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EAGLE MATERIALS INC（EXP）与STARWOOD PROPERTY TRUST, INC.（STWD）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STARWOOD PROPERTY TRUST, INC.的1.1倍（$556.0M vs $492.9M），STARWOOD PROPERTY TRUST, INC.净利率更高（19.7% vs 18.5%，领先1.2%），STARWOOD PROPERTY TRUST, INC.同比增速更快（8.5% vs -0.4%），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs -2.9%）
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。
喜达屋酒店及度假村国际集团是全球规模最大的酒店企业之一，业务涵盖酒店、度假村、水疗中心、住宅及度假产权物业的持有、运营、特许经营与管理。集团前身为1969年成立的房地产投资信托基金，1995年完成收购重组，旗下共11个品牌，管理及特许经营的物业共计1297处。
EXP vs STWD — 直观对比
营收规模更大
EXP
是对方的1.1倍
$492.9M
营收增速更快
STWD
高出8.9%
-0.4%
净利率更高
STWD
高出1.2%
18.5%
两年增速更快
EXP
近两年复合增速
-2.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $492.9M |
| 净利润 | $102.9M | $96.9M |
| 毛利率 | 28.9% | — |
| 营业利润率 | — | 26.6% |
| 净利率 | 18.5% | 19.7% |
| 营收同比 | -0.4% | 8.5% |
| 净利润同比 | -13.9% | 87.7% |
| 每股收益（稀释后） | $3.22 | $0.25 |
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EXPSTWD
| Q4 25 | $556.0M | $492.9M | ||
| Q3 25 | $638.9M | $488.9M | ||
| Q2 25 | $634.7M | $444.3M | ||
| Q1 25 | $470.2M | $418.2M | ||
| Q4 24 | $558.0M | $454.4M | ||
| Q3 24 | $623.6M | $479.5M | ||
| Q2 24 | $608.7M | $489.8M | ||
| Q1 24 | $476.7M | $523.1M |
净利润EXPSTWD
| Q4 25 | $102.9M | $96.9M | ||
| Q3 25 | $137.4M | $72.6M | ||
| Q2 25 | $123.4M | $129.8M | ||
| Q1 25 | $66.5M | $112.3M | ||
| Q4 24 | $119.6M | $51.6M | ||
| Q3 24 | $143.5M | $76.1M | ||
| Q2 24 | $133.8M | $77.9M | ||
| Q1 24 | $77.1M | $154.3M |
毛利率EXPSTWD
| 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EXPSTWD
| Q4 25 | — | 26.6% | ||
| Q3 25 | — | 19.1% | ||
| Q2 25 | — | 30.5% | ||
| Q1 25 | — | 28.7% | ||
| Q4 24 | 32.8% | 15.1% | ||
| Q3 24 | 34.2% | 17.2% | ||
| Q2 24 | 32.0% | 19.1% | ||
| Q1 24 | 26.9% | 30.8% |
净利率EXPSTWD
| Q4 25 | 18.5% | 19.7% | ||
| Q3 25 | 21.5% | 14.8% | ||
| Q2 25 | 19.4% | 29.2% | ||
| Q1 25 | 14.1% | 26.8% | ||
| Q4 24 | 21.4% | 11.4% | ||
| Q3 24 | 23.0% | 15.9% | ||
| Q2 24 | 22.0% | 15.9% | ||
| Q1 24 | 16.2% | 29.5% |
每股收益（稀释后）EXPSTWD
| Q4 25 | $3.22 | $0.25 | ||
| Q3 25 | $4.23 | $0.19 | ||
| Q2 25 | $3.76 | $0.38 | ||
| Q1 25 | $2.01 | $0.33 | ||
| Q4 24 | $3.56 | $0.15 | ||
| Q3 24 | $4.26 | $0.23 | ||
| Q2 24 | $3.94 | $0.24 | ||
| Q1 24 | $2.23 | $0.48 |
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 | $499.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $6.8B |
| 总资产 | $3.8B | $63.2B |
| 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EXPSTWD
| Q4 25 | $419.0M | $499.5M | ||
| Q3 25 | $35.0M | $301.1M | ||
| Q2 25 | $59.7M | $259.9M | ||
| Q1 25 | $20.4M | $440.6M | ||
| Q4 24 | $31.2M | $377.8M | ||
| Q3 24 | $93.9M | $357.9M | ||
| Q2 24 | $46.5M | $259.3M | ||
| Q1 24 | $34.9M | $327.4M |
总债务EXPSTWD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.1B | — |
股东权益EXPSTWD
| Q4 25 | $1.5B | $6.8B | ||
| Q3 25 | $1.5B | $6.9B | ||
| Q2 25 | $1.5B | $6.4B | ||
| Q1 25 | $1.5B | $6.4B | ||
| Q4 24 | $1.5B | $6.4B | ||
| Q3 24 | $1.4B | $6.5B | ||
| Q2 24 | $1.4B | $6.2B | ||
| Q1 24 | $1.3B | $6.3B |
总资产EXPSTWD
| Q4 25 | $3.8B | $63.2B | ||
| Q3 25 | $3.4B | $62.4B | ||
| Q2 25 | $3.4B | $62.4B | ||
| Q1 25 | $3.3B | $62.2B | ||
| Q4 24 | $3.0B | $62.6B | ||
| Q3 24 | $3.1B | $64.2B | ||
| Q2 24 | $3.0B | $64.1B | ||
| Q1 24 | $2.9B | $66.2B |
负债/权益比EXPSTWD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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 | | |
|---|---|---|
| 经营现金流最新季度 | $170.8M | $488.8M |
| 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× | 5.04× |
| 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EXPSTWD
| Q4 25 | $170.8M | $488.8M | ||
| Q3 25 | $204.6M | $337.6M | ||
| Q2 25 | $136.6M | $-87.4M | ||
| Q1 25 | $62.8M | $238.9M | ||
| Q4 24 | $119.9M | $295.6M | ||
| Q3 24 | $233.3M | $241.8M | ||
| Q2 24 | $132.6M | $53.3M | ||
| Q1 24 | $63.4M | $55.9M |
自由现金流EXPSTWD
| Q4 25 | $60.8M | — | ||
| Q3 25 | $96.1M | — | ||
| Q2 25 | $60.5M | — | ||
| Q1 25 | $14.5M | — | ||
| Q4 24 | $72.5M | — | ||
| Q3 24 | $166.8M | — | ||
| Q2 24 | $99.5M | — | ||
| Q1 24 | $30.9M | — |
自由现金流率EXPSTWD
| Q4 25 | 10.9% | — | ||
| Q3 25 | 15.0% | — | ||
| Q2 25 | 9.5% | — | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | 13.0% | — | ||
| Q3 24 | 26.7% | — | ||
| Q2 24 | 16.3% | — | ||
| Q1 24 | 6.5% | — |
资本支出强度EXPSTWD
| Q4 25 | 19.8% | — | ||
| Q3 25 | 17.0% | — | ||
| Q2 25 | 12.0% | — | ||
| Q1 25 | 10.3% | — | ||
| Q4 24 | 8.5% | — | ||
| Q3 24 | 10.7% | — | ||
| Q2 24 | 5.4% | — | ||
| Q1 24 | 6.8% | — |
现金转化率EXPSTWD
| Q4 25 | 1.66× | 5.04× | ||
| Q3 25 | 1.49× | 4.65× | ||
| Q2 25 | 1.11× | -0.67× | ||
| Q1 25 | 0.94× | 2.13× | ||
| Q4 24 | 1.00× | 5.72× | ||
| Q3 24 | 1.63× | 3.18× | ||
| Q2 24 | 0.99× | 0.68× | ||
| Q1 24 | 0.82× | 0.36× |
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% |
STWD
| Commercial And Residential Lending Segment | $335.2M | 68% |
| Infrastructure Lending Segment | $70.3M | 14% |
| Property Segment | $57.8M | 12% |
| Other | $29.7M | 6% |
