vs
EAGLE MATERIALS INC（EXP）与森萨塔科技（ST）财务数据对比。点击上方公司名可切换其他公司
森萨塔科技的季度营收约是EAGLE MATERIALS INC的1.7倍（$934.8M vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 9.3%，领先9.2%），森萨塔科技同比增速更快（2.6% vs -0.4%），森萨塔科技自由现金流更多（$104.6M vs $60.8M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs -5.0%）
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。
森萨塔科技控股有限公司是全球领先的工业科技企业，主营传感器、电气保护及控制解决方案的研发、生产与销售，产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域，服务全球制造类企业客户。
EXP vs ST — 直观对比
营收规模更大
ST
是对方的1.7倍
$556.0M
营收增速更快
ST
高出2.9%
-0.4%
净利率更高
EXP
高出9.2%
9.3%
自由现金流更多
ST
多$43.8M
$60.8M
两年增速更快
EXP
近两年复合增速
-5.0%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $934.8M |
| 净利润 | $102.9M | $87.1M |
| 毛利率 | 28.9% | 30.6% |
| 营业利润率 | — | 15.1% |
| 净利率 | 18.5% | 9.3% |
| 营收同比 | -0.4% | 2.6% |
| 净利润同比 | -13.9% | 24.6% |
| 每股收益（稀释后） | $3.22 | $0.59 |
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EXPST
| Q1 26 | — | $934.8M | ||
| Q4 25 | $556.0M | $917.9M | ||
| Q3 25 | $638.9M | $932.0M | ||
| Q2 25 | $634.7M | $943.4M | ||
| Q1 25 | $470.2M | $911.3M | ||
| Q4 24 | $558.0M | $907.7M | ||
| Q3 24 | $623.6M | $982.8M | ||
| Q2 24 | $608.7M | $1.0B |
净利润EXPST
| Q1 26 | — | $87.1M | ||
| Q4 25 | $102.9M | $63.2M | ||
| Q3 25 | $137.4M | $-162.5M | ||
| Q2 25 | $123.4M | $60.7M | ||
| Q1 25 | $66.5M | $69.9M | ||
| Q4 24 | $119.6M | $5.8M | ||
| Q3 24 | $143.5M | $-25.0M | ||
| Q2 24 | $133.8M | $71.7M |
毛利率EXPST
| Q1 26 | — | 30.6% | ||
| Q4 25 | 28.9% | 29.0% | ||
| Q3 25 | 31.3% | 27.8% | ||
| Q2 25 | 29.2% | 30.3% | ||
| Q1 25 | 22.2% | 29.9% | ||
| Q4 24 | 31.9% | 27.1% | ||
| Q3 24 | 32.7% | 28.6% | ||
| Q2 24 | 30.7% | 30.0% |
营业利润率EXPST
| Q1 26 | — | 15.1% | ||
| Q4 25 | — | 10.9% | ||
| Q3 25 | — | -13.2% | ||
| Q2 25 | — | 14.6% | ||
| Q1 25 | — | 13.4% | ||
| Q4 24 | 32.8% | 8.1% | ||
| Q3 24 | 34.2% | -20.3% | ||
| Q2 24 | 32.0% | 12.5% |
净利率EXPST
| Q1 26 | — | 9.3% | ||
| Q4 25 | 18.5% | 6.9% | ||
| Q3 25 | 21.5% | -17.4% | ||
| Q2 25 | 19.4% | 6.4% | ||
| Q1 25 | 14.1% | 7.7% | ||
| Q4 24 | 21.4% | 0.6% | ||
| Q3 24 | 23.0% | -2.5% | ||
| Q2 24 | 22.0% | 6.9% |
每股收益（稀释后）EXPST
| Q1 26 | — | $0.59 | ||
| Q4 25 | $3.22 | $0.45 | ||
| Q3 25 | $4.23 | $-1.12 | ||
| Q2 25 | $3.76 | $0.41 | ||
| Q1 25 | $2.01 | $0.47 | ||
| Q4 24 | $3.56 | $0.05 | ||
| Q3 24 | $4.26 | $-0.17 | ||
| Q2 24 | $3.94 | $0.47 |
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 | $635.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $2.9B |
| 总资产 | $3.8B | $6.8B |
| 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EXPST
| Q1 26 | — | $635.1M | ||
| Q4 25 | $419.0M | $573.0M | ||
| Q3 25 | $35.0M | $791.3M | ||
| Q2 25 | $59.7M | $661.8M | ||
| Q1 25 | $20.4M | $588.1M | ||
| Q4 24 | $31.2M | $593.7M | ||
| Q3 24 | $93.9M | $506.2M | ||
| Q2 24 | $46.5M | $1.0B |
总债务EXPST
| Q1 26 | — | — | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益EXPST
| Q1 26 | — | $2.9B | ||
| Q4 25 | $1.5B | $2.8B | ||
| Q3 25 | $1.5B | $2.7B | ||
| Q2 25 | $1.5B | $2.9B | ||
| Q1 25 | $1.5B | $2.8B | ||
| Q4 24 | $1.5B | $2.9B | ||
| Q3 24 | $1.4B | $3.0B | ||
| Q2 24 | $1.4B | $3.0B |
总资产EXPST
| Q1 26 | — | $6.8B | ||
| Q4 25 | $3.8B | $6.8B | ||
| Q3 25 | $3.4B | $7.1B | ||
| Q2 25 | $3.4B | $7.3B | ||
| Q1 25 | $3.3B | $7.2B | ||
| Q4 24 | $3.0B | $7.1B | ||
| Q3 24 | $3.1B | $7.3B | ||
| Q2 24 | $3.0B | $8.2B |
负债/权益比EXPST
| Q1 26 | — | — | ||
| Q4 25 | — | 1.02× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | — | 1.11× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $122.5M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $104.6M |
| 自由现金流率自由现金流/营收 | 10.9% | 11.2% |
| 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× | 1.41× |
| 过去12个月自由现金流最近4个季度 | $231.8M | $508.3M |
8季度趋势，按日历期对齐
经营现金流EXPST
| Q1 26 | — | $122.5M | ||
| Q4 25 | $170.8M | $201.5M | ||
| Q3 25 | $204.6M | $159.9M | ||
| Q2 25 | $136.6M | $140.9M | ||
| Q1 25 | $62.8M | $119.2M | ||
| Q4 24 | $119.9M | $170.7M | ||
| Q3 24 | $233.3M | $130.9M | ||
| Q2 24 | $132.6M | $143.5M |
自由现金流EXPST
| Q1 26 | — | $104.6M | ||
| Q4 25 | $60.8M | $151.9M | ||
| Q3 25 | $96.1M | $136.2M | ||
| Q2 25 | $60.5M | $115.5M | ||
| Q1 25 | $14.5M | $86.6M | ||
| Q4 24 | $72.5M | $138.9M | ||
| Q3 24 | $166.8M | $91.3M | ||
| Q2 24 | $99.5M | $98.4M |
自由现金流率EXPST
| Q1 26 | — | 11.2% | ||
| Q4 25 | 10.9% | 16.6% | ||
| Q3 25 | 15.0% | 14.6% | ||
| Q2 25 | 9.5% | 12.2% | ||
| Q1 25 | 3.1% | 9.5% | ||
| Q4 24 | 13.0% | 15.3% | ||
| Q3 24 | 26.7% | 9.3% | ||
| Q2 24 | 16.3% | 9.5% |
资本支出强度EXPST
| Q1 26 | — | — | ||
| Q4 25 | 19.8% | 5.4% | ||
| Q3 25 | 17.0% | 2.5% | ||
| Q2 25 | 12.0% | 2.7% | ||
| Q1 25 | 10.3% | 3.6% | ||
| Q4 24 | 8.5% | 3.5% | ||
| Q3 24 | 10.7% | 4.0% | ||
| Q2 24 | 5.4% | 4.4% |
现金转化率EXPST
| Q1 26 | — | 1.41× | ||
| Q4 25 | 1.66× | 3.19× | ||
| Q3 25 | 1.49× | — | ||
| Q2 25 | 1.11× | 2.32× | ||
| Q1 25 | 0.94× | 1.70× | ||
| Q4 24 | 1.00× | 29.50× | ||
| Q3 24 | 1.63× | — | ||
| Q2 24 | 0.99× | 2.00× |
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% |
ST
暂无分部数据
