vs
EAGLE MATERIALS INC（EXP）与SM Energy Co（SM）财务数据对比。点击上方公司名可切换其他公司
SM Energy Co的季度营收约是EAGLE MATERIALS INC的1.3倍（$704.9M vs $556.0M），EAGLE MATERIALS INC同比增速更快（-0.4% vs -17.3%），过去两年SM Energy Co的营收复合增速更高（12.2% 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。
SM能源公司是一家专注于油气勘探开发的能源企业，注册地位于美国特拉华州，总部设立在科罗拉多州丹佛市，业务围绕 hydrocarbon 资源的勘探布局，在能源勘探领域拥有成熟的运营经验。
EXP vs SM — 直观对比
营收规模更大
SM
是对方的1.3倍
$556.0M
营收增速更快
EXP
高出16.9%
-17.3%
两年增速更快
SM
近两年复合增速
8.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $704.9M |
| 净利润 | $102.9M | — |
| 毛利率 | 28.9% | — |
| 营业利润率 | — | 25.9% |
| 净利率 | 18.5% | — |
| 营收同比 | -0.4% | -17.3% |
| 净利润同比 | -13.9% | — |
| 每股收益（稀释后） | $3.22 | $0.94 |
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EXPSM
| Q4 25 | $556.0M | $704.9M | ||
| Q3 25 | $638.9M | $811.6M | ||
| Q2 25 | $634.7M | $792.9M | ||
| Q1 25 | $470.2M | $844.5M | ||
| Q4 24 | $558.0M | $852.0M | ||
| Q3 24 | $623.6M | $643.6M | ||
| Q2 24 | $608.7M | $634.6M | ||
| Q1 24 | $476.7M | $559.9M |
净利润EXPSM
| Q4 25 | $102.9M | — | ||
| Q3 25 | $137.4M | $155.1M | ||
| Q2 25 | $123.4M | $201.7M | ||
| Q1 25 | $66.5M | $182.3M | ||
| Q4 24 | $119.6M | — | ||
| Q3 24 | $143.5M | $240.5M | ||
| Q2 24 | $133.8M | $210.3M | ||
| Q1 24 | $77.1M | $131.2M |
毛利率EXPSM
| 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% | — | ||
| Q1 24 | 25.1% | — |
营业利润率EXPSM
| Q4 25 | — | 25.9% | ||
| Q3 25 | — | 30.4% | ||
| Q2 25 | — | 37.2% | ||
| Q1 25 | — | 32.7% | ||
| Q4 24 | 32.8% | 33.7% | ||
| Q3 24 | 34.2% | 51.4% | ||
| Q2 24 | 32.0% | 44.0% | ||
| Q1 24 | 26.9% | 31.9% |
净利率EXPSM
| Q4 25 | 18.5% | — | ||
| Q3 25 | 21.5% | 19.1% | ||
| Q2 25 | 19.4% | 25.4% | ||
| Q1 25 | 14.1% | 21.6% | ||
| Q4 24 | 21.4% | — | ||
| Q3 24 | 23.0% | 37.4% | ||
| Q2 24 | 22.0% | 33.1% | ||
| Q1 24 | 16.2% | 23.4% |
每股收益（稀释后）EXPSM
| Q4 25 | $3.22 | $0.94 | ||
| Q3 25 | $4.23 | $1.35 | ||
| Q2 25 | $3.76 | $1.76 | ||
| Q1 25 | $2.01 | $1.59 | ||
| Q4 24 | $3.56 | $1.63 | ||
| Q3 24 | $4.26 | $2.09 | ||
| Q2 24 | $3.94 | $1.82 | ||
| Q1 24 | $2.23 | $1.13 |
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 | $368.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $4.8B |
| 总资产 | $3.8B | $9.3B |
| 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EXPSM
| Q4 25 | $419.0M | $368.0M | ||
| Q3 25 | $35.0M | $162.3M | ||
| Q2 25 | $59.7M | $101.9M | ||
| Q1 25 | $20.4M | $54.0K | ||
| Q4 24 | $31.2M | — | ||
| Q3 24 | $93.9M | $1.7B | ||
| Q2 24 | $46.5M | $487.9M | ||
| Q1 24 | $34.9M | $506.3M |
总债务EXPSM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.1B | — |
股东权益EXPSM
| Q4 25 | $1.5B | $4.8B | ||
| Q3 25 | $1.5B | $4.7B | ||
| Q2 25 | $1.5B | $4.6B | ||
| Q1 25 | $1.5B | $4.4B | ||
| Q4 24 | $1.5B | $4.2B | ||
| Q3 24 | $1.4B | $4.1B | ||
| Q2 24 | $1.4B | $3.8B | ||
| Q1 24 | $1.3B | $3.7B |
总资产EXPSM
| Q4 25 | $3.8B | $9.3B | ||
| Q3 25 | $3.4B | $9.1B | ||
| Q2 25 | $3.4B | $9.0B | ||
| Q1 25 | $3.3B | $8.8B | ||
| Q4 24 | $3.0B | $8.6B | ||
| Q3 24 | $3.1B | $8.0B | ||
| Q2 24 | $3.0B | $6.7B | ||
| Q1 24 | $2.9B | $6.4B |
负债/权益比EXPSM
| 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 | $451.9M |
| 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EXPSM
| Q4 25 | $170.8M | $451.9M | ||
| Q3 25 | $204.6M | $505.0M | ||
| Q2 25 | $136.6M | $571.1M | ||
| Q1 25 | $62.8M | $483.0M | ||
| Q4 24 | $119.9M | $578.4M | ||
| Q3 24 | $233.3M | $452.3M | ||
| Q2 24 | $132.6M | $476.4M | ||
| Q1 24 | $63.4M | $276.0M |
自由现金流EXPSM
| 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 | — | ||
| Q1 24 | $30.9M | — |
自由现金流率EXPSM
| 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% | — | ||
| Q1 24 | 6.5% | — |
资本支出强度EXPSM
| 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% | — | ||
| Q1 24 | 6.8% | — |
现金转化率EXPSM
| Q4 25 | 1.66× | — | ||
| Q3 25 | 1.49× | 3.26× | ||
| Q2 25 | 1.11× | 2.83× | ||
| Q1 25 | 0.94× | 2.65× | ||
| Q4 24 | 1.00× | — | ||
| Q3 24 | 1.63× | 1.88× | ||
| Q2 24 | 0.99× | 2.27× | ||
| Q1 24 | 0.82× | 2.10× |
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% |
SM
暂无分部数据
