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EAGLE MATERIALS INC（EXP）与BOSTON BEER CO INC（SAM）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BOSTON BEER CO INC的1.4倍（$556.0M vs $385.7M），EAGLE MATERIALS INC净利率更高（18.5% vs -5.8%，领先24.4%），EAGLE MATERIALS INC同比增速更快（-0.4% vs -4.1%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $22.1M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs -4.9%）
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。
波士顿啤酒公司是美国知名酿酒企业，1984年由吉姆·科赫与朗达·卡尔曼联合创立。旗下首款产品以美国开国元勋、独立运动先驱塞缪尔·亚当斯命名，后续陆续推出多个自有品牌，2019年正式完成与角鲨头酿酒厂的合并，是北美精酿啤酒行业的核心参与者之一。
EXP vs SAM — 直观对比
营收规模更大
EXP
是对方的1.4倍
$385.7M
营收增速更快
EXP
高出3.8%
-4.1%
净利率更高
EXP
高出24.4%
-5.8%
自由现金流更多
EXP
多$38.7M
$22.1M
两年增速更快
EXP
近两年复合增速
-4.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $385.7M |
| 净利润 | $102.9M | $-22.5M |
| 毛利率 | 28.9% | 43.5% |
| 营业利润率 | — | -8.6% |
| 净利率 | 18.5% | -5.8% |
| 营收同比 | -0.4% | -4.1% |
| 净利润同比 | -13.9% | 41.9% |
| 每股收益（稀释后） | $3.22 | $-1.97 |
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EXPSAM
| Q4 25 | $556.0M | $385.7M | ||
| Q3 25 | $638.9M | $537.5M | ||
| Q2 25 | $634.7M | $587.9M | ||
| Q1 25 | $470.2M | $453.9M | ||
| Q4 24 | $558.0M | $402.3M | ||
| Q3 24 | $623.6M | $605.5M | ||
| Q2 24 | $608.7M | $579.1M | ||
| Q1 24 | $476.7M | $426.1M |
净利润EXPSAM
| Q4 25 | $102.9M | $-22.5M | ||
| Q3 25 | $137.4M | $46.2M | ||
| Q2 25 | $123.4M | $60.4M | ||
| Q1 25 | $66.5M | $24.4M | ||
| Q4 24 | $119.6M | $-38.8M | ||
| Q3 24 | $143.5M | $33.5M | ||
| Q2 24 | $133.8M | $52.3M | ||
| Q1 24 | $77.1M | $12.6M |
毛利率EXPSAM
| Q4 25 | 28.9% | 43.5% | ||
| Q3 25 | 31.3% | 50.8% | ||
| Q2 25 | 29.2% | 49.8% | ||
| Q1 25 | 22.2% | 48.3% | ||
| Q4 24 | 31.9% | 39.9% | ||
| Q3 24 | 32.7% | 46.3% | ||
| Q2 24 | 30.7% | 46.0% | ||
| Q1 24 | 25.1% | 43.7% |
营业利润率EXPSAM
| Q4 25 | — | -8.6% | ||
| Q3 25 | — | 11.5% | ||
| Q2 25 | — | 14.0% | ||
| Q1 25 | — | 7.4% | ||
| Q4 24 | 32.8% | -13.9% | ||
| Q3 24 | 34.2% | 7.6% | ||
| Q2 24 | 32.0% | 12.2% | ||
| Q1 24 | 26.9% | 3.6% |
净利率EXPSAM
| Q4 25 | 18.5% | -5.8% | ||
| Q3 25 | 21.5% | 8.6% | ||
| Q2 25 | 19.4% | 10.3% | ||
| Q1 25 | 14.1% | 5.4% | ||
| Q4 24 | 21.4% | -9.6% | ||
| Q3 24 | 23.0% | 5.5% | ||
| Q2 24 | 22.0% | 9.0% | ||
| Q1 24 | 16.2% | 3.0% |
每股收益（稀释后）EXPSAM
| Q4 25 | $3.22 | $-1.97 | ||
| Q3 25 | $4.23 | $4.25 | ||
| Q2 25 | $3.76 | $5.45 | ||
| Q1 25 | $2.01 | $2.16 | ||
| Q4 24 | $3.56 | $-3.23 | ||
| Q3 24 | $4.26 | $2.86 | ||
| Q2 24 | $3.94 | $4.39 | ||
| Q1 24 | $2.23 | $1.04 |
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 | $223.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $846.3M |
| 总资产 | $3.8B | $1.2B |
| 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EXPSAM
| Q4 25 | $419.0M | $223.4M | ||
| Q3 25 | $35.0M | $250.5M | ||
| Q2 25 | $59.7M | $212.4M | ||
| Q1 25 | $20.4M | $152.5M | ||
| Q4 24 | $31.2M | $211.8M | ||
| Q3 24 | $93.9M | $255.6M | ||
| Q2 24 | $46.5M | $219.3M | ||
| Q1 24 | $34.9M | $205.4M |
总债务EXPSAM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.1B | — |
股东权益EXPSAM
| Q4 25 | $1.5B | $846.3M | ||
| Q3 25 | $1.5B | $911.0M | ||
| Q2 25 | $1.5B | $912.3M | ||
| Q1 25 | $1.5B | $897.0M | ||
| Q4 24 | $1.5B | $916.2M | ||
| Q3 24 | $1.4B | $1.0B | ||
| Q2 24 | $1.4B | $1.0B | ||
| Q1 24 | $1.3B | $1.0B |
总资产EXPSAM
| Q4 25 | $3.8B | $1.2B | ||
| Q3 25 | $3.4B | $1.2B | ||
| Q2 25 | $3.4B | $1.3B | ||
| Q1 25 | $3.3B | $1.2B | ||
| Q4 24 | $3.0B | $1.3B | ||
| Q3 24 | $3.1B | $1.4B | ||
| Q2 24 | $3.0B | $1.4B | ||
| Q1 24 | $2.9B | $1.4B |
负债/权益比EXPSAM
| 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 | $39.9M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $22.1M |
| 自由现金流率自由现金流/营收 | 10.9% | 5.7% |
| 资本支出强度资本支出/营收 | 19.8% | 4.6% |
| 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 | $215.6M |
8季度趋势，按日历期对齐
经营现金流EXPSAM
| Q4 25 | $170.8M | $39.9M | ||
| Q3 25 | $204.6M | $101.8M | ||
| Q2 25 | $136.6M | $126.5M | ||
| Q1 25 | $62.8M | $1.9M | ||
| Q4 24 | $119.9M | $41.9M | ||
| Q3 24 | $233.3M | $115.9M | ||
| Q2 24 | $132.6M | $96.0M | ||
| Q1 24 | $63.4M | $-4.9M |
自由现金流EXPSAM
| Q4 25 | $60.8M | $22.1M | ||
| Q3 25 | $96.1M | $89.2M | ||
| Q2 25 | $60.5M | $112.2M | ||
| Q1 25 | $14.5M | $-8.0M | ||
| Q4 24 | $72.5M | $18.4M | ||
| Q3 24 | $166.8M | $99.2M | ||
| Q2 24 | $99.5M | $75.6M | ||
| Q1 24 | $30.9M | $-20.6M |
自由现金流率EXPSAM
| Q4 25 | 10.9% | 5.7% | ||
| Q3 25 | 15.0% | 16.6% | ||
| Q2 25 | 9.5% | 19.1% | ||
| Q1 25 | 3.1% | -1.8% | ||
| Q4 24 | 13.0% | 4.6% | ||
| Q3 24 | 26.7% | 16.4% | ||
| Q2 24 | 16.3% | 13.1% | ||
| Q1 24 | 6.5% | -4.8% |
资本支出强度EXPSAM
| Q4 25 | 19.8% | 4.6% | ||
| Q3 25 | 17.0% | 2.3% | ||
| Q2 25 | 12.0% | 2.4% | ||
| Q1 25 | 10.3% | 2.2% | ||
| Q4 24 | 8.5% | 5.8% | ||
| Q3 24 | 10.7% | 2.8% | ||
| Q2 24 | 5.4% | 3.5% | ||
| Q1 24 | 6.8% | 3.7% |
现金转化率EXPSAM
| Q4 25 | 1.66× | — | ||
| Q3 25 | 1.49× | 2.21× | ||
| Q2 25 | 1.11× | 2.09× | ||
| Q1 25 | 0.94× | 0.08× | ||
| Q4 24 | 1.00× | — | ||
| Q3 24 | 1.63× | 3.46× | ||
| Q2 24 | 0.99× | 1.83× | ||
| Q1 24 | 0.82× | -0.39× |
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% |
SAM
暂无分部数据
