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エア・プロダクツ（APD）とCSW INDUSTRIALS, INC.（CSW）の財務データ比較。上の社名をクリックして会社を切り替えられます
エア・プロダクツの直近四半期売上が大きい（$3.1B vs $233.0M、CSW INDUSTRIALS, INC.の約13.3倍）。エア・プロダクツの純利益率が高く（21.9% vs 4.4%、差は17.5%）。CSW INDUSTRIALS, INC.の前年同期比売上増加率が高い（20.3% vs 5.8%）。CSW INDUSTRIALS, INC.の直近四半期フリーキャッシュフローが多い（$22.7M vs $-350.5M）。過去8四半期でCSW INDUSTRIALS, INC.の売上複合成長率が高い（5.1% vs 2.9%）
エア・プロダクツは世界中で大気ガス、プロセスガス、特殊ガス、関連機器及びサービスを提供する大手産業ガス企業です。酸素、窒素、アルゴン、水素、ヘリウム、二酸化炭素、一酸化炭素、合成ガスを取り扱うほか、空分装置や非極低温発生装置なども供給し、石油精製、化学工業、ガス化など多様な業界に対応しています。
APD vs CSW — 直接比較
売上が大きい
APD
13.3倍大きい
$233.0M
売上成長率が高い
CSW
+14.5%の差
5.8%
純利益率が高い
APD
純利益率が17.5%高い
4.4%
フリーキャッシュフローが多い
CSW
FCF $373.2M多い
$-350.5M
2年売上CAGRが高い
CSW
2年複合成長率
2.9%
損益計算書 — Q1 2026 vs Q3 2026
| 指標 | | |
|---|---|---|
| 売上 | $3.1B | $233.0M |
| 純利益 | $678.2M | $10.3M |
| 粗利率 | 32.1% | 39.7% |
| 営業利益率 | 23.7% | 7.4% |
| 純利益率 | 21.9% | 4.4% |
| 売上前年比 | 5.8% | 20.3% |
| 純利益前年比 | 9.8% | -61.9% |
| EPS（希薄化後） | $3.04 | $0.62 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
売上APDCSW
| Q4 25 | $3.1B | $233.0M | ||
| Q3 25 | $3.2B | $277.0M | ||
| Q2 25 | $3.0B | $263.6M | ||
| Q1 25 | $2.9B | $230.5M | ||
| Q4 24 | $2.9B | $193.6M | ||
| Q3 24 | $3.2B | $227.9M | ||
| Q2 24 | $3.0B | $226.2M | ||
| Q1 24 | $2.9B | $210.9M |
純利益APDCSW
| Q4 25 | $678.2M | $10.3M | ||
| Q3 25 | $4.9M | $40.7M | ||
| Q2 25 | $713.8M | $40.9M | ||
| Q1 25 | $-1.7B | $35.1M | ||
| Q4 24 | $617.4M | $26.9M | ||
| Q3 24 | $1.9B | $36.1M | ||
| Q2 24 | $696.6M | $38.6M | ||
| Q1 24 | $572.4M | $31.8M |
粗利率APDCSW
| Q4 25 | 32.1% | 39.7% | ||
| Q3 25 | 32.3% | 43.0% | ||
| Q2 25 | 32.5% | 43.8% | ||
| Q1 25 | 29.6% | 44.2% | ||
| Q4 24 | 31.2% | 41.4% | ||
| Q3 24 | 34.0% | 45.6% | ||
| Q2 24 | 32.8% | 47.5% | ||
| Q1 24 | 32.0% | 44.4% |
営業利益率APDCSW
| Q4 25 | 23.7% | 7.4% | ||
| Q3 25 | 0.5% | 20.5% | ||
| Q2 25 | 26.2% | 20.8% | ||
| Q1 25 | -79.8% | 19.5% | ||
| Q4 24 | 22.0% | 15.3% | ||
| Q3 24 | 76.1% | 22.6% | ||
| Q2 24 | 24.7% | 24.3% | ||
| Q1 24 | 21.7% | 21.0% |
純利益率APDCSW
| Q4 25 | 21.9% | 4.4% | ||
| Q3 25 | 0.2% | 14.7% | ||
| Q2 25 | 23.6% | 15.5% | ||
| Q1 25 | -59.3% | 15.2% | ||
| Q4 24 | 21.1% | 13.9% | ||
| Q3 24 | 61.2% | 15.8% | ||
| Q2 24 | 23.3% | 17.1% | ||
| Q1 24 | 19.5% | 15.1% |
EPS（希薄化後）APDCSW
| Q4 25 | $3.04 | $0.62 | ||
| Q3 25 | $0.03 | $2.41 | ||
| Q2 25 | $3.20 | $2.43 | ||
| Q1 25 | $-7.77 | $2.05 | ||
| Q4 24 | $2.77 | $1.60 | ||
| Q3 24 | $8.75 | $2.26 | ||
| Q2 24 | $3.13 | $2.47 | ||
| Q1 24 | $2.57 | $2.03 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $1.0B | $40.2M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $15.4B | $1.1B |
| 総資産 | $41.2B | $2.3B |
| 負債/資本比率低いほどレバレッジが低い | — | — |
8四半期トレンド — 暦四半期で整列
現金・短期投資APDCSW
| Q4 25 | $1.0B | $40.2M | ||
| Q3 25 | $1.9B | $31.5M | ||
| Q2 25 | $2.3B | $38.0M | ||
| Q1 25 | $1.6B | $225.8M | ||
| Q4 24 | $2.0B | $213.8M | ||
| Q3 24 | $3.0B | $273.2M | ||
| Q2 24 | $2.4B | $18.9M | ||
| Q1 24 | $2.6B | $22.2M |
総負債APDCSW
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $800.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $166.0M |
株主資本APDCSW
| Q4 25 | $15.4B | $1.1B | ||
| Q3 25 | $15.0B | $1.1B | ||
| Q2 25 | $15.5B | $1.1B | ||
| Q1 25 | $14.7B | $1.1B | ||
| Q4 24 | $16.7B | $1.0B | ||
| Q3 24 | $17.0B | $1.0B | ||
| Q2 24 | $15.1B | $650.2M | ||
| Q1 24 | $14.9B | $615.7M |
総資産APDCSW
| Q4 25 | $41.2B | $2.3B | ||
| Q3 25 | $41.1B | $1.5B | ||
| Q2 25 | $41.7B | $1.5B | ||
| Q1 25 | $38.9B | $1.4B | ||
| Q4 24 | $40.0B | $1.4B | ||
| Q3 24 | $39.6B | $1.4B | ||
| Q2 24 | $37.0B | $1.1B | ||
| Q1 24 | $35.9B | $1.0B |
負債/資本比率APDCSW
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.27× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $900.7M | $28.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $-350.5M | $22.7M |
| FCFマージンFCF / 売上 | -11.3% | 9.8% |
| 設備投資強度設備投資 / 売上 | 40.3% | 2.6% |
| キャッシュ転換率営業CF / 純利益 | 1.33× | 2.81× |
| 直近12ヶ月FCF直近4四半期 | — | $162.0M |
8四半期トレンド — 暦四半期で整列
営業キャッシュフローAPDCSW
| Q4 25 | $900.7M | $28.9M | ||
| Q3 25 | — | $61.8M | ||
| Q2 25 | $855.8M | $60.6M | ||
| Q1 25 | $328.1M | $27.3M | ||
| Q4 24 | $811.7M | $11.6M | ||
| Q3 24 | — | $66.8M | ||
| Q2 24 | $1.3B | $62.7M | ||
| Q1 24 | $801.7M | $22.4M |
フリーキャッシュフローAPDCSW
| Q4 25 | $-350.5M | $22.7M | ||
| Q3 25 | — | $58.7M | ||
| Q2 25 | $-640.0M | $57.7M | ||
| Q1 25 | $-1.6B | $22.8M | ||
| Q4 24 | $-1.3B | $8.5M | ||
| Q3 24 | — | $61.3M | ||
| Q2 24 | $-345.2M | $59.6M | ||
| Q1 24 | $-867.7M | $17.5M |
FCFマージンAPDCSW
| Q4 25 | -11.3% | 9.8% | ||
| Q3 25 | — | 21.2% | ||
| Q2 25 | -21.2% | 21.9% | ||
| Q1 25 | -53.6% | 9.9% | ||
| Q4 24 | -44.5% | 4.4% | ||
| Q3 24 | — | 26.9% | ||
| Q2 24 | -11.6% | 26.3% | ||
| Q1 24 | -29.6% | 8.3% |
設備投資強度APDCSW
| Q4 25 | 40.3% | 2.6% | ||
| Q3 25 | 47.9% | 1.1% | ||
| Q2 25 | 49.5% | 1.1% | ||
| Q1 25 | 64.9% | 2.0% | ||
| Q4 24 | 72.2% | 1.6% | ||
| Q3 24 | 65.1% | 2.4% | ||
| Q2 24 | 53.8% | 1.4% | ||
| Q1 24 | 57.0% | 2.3% |
キャッシュ転換率APDCSW
| Q4 25 | 1.33× | 2.81× | ||
| Q3 25 | — | 1.52× | ||
| Q2 25 | 1.20× | 1.48× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | 1.31× | 0.43× | ||
| Q3 24 | — | 1.85× | ||
| Q2 24 | 1.81× | 1.62× | ||
| Q1 24 | 1.40× | 0.71× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
APD
| Other | $1.6B | 53% |
| Onsite | $783.9M | 25% |
| Merchant | $557.8M | 18% |
| Saleof Equipment | $117.0M | 4% |
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
