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EAGLE MATERIALS INC（EXP）与全食超市（SMPL）财务数据对比。点击上方公司名可切换其他公司
EAGLE MATERIALS INC的季度营收约是全食超市的1.6倍（$556.0M vs $340.2M），EAGLE MATERIALS INC净利率更高（18.5% vs 7.4%，领先11.1%），全食超市同比增速更快（-0.3% vs -0.4%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $48.0M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs 3.0%）
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。
全食超市是总部位于美国得克萨斯州奥斯汀的跨国连锁超市，现为亚马逊全资旗下品牌。门店主打无氢化脂肪、人工色素、人工香精、防腐剂的天然食品，是美国农业部认证的有机食品零售商，以丰富的有机商品选择深受消费者欢迎。
EXP vs SMPL — 直观对比
营收规模更大
EXP
是对方的1.6倍
$340.2M
营收增速更快
SMPL
高出0.1%
-0.4%
净利率更高
EXP
高出11.1%
7.4%
自由现金流更多
EXP
多$12.8M
$48.0M
两年增速更快
EXP
近两年复合增速
3.0%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $340.2M |
| 净利润 | $102.9M | $25.3M |
| 毛利率 | 28.9% | 32.3% |
| 营业利润率 | — | 11.0% |
| 净利率 | 18.5% | 7.4% |
| 营收同比 | -0.4% | -0.3% |
| 净利润同比 | -13.9% | -33.7% |
| 每股收益（稀释后） | $3.22 | $0.26 |
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EXPSMPL
| Q4 25 | $556.0M | $340.2M | ||
| Q3 25 | $638.9M | — | ||
| Q2 25 | $634.7M | $381.0M | ||
| Q1 25 | $470.2M | — | ||
| Q4 24 | $558.0M | $341.3M | ||
| Q3 24 | $623.6M | $375.7M | ||
| Q2 24 | $608.7M | $334.8M | ||
| Q1 24 | $476.7M | $312.2M |
净利润EXPSMPL
| Q4 25 | $102.9M | $25.3M | ||
| Q3 25 | $137.4M | — | ||
| Q2 25 | $123.4M | $41.1M | ||
| Q1 25 | $66.5M | — | ||
| Q4 24 | $119.6M | $38.1M | ||
| Q3 24 | $143.5M | $29.3M | ||
| Q2 24 | $133.8M | $41.3M | ||
| Q1 24 | $77.1M | $33.1M |
毛利率EXPSMPL
| Q4 25 | 28.9% | 32.3% | ||
| Q3 25 | 31.3% | — | ||
| Q2 25 | 29.2% | 36.4% | ||
| Q1 25 | 22.2% | — | ||
| Q4 24 | 31.9% | 38.2% | ||
| Q3 24 | 32.7% | 38.8% | ||
| Q2 24 | 30.7% | 39.9% | ||
| Q1 24 | 25.1% | 37.4% |
营业利润率EXPSMPL
| Q4 25 | — | 11.0% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 15.6% | ||
| Q1 25 | — | — | ||
| Q4 24 | 32.8% | 16.0% | ||
| Q3 24 | 34.2% | 12.7% | ||
| Q2 24 | 32.0% | 17.6% | ||
| Q1 24 | 26.9% | 15.4% |
净利率EXPSMPL
| Q4 25 | 18.5% | 7.4% | ||
| Q3 25 | 21.5% | — | ||
| Q2 25 | 19.4% | 10.8% | ||
| Q1 25 | 14.1% | — | ||
| Q4 24 | 21.4% | 11.2% | ||
| Q3 24 | 23.0% | 7.8% | ||
| Q2 24 | 22.0% | 12.3% | ||
| Q1 24 | 16.2% | 10.6% |
每股收益（稀释后）EXPSMPL
| Q4 25 | $3.22 | $0.26 | ||
| Q3 25 | $4.23 | — | ||
| Q2 25 | $3.76 | $0.40 | ||
| Q1 25 | $2.01 | — | ||
| Q4 24 | $3.56 | $0.38 | ||
| Q3 24 | $4.26 | $0.29 | ||
| Q2 24 | $3.94 | $0.41 | ||
| Q1 24 | $2.23 | $0.33 |
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 | $194.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $1.7B |
| 总资产 | $3.8B | $2.5B |
| 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EXPSMPL
| Q4 25 | $419.0M | $194.1M | ||
| Q3 25 | $35.0M | — | ||
| Q2 25 | $59.7M | $98.0M | ||
| Q1 25 | $20.4M | — | ||
| Q4 24 | $31.2M | $121.8M | ||
| Q3 24 | $93.9M | $132.5M | ||
| Q2 24 | $46.5M | $208.7M | ||
| Q1 24 | $34.9M | $135.9M |
总债务EXPSMPL
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $397.5M | ||
| Q2 24 | — | $237.7M | ||
| Q1 24 | $1.1B | $237.7M |
股东权益EXPSMPL
| Q4 25 | $1.5B | $1.7B | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | $1.8B | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | $1.8B | ||
| Q3 24 | $1.4B | $1.7B | ||
| Q2 24 | $1.4B | $1.7B | ||
| Q1 24 | $1.3B | $1.6B |
总资产EXPSMPL
| Q4 25 | $3.8B | $2.5B | ||
| Q3 25 | $3.4B | — | ||
| Q2 25 | $3.4B | $2.4B | ||
| Q1 25 | $3.3B | — | ||
| Q4 24 | $3.0B | $2.4B | ||
| Q3 24 | $3.1B | $2.4B | ||
| Q2 24 | $3.0B | $2.2B | ||
| Q1 24 | $2.9B | $2.1B |
负债/权益比EXPSMPL
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | 0.84× | 0.14× |
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 | $50.1M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $48.0M |
| 自由现金流率自由现金流/营收 | 10.9% | 14.1% |
| 资本支出强度资本支出/营收 | 19.8% | 0.6% |
| 现金转化率经营现金流/净利润 | 1.66× | 1.98× |
| 过去12个月自由现金流最近4个季度 | $231.8M | $223.6M |
8季度趋势，按日历期对齐
经营现金流EXPSMPL
| Q4 25 | $170.8M | $50.1M | ||
| Q3 25 | $204.6M | — | ||
| Q2 25 | $136.6M | $101.1M | ||
| Q1 25 | $62.8M | — | ||
| Q4 24 | $119.9M | $32.0M | ||
| Q3 24 | $233.3M | $48.9M | ||
| Q2 24 | $132.6M | $72.8M | ||
| Q1 24 | $63.4M | $46.5M |
自由现金流EXPSMPL
| Q4 25 | $60.8M | $48.0M | ||
| Q3 25 | $96.1M | — | ||
| Q2 25 | $60.5M | $98.9M | ||
| Q1 25 | $14.5M | — | ||
| Q4 24 | $72.5M | $31.7M | ||
| Q3 24 | $166.8M | $45.0M | ||
| Q2 24 | $99.5M | $72.0M | ||
| Q1 24 | $30.9M | $46.1M |
自由现金流率EXPSMPL
| Q4 25 | 10.9% | 14.1% | ||
| Q3 25 | 15.0% | — | ||
| Q2 25 | 9.5% | 25.9% | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | 13.0% | 9.3% | ||
| Q3 24 | 26.7% | 12.0% | ||
| Q2 24 | 16.3% | 21.5% | ||
| Q1 24 | 6.5% | 14.8% |
资本支出强度EXPSMPL
| Q4 25 | 19.8% | 0.6% | ||
| Q3 25 | 17.0% | — | ||
| Q2 25 | 12.0% | 0.6% | ||
| Q1 25 | 10.3% | — | ||
| Q4 24 | 8.5% | 0.1% | ||
| Q3 24 | 10.7% | 1.0% | ||
| Q2 24 | 5.4% | 0.2% | ||
| Q1 24 | 6.8% | 0.1% |
现金转化率EXPSMPL
| Q4 25 | 1.66× | 1.98× | ||
| Q3 25 | 1.49× | — | ||
| Q2 25 | 1.11× | 2.46× | ||
| Q1 25 | 0.94× | — | ||
| Q4 24 | 1.00× | 0.84× | ||
| Q3 24 | 1.63× | 1.67× | ||
| Q2 24 | 0.99× | 1.76× | ||
| Q1 24 | 0.82× | 1.40× |
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% |
SMPL
| Quest | $211.4M | 62% |
| Atkins Domain | $79.7M | 23% |
| OWYN | $28.1M | 8% |
| Other | $20.9M | 6% |
