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EAGLE MATERIALS INC（EXP）与Revolve Group, Inc.（RVLV）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Revolve Group, Inc.的1.7倍（$556.0M vs $324.4M），EAGLE MATERIALS INC净利率更高（18.5% vs 5.7%，领先12.8%），Revolve Group, Inc.同比增速更快（10.4% vs -0.4%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% 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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
EXP vs RVLV — 直观对比
营收规模更大
EXP
是对方的1.7倍
$324.4M
营收增速更快
RVLV
高出10.8%
-0.4%
净利率更高
EXP
高出12.8%
5.7%
自由现金流更多
EXP
多$74.0M
$-13.3M
两年增速更快
RVLV
近两年复合增速
8.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $324.4M |
| 净利润 | $102.9M | $18.6M |
| 毛利率 | 28.9% | 53.3% |
| 营业利润率 | — | 6.3% |
| 净利率 | 18.5% | 5.7% |
| 营收同比 | -0.4% | 10.4% |
| 净利润同比 | -13.9% | 50.4% |
| 每股收益（稀释后） | $3.22 | $0.27 |
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EXPRVLV
| Q4 25 | $556.0M | $324.4M | ||
| Q3 25 | $638.9M | $295.6M | ||
| Q2 25 | $634.7M | $309.0M | ||
| Q1 25 | $470.2M | $296.7M | ||
| Q4 24 | $558.0M | $293.7M | ||
| Q3 24 | $623.6M | $283.1M | ||
| Q2 24 | $608.7M | $282.5M | ||
| Q1 24 | $476.7M | $270.6M |
净利润EXPRVLV
| Q4 25 | $102.9M | $18.6M | ||
| Q3 25 | $137.4M | $21.2M | ||
| Q2 25 | $123.4M | $10.2M | ||
| Q1 25 | $66.5M | $11.8M | ||
| Q4 24 | $119.6M | $12.3M | ||
| Q3 24 | $143.5M | $11.0M | ||
| Q2 24 | $133.8M | $15.4M | ||
| Q1 24 | $77.1M | $10.9M |
毛利率EXPRVLV
| Q4 25 | 28.9% | 53.3% | ||
| Q3 25 | 31.3% | 54.6% | ||
| Q2 25 | 29.2% | 54.1% | ||
| Q1 25 | 22.2% | 52.0% | ||
| Q4 24 | 31.9% | 52.5% | ||
| Q3 24 | 32.7% | 51.2% | ||
| Q2 24 | 30.7% | 54.0% | ||
| Q1 24 | 25.1% | 52.3% |
营业利润率EXPRVLV
| Q4 25 | — | 6.3% | ||
| Q3 25 | — | 7.1% | ||
| Q2 25 | — | 5.8% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | 32.8% | 3.9% | ||
| Q3 24 | 34.2% | 5.0% | ||
| Q2 24 | 32.0% | 5.8% | ||
| Q1 24 | 26.9% | 3.4% |
净利率EXPRVLV
| Q4 25 | 18.5% | 5.7% | ||
| Q3 25 | 21.5% | 7.2% | ||
| Q2 25 | 19.4% | 3.3% | ||
| Q1 25 | 14.1% | 4.0% | ||
| Q4 24 | 21.4% | 4.2% | ||
| Q3 24 | 23.0% | 3.9% | ||
| Q2 24 | 22.0% | 5.4% | ||
| Q1 24 | 16.2% | 4.0% |
每股收益（稀释后）EXPRVLV
| Q4 25 | $3.22 | $0.27 | ||
| Q3 25 | $4.23 | $0.29 | ||
| Q2 25 | $3.76 | $0.14 | ||
| Q1 25 | $2.01 | $0.16 | ||
| Q4 24 | $3.56 | $0.18 | ||
| Q3 24 | $4.26 | $0.15 | ||
| Q2 24 | $3.94 | $0.21 | ||
| Q1 24 | $2.23 | $0.15 |
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 | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $512.5M |
| 总资产 | $3.8B | $765.0M |
| 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EXPRVLV
| Q4 25 | $419.0M | $292.3M | ||
| Q3 25 | $35.0M | $315.4M | ||
| Q2 25 | $59.7M | $310.7M | ||
| Q1 25 | $20.4M | $300.8M | ||
| Q4 24 | $31.2M | $256.6M | ||
| Q3 24 | $93.9M | $252.8M | ||
| Q2 24 | $46.5M | $244.7M | ||
| Q1 24 | $34.9M | $273.4M |
总债务EXPRVLV
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.1B | — |
股东权益EXPRVLV
| Q4 25 | $1.5B | $512.5M | ||
| Q3 25 | $1.5B | $490.2M | ||
| Q2 25 | $1.5B | $468.6M | ||
| Q1 25 | $1.5B | $453.4M | ||
| Q4 24 | $1.5B | $437.8M | ||
| Q3 24 | $1.4B | $420.8M | ||
| Q2 24 | $1.4B | $405.8M | ||
| Q1 24 | $1.3B | $389.9M |
总资产EXPRVLV
| Q4 25 | $3.8B | $765.0M | ||
| Q3 25 | $3.4B | $751.3M | ||
| Q2 25 | $3.4B | $722.9M | ||
| Q1 25 | $3.3B | $713.9M | ||
| Q4 24 | $3.0B | $665.5M | ||
| Q3 24 | $3.1B | $670.9M | ||
| Q2 24 | $3.0B | $657.8M | ||
| Q1 24 | $2.9B | $650.0M |
负债/权益比EXPRVLV
| 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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $-13.3M |
| 自由现金流率自由现金流/营收 | 10.9% | -4.1% |
| 资本支出强度资本支出/营收 | 19.8% | 1.0% |
| 现金转化率经营现金流/净利润 | 1.66× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $231.8M | $48.0M |
8季度趋势，按日历期对齐
经营现金流EXPRVLV
| Q4 25 | $170.8M | $-10.2M | ||
| Q3 25 | $204.6M | $11.8M | ||
| Q2 25 | $136.6M | $12.6M | ||
| Q1 25 | $62.8M | $45.1M | ||
| Q4 24 | $119.9M | $3.9M | ||
| Q3 24 | $233.3M | $9.1M | ||
| Q2 24 | $132.6M | $-24.7M | ||
| Q1 24 | $63.4M | $38.4M |
自由现金流EXPRVLV
| Q4 25 | $60.8M | $-13.3M | ||
| Q3 25 | $96.1M | $7.5M | ||
| Q2 25 | $60.5M | $10.4M | ||
| Q1 25 | $14.5M | $43.4M | ||
| Q4 24 | $72.5M | $2.1M | ||
| Q3 24 | $166.8M | $8.0M | ||
| Q2 24 | $99.5M | $-25.7M | ||
| Q1 24 | $30.9M | $36.7M |
自由现金流率EXPRVLV
| Q4 25 | 10.9% | -4.1% | ||
| Q3 25 | 15.0% | 2.5% | ||
| Q2 25 | 9.5% | 3.4% | ||
| Q1 25 | 3.1% | 14.6% | ||
| Q4 24 | 13.0% | 0.7% | ||
| Q3 24 | 26.7% | 2.8% | ||
| Q2 24 | 16.3% | -9.1% | ||
| Q1 24 | 6.5% | 13.5% |
资本支出强度EXPRVLV
| Q4 25 | 19.8% | 1.0% | ||
| Q3 25 | 17.0% | 1.5% | ||
| Q2 25 | 12.0% | 0.7% | ||
| Q1 25 | 10.3% | 0.6% | ||
| Q4 24 | 8.5% | 0.6% | ||
| Q3 24 | 10.7% | 0.4% | ||
| Q2 24 | 5.4% | 0.4% | ||
| Q1 24 | 6.8% | 0.6% |
现金转化率EXPRVLV
| Q4 25 | 1.66× | -0.55× | ||
| Q3 25 | 1.49× | 0.56× | ||
| Q2 25 | 1.11× | 1.24× | ||
| Q1 25 | 0.94× | 3.82× | ||
| Q4 24 | 1.00× | 0.32× | ||
| Q3 24 | 1.63× | 0.83× | ||
| Q2 24 | 0.99× | -1.60× | ||
| Q1 24 | 0.82× | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
