vs
EAGLE MATERIALS INC（EXP）与医疗房产信托（SVC）财务数据对比。点击上方公司名可切换其他公司
EAGLE MATERIALS INC的季度营收约是医疗房产信托的1.9倍（$556.0M vs $296.5M），EAGLE MATERIALS INC净利率更高（18.5% vs -0.3%，领先18.8%），EAGLE MATERIALS INC同比增速更快（-0.4% vs -17.0%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $-95.2M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs -6.1%）
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。
医疗房产信托（MPT）是总部位于阿拉巴马州伯明翰的国际房地产投资信托（REIT），主要在美国和欧洲地区收购投资医疗设施与营利性医疗控股公司。该公司的房产收购多采用售后回租模式，原产权方出售房产给MPT后成为承租租户，其租户普遍签订长期三净租约。
EXP vs SVC — 直观对比
营收规模更大
EXP
是对方的1.9倍
$296.5M
营收增速更快
EXP
高出16.6%
-17.0%
净利率更高
EXP
高出18.8%
-0.3%
自由现金流更多
EXP
多$155.9M
$-95.2M
两年增速更快
EXP
近两年复合增速
-6.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $296.5M |
| 净利润 | $102.9M | $-782.0K |
| 毛利率 | 28.9% | — |
| 营业利润率 | — | -3.9% |
| 净利率 | 18.5% | -0.3% |
| 营收同比 | -0.4% | -17.0% |
| 净利润同比 | -13.9% | 99.0% |
| 每股收益（稀释后） | $3.22 | $-0.01 |
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EXPSVC
| Q4 25 | $556.0M | $296.5M | ||
| Q3 25 | $638.9M | $377.6M | ||
| Q2 25 | $634.7M | $404.4M | ||
| Q1 25 | $470.2M | $335.0M | ||
| Q4 24 | $558.0M | $357.0M | ||
| Q3 24 | $623.6M | $390.9M | ||
| Q2 24 | $608.7M | $412.5M | ||
| Q1 24 | $476.7M | $336.2M |
净利润EXPSVC
| Q4 25 | $102.9M | $-782.0K | ||
| Q3 25 | $137.4M | $-46.9M | ||
| Q2 25 | $123.4M | $-38.2M | ||
| Q1 25 | $66.5M | $-116.4M | ||
| Q4 24 | $119.6M | $-76.4M | ||
| Q3 24 | $143.5M | $-46.9M | ||
| Q2 24 | $133.8M | $-73.8M | ||
| Q1 24 | $77.1M | $-78.4M |
毛利率EXPSVC
| 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EXPSVC
| Q4 25 | — | -3.9% | ||
| Q3 25 | — | -12.8% | ||
| Q2 25 | — | -9.2% | ||
| Q1 25 | — | -33.3% | ||
| Q4 24 | 32.8% | -19.4% | ||
| Q3 24 | 34.2% | -12.8% | ||
| Q2 24 | 32.0% | -17.1% | ||
| Q1 24 | 26.9% | -21.4% |
净利率EXPSVC
| Q4 25 | 18.5% | -0.3% | ||
| Q3 25 | 21.5% | -12.4% | ||
| Q2 25 | 19.4% | -9.4% | ||
| Q1 25 | 14.1% | -34.8% | ||
| Q4 24 | 21.4% | -21.4% | ||
| Q3 24 | 23.0% | -12.0% | ||
| Q2 24 | 22.0% | -17.9% | ||
| Q1 24 | 16.2% | -23.3% |
每股收益（稀释后）EXPSVC
| Q4 25 | $3.22 | $-0.01 | ||
| Q3 25 | $4.23 | $-0.28 | ||
| Q2 25 | $3.76 | $-0.23 | ||
| Q1 25 | $2.01 | $-0.70 | ||
| Q4 24 | $3.56 | $-0.46 | ||
| Q3 24 | $4.26 | $-0.28 | ||
| Q2 24 | $3.94 | $-0.45 | ||
| 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 | $346.8M |
| 总债务越低越好 | — | $5.5B |
| 股东权益账面价值 | $1.5B | $646.1M |
| 总资产 | $3.8B | $6.5B |
| 负债/权益比越低杠杆越低 | — | 8.52× |
8季度趋势，按日历期对齐
现金及短期投资EXPSVC
| Q4 25 | $419.0M | $346.8M | ||
| Q3 25 | $35.0M | $417.4M | ||
| Q2 25 | $59.7M | $63.2M | ||
| Q1 25 | $20.4M | $80.1M | ||
| Q4 24 | $31.2M | $143.5M | ||
| Q3 24 | $93.9M | $48.6M | ||
| Q2 24 | $46.5M | $14.6M | ||
| Q1 24 | $34.9M | $71.3M |
总债务EXPSVC
| Q4 25 | — | $5.5B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.1B | — |
股东权益EXPSVC
| Q4 25 | $1.5B | $646.1M | ||
| Q3 25 | $1.5B | $647.9M | ||
| Q2 25 | $1.5B | $695.9M | ||
| Q1 25 | $1.5B | $734.6M | ||
| Q4 24 | $1.5B | $851.9M | ||
| Q3 24 | $1.4B | $929.0M | ||
| Q2 24 | $1.4B | $1.0B | ||
| Q1 24 | $1.3B | $1.1B |
总资产EXPSVC
| Q4 25 | $3.8B | $6.5B | ||
| Q3 25 | $3.4B | $7.0B | ||
| Q2 25 | $3.4B | $6.9B | ||
| Q1 25 | $3.3B | $7.0B | ||
| Q4 24 | $3.0B | $7.1B | ||
| Q3 24 | $3.1B | $7.1B | ||
| Q2 24 | $3.0B | $7.1B | ||
| Q1 24 | $2.9B | $7.2B |
负债/权益比EXPSVC
| Q4 25 | — | 8.52× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | — | 6.85× | ||
| 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 | $-18.5M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $-95.2M |
| 自由现金流率自由现金流/营收 | 10.9% | -32.1% |
| 资本支出强度资本支出/营收 | 19.8% | 25.9% |
| 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 | $-107.0M |
8季度趋势，按日历期对齐
经营现金流EXPSVC
| Q4 25 | $170.8M | $-18.5M | ||
| Q3 25 | $204.6M | $98.1M | ||
| Q2 25 | $136.6M | $-7.0K | ||
| Q1 25 | $62.8M | $38.2M | ||
| Q4 24 | $119.9M | $-9.7M | ||
| Q3 24 | $233.3M | $106.2M | ||
| Q2 24 | $132.6M | $43.8M | ||
| Q1 24 | $63.4M | $-926.0K |
自由现金流EXPSVC
| Q4 25 | $60.8M | $-95.2M | ||
| Q3 25 | $96.1M | $57.9M | ||
| Q2 25 | $60.5M | $-46.6M | ||
| Q1 25 | $14.5M | $-23.2M | ||
| Q4 24 | $72.5M | $-88.9M | ||
| Q3 24 | $166.8M | $24.1M | ||
| Q2 24 | $99.5M | $-22.3M | ||
| Q1 24 | $30.9M | $-77.2M |
自由现金流率EXPSVC
| Q4 25 | 10.9% | -32.1% | ||
| Q3 25 | 15.0% | 15.3% | ||
| Q2 25 | 9.5% | -11.5% | ||
| Q1 25 | 3.1% | -6.9% | ||
| Q4 24 | 13.0% | -24.9% | ||
| Q3 24 | 26.7% | 6.2% | ||
| Q2 24 | 16.3% | -5.4% | ||
| Q1 24 | 6.5% | -23.0% |
资本支出强度EXPSVC
| Q4 25 | 19.8% | 25.9% | ||
| Q3 25 | 17.0% | 10.6% | ||
| Q2 25 | 12.0% | 11.5% | ||
| Q1 25 | 10.3% | 18.3% | ||
| Q4 24 | 8.5% | 22.2% | ||
| Q3 24 | 10.7% | 21.0% | ||
| Q2 24 | 5.4% | 16.0% | ||
| Q1 24 | 6.8% | 22.7% |
现金转化率EXPSVC
| Q4 25 | 1.66× | — | ||
| Q3 25 | 1.49× | — | ||
| Q2 25 | 1.11× | — | ||
| Q1 25 | 0.94× | — | ||
| Q4 24 | 1.00× | — | ||
| Q3 24 | 1.63× | — | ||
| Q2 24 | 0.99× | — | ||
| 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% |
SVC
暂无分部数据
