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EAGLE MATERIALS INC（EXP）与Walker & Dunlop, Inc.（WD）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Walker & Dunlop, Inc.的1.6倍（$556.0M vs $340.0M），EAGLE MATERIALS INC净利率更高（18.5% vs -12.9%，领先31.4%），EAGLE MATERIALS INC同比增速更快（-0.4% vs -0.4%），EAGLE MATERIALS INC自由现金流更多（$60.8M vs $-680.1M），过去两年Walker & Dunlop, Inc.的营收复合增速更高（22.1% 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。
Walker & Dunlop, Inc.是美国乃至全球规模领先的商业地产金融与咨询服务机构，为客户提供覆盖商业地产领域的多元金融解决方案及专业咨询服务，业务辐射全球多个市场，在行业内拥有深厚的资源积累与广泛的市场认可度。
EXP vs WD — 直观对比
营收规模更大
EXP
是对方的1.6倍
$340.0M
营收增速更快
EXP
高出0.0%
-0.4%
净利率更高
EXP
高出31.4%
-12.9%
自由现金流更多
EXP
多$740.8M
$-680.1M
两年增速更快
WD
近两年复合增速
8.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $340.0M |
| 净利润 | $102.9M | $-13.9M |
| 毛利率 | 28.9% | — |
| 营业利润率 | — | -17.2% |
| 净利率 | 18.5% | -12.9% |
| 营收同比 | -0.4% | -0.4% |
| 净利润同比 | -13.9% | -131.0% |
| 每股收益（稀释后） | $3.22 | $-0.41 |
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EXPWD
| Q4 25 | $556.0M | $340.0M | ||
| Q3 25 | $638.9M | $337.7M | ||
| Q2 25 | $634.7M | $319.2M | ||
| Q1 25 | $470.2M | $237.4M | ||
| Q4 24 | $558.0M | $341.5M | ||
| Q3 24 | $623.6M | $292.3M | ||
| Q2 24 | $608.7M | $270.7M | ||
| Q1 24 | $476.7M | $228.1M |
净利润EXPWD
| Q4 25 | $102.9M | $-13.9M | ||
| Q3 25 | $137.4M | $33.5M | ||
| Q2 25 | $123.4M | $34.0M | ||
| Q1 25 | $66.5M | $2.8M | ||
| Q4 24 | $119.6M | $44.8M | ||
| Q3 24 | $143.5M | $28.8M | ||
| Q2 24 | $133.8M | $22.7M | ||
| Q1 24 | $77.1M | $11.9M |
毛利率EXPWD
| 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EXPWD
| Q4 25 | — | -17.2% | ||
| Q3 25 | — | 13.6% | ||
| Q2 25 | — | 14.5% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | 32.8% | 15.3% | ||
| Q3 24 | 34.2% | 12.8% | ||
| Q2 24 | 32.0% | 10.4% | ||
| Q1 24 | 26.9% | 6.0% |
净利率EXPWD
| Q4 25 | 18.5% | -12.9% | ||
| Q3 25 | 21.5% | 9.9% | ||
| Q2 25 | 19.4% | 10.6% | ||
| Q1 25 | 14.1% | 1.2% | ||
| Q4 24 | 21.4% | 13.1% | ||
| Q3 24 | 23.0% | 9.9% | ||
| Q2 24 | 22.0% | 8.4% | ||
| Q1 24 | 16.2% | 5.2% |
每股收益（稀释后）EXPWD
| Q4 25 | $3.22 | $-0.41 | ||
| Q3 25 | $4.23 | $0.98 | ||
| Q2 25 | $3.76 | $0.99 | ||
| Q1 25 | $2.01 | $0.08 | ||
| Q4 24 | $3.56 | $1.32 | ||
| Q3 24 | $4.26 | $0.85 | ||
| Q2 24 | $3.94 | $0.67 | ||
| Q1 24 | $2.23 | $0.35 |
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 | $299.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $1.7B |
| 总资产 | $3.8B | $5.1B |
| 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EXPWD
| Q4 25 | $419.0M | $299.3M | ||
| Q3 25 | $35.0M | $274.8M | ||
| Q2 25 | $59.7M | $233.7M | ||
| Q1 25 | $20.4M | $181.0M | ||
| Q4 24 | $31.2M | $279.3M | ||
| Q3 24 | $93.9M | $179.8M | ||
| Q2 24 | $46.5M | $208.1M | ||
| Q1 24 | $34.9M | $216.5M |
总债务EXPWD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $1.1B | — |
股东权益EXPWD
| Q4 25 | $1.5B | $1.7B | ||
| Q3 25 | $1.5B | $1.8B | ||
| Q2 25 | $1.5B | $1.8B | ||
| Q1 25 | $1.5B | $1.7B | ||
| Q4 24 | $1.5B | $1.7B | ||
| Q3 24 | $1.4B | $1.7B | ||
| Q2 24 | $1.4B | $1.7B | ||
| Q1 24 | $1.3B | $1.7B |
总资产EXPWD
| Q4 25 | $3.8B | $5.1B | ||
| Q3 25 | $3.4B | $5.8B | ||
| Q2 25 | $3.4B | $4.7B | ||
| Q1 25 | $3.3B | $4.5B | ||
| Q4 24 | $3.0B | $4.4B | ||
| Q3 24 | $3.1B | $4.6B | ||
| Q2 24 | $3.0B | $4.2B | ||
| Q1 24 | $2.9B | $3.8B |
负债/权益比EXPWD
| 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 | $-664.3M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $-680.1M |
| 自由现金流率自由现金流/营收 | 10.9% | -200.0% |
| 资本支出强度资本支出/营收 | 19.8% | 4.6% |
| 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 | $-2.2B |
8季度趋势，按日历期对齐
经营现金流EXPWD
| Q4 25 | $170.8M | $-664.3M | ||
| Q3 25 | $204.6M | $-948.1M | ||
| Q2 25 | $136.6M | $-238.5M | ||
| Q1 25 | $62.8M | $-281.1M | ||
| Q4 24 | $119.9M | $129.4M | ||
| Q3 24 | $233.3M | $-202.0M | ||
| Q2 24 | $132.6M | $-237.8M | ||
| Q1 24 | $63.4M | $38.4M |
自由现金流EXPWD
| Q4 25 | $60.8M | $-680.1M | ||
| Q3 25 | $96.1M | $-950.4M | ||
| Q2 25 | $60.5M | $-241.0M | ||
| Q1 25 | $14.5M | $-284.7M | ||
| Q4 24 | $72.5M | $116.4M | ||
| Q3 24 | $166.8M | $-204.0M | ||
| Q2 24 | $99.5M | $-241.7M | ||
| Q1 24 | $30.9M | $35.2M |
自由现金流率EXPWD
| Q4 25 | 10.9% | -200.0% | ||
| Q3 25 | 15.0% | -281.5% | ||
| Q2 25 | 9.5% | -75.5% | ||
| Q1 25 | 3.1% | -120.0% | ||
| Q4 24 | 13.0% | 34.1% | ||
| Q3 24 | 26.7% | -69.8% | ||
| Q2 24 | 16.3% | -89.3% | ||
| Q1 24 | 6.5% | 15.4% |
资本支出强度EXPWD
| Q4 25 | 19.8% | 4.6% | ||
| Q3 25 | 17.0% | 0.7% | ||
| Q2 25 | 12.0% | 0.8% | ||
| Q1 25 | 10.3% | 1.5% | ||
| Q4 24 | 8.5% | 3.8% | ||
| Q3 24 | 10.7% | 0.7% | ||
| Q2 24 | 5.4% | 1.4% | ||
| Q1 24 | 6.8% | 1.4% |
现金转化率EXPWD
| Q4 25 | 1.66× | — | ||
| Q3 25 | 1.49× | -28.34× | ||
| Q2 25 | 1.11× | -7.02× | ||
| Q1 25 | 0.94× | -102.07× | ||
| Q4 24 | 1.00× | 2.89× | ||
| Q3 24 | 1.63× | -7.01× | ||
| Q2 24 | 0.99× | -10.49× | ||
| Q1 24 | 0.82× | 3.24× |
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% |
WD
暂无分部数据
