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CSW INDUSTRIALS, INC.（CSW）とLINDSAY CORP（LNN）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 $150.7M、LINDSAY CORPの約1.5倍）。LINDSAY CORPの純利益率が高く（11.0% vs 4.4%、差は6.6%）。CSW INDUSTRIALS, INC.の前年同期比売上増加率が高い（20.3% vs -6.1%）。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 $-15.1M）。過去8四半期でCSW INDUSTRIALS, INC.の売上複合成長率が高い（5.1% vs 1.3%）
リンゼイ・コーポレーションは米国ネブラスカ州オマハに本社を置き、旧名はリンゼイ製造会社です。主力製品は自社ブランドZimmaticのセンターピボット灌漑システムで、その他に農業機械、建設機械、道路・鉄道インフラ設備なども製造しています。
CSW vs LNN — 直接比較
売上が大きい
CSW
1.5倍大きい
$150.7M
売上成長率が高い
CSW
+26.5%の差
-6.1%
純利益率が高い
LNN
純利益率が6.6%高い
4.4%
フリーキャッシュフローが多い
CSW
FCF $37.8M多い
$-15.1M
2年売上CAGRが高い
CSW
2年複合成長率
1.3%
損益計算書 — Q3 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $233.0M | $150.7M |
| 純利益 | $10.3M | $16.5M |
| 粗利率 | 39.7% | 33.3% |
| 営業利益率 | 7.4% | 13.0% |
| 純利益率 | 4.4% | 11.0% |
| 売上前年比 | 20.3% | -6.1% |
| 純利益前年比 | -61.9% | -3.7% |
| EPS（希薄化後） | $0.62 | $1.54 |
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CSWLNN
| Q4 25 | $233.0M | $150.7M | ||
| Q3 25 | $277.0M | $149.0M | ||
| Q2 25 | $263.6M | $165.7M | ||
| Q1 25 | $230.5M | $183.8M | ||
| Q4 24 | $193.6M | $160.5M | ||
| Q3 24 | $227.9M | $149.4M | ||
| Q2 24 | $226.2M | $133.7M | ||
| Q1 24 | $210.9M | $146.8M |
純利益CSWLNN
| Q4 25 | $10.3M | $16.5M | ||
| Q3 25 | $40.7M | $10.8M | ||
| Q2 25 | $40.9M | $19.5M | ||
| Q1 25 | $35.1M | $26.6M | ||
| Q4 24 | $26.9M | $17.2M | ||
| Q3 24 | $36.1M | $12.7M | ||
| Q2 24 | $38.6M | $20.4M | ||
| Q1 24 | $31.8M | $18.1M |
粗利率CSWLNN
| Q4 25 | 39.7% | 33.3% | ||
| Q3 25 | 43.0% | 30.0% | ||
| Q2 25 | 43.8% | 32.4% | ||
| Q1 25 | 44.2% | 34.0% | ||
| Q4 24 | 41.4% | 31.1% | ||
| Q3 24 | 45.6% | 30.6% | ||
| Q2 24 | 47.5% | 34.8% | ||
| Q1 24 | 44.4% | 33.3% |
営業利益率CSWLNN
| Q4 25 | 7.4% | 13.0% | ||
| Q3 25 | 20.5% | 7.6% | ||
| Q2 25 | 20.8% | 14.4% | ||
| Q1 25 | 19.5% | 17.5% | ||
| Q4 24 | 15.3% | 13.0% | ||
| Q3 24 | 22.6% | 9.0% | ||
| Q2 24 | 24.3% | 14.9% | ||
| Q1 24 | 21.0% | 15.1% |
純利益率CSWLNN
| Q4 25 | 4.4% | 11.0% | ||
| Q3 25 | 14.7% | 7.3% | ||
| Q2 25 | 15.5% | 11.8% | ||
| Q1 25 | 15.2% | 14.5% | ||
| Q4 24 | 13.9% | 10.7% | ||
| Q3 24 | 15.8% | 8.5% | ||
| Q2 24 | 17.1% | 15.2% | ||
| Q1 24 | 15.1% | 12.3% |
EPS（希薄化後）CSWLNN
| Q4 25 | $0.62 | $1.54 | ||
| Q3 25 | $2.41 | $0.99 | ||
| Q2 25 | $2.43 | $1.78 | ||
| Q1 25 | $2.05 | $2.44 | ||
| Q4 24 | $1.60 | $1.57 | ||
| Q3 24 | $2.26 | $1.16 | ||
| Q2 24 | $2.47 | $1.85 | ||
| Q1 24 | $2.03 | $1.64 |
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 | $199.6M |
| 総負債低いほど良い | — | $115.2M |
| 株主資本純資産 | $1.1B | $518.2M |
| 総資産 | $2.3B | $828.4M |
| 負債/資本比率低いほどレバレッジが低い | — | 0.22× |
8四半期トレンド — 暦四半期で整列
現金・短期投資CSWLNN
| Q4 25 | $40.2M | $199.6M | ||
| Q3 25 | $31.5M | $250.6M | ||
| Q2 25 | $38.0M | $210.8M | ||
| Q1 25 | $225.8M | $186.7M | ||
| Q4 24 | $213.8M | $194.1M | ||
| Q3 24 | $273.2M | $190.9M | ||
| Q2 24 | $18.9M | $152.7M | ||
| Q1 24 | $22.2M | $150.6M |
総負債CSWLNN
| Q4 25 | — | $115.2M | ||
| Q3 25 | — | $115.3M | ||
| Q2 25 | — | $115.3M | ||
| Q1 25 | $800.1M | $115.4M | ||
| Q4 24 | — | $115.4M | ||
| Q3 24 | — | $115.5M | ||
| Q2 24 | — | $115.5M | ||
| Q1 24 | $166.0M | $115.6M |
株主資本CSWLNN
| Q4 25 | $1.1B | $518.2M | ||
| Q3 25 | $1.1B | $532.9M | ||
| Q2 25 | $1.1B | $528.8M | ||
| Q1 25 | $1.1B | $516.4M | ||
| Q4 24 | $1.0B | $488.5M | ||
| Q3 24 | $1.0B | $480.9M | ||
| Q2 24 | $650.2M | $480.0M | ||
| Q1 24 | $615.7M | $483.0M |
総資産CSWLNN
| Q4 25 | $2.3B | $828.4M | ||
| Q3 25 | $1.5B | $840.8M | ||
| Q2 25 | $1.5B | $840.9M | ||
| Q1 25 | $1.4B | $814.2M | ||
| Q4 24 | $1.4B | $771.0M | ||
| Q3 24 | $1.4B | $760.2M | ||
| Q2 24 | $1.1B | $758.1M | ||
| Q1 24 | $1.0B | $765.3M |
負債/資本比率CSWLNN
| Q4 25 | — | 0.22× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | — | 0.22× | ||
| Q1 25 | 0.75× | 0.22× | ||
| Q4 24 | — | 0.24× | ||
| Q3 24 | — | 0.24× | ||
| Q2 24 | — | 0.24× | ||
| Q1 24 | 0.27× | 0.24× |
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 | $-597.0K |
| フリーキャッシュフロー営業CF - 設備投資 | $22.7M | $-15.1M |
| FCFマージンFCF / 売上 | 9.8% | -10.0% |
| 設備投資強度設備投資 / 売上 | 2.6% | 9.6% |
| キャッシュ転換率営業CF / 純利益 | 2.81× | -0.04× |
| 直近12ヶ月FCF直近4四半期 | $162.0M | $62.9M |
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CSWLNN
| Q4 25 | $28.9M | $-597.0K | ||
| Q3 25 | $61.8M | $64.0M | ||
| Q2 25 | $60.6M | $35.0M | ||
| Q1 25 | $27.3M | $12.3M | ||
| Q4 24 | $11.6M | $21.6M | ||
| Q3 24 | $66.8M | $53.1M | ||
| Q2 24 | $62.7M | $30.5M | ||
| Q1 24 | $22.4M | $-9.7M |
フリーキャッシュフローCSWLNN
| Q4 25 | $22.7M | $-15.1M | ||
| Q3 25 | $58.7M | $49.8M | ||
| Q2 25 | $57.7M | $25.7M | ||
| Q1 25 | $22.8M | $2.5M | ||
| Q4 24 | $8.5M | $12.5M | ||
| Q3 24 | $61.3M | $47.7M | ||
| Q2 24 | $59.6M | $25.8M | ||
| Q1 24 | $17.5M | $-21.6M |
FCFマージンCSWLNN
| Q4 25 | 9.8% | -10.0% | ||
| Q3 25 | 21.2% | 33.4% | ||
| Q2 25 | 21.9% | 15.5% | ||
| Q1 25 | 9.9% | 1.4% | ||
| Q4 24 | 4.4% | 7.8% | ||
| Q3 24 | 26.9% | 31.9% | ||
| Q2 24 | 26.3% | 19.3% | ||
| Q1 24 | 8.3% | -14.7% |
設備投資強度CSWLNN
| Q4 25 | 2.6% | 9.6% | ||
| Q3 25 | 1.1% | 9.6% | ||
| Q2 25 | 1.1% | 5.6% | ||
| Q1 25 | 2.0% | 5.3% | ||
| Q4 24 | 1.6% | 5.7% | ||
| Q3 24 | 2.4% | 3.6% | ||
| Q2 24 | 1.4% | 3.6% | ||
| Q1 24 | 2.3% | 8.1% |
キャッシュ転換率CSWLNN
| Q4 25 | 2.81× | -0.04× | ||
| Q3 25 | 1.52× | 5.92× | ||
| Q2 25 | 1.48× | 1.79× | ||
| Q1 25 | 0.78× | 0.46× | ||
| Q4 24 | 0.43× | 1.26× | ||
| Q3 24 | 1.85× | 4.17× | ||
| Q2 24 | 1.62× | 1.50× | ||
| Q1 24 | 0.71× | -0.54× |
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% |
LNN
| Transferred At Point In Time | $133.2M | 88% |
| Infrastructure | $13.4M | 9% |
| Transferred Over Time | $8.0M | 5% |
