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EAGLE MATERIALS INC（EXP）与SUN COMMUNITIES INC（SUI）财务数据对比。点击上方公司名可切换其他公司
SUN COMMUNITIES INC的季度营收约是EAGLE MATERIALS INC的1.3倍（$697.2M vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 1.7%，领先16.8%），EAGLE MATERIALS INC同比增速更快（-0.4% vs -25.8%），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs -2.1%）
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。
Sun Communities是一家上市房地产投资信托基金，核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日，该公司在美国、加拿大、英国三地合计持有500处相关资产的权益，专注于居住及休闲类不动产投资领域。
EXP vs SUI — 直观对比
营收规模更大
SUI
是对方的1.3倍
$556.0M
营收增速更快
EXP
高出25.5%
-25.8%
净利率更高
EXP
高出16.8%
1.7%
两年增速更快
EXP
近两年复合增速
-2.1%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $697.2M |
| 净利润 | $102.9M | $12.1M |
| 毛利率 | 28.9% | — |
| 营业利润率 | — | — |
| 净利率 | 18.5% | 1.7% |
| 营收同比 | -0.4% | -25.8% |
| 净利润同比 | -13.9% | -96.0% |
| 每股收益（稀释后） | $3.22 | $0.07 |
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EXPSUI
| Q4 25 | $556.0M | — | ||
| Q3 25 | $638.9M | $697.2M | ||
| Q2 25 | $634.7M | $623.5M | ||
| Q1 25 | $470.2M | $470.2M | ||
| Q4 24 | $558.0M | $745.9M | ||
| Q3 24 | $623.6M | $939.9M | ||
| Q2 24 | $608.7M | $864.0M | ||
| Q1 24 | $476.7M | $671.3M |
净利润EXPSUI
| Q4 25 | $102.9M | — | ||
| Q3 25 | $137.4M | $12.1M | ||
| Q2 25 | $123.4M | $1.3B | ||
| Q1 25 | $66.5M | $-41.2M | ||
| Q4 24 | $119.6M | $-228.4M | ||
| Q3 24 | $143.5M | $300.5M | ||
| Q2 24 | $133.8M | $56.7M | ||
| Q1 24 | $77.1M | $-25.2M |
毛利率EXPSUI
| 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EXPSUI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 32.8% | — | ||
| Q3 24 | 34.2% | — | ||
| Q2 24 | 32.0% | — | ||
| Q1 24 | 26.9% | — |
净利率EXPSUI
| Q4 25 | 18.5% | — | ||
| Q3 25 | 21.5% | 1.7% | ||
| Q2 25 | 19.4% | 210.8% | ||
| Q1 25 | 14.1% | -8.8% | ||
| Q4 24 | 21.4% | -30.6% | ||
| Q3 24 | 23.0% | 32.0% | ||
| Q2 24 | 22.0% | 6.6% | ||
| Q1 24 | 16.2% | -3.8% |
每股收益（稀释后）EXPSUI
| Q4 25 | $3.22 | — | ||
| Q3 25 | $4.23 | $0.07 | ||
| Q2 25 | $3.76 | $10.02 | ||
| Q1 25 | $2.01 | $-0.34 | ||
| Q4 24 | $3.56 | $-1.80 | ||
| Q3 24 | $4.26 | $2.31 | ||
| Q2 24 | $3.94 | $0.42 | ||
| 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 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $419.0M | $542.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $7.0B |
| 总资产 | $3.8B | $12.8B |
| 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EXPSUI
| Q4 25 | $419.0M | — | ||
| Q3 25 | $35.0M | $542.7M | ||
| Q2 25 | $59.7M | $889.7M | ||
| Q1 25 | $20.4M | — | ||
| Q4 24 | $31.2M | $47.4M | ||
| Q3 24 | $93.9M | — | ||
| Q2 24 | $46.5M | — | ||
| Q1 24 | $34.9M | — |
总债务EXPSUI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | $7.4B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.1B | — |
股东权益EXPSUI
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | $7.0B | ||
| Q2 25 | $1.5B | $7.4B | ||
| Q1 25 | $1.5B | $6.9B | ||
| Q4 24 | $1.5B | $7.1B | ||
| Q3 24 | $1.4B | $7.5B | ||
| Q2 24 | $1.4B | $6.9B | ||
| Q1 24 | $1.3B | $6.9B |
总资产EXPSUI
| Q4 25 | $3.8B | — | ||
| Q3 25 | $3.4B | $12.8B | ||
| Q2 25 | $3.4B | $13.4B | ||
| Q1 25 | $3.3B | $16.5B | ||
| Q4 24 | $3.0B | $16.5B | ||
| Q3 24 | $3.1B | $17.1B | ||
| Q2 24 | $3.0B | $17.0B | ||
| Q1 24 | $2.9B | $17.1B |
负债/权益比EXPSUI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | — | 1.04× | ||
| 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 | $197.8M |
| 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× | 16.35× |
| 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EXPSUI
| Q4 25 | $170.8M | — | ||
| Q3 25 | $204.6M | $197.8M | ||
| Q2 25 | $136.6M | $256.0M | ||
| Q1 25 | $62.8M | $243.9M | ||
| Q4 24 | $119.9M | $118.0M | ||
| Q3 24 | $233.3M | $189.2M | ||
| Q2 24 | $132.6M | $311.3M | ||
| Q1 24 | $63.4M | $242.5M |
自由现金流EXPSUI
| 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EXPSUI
| 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EXPSUI
| 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EXPSUI
| Q4 25 | 1.66× | — | ||
| Q3 25 | 1.49× | 16.35× | ||
| Q2 25 | 1.11× | 0.19× | ||
| Q1 25 | 0.94× | — | ||
| Q4 24 | 1.00× | — | ||
| Q3 24 | 1.63× | 0.63× | ||
| Q2 24 | 0.99× | 5.49× | ||
| 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% |
SUI
暂无分部数据
