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EAGLE MATERIALS INC（EXP）与Rithm Capital Corp.（RITM）财务数据对比。点击上方公司名可切换其他公司
Rithm Capital Corp.的季度营收约是EAGLE MATERIALS INC的1.5倍（$828.2M vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 13.2%，领先5.3%），Rithm Capital Corp.同比增速更快（508.5% vs -0.4%），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
EXP vs RITM — 直观对比
营收规模更大
RITM
是对方的1.5倍
$556.0M
营收增速更快
RITM
高出508.8%
-0.4%
净利率更高
EXP
高出5.3%
13.2%
两年增速更快
EXP
近两年复合增速
-17.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $828.2M |
| 净利润 | $102.9M | $109.5M |
| 毛利率 | 28.9% | — |
| 营业利润率 | — | 29.9% |
| 净利率 | 18.5% | 13.2% |
| 营收同比 | -0.4% | 508.5% |
| 净利润同比 | -13.9% | 27.7% |
| 每股收益（稀释后） | $3.22 | $0.12 |
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EXPRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $556.0M | $1.5B | ||
| Q3 25 | $638.9M | $1.1B | ||
| Q2 25 | $634.7M | $1.2B | ||
| Q1 25 | $470.2M | $768.4M | ||
| Q4 24 | $558.0M | $2.1B | ||
| Q3 24 | $623.6M | $619.5M | ||
| Q2 24 | $608.7M | $1.2B |
净利润EXPRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $102.9M | $85.0M | ||
| Q3 25 | $137.4M | $221.5M | ||
| Q2 25 | $123.4M | $311.7M | ||
| Q1 25 | $66.5M | $78.8M | ||
| Q4 24 | $119.6M | $290.2M | ||
| Q3 24 | $143.5M | $121.7M | ||
| Q2 24 | $133.8M | $235.6M |
毛利率EXPRITM
| Q1 26 | — | — | ||
| Q4 25 | 28.9% | — | ||
| Q3 25 | 31.3% | — | ||
| Q2 25 | 29.2% | — | ||
| Q1 25 | 22.2% | — | ||
| Q4 24 | 31.9% | — | ||
| Q3 24 | 32.7% | — | ||
| Q2 24 | 30.7% | — |
营业利润率EXPRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | — | 13.8% | ||
| Q3 25 | — | 21.4% | ||
| Q2 25 | — | 25.2% | ||
| Q1 25 | — | 7.4% | ||
| Q4 24 | 32.8% | 23.8% | ||
| Q3 24 | 34.2% | 7.3% | ||
| Q2 24 | 32.0% | 23.6% |
净利率EXPRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 18.5% | 5.7% | ||
| Q3 25 | 21.5% | 20.0% | ||
| Q2 25 | 19.4% | 25.6% | ||
| Q1 25 | 14.1% | 10.3% | ||
| Q4 24 | 21.4% | 14.0% | ||
| Q3 24 | 23.0% | 19.7% | ||
| Q2 24 | 22.0% | 19.2% |
每股收益（稀释后）EXPRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $3.22 | $0.09 | ||
| Q3 25 | $4.23 | $0.35 | ||
| Q2 25 | $3.76 | $0.53 | ||
| Q1 25 | $2.01 | $0.07 | ||
| Q4 24 | $3.56 | $0.50 | ||
| Q3 24 | $4.26 | $0.20 | ||
| Q2 24 | $3.94 | $0.43 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $9.1B |
| 总资产 | $3.8B | $53.4B |
| 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EXPRITM
| Q1 26 | — | — | ||
| Q4 25 | $419.0M | $1.8B | ||
| Q3 25 | $35.0M | $1.6B | ||
| Q2 25 | $59.7M | $1.6B | ||
| Q1 25 | $20.4M | $1.5B | ||
| Q4 24 | $31.2M | $1.5B | ||
| Q3 24 | $93.9M | $1.6B | ||
| Q2 24 | $46.5M | $1.2B |
总债务EXPRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | $1.2B | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益EXPRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.5B | $8.4B | ||
| Q3 25 | $1.5B | $8.5B | ||
| Q2 25 | $1.5B | $7.9B | ||
| Q1 25 | $1.5B | $7.8B | ||
| Q4 24 | $1.5B | $7.8B | ||
| Q3 24 | $1.4B | $7.7B | ||
| Q2 24 | $1.4B | $7.3B |
总资产EXPRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $3.8B | $53.1B | ||
| Q3 25 | $3.4B | $47.2B | ||
| Q2 25 | $3.4B | $44.3B | ||
| Q1 25 | $3.3B | $45.3B | ||
| Q4 24 | $3.0B | $46.0B | ||
| Q3 24 | $3.1B | $42.3B | ||
| Q2 24 | $3.0B | $42.0B |
负债/权益比EXPRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | 0.86× | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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 | — |
| 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× | — |
| 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EXPRITM
| Q1 26 | — | — | ||
| Q4 25 | $170.8M | $-114.6M | ||
| Q3 25 | $204.6M | $-2.0B | ||
| Q2 25 | $136.6M | $-557.1M | ||
| Q1 25 | $62.8M | $1.4B | ||
| Q4 24 | $119.9M | $-1.8B | ||
| Q3 24 | $233.3M | $768.1M | ||
| Q2 24 | $132.6M | $-55.7M |
自由现金流EXPRITM
| Q1 26 | — | — | ||
| 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 | — |
自由现金流率EXPRITM
| Q1 26 | — | — | ||
| 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% | — |
资本支出强度EXPRITM
| Q1 26 | — | — | ||
| 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% | — |
现金转化率EXPRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.66× | -1.35× | ||
| Q3 25 | 1.49× | -9.22× | ||
| Q2 25 | 1.11× | -1.79× | ||
| Q1 25 | 0.94× | 18.03× | ||
| Q4 24 | 1.00× | -6.04× | ||
| Q3 24 | 1.63× | 6.31× | ||
| Q2 24 | 0.99× | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
