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EAGLE MATERIALS INC（EXP）与印度钢铁管理局（SAIL）财务数据对比。点击上方公司名可切换其他公司
EAGLE MATERIALS INC的季度营收约是印度钢铁管理局的2.0倍（$556.0M vs $281.9M），EAGLE MATERIALS INC净利率更高（18.5% vs -12.8%，领先31.3%），印度钢铁管理局同比增速更快（6.7% vs -0.4%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $52.5M）
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。
印度钢铁管理局（SAIL）是总部位于新德里的印度公营钢铁制造企业，属印度最高级别的“马哈拉特纳”中央公共部门企业，是印度最大的国有钢铁生产商，年钢铁产量达1829万吨，1973年1月24日成立，现有员工5.1万余名，由印度钢铁部行政管理。
EXP vs SAIL — 直观对比
营收规模更大
EXP
是对方的2.0倍
$281.9M
营收增速更快
SAIL
高出7.0%
-0.4%
净利率更高
EXP
高出31.3%
-12.8%
自由现金流更多
EXP
多$8.2M
$52.5M
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $281.9M |
| 净利润 | $102.9M | $-36.0M |
| 毛利率 | 28.9% | 66.3% |
| 营业利润率 | — | -14.8% |
| 净利率 | 18.5% | -12.8% |
| 营收同比 | -0.4% | 6.7% |
| 净利润同比 | -13.9% | -240.9% |
| 每股收益（稀释后） | $3.22 | $-0.06 |
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EXPSAIL
| Q4 25 | $556.0M | $281.9M | ||
| Q3 25 | $638.9M | $264.4M | ||
| Q2 25 | $634.7M | $230.5M | ||
| Q1 25 | $470.2M | $240.1M | ||
| Q4 24 | $558.0M | — | ||
| Q3 24 | $623.6M | $198.6M | ||
| Q2 24 | $608.7M | $187.7M | ||
| Q1 24 | $476.7M | — |
净利润EXPSAIL
| Q4 25 | $102.9M | $-36.0M | ||
| Q3 25 | $137.4M | $-10.6M | ||
| Q2 25 | $123.4M | $-187.3M | ||
| Q1 25 | $66.5M | $-80.1M | ||
| Q4 24 | $119.6M | — | ||
| Q3 24 | $143.5M | $-87.1M | ||
| Q2 24 | $133.8M | $-89.2M | ||
| Q1 24 | $77.1M | — |
毛利率EXPSAIL
| Q4 25 | 28.9% | 66.3% | ||
| Q3 25 | 31.3% | 67.3% | ||
| Q2 25 | 29.2% | 55.4% | ||
| Q1 25 | 22.2% | 66.5% | ||
| Q4 24 | 31.9% | — | ||
| Q3 24 | 32.7% | 62.1% | ||
| Q2 24 | 30.7% | 61.5% | ||
| Q1 24 | 25.1% | — |
营业利润率EXPSAIL
| Q4 25 | — | -14.8% | ||
| Q3 25 | — | -15.4% | ||
| Q2 25 | — | -80.3% | ||
| Q1 25 | — | -12.6% | ||
| Q4 24 | 32.8% | — | ||
| Q3 24 | 34.2% | -33.2% | ||
| Q2 24 | 32.0% | -36.3% | ||
| Q1 24 | 26.9% | — |
净利率EXPSAIL
| Q4 25 | 18.5% | -12.8% | ||
| Q3 25 | 21.5% | -4.0% | ||
| Q2 25 | 19.4% | -81.3% | ||
| Q1 25 | 14.1% | -33.4% | ||
| Q4 24 | 21.4% | — | ||
| Q3 24 | 23.0% | -43.9% | ||
| Q2 24 | 22.0% | -47.5% | ||
| Q1 24 | 16.2% | — |
每股收益（稀释后）EXPSAIL
| Q4 25 | $3.22 | $-0.06 | ||
| Q3 25 | $4.23 | $-0.02 | ||
| Q2 25 | $3.76 | $-0.42 | ||
| Q1 25 | $2.01 | $-6.50 | ||
| Q4 24 | $3.56 | — | ||
| Q3 24 | $4.26 | $-2.97 | ||
| Q2 24 | $3.94 | $-0.77 | ||
| Q1 24 | $2.23 | — |
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 | $298.1M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $1.5B | $6.8B |
| 总资产 | $3.8B | $7.5B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资EXPSAIL
| Q4 25 | $419.0M | $298.1M | ||
| Q3 25 | $35.0M | $271.1M | ||
| Q2 25 | $59.7M | $228.1M | ||
| Q1 25 | $20.4M | $121.3M | ||
| Q4 24 | $31.2M | — | ||
| Q3 24 | $93.9M | $89.7M | ||
| Q2 24 | $46.5M | $146.8M | ||
| Q1 24 | $34.9M | — |
总债务EXPSAIL
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | $1.2B | $1.0B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.1B | — |
股东权益EXPSAIL
| Q4 25 | $1.5B | $6.8B | ||
| Q3 25 | $1.5B | $6.8B | ||
| Q2 25 | $1.5B | $6.8B | ||
| Q1 25 | $1.5B | $-5.6B | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.4B | $-701.3M | ||
| Q2 24 | $1.4B | $-622.5M | ||
| Q1 24 | $1.3B | — |
总资产EXPSAIL
| Q4 25 | $3.8B | $7.5B | ||
| Q3 25 | $3.4B | $7.4B | ||
| Q2 25 | $3.4B | $7.4B | ||
| Q1 25 | $3.3B | $7.4B | ||
| Q4 24 | $3.0B | — | ||
| Q3 24 | $3.1B | — | ||
| Q2 24 | $3.0B | — | ||
| Q1 24 | $2.9B | — |
负债/权益比EXPSAIL
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| 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 | $53.6M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $52.5M |
| 自由现金流率自由现金流/营收 | 10.9% | 18.6% |
| 资本支出强度资本支出/营收 | 19.8% | 0.4% |
| 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EXPSAIL
| Q4 25 | $170.8M | $53.6M | ||
| Q3 25 | $204.6M | $49.9M | ||
| Q2 25 | $136.6M | $-96.8M | ||
| Q1 25 | $62.8M | — | ||
| Q4 24 | $119.9M | — | ||
| Q3 24 | $233.3M | — | ||
| Q2 24 | $132.6M | $-55.4M | ||
| Q1 24 | $63.4M | — |
自由现金流EXPSAIL
| Q4 25 | $60.8M | $52.5M | ||
| Q3 25 | $96.1M | $49.0M | ||
| Q2 25 | $60.5M | $-99.0M | ||
| Q1 25 | $14.5M | — | ||
| Q4 24 | $72.5M | — | ||
| Q3 24 | $166.8M | — | ||
| Q2 24 | $99.5M | $-56.0M | ||
| Q1 24 | $30.9M | — |
自由现金流率EXPSAIL
| Q4 25 | 10.9% | 18.6% | ||
| Q3 25 | 15.0% | 18.5% | ||
| Q2 25 | 9.5% | -43.0% | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | 13.0% | — | ||
| Q3 24 | 26.7% | — | ||
| Q2 24 | 16.3% | -29.8% | ||
| Q1 24 | 6.5% | — |
资本支出强度EXPSAIL
| Q4 25 | 19.8% | 0.4% | ||
| Q3 25 | 17.0% | 0.4% | ||
| Q2 25 | 12.0% | 1.0% | ||
| Q1 25 | 10.3% | — | ||
| Q4 24 | 8.5% | — | ||
| Q3 24 | 10.7% | — | ||
| Q2 24 | 5.4% | 0.3% | ||
| Q1 24 | 6.8% | — |
现金转化率EXPSAIL
| 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× | — | ||
| 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% |
SAIL
| Software As A Service Saa S | $156.0M | 55% |
| Term Subscriptions Services | $65.1M | 23% |
| Maintenance | $38.0M | 13% |
| Other | $15.7M | 6% |
| Other Subscription Services | $7.1M | 3% |
