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CSW INDUSTRIALS, INC.（CSW）とMIMEDX GROUP, INC.（MDXG）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 $118.1M、MIMEDX GROUP, INC.の約2.0倍）。MIMEDX GROUP, INC.の純利益率が高く（12.9% vs 4.4%、差は8.5%）。MIMEDX GROUP, INC.の前年同期比売上増加率が高い（27.1% vs 20.3%）。過去8四半期でMIMEDX GROUP, INC.の売上複合成長率が高い（18.1% vs 5.1%）
MiMedxは米国ジョージア州マリエッタに本拠を置く生物医療企業で、2008年に設立されました。胎盤、羊膜、臍帯といった分娩時の組織を原料として、皮膚移植手術に用いる医療用人工真皮を開発・製造し、再生医療分野で事業を展開しています。
CSW vs MDXG — 直接比較
売上が大きい
CSW
2.0倍大きい
$118.1M
売上成長率が高い
MDXG
+6.8%の差
20.3%
純利益率が高い
MDXG
純利益率が8.5%高い
4.4%
2年売上CAGRが高い
MDXG
2年複合成長率
5.1%
損益計算書 — Q3 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $233.0M | $118.1M |
| 純利益 | $10.3M | $15.2M |
| 粗利率 | 39.7% | 83.9% |
| 営業利益率 | 7.4% | 17.8% |
| 純利益率 | 4.4% | 12.9% |
| 売上前年比 | 20.3% | 27.1% |
| 純利益前年比 | -61.9% | 104.2% |
| EPS（希薄化後） | $0.62 | $0.10 |
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CSWMDXG
| Q4 25 | $233.0M | $118.1M | ||
| Q3 25 | $277.0M | $113.7M | ||
| Q2 25 | $263.6M | $98.6M | ||
| Q1 25 | $230.5M | $88.2M | ||
| Q4 24 | $193.6M | $92.9M | ||
| Q3 24 | $227.9M | $84.1M | ||
| Q2 24 | $226.2M | $87.2M | ||
| Q1 24 | $210.9M | $84.7M |
純利益CSWMDXG
| Q4 25 | $10.3M | $15.2M | ||
| Q3 25 | $40.7M | $16.7M | ||
| Q2 25 | $40.9M | $9.6M | ||
| Q1 25 | $35.1M | $7.0M | ||
| Q4 24 | $26.9M | $7.4M | ||
| Q3 24 | $36.1M | $8.1M | ||
| Q2 24 | $38.6M | $17.6M | ||
| Q1 24 | $31.8M | $9.3M |
粗利率CSWMDXG
| Q4 25 | 39.7% | 83.9% | ||
| Q3 25 | 43.0% | 83.5% | ||
| Q2 25 | 43.8% | 81.1% | ||
| Q1 25 | 44.2% | 81.2% | ||
| Q4 24 | 41.4% | 81.8% | ||
| Q3 24 | 45.6% | 81.8% | ||
| Q2 24 | 47.5% | 83.0% | ||
| Q1 24 | 44.4% | 84.7% |
営業利益率CSWMDXG
| Q4 25 | 7.4% | 17.8% | ||
| Q3 25 | 20.5% | 19.5% | ||
| Q2 25 | 20.8% | 12.5% | ||
| Q1 25 | 19.5% | 9.4% | ||
| Q4 24 | 15.3% | 11.9% | ||
| Q3 24 | 22.6% | 13.3% | ||
| Q2 24 | 24.3% | 26.9% | ||
| Q1 24 | 21.0% | 15.6% |
純利益率CSWMDXG
| Q4 25 | 4.4% | 12.9% | ||
| Q3 25 | 14.7% | 14.7% | ||
| Q2 25 | 15.5% | 9.8% | ||
| Q1 25 | 15.2% | 8.0% | ||
| Q4 24 | 13.9% | 8.0% | ||
| Q3 24 | 15.8% | 9.6% | ||
| Q2 24 | 17.1% | 20.2% | ||
| Q1 24 | 15.1% | 10.9% |
EPS（希薄化後）CSWMDXG
| Q4 25 | $0.62 | $0.10 | ||
| Q3 25 | $2.41 | $0.11 | ||
| Q2 25 | $2.43 | $0.06 | ||
| Q1 25 | $2.05 | $0.05 | ||
| Q4 24 | $1.60 | $0.05 | ||
| Q3 24 | $2.26 | $0.05 | ||
| Q2 24 | $2.47 | $0.12 | ||
| Q1 24 | $2.03 | $0.06 |
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 | $166.1M |
| 総負債低いほど良い | — | $18.0M |
| 株主資本純資産 | $1.1B | $256.5M |
| 総資産 | $2.3B | $342.7M |
| 負債/資本比率低いほどレバレッジが低い | — | 0.07× |
8四半期トレンド — 暦四半期で整列
現金・短期投資CSWMDXG
| Q4 25 | $40.2M | $166.1M | ||
| Q3 25 | $31.5M | $142.1M | ||
| Q2 25 | $38.0M | $118.9M | ||
| Q1 25 | $225.8M | $106.4M | ||
| Q4 24 | $213.8M | $104.4M | ||
| Q3 24 | $273.2M | $88.8M | ||
| Q2 24 | $18.9M | $69.0M | ||
| Q1 24 | $22.2M | $48.5M |
総負債CSWMDXG
| Q4 25 | — | $18.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | $19.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
株主資本CSWMDXG
| Q4 25 | $1.1B | $256.5M | ||
| Q3 25 | $1.1B | $238.9M | ||
| Q2 25 | $1.1B | $216.6M | ||
| Q1 25 | $1.1B | $202.8M | ||
| Q4 24 | $1.0B | $193.1M | ||
| Q3 24 | $1.0B | $181.0M | ||
| Q2 24 | $650.2M | $168.0M | ||
| Q1 24 | $615.7M | $155.7M |
総資産CSWMDXG
| Q4 25 | $2.3B | $342.7M | ||
| Q3 25 | $1.5B | $319.0M | ||
| Q2 25 | $1.5B | $291.1M | ||
| Q1 25 | $1.4B | $270.4M | ||
| Q4 24 | $1.4B | $263.9M | ||
| Q3 24 | $1.4B | $243.9M | ||
| Q2 24 | $1.1B | $230.2M | ||
| Q1 24 | $1.0B | $221.7M |
負債/資本比率CSWMDXG
| Q4 25 | — | 0.07× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | — | 0.10× | ||
| 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 | $25.0M |
| 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× | 1.64× |
| 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CSWMDXG
| Q4 25 | $28.9M | $25.0M | ||
| Q3 25 | $61.8M | $29.3M | ||
| Q2 25 | $60.6M | $14.4M | ||
| Q1 25 | $27.3M | $5.3M | ||
| Q4 24 | $11.6M | $18.8M | ||
| Q3 24 | $66.8M | $19.6M | ||
| Q2 24 | $62.7M | $21.8M | ||
| Q1 24 | $22.4M | $6.0M |
フリーキャッシュフローCSWMDXG
| 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CSWMDXG
| 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CSWMDXG
| 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CSWMDXG
| Q4 25 | 2.81× | 1.64× | ||
| Q3 25 | 1.52× | 1.75× | ||
| Q2 25 | 1.48× | 1.50× | ||
| Q1 25 | 0.78× | 0.75× | ||
| Q4 24 | 0.43× | 2.53× | ||
| Q3 24 | 1.85× | 2.42× | ||
| Q2 24 | 1.62× | 1.24× | ||
| Q1 24 | 0.71× | 0.65× |
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% |
MDXG
| Wound | $78.7M | 67% |
| Surgical | $39.4M | 33% |
