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CSW INDUSTRIALS, INC.（CSW）とNATIONAL FUEL GAS CO（NFG）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 FUEL GAS COの直近四半期売上が大きい（$425.9M vs $233.0M、CSW INDUSTRIALS, INC.の約1.8倍）。NATIONAL FUEL GAS COの純利益率が高く（35.7% vs 4.4%、差は31.3%）。CSW INDUSTRIALS, INC.の前年同期比売上増加率が高い（20.3% vs 1.7%）。過去8四半期でNATIONAL FUEL GAS COの売上複合成長率が高い（12.1% vs 5.1%）
当社は1902年に設立された多角化エネルギー企業で、ニューヨーク州ウィリアムズビルに本社を置き、総資産は62億米ドルに達します。探鉱・生産、パイプライン・貯蔵、ガス収集、公益事業、エネルギーマーケティングの5事業セグメントで事業を展開しています。
CSW vs NFG — 直接比較
売上が大きい
NFG
1.8倍大きい
$233.0M
売上成長率が高い
CSW
+18.6%の差
1.7%
純利益率が高い
NFG
純利益率が31.3%高い
4.4%
2年売上CAGRが高い
NFG
2年複合成長率
5.1%
損益計算書 — Q3 FY2026 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $233.0M | $425.9M |
| 純利益 | $10.3M | $152.0M |
| 粗利率 | 39.7% | — |
| 営業利益率 | 7.4% | 81.5% |
| 純利益率 | 4.4% | 35.7% |
| 売上前年比 | 20.3% | 1.7% |
| 純利益前年比 | -61.9% | — |
| EPS（希薄化後） | $0.62 | $1.59 |
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CSWNFG
| Q1 26 | — | $425.9M | ||
| Q4 25 | $233.0M | $637.9M | ||
| Q3 25 | $277.0M | $443.1M | ||
| Q2 25 | $263.6M | $527.4M | ||
| Q1 25 | $230.5M | $734.8M | ||
| Q4 24 | $193.6M | $513.8M | ||
| Q3 24 | $227.9M | $310.0M | ||
| Q2 24 | $226.2M | $338.6M |
純利益CSWNFG
| Q1 26 | — | $152.0M | ||
| Q4 25 | $10.3M | $181.6M | ||
| Q3 25 | $40.7M | $107.3M | ||
| Q2 25 | $40.9M | $149.8M | ||
| Q1 25 | $35.1M | $216.4M | ||
| Q4 24 | $26.9M | $45.0M | ||
| Q3 24 | $36.1M | $-167.6M | ||
| Q2 24 | $38.6M | $-54.2M |
粗利率CSWNFG
| Q1 26 | — | — | ||
| Q4 25 | 39.7% | 86.6% | ||
| Q3 25 | 43.0% | — | ||
| Q2 25 | 43.8% | 94.7% | ||
| Q1 25 | 44.2% | 81.6% | ||
| Q4 24 | 41.4% | 87.3% | ||
| Q3 24 | 45.6% | — | ||
| Q2 24 | 47.5% | 98.5% |
営業利益率CSWNFG
| Q1 26 | — | 81.5% | ||
| Q4 25 | 7.4% | 43.3% | ||
| Q3 25 | 20.5% | 40.6% | ||
| Q2 25 | 20.8% | 43.7% | ||
| Q1 25 | 19.5% | 43.2% | ||
| Q4 24 | 15.3% | 16.8% | ||
| Q3 24 | 22.6% | -63.4% | ||
| Q2 24 | 24.3% | -15.2% |
純利益率CSWNFG
| Q1 26 | — | 35.7% | ||
| Q4 25 | 4.4% | 28.5% | ||
| Q3 25 | 14.7% | 24.2% | ||
| Q2 25 | 15.5% | 28.4% | ||
| Q1 25 | 15.2% | 29.4% | ||
| Q4 24 | 13.9% | 8.8% | ||
| Q3 24 | 15.8% | -54.1% | ||
| Q2 24 | 17.1% | -16.0% |
EPS（希薄化後）CSWNFG
| Q1 26 | — | $1.59 | ||
| Q4 25 | $0.62 | $1.98 | ||
| Q3 25 | $2.41 | $1.18 | ||
| Q2 25 | $2.43 | $1.64 | ||
| Q1 25 | $2.05 | $2.37 | ||
| Q4 24 | $1.60 | $0.49 | ||
| Q3 24 | $2.26 | $-1.81 | ||
| Q2 24 | $2.47 | $-0.59 |
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 | — |
| 総負債低いほど良い | — | $300.0M |
| 株主資本純資産 | $1.1B | — |
| 総資産 | $2.3B | $9.1B |
| 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CSWNFG
| Q1 26 | — | — | ||
| Q4 25 | $40.2M | $271.4M | ||
| Q3 25 | $31.5M | $43.2M | ||
| Q2 25 | $38.0M | $39.3M | ||
| Q1 25 | $225.8M | $40.0M | ||
| Q4 24 | $213.8M | $48.7M | ||
| Q3 24 | $273.2M | $38.2M | ||
| Q2 24 | $18.9M | $81.4M |
総負債CSWNFG
| Q1 26 | — | $300.0M | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.7B | ||
| Q1 25 | $800.1M | $2.7B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.7B |
株主資本CSWNFG
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $3.6B | ||
| Q3 25 | $1.1B | $3.1B | ||
| Q2 25 | $1.1B | $3.0B | ||
| Q1 25 | $1.1B | $2.8B | ||
| Q4 24 | $1.0B | $-76.2M | ||
| Q3 24 | $1.0B | $-15.5M | ||
| Q2 24 | $650.2M | $5.0M |
総資産CSWNFG
| Q1 26 | — | $9.1B | ||
| Q4 25 | $2.3B | $9.2B | ||
| Q3 25 | $1.5B | $8.7B | ||
| Q2 25 | $1.5B | $8.4B | ||
| Q1 25 | $1.4B | $8.5B | ||
| Q4 24 | $1.4B | $8.3B | ||
| Q3 24 | $1.4B | $8.3B | ||
| Q2 24 | $1.1B | $8.5B |
負債/資本比率CSWNFG
| Q1 26 | — | — | ||
| Q4 25 | — | 0.75× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.90× | ||
| Q1 25 | 0.75× | 0.99× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 532.10× |
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 | $657.3M |
| 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% | 117.0% |
| キャッシュ転換率営業CF / 純利益 | 2.81× | 4.32× |
| 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CSWNFG
| Q1 26 | — | $657.3M | ||
| Q4 25 | $28.9M | $274.9M | ||
| Q3 25 | $61.8M | $237.8M | ||
| Q2 25 | $60.6M | $388.4M | ||
| Q1 25 | $27.3M | $253.8M | ||
| Q4 24 | $11.6M | $220.1M | ||
| Q3 24 | $66.8M | $197.9M | ||
| Q2 24 | $62.7M | $281.8M |
フリーキャッシュフローCSWNFG
| Q1 26 | — | — | ||
| Q4 25 | $22.7M | $-2.7M | ||
| Q3 25 | $58.7M | $-47.8M | ||
| Q2 25 | $57.7M | $195.3M | ||
| Q1 25 | $22.8M | $59.9M | ||
| Q4 24 | $8.5M | $-20.3M | ||
| Q3 24 | $61.3M | $-49.1M | ||
| Q2 24 | $59.6M | $79.5M |
FCFマージンCSWNFG
| Q1 26 | — | — | ||
| Q4 25 | 9.8% | -0.4% | ||
| Q3 25 | 21.2% | -10.8% | ||
| Q2 25 | 21.9% | 37.0% | ||
| Q1 25 | 9.9% | 8.2% | ||
| Q4 24 | 4.4% | -4.0% | ||
| Q3 24 | 26.9% | -15.8% | ||
| Q2 24 | 26.3% | 23.5% |
設備投資強度CSWNFG
| Q1 26 | — | 117.0% | ||
| Q4 25 | 2.6% | 43.5% | ||
| Q3 25 | 1.1% | 64.4% | ||
| Q2 25 | 1.1% | 36.6% | ||
| Q1 25 | 2.0% | 26.4% | ||
| Q4 24 | 1.6% | 46.8% | ||
| Q3 24 | 2.4% | 79.7% | ||
| Q2 24 | 1.4% | 59.7% |
キャッシュ転換率CSWNFG
| Q1 26 | — | 4.32× | ||
| Q4 25 | 2.81× | 1.51× | ||
| Q3 25 | 1.52× | 2.21× | ||
| Q2 25 | 1.48× | 2.59× | ||
| Q1 25 | 0.78× | 1.17× | ||
| Q4 24 | 0.43× | 4.89× | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 1.62× | — |
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% |
NFG
| Revenues from External Customers | $425.8M | 100% |
| Intersegment Revenues | $126.0K | 0% |
