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CSG SYSTEMS INTERNATIONAL INC（CSGS）とDAKTRONICS INC（DAKT）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
CSG SYSTEMS INTERNATIONAL INCの直近四半期売上が大きい（$323.1M vs $229.3M、DAKTRONICS INCの約1.4倍）。DAKTRONICS INCの純利益率が高く（7.6% vs 2.2%、差は5.5%）。DAKTRONICS INCの前年同期比売上増加率が高い（10.0% vs 2.0%）。CSG SYSTEMS INTERNATIONAL INCの直近四半期フリーキャッシュフローが多い（$55.8M vs $14.0M）。過去8四半期でDAKTRONICS INCの売上複合成長率が高い（16.0% vs 4.6%）
中国南玻集団股フン有限公司は中国最大級の建築用ガラスメーカーで、浮きガラス、建築用ガラス、ディスプレイ用ガラス、自動車用ガラス、コーティングガラス、鏡、カラーフィルターガラス、太陽光発電用ガラス、省エネガラスなど多種多様なガラス製品の製造・販売を手がけています。
ダクトロニクスはアメリカ合衆国サウスダコタ州ブルーキングスを本拠とする企業で、1968年にサウスダコタ州立大学の教授2名によって創業されました。ビデオディスプレイ、スコアボード、デジタル看板、動的案内標識、音響システム及び関連製品の設計、製造、販売、アフターサービスを主な事業としています。
CSGS vs DAKT — 直接比較
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $323.1M | $229.3M |
| 純利益 | $7.0M | $17.5M |
| 粗利率 | 50.0% | 27.0% |
| 営業利益率 | 9.0% | 9.4% |
| 純利益率 | 2.2% | 7.6% |
| 売上前年比 | 2.0% | 10.0% |
| 純利益前年比 | -79.7% | -18.3% |
| EPS（希薄化後） | $0.24 | $0.35 |
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
| Q4 25 | $323.1M | $229.3M | ||
| Q3 25 | $303.6M | $219.0M | ||
| Q2 25 | $297.1M | $172.6M | ||
| Q1 25 | $299.5M | $149.5M | ||
| Q4 24 | $316.7M | $208.3M | ||
| Q3 24 | $295.1M | $226.1M | ||
| Q2 24 | $290.3M | $215.9M | ||
| Q1 24 | $295.1M | $170.3M |
| Q4 25 | $7.0M | $17.5M | ||
| Q3 25 | $20.5M | $16.5M | ||
| Q2 25 | $12.3M | $-9.4M | ||
| Q1 25 | $16.1M | $-17.2M | ||
| Q4 24 | $34.5M | $21.4M | ||
| Q3 24 | $19.1M | $-4.9M | ||
| Q2 24 | $13.8M | $2.5M | ||
| Q1 24 | $19.5M | $10.7M |
| Q4 25 | 50.0% | 27.0% | ||
| Q3 25 | 48.1% | 29.7% | ||
| Q2 25 | 49.5% | 25.0% | ||
| Q1 25 | 48.4% | 24.6% | ||
| Q4 24 | 51.3% | 26.8% | ||
| Q3 24 | 49.4% | 26.4% | ||
| Q2 24 | 47.3% | 25.7% | ||
| Q1 24 | 46.5% | 24.5% |
| Q4 25 | 9.0% | 9.4% | ||
| Q3 25 | 10.0% | 10.6% | ||
| Q2 25 | 10.0% | -1.0% | ||
| Q1 25 | 9.8% | -2.4% | ||
| Q4 24 | 13.4% | 7.6% | ||
| Q3 24 | 10.8% | 10.0% | ||
| Q2 24 | 8.8% | 9.0% | ||
| Q1 24 | 10.8% | 4.7% |
| Q4 25 | 2.2% | 7.6% | ||
| Q3 25 | 6.7% | 7.5% | ||
| Q2 25 | 4.1% | -5.5% | ||
| Q1 25 | 5.4% | -11.5% | ||
| Q4 24 | 10.9% | 10.3% | ||
| Q3 24 | 6.5% | -2.2% | ||
| Q2 24 | 4.8% | 1.2% | ||
| Q1 24 | 6.6% | 6.3% |
| Q4 25 | $0.24 | $0.35 | ||
| Q3 25 | $0.73 | $0.33 | ||
| Q2 25 | $0.44 | $0.04 | ||
| Q1 25 | $0.57 | $-0.36 | ||
| Q4 24 | $1.20 | $0.22 | ||
| Q3 24 | $0.67 | $-0.11 | ||
| Q2 24 | $0.48 | $0.18 | ||
| Q1 24 | $0.68 | $0.09 |
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 | $180.0M | $149.6M |
| 総負債低いほど良い | $539.5M | — |
| 株主資本純資産 | $283.7M | $297.5M |
| 総資産 | $1.5B | $548.4M |
| 負債/資本比率低いほどレバレッジが低い | 1.90× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $180.0M | $149.6M | ||
| Q3 25 | $158.4M | $136.9M | ||
| Q2 25 | $145.9M | $127.5M | ||
| Q1 25 | $136.0M | $132.2M | ||
| Q4 24 | $161.8M | $134.4M | ||
| Q3 24 | $118.4M | $96.8M | ||
| Q2 24 | $110.4M | $81.3M | ||
| Q1 24 | $120.8M | $76.8M |
| Q4 25 | $539.5M | — | ||
| Q3 25 | $538.6M | — | ||
| Q2 25 | $537.8M | — | ||
| Q1 25 | $537.6M | — | ||
| Q4 24 | $538.5M | — | ||
| Q3 24 | $539.5M | — | ||
| Q2 24 | $540.5M | — | ||
| Q1 24 | $541.5M | — |
| Q4 25 | $283.7M | $297.5M | ||
| Q3 25 | $289.5M | $279.8M | ||
| Q2 25 | $290.7M | $271.9M | ||
| Q1 25 | $283.1M | $272.3M | ||
| Q4 24 | $282.6M | $260.9M | ||
| Q3 24 | $288.4M | $238.2M | ||
| Q2 24 | $273.3M | $238.8M | ||
| Q1 24 | $269.3M | $236.2M |
| Q4 25 | $1.5B | $548.4M | ||
| Q3 25 | $1.5B | $545.6M | ||
| Q2 25 | $1.4B | $502.9M | ||
| Q1 25 | $1.4B | $524.2M | ||
| Q4 24 | $1.5B | $551.9M | ||
| Q3 24 | $1.4B | $553.9M | ||
| Q2 24 | $1.4B | $527.9M | ||
| Q1 24 | $1.3B | $499.2M |
| Q4 25 | 1.90× | — | ||
| Q3 25 | 1.86× | — | ||
| Q2 25 | 1.85× | — | ||
| Q1 25 | 1.90× | — | ||
| Q4 24 | 1.91× | — | ||
| Q3 24 | 1.87× | — | ||
| Q2 24 | 1.98× | — | ||
| Q1 24 | 2.01× | — |
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 | $59.2M | $16.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $55.8M | $14.0M |
| FCFマージンFCF / 売上 | 17.3% | 6.1% |
| 設備投資強度設備投資 / 売上 | 1.1% | 1.1% |
| キャッシュ転換率営業CF / 純利益 | 8.46× | 0.94× |
| 直近12ヶ月FCF直近4四半期 | $141.4M | $61.7M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $59.2M | $16.5M | ||
| Q3 25 | $47.9M | $26.1M | ||
| Q2 25 | $37.3M | $22.9M | ||
| Q1 25 | $11.5M | $12.0M | ||
| Q4 24 | $82.5M | $43.3M | ||
| Q3 24 | $39.5M | $19.5M | ||
| Q2 24 | $43.1M | $9.5M | ||
| Q1 24 | $-29.4M | $9.5M |
| Q4 25 | $55.8M | $14.0M | ||
| Q3 25 | $43.9M | $21.8M | ||
| Q2 25 | $34.6M | $18.0M | ||
| Q1 25 | $7.1M | $7.8M | ||
| Q4 24 | $76.6M | $38.0M | ||
| Q3 24 | $32.0M | $14.4M | ||
| Q2 24 | $38.8M | $6.1M | ||
| Q1 24 | $-34.1M | $5.1M |
| Q4 25 | 17.3% | 6.1% | ||
| Q3 25 | 14.5% | 10.0% | ||
| Q2 25 | 11.6% | 10.5% | ||
| Q1 25 | 2.4% | 5.2% | ||
| Q4 24 | 24.2% | 18.2% | ||
| Q3 24 | 10.8% | 6.4% | ||
| Q2 24 | 13.4% | 2.8% | ||
| Q1 24 | -11.6% | 3.0% |
| Q4 25 | 1.1% | 1.1% | ||
| Q3 25 | 1.3% | 2.0% | ||
| Q2 25 | 0.9% | 2.8% | ||
| Q1 25 | 1.5% | 2.8% | ||
| Q4 24 | 1.9% | 2.6% | ||
| Q3 24 | 2.5% | 2.2% | ||
| Q2 24 | 1.5% | 1.6% | ||
| Q1 24 | 1.6% | 2.6% |
| Q4 25 | 8.46× | 0.94× | ||
| Q3 25 | 2.34× | 1.58× | ||
| Q2 25 | 3.04× | — | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | 2.39× | 2.02× | ||
| Q3 24 | 2.07× | — | ||
| Q2 24 | 3.12× | 3.75× | ||
| Q1 24 | -1.51× | 0.88× |
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
CSGS
| Software As A Service And Related Solutions | $287.2M | 89% |
| License And Service | $22.6M | 7% |
| Maintenance | $13.3M | 4% |
DAKT
| Live Events Segment | $81.5M | 36% |
| Transferred At Point In Time | $41.9M | 18% |
| Limited Configuration | $39.2M | 17% |
| Other | $30.6M | 13% |
| Transportation Segment | $21.3M | 9% |
| Transferred Over Time | $8.8M | 4% |
| Unique Configuration | $6.0M | 3% |
