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Arhaus, Inc.（ARHS）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
Arhaus, Inc.の直近四半期売上が大きい（$364.8M vs $233.0M、CSW INDUSTRIALS, INC.の約1.6倍）。CSW INDUSTRIALS, INC.の純利益率が高く（4.4% vs 4.1%、差は0.3%）。CSW INDUSTRIALS, INC.の前年同期比売上増加率が高い（20.3% vs 5.1%）。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 $-8.8M）。過去8四半期でArhaus, Inc.の売上複合成長率が高い（11.2% vs 5.1%）
Arhaus, Inc.はアメリカ発の高級家具小売企業で、本社はオハイオ州ボストンハイツに置かれ、1986年に設立されました。ブランドは持続可能性と職人技による品質を重視し、豊富な品揃えを展開しています。オムニチャネル方式で個人消費者と法人顧客に対応し、住宅・商業向けの家具関連商品とサービスを提供しています。
ARHS vs CSW — 直接比較
売上が大きい
ARHS
1.6倍大きい
$233.0M
売上成長率が高い
CSW
+15.2%の差
5.1%
純利益率が高い
CSW
純利益率が0.3%高い
4.1%
フリーキャッシュフローが多い
CSW
FCF $31.5M多い
$-8.8M
2年売上CAGRが高い
ARHS
2年複合成長率
5.1%
損益計算書 — Q4 FY2025 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $364.8M | $233.0M |
| 純利益 | $15.1M | $10.3M |
| 粗利率 | 38.1% | 39.7% |
| 営業利益率 | 5.6% | 7.4% |
| 純利益率 | 4.1% | 4.4% |
| 売上前年比 | 5.1% | 20.3% |
| 純利益前年比 | -29.1% | -61.9% |
| EPS（希薄化後） | $0.11 | $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ARHSCSW
| Q4 25 | $364.8M | $233.0M | ||
| Q3 25 | $344.6M | $277.0M | ||
| Q2 25 | $358.4M | $263.6M | ||
| Q1 25 | $311.4M | $230.5M | ||
| Q4 24 | $347.0M | $193.6M | ||
| Q3 24 | $319.1M | $227.9M | ||
| Q2 24 | $309.8M | $226.2M | ||
| Q1 24 | $295.2M | $210.9M |
純利益ARHSCSW
| Q4 25 | $15.1M | $10.3M | ||
| Q3 25 | $12.2M | $40.7M | ||
| Q2 25 | $35.1M | $40.9M | ||
| Q1 25 | $4.9M | $35.1M | ||
| Q4 24 | $21.3M | $26.9M | ||
| Q3 24 | $9.9M | $36.1M | ||
| Q2 24 | $22.2M | $38.6M | ||
| Q1 24 | $15.1M | $31.8M |
粗利率ARHSCSW
| Q4 25 | 38.1% | 39.7% | ||
| Q3 25 | 38.7% | 43.0% | ||
| Q2 25 | 41.4% | 43.8% | ||
| Q1 25 | 37.1% | 44.2% | ||
| Q4 24 | 40.0% | 41.4% | ||
| Q3 24 | 38.6% | 45.6% | ||
| Q2 24 | 40.1% | 47.5% | ||
| Q1 24 | 39.0% | 44.4% |
営業利益率ARHSCSW
| Q4 25 | 5.6% | 7.4% | ||
| Q3 25 | 4.8% | 20.5% | ||
| Q2 25 | 13.0% | 20.8% | ||
| Q1 25 | 1.7% | 19.5% | ||
| Q4 24 | 8.2% | 15.3% | ||
| Q3 24 | 3.3% | 22.6% | ||
| Q2 24 | 9.5% | 24.3% | ||
| Q1 24 | 6.2% | 21.0% |
純利益率ARHSCSW
| Q4 25 | 4.1% | 4.4% | ||
| Q3 25 | 3.5% | 14.7% | ||
| Q2 25 | 9.8% | 15.5% | ||
| Q1 25 | 1.6% | 15.2% | ||
| Q4 24 | 6.1% | 13.9% | ||
| Q3 24 | 3.1% | 15.8% | ||
| Q2 24 | 7.2% | 17.1% | ||
| Q1 24 | 5.1% | 15.1% |
EPS（希薄化後）ARHSCSW
| Q4 25 | $0.11 | $0.62 | ||
| Q3 25 | $0.09 | $2.41 | ||
| Q2 25 | $0.25 | $2.43 | ||
| Q1 25 | $0.03 | $2.05 | ||
| Q4 24 | $0.15 | $1.60 | ||
| Q3 24 | $0.07 | $2.26 | ||
| Q2 24 | $0.16 | $2.47 | ||
| Q1 24 | $0.11 | $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 | $253.4M | $40.2M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $418.2M | $1.1B |
| 総資産 | $1.4B | $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ARHSCSW
| Q4 25 | $253.4M | $40.2M | ||
| Q3 25 | $262.2M | $31.5M | ||
| Q2 25 | $234.8M | $38.0M | ||
| Q1 25 | $214.4M | $225.8M | ||
| Q4 24 | $197.5M | $213.8M | ||
| Q3 24 | $177.7M | $273.2M | ||
| Q2 24 | $174.2M | $18.9M | ||
| Q1 24 | $233.2M | $22.2M |
総負債ARHSCSW
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $800.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $166.0M |
株主資本ARHSCSW
| Q4 25 | $418.2M | $1.1B | ||
| Q3 25 | $400.4M | $1.1B | ||
| Q2 25 | $385.6M | $1.1B | ||
| Q1 25 | $348.8M | $1.1B | ||
| Q4 24 | $343.7M | $1.0B | ||
| Q3 24 | $320.6M | $1.0B | ||
| Q2 24 | $309.3M | $650.2M | ||
| Q1 24 | $285.6M | $615.7M |
総資産ARHSCSW
| Q4 25 | $1.4B | $2.3B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.2B | $1.4B | ||
| Q3 24 | $1.2B | $1.4B | ||
| Q2 24 | $1.2B | $1.1B | ||
| Q1 24 | $1.2B | $1.0B |
負債/資本比率ARHSCSW
| 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 | $9.3M | $28.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $-8.8M | $22.7M |
| FCFマージンFCF / 売上 | -2.4% | 9.8% |
| 設備投資強度設備投資 / 売上 | 5.0% | 2.6% |
| キャッシュ転換率営業CF / 純利益 | 0.62× | 2.81× |
| 直近12ヶ月FCF直近4四半期 | $59.0M | $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ARHSCSW
| Q4 25 | $9.3M | $28.9M | ||
| Q3 25 | $46.1M | $61.8M | ||
| Q2 25 | $34.9M | $60.6M | ||
| Q1 25 | $46.5M | $27.3M | ||
| Q4 24 | $31.7M | $11.6M | ||
| Q3 24 | $31.1M | $66.8M | ||
| Q2 24 | $47.5M | $62.7M | ||
| Q1 24 | $36.8M | $22.4M |
フリーキャッシュフローARHSCSW
| Q4 25 | $-8.8M | $22.7M | ||
| Q3 25 | $28.0M | $58.7M | ||
| Q2 25 | $20.9M | $57.7M | ||
| Q1 25 | $18.9M | $22.8M | ||
| Q4 24 | $13.0M | $8.5M | ||
| Q3 24 | $4.6M | $61.3M | ||
| Q2 24 | $11.3M | $59.6M | ||
| Q1 24 | $10.9M | $17.5M |
FCFマージンARHSCSW
| Q4 25 | -2.4% | 9.8% | ||
| Q3 25 | 8.1% | 21.2% | ||
| Q2 25 | 5.8% | 21.9% | ||
| Q1 25 | 6.1% | 9.9% | ||
| Q4 24 | 3.7% | 4.4% | ||
| Q3 24 | 1.4% | 26.9% | ||
| Q2 24 | 3.6% | 26.3% | ||
| Q1 24 | 3.7% | 8.3% |
設備投資強度ARHSCSW
| Q4 25 | 5.0% | 2.6% | ||
| Q3 25 | 5.3% | 1.1% | ||
| Q2 25 | 3.9% | 1.1% | ||
| Q1 25 | 8.9% | 2.0% | ||
| Q4 24 | 5.4% | 1.6% | ||
| Q3 24 | 8.3% | 2.4% | ||
| Q2 24 | 11.7% | 1.4% | ||
| Q1 24 | 8.8% | 2.3% |
キャッシュ転換率ARHSCSW
| Q4 25 | 0.62× | 2.81× | ||
| Q3 25 | 3.77× | 1.52× | ||
| Q2 25 | 1.00× | 1.48× | ||
| Q1 25 | 9.53× | 0.78× | ||
| Q4 24 | 1.49× | 0.43× | ||
| Q3 24 | 3.14× | 1.85× | ||
| Q2 24 | 2.14× | 1.62× | ||
| Q1 24 | 2.44× | 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
ARHS
| Sales Channel Retail | $305.7M | 84% |
| Sales Channel E Commerce | $59.2M | 16% |
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
