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CSW INDUSTRIALS, INC.（CSW）とJ&J SNACK FOODS CORP（JJSF）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
J&J SNACK FOODS CORPの直近四半期売上が大きい（$343.8M vs $233.0M、CSW INDUSTRIALS, INC.の約1.5倍）。CSW INDUSTRIALS, INC.の純利益率が高く（4.4% vs 0.3%、差は4.1%）。CSW INDUSTRIALS, INC.の前年同期比売上増加率が高い（20.3% vs -5.2%）。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 $17.0M）。過去8四半期でCSW INDUSTRIALS, INC.の売上複合成長率が高い（5.1% vs -2.2%）
J&Jスナックフーズ社は米国の有名なブランドスナック菓子・冷凍飲料の製造・販売・流通業者で、本社はニュージャージー州マウントローレルに所在します。米国44州、メキシコ、カナダに175を超える生産・保管・流通拠点を構え、ナスダックグローバルセレクト市場に上場し、国内外の市場に事業を展開しています。
CSW vs JJSF — 直接比較
売上が大きい
JJSF
1.5倍大きい
$233.0M
売上成長率が高い
CSW
+25.5%の差
-5.2%
純利益率が高い
CSW
純利益率が4.1%高い
0.3%
フリーキャッシュフローが多い
CSW
FCF $5.8M多い
$17.0M
2年売上CAGRが高い
CSW
2年複合成長率
-2.2%
損益計算書 — Q3 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $233.0M | $343.8M |
| 純利益 | $10.3M | $883.0K |
| 粗利率 | 39.7% | 27.9% |
| 営業利益率 | 7.4% | 0.2% |
| 純利益率 | 4.4% | 0.3% |
| 売上前年比 | 20.3% | -5.2% |
| 純利益前年比 | -61.9% | -82.8% |
| EPS（希薄化後） | $0.62 | $0.05 |
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CSWJJSF
| Q4 25 | $233.0M | $343.8M | ||
| Q3 25 | $277.0M | $410.2M | ||
| Q2 25 | $263.6M | $454.3M | ||
| Q1 25 | $230.5M | $356.1M | ||
| Q4 24 | $193.6M | $362.6M | ||
| Q3 24 | $227.9M | $426.8M | ||
| Q2 24 | $226.2M | $440.0M | ||
| Q1 24 | $210.9M | $359.7M |
純利益CSWJJSF
| Q4 25 | $10.3M | $883.0K | ||
| Q3 25 | $40.7M | $11.4M | ||
| Q2 25 | $40.9M | $44.2M | ||
| Q1 25 | $35.1M | $4.8M | ||
| Q4 24 | $26.9M | $5.1M | ||
| Q3 24 | $36.1M | $29.6M | ||
| Q2 24 | $38.6M | $36.3M | ||
| Q1 24 | $31.8M | $13.3M |
粗利率CSWJJSF
| Q4 25 | 39.7% | 27.9% | ||
| Q3 25 | 43.0% | 31.7% | ||
| Q2 25 | 43.8% | 33.0% | ||
| Q1 25 | 44.2% | 26.9% | ||
| Q4 24 | 41.4% | 25.9% | ||
| Q3 24 | 45.6% | 31.8% | ||
| Q2 24 | 47.5% | 33.6% | ||
| Q1 24 | 44.4% | 30.1% |
営業利益率CSWJJSF
| Q4 25 | 7.4% | 0.2% | ||
| Q3 25 | 20.5% | 2.8% | ||
| Q2 25 | 20.8% | 13.3% | ||
| Q1 25 | 19.5% | 1.7% | ||
| Q4 24 | 15.3% | 1.7% | ||
| Q3 24 | 22.6% | 9.3% | ||
| Q2 24 | 24.3% | 11.4% | ||
| Q1 24 | 21.0% | 5.0% |
純利益率CSWJJSF
| Q4 25 | 4.4% | 0.3% | ||
| Q3 25 | 14.7% | 2.8% | ||
| Q2 25 | 15.5% | 9.7% | ||
| Q1 25 | 15.2% | 1.4% | ||
| Q4 24 | 13.9% | 1.4% | ||
| Q3 24 | 15.8% | 6.9% | ||
| Q2 24 | 17.1% | 8.3% | ||
| Q1 24 | 15.1% | 3.7% |
EPS（希薄化後）CSWJJSF
| Q4 25 | $0.62 | $0.05 | ||
| Q3 25 | $2.41 | $0.59 | ||
| Q2 25 | $2.43 | $2.26 | ||
| Q1 25 | $2.05 | $0.25 | ||
| Q4 24 | $1.60 | $0.26 | ||
| Q3 24 | $2.26 | $1.52 | ||
| Q2 24 | $2.47 | $1.87 | ||
| Q1 24 | $2.03 | $0.69 |
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 | $66.8M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.1B | $912.9M |
| 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CSWJJSF
| Q4 25 | $40.2M | $66.8M | ||
| Q3 25 | $31.5M | $105.9M | ||
| Q2 25 | $38.0M | $77.4M | ||
| Q1 25 | $225.8M | $48.5M | ||
| Q4 24 | $213.8M | $73.6M | ||
| Q3 24 | $273.2M | $73.4M | ||
| Q2 24 | $18.9M | $64.0M | ||
| Q1 24 | $22.2M | $43.6M |
総負債CSWJJSF
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
株主資本CSWJJSF
| Q4 25 | $1.1B | $912.9M | ||
| Q3 25 | $1.1B | $966.7M | ||
| Q2 25 | $1.1B | $969.9M | ||
| Q1 25 | $1.1B | $935.0M | ||
| Q4 24 | $1.0B | $946.8M | ||
| Q3 24 | $1.0B | $957.0M | ||
| Q2 24 | $650.2M | $937.9M | ||
| Q1 24 | $615.7M | $915.7M |
総資産CSWJJSF
| Q4 25 | $2.3B | $1.3B | ||
| Q3 25 | $1.5B | $1.4B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | $1.4B | $1.4B | ||
| Q2 24 | $1.1B | $1.4B | ||
| Q1 24 | $1.0B | $1.3B |
負債/資本比率CSWJJSF
| 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 | $28.9M | $36.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $22.7M | $17.0M |
| FCFマージンFCF / 売上 | 9.8% | 4.9% |
| 設備投資強度設備投資 / 売上 | 2.6% | 5.5% |
| キャッシュ転換率営業CF / 純利益 | 2.81× | 40.73× |
| 直近12ヶ月FCF直近4四半期 | $162.0M | $83.1M |
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CSWJJSF
| Q4 25 | $28.9M | $36.0M | ||
| Q3 25 | $61.8M | $66.4M | ||
| Q2 25 | $60.6M | $51.2M | ||
| Q1 25 | $27.3M | $12.3M | ||
| Q4 24 | $11.6M | $35.2M | ||
| Q3 24 | $66.8M | $46.3M | ||
| Q2 24 | $62.7M | $65.0M | ||
| Q1 24 | $22.4M | $12.7M |
フリーキャッシュフローCSWJJSF
| Q4 25 | $22.7M | $17.0M | ||
| Q3 25 | $58.7M | $44.8M | ||
| Q2 25 | $57.7M | $28.5M | ||
| Q1 25 | $22.8M | $-7.2M | ||
| Q4 24 | $8.5M | $16.1M | ||
| Q3 24 | $61.3M | $29.1M | ||
| Q2 24 | $59.6M | $45.3M | ||
| Q1 24 | $17.5M | $-4.0M |
FCFマージンCSWJJSF
| Q4 25 | 9.8% | 4.9% | ||
| Q3 25 | 21.2% | 10.9% | ||
| Q2 25 | 21.9% | 6.3% | ||
| Q1 25 | 9.9% | -2.0% | ||
| Q4 24 | 4.4% | 4.4% | ||
| Q3 24 | 26.9% | 6.8% | ||
| Q2 24 | 26.3% | 10.3% | ||
| Q1 24 | 8.3% | -1.1% |
設備投資強度CSWJJSF
| Q4 25 | 2.6% | 5.5% | ||
| Q3 25 | 1.1% | 5.3% | ||
| Q2 25 | 1.1% | 5.0% | ||
| Q1 25 | 2.0% | 5.5% | ||
| Q4 24 | 1.6% | 5.3% | ||
| Q3 24 | 2.4% | 4.0% | ||
| Q2 24 | 1.4% | 4.5% | ||
| Q1 24 | 2.3% | 4.6% |
キャッシュ転換率CSWJJSF
| Q4 25 | 2.81× | 40.73× | ||
| Q3 25 | 1.52× | 5.84× | ||
| Q2 25 | 1.48× | 1.16× | ||
| Q1 25 | 0.78× | 2.55× | ||
| Q4 24 | 0.43× | 6.84× | ||
| Q3 24 | 1.85× | 1.56× | ||
| Q2 24 | 1.62× | 1.79× | ||
| Q1 24 | 0.71× | 0.96× |
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% |
JJSF
| Food Service | $219.2M | 64% |
| Frozen Beverages | $78.7M | 23% |
| Repair And Maintenance Service | $22.5M | 7% |
| Other | $12.7M | 4% |
| Machine Sales | $10.7M | 3% |
