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CSW INDUSTRIALS, INC.（CSW）とMayville Engineering Company, Inc.（MEC）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 $134.3M、Mayville Engineering Company, Inc.の約1.7倍）。CSW INDUSTRIALS, INC.の純利益率が高く（4.4% vs -3.2%、差は7.6%）。CSW INDUSTRIALS, INC.の前年同期比売上増加率が高い（20.3% vs 10.7%）。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 $10.2M）。過去8四半期でCSW INDUSTRIALS, INC.の売上複合成長率が高い（5.1% vs -8.8%）
メイビル・エンジニアリング社は米国に本社を置く大手金属部品・組立製品・カスタムエンジニアリングソリューションの供給企業で、主に農業、建設、商用輸送、防衛、パワースポーツ分野のOEM顧客向けに、試作から大量生産まで一貫したサービスを提供しています。
CSW vs MEC — 直接比較
売上が大きい
CSW
1.7倍大きい
$134.3M
売上成長率が高い
CSW
+9.6%の差
10.7%
純利益率が高い
CSW
純利益率が7.6%高い
-3.2%
フリーキャッシュフローが多い
CSW
FCF $12.6M多い
$10.2M
2年売上CAGRが高い
CSW
2年複合成長率
-8.8%
損益計算書 — Q3 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $233.0M | $134.3M |
| 純利益 | $10.3M | $-4.4M |
| 粗利率 | 39.7% | 6.8% |
| 営業利益率 | 7.4% | -4.1% |
| 純利益率 | 4.4% | -3.2% |
| 売上前年比 | 20.3% | 10.7% |
| 純利益前年比 | -61.9% | -127.3% |
| EPS（希薄化後） | $0.62 | $-0.22 |
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CSWMEC
| Q4 25 | $233.0M | $134.3M | ||
| Q3 25 | $277.0M | $144.3M | ||
| Q2 25 | $263.6M | $132.3M | ||
| Q1 25 | $230.5M | $135.6M | ||
| Q4 24 | $193.6M | $121.3M | ||
| Q3 24 | $227.9M | $135.4M | ||
| Q2 24 | $226.2M | $163.6M | ||
| Q1 24 | $210.9M | $161.3M |
純利益CSWMEC
| Q4 25 | $10.3M | $-4.4M | ||
| Q3 25 | $40.7M | $-2.7M | ||
| Q2 25 | $40.9M | $-1.1M | ||
| Q1 25 | $35.1M | $20.0K | ||
| Q4 24 | $26.9M | $16.0M | ||
| Q3 24 | $36.1M | $3.0M | ||
| Q2 24 | $38.6M | $3.8M | ||
| Q1 24 | $31.8M | $3.2M |
粗利率CSWMEC
| Q4 25 | 39.7% | 6.8% | ||
| Q3 25 | 43.0% | 11.0% | ||
| Q2 25 | 43.8% | 10.3% | ||
| Q1 25 | 44.2% | 11.3% | ||
| Q4 24 | 41.4% | 8.9% | ||
| Q3 24 | 45.6% | 12.6% | ||
| Q2 24 | 47.5% | 13.6% | ||
| Q1 24 | 44.4% | 13.0% |
営業利益率CSWMEC
| Q4 25 | 7.4% | -4.1% | ||
| Q3 25 | 20.5% | 0.0% | ||
| Q2 25 | 20.8% | 0.1% | ||
| Q1 25 | 19.5% | 1.2% | ||
| Q4 24 | 15.3% | 19.0% | ||
| Q3 24 | 22.6% | 4.2% | ||
| Q2 24 | 24.3% | 5.0% | ||
| Q1 24 | 21.0% | 4.7% |
純利益率CSWMEC
| Q4 25 | 4.4% | -3.2% | ||
| Q3 25 | 14.7% | -1.9% | ||
| Q2 25 | 15.5% | -0.8% | ||
| Q1 25 | 15.2% | 0.0% | ||
| Q4 24 | 13.9% | 13.2% | ||
| Q3 24 | 15.8% | 2.2% | ||
| Q2 24 | 17.1% | 2.3% | ||
| Q1 24 | 15.1% | 2.0% |
EPS（希薄化後）CSWMEC
| Q4 25 | $0.62 | $-0.22 | ||
| Q3 25 | $2.41 | $-0.13 | ||
| Q2 25 | $2.43 | $-0.05 | ||
| Q1 25 | $2.05 | $0.00 | ||
| Q4 24 | $1.60 | $0.76 | ||
| Q3 24 | $2.26 | $0.14 | ||
| Q2 24 | $2.47 | $0.18 | ||
| Q1 24 | $2.03 | $0.16 |
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 | $1.5M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.1B | $240.7M |
| 総資産 | $2.3B | $563.6M |
| 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CSWMEC
| Q4 25 | $40.2M | $1.5M | ||
| Q3 25 | $31.5M | $1.2M | ||
| Q2 25 | $38.0M | $206.0K | ||
| Q1 25 | $225.8M | $183.0K | ||
| Q4 24 | $213.8M | $206.0K | ||
| Q3 24 | $273.2M | $178.0K | ||
| Q2 24 | $18.9M | $314.0K | ||
| Q1 24 | $22.2M | $314.0K |
総負債CSWMEC
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
株主資本CSWMEC
| Q4 25 | $1.1B | $240.7M | ||
| Q3 25 | $1.1B | $244.8M | ||
| Q2 25 | $1.1B | $246.8M | ||
| Q1 25 | $1.1B | $250.0M | ||
| Q4 24 | $1.0B | $251.8M | ||
| Q3 24 | $1.0B | $238.4M | ||
| Q2 24 | $650.2M | $238.1M | ||
| Q1 24 | $615.7M | $234.0M |
総資産CSWMEC
| Q4 25 | $2.3B | $563.6M | ||
| Q3 25 | $1.5B | $585.6M | ||
| Q2 25 | $1.5B | $433.7M | ||
| Q1 25 | $1.4B | $447.7M | ||
| Q4 24 | $1.4B | $445.6M | ||
| Q3 24 | $1.4B | $466.0M | ||
| Q2 24 | $1.1B | $488.2M | ||
| Q1 24 | $1.0B | $499.9M |
負債/資本比率CSWMEC
| 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 | $13.4M |
| フリーキャッシュフロー営業CF - 設備投資 | $22.7M | $10.2M |
| FCFマージンFCF / 売上 | 9.8% | 7.6% |
| 設備投資強度設備投資 / 売上 | 2.6% | 2.4% |
| キャッシュ転換率営業CF / 純利益 | 2.81× | — |
| 直近12ヶ月FCF直近4四半期 | $162.0M | $26.9M |
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CSWMEC
| Q4 25 | $28.9M | $13.4M | ||
| Q3 25 | $61.8M | $1.9M | ||
| Q2 25 | $60.6M | $15.0M | ||
| Q1 25 | $27.3M | $8.3M | ||
| Q4 24 | $11.6M | $38.0M | ||
| Q3 24 | $66.8M | $17.9M | ||
| Q2 24 | $62.7M | $23.3M | ||
| Q1 24 | $22.4M | $10.6M |
フリーキャッシュフローCSWMEC
| Q4 25 | $22.7M | $10.2M | ||
| Q3 25 | $58.7M | $-1.1M | ||
| Q2 25 | $57.7M | $12.5M | ||
| Q1 25 | $22.8M | $5.4M | ||
| Q4 24 | $8.5M | $35.6M | ||
| Q3 24 | $61.3M | $15.1M | ||
| Q2 24 | $59.6M | $19.2M | ||
| Q1 24 | $17.5M | $7.8M |
FCFマージンCSWMEC
| Q4 25 | 9.8% | 7.6% | ||
| Q3 25 | 21.2% | -0.8% | ||
| Q2 25 | 21.9% | 9.5% | ||
| Q1 25 | 9.9% | 4.0% | ||
| Q4 24 | 4.4% | 29.4% | ||
| Q3 24 | 26.9% | 11.1% | ||
| Q2 24 | 26.3% | 11.7% | ||
| Q1 24 | 8.3% | 4.9% |
設備投資強度CSWMEC
| Q4 25 | 2.6% | 2.4% | ||
| Q3 25 | 1.1% | 2.1% | ||
| Q2 25 | 1.1% | 1.8% | ||
| Q1 25 | 2.0% | 2.2% | ||
| Q4 24 | 1.6% | 1.9% | ||
| Q3 24 | 2.4% | 2.1% | ||
| Q2 24 | 1.4% | 2.5% | ||
| Q1 24 | 2.3% | 1.7% |
キャッシュ転換率CSWMEC
| Q4 25 | 2.81× | — | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 1.48× | — | ||
| Q1 25 | 0.78× | 416.65× | ||
| Q4 24 | 0.43× | 2.38× | ||
| Q3 24 | 1.85× | 6.03× | ||
| Q2 24 | 1.62× | 6.15× | ||
| Q1 24 | 0.71× | 3.28× |
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% |
MEC
| Fabrication | $72.2M | 54% |
| Construction And Access | $19.2M | 14% |
| Tubes | $16.2M | 12% |
| Other Market | $11.9M | 9% |
| Agriculture | $7.7M | 6% |
| Military | $6.7M | 5% |
| Outdoor Sports | $1.7M | 1% |
