vs
EAGLE MATERIALS INC（EXP）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
思佳讯的季度营收约是EAGLE MATERIALS INC的1.9倍（$1.0B vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 7.6%，领先10.9%），思佳讯同比增速更快（8.6% vs -0.4%），思佳讯自由现金流更多（$339.0M vs $60.8M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs -0.5%）
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。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
EXP vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.9倍
$556.0M
营收增速更快
SWKS
高出9.0%
-0.4%
净利率更高
EXP
高出10.9%
7.6%
自由现金流更多
SWKS
多$278.2M
$60.8M
两年增速更快
EXP
近两年复合增速
-0.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $1.0B |
| 净利润 | $102.9M | $79.2M |
| 毛利率 | 28.9% | 41.3% |
| 营业利润率 | — | 10.0% |
| 净利率 | 18.5% | 7.6% |
| 营收同比 | -0.4% | 8.6% |
| 净利润同比 | -13.9% | 15.3% |
| 每股收益（稀释后） | $3.22 | $0.53 |
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EXPSWKS
| Q1 26 | — | $1.0B | ||
| Q4 25 | $556.0M | $1.1B | ||
| Q3 25 | $638.9M | — | ||
| Q2 25 | $634.7M | $965.0M | ||
| Q1 25 | $470.2M | $953.2M | ||
| Q4 24 | $558.0M | $1.1B | ||
| Q3 24 | $623.6M | $1.0B | ||
| Q2 24 | $608.7M | $905.5M |
净利润EXPSWKS
| Q1 26 | — | $79.2M | ||
| Q4 25 | $102.9M | $141.4M | ||
| Q3 25 | $137.4M | — | ||
| Q2 25 | $123.4M | $105.0M | ||
| Q1 25 | $66.5M | $68.7M | ||
| Q4 24 | $119.6M | $162.0M | ||
| Q3 24 | $143.5M | $60.5M | ||
| Q2 24 | $133.8M | $120.9M |
毛利率EXPSWKS
| Q1 26 | — | 41.3% | ||
| Q4 25 | 28.9% | 40.7% | ||
| Q3 25 | 31.3% | — | ||
| Q2 25 | 29.2% | 41.6% | ||
| Q1 25 | 22.2% | 41.1% | ||
| Q4 24 | 31.9% | 41.4% | ||
| Q3 24 | 32.7% | 41.9% | ||
| Q2 24 | 30.7% | 40.2% |
营业利润率EXPSWKS
| Q1 26 | — | 10.0% | ||
| Q4 25 | — | 10.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 11.5% | ||
| Q1 25 | — | 10.2% | ||
| Q4 24 | 32.8% | 16.9% | ||
| Q3 24 | 34.2% | 5.8% | ||
| Q2 24 | 32.0% | 14.4% |
净利率EXPSWKS
| Q1 26 | — | 7.6% | ||
| Q4 25 | 18.5% | 12.9% | ||
| Q3 25 | 21.5% | — | ||
| Q2 25 | 19.4% | 10.9% | ||
| Q1 25 | 14.1% | 7.2% | ||
| Q4 24 | 21.4% | 15.2% | ||
| Q3 24 | 23.0% | 5.9% | ||
| Q2 24 | 22.0% | 13.4% |
每股收益（稀释后）EXPSWKS
| Q1 26 | — | $0.53 | ||
| Q4 25 | $3.22 | $0.95 | ||
| Q3 25 | $4.23 | — | ||
| Q2 25 | $3.76 | $0.70 | ||
| Q1 25 | $2.01 | $0.43 | ||
| Q4 24 | $3.56 | $1.00 | ||
| Q3 24 | $4.26 | $0.36 | ||
| Q2 24 | $3.94 | $0.75 |
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 | $1.6B |
| 总债务越低越好 | — | $496.6M |
| 股东权益账面价值 | $1.5B | $5.8B |
| 总资产 | $3.8B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资EXPSWKS
| Q1 26 | — | $1.6B | ||
| Q4 25 | $419.0M | $1.4B | ||
| Q3 25 | $35.0M | — | ||
| Q2 25 | $59.7M | $1.3B | ||
| Q1 25 | $20.4M | $1.5B | ||
| Q4 24 | $31.2M | $1.7B | ||
| Q3 24 | $93.9M | $1.6B | ||
| Q2 24 | $46.5M | $1.3B |
总债务EXPSWKS
| Q1 26 | — | $496.6M | ||
| Q4 25 | — | $496.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $496.2M | ||
| Q1 25 | $1.2B | $995.1M | ||
| Q4 24 | — | $994.7M | ||
| Q3 24 | — | $994.3M | ||
| Q2 24 | — | $994.0M |
股东权益EXPSWKS
| Q1 26 | — | $5.8B | ||
| Q4 25 | $1.5B | $5.8B | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | $5.7B | ||
| Q1 25 | $1.5B | $5.9B | ||
| Q4 24 | $1.5B | $6.4B | ||
| Q3 24 | $1.4B | $6.3B | ||
| Q2 24 | $1.4B | $6.3B |
总资产EXPSWKS
| Q1 26 | — | $7.9B | ||
| Q4 25 | $3.8B | $7.9B | ||
| Q3 25 | $3.4B | — | ||
| Q2 25 | $3.4B | $7.7B | ||
| Q1 25 | $3.3B | $7.9B | ||
| Q4 24 | $3.0B | $8.3B | ||
| Q3 24 | $3.1B | $8.3B | ||
| Q2 24 | $3.0B | $8.2B |
负债/权益比EXPSWKS
| Q1 26 | — | 0.09× | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | 0.86× | 0.17× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.16× |
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 | $395.5M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $339.0M |
| 自由现金流率自由现金流/营收 | 10.9% | 32.7% |
| 资本支出强度资本支出/营收 | 19.8% | 5.5% |
| 现金转化率经营现金流/净利润 | 1.66× | 4.99× |
| 过去12个月自由现金流最近4个季度 | $231.8M | $1.1B |
8季度趋势，按日历期对齐
经营现金流EXPSWKS
| Q1 26 | — | $395.5M | ||
| Q4 25 | $170.8M | $200.0M | ||
| Q3 25 | $204.6M | — | ||
| Q2 25 | $136.6M | $314.2M | ||
| Q1 25 | $62.8M | $409.4M | ||
| Q4 24 | $119.9M | $377.2M | ||
| Q3 24 | $233.3M | $476.1M | ||
| Q2 24 | $132.6M | $273.4M |
自由现金流EXPSWKS
| Q1 26 | — | $339.0M | ||
| Q4 25 | $60.8M | $144.0M | ||
| Q3 25 | $96.1M | — | ||
| Q2 25 | $60.5M | $252.7M | ||
| Q1 25 | $14.5M | $370.9M | ||
| Q4 24 | $72.5M | $338.2M | ||
| Q3 24 | $166.8M | $393.3M | ||
| Q2 24 | $99.5M | $249.0M |
自由现金流率EXPSWKS
| Q1 26 | — | 32.7% | ||
| Q4 25 | 10.9% | 13.1% | ||
| Q3 25 | 15.0% | — | ||
| Q2 25 | 9.5% | 26.2% | ||
| Q1 25 | 3.1% | 38.9% | ||
| Q4 24 | 13.0% | 31.7% | ||
| Q3 24 | 26.7% | 38.4% | ||
| Q2 24 | 16.3% | 27.5% |
资本支出强度EXPSWKS
| Q1 26 | — | 5.5% | ||
| Q4 25 | 19.8% | 5.1% | ||
| Q3 25 | 17.0% | — | ||
| Q2 25 | 12.0% | 6.4% | ||
| Q1 25 | 10.3% | 4.0% | ||
| Q4 24 | 8.5% | 3.6% | ||
| Q3 24 | 10.7% | 8.1% | ||
| Q2 24 | 5.4% | 2.7% |
现金转化率EXPSWKS
| Q1 26 | — | 4.99× | ||
| Q4 25 | 1.66× | 1.41× | ||
| Q3 25 | 1.49× | — | ||
| Q2 25 | 1.11× | 2.99× | ||
| Q1 25 | 0.94× | 5.96× | ||
| Q4 24 | 1.00× | 2.33× | ||
| Q3 24 | 1.63× | 7.87× | ||
| Q2 24 | 0.99× | 2.26× |
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% |
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
