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CSW INDUSTRIALS, INC.（CSW）とNational Energy Services Reunited Corp.（NESR）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
National Energy Services Reunited Corp.の直近四半期売上が大きい（$295.3M vs $233.0M、CSW INDUSTRIALS, INC.の約1.3倍）。National Energy Services Reunited Corp.の純利益率が高く（6.0% vs 4.4%、差は1.6%）。CSW INDUSTRIALS, INC.の前年同期比売上増加率が高い（20.3% vs -12.2%）。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 $-34.1M）
National Energy Services Reunited Corp.は総合油田サービスプロバイダーで、石油ガス上流事業者に対して坑井建設、完了、生産運用、介入作業などの一連のソリューションを提供しています。主な事業地域は中東、北アフリカ、東アジアで、各国の国営石油会社や国際エネルギー企業を顧客としています。
CSW vs NESR — 直接比較
売上が大きい
NESR
1.3倍大きい
$233.0M
売上成長率が高い
CSW
+32.5%の差
-12.2%
純利益率が高い
NESR
純利益率が1.6%高い
4.4%
フリーキャッシュフローが多い
CSW
FCF $56.8M多い
$-34.1M
損益計算書 — Q3 FY2026 vs Q3 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $233.0M | $295.3M |
| 純利益 | $10.3M | $17.7M |
| 粗利率 | 39.7% | 12.0% |
| 営業利益率 | 7.4% | 6.6% |
| 純利益率 | 4.4% | 6.0% |
| 売上前年比 | 20.3% | -12.2% |
| 純利益前年比 | -61.9% | -14.0% |
| EPS（希薄化後） | $0.62 | $0.18 |
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CSWNESR
| Q4 25 | $233.0M | — | ||
| Q3 25 | $277.0M | $295.3M | ||
| Q2 25 | $263.6M | $327.4M | ||
| Q1 25 | $230.5M | $303.1M | ||
| Q4 24 | $193.6M | — | ||
| Q3 24 | $227.9M | $336.2M | ||
| Q2 24 | $226.2M | $325.0M | ||
| Q1 24 | $210.9M | — |
純利益CSWNESR
| Q4 25 | $10.3M | — | ||
| Q3 25 | $40.7M | $17.7M | ||
| Q2 25 | $40.9M | $15.2M | ||
| Q1 25 | $35.1M | $10.4M | ||
| Q4 24 | $26.9M | — | ||
| Q3 24 | $36.1M | $20.6M | ||
| Q2 24 | $38.6M | $18.9M | ||
| Q1 24 | $31.8M | — |
粗利率CSWNESR
| Q4 25 | 39.7% | — | ||
| Q3 25 | 43.0% | 12.0% | ||
| Q2 25 | 43.8% | 13.4% | ||
| Q1 25 | 44.2% | 12.4% | ||
| Q4 24 | 41.4% | — | ||
| Q3 24 | 45.6% | 15.9% | ||
| Q2 24 | 47.5% | 16.4% | ||
| Q1 24 | 44.4% | — |
営業利益率CSWNESR
| Q4 25 | 7.4% | — | ||
| Q3 25 | 20.5% | 6.6% | ||
| Q2 25 | 20.8% | 8.3% | ||
| Q1 25 | 19.5% | 6.9% | ||
| Q4 24 | 15.3% | — | ||
| Q3 24 | 22.6% | 10.5% | ||
| Q2 24 | 24.3% | 10.5% | ||
| Q1 24 | 21.0% | — |
純利益率CSWNESR
| Q4 25 | 4.4% | — | ||
| Q3 25 | 14.7% | 6.0% | ||
| Q2 25 | 15.5% | 4.6% | ||
| Q1 25 | 15.2% | 3.4% | ||
| Q4 24 | 13.9% | — | ||
| Q3 24 | 15.8% | 6.1% | ||
| Q2 24 | 17.1% | 5.8% | ||
| Q1 24 | 15.1% | — |
EPS（希薄化後）CSWNESR
| Q4 25 | $0.62 | — | ||
| Q3 25 | $2.41 | $0.18 | ||
| Q2 25 | $2.43 | $0.16 | ||
| Q1 25 | $2.05 | $0.11 | ||
| Q4 24 | $1.60 | — | ||
| Q3 24 | $2.26 | $0.22 | ||
| Q2 24 | $2.47 | $0.20 | ||
| Q1 24 | $2.03 | — |
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 | $69.7M |
| 総負債低いほど良い | — | $274.1M |
| 株主資本純資産 | $1.1B | $956.7M |
| 総資産 | $2.3B | $1.8B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.29× |
8四半期トレンド — 暦四半期で整列
現金・短期投資CSWNESR
| Q4 25 | $40.2M | — | ||
| Q3 25 | $31.5M | $69.7M | ||
| Q2 25 | $38.0M | $131.8M | ||
| Q1 25 | $225.8M | $78.7M | ||
| Q4 24 | $213.8M | — | ||
| Q3 24 | $273.2M | $118.2M | ||
| Q2 24 | $18.9M | $75.0M | ||
| Q1 24 | $22.2M | — |
総負債CSWNESR
| Q4 25 | — | — | ||
| Q3 25 | — | $274.1M | ||
| Q2 25 | — | $291.7M | ||
| Q1 25 | $800.1M | $309.2M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $358.7M | ||
| Q2 24 | — | $376.7M | ||
| Q1 24 | $166.0M | — |
株主資本CSWNESR
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | $956.7M | ||
| Q2 25 | $1.1B | $936.9M | ||
| Q1 25 | $1.1B | $920.5M | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.0B | $873.5M | ||
| Q2 24 | $650.2M | $851.4M | ||
| Q1 24 | $615.7M | — |
総資産CSWNESR
| Q4 25 | $2.3B | — | ||
| Q3 25 | $1.5B | $1.8B | ||
| Q2 25 | $1.5B | $1.8B | ||
| Q1 25 | $1.4B | $1.8B | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.1B | $1.8B | ||
| Q1 24 | $1.0B | — |
負債/資本比率CSWNESR
| Q4 25 | — | — | ||
| Q3 25 | — | 0.29× | ||
| Q2 25 | — | 0.31× | ||
| Q1 25 | 0.75× | 0.34× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.44× | ||
| 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 | $6.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $22.7M | $-34.1M |
| FCFマージンFCF / 売上 | 9.8% | -11.5% |
| 設備投資強度設備投資 / 売上 | 2.6% | 13.8% |
| キャッシュ転換率営業CF / 純利益 | 2.81× | 0.38× |
| 直近12ヶ月FCF直近4四半期 | $162.0M | $68.5M |
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CSWNESR
| Q4 25 | $28.9M | — | ||
| Q3 25 | $61.8M | $6.7M | ||
| Q2 25 | $60.6M | $98.5M | ||
| Q1 25 | $27.3M | $20.5M | ||
| Q4 24 | $11.6M | — | ||
| Q3 24 | $66.8M | $70.8M | ||
| Q2 24 | $62.7M | — | ||
| Q1 24 | $22.4M | — |
フリーキャッシュフローCSWNESR
| Q4 25 | $22.7M | — | ||
| Q3 25 | $58.7M | $-34.1M | ||
| Q2 25 | $57.7M | $68.7M | ||
| Q1 25 | $22.8M | $-9.6M | ||
| Q4 24 | $8.5M | — | ||
| Q3 24 | $61.3M | $43.4M | ||
| Q2 24 | $59.6M | — | ||
| Q1 24 | $17.5M | — |
FCFマージンCSWNESR
| Q4 25 | 9.8% | — | ||
| Q3 25 | 21.2% | -11.5% | ||
| Q2 25 | 21.9% | 21.0% | ||
| Q1 25 | 9.9% | -3.2% | ||
| Q4 24 | 4.4% | — | ||
| Q3 24 | 26.9% | 12.9% | ||
| Q2 24 | 26.3% | — | ||
| Q1 24 | 8.3% | — |
設備投資強度CSWNESR
| Q4 25 | 2.6% | — | ||
| Q3 25 | 1.1% | 13.8% | ||
| Q2 25 | 1.1% | 9.1% | ||
| Q1 25 | 2.0% | 9.9% | ||
| Q4 24 | 1.6% | — | ||
| Q3 24 | 2.4% | 8.1% | ||
| Q2 24 | 1.4% | — | ||
| Q1 24 | 2.3% | — |
キャッシュ転換率CSWNESR
| Q4 25 | 2.81× | — | ||
| Q3 25 | 1.52× | 0.38× | ||
| Q2 25 | 1.48× | 6.48× | ||
| Q1 25 | 0.78× | 1.97× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.85× | 3.43× | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 0.71× | — |
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% |
NESR
| Production Services | $174.4M | 59% |
| Drilling And Evaluation Services | $120.9M | 41% |
