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EAGLE MATERIALS INC(EXP)与SPORTSMAN'S WAREHOUSE HOLDINGS, INC.(SPWH)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SPORTSMAN'S WAREHOUSE HOLDINGS, INC.的1.7倍($556.0M vs $331.3M),EAGLE MATERIALS INC净利率更高(18.5% vs 0.0%,领先18.5%),SPORTSMAN'S WAREHOUSE HOLDINGS, INC.同比增速更快(2.2% vs -0.4%),EAGLE MATERIALS INC自由现金流更多($60.8M vs $8.7M),过去两年EAGLE MATERIALS INC的营收复合增速更高(8.0% vs -5.4%)

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。

运动员仓库控股(Sportsman's Warehouse)是美国户外体育用品零售商,门店遍布全美29个州,主要面向狩猎、射击、露营、垂钓等各类户外休闲运动爱好者,销售户外服饰、鞋履及专业运动装备。

EXP vs SPWH — 直观对比

营收规模更大
EXP
EXP
是对方的1.7倍
EXP
$556.0M
$331.3M
SPWH
营收增速更快
SPWH
SPWH
高出2.5%
SPWH
2.2%
-0.4%
EXP
净利率更高
EXP
EXP
高出18.5%
EXP
18.5%
0.0%
SPWH
自由现金流更多
EXP
EXP
多$52.0M
EXP
$60.8M
$8.7M
SPWH
两年增速更快
EXP
EXP
近两年复合增速
EXP
8.0%
-5.4%
SPWH

损益表 — Q3 FY2026 vs Q3 FY2026

指标
EXP
EXP
SPWH
SPWH
营收
$556.0M
$331.3M
净利润
$102.9M
$8.0K
毛利率
28.9%
32.8%
营业利润率
1.3%
净利率
18.5%
0.0%
营收同比
-0.4%
2.2%
净利润同比
-13.9%
-97.8%
每股收益(稀释后)
$3.22
$0.00

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
EXP
EXP
SPWH
SPWH
Q4 25
$556.0M
$331.3M
Q3 25
$638.9M
$293.9M
Q2 25
$634.7M
$249.1M
Q1 25
$470.2M
$340.4M
Q4 24
$558.0M
$324.3M
Q3 24
$623.6M
$288.7M
Q2 24
$608.7M
$244.2M
Q1 24
$476.7M
$370.4M
净利润
EXP
EXP
SPWH
SPWH
Q4 25
$102.9M
$8.0K
Q3 25
$137.4M
$-7.1M
Q2 25
$123.4M
$-21.3M
Q1 25
$66.5M
$-8.7M
Q4 24
$119.6M
$-364.0K
Q3 24
$143.5M
$-5.9M
Q2 24
$133.8M
$-18.1M
Q1 24
$77.1M
$-8.7M
毛利率
EXP
EXP
SPWH
SPWH
Q4 25
28.9%
32.8%
Q3 25
31.3%
32.0%
Q2 25
29.2%
30.4%
Q1 25
22.2%
30.4%
Q4 24
31.9%
31.8%
Q3 24
32.7%
31.2%
Q2 24
30.7%
30.2%
Q1 24
25.1%
26.8%
营业利润率
EXP
EXP
SPWH
SPWH
Q4 25
1.3%
Q3 25
-1.1%
Q2 25
-7.9%
Q1 25
1.1%
Q4 24
32.8%
1.0%
Q3 24
34.2%
-1.5%
Q2 24
32.0%
-8.4%
Q1 24
26.9%
-2.1%
净利率
EXP
EXP
SPWH
SPWH
Q4 25
18.5%
0.0%
Q3 25
21.5%
-2.4%
Q2 25
19.4%
-8.5%
Q1 25
14.1%
-2.6%
Q4 24
21.4%
-0.1%
Q3 24
23.0%
-2.0%
Q2 24
22.0%
-7.4%
Q1 24
16.2%
-2.4%
每股收益(稀释后)
EXP
EXP
SPWH
SPWH
Q4 25
$3.22
$0.00
Q3 25
$4.23
$-0.18
Q2 25
$3.76
$-0.56
Q1 25
$2.01
$-0.22
Q4 24
$3.56
$-0.01
Q3 24
$4.26
$-0.16
Q2 24
$3.94
$-0.48
Q1 24
$2.23
$-0.22

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
EXP
EXP
SPWH
SPWH
现金及短期投资手头流动性
$419.0M
$2.2M
总债务越低越好
$44.0M
股东权益账面价值
$1.5B
$209.5M
总资产
$3.8B
$913.9M
负债/权益比越低杠杆越低
0.21×

8季度趋势,按日历期对齐

现金及短期投资
EXP
EXP
SPWH
SPWH
Q4 25
$419.0M
$2.2M
Q3 25
$35.0M
$1.8M
Q2 25
$59.7M
$3.6M
Q1 25
$20.4M
$2.8M
Q4 24
$31.2M
$2.7M
Q3 24
$93.9M
$2.6M
Q2 24
$46.5M
$2.2M
Q1 24
$34.9M
$3.1M
总债务
EXP
EXP
SPWH
SPWH
Q4 25
$44.0M
Q3 25
$43.9M
Q2 25
$24.1M
Q1 25
$1.2B
$24.1M
Q4 24
$24.0M
Q3 24
$24.0M
Q2 24
Q1 24
$1.1B
股东权益
EXP
EXP
SPWH
SPWH
Q4 25
$1.5B
$209.5M
Q3 25
$1.5B
$208.9M
Q2 25
$1.5B
$215.1M
Q1 25
$1.5B
$235.7M
Q4 24
$1.5B
$243.6M
Q3 24
$1.4B
$243.0M
Q2 24
$1.4B
$247.5M
Q1 24
$1.3B
$264.6M
总资产
EXP
EXP
SPWH
SPWH
Q4 25
$3.8B
$913.9M
Q3 25
$3.4B
$948.9M
Q2 25
$3.4B
$929.7M
Q1 25
$3.3B
$852.1M
Q4 24
$3.0B
$967.7M
Q3 24
$3.1B
$901.9M
Q2 24
$3.0B
$930.4M
Q1 24
$2.9B
$886.2M
负债/权益比
EXP
EXP
SPWH
SPWH
Q4 25
0.21×
Q3 25
0.21×
Q2 25
0.11×
Q1 25
0.86×
0.10×
Q4 24
0.10×
Q3 24
0.10×
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
EXP
EXP
SPWH
SPWH
经营现金流最新季度
$170.8M
$16.3M
自由现金流经营现金流 - 资本支出
$60.8M
$8.7M
自由现金流率自由现金流/营收
10.9%
2.6%
资本支出强度资本支出/营收
19.8%
2.3%
现金转化率经营现金流/净利润
1.66×
2038.00×
过去12个月自由现金流最近4个季度
$231.8M
$-39.7M

8季度趋势,按日历期对齐

经营现金流
EXP
EXP
SPWH
SPWH
Q4 25
$170.8M
$16.3M
Q3 25
$204.6M
$-26.6M
Q2 25
$136.6M
$-60.2M
Q1 25
$62.8M
$52.8M
Q4 24
$119.9M
$-2.5M
Q3 24
$233.3M
$18.5M
Q2 24
$132.6M
$-34.6M
Q1 24
$63.4M
$68.9M
自由现金流
EXP
EXP
SPWH
SPWH
Q4 25
$60.8M
$8.7M
Q3 25
$96.1M
$-33.9M
Q2 25
$60.5M
$-64.0M
Q1 25
$14.5M
$49.6M
Q4 24
$72.5M
$-6.2M
Q3 24
$166.8M
$14.1M
Q2 24
$99.5M
$-38.0M
Q1 24
$30.9M
$60.2M
自由现金流率
EXP
EXP
SPWH
SPWH
Q4 25
10.9%
2.6%
Q3 25
15.0%
-11.5%
Q2 25
9.5%
-25.7%
Q1 25
3.1%
14.6%
Q4 24
13.0%
-1.9%
Q3 24
26.7%
4.9%
Q2 24
16.3%
-15.5%
Q1 24
6.5%
16.2%
资本支出强度
EXP
EXP
SPWH
SPWH
Q4 25
19.8%
2.3%
Q3 25
17.0%
2.5%
Q2 25
12.0%
1.5%
Q1 25
10.3%
1.0%
Q4 24
8.5%
1.1%
Q3 24
10.7%
1.5%
Q2 24
5.4%
1.4%
Q1 24
6.8%
2.4%
现金转化率
EXP
EXP
SPWH
SPWH
Q4 25
1.66×
2038.00×
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
EXP

External Customers$283.5M51%
Gypsum Wallboard$175.9M32%
Recycled Paperboard$47.8M9%
Corporate Joint Venture$29.4M5%
Other$11.8M2%
Western Pennsylvania Acquisition$7.6M1%

SPWH
SPWH

暂无分部数据

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