vs
EAGLE MATERIALS INC（EXP）与Ryman Hospitality Properties, Inc.（RHP）财务数据对比。点击上方公司名可切换其他公司
Ryman Hospitality Properties, Inc.的季度营收约是EAGLE MATERIALS INC的1.3倍（$737.8M vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 10.1%，领先8.4%），Ryman Hospitality Properties, Inc.同比增速更快（13.9% vs -0.4%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $58.5M），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（18.2% 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。
莱曼酒店地产是一家主营酒店、度假村、娱乐及媒体业务的企业，得名于旗下位于田纳西州纳什维尔的国家历史地标莱曼礼堂。公司历史可追溯至曾为俄克拉荷马出版公司子公司时期，1983年收购WSM公司后奠定现代业务基础，同时将知名演出IP大奥普里等核心资产纳入麾下。
EXP vs RHP — 直观对比
营收规模更大
RHP
是对方的1.3倍
$556.0M
营收增速更快
RHP
高出14.3%
-0.4%
净利率更高
EXP
高出8.4%
10.1%
自由现金流更多
EXP
多$2.2M
$58.5M
两年增速更快
RHP
近两年复合增速
8.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $737.8M |
| 净利润 | $102.9M | $74.5M |
| 毛利率 | 28.9% | 41.4% |
| 营业利润率 | — | 19.4% |
| 净利率 | 18.5% | 10.1% |
| 营收同比 | -0.4% | 13.9% |
| 净利润同比 | -13.9% | 3.0% |
| 每股收益（稀释后） | $3.22 | $1.12 |
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EXPRHP
| Q4 25 | $556.0M | $737.8M | ||
| Q3 25 | $638.9M | $592.5M | ||
| Q2 25 | $634.7M | $659.5M | ||
| Q1 25 | $470.2M | $587.3M | ||
| Q4 24 | $558.0M | $647.6M | ||
| Q3 24 | $623.6M | $550.0M | ||
| Q2 24 | $608.7M | $613.3M | ||
| Q1 24 | $476.7M | $528.3M |
净利润EXPRHP
| Q4 25 | $102.9M | $74.5M | ||
| Q3 25 | $137.4M | $34.9M | ||
| Q2 25 | $123.4M | $71.8M | ||
| Q1 25 | $66.5M | $63.0M | ||
| Q4 24 | $119.6M | $72.3M | ||
| Q3 24 | $143.5M | $59.0M | ||
| Q2 24 | $133.8M | $100.8M | ||
| Q1 24 | $77.1M | $42.8M |
毛利率EXPRHP
| Q4 25 | 28.9% | 41.4% | ||
| Q3 25 | 31.3% | 40.9% | ||
| Q2 25 | 29.2% | 49.7% | ||
| Q1 25 | 22.2% | 44.4% | ||
| Q4 24 | 31.9% | 40.4% | ||
| Q3 24 | 32.7% | 43.1% | ||
| Q2 24 | 30.7% | 48.4% | ||
| Q1 24 | 25.1% | 41.5% |
营业利润率EXPRHP
| Q4 25 | — | 19.4% | ||
| Q3 25 | — | 15.0% | ||
| Q2 25 | — | 21.1% | ||
| Q1 25 | — | 19.8% | ||
| Q4 24 | 32.8% | 18.6% | ||
| Q3 24 | 34.2% | 19.3% | ||
| Q2 24 | 32.0% | 27.4% | ||
| Q1 24 | 26.9% | 18.2% |
净利率EXPRHP
| Q4 25 | 18.5% | 10.1% | ||
| Q3 25 | 21.5% | 5.9% | ||
| Q2 25 | 19.4% | 10.9% | ||
| Q1 25 | 14.1% | 10.7% | ||
| Q4 24 | 21.4% | 11.2% | ||
| Q3 24 | 23.0% | 10.7% | ||
| Q2 24 | 22.0% | 16.4% | ||
| Q1 24 | 16.2% | 8.1% |
每股收益（稀释后）EXPRHP
| Q4 25 | $3.22 | $1.12 | ||
| Q3 25 | $4.23 | $0.53 | ||
| Q2 25 | $3.76 | $1.12 | ||
| Q1 25 | $2.01 | $1.00 | ||
| Q4 24 | $3.56 | $1.12 | ||
| Q3 24 | $4.26 | $0.94 | ||
| Q2 24 | $3.94 | $1.65 | ||
| Q1 24 | $2.23 | $0.67 |
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 | $471.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $750.2M |
| 总资产 | $3.8B | $6.2B |
| 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EXPRHP
| Q4 25 | $419.0M | $471.4M | ||
| Q3 25 | $35.0M | $483.3M | ||
| Q2 25 | $59.7M | $420.6M | ||
| Q1 25 | $20.4M | $413.9M | ||
| Q4 24 | $31.2M | $477.7M | ||
| Q3 24 | $93.9M | $534.9M | ||
| Q2 24 | $46.5M | $498.4M | ||
| Q1 24 | $34.9M | $465.3M |
总债务EXPRHP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.1B | — |
股东权益EXPRHP
| Q4 25 | $1.5B | $750.2M | ||
| Q3 25 | $1.5B | $758.5M | ||
| Q2 25 | $1.5B | $800.4M | ||
| Q1 25 | $1.5B | $531.5M | ||
| Q4 24 | $1.5B | $549.0M | ||
| Q3 24 | $1.4B | $551.9M | ||
| Q2 24 | $1.4B | $562.6M | ||
| Q1 24 | $1.3B | $529.9M |
总资产EXPRHP
| Q4 25 | $3.8B | $6.2B | ||
| Q3 25 | $3.4B | $6.2B | ||
| Q2 25 | $3.4B | $6.1B | ||
| Q1 25 | $3.3B | $5.2B | ||
| Q4 24 | $3.0B | $5.2B | ||
| Q3 24 | $3.1B | $5.2B | ||
| Q2 24 | $3.0B | $5.1B | ||
| Q1 24 | $2.9B | $5.1B |
负债/权益比EXPRHP
| 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 | $164.7M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $58.5M |
| 自由现金流率自由现金流/营收 | 10.9% | 7.9% |
| 资本支出强度资本支出/营收 | 19.8% | 14.4% |
| 现金转化率经营现金流/净利润 | 1.66× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $231.8M | $232.4M |
8季度趋势，按日历期对齐
经营现金流EXPRHP
| Q4 25 | $170.8M | $164.7M | ||
| Q3 25 | $204.6M | $205.2M | ||
| Q2 25 | $136.6M | $122.5M | ||
| Q1 25 | $62.8M | $98.2M | ||
| Q4 24 | $119.9M | $166.6M | ||
| Q3 24 | $233.3M | $218.1M | ||
| Q2 24 | $132.6M | $184.3M | ||
| Q1 24 | $63.4M | $7.5M |
自由现金流EXPRHP
| Q4 25 | $60.8M | $58.5M | ||
| Q3 25 | $96.1M | $135.4M | ||
| Q2 25 | $60.5M | $53.0M | ||
| Q1 25 | $14.5M | $-14.5M | ||
| Q4 24 | $72.5M | $76.0M | ||
| Q3 24 | $166.8M | $85.7M | ||
| Q2 24 | $99.5M | $78.8M | ||
| Q1 24 | $30.9M | $-72.0M |
自由现金流率EXPRHP
| Q4 25 | 10.9% | 7.9% | ||
| Q3 25 | 15.0% | 22.9% | ||
| Q2 25 | 9.5% | 8.0% | ||
| Q1 25 | 3.1% | -2.5% | ||
| Q4 24 | 13.0% | 11.7% | ||
| Q3 24 | 26.7% | 15.6% | ||
| Q2 24 | 16.3% | 12.9% | ||
| Q1 24 | 6.5% | -13.6% |
资本支出强度EXPRHP
| Q4 25 | 19.8% | 14.4% | ||
| Q3 25 | 17.0% | 11.8% | ||
| Q2 25 | 12.0% | 10.5% | ||
| Q1 25 | 10.3% | 19.2% | ||
| Q4 24 | 8.5% | 14.0% | ||
| Q3 24 | 10.7% | 24.1% | ||
| Q2 24 | 5.4% | 17.2% | ||
| Q1 24 | 6.8% | 15.0% |
现金转化率EXPRHP
| Q4 25 | 1.66× | 2.21× | ||
| Q3 25 | 1.49× | 5.88× | ||
| Q2 25 | 1.11× | 1.71× | ||
| Q1 25 | 0.94× | 1.56× | ||
| Q4 24 | 1.00× | 2.30× | ||
| Q3 24 | 1.63× | 3.70× | ||
| Q2 24 | 0.99× | 1.83× | ||
| Q1 24 | 0.82× | 0.17× |
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% |
RHP
| Hotel Other | $157.7M | 21% |
| Gaylord Opryland | $147.4M | 20% |
| Hotel Transient Rooms | $93.6M | 13% |
| Hotel Food And Beverage Outlets | $92.2M | 12% |
| Gaylord Palms | $88.2M | 12% |
| Jw Marriott Hill Country | $53.7M | 7% |
| Entertainment Admissions And Ticketing | $43.1M | 6% |
| Entertainment Food And Beverage | $38.1M | 5% |
| Entertainment Retail And Other | $28.3M | 4% |
| Ac Hotel | $2.4M | 0% |
