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EAGLE MATERIALS INC（EXP）与Simpson Manufacturing Co., Inc.（SSD）财务数据对比。点击上方公司名可切换其他公司
Simpson Manufacturing Co., Inc.的季度营收约是EAGLE MATERIALS INC的1.1倍（$588.0M vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 15.0%，领先3.5%），Simpson Manufacturing Co., Inc.同比增速更快（9.1% vs -0.4%），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs -0.8%）
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。
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
EXP vs SSD — 直观对比
营收规模更大
SSD
是对方的1.1倍
$556.0M
营收增速更快
SSD
高出9.5%
-0.4%
净利率更高
EXP
高出3.5%
15.0%
两年增速更快
EXP
近两年复合增速
-0.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $588.0M |
| 净利润 | $102.9M | $88.2M |
| 毛利率 | 28.9% | 45.2% |
| 营业利润率 | — | 19.5% |
| 净利率 | 18.5% | 15.0% |
| 营收同比 | -0.4% | 9.1% |
| 净利润同比 | -13.9% | 13.3% |
| 每股收益（稀释后） | $3.22 | $2.13 |
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EXPSSD
| Q1 26 | — | $588.0M | ||
| Q4 25 | $556.0M | $539.3M | ||
| Q3 25 | $638.9M | $623.5M | ||
| Q2 25 | $634.7M | $631.1M | ||
| Q1 25 | $470.2M | $538.9M | ||
| Q4 24 | $558.0M | $517.4M | ||
| Q3 24 | $623.6M | $587.2M | ||
| Q2 24 | $608.7M | $597.0M |
净利润EXPSSD
| Q1 26 | — | $88.2M | ||
| Q4 25 | $102.9M | $56.2M | ||
| Q3 25 | $137.4M | $107.4M | ||
| Q2 25 | $123.4M | $103.5M | ||
| Q1 25 | $66.5M | $77.9M | ||
| Q4 24 | $119.6M | $55.4M | ||
| Q3 24 | $143.5M | $93.5M | ||
| Q2 24 | $133.8M | $97.8M |
毛利率EXPSSD
| Q1 26 | — | 45.2% | ||
| Q4 25 | 28.9% | 43.4% | ||
| Q3 25 | 31.3% | 46.4% | ||
| Q2 25 | 29.2% | 46.7% | ||
| Q1 25 | 22.2% | 46.8% | ||
| Q4 24 | 31.9% | 44.0% | ||
| Q3 24 | 32.7% | 46.8% | ||
| Q2 24 | 30.7% | 46.7% |
营业利润率EXPSSD
| Q1 26 | — | 19.5% | ||
| Q4 25 | — | 13.9% | ||
| Q3 25 | — | 22.6% | ||
| Q2 25 | — | 22.2% | ||
| Q1 25 | — | 19.0% | ||
| Q4 24 | 32.8% | 14.8% | ||
| Q3 24 | 34.2% | 21.3% | ||
| Q2 24 | 32.0% | 22.1% |
净利率EXPSSD
| Q1 26 | — | 15.0% | ||
| Q4 25 | 18.5% | 10.4% | ||
| Q3 25 | 21.5% | 17.2% | ||
| Q2 25 | 19.4% | 16.4% | ||
| Q1 25 | 14.1% | 14.5% | ||
| Q4 24 | 21.4% | 10.7% | ||
| Q3 24 | 23.0% | 15.9% | ||
| Q2 24 | 22.0% | 16.4% |
每股收益（稀释后）EXPSSD
| Q1 26 | — | $2.13 | ||
| Q4 25 | $3.22 | $1.34 | ||
| Q3 25 | $4.23 | $2.58 | ||
| Q2 25 | $3.76 | $2.47 | ||
| Q1 25 | $2.01 | $1.85 | ||
| Q4 24 | $3.56 | $1.31 | ||
| Q3 24 | $4.26 | $2.21 | ||
| Q2 24 | $3.94 | $2.31 |
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 | $341.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $2.1B |
| 总资产 | $3.8B | $3.0B |
| 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EXPSSD
| Q1 26 | — | $341.0M | ||
| Q4 25 | $419.0M | $384.1M | ||
| Q3 25 | $35.0M | $297.3M | ||
| Q2 25 | $59.7M | $190.4M | ||
| Q1 25 | $20.4M | $150.3M | ||
| Q4 24 | $31.2M | $239.4M | ||
| Q3 24 | $93.9M | $339.4M | ||
| Q2 24 | $46.5M | $354.9M |
总债务EXPSSD
| Q1 26 | — | — | ||
| Q4 25 | — | $300.0M | ||
| Q3 25 | — | $371.3M | ||
| Q2 25 | — | $376.9M | ||
| Q1 25 | $1.2B | $382.5M | ||
| Q4 24 | — | $388.1M | ||
| Q3 24 | — | $393.8M | ||
| Q2 24 | — | $399.4M |
股东权益EXPSSD
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.5B | $2.0B | ||
| Q3 25 | $1.5B | $2.0B | ||
| Q2 25 | $1.5B | $1.9B | ||
| Q1 25 | $1.5B | $1.9B | ||
| Q4 24 | $1.5B | $1.8B | ||
| Q3 24 | $1.4B | $1.9B | ||
| Q2 24 | $1.4B | $1.8B |
总资产EXPSSD
| Q1 26 | — | $3.0B | ||
| Q4 25 | $3.8B | $3.1B | ||
| Q3 25 | $3.4B | $3.0B | ||
| Q2 25 | $3.4B | $3.0B | ||
| Q1 25 | $3.3B | $2.8B | ||
| Q4 24 | $3.0B | $2.7B | ||
| Q3 24 | $3.1B | $2.9B | ||
| Q2 24 | $3.0B | $2.8B |
负债/权益比EXPSSD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | 0.86× | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× |
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EXPSSD
| Q1 26 | — | — | ||
| Q4 25 | $170.8M | $155.7M | ||
| Q3 25 | $204.6M | $170.2M | ||
| Q2 25 | $136.6M | $125.2M | ||
| Q1 25 | $62.8M | $7.6M | ||
| Q4 24 | $119.9M | $115.8M | ||
| Q3 24 | $233.3M | $103.3M | ||
| Q2 24 | $132.6M | $111.1M |
自由现金流EXPSSD
| Q1 26 | — | — | ||
| Q4 25 | $60.8M | $119.0M | ||
| Q3 25 | $96.1M | $133.9M | ||
| Q2 25 | $60.5M | $87.3M | ||
| Q1 25 | $14.5M | $-42.6M | ||
| Q4 24 | $72.5M | $60.3M | ||
| Q3 24 | $166.8M | $58.1M | ||
| Q2 24 | $99.5M | $70.9M |
自由现金流率EXPSSD
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | 22.1% | ||
| Q3 25 | 15.0% | 21.5% | ||
| Q2 25 | 9.5% | 13.8% | ||
| Q1 25 | 3.1% | -7.9% | ||
| Q4 24 | 13.0% | 11.7% | ||
| Q3 24 | 26.7% | 9.9% | ||
| Q2 24 | 16.3% | 11.9% |
资本支出强度EXPSSD
| Q1 26 | — | — | ||
| Q4 25 | 19.8% | 6.8% | ||
| Q3 25 | 17.0% | 5.8% | ||
| Q2 25 | 12.0% | 6.0% | ||
| Q1 25 | 10.3% | 9.3% | ||
| Q4 24 | 8.5% | 10.7% | ||
| Q3 24 | 10.7% | 7.7% | ||
| Q2 24 | 5.4% | 6.7% |
现金转化率EXPSSD
| Q1 26 | — | — | ||
| Q4 25 | 1.66× | 2.77× | ||
| Q3 25 | 1.49× | 1.58× | ||
| Q2 25 | 1.11× | 1.21× | ||
| Q1 25 | 0.94× | 0.10× | ||
| Q4 24 | 1.00× | 2.09× | ||
| Q3 24 | 1.63× | 1.10× | ||
| Q2 24 | 0.99× | 1.14× |
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% |
SSD
暂无分部数据
