vs
EAGLE MATERIALS INC（EXP）与WillScot Holdings Corp（WSC）财务数据对比。点击上方公司名可切换其他公司
WillScot Holdings Corp的季度营收约是EAGLE MATERIALS INC的1.0倍（$566.0M vs $556.0M），EAGLE MATERIALS INC净利率更高（18.5% vs -33.1%，领先51.6%），EAGLE MATERIALS INC同比增速更快（-0.4% vs -6.1%），WillScot Holdings Corp自由现金流更多（$149.7M vs $60.8M），过去两年EAGLE MATERIALS INC的营收复合增速更高（8.0% vs -1.8%）
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。
WillScot Holdings Corp是北美领先的模块化空间及便携式存储服务供应商，服务覆盖建筑、商业开发、教育、医疗、政府项目、特殊活动等多个领域，为客户提供灵活可扩展的临时及半永久空间解决方案。
EXP vs WSC — 直观对比
营收规模更大
WSC
是对方的1.0倍
$556.0M
营收增速更快
EXP
高出5.7%
-6.1%
净利率更高
EXP
高出51.6%
-33.1%
自由现金流更多
WSC
多$89.0M
$60.8M
两年增速更快
EXP
近两年复合增速
-1.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.0M | $566.0M |
| 净利润 | $102.9M | $-187.3M |
| 毛利率 | 28.9% | 50.4% |
| 营业利润率 | — | -32.5% |
| 净利率 | 18.5% | -33.1% |
| 营收同比 | -0.4% | -6.1% |
| 净利润同比 | -13.9% | -310.0% |
| 每股收益（稀释后） | $3.22 | $-1.02 |
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EXPWSC
| Q4 25 | $556.0M | $566.0M | ||
| Q3 25 | $638.9M | $566.8M | ||
| Q2 25 | $634.7M | $589.1M | ||
| Q1 25 | $470.2M | $559.6M | ||
| Q4 24 | $558.0M | $602.5M | ||
| Q3 24 | $623.6M | $601.4M | ||
| Q2 24 | $608.7M | $604.6M | ||
| Q1 24 | $476.7M | $587.2M |
净利润EXPWSC
| Q4 25 | $102.9M | $-187.3M | ||
| Q3 25 | $137.4M | $43.3M | ||
| Q2 25 | $123.4M | $47.9M | ||
| Q1 25 | $66.5M | $43.1M | ||
| Q4 24 | $119.6M | $89.2M | ||
| Q3 24 | $143.5M | $-70.5M | ||
| Q2 24 | $133.8M | $-46.9M | ||
| Q1 24 | $77.1M | $56.2M |
毛利率EXPWSC
| Q4 25 | 28.9% | 50.4% | ||
| Q3 25 | 31.3% | 49.7% | ||
| Q2 25 | 29.2% | 50.3% | ||
| Q1 25 | 22.2% | 53.7% | ||
| Q4 24 | 31.9% | 55.8% | ||
| Q3 24 | 32.7% | 53.5% | ||
| Q2 24 | 30.7% | 54.1% | ||
| Q1 24 | 25.1% | 54.0% |
营业利润率EXPWSC
| Q4 25 | — | -32.5% | ||
| Q3 25 | — | 21.0% | ||
| Q2 25 | — | 21.5% | ||
| Q1 25 | — | 21.3% | ||
| Q4 24 | 32.8% | 28.9% | ||
| Q3 24 | 34.2% | -5.9% | ||
| Q2 24 | 32.0% | -0.9% | ||
| Q1 24 | 26.9% | 22.1% |
净利率EXPWSC
| Q4 25 | 18.5% | -33.1% | ||
| Q3 25 | 21.5% | 7.6% | ||
| Q2 25 | 19.4% | 8.1% | ||
| Q1 25 | 14.1% | 7.7% | ||
| Q4 24 | 21.4% | 14.8% | ||
| Q3 24 | 23.0% | -11.7% | ||
| Q2 24 | 22.0% | -7.7% | ||
| Q1 24 | 16.2% | 9.6% |
每股收益（稀释后）EXPWSC
| Q4 25 | $3.22 | $-1.02 | ||
| Q3 25 | $4.23 | $0.24 | ||
| Q2 25 | $3.76 | $0.26 | ||
| Q1 25 | $2.01 | $0.23 | ||
| Q4 24 | $3.56 | $0.48 | ||
| Q3 24 | $4.26 | $-0.37 | ||
| Q2 24 | $3.94 | $-0.25 | ||
| Q1 24 | $2.23 | $0.29 |
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 | $14.6M |
| 总债务越低越好 | — | $3.6B |
| 股东权益账面价值 | $1.5B | $856.3M |
| 总资产 | $3.8B | $5.8B |
| 负债/权益比越低杠杆越低 | — | 4.15× |
8季度趋势，按日历期对齐
现金及短期投资EXPWSC
| Q4 25 | $419.0M | $14.6M | ||
| Q3 25 | $35.0M | $14.8M | ||
| Q2 25 | $59.7M | $12.8M | ||
| Q1 25 | $20.4M | $10.7M | ||
| Q4 24 | $31.2M | $9.0M | ||
| Q3 24 | $93.9M | $11.0M | ||
| Q2 24 | $46.5M | $5.9M | ||
| Q1 24 | $34.9M | $13.1M |
总债务EXPWSC
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | $1.2B | $3.6B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.5B | ||
| Q1 24 | $1.1B | $3.5B |
股东权益EXPWSC
| Q4 25 | $1.5B | $856.3M | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.5B | $1.0B | ||
| Q1 25 | $1.5B | $1.0B | ||
| Q4 24 | $1.5B | $1.0B | ||
| Q3 24 | $1.4B | $1.1B | ||
| Q2 24 | $1.4B | $1.2B | ||
| Q1 24 | $1.3B | $1.3B |
总资产EXPWSC
| Q4 25 | $3.8B | $5.8B | ||
| Q3 25 | $3.4B | $6.1B | ||
| Q2 25 | $3.4B | $6.1B | ||
| Q1 25 | $3.3B | $6.0B | ||
| Q4 24 | $3.0B | $6.0B | ||
| Q3 24 | $3.1B | $6.0B | ||
| Q2 24 | $3.0B | $6.0B | ||
| Q1 24 | $2.9B | $6.2B |
负债/权益比EXPWSC
| Q4 25 | — | 4.15× | ||
| Q3 25 | — | 3.39× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | 0.86× | 3.56× | ||
| Q4 24 | — | 3.62× | ||
| Q3 24 | — | 3.42× | ||
| Q2 24 | — | 2.88× | ||
| Q1 24 | 0.84× | 2.63× |
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 | $158.9M |
| 自由现金流经营现金流 - 资本支出 | $60.8M | $149.7M |
| 自由现金流率自由现金流/营收 | 10.9% | 26.5% |
| 资本支出强度资本支出/营收 | 19.8% | 1.6% |
| 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 | $737.7M |
8季度趋势，按日历期对齐
经营现金流EXPWSC
| Q4 25 | $170.8M | $158.9M | ||
| Q3 25 | $204.6M | $191.2M | ||
| Q2 25 | $136.6M | $205.3M | ||
| Q1 25 | $62.8M | $206.6M | ||
| Q4 24 | $119.9M | $178.9M | ||
| Q3 24 | $233.3M | $-1.6M | ||
| Q2 24 | $132.6M | $175.6M | ||
| Q1 24 | $63.4M | $208.7M |
自由现金流EXPWSC
| Q4 25 | $60.8M | $149.7M | ||
| Q3 25 | $96.1M | $186.9M | ||
| Q2 25 | $60.5M | $199.0M | ||
| Q1 25 | $14.5M | $202.0M | ||
| Q4 24 | $72.5M | $176.6M | ||
| Q3 24 | $166.8M | $-4.9M | ||
| Q2 24 | $99.5M | $169.4M | ||
| Q1 24 | $30.9M | $202.1M |
自由现金流率EXPWSC
| Q4 25 | 10.9% | 26.5% | ||
| Q3 25 | 15.0% | 33.0% | ||
| Q2 25 | 9.5% | 33.8% | ||
| Q1 25 | 3.1% | 36.1% | ||
| Q4 24 | 13.0% | 29.3% | ||
| Q3 24 | 26.7% | -0.8% | ||
| Q2 24 | 16.3% | 28.0% | ||
| Q1 24 | 6.5% | 34.4% |
资本支出强度EXPWSC
| Q4 25 | 19.8% | 1.6% | ||
| Q3 25 | 17.0% | 0.7% | ||
| Q2 25 | 12.0% | 1.1% | ||
| Q1 25 | 10.3% | 0.8% | ||
| Q4 24 | 8.5% | 0.4% | ||
| Q3 24 | 10.7% | 0.6% | ||
| Q2 24 | 5.4% | 1.0% | ||
| Q1 24 | 6.8% | 1.1% |
现金转化率EXPWSC
| Q4 25 | 1.66× | — | ||
| Q3 25 | 1.49× | 4.41× | ||
| Q2 25 | 1.11× | 4.28× | ||
| Q1 25 | 0.94× | 4.80× | ||
| Q4 24 | 1.00× | 2.01× | ||
| Q3 24 | 1.63× | — | ||
| Q2 24 | 0.99× | — | ||
| Q1 24 | 0.82× | 3.71× |
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% |
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
