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Bandwidth Inc.（BAND）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
CSW INDUSTRIALS, INC.の直近四半期売上が大きい（$233.0M vs $207.7M、Bandwidth Inc.の約1.1倍）。CSW INDUSTRIALS, INC.の前年同期比売上増加率が高い（20.3% vs -1.1%）。過去8四半期でBandwidth Inc.の売上複合成長率が高い（10.2% vs 5.1%）
Bandwidth Inc.は通信プラットフォーム・アズ・ア・サービス企業です。自社所有のグローバルIP音声ネットワークを活用し、音声通話、テキストメッセージ、緊急通報サービス向けのソフトウェアAPIを提供しており、顧客は同社のソリューションで必要な通信機能を迅速に構築できます。
BAND vs CSW — 直接比較
売上が大きい
CSW
1.1倍大きい
$207.7M
売上成長率が高い
CSW
+21.4%の差
-1.1%
2年売上CAGRが高い
BAND
2年複合成長率
5.1%
損益計算書 — Q4 FY2025 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $207.7M | $233.0M |
| 純利益 | — | $10.3M |
| 粗利率 | 37.6% | 39.7% |
| 営業利益率 | -1.9% | 7.4% |
| 純利益率 | — | 4.4% |
| 売上前年比 | -1.1% | 20.3% |
| 純利益前年比 | — | -61.9% |
| EPS（希薄化後） | $-0.10 | $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BANDCSW
| Q4 25 | $207.7M | $233.0M | ||
| Q3 25 | $191.9M | $277.0M | ||
| Q2 25 | $180.0M | $263.6M | ||
| Q1 25 | $174.2M | $230.5M | ||
| Q4 24 | $210.0M | $193.6M | ||
| Q3 24 | $193.9M | $227.9M | ||
| Q2 24 | $173.6M | $226.2M | ||
| Q1 24 | $171.0M | $210.9M |
純利益BANDCSW
| Q4 25 | — | $10.3M | ||
| Q3 25 | $-1.2M | $40.7M | ||
| Q2 25 | $-4.9M | $40.9M | ||
| Q1 25 | $-3.7M | $35.1M | ||
| Q4 24 | — | $26.9M | ||
| Q3 24 | $413.0K | $36.1M | ||
| Q2 24 | $4.1M | $38.6M | ||
| Q1 24 | $-9.2M | $31.8M |
粗利率BANDCSW
| Q4 25 | 37.6% | 39.7% | ||
| Q3 25 | 38.5% | 43.0% | ||
| Q2 25 | 39.8% | 43.8% | ||
| Q1 25 | 41.0% | 44.2% | ||
| Q4 24 | 36.4% | 41.4% | ||
| Q3 24 | 37.7% | 45.6% | ||
| Q2 24 | 37.3% | 47.5% | ||
| Q1 24 | 38.3% | 44.4% |
営業利益率BANDCSW
| Q4 25 | -1.9% | 7.4% | ||
| Q3 25 | -1.0% | 20.5% | ||
| Q2 25 | -2.1% | 20.8% | ||
| Q1 25 | -2.7% | 19.5% | ||
| Q4 24 | -1.3% | 15.3% | ||
| Q3 24 | -0.5% | 22.6% | ||
| Q2 24 | -3.5% | 24.3% | ||
| Q1 24 | -6.1% | 21.0% |
純利益率BANDCSW
| Q4 25 | — | 4.4% | ||
| Q3 25 | -0.6% | 14.7% | ||
| Q2 25 | -2.7% | 15.5% | ||
| Q1 25 | -2.1% | 15.2% | ||
| Q4 24 | — | 13.9% | ||
| Q3 24 | 0.2% | 15.8% | ||
| Q2 24 | 2.3% | 17.1% | ||
| Q1 24 | -5.4% | 15.1% |
EPS（希薄化後）BANDCSW
| Q4 25 | $-0.10 | $0.62 | ||
| Q3 25 | $-0.04 | $2.41 | ||
| Q2 25 | $-0.16 | $2.43 | ||
| Q1 25 | $-0.13 | $2.05 | ||
| Q4 24 | $0.27 | $1.60 | ||
| Q3 24 | $0.01 | $2.26 | ||
| Q2 24 | $-0.17 | $2.47 | ||
| Q1 24 | $-0.35 | $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 | $111.3M | $40.2M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $400.0M | $1.1B |
| 総資産 | $1.1B | $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BANDCSW
| Q4 25 | $111.3M | $40.2M | ||
| Q3 25 | $80.4M | $31.5M | ||
| Q2 25 | $68.1M | $38.0M | ||
| Q1 25 | $41.7M | $225.8M | ||
| Q4 24 | $83.8M | $213.8M | ||
| Q3 24 | $79.9M | $273.2M | ||
| Q2 24 | $76.4M | $18.9M | ||
| Q1 24 | $147.2M | $22.2M |
総負債BANDCSW
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $800.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $166.0M |
株主資本BANDCSW
| Q4 25 | $400.0M | $1.1B | ||
| Q3 25 | $392.7M | $1.1B | ||
| Q2 25 | $384.5M | $1.1B | ||
| Q1 25 | $345.4M | $1.1B | ||
| Q4 24 | $312.5M | $1.0B | ||
| Q3 24 | $336.6M | $1.0B | ||
| Q2 24 | $307.4M | $650.2M | ||
| Q1 24 | $298.2M | $615.7M |
総資産BANDCSW
| Q4 25 | $1.1B | $2.3B | ||
| Q3 25 | $1.0B | $1.5B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $964.4M | $1.4B | ||
| Q4 24 | $989.2M | $1.4B | ||
| Q3 24 | $1.0B | $1.4B | ||
| Q2 24 | $1.0B | $1.1B | ||
| Q1 24 | $1.1B | $1.0B |
負債/資本比率BANDCSW
| 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 | $38.6M | $28.9M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $22.7M |
| FCFマージンFCF / 売上 | — | 9.8% |
| 設備投資強度設備投資 / 売上 | — | 2.6% |
| キャッシュ転換率営業CF / 純利益 | — | 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BANDCSW
| Q4 25 | $38.6M | $28.9M | ||
| Q3 25 | $22.2M | $61.8M | ||
| Q2 25 | $31.7M | $60.6M | ||
| Q1 25 | $-3.1M | $27.3M | ||
| Q4 24 | $36.5M | $11.6M | ||
| Q3 24 | $20.5M | $66.8M | ||
| Q2 24 | $24.4M | $62.7M | ||
| Q1 24 | $2.5M | $22.4M |
フリーキャッシュフローBANDCSW
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $58.7M | ||
| Q2 25 | — | $57.7M | ||
| Q1 25 | — | $22.8M | ||
| Q4 24 | — | $8.5M | ||
| Q3 24 | — | $61.3M | ||
| Q2 24 | — | $59.6M | ||
| Q1 24 | — | $17.5M |
FCFマージンBANDCSW
| Q4 25 | — | 9.8% | ||
| Q3 25 | — | 21.2% | ||
| Q2 25 | — | 21.9% | ||
| Q1 25 | — | 9.9% | ||
| Q4 24 | — | 4.4% | ||
| Q3 24 | — | 26.9% | ||
| Q2 24 | — | 26.3% | ||
| Q1 24 | — | 8.3% |
設備投資強度BANDCSW
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 1.1% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | 1.4% | ||
| Q1 24 | — | 2.3% |
キャッシュ転換率BANDCSW
| Q4 25 | — | 2.81× | ||
| Q3 25 | — | 1.52× | ||
| Q2 25 | — | 1.48× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | 49.55× | 1.85× | ||
| Q2 24 | 6.03× | 1.62× | ||
| Q1 24 | — | 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
BAND
| Messaging Surcharges | $192.4M | 93% |
| Other | $15.2M | 7% |
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
