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EAGLE MATERIALS INC（EXP）与世纪互联（VNET）财务数据对比。点击上方公司名可切换其他公司
EAGLE MATERIALS INC的季度营收约是世纪互联的1.5倍（$556.0M vs $362.7M），EAGLE MATERIALS INC净利率更高（18.5% vs -10.7%，领先29.2%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $-193.1M），过去两年世纪互联的营收复合增速更高（17.4% 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。
VNET Group即世纪互联，是中国领先的第三方中立数据中心服务商，提供机柜托管、云基础设施、混合云部署及网络管理等解决方案，服务覆盖科技、金融、零售等多领域企业客户，为企业数字化运营提供稳定的算力与网络支撑。
EXP vs VNET — 直观对比
营收规模更大
EXP
是对方的1.5倍
$362.7M
净利率更高
EXP
高出29.2%
-10.7%
自由现金流更多
EXP
多$253.8M
$-193.1M
两年增速更快
VNET
近两年复合增速
8.0%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $362.7M |
| 净利润 | $102.9M | $-38.7M |
| 毛利率 | 28.9% | 20.9% |
| 营业利润率 | — | 0.5% |
| 净利率 | 18.5% | -10.7% |
| 营收同比 | -0.4% | — |
| 净利润同比 | -13.9% | — |
| 每股收益（稀释后） | $3.22 | — |
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EXPVNET
| Q4 25 | $556.0M | — | ||
| Q3 25 | $638.9M | $362.7M | ||
| Q2 25 | $634.7M | — | ||
| Q1 25 | $470.2M | $309.5M | ||
| Q4 24 | $558.0M | — | ||
| Q3 24 | $623.6M | $302.2M | ||
| Q2 24 | $608.7M | $274.4M | ||
| Q1 24 | $476.7M | $262.9M |
净利润EXPVNET
| Q4 25 | $102.9M | — | ||
| Q3 25 | $137.4M | $-38.7M | ||
| Q2 25 | $123.4M | — | ||
| Q1 25 | $66.5M | $-2.4M | ||
| Q4 24 | $119.6M | — | ||
| Q3 24 | $143.5M | $-2.1M | ||
| Q2 24 | $133.8M | $-1.1M | ||
| Q1 24 | $77.1M | $-22.0M |
毛利率EXPVNET
| Q4 25 | 28.9% | — | ||
| Q3 25 | 31.3% | 20.9% | ||
| Q2 25 | 29.2% | — | ||
| Q1 25 | 22.2% | 25.2% | ||
| Q4 24 | 31.9% | — | ||
| Q3 24 | 32.7% | 23.2% | ||
| Q2 24 | 30.7% | 21.3% | ||
| Q1 24 | 25.1% | 21.6% |
营业利润率EXPVNET
| Q4 25 | — | — | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | 32.8% | — | ||
| Q3 24 | 34.2% | 24.5% | ||
| Q2 24 | 32.0% | 0.2% | ||
| Q1 24 | 26.9% | 0.2% |
净利率EXPVNET
| Q4 25 | 18.5% | — | ||
| Q3 25 | 21.5% | -10.7% | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 14.1% | -0.8% | ||
| Q4 24 | 21.4% | — | ||
| Q3 24 | 23.0% | -0.7% | ||
| Q2 24 | 22.0% | -0.4% | ||
| Q1 24 | 16.2% | -8.4% |
每股收益（稀释后）EXPVNET
| Q4 25 | $3.22 | — | ||
| Q3 25 | $4.23 | — | ||
| Q2 25 | $3.76 | — | ||
| Q1 25 | $2.01 | — | ||
| Q4 24 | $3.56 | — | ||
| Q3 24 | $4.26 | — | ||
| Q2 24 | $3.94 | — | ||
| Q1 24 | $2.23 | — |
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 | $492.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $890.8M |
| 总资产 | $3.8B | $6.1B |
| 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EXPVNET
| Q4 25 | $419.0M | — | ||
| Q3 25 | $35.0M | $492.1M | ||
| Q2 25 | $59.7M | — | ||
| Q1 25 | $20.4M | $544.3M | ||
| Q4 24 | $31.2M | — | ||
| Q3 24 | $93.9M | $219.5M | ||
| Q2 24 | $46.5M | $247.2M | ||
| Q1 24 | $34.9M | $246.9M |
总债务EXPVNET
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.1B | — |
股东权益EXPVNET
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | $890.8M | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | $927.8M | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.4B | $902.9M | ||
| Q2 24 | $1.4B | $900.6M | ||
| Q1 24 | $1.3B | $895.1M |
总资产EXPVNET
| Q4 25 | $3.8B | — | ||
| Q3 25 | $3.4B | $6.1B | ||
| Q2 25 | $3.4B | — | ||
| Q1 25 | $3.3B | $5.4B | ||
| Q4 24 | $3.0B | — | ||
| Q3 24 | $3.1B | $4.3B | ||
| Q2 24 | $3.0B | $4.0B | ||
| Q1 24 | $2.9B | $3.9B |
负债/权益比EXPVNET
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.28× | ||
| 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 | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $-193.1M |
| 自由现金流率自由现金流/营收 | 10.9% | -53.2% |
| 资本支出强度资本支出/营收 | 19.8% | 84.6% |
| 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 | $-589.7M |
8季度趋势，按日历期对齐
经营现金流EXPVNET
| Q4 25 | $170.8M | — | ||
| Q3 25 | $204.6M | $113.8M | ||
| Q2 25 | $136.6M | — | ||
| Q1 25 | $62.8M | $27.0M | ||
| Q4 24 | $119.9M | — | ||
| Q3 24 | $233.3M | $108.3M | ||
| Q2 24 | $132.6M | $55.8M | ||
| Q1 24 | $63.4M | $37.1M |
自由现金流EXPVNET
| Q4 25 | $60.8M | — | ||
| Q3 25 | $96.1M | $-193.1M | ||
| Q2 25 | $60.5M | — | ||
| Q1 25 | $14.5M | $-220.0M | ||
| Q4 24 | $72.5M | — | ||
| Q3 24 | $166.8M | $-95.0M | ||
| Q2 24 | $99.5M | $-81.6M | ||
| Q1 24 | $30.9M | $-102.2M |
自由现金流率EXPVNET
| Q4 25 | 10.9% | — | ||
| Q3 25 | 15.0% | -53.2% | ||
| Q2 25 | 9.5% | — | ||
| Q1 25 | 3.1% | -71.1% | ||
| Q4 24 | 13.0% | — | ||
| Q3 24 | 26.7% | -31.4% | ||
| Q2 24 | 16.3% | -29.8% | ||
| Q1 24 | 6.5% | -38.9% |
资本支出强度EXPVNET
| Q4 25 | 19.8% | — | ||
| Q3 25 | 17.0% | 84.6% | ||
| Q2 25 | 12.0% | — | ||
| Q1 25 | 10.3% | 79.8% | ||
| Q4 24 | 8.5% | — | ||
| Q3 24 | 10.7% | 67.3% | ||
| Q2 24 | 5.4% | 50.1% | ||
| Q1 24 | 6.8% | 53.0% |
现金转化率EXPVNET
| 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% |
VNET
暂无分部数据
