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EAGLE MATERIALS INC（EXP）与Vontier Corp（VNT）财务数据对比。点击上方公司名可切换其他公司
Vontier Corp的季度营收约是EAGLE MATERIALS INC的1.5倍（$808.5M vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs 15.3%，领先3.2%），Vontier Corp同比增速更快（4.1% vs -0.4%），Vontier Corp自由现金流更多（$174.8M vs $60.8M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs 3.4%）
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。
Vontier Corp是一家总部位于美国北卡罗来纳州罗利市的工业制造企业，旗下拥有Gilbarco Veeder-Root、Matco Tools、Teletrac Navman等核心品牌，还控股Hennessy Industries、Gasboy、全球交通技术（GTT）等多家子公司，业务覆盖多个工业制造细分领域。
EXP vs VNT — 直观对比
营收规模更大
VNT
是对方的1.5倍
$556.0M
营收增速更快
VNT
高出4.5%
-0.4%
净利率更高
EXP
高出3.2%
15.3%
自由现金流更多
VNT
多$114.0M
$60.8M
两年增速更快
EXP
近两年复合增速
3.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $808.5M |
| 净利润 | $102.9M | $123.5M |
| 毛利率 | 28.9% | — |
| 营业利润率 | — | 18.9% |
| 净利率 | 18.5% | 15.3% |
| 营收同比 | -0.4% | 4.1% |
| 净利润同比 | -13.9% | 0.0% |
| 每股收益（稀释后） | $3.22 | $0.85 |
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EXPVNT
| Q4 25 | $556.0M | $808.5M | ||
| Q3 25 | $638.9M | $752.5M | ||
| Q2 25 | $634.7M | $773.5M | ||
| Q1 25 | $470.2M | $741.1M | ||
| Q4 24 | $558.0M | $776.8M | ||
| Q3 24 | $623.6M | $750.0M | ||
| Q2 24 | $608.7M | $696.4M | ||
| Q1 24 | $476.7M | $755.8M |
净利润EXPVNT
| Q4 25 | $102.9M | $123.5M | ||
| Q3 25 | $137.4M | $102.8M | ||
| Q2 25 | $123.4M | $91.9M | ||
| Q1 25 | $66.5M | $87.9M | ||
| Q4 24 | $119.6M | $123.5M | ||
| Q3 24 | $143.5M | $91.8M | ||
| Q2 24 | $133.8M | $70.1M | ||
| Q1 24 | $77.1M | $136.8M |
毛利率EXPVNT
| Q4 25 | 28.9% | — | ||
| Q3 25 | 31.3% | 47.3% | ||
| Q2 25 | 29.2% | 47.9% | ||
| Q1 25 | 22.2% | 47.3% | ||
| Q4 24 | 31.9% | — | ||
| Q3 24 | 32.7% | 47.2% | ||
| Q2 24 | 30.7% | 48.2% | ||
| Q1 24 | 25.1% | 49.2% |
营业利润率EXPVNT
| Q4 25 | — | 18.9% | ||
| Q3 25 | — | 18.9% | ||
| Q2 25 | — | 17.6% | ||
| Q1 25 | — | 17.6% | ||
| Q4 24 | 32.8% | 19.2% | ||
| Q3 24 | 34.2% | 17.5% | ||
| Q2 24 | 32.0% | 16.4% | ||
| Q1 24 | 26.9% | 18.8% |
净利率EXPVNT
| Q4 25 | 18.5% | 15.3% | ||
| Q3 25 | 21.5% | 13.7% | ||
| Q2 25 | 19.4% | 11.9% | ||
| Q1 25 | 14.1% | 11.9% | ||
| Q4 24 | 21.4% | 15.9% | ||
| Q3 24 | 23.0% | 12.2% | ||
| Q2 24 | 22.0% | 10.1% | ||
| Q1 24 | 16.2% | 18.1% |
每股收益（稀释后）EXPVNT
| Q4 25 | $3.22 | $0.85 | ||
| Q3 25 | $4.23 | $0.70 | ||
| Q2 25 | $3.76 | $0.62 | ||
| Q1 25 | $2.01 | $0.59 | ||
| Q4 24 | $3.56 | $0.82 | ||
| Q3 24 | $4.26 | $0.60 | ||
| Q2 24 | $3.94 | $0.45 | ||
| Q1 24 | $2.23 | $0.88 |
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 | $492.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $1.2B |
| 总资产 | $3.8B | $4.4B |
| 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EXPVNT
| Q4 25 | $419.0M | $492.2M | ||
| Q3 25 | $35.0M | $433.8M | ||
| Q2 25 | $59.7M | $364.2M | ||
| Q1 25 | $20.4M | $333.6M | ||
| Q4 24 | $31.2M | $356.4M | ||
| Q3 24 | $93.9M | $330.9M | ||
| Q2 24 | $46.5M | $331.3M | ||
| Q1 24 | $34.9M | $406.0M |
总债务EXPVNT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.1B | — |
股东权益EXPVNT
| Q4 25 | $1.5B | $1.2B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.5B | $1.1B | ||
| Q4 24 | $1.5B | $1.1B | ||
| Q3 24 | $1.4B | $1.0B | ||
| Q2 24 | $1.4B | $1.0B | ||
| Q1 24 | $1.3B | $984.9M |
总资产EXPVNT
| Q4 25 | $3.8B | $4.4B | ||
| Q3 25 | $3.4B | $4.4B | ||
| Q2 25 | $3.4B | $4.4B | ||
| Q1 25 | $3.3B | $4.3B | ||
| Q4 24 | $3.0B | $4.3B | ||
| Q3 24 | $3.1B | $4.3B | ||
| Q2 24 | $3.0B | $4.2B | ||
| Q1 24 | $2.9B | $4.3B |
负债/权益比EXPVNT
| 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 | $190.1M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $174.8M |
| 自由现金流率自由现金流/营收 | 10.9% | 21.6% |
| 资本支出强度资本支出/营收 | 19.8% | 1.9% |
| 现金转化率经营现金流/净利润 | 1.66× | 1.54× |
| 过去12个月自由现金流最近4个季度 | $231.8M | $441.1M |
8季度趋势，按日历期对齐
经营现金流EXPVNT
| Q4 25 | $170.8M | $190.1M | ||
| Q3 25 | $204.6M | $110.5M | ||
| Q2 25 | $136.6M | $100.0M | ||
| Q1 25 | $62.8M | $110.4M | ||
| Q4 24 | $119.9M | $168.1M | ||
| Q3 24 | $233.3M | $121.8M | ||
| Q2 24 | $132.6M | $46.1M | ||
| Q1 24 | $63.4M | $91.5M |
自由现金流EXPVNT
| Q4 25 | $60.8M | $174.8M | ||
| Q3 25 | $96.1M | $90.3M | ||
| Q2 25 | $60.5M | $83.3M | ||
| Q1 25 | $14.5M | $92.7M | ||
| Q4 24 | $72.5M | $148.0M | ||
| Q3 24 | $166.8M | $103.2M | ||
| Q2 24 | $99.5M | $22.3M | ||
| Q1 24 | $30.9M | $71.3M |
自由现金流率EXPVNT
| Q4 25 | 10.9% | 21.6% | ||
| Q3 25 | 15.0% | 12.0% | ||
| Q2 25 | 9.5% | 10.8% | ||
| Q1 25 | 3.1% | 12.5% | ||
| Q4 24 | 13.0% | 19.1% | ||
| Q3 24 | 26.7% | 13.8% | ||
| Q2 24 | 16.3% | 3.2% | ||
| Q1 24 | 6.5% | 9.4% |
资本支出强度EXPVNT
| Q4 25 | 19.8% | 1.9% | ||
| Q3 25 | 17.0% | 2.7% | ||
| Q2 25 | 12.0% | 2.2% | ||
| Q1 25 | 10.3% | 2.4% | ||
| Q4 24 | 8.5% | 2.6% | ||
| Q3 24 | 10.7% | 2.5% | ||
| Q2 24 | 5.4% | 3.4% | ||
| Q1 24 | 6.8% | 2.7% |
现金转化率EXPVNT
| Q4 25 | 1.66× | 1.54× | ||
| Q3 25 | 1.49× | 1.07× | ||
| Q2 25 | 1.11× | 1.09× | ||
| Q1 25 | 0.94× | 1.26× | ||
| Q4 24 | 1.00× | 1.36× | ||
| Q3 24 | 1.63× | 1.33× | ||
| Q2 24 | 0.99× | 0.66× | ||
| Q1 24 | 0.82× | 0.67× |
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% |
VNT
| Environmental Fueling Solutions Segment | $387.5M | 48% |
| Services | $191.0M | 24% |
| Repair Solutions Segment | $144.5M | 18% |
| Other | $85.5M | 11% |
