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EAGLE MATERIALS INC(EXP)与Rackspace Technology, Inc.(RXT)财务数据对比。点击上方公司名可切换其他公司
Rackspace Technology, Inc.的季度营收约是EAGLE MATERIALS INC的1.2倍($682.8M vs $556.0M),EAGLE MATERIALS INC净利率更高(18.5% vs -4.8%,领先23.3%),EAGLE MATERIALS INC同比增速更快(-0.4% vs -0.4%),EAGLE MATERIALS INC自由现金流更多($60.8M vs $56.0M),过去两年EAGLE MATERIALS INC的营收复合增速更高(8.0% vs -0.6%)
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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业,在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处,数据中心分布于全球多个主要城市,为客户提供专业的云计算相关服务。
EXP vs RXT — 直观对比
营收规模更大
RXT
是对方的1.2倍
$556.0M
营收增速更快
EXP
高出0.0%
-0.4%
净利率更高
EXP
高出23.3%
-4.8%
自由现金流更多
EXP
多$4.8M
$56.0M
两年增速更快
EXP
近两年复合增速
-0.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $556.0M | $682.8M |
| 净利润 | $102.9M | $-32.7M |
| 毛利率 | 28.9% | 17.6% |
| 营业利润率 | — | -0.5% |
| 净利率 | 18.5% | -4.8% |
| 营收同比 | -0.4% | -0.4% |
| 净利润同比 | -13.9% | 41.6% |
| 每股收益(稀释后) | $3.22 | $-0.13 |
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
EXP
RXT
| Q4 25 | $556.0M | $682.8M | ||
| Q3 25 | $638.9M | $671.2M | ||
| Q2 25 | $634.7M | $666.3M | ||
| Q1 25 | $470.2M | $665.4M | ||
| Q4 24 | $558.0M | $685.6M | ||
| Q3 24 | $623.6M | $675.8M | ||
| Q2 24 | $608.7M | $684.9M | ||
| Q1 24 | $476.7M | $690.8M |
净利润
EXP
RXT
| Q4 25 | $102.9M | $-32.7M | ||
| Q3 25 | $137.4M | $-67.1M | ||
| Q2 25 | $123.4M | $-54.5M | ||
| Q1 25 | $66.5M | $-71.5M | ||
| Q4 24 | $119.6M | $-56.0M | ||
| Q3 24 | $143.5M | $-186.6M | ||
| Q2 24 | $133.8M | $25.0M | ||
| Q1 24 | $77.1M | $-640.6M |
毛利率
EXP
RXT
| Q4 25 | 28.9% | 17.6% | ||
| Q3 25 | 31.3% | 19.4% | ||
| Q2 25 | 29.2% | 19.4% | ||
| Q1 25 | 22.2% | 19.1% | ||
| Q4 24 | 31.9% | 19.2% | ||
| Q3 24 | 32.7% | 20.3% | ||
| Q2 24 | 30.7% | 19.2% | ||
| Q1 24 | 25.1% | 19.2% |
营业利润率
EXP
RXT
| Q4 25 | — | -0.5% | ||
| Q3 25 | — | -5.1% | ||
| Q2 25 | — | -3.8% | ||
| Q1 25 | — | -5.8% | ||
| Q4 24 | 32.8% | -4.2% | ||
| Q3 24 | 34.2% | -25.7% | ||
| Q2 24 | 32.0% | -7.9% | ||
| Q1 24 | 26.9% | -94.5% |
净利率
EXP
RXT
| Q4 25 | 18.5% | -4.8% | ||
| Q3 25 | 21.5% | -10.0% | ||
| Q2 25 | 19.4% | -8.2% | ||
| Q1 25 | 14.1% | -10.7% | ||
| Q4 24 | 21.4% | -8.2% | ||
| Q3 24 | 23.0% | -27.6% | ||
| Q2 24 | 22.0% | 3.7% | ||
| Q1 24 | 16.2% | -92.7% |
每股收益(稀释后)
EXP
RXT
| Q4 25 | $3.22 | $-0.13 | ||
| Q3 25 | $4.23 | $-0.28 | ||
| Q2 25 | $3.76 | $-0.23 | ||
| Q1 25 | $2.01 | $-0.31 | ||
| Q4 24 | $3.56 | $-0.20 | ||
| Q3 24 | $4.26 | $-0.82 | ||
| Q2 24 | $3.94 | $0.11 | ||
| Q1 24 | $2.23 | $-2.91 |
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 | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $1.5B | $-1.2B |
| 总资产 | $3.8B | $2.8B |
| 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
EXP
RXT
| Q4 25 | $419.0M | $105.8M | ||
| Q3 25 | $35.0M | $99.5M | ||
| Q2 25 | $59.7M | $103.9M | ||
| Q1 25 | $20.4M | $128.0M | ||
| Q4 24 | $31.2M | $144.0M | ||
| Q3 24 | $93.9M | $157.1M | ||
| Q2 24 | $46.5M | $190.2M | ||
| Q1 24 | $34.9M | $282.6M |
总债务
EXP
RXT
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | $1.2B | $2.8B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | $1.1B | $3.0B |
股东权益
EXP
RXT
| Q4 25 | $1.5B | $-1.2B | ||
| Q3 25 | $1.5B | $-1.2B | ||
| Q2 25 | $1.5B | $-1.1B | ||
| Q1 25 | $1.5B | $-1.1B | ||
| Q4 24 | $1.5B | $-1.0B | ||
| Q3 24 | $1.4B | $-949.7M | ||
| Q2 24 | $1.4B | $-756.2M | ||
| Q1 24 | $1.3B | $-787.2M |
总资产
EXP
RXT
| Q4 25 | $3.8B | $2.8B | ||
| Q3 25 | $3.4B | $2.8B | ||
| Q2 25 | $3.4B | $2.9B | ||
| Q1 25 | $3.3B | $3.0B | ||
| Q4 24 | $3.0B | $3.1B | ||
| Q3 24 | $3.1B | $3.1B | ||
| Q2 24 | $3.0B | $3.4B | ||
| Q1 24 | $2.9B | $3.5B |
负债/权益比
EXP
RXT
| 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 | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $56.0M |
| 自由现金流率自由现金流/营收 | 10.9% | 8.2% |
| 资本支出强度资本支出/营收 | 19.8% | 0.5% |
| 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 | $90.6M |
8季度趋势,按日历期对齐
经营现金流
EXP
RXT
| Q4 25 | $170.8M | $59.7M | ||
| Q3 25 | $204.6M | $70.7M | ||
| Q2 25 | $136.6M | $8.4M | ||
| Q1 25 | $62.8M | $12.6M | ||
| Q4 24 | $119.9M | $54.3M | ||
| Q3 24 | $233.3M | $51.8M | ||
| Q2 24 | $132.6M | $24.1M | ||
| Q1 24 | $63.4M | $-90.3M |
自由现金流
EXP
RXT
| Q4 25 | $60.8M | $56.0M | ||
| Q3 25 | $96.1M | $42.7M | ||
| Q2 25 | $60.5M | $-12.4M | ||
| Q1 25 | $14.5M | $4.3M | ||
| Q4 24 | $72.5M | $34.4M | ||
| Q3 24 | $166.8M | $27.3M | ||
| Q2 24 | $99.5M | $-14.5M | ||
| Q1 24 | $30.9M | $-118.4M |
自由现金流率
EXP
RXT
| Q4 25 | 10.9% | 8.2% | ||
| Q3 25 | 15.0% | 6.4% | ||
| Q2 25 | 9.5% | -1.9% | ||
| Q1 25 | 3.1% | 0.6% | ||
| Q4 24 | 13.0% | 5.0% | ||
| Q3 24 | 26.7% | 4.0% | ||
| Q2 24 | 16.3% | -2.1% | ||
| Q1 24 | 6.5% | -17.1% |
资本支出强度
EXP
RXT
| Q4 25 | 19.8% | 0.5% | ||
| Q3 25 | 17.0% | 4.2% | ||
| Q2 25 | 12.0% | 3.1% | ||
| Q1 25 | 10.3% | 1.2% | ||
| Q4 24 | 8.5% | 2.9% | ||
| Q3 24 | 10.7% | 3.6% | ||
| Q2 24 | 5.4% | 5.6% | ||
| Q1 24 | 6.8% | 4.1% |
现金转化率
EXP
RXT
| Q4 25 | 1.66× | — | ||
| Q3 25 | 1.49× | — | ||
| Q2 25 | 1.11× | — | ||
| Q1 25 | 0.94× | — | ||
| Q4 24 | 1.00× | — | ||
| Q3 24 | 1.63× | — | ||
| Q2 24 | 0.99× | 0.96× | ||
| Q1 24 | 0.82× | — |
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% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |