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EAGLE MATERIALS INC（EXP）与SCANSOURCE, INC.（SCSC）财务数据对比。点击上方公司名可切换其他公司
SCANSOURCE, INC.的季度营收约是EAGLE MATERIALS INC的1.4倍（$766.5M vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 2.2%，领先16.4%），SCANSOURCE, INC.同比增速更快（2.5% vs -0.4%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $28.9M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs 0.9%）
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。
ScanSource是全球领先的专业技术分销商，主营销售点系统、条码扫描设备、网络安全产品、云服务及通信解决方案，面向北美、拉美、欧洲的增值经销商、服务提供商及企业客户，覆盖零售、医疗、工业、公共部门等领域。
EXP vs SCSC — 直观对比
营收规模更大
SCSC
是对方的1.4倍
$556.0M
营收增速更快
SCSC
高出2.9%
-0.4%
净利率更高
EXP
高出16.4%
2.2%
自由现金流更多
EXP
多$31.9M
$28.9M
两年增速更快
EXP
近两年复合增速
0.9%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $766.5M |
| 净利润 | $102.9M | $16.5M |
| 毛利率 | 28.9% | 13.4% |
| 营业利润率 | — | 2.3% |
| 净利率 | 18.5% | 2.2% |
| 营收同比 | -0.4% | 2.5% |
| 净利润同比 | -13.9% | -3.3% |
| 每股收益（稀释后） | $3.22 | $0.75 |
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EXPSCSC
| Q4 25 | $556.0M | $766.5M | ||
| Q3 25 | $638.9M | $739.6M | ||
| Q2 25 | $634.7M | $812.9M | ||
| Q1 25 | $470.2M | $704.8M | ||
| Q4 24 | $558.0M | $747.5M | ||
| Q3 24 | $623.6M | $775.6M | ||
| Q2 24 | $608.7M | $746.1M | ||
| Q1 24 | $476.7M | $752.6M |
净利润EXPSCSC
| Q4 25 | $102.9M | $16.5M | ||
| Q3 25 | $137.4M | $19.9M | ||
| Q2 25 | $123.4M | $20.1M | ||
| Q1 25 | $66.5M | $17.4M | ||
| Q4 24 | $119.6M | $17.1M | ||
| Q3 24 | $143.5M | $17.0M | ||
| Q2 24 | $133.8M | $16.1M | ||
| Q1 24 | $77.1M | $12.8M |
毛利率EXPSCSC
| Q4 25 | 28.9% | 13.4% | ||
| Q3 25 | 31.3% | 14.5% | ||
| Q2 25 | 29.2% | 12.9% | ||
| Q1 25 | 22.2% | 14.2% | ||
| Q4 24 | 31.9% | 13.6% | ||
| Q3 24 | 32.7% | 13.1% | ||
| Q2 24 | 30.7% | 13.0% | ||
| Q1 24 | 25.1% | 12.6% |
营业利润率EXPSCSC
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 3.5% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | 32.8% | 2.5% | ||
| Q3 24 | 34.2% | 2.3% | ||
| Q2 24 | 32.0% | 2.9% | ||
| Q1 24 | 26.9% | 2.3% |
净利率EXPSCSC
| Q4 25 | 18.5% | 2.2% | ||
| Q3 25 | 21.5% | 2.7% | ||
| Q2 25 | 19.4% | 2.5% | ||
| Q1 25 | 14.1% | 2.5% | ||
| Q4 24 | 21.4% | 2.3% | ||
| Q3 24 | 23.0% | 2.2% | ||
| Q2 24 | 22.0% | 2.2% | ||
| Q1 24 | 16.2% | 1.7% |
每股收益（稀释后）EXPSCSC
| Q4 25 | $3.22 | $0.75 | ||
| Q3 25 | $4.23 | $0.89 | ||
| Q2 25 | $3.76 | $0.87 | ||
| Q1 25 | $2.01 | $0.74 | ||
| Q4 24 | $3.56 | $0.70 | ||
| Q3 24 | $4.26 | $0.69 | ||
| Q2 24 | $3.94 | $0.66 | ||
| Q1 24 | $2.23 | $0.50 |
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 | $83.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $910.9M |
| 总资产 | $3.8B | $1.7B |
| 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EXPSCSC
| Q4 25 | $419.0M | $83.5M | ||
| Q3 25 | $35.0M | $124.9M | ||
| Q2 25 | $59.7M | $126.2M | ||
| Q1 25 | $20.4M | $146.3M | ||
| Q4 24 | $31.2M | $110.5M | ||
| Q3 24 | $93.9M | $145.0M | ||
| Q2 24 | $46.5M | $185.5M | ||
| Q1 24 | $34.9M | $159.1M |
总债务EXPSCSC
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.1B | — |
股东权益EXPSCSC
| Q4 25 | $1.5B | $910.9M | ||
| Q3 25 | $1.5B | $914.0M | ||
| Q2 25 | $1.5B | $906.4M | ||
| Q1 25 | $1.5B | $901.7M | ||
| Q4 24 | $1.5B | $900.7M | ||
| Q3 24 | $1.4B | $920.9M | ||
| Q2 24 | $1.4B | $924.3M | ||
| Q1 24 | $1.3B | $944.1M |
总资产EXPSCSC
| Q4 25 | $3.8B | $1.7B | ||
| Q3 25 | $3.4B | $1.7B | ||
| Q2 25 | $3.4B | $1.8B | ||
| Q1 25 | $3.3B | $1.7B | ||
| Q4 24 | $3.0B | $1.7B | ||
| Q3 24 | $3.1B | $1.8B | ||
| Q2 24 | $3.0B | $1.8B | ||
| Q1 24 | $2.9B | $1.8B |
负债/权益比EXPSCSC
| 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 | $30.8M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $28.9M |
| 自由现金流率自由现金流/营收 | 10.9% | 3.8% |
| 资本支出强度资本支出/营收 | 19.8% | 0.3% |
| 现金转化率经营现金流/净利润 | 1.66× | 1.87× |
| 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EXPSCSC
| Q4 25 | $170.8M | $30.8M | ||
| Q3 25 | $204.6M | $23.2M | ||
| Q2 25 | $136.6M | — | ||
| Q1 25 | $62.8M | $66.1M | ||
| Q4 24 | $119.9M | $-6.2M | ||
| Q3 24 | $233.3M | $44.8M | ||
| Q2 24 | $132.6M | — | ||
| Q1 24 | $63.4M | $160.2M |
自由现金流EXPSCSC
| Q4 25 | $60.8M | $28.9M | ||
| Q3 25 | $96.1M | $20.8M | ||
| Q2 25 | $60.5M | — | ||
| Q1 25 | $14.5M | $64.6M | ||
| Q4 24 | $72.5M | $-8.2M | ||
| Q3 24 | $166.8M | $42.5M | ||
| Q2 24 | $99.5M | — | ||
| Q1 24 | $30.9M | $157.7M |
自由现金流率EXPSCSC
| Q4 25 | 10.9% | 3.8% | ||
| Q3 25 | 15.0% | 2.8% | ||
| Q2 25 | 9.5% | — | ||
| Q1 25 | 3.1% | 9.2% | ||
| Q4 24 | 13.0% | -1.1% | ||
| Q3 24 | 26.7% | 5.5% | ||
| Q2 24 | 16.3% | — | ||
| Q1 24 | 6.5% | 21.0% |
资本支出强度EXPSCSC
| Q4 25 | 19.8% | 0.3% | ||
| Q3 25 | 17.0% | 0.3% | ||
| Q2 25 | 12.0% | 0.3% | ||
| Q1 25 | 10.3% | 0.2% | ||
| Q4 24 | 8.5% | 0.3% | ||
| Q3 24 | 10.7% | 0.3% | ||
| Q2 24 | 5.4% | 0.2% | ||
| Q1 24 | 6.8% | 0.3% |
现金转化率EXPSCSC
| Q4 25 | 1.66× | 1.87× | ||
| Q3 25 | 1.49× | 1.17× | ||
| Q2 25 | 1.11× | — | ||
| Q1 25 | 0.94× | 3.79× | ||
| Q4 24 | 1.00× | -0.36× | ||
| Q3 24 | 1.63× | 2.64× | ||
| Q2 24 | 0.99× | — | ||
| Q1 24 | 0.82× | 12.51× |
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% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
