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EAGLE MATERIALS INC（EXP）与Tyler Technologies（TYL）财务数据对比。点击上方公司名可切换其他公司
Tyler Technologies的季度营收约是EAGLE MATERIALS INC的1.1倍（$613.5M vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 13.2%，领先5.3%），Tyler Technologies同比增速更快（8.6% vs -0.4%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $2.0M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs 6.5%）
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。
Tyler Technologies, Inc.是总部位于美国得克萨斯州普莱诺的科技企业，主营面向美国公共部门提供自研专有软件，目前在全美17个州设有办事处，另在加拿大安大略省多伦多市设有一处办公网点。
EXP vs TYL — 直观对比
营收规模更大
TYL
是对方的1.1倍
$556.0M
营收增速更快
TYL
高出8.9%
-0.4%
净利率更高
EXP
高出5.3%
13.2%
自由现金流更多
EXP
多$58.7M
$2.0M
两年增速更快
EXP
近两年复合增速
6.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $613.5M |
| 净利润 | $102.9M | $81.2M |
| 毛利率 | 28.9% | 48.3% |
| 营业利润率 | — | 16.3% |
| 净利率 | 18.5% | 13.2% |
| 营收同比 | -0.4% | 8.6% |
| 净利润同比 | -13.9% | — |
| 每股收益（稀释后） | $3.22 | $1.88 |
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EXPTYL
| Q1 26 | — | $613.5M | ||
| Q4 25 | $556.0M | $575.2M | ||
| Q3 25 | $638.9M | $595.9M | ||
| Q2 25 | $634.7M | $596.1M | ||
| Q1 25 | $470.2M | $565.2M | ||
| Q4 24 | $558.0M | $541.1M | ||
| Q3 24 | $623.6M | $543.3M | ||
| Q2 24 | $608.7M | $541.0M |
净利润EXPTYL
| Q1 26 | — | $81.2M | ||
| Q4 25 | $102.9M | $65.5M | ||
| Q3 25 | $137.4M | $84.4M | ||
| Q2 25 | $123.4M | $84.6M | ||
| Q1 25 | $66.5M | $81.1M | ||
| Q4 24 | $119.6M | $65.2M | ||
| Q3 24 | $143.5M | $75.9M | ||
| Q2 24 | $133.8M | $67.7M |
毛利率EXPTYL
| Q1 26 | — | 48.3% | ||
| Q4 25 | 28.9% | 45.5% | ||
| Q3 25 | 31.3% | 47.2% | ||
| Q2 25 | 29.2% | 45.8% | ||
| Q1 25 | 22.2% | 47.3% | ||
| Q4 24 | 31.9% | 43.8% | ||
| Q3 24 | 32.7% | 43.7% | ||
| Q2 24 | 30.7% | 44.0% |
营业利润率EXPTYL
| Q1 26 | — | 16.3% | ||
| Q4 25 | — | 13.0% | ||
| Q3 25 | — | 16.4% | ||
| Q2 25 | — | 16.0% | ||
| Q1 25 | — | 15.8% | ||
| Q4 24 | 32.8% | 13.2% | ||
| Q3 24 | 34.2% | 15.2% | ||
| Q2 24 | 32.0% | 14.4% |
净利率EXPTYL
| Q1 26 | — | 13.2% | ||
| Q4 25 | 18.5% | 11.4% | ||
| Q3 25 | 21.5% | 14.2% | ||
| Q2 25 | 19.4% | 14.2% | ||
| Q1 25 | 14.1% | 14.3% | ||
| Q4 24 | 21.4% | 12.1% | ||
| Q3 24 | 23.0% | 14.0% | ||
| Q2 24 | 22.0% | 12.5% |
每股收益（稀释后）EXPTYL
| Q1 26 | — | $1.88 | ||
| Q4 25 | $3.22 | $1.50 | ||
| Q3 25 | $4.23 | $1.93 | ||
| Q2 25 | $3.76 | $1.93 | ||
| Q1 25 | $2.01 | $1.84 | ||
| Q4 24 | $3.56 | $1.48 | ||
| Q3 24 | $4.26 | $1.74 | ||
| Q2 24 | $3.94 | $1.57 |
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 | $346.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $3.6B |
| 总资产 | $3.8B | $4.8B |
| 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EXPTYL
| Q1 26 | — | $346.4M | ||
| Q4 25 | $419.0M | $1.1B | ||
| Q3 25 | $35.0M | $950.8M | ||
| Q2 25 | $59.7M | $892.3M | ||
| Q1 25 | $20.4M | $807.4M | ||
| Q4 24 | $31.2M | $768.0M | ||
| Q3 24 | $93.9M | $544.3M | ||
| Q2 24 | $46.5M | $258.0M |
总债务EXPTYL
| Q1 26 | — | — | ||
| Q4 25 | — | $599.7M | ||
| Q3 25 | — | $599.2M | ||
| Q2 25 | — | $598.8M | ||
| Q1 25 | $1.2B | $598.4M | ||
| Q4 24 | — | $597.9M | ||
| Q3 24 | — | $597.5M | ||
| Q2 24 | — | $597.1M |
股东权益EXPTYL
| Q1 26 | — | $3.6B | ||
| Q4 25 | $1.5B | $3.7B | ||
| Q3 25 | $1.5B | $3.6B | ||
| Q2 25 | $1.5B | $3.6B | ||
| Q1 25 | $1.5B | $3.5B | ||
| Q4 24 | $1.5B | $3.4B | ||
| Q3 24 | $1.4B | $3.3B | ||
| Q2 24 | $1.4B | $3.1B |
总资产EXPTYL
| Q1 26 | — | $4.8B | ||
| Q4 25 | $3.8B | $5.6B | ||
| Q3 25 | $3.4B | $5.5B | ||
| Q2 25 | $3.4B | $5.4B | ||
| Q1 25 | $3.3B | $5.2B | ||
| Q4 24 | $3.0B | $5.2B | ||
| Q3 24 | $3.1B | $5.0B | ||
| Q2 24 | $3.0B | $4.8B |
负债/权益比EXPTYL
| Q1 26 | — | — | ||
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | — | 0.16× | ||
| Q1 25 | 0.86× | 0.17× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.18× | ||
| Q2 24 | — | 0.19× |
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 | $107.3M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $2.0M |
| 自由现金流率自由现金流/营收 | 10.9% | 0.3% |
| 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× | 1.32× |
| 过去12个月自由现金流最近4个季度 | $231.8M | $585.7M |
8季度趋势，按日历期对齐
经营现金流EXPTYL
| Q1 26 | — | $107.3M | ||
| Q4 25 | $170.8M | $243.9M | ||
| Q3 25 | $204.6M | $255.2M | ||
| Q2 25 | $136.6M | $98.3M | ||
| Q1 25 | $62.8M | $56.2M | ||
| Q4 24 | $119.9M | $224.8M | ||
| Q3 24 | $233.3M | $263.7M | ||
| Q2 24 | $132.6M | $64.3M |
自由现金流EXPTYL
| Q1 26 | — | $2.0M | ||
| Q4 25 | $60.8M | $239.6M | ||
| Q3 25 | $96.1M | $251.3M | ||
| Q2 25 | $60.5M | $92.8M | ||
| Q1 25 | $14.5M | $53.8M | ||
| Q4 24 | $72.5M | $221.0M | ||
| Q3 24 | $166.8M | $260.8M | ||
| Q2 24 | $99.5M | $57.7M |
自由现金流率EXPTYL
| Q1 26 | — | 0.3% | ||
| Q4 25 | 10.9% | 41.7% | ||
| Q3 25 | 15.0% | 42.2% | ||
| Q2 25 | 9.5% | 15.6% | ||
| Q1 25 | 3.1% | 9.5% | ||
| Q4 24 | 13.0% | 40.8% | ||
| Q3 24 | 26.7% | 48.0% | ||
| Q2 24 | 16.3% | 10.7% |
资本支出强度EXPTYL
| Q1 26 | — | — | ||
| Q4 25 | 19.8% | 0.8% | ||
| Q3 25 | 17.0% | 0.7% | ||
| Q2 25 | 12.0% | 0.9% | ||
| Q1 25 | 10.3% | 0.4% | ||
| Q4 24 | 8.5% | 0.7% | ||
| Q3 24 | 10.7% | 0.5% | ||
| Q2 24 | 5.4% | 1.2% |
现金转化率EXPTYL
| Q1 26 | — | 1.32× | ||
| Q4 25 | 1.66× | 3.72× | ||
| Q3 25 | 1.49× | 3.02× | ||
| Q2 25 | 1.11× | 1.16× | ||
| Q1 25 | 0.94× | 0.69× | ||
| Q4 24 | 1.00× | 3.45× | ||
| Q3 24 | 1.63× | 3.47× | ||
| Q2 24 | 0.99× | 0.95× |
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% |
TYL
| Subscriptions | $429.7M | 70% |
| Maintenance | $108.9M | 18% |
| Other | $74.9M | 12% |
