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs 6.5%）
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。
REV Group是一家美国智能语音转文字服务提供商，总部位于旧金山和奥斯汀，成立于2010年，核心业务涵盖隐藏字幕制作、多语言字幕翻译及文字转录服务，曾获《PC Magazine》2018年编辑选择奖，2019年获评该杂志最佳转录服务提供商。
EXP vs REVG — 直观对比
营收规模更大
REVG
是对方的1.2倍
$556.0M
营收增速更快
REVG
高出11.5%
-0.4%
净利率更高
EXP
高出14.2%
4.3%
自由现金流更多
EXP
多$7.1M
$53.7M
两年增速更快
EXP
近两年复合增速
6.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $664.4M |
| 净利润 | $102.9M | $28.9M |
| 毛利率 | 28.9% | 15.4% |
| 营业利润率 | — | 7.1% |
| 净利率 | 18.5% | 4.3% |
| 营收同比 | -0.4% | 11.1% |
| 净利润同比 | -13.9% | -30.7% |
| 每股收益（稀释后） | $3.22 | $0.57 |
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EXPREVG
| Q4 25 | $556.0M | $664.4M | ||
| Q3 25 | $638.9M | $644.9M | ||
| Q2 25 | $634.7M | $629.1M | ||
| Q1 25 | $470.2M | $525.1M | ||
| Q4 24 | $558.0M | $597.9M | ||
| Q3 24 | $623.6M | $579.4M | ||
| Q2 24 | $608.7M | $616.9M | ||
| Q1 24 | $476.7M | $586.0M |
净利润EXPREVG
| Q4 25 | $102.9M | $28.9M | ||
| Q3 25 | $137.4M | $29.1M | ||
| Q2 25 | $123.4M | $19.0M | ||
| Q1 25 | $66.5M | $18.2M | ||
| Q4 24 | $119.6M | $41.7M | ||
| Q3 24 | $143.5M | $18.0M | ||
| Q2 24 | $133.8M | $15.2M | ||
| Q1 24 | $77.1M | $182.7M |
毛利率EXPREVG
| Q4 25 | 28.9% | 15.4% | ||
| Q3 25 | 31.3% | 15.8% | ||
| Q2 25 | 29.2% | 15.2% | ||
| Q1 25 | 22.2% | 13.3% | ||
| Q4 24 | 31.9% | 13.2% | ||
| Q3 24 | 32.7% | 13.5% | ||
| Q2 24 | 30.7% | 12.5% | ||
| Q1 24 | 25.1% | 10.7% |
营业利润率EXPREVG
| Q4 25 | — | 7.1% | ||
| Q3 25 | — | 8.8% | ||
| Q2 25 | — | 7.9% | ||
| Q1 25 | — | 5.3% | ||
| Q4 24 | 32.8% | 5.8% | ||
| Q3 24 | 34.2% | 4.9% | ||
| Q2 24 | 32.0% | 3.7% | ||
| Q1 24 | 26.9% | -1.1% |
净利率EXPREVG
| Q4 25 | 18.5% | 4.3% | ||
| Q3 25 | 21.5% | 4.5% | ||
| Q2 25 | 19.4% | 3.0% | ||
| Q1 25 | 14.1% | 3.5% | ||
| Q4 24 | 21.4% | 7.0% | ||
| Q3 24 | 23.0% | 3.1% | ||
| Q2 24 | 22.0% | 2.5% | ||
| Q1 24 | 16.2% | 31.2% |
每股收益（稀释后）EXPREVG
| Q4 25 | $3.22 | $0.57 | ||
| Q3 25 | $4.23 | $0.59 | ||
| Q2 25 | $3.76 | $0.38 | ||
| Q1 25 | $2.01 | $0.35 | ||
| Q4 24 | $3.56 | $1.03 | ||
| Q3 24 | $4.26 | $0.35 | ||
| Q2 24 | $3.94 | $0.28 | ||
| Q1 24 | $2.23 | $3.06 |
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 | $34.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $416.3M |
| 总资产 | $3.8B | $1.2B |
| 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EXPREVG
| Q4 25 | $419.0M | $34.7M | ||
| Q3 25 | $35.0M | $36.0M | ||
| Q2 25 | $59.7M | $28.8M | ||
| Q1 25 | $20.4M | $31.6M | ||
| Q4 24 | $31.2M | $24.6M | ||
| Q3 24 | $93.9M | $50.5M | ||
| Q2 24 | $46.5M | $38.2M | ||
| Q1 24 | $34.9M | $87.9M |
总债务EXPREVG
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.1B | — |
股东权益EXPREVG
| Q4 25 | $1.5B | $416.3M | ||
| Q3 25 | $1.5B | $387.3M | ||
| Q2 25 | $1.5B | $357.8M | ||
| Q1 25 | $1.5B | $428.8M | ||
| Q4 24 | $1.5B | $435.1M | ||
| Q3 24 | $1.4B | $394.6M | ||
| Q2 24 | $1.4B | $379.7M | ||
| Q1 24 | $1.3B | $496.1M |
总资产EXPREVG
| Q4 25 | $3.8B | $1.2B | ||
| Q3 25 | $3.4B | $1.2B | ||
| Q2 25 | $3.4B | $1.2B | ||
| Q1 25 | $3.3B | $1.2B | ||
| Q4 24 | $3.0B | $1.2B | ||
| Q3 24 | $3.1B | $1.3B | ||
| Q2 24 | $3.0B | $1.3B | ||
| Q1 24 | $2.9B | $1.4B |
负债/权益比EXPREVG
| 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 | $76.9M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $53.7M |
| 自由现金流率自由现金流/营收 | 10.9% | 8.1% |
| 资本支出强度资本支出/营收 | 19.8% | 3.5% |
| 现金转化率经营现金流/净利润 | 1.66× | 2.66× |
| 过去12个月自由现金流最近4个季度 | $231.8M | $190.0M |
8季度趋势，按日历期对齐
经营现金流EXPREVG
| Q4 25 | $170.8M | $76.9M | ||
| Q3 25 | $204.6M | $60.3M | ||
| Q2 25 | $136.6M | $117.0M | ||
| Q1 25 | $62.8M | $-13.1M | ||
| Q4 24 | $119.9M | $68.6M | ||
| Q3 24 | $233.3M | $14.4M | ||
| Q2 24 | $132.6M | $40.1M | ||
| Q1 24 | $63.4M | $-69.7M |
自由现金流EXPREVG
| Q4 25 | $60.8M | $53.7M | ||
| Q3 25 | $96.1M | $48.7M | ||
| Q2 25 | $60.5M | $105.6M | ||
| Q1 25 | $14.5M | $-18.0M | ||
| Q4 24 | $72.5M | $63.3M | ||
| Q3 24 | $166.8M | $8.5M | ||
| Q2 24 | $99.5M | $34.2M | ||
| Q1 24 | $30.9M | $-80.2M |
自由现金流率EXPREVG
| Q4 25 | 10.9% | 8.1% | ||
| Q3 25 | 15.0% | 7.6% | ||
| Q2 25 | 9.5% | 16.8% | ||
| Q1 25 | 3.1% | -3.4% | ||
| Q4 24 | 13.0% | 10.6% | ||
| Q3 24 | 26.7% | 1.5% | ||
| Q2 24 | 16.3% | 5.5% | ||
| Q1 24 | 6.5% | -13.7% |
资本支出强度EXPREVG
| Q4 25 | 19.8% | 3.5% | ||
| Q3 25 | 17.0% | 1.8% | ||
| Q2 25 | 12.0% | 1.8% | ||
| Q1 25 | 10.3% | 0.9% | ||
| Q4 24 | 8.5% | 0.9% | ||
| Q3 24 | 10.7% | 1.0% | ||
| Q2 24 | 5.4% | 1.0% | ||
| Q1 24 | 6.8% | 1.8% |
现金转化率EXPREVG
| Q4 25 | 1.66× | 2.66× | ||
| Q3 25 | 1.49× | 2.07× | ||
| Q2 25 | 1.11× | 6.16× | ||
| Q1 25 | 0.94× | -0.72× | ||
| Q4 24 | 1.00× | 1.65× | ||
| Q3 24 | 1.63× | 0.80× | ||
| Q2 24 | 0.99× | 2.64× | ||
| Q1 24 | 0.82× | -0.38× |
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% |
REVG
| Specialty Vehicles | $507.4M | 76% |
| Recreational Vehicles | $157.2M | 24% |
