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CSW INDUSTRIALS, INC.(CSW)とFORMFACTOR INC(FORM)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 $226.1M、FORMFACTOR INCの約1.0倍)。FORMFACTOR INCの純利益率が高く(9.0% vs 4.4%、差は4.6%)。FORMFACTOR INCの前年同期比売上増加率が高い(32.0% vs 20.3%)。FORMFACTOR INCの直近四半期フリーキャッシュフローが多い($30.7M vs $22.7M)。過去8四半期でFORMFACTOR INCの売上複合成長率が高い(7.0% vs 5.1%)
FormFactor, Inc.は米国カリフォルニア州リバモアに本社を置く集積回路向け試験・測定技術のサプライヤーで、半導体企業向けにデバイス性能を向上させる製品を提供し、各種試験測定ソリューションを展開しています。
CSW vs FORM — 直接比較
売上が大きい
CSW
1.0倍大きい
$226.1M
売上成長率が高い
FORM
+11.7%の差
20.3%
純利益率が高い
FORM
純利益率が4.6%高い
4.4%
フリーキャッシュフローが多い
FORM
FCF $8.0M多い
$22.7M
2年売上CAGRが高い
FORM
2年複合成長率
5.1%
損益計算書 — Q3 FY2026 vs Q1 FY2026
| 指標 | ||
|---|---|---|
| 売上 | $233.0M | $226.1M |
| 純利益 | $10.3M | $20.4M |
| 粗利率 | 39.7% | 38.4% |
| 営業利益率 | 7.4% | 7.4% |
| 純利益率 | 4.4% | 9.0% |
| 売上前年比 | 20.3% | 32.0% |
| 純利益前年比 | -61.9% | 218.5% |
| EPS(希薄化後) | $0.62 | $0.26 |
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
CSW
FORM
| Q1 26 | — | $226.1M | ||
| Q4 25 | $233.0M | $215.2M | ||
| Q3 25 | $277.0M | $202.7M | ||
| Q2 25 | $263.6M | $195.8M | ||
| Q1 25 | $230.5M | $171.4M | ||
| Q4 24 | $193.6M | $189.5M | ||
| Q3 24 | $227.9M | $207.9M | ||
| Q2 24 | $226.2M | $197.5M |
純利益
CSW
FORM
| Q1 26 | — | $20.4M | ||
| Q4 25 | $10.3M | $23.2M | ||
| Q3 25 | $40.7M | $15.7M | ||
| Q2 25 | $40.9M | $9.1M | ||
| Q1 25 | $35.1M | $6.4M | ||
| Q4 24 | $26.9M | $9.7M | ||
| Q3 24 | $36.1M | $18.7M | ||
| Q2 24 | $38.6M | $19.4M |
粗利率
CSW
FORM
| Q1 26 | — | 38.4% | ||
| Q4 25 | 39.7% | 42.2% | ||
| Q3 25 | 43.0% | 39.8% | ||
| Q2 25 | 43.8% | 37.3% | ||
| Q1 25 | 44.2% | 37.7% | ||
| Q4 24 | 41.4% | 38.8% | ||
| Q3 24 | 45.6% | 40.7% | ||
| Q2 24 | 47.5% | 44.0% |
営業利益率
CSW
FORM
| Q1 26 | — | 7.4% | ||
| Q4 25 | 7.4% | 10.9% | ||
| Q3 25 | 20.5% | 8.9% | ||
| Q2 25 | 20.8% | 6.3% | ||
| Q1 25 | 19.5% | 1.9% | ||
| Q4 24 | 15.3% | 4.1% | ||
| Q3 24 | 22.6% | 8.6% | ||
| Q2 24 | 24.3% | 9.0% |
純利益率
CSW
FORM
| Q1 26 | — | 9.0% | ||
| Q4 25 | 4.4% | 10.8% | ||
| Q3 25 | 14.7% | 7.7% | ||
| Q2 25 | 15.5% | 4.6% | ||
| Q1 25 | 15.2% | 3.7% | ||
| Q4 24 | 13.9% | 5.1% | ||
| Q3 24 | 15.8% | 9.0% | ||
| Q2 24 | 17.1% | 9.8% |
EPS(希薄化後)
CSW
FORM
| Q1 26 | — | $0.26 | ||
| Q4 25 | $0.62 | $0.29 | ||
| Q3 25 | $2.41 | $0.20 | ||
| Q2 25 | $2.43 | $0.12 | ||
| Q1 25 | $2.05 | $0.08 | ||
| Q4 24 | $1.60 | $0.12 | ||
| Q3 24 | $2.26 | $0.24 | ||
| Q2 24 | $2.47 | $0.25 |
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 | $40.2M | $123.5M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.1B | $1.1B |
| 総資産 | $2.3B | $1.3B |
| 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
CSW
FORM
| Q1 26 | — | $123.5M | ||
| Q4 25 | $40.2M | $103.3M | ||
| Q3 25 | $31.5M | $266.0M | ||
| Q2 25 | $38.0M | $249.3M | ||
| Q1 25 | $225.8M | $299.0M | ||
| Q4 24 | $213.8M | $360.0M | ||
| Q3 24 | $273.2M | $354.5M | ||
| Q2 24 | $18.9M | $357.6M |
総負債
CSW
FORM
| Q1 26 | — | — | ||
| Q4 25 | — | $12.2M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | $13.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
株主資本
CSW
FORM
| Q1 26 | — | $1.1B | ||
| Q4 25 | $1.1B | $1.0B | ||
| Q3 25 | $1.1B | $1.0B | ||
| Q2 25 | $1.1B | $990.0M | ||
| Q1 25 | $1.1B | $965.9M | ||
| Q4 24 | $1.0B | $947.8M | ||
| Q3 24 | $1.0B | $955.0M | ||
| Q2 24 | $650.2M | $947.9M |
総資産
CSW
FORM
| Q1 26 | — | $1.3B | ||
| Q4 25 | $2.3B | $1.2B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $1.2B | ||
| Q4 24 | $1.4B | $1.1B | ||
| Q3 24 | $1.4B | $1.2B | ||
| Q2 24 | $1.1B | $1.2B |
負債/資本比率
CSW
FORM
| Q1 26 | — | — | ||
| Q4 25 | — | 0.01× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $28.9M | $45.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $22.7M | $30.7M |
| FCFマージンFCF / 売上 | 9.8% | 13.6% |
| 設備投資強度設備投資 / 売上 | 2.6% | 6.7% |
| キャッシュ転換率営業CF / 純利益 | 2.81× | 2.21× |
| 直近12ヶ月FCF直近4四半期 | $162.0M | $37.5M |
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
CSW
FORM
| Q1 26 | — | $45.0M | ||
| Q4 25 | $28.9M | $46.0M | ||
| Q3 25 | $61.8M | $27.0M | ||
| Q2 25 | $60.6M | $18.9M | ||
| Q1 25 | $27.3M | $23.5M | ||
| Q4 24 | $11.6M | $35.9M | ||
| Q3 24 | $66.8M | $26.7M | ||
| Q2 24 | $62.7M | $21.9M |
フリーキャッシュフロー
CSW
FORM
| Q1 26 | — | $30.7M | ||
| Q4 25 | $22.7M | $34.7M | ||
| Q3 25 | $58.7M | $19.5M | ||
| Q2 25 | $57.7M | $-47.4M | ||
| Q1 25 | $22.8M | $5.0M | ||
| Q4 24 | $8.5M | $28.3M | ||
| Q3 24 | $61.3M | $17.8M | ||
| Q2 24 | $59.6M | $13.5M |
FCFマージン
CSW
FORM
| Q1 26 | — | 13.6% | ||
| Q4 25 | 9.8% | 16.1% | ||
| Q3 25 | 21.2% | 9.6% | ||
| Q2 25 | 21.9% | -24.2% | ||
| Q1 25 | 9.9% | 2.9% | ||
| Q4 24 | 4.4% | 14.9% | ||
| Q3 24 | 26.9% | 8.6% | ||
| Q2 24 | 26.3% | 6.8% |
設備投資強度
CSW
FORM
| Q1 26 | — | 6.7% | ||
| Q4 25 | 2.6% | 5.3% | ||
| Q3 25 | 1.1% | 3.7% | ||
| Q2 25 | 1.1% | 33.8% | ||
| Q1 25 | 2.0% | 10.8% | ||
| Q4 24 | 1.6% | 4.0% | ||
| Q3 24 | 2.4% | 4.3% | ||
| Q2 24 | 1.4% | 4.3% |
キャッシュ転換率
CSW
FORM
| Q1 26 | — | 2.21× | ||
| Q4 25 | 2.81× | 1.98× | ||
| Q3 25 | 1.52× | 1.72× | ||
| Q2 25 | 1.48× | 2.08× | ||
| Q1 25 | 0.78× | 3.68× | ||
| Q4 24 | 0.43× | 3.70× | ||
| Q3 24 | 1.85× | 1.43× | ||
| Q2 24 | 1.62× | 1.13× |
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
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
FORM
セグメントデータなし