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EAGLE MATERIALS INC（EXP）与ROYAL GOLD INC（RGLD）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ROYAL GOLD INC的1.5倍（$556.0M vs $375.3M），ROYAL GOLD INC净利率更高（24.9% vs 18.5%，领先6.4%），ROYAL GOLD INC同比增速更快（85.3% vs -0.4%），过去两年ROYAL GOLD INC的营收复合增速更高（58.8% vs 8.0%）
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。
Royal Gold Inc.是全球领先的贵金属流权与特许权经营企业，收购并管理多元化的矿业项目流权、净熔炼收益特许权及相关权益，资产覆盖黄金、白银、铜等品类，业务遍及多地区，无需直接承担采矿运营风险。
EXP vs RGLD — 直观对比
营收规模更大
EXP
是对方的1.5倍
$375.3M
营收增速更快
RGLD
高出85.7%
-0.4%
净利率更高
RGLD
高出6.4%
18.5%
两年增速更快
RGLD
近两年复合增速
8.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $375.3M |
| 净利润 | $102.9M | $93.6M |
| 毛利率 | 28.9% | 64.6% |
| 营业利润率 | — | 56.2% |
| 净利率 | 18.5% | 24.9% |
| 营收同比 | -0.4% | 85.3% |
| 净利润同比 | -13.9% | -12.8% |
| 每股收益（稀释后） | $3.22 | $1.04 |
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EXPRGLD
| Q4 25 | $556.0M | $375.3M | ||
| Q3 25 | $638.9M | $252.1M | ||
| Q2 25 | $634.7M | $209.6M | ||
| Q1 25 | $470.2M | $193.4M | ||
| Q4 24 | $558.0M | $202.6M | ||
| Q3 24 | $623.6M | $193.8M | ||
| Q2 24 | $608.7M | $174.1M | ||
| Q1 24 | $476.7M | $148.9M |
净利润EXPRGLD
| Q4 25 | $102.9M | $93.6M | ||
| Q3 25 | $137.4M | $126.8M | ||
| Q2 25 | $123.4M | $132.3M | ||
| Q1 25 | $66.5M | $113.5M | ||
| Q4 24 | $119.6M | $107.4M | ||
| Q3 24 | $143.5M | $96.2M | ||
| Q2 24 | $133.8M | $81.2M | ||
| Q1 24 | $77.1M | $47.2M |
毛利率EXPRGLD
| Q4 25 | 28.9% | 64.6% | ||
| Q3 25 | 31.3% | 73.6% | ||
| Q2 25 | 29.2% | 72.6% | ||
| Q1 25 | 22.2% | 69.4% | ||
| Q4 24 | 31.9% | 70.3% | ||
| Q3 24 | 32.7% | 66.6% | ||
| Q2 24 | 30.7% | 64.7% | ||
| Q1 24 | 25.1% | 58.4% |
营业利润率EXPRGLD
| Q4 25 | — | 56.2% | ||
| Q3 25 | — | 64.4% | ||
| Q2 25 | — | 67.7% | ||
| Q1 25 | — | 63.6% | ||
| Q4 24 | 32.8% | 65.9% | ||
| Q3 24 | 34.2% | 61.3% | ||
| Q2 24 | 32.0% | 58.6% | ||
| Q1 24 | 26.9% | 50.7% |
净利率EXPRGLD
| Q4 25 | 18.5% | 24.9% | ||
| Q3 25 | 21.5% | 50.3% | ||
| Q2 25 | 19.4% | 63.1% | ||
| Q1 25 | 14.1% | 58.7% | ||
| Q4 24 | 21.4% | 53.0% | ||
| Q3 24 | 23.0% | 49.7% | ||
| Q2 24 | 22.0% | 46.6% | ||
| Q1 24 | 16.2% | 31.7% |
每股收益（稀释后）EXPRGLD
| Q4 25 | $3.22 | $1.04 | ||
| Q3 25 | $4.23 | $1.92 | ||
| Q2 25 | $3.76 | $2.01 | ||
| Q1 25 | $2.01 | $1.72 | ||
| Q4 24 | $3.56 | $1.63 | ||
| Q3 24 | $4.26 | $1.46 | ||
| Q2 24 | $3.94 | $1.23 | ||
| Q1 24 | $2.23 | $0.72 |
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 | $233.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $7.2B |
| 总资产 | $3.8B | $9.5B |
| 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EXPRGLD
| Q4 25 | $419.0M | $233.7M | ||
| Q3 25 | $35.0M | $172.8M | ||
| Q2 25 | $59.7M | $248.2M | ||
| Q1 25 | $20.4M | $240.8M | ||
| Q4 24 | $31.2M | $195.5M | ||
| Q3 24 | $93.9M | $127.9M | ||
| Q2 24 | $46.5M | $74.2M | ||
| Q1 24 | $34.9M | $137.9M |
总债务EXPRGLD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $50.0M | ||
| Q1 24 | $1.1B | — |
股东权益EXPRGLD
| Q4 25 | $1.5B | $7.2B | ||
| Q3 25 | $1.5B | $3.4B | ||
| Q2 25 | $1.5B | $3.3B | ||
| Q1 25 | $1.5B | $3.2B | ||
| Q4 24 | $1.5B | $3.1B | ||
| Q3 24 | $1.4B | $3.0B | ||
| Q2 24 | $1.4B | $3.0B | ||
| Q1 24 | $1.3B | $2.9B |
总资产EXPRGLD
| Q4 25 | $3.8B | $9.5B | ||
| Q3 25 | $3.4B | $4.5B | ||
| Q2 25 | $3.4B | $3.6B | ||
| Q1 25 | $3.3B | $3.5B | ||
| Q4 24 | $3.0B | $3.4B | ||
| Q3 24 | $3.1B | $3.3B | ||
| Q2 24 | $3.0B | $3.3B | ||
| Q1 24 | $2.9B | $3.3B |
负债/权益比EXPRGLD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.02× | ||
| 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 | $241.7M |
| 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× | 2.58× |
| 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EXPRGLD
| Q4 25 | $170.8M | $241.7M | ||
| Q3 25 | $204.6M | $174.0M | ||
| Q2 25 | $136.6M | $152.8M | ||
| Q1 25 | $62.8M | $136.4M | ||
| Q4 24 | $119.9M | $141.1M | ||
| Q3 24 | $233.3M | $136.7M | ||
| Q2 24 | $132.6M | $113.5M | ||
| Q1 24 | $63.4M | $138.3M |
自由现金流EXPRGLD
| 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EXPRGLD
| 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EXPRGLD
| 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EXPRGLD
| Q4 25 | 1.66× | 2.58× | ||
| Q3 25 | 1.49× | 1.37× | ||
| Q2 25 | 1.11× | 1.15× | ||
| Q1 25 | 0.94× | 1.20× | ||
| Q4 24 | 1.00× | 1.31× | ||
| Q3 24 | 1.63× | 1.42× | ||
| Q2 24 | 0.99× | 1.40× | ||
| Q1 24 | 0.82× | 2.93× |
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% |
RGLD
| Gold | $216.9M | 58% |
| Pueblo Viejo | $47.3M | 13% |
| Andacollo | $32.6M | 9% |
| Silver | $32.1M | 9% |
| Other | $27.2M | 7% |
| Copper | $13.7M | 4% |
| Cortez Legacy Zone | $5.4M | 1% |
