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EAGLE MATERIALS INC（EXP）与Stitch Fix, Inc.（SFIX）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Stitch Fix, Inc.的1.6倍（$556.0M vs $342.1M），EAGLE MATERIALS INC净利率更高（18.5% vs -1.9%，领先20.4%），Stitch Fix, Inc.同比增速更快（7.3% vs -0.4%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $5.6M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs 1.8%）
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。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
EXP vs SFIX — 直观对比
营收规模更大
EXP
是对方的1.6倍
$342.1M
营收增速更快
SFIX
高出7.7%
-0.4%
净利率更高
EXP
高出20.4%
-1.9%
自由现金流更多
EXP
多$55.2M
$5.6M
两年增速更快
EXP
近两年复合增速
1.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $342.1M |
| 净利润 | $102.9M | $-6.4M |
| 毛利率 | 28.9% | 43.6% |
| 营业利润率 | — | -2.5% |
| 净利率 | 18.5% | -1.9% |
| 营收同比 | -0.4% | 7.3% |
| 净利润同比 | -13.9% | -1.7% |
| 每股收益（稀释后） | $3.22 | $-0.05 |
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EXPSFIX
| Q4 25 | $556.0M | $342.1M | ||
| Q3 25 | $638.9M | $311.2M | ||
| Q2 25 | $634.7M | $325.0M | ||
| Q1 25 | $470.2M | $312.1M | ||
| Q4 24 | $558.0M | $318.8M | ||
| Q3 24 | $623.6M | $319.6M | ||
| Q2 24 | $608.7M | $322.7M | ||
| Q1 24 | $476.7M | $330.4M |
净利润EXPSFIX
| Q4 25 | $102.9M | $-6.4M | ||
| Q3 25 | $137.4M | $-8.6M | ||
| Q2 25 | $123.4M | $-7.4M | ||
| Q1 25 | $66.5M | $-6.5M | ||
| Q4 24 | $119.6M | $-6.3M | ||
| Q3 24 | $143.5M | $-36.5M | ||
| Q2 24 | $133.8M | $-21.3M | ||
| Q1 24 | $77.1M | $-35.5M |
毛利率EXPSFIX
| Q4 25 | 28.9% | 43.6% | ||
| Q3 25 | 31.3% | 43.6% | ||
| Q2 25 | 29.2% | 44.2% | ||
| Q1 25 | 22.2% | 44.5% | ||
| Q4 24 | 31.9% | 45.4% | ||
| Q3 24 | 32.7% | 44.6% | ||
| Q2 24 | 30.7% | 45.5% | ||
| Q1 24 | 25.1% | 43.4% |
营业利润率EXPSFIX
| Q4 25 | — | -2.5% | ||
| Q3 25 | — | -3.6% | ||
| Q2 25 | — | -3.0% | ||
| Q1 25 | — | -2.9% | ||
| Q4 24 | 32.8% | -2.8% | ||
| Q3 24 | 34.2% | -13.1% | ||
| Q2 24 | 32.0% | -7.7% | ||
| Q1 24 | 26.9% | -11.5% |
净利率EXPSFIX
| Q4 25 | 18.5% | -1.9% | ||
| Q3 25 | 21.5% | -2.8% | ||
| Q2 25 | 19.4% | -2.3% | ||
| Q1 25 | 14.1% | -2.1% | ||
| Q4 24 | 21.4% | -2.0% | ||
| Q3 24 | 23.0% | -11.4% | ||
| Q2 24 | 22.0% | -6.6% | ||
| Q1 24 | 16.2% | -10.8% |
每股收益（稀释后）EXPSFIX
| Q4 25 | $3.22 | $-0.05 | ||
| Q3 25 | $4.23 | $-0.06 | ||
| Q2 25 | $3.76 | $-0.06 | ||
| Q1 25 | $2.01 | $-0.05 | ||
| Q4 24 | $3.56 | $-0.05 | ||
| Q3 24 | $4.26 | $-0.29 | ||
| Q2 24 | $3.94 | $-0.18 | ||
| Q1 24 | $2.23 | $-0.30 |
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 | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $204.1M |
| 总资产 | $3.8B | $530.7M |
| 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EXPSFIX
| Q4 25 | $419.0M | $244.2M | ||
| Q3 25 | $35.0M | $234.9M | ||
| Q2 25 | $59.7M | $234.2M | ||
| Q1 25 | $20.4M | $219.1M | ||
| Q4 24 | $31.2M | $253.3M | ||
| Q3 24 | $93.9M | $247.0M | ||
| Q2 24 | $46.5M | $244.5M | ||
| Q1 24 | $34.9M | $229.8M |
总债务EXPSFIX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.1B | — |
股东权益EXPSFIX
| Q4 25 | $1.5B | $204.1M | ||
| Q3 25 | $1.5B | $203.0M | ||
| Q2 25 | $1.5B | $200.4M | ||
| Q1 25 | $1.5B | $197.8M | ||
| Q4 24 | $1.5B | $190.5M | ||
| Q3 24 | $1.4B | $187.0M | ||
| Q2 24 | $1.4B | $208.9M | ||
| Q1 24 | $1.3B | $213.3M |
总资产EXPSFIX
| Q4 25 | $3.8B | $530.7M | ||
| Q3 25 | $3.4B | $480.6M | ||
| Q2 25 | $3.4B | $484.7M | ||
| Q1 25 | $3.3B | $472.6M | ||
| Q4 24 | $3.0B | $507.1M | ||
| Q3 24 | $3.1B | $486.9M | ||
| Q2 24 | $3.0B | $537.0M | ||
| Q1 24 | $2.9B | $538.3M |
负债/权益比EXPSFIX
| 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 | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $5.6M |
| 自由现金流率自由现金流/营收 | 10.9% | 1.6% |
| 资本支出强度资本支出/营收 | 19.8% | 1.6% |
| 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 | $4.9M |
8季度趋势，按日历期对齐
经营现金流EXPSFIX
| Q4 25 | $170.8M | $10.9M | ||
| Q3 25 | $204.6M | $7.0M | ||
| Q2 25 | $136.6M | $20.5M | ||
| Q1 25 | $62.8M | $-16.2M | ||
| Q4 24 | $119.9M | $14.3M | ||
| Q3 24 | $233.3M | $8.2M | ||
| Q2 24 | $132.6M | $21.7M | ||
| Q1 24 | $63.4M | $-22.3M |
自由现金流EXPSFIX
| Q4 25 | $60.8M | $5.6M | ||
| Q3 25 | $96.1M | $2.8M | ||
| Q2 25 | $60.5M | $16.0M | ||
| Q1 25 | $14.5M | $-19.4M | ||
| Q4 24 | $72.5M | $9.9M | ||
| Q3 24 | $166.8M | $4.5M | ||
| Q2 24 | $99.5M | $18.9M | ||
| Q1 24 | $30.9M | $-26.1M |
自由现金流率EXPSFIX
| Q4 25 | 10.9% | 1.6% | ||
| Q3 25 | 15.0% | 0.9% | ||
| Q2 25 | 9.5% | 4.9% | ||
| Q1 25 | 3.1% | -6.2% | ||
| Q4 24 | 13.0% | 3.1% | ||
| Q3 24 | 26.7% | 1.4% | ||
| Q2 24 | 16.3% | 5.9% | ||
| Q1 24 | 6.5% | -7.9% |
资本支出强度EXPSFIX
| Q4 25 | 19.8% | 1.6% | ||
| Q3 25 | 17.0% | 1.4% | ||
| Q2 25 | 12.0% | 1.4% | ||
| Q1 25 | 10.3% | 1.0% | ||
| Q4 24 | 8.5% | 1.4% | ||
| Q3 24 | 10.7% | 1.2% | ||
| Q2 24 | 5.4% | 0.9% | ||
| Q1 24 | 6.8% | 1.1% |
现金转化率EXPSFIX
| 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% |
SFIX
暂无分部数据
