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EAGLE MATERIALS INC（EXP）与Royalty Pharma plc（RPRX）财务数据对比。点击上方公司名可切换其他公司
Royalty Pharma plc的季度营收约是EAGLE MATERIALS INC的1.1倍（$622.0M vs $556.0M），Royalty Pharma plc净利率更高（34.4% vs 18.5%，领先15.9%），Royalty Pharma plc同比增速更快（4.8% vs -0.4%），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs 4.6%）
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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
EXP vs RPRX — 直观对比
营收规模更大
RPRX
是对方的1.1倍
$556.0M
营收增速更快
RPRX
高出5.1%
-0.4%
净利率更高
RPRX
高出15.9%
18.5%
两年增速更快
EXP
近两年复合增速
4.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $622.0M |
| 净利润 | $102.9M | $214.2M |
| 毛利率 | 28.9% | — |
| 营业利润率 | — | 62.4% |
| 净利率 | 18.5% | 34.4% |
| 营收同比 | -0.4% | 4.8% |
| 净利润同比 | -13.9% | 2.9% |
| 每股收益（稀释后） | $3.22 | $0.49 |
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EXPRPRX
| Q4 25 | $556.0M | $622.0M | ||
| Q3 25 | $638.9M | $609.3M | ||
| Q2 25 | $634.7M | $578.7M | ||
| Q1 25 | $470.2M | $568.2M | ||
| Q4 24 | $558.0M | $593.6M | ||
| Q3 24 | $623.6M | $564.7M | ||
| Q2 24 | $608.7M | $537.3M | ||
| Q1 24 | $476.7M | $568.0M |
净利润EXPRPRX
| Q4 25 | $102.9M | $214.2M | ||
| Q3 25 | $137.4M | $288.2M | ||
| Q2 25 | $123.4M | $30.2M | ||
| Q1 25 | $66.5M | $238.3M | ||
| Q4 24 | $119.6M | $208.2M | ||
| Q3 24 | $143.5M | $544.0M | ||
| Q2 24 | $133.8M | $102.0M | ||
| Q1 24 | $77.1M | $4.8M |
毛利率EXPRPRX
| 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% | — | ||
| Q1 24 | 25.1% | — |
营业利润率EXPRPRX
| Q4 25 | — | 62.4% | ||
| Q3 25 | — | 70.1% | ||
| Q2 25 | — | 36.3% | ||
| Q1 25 | — | 94.0% | ||
| Q4 24 | 32.8% | 60.9% | ||
| Q3 24 | 34.2% | — | ||
| Q2 24 | 32.0% | 50.2% | ||
| Q1 24 | 26.9% | -13.0% |
净利率EXPRPRX
| Q4 25 | 18.5% | 34.4% | ||
| Q3 25 | 21.5% | 47.3% | ||
| Q2 25 | 19.4% | 5.2% | ||
| Q1 25 | 14.1% | 41.9% | ||
| Q4 24 | 21.4% | 35.1% | ||
| Q3 24 | 23.0% | 96.3% | ||
| Q2 24 | 22.0% | 19.0% | ||
| Q1 24 | 16.2% | 0.8% |
每股收益（稀释后）EXPRPRX
| Q4 25 | $3.22 | $0.49 | ||
| Q3 25 | $4.23 | $0.67 | ||
| Q2 25 | $3.76 | $0.07 | ||
| Q1 25 | $2.01 | $0.55 | ||
| Q4 24 | $3.56 | $0.46 | ||
| Q3 24 | $4.26 | $1.21 | ||
| Q2 24 | $3.94 | $0.23 | ||
| Q1 24 | $2.23 | $0.01 |
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 | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | $1.5B | $9.7B |
| 总资产 | $3.8B | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资EXPRPRX
| Q4 25 | $419.0M | $618.7M | ||
| Q3 25 | $35.0M | $938.9M | ||
| Q2 25 | $59.7M | $631.9M | ||
| Q1 25 | $20.4M | $1.1B | ||
| Q4 24 | $31.2M | $929.0M | ||
| Q3 24 | $93.9M | $950.1M | ||
| Q2 24 | $46.5M | $1.8B | ||
| Q1 24 | $34.9M | $843.0M |
总债务EXPRPRX
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | $1.2B | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B | ||
| Q1 24 | $1.1B | $6.1B |
股东权益EXPRPRX
| Q4 25 | $1.5B | $9.7B | ||
| Q3 25 | $1.5B | $9.6B | ||
| Q2 25 | $1.5B | $9.5B | ||
| Q1 25 | $1.5B | $9.8B | ||
| Q4 24 | $1.5B | $10.3B | ||
| Q3 24 | $1.4B | $10.3B | ||
| Q2 24 | $1.4B | $9.8B | ||
| Q1 24 | $1.3B | $9.9B |
总资产EXPRPRX
| Q4 25 | $3.8B | $19.6B | ||
| Q3 25 | $3.4B | $19.3B | ||
| Q2 25 | $3.4B | $18.3B | ||
| Q1 25 | $3.3B | $17.6B | ||
| Q4 24 | $3.0B | $18.2B | ||
| Q3 24 | $3.1B | $18.0B | ||
| Q2 24 | $3.0B | $17.7B | ||
| Q1 24 | $2.9B | $16.1B |
负债/权益比EXPRPRX
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | 0.86× | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | 0.84× | 0.62× |
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 | $827.1M |
| 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× | 3.86× |
| 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EXPRPRX
| Q4 25 | $170.8M | $827.1M | ||
| Q3 25 | $204.6M | $702.6M | ||
| Q2 25 | $136.6M | $364.0M | ||
| Q1 25 | $62.8M | $596.1M | ||
| Q4 24 | $119.9M | $742.5M | ||
| Q3 24 | $233.3M | $703.6M | ||
| Q2 24 | $132.6M | $658.2M | ||
| Q1 24 | $63.4M | $664.6M |
自由现金流EXPRPRX
| 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EXPRPRX
| 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EXPRPRX
| 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EXPRPRX
| Q4 25 | 1.66× | 3.86× | ||
| Q3 25 | 1.49× | 2.44× | ||
| Q2 25 | 1.11× | 12.06× | ||
| Q1 25 | 0.94× | 2.50× | ||
| Q4 24 | 1.00× | 3.57× | ||
| Q3 24 | 1.63× | 1.29× | ||
| Q2 24 | 0.99× | 6.45× | ||
| Q1 24 | 0.82× | 139.10× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
