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EAGLE MATERIALS INC（EXP）与SSR MINING INC.（SSRM）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SSR MINING INC.的1.1倍（$556.0M vs $521.7M），SSR MINING INC.净利率更高（34.8% vs 18.5%，领先16.3%），SSR MINING INC.同比增速更快（61.4% vs -0.4%），SSR MINING INC.自由现金流更多（$106.4M vs $60.8M），过去两年SSR MINING INC.的营收复合增速更高（50.5% 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。
SSR Mining Inc.（前身为白银标准资源公司）总部位于美国科罗拉多州丹佛，主营金、银、铜、铅、锌矿产开采，拥有阿根廷最大的银矿，同时在美洲全境及土耳其开展矿产勘探业务。2020年与阿拉瑟黄金合并后迁至丹佛，现任总裁兼首席执行官为罗德尼·P·安塔尔。
EXP vs SSRM — 直观对比
营收规模更大
EXP
是对方的1.1倍
$521.7M
营收增速更快
SSRM
高出61.8%
-0.4%
净利率更高
SSRM
高出16.3%
18.5%
自由现金流更多
SSRM
多$45.6M
$60.8M
两年增速更快
SSRM
近两年复合增速
8.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $521.7M |
| 净利润 | $102.9M | $181.5M |
| 毛利率 | 28.9% | — |
| 营业利润率 | — | 38.8% |
| 净利率 | 18.5% | 34.8% |
| 营收同比 | -0.4% | 61.4% |
| 净利润同比 | -13.9% | 3166.6% |
| 每股收益（稀释后） | $3.22 | $0.84 |
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EXPSSRM
| Q4 25 | $556.0M | $521.7M | ||
| Q3 25 | $638.9M | $385.8M | ||
| Q2 25 | $634.7M | $405.5M | ||
| Q1 25 | $470.2M | $316.6M | ||
| Q4 24 | $558.0M | $323.2M | ||
| Q3 24 | $623.6M | $257.4M | ||
| Q2 24 | $608.7M | $184.8M | ||
| Q1 24 | $476.7M | $230.2M |
净利润EXPSSRM
| Q4 25 | $102.9M | $181.5M | ||
| Q3 25 | $137.4M | $65.4M | ||
| Q2 25 | $123.4M | $90.1M | ||
| Q1 25 | $66.5M | $58.8M | ||
| Q4 24 | $119.6M | $5.6M | ||
| Q3 24 | $143.5M | $10.6M | ||
| Q2 24 | $133.8M | $9.7M | ||
| Q1 24 | $77.1M | $-287.1M |
毛利率EXPSSRM
| 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EXPSSRM
| Q4 25 | — | 38.8% | ||
| Q3 25 | — | 21.6% | ||
| Q2 25 | — | 26.9% | ||
| Q1 25 | — | 21.1% | ||
| Q4 24 | 32.8% | 10.6% | ||
| Q3 24 | 34.2% | 3.5% | ||
| Q2 24 | 32.0% | 5.8% | ||
| Q1 24 | 26.9% | -163.5% |
净利率EXPSSRM
| Q4 25 | 18.5% | 34.8% | ||
| Q3 25 | 21.5% | 17.0% | ||
| Q2 25 | 19.4% | 22.2% | ||
| Q1 25 | 14.1% | 18.6% | ||
| Q4 24 | 21.4% | 1.7% | ||
| Q3 24 | 23.0% | 4.1% | ||
| Q2 24 | 22.0% | 5.2% | ||
| Q1 24 | 16.2% | -124.7% |
每股收益（稀释后）EXPSSRM
| Q4 25 | $3.22 | $0.84 | ||
| Q3 25 | $4.23 | $0.31 | ||
| Q2 25 | $3.76 | $0.42 | ||
| Q1 25 | $2.01 | $0.28 | ||
| Q4 24 | $3.56 | $0.03 | ||
| Q3 24 | $4.26 | $0.05 | ||
| Q2 24 | $3.94 | $0.05 | ||
| Q1 24 | $2.23 | $-1.42 |
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 | $575.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $3.5B |
| 总资产 | $3.8B | $6.1B |
| 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EXPSSRM
| Q4 25 | $419.0M | $575.6M | ||
| Q3 25 | $35.0M | $445.4M | ||
| Q2 25 | $59.7M | $438.5M | ||
| Q1 25 | $20.4M | $341.3M | ||
| Q4 24 | $31.2M | $417.3M | ||
| Q3 24 | $93.9M | $365.8M | ||
| Q2 24 | $46.5M | $384.4M | ||
| Q1 24 | $34.9M | $492.0M |
总债务EXPSSRM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | $228.6M | ||
| Q3 24 | — | $228.3M | ||
| Q2 24 | — | $228.0M | ||
| Q1 24 | $1.1B | $228.7M |
股东权益EXPSSRM
| Q4 25 | $1.5B | $3.5B | ||
| Q3 25 | $1.5B | $3.3B | ||
| Q2 25 | $1.5B | $3.3B | ||
| Q1 25 | $1.5B | $3.2B | ||
| Q4 24 | $1.5B | $3.1B | ||
| Q3 24 | $1.4B | $3.1B | ||
| Q2 24 | $1.4B | $3.1B | ||
| Q1 24 | $1.3B | $3.1B |
总资产EXPSSRM
| Q4 25 | $3.8B | $6.1B | ||
| Q3 25 | $3.4B | $5.9B | ||
| Q2 25 | $3.4B | $5.8B | ||
| Q1 25 | $3.3B | $5.6B | ||
| Q4 24 | $3.0B | $5.2B | ||
| Q3 24 | $3.1B | $5.1B | ||
| Q2 24 | $3.0B | $5.2B | ||
| Q1 24 | $2.9B | $5.3B |
负债/权益比EXPSSRM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | — | 0.07× | ||
| Q3 24 | — | 0.07× | ||
| Q2 24 | — | 0.07× | ||
| Q1 24 | 0.84× | 0.07× |
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 | $172.1M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $106.4M |
| 自由现金流率自由现金流/营收 | 10.9% | 20.4% |
| 资本支出强度资本支出/营收 | 19.8% | 12.6% |
| 现金转化率经营现金流/净利润 | 1.66× | 0.95× |
| 过去12个月自由现金流最近4个季度 | $231.8M | $241.6M |
8季度趋势，按日历期对齐
经营现金流EXPSSRM
| Q4 25 | $170.8M | $172.1M | ||
| Q3 25 | $204.6M | $57.2M | ||
| Q2 25 | $136.6M | $157.8M | ||
| Q1 25 | $62.8M | $84.8M | ||
| Q4 24 | $119.9M | $95.0M | ||
| Q3 24 | $233.3M | $-1.3M | ||
| Q2 24 | $132.6M | $-78.1M | ||
| Q1 24 | $63.4M | $24.6M |
自由现金流EXPSSRM
| Q4 25 | $60.8M | $106.4M | ||
| Q3 25 | $96.1M | $-2.4M | ||
| Q2 25 | $60.5M | $98.4M | ||
| Q1 25 | $14.5M | $39.3M | ||
| Q4 24 | $72.5M | $56.4M | ||
| Q3 24 | $166.8M | $-34.1M | ||
| Q2 24 | $99.5M | $-116.3M | ||
| Q1 24 | $30.9M | $-9.4M |
自由现金流率EXPSSRM
| Q4 25 | 10.9% | 20.4% | ||
| Q3 25 | 15.0% | -0.6% | ||
| Q2 25 | 9.5% | 24.3% | ||
| Q1 25 | 3.1% | 12.4% | ||
| Q4 24 | 13.0% | 17.5% | ||
| Q3 24 | 26.7% | -13.2% | ||
| Q2 24 | 16.3% | -62.9% | ||
| Q1 24 | 6.5% | -4.1% |
资本支出强度EXPSSRM
| Q4 25 | 19.8% | 12.6% | ||
| Q3 25 | 17.0% | 15.4% | ||
| Q2 25 | 12.0% | 14.7% | ||
| Q1 25 | 10.3% | 14.4% | ||
| Q4 24 | 8.5% | 11.9% | ||
| Q3 24 | 10.7% | 12.7% | ||
| Q2 24 | 5.4% | 20.7% | ||
| Q1 24 | 6.8% | 14.8% |
现金转化率EXPSSRM
| Q4 25 | 1.66× | 0.95× | ||
| Q3 25 | 1.49× | 0.87× | ||
| Q2 25 | 1.11× | 1.75× | ||
| Q1 25 | 0.94× | 1.44× | ||
| Q4 24 | 1.00× | 17.10× | ||
| Q3 24 | 1.63× | -0.13× | ||
| Q2 24 | 0.99× | -8.06× | ||
| 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
| 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% |
SSRM
| Gold | $369.3M | 71% |
| Concentrate Sales | $124.4M | 24% |
| Other | $19.1M | 4% |
| Lead | $9.0M | 2% |
