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EAGLE MATERIALS INC(EXP)与联合果品公司(UFCS)财务数据对比。点击上方公司名可切换其他公司
EAGLE MATERIALS INC的季度营收约是联合果品公司的1.5倍($556.0M vs $365.8M),联合果品公司同比增速更快(9.8% vs -0.4%),过去两年联合果品公司的营收复合增速更高(11.2% vs 8.0%)
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。
联合果品公司是一家美国跨国企业,主营在拉丁美洲种植园种植的热带水果贸易,产品销往美国与欧洲。公司1899年由波士顿果品公司与迈纳·C·基思的香蕉贸易企业合并成立,在20世纪上半叶发展蓬勃,掌控了中美洲、哥伦比亚加勒比海岸及西印度群岛的大片领地与运输网络。
EXP vs UFCS — 直观对比
营收规模更大
EXP
是对方的1.5倍
$365.8M
营收增速更快
UFCS
高出10.2%
-0.4%
两年增速更快
UFCS
近两年复合增速
8.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $556.0M | $365.8M |
| 净利润 | $102.9M | — |
| 毛利率 | 28.9% | — |
| 营业利润率 | — | 13.2% |
| 净利率 | 18.5% | — |
| 营收同比 | -0.4% | 9.8% |
| 净利润同比 | -13.9% | — |
| 每股收益(稀释后) | $3.22 | $1.45 |
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
EXP
UFCS
| Q4 25 | $556.0M | $365.8M | ||
| Q3 25 | $638.9M | $354.0M | ||
| Q2 25 | $634.7M | $335.5M | ||
| Q1 25 | $470.2M | $331.1M | ||
| Q4 24 | $558.0M | $333.2M | ||
| Q3 24 | $623.6M | $323.0M | ||
| Q2 24 | $608.7M | $301.2M | ||
| Q1 24 | $476.7M | $296.0M |
净利润
EXP
UFCS
| Q4 25 | $102.9M | — | ||
| Q3 25 | $137.4M | $39.2M | ||
| Q2 25 | $123.4M | $22.9M | ||
| Q1 25 | $66.5M | $17.7M | ||
| Q4 24 | $119.6M | — | ||
| Q3 24 | $143.5M | $19.7M | ||
| Q2 24 | $133.8M | $-2.7M | ||
| Q1 24 | $77.1M | $13.5M |
毛利率
EXP
UFCS
| 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
EXP
UFCS
| Q4 25 | — | 13.2% | ||
| Q3 25 | — | 13.7% | ||
| Q2 25 | — | 8.7% | ||
| Q1 25 | — | 6.6% | ||
| Q4 24 | 32.8% | 11.9% | ||
| Q3 24 | 34.2% | 7.7% | ||
| Q2 24 | 32.0% | -1.3% | ||
| Q1 24 | 26.9% | 5.5% |
净利率
EXP
UFCS
| Q4 25 | 18.5% | — | ||
| Q3 25 | 21.5% | 11.1% | ||
| Q2 25 | 19.4% | 6.8% | ||
| Q1 25 | 14.1% | 5.3% | ||
| Q4 24 | 21.4% | — | ||
| Q3 24 | 23.0% | 6.1% | ||
| Q2 24 | 22.0% | -0.9% | ||
| Q1 24 | 16.2% | 4.6% |
每股收益(稀释后)
EXP
UFCS
| Q4 25 | $3.22 | $1.45 | ||
| Q3 25 | $4.23 | $1.49 | ||
| Q2 25 | $3.76 | $0.87 | ||
| Q1 25 | $2.01 | $0.67 | ||
| Q4 24 | $3.56 | $1.22 | ||
| Q3 24 | $4.26 | $0.76 | ||
| Q2 24 | $3.94 | $-0.11 | ||
| Q1 24 | $2.23 | $0.52 |
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 | $156.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $941.2M |
| 总资产 | $3.8B | $3.8B |
| 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
EXP
UFCS
| Q4 25 | $419.0M | $156.3M | ||
| Q3 25 | $35.0M | $233.7M | ||
| Q2 25 | $59.7M | $202.1M | ||
| Q1 25 | $20.4M | $183.7M | ||
| Q4 24 | $31.2M | $200.9M | ||
| Q3 24 | $93.9M | $197.4M | ||
| Q2 24 | $46.5M | $153.4M | ||
| Q1 24 | $34.9M | $217.8M |
总债务
EXP
UFCS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.1B | — |
股东权益
EXP
UFCS
| Q4 25 | $1.5B | $941.2M | ||
| Q3 25 | $1.5B | $898.7M | ||
| Q2 25 | $1.5B | $845.7M | ||
| Q1 25 | $1.5B | $817.7M | ||
| Q4 24 | $1.5B | $781.5M | ||
| Q3 24 | $1.4B | $785.8M | ||
| Q2 24 | $1.4B | $726.6M | ||
| Q1 24 | $1.3B | $736.8M |
总资产
EXP
UFCS
| Q4 25 | $3.8B | $3.8B | ||
| Q3 25 | $3.4B | $3.8B | ||
| Q2 25 | $3.4B | $3.7B | ||
| Q1 25 | $3.3B | $3.5B | ||
| Q4 24 | $3.0B | $3.5B | ||
| Q3 24 | $3.1B | $3.5B | ||
| Q2 24 | $3.0B | $3.4B | ||
| Q1 24 | $2.9B | $3.2B |
负债/权益比
EXP
UFCS
| 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 | $269.7M |
| 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× | — |
| 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
EXP
UFCS
| Q4 25 | $170.8M | $269.7M | ||
| Q3 25 | $204.6M | $60.8M | ||
| Q2 25 | $136.6M | $53.4M | ||
| Q1 25 | $62.8M | $35.7M | ||
| Q4 24 | $119.9M | $340.3M | ||
| Q3 24 | $233.3M | $56.5M | ||
| Q2 24 | $132.6M | $91.3M | ||
| Q1 24 | $63.4M | $36.2M |
自由现金流
EXP
UFCS
| 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
EXP
UFCS
| 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
EXP
UFCS
| 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
EXP
UFCS
| Q4 25 | 1.66× | — | ||
| Q3 25 | 1.49× | 1.55× | ||
| Q2 25 | 1.11× | 2.33× | ||
| Q1 25 | 0.94× | 2.02× | ||
| Q4 24 | 1.00× | — | ||
| Q3 24 | 1.63× | 2.86× | ||
| Q2 24 | 0.99× | — | ||
| Q1 24 | 0.82× | 2.68× |
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% |
UFCS
暂无分部数据