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EAGLE MATERIALS INC（EXP）与SLM Corp（SLM）财务数据对比。点击上方公司名可切换其他公司
SLM Corp的季度营收约是EAGLE MATERIALS INC的1.0倍（$560.0M vs $556.0M），SLM Corp净利率更高（55.0% vs 18.5%，领先36.5%），过去两年SLM Corp的营收复合增速更高（22.7% vs 8.0%）
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。
尼康旗下SLM Solutions AG总部位于德国吕贝克，是金属3D打印机领域的上市生产商，共同拥有SLM文字商标，集团股份自2014年5月9日起在法兰克福证券交易所高级市场板块挂牌交易。
EXP vs SLM — 直观对比
营收规模更大
SLM
是对方的1.0倍
$556.0M
净利率更高
SLM
高出36.5%
18.5%
两年增速更快
SLM
近两年复合增速
8.0%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $560.0M |
| 净利润 | $102.9M | $308.0M |
| 毛利率 | 28.9% | — |
| 营业利润率 | — | 69.6% |
| 净利率 | 18.5% | 55.0% |
| 营收同比 | -0.4% | — |
| 净利润同比 | -13.9% | 1.0% |
| 每股收益（稀释后） | $3.22 | $1.54 |
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EXPSLM
| Q1 26 | — | $560.0M | ||
| Q4 25 | $556.0M | $377.1M | ||
| Q3 25 | $638.9M | $373.0M | ||
| Q2 25 | $634.7M | $376.8M | ||
| Q1 25 | $470.2M | $375.0M | ||
| Q4 24 | $558.0M | $362.2M | ||
| Q3 24 | $623.6M | $359.4M | ||
| Q2 24 | $608.7M | $372.2M |
净利润EXPSLM
| Q1 26 | — | $308.0M | ||
| Q4 25 | $102.9M | $233.2M | ||
| Q3 25 | $137.4M | $135.8M | ||
| Q2 25 | $123.4M | $71.3M | ||
| Q1 25 | $66.5M | $304.5M | ||
| Q4 24 | $119.6M | $111.6M | ||
| Q3 24 | $143.5M | $-45.2M | ||
| Q2 24 | $133.8M | $252.0M |
毛利率EXPSLM
| Q1 26 | — | — | ||
| Q4 25 | 28.9% | — | ||
| Q3 25 | 31.3% | — | ||
| Q2 25 | 29.2% | — | ||
| Q1 25 | 22.2% | — | ||
| Q4 24 | 31.9% | — | ||
| Q3 24 | 32.7% | — | ||
| Q2 24 | 30.7% | — |
营业利润率EXPSLM
| Q1 26 | — | 69.6% | ||
| Q4 25 | — | 83.8% | ||
| Q3 25 | — | 49.8% | ||
| Q2 25 | — | 23.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | 32.8% | 36.5% | ||
| Q3 24 | 34.2% | -16.6% | ||
| Q2 24 | 32.0% | 91.0% |
净利率EXPSLM
| Q1 26 | — | 55.0% | ||
| Q4 25 | 18.5% | 61.8% | ||
| Q3 25 | 21.5% | 36.4% | ||
| Q2 25 | 19.4% | 18.9% | ||
| Q1 25 | 14.1% | 81.2% | ||
| Q4 24 | 21.4% | 30.8% | ||
| Q3 24 | 23.0% | -12.6% | ||
| Q2 24 | 22.0% | 67.7% |
每股收益（稀释后）EXPSLM
| Q1 26 | — | $1.54 | ||
| Q4 25 | $3.22 | $1.11 | ||
| Q3 25 | $4.23 | $0.63 | ||
| Q2 25 | $3.76 | $0.32 | ||
| Q1 25 | $2.01 | $1.40 | ||
| Q4 24 | $3.56 | $0.53 | ||
| Q3 24 | $4.26 | $-0.23 | ||
| Q2 24 | $3.94 | $1.11 |
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 | $5.2B |
| 总债务越低越好 | — | $6.2B |
| 股东权益账面价值 | $1.5B | $2.4B |
| 总资产 | $3.8B | $29.4B |
| 负债/权益比越低杠杆越低 | — | 2.53× |
8季度趋势，按日历期对齐
现金及短期投资EXPSLM
| Q1 26 | — | $5.2B | ||
| Q4 25 | $419.0M | $4.2B | ||
| Q3 25 | $35.0M | $3.5B | ||
| Q2 25 | $59.7M | $4.1B | ||
| Q1 25 | $20.4M | $3.7B | ||
| Q4 24 | $31.2M | $4.7B | ||
| Q3 24 | $93.9M | $4.5B | ||
| Q2 24 | $46.5M | $5.3B |
总债务EXPSLM
| Q1 26 | — | $6.2B | ||
| Q4 25 | — | $5.4B | ||
| Q3 25 | — | $6.8B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | $1.2B | $6.1B | ||
| Q4 24 | — | $6.4B | ||
| Q3 24 | — | $6.0B | ||
| Q2 24 | — | $5.4B |
股东权益EXPSLM
| Q1 26 | — | $2.4B | ||
| Q4 25 | $1.5B | $2.5B | ||
| Q3 25 | $1.5B | $2.3B | ||
| Q2 25 | $1.5B | $2.4B | ||
| Q1 25 | $1.5B | $2.4B | ||
| Q4 24 | $1.5B | $2.2B | ||
| Q3 24 | $1.4B | $2.1B | ||
| Q2 24 | $1.4B | $2.3B |
总资产EXPSLM
| Q1 26 | — | $29.4B | ||
| Q4 25 | $3.8B | $29.7B | ||
| Q3 25 | $3.4B | $29.6B | ||
| Q2 25 | $3.4B | $29.6B | ||
| Q1 25 | $3.3B | $28.9B | ||
| Q4 24 | $3.0B | $30.1B | ||
| Q3 24 | $3.1B | $30.0B | ||
| Q2 24 | $3.0B | $28.8B |
负债/权益比EXPSLM
| Q1 26 | — | 2.53× | ||
| Q4 25 | — | 2.19× | ||
| Q3 25 | — | 2.92× | ||
| Q2 25 | — | 2.70× | ||
| Q1 25 | 0.86× | 2.56× | ||
| Q4 24 | — | 2.98× | ||
| Q3 24 | — | 2.83× | ||
| Q2 24 | — | 2.37× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $60.8M | — |
| 自由现金流率自由现金流/营收 | 10.9% | — |
| 资本支出强度资本支出/营收 | 19.8% | — |
| 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EXPSLM
| Q1 26 | — | — | ||
| Q4 25 | $170.8M | $-64.5M | ||
| Q3 25 | $204.6M | $-49.3M | ||
| Q2 25 | $136.6M | $-138.7M | ||
| Q1 25 | $62.8M | $-146.1M | ||
| Q4 24 | $119.9M | $4.5M | ||
| Q3 24 | $233.3M | $-113.4M | ||
| Q2 24 | $132.6M | $-143.8M |
自由现金流EXPSLM
| Q1 26 | — | — | ||
| Q4 25 | $60.8M | — | ||
| Q3 25 | $96.1M | — | ||
| Q2 25 | $60.5M | — | ||
| Q1 25 | $14.5M | — | ||
| Q4 24 | $72.5M | — | ||
| Q3 24 | $166.8M | — | ||
| Q2 24 | $99.5M | — |
自由现金流率EXPSLM
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | — | ||
| Q3 25 | 15.0% | — | ||
| Q2 25 | 9.5% | — | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | 13.0% | — | ||
| Q3 24 | 26.7% | — | ||
| Q2 24 | 16.3% | — |
资本支出强度EXPSLM
| Q1 26 | — | — | ||
| Q4 25 | 19.8% | — | ||
| Q3 25 | 17.0% | — | ||
| Q2 25 | 12.0% | — | ||
| Q1 25 | 10.3% | — | ||
| Q4 24 | 8.5% | — | ||
| Q3 24 | 10.7% | — | ||
| Q2 24 | 5.4% | — |
现金转化率EXPSLM
| Q1 26 | — | — | ||
| Q4 25 | 1.66× | -0.28× | ||
| Q3 25 | 1.49× | -0.36× | ||
| Q2 25 | 1.11× | -1.95× | ||
| Q1 25 | 0.94× | -0.48× | ||
| Q4 24 | 1.00× | 0.04× | ||
| Q3 24 | 1.63× | — | ||
| Q2 24 | 0.99× | -0.57× |
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% |
SLM
| Net Interest Income | $375.0M | 67% |
| Noninterest Income | $185.0M | 33% |
