vs
CSW INDUSTRIALS, INC.（CSW）とNational Storage Affiliates Trust（NSA）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 $187.0M、National Storage Affiliates Trustの約1.2倍）。National Storage Affiliates Trustの純利益率が高く（12.2% vs 4.4%、差は7.8%）。CSW INDUSTRIALS, INC.の前年同期比売上増加率が高い（20.3% vs -1.6%）。National Storage Affiliates Trustの直近四半期フリーキャッシュフローが多い（$299.8M vs $22.7M）。過去8四半期でCSW INDUSTRIALS, INC.の売上複合成長率が高い（5.1% vs -2.4%）
ナショナル・ストレージ・アフィリエイツ・トラストは米国に本拠を置く不動産投資信託で、セルフストレージ事業を中心に、米国数十州の施設の所有・運営・買収を行い、個人や企業向けに安全な保管サービスを提供しています。
CSW vs NSA — 直接比較
売上が大きい
CSW
1.2倍大きい
$187.0M
売上成長率が高い
CSW
+21.9%の差
-1.6%
純利益率が高い
NSA
純利益率が7.8%高い
4.4%
フリーキャッシュフローが多い
NSA
FCF $277.1M多い
$22.7M
2年売上CAGRが高い
CSW
2年複合成長率
-2.4%
損益計算書 — Q3 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $233.0M | $187.0M |
| 純利益 | $10.3M | $22.9M |
| 粗利率 | 39.7% | 72.5% |
| 営業利益率 | 7.4% | 20.2% |
| 純利益率 | 4.4% | 12.2% |
| 売上前年比 | 20.3% | -1.6% |
| 純利益前年比 | -61.9% | 36.8% |
| EPS（希薄化後） | $0.62 | $0.23 |
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CSWNSA
| Q4 25 | $233.0M | $187.0M | ||
| Q3 25 | $277.0M | $188.7M | ||
| Q2 25 | $263.6M | $188.8M | ||
| Q1 25 | $230.5M | $188.4M | ||
| Q4 24 | $193.6M | $190.1M | ||
| Q3 24 | $227.9M | $193.6M | ||
| Q2 24 | $226.2M | $190.4M | ||
| Q1 24 | $210.9M | $196.1M |
純利益CSWNSA
| Q4 25 | $10.3M | $22.9M | ||
| Q3 25 | $40.7M | $18.4M | ||
| Q2 25 | $40.9M | $19.5M | ||
| Q1 25 | $35.1M | $13.0M | ||
| Q4 24 | $26.9M | $16.7M | ||
| Q3 24 | $36.1M | $18.7M | ||
| Q2 24 | $38.6M | $17.1M | ||
| Q1 24 | $31.8M | $59.0M |
粗利率CSWNSA
| Q4 25 | 39.7% | 72.5% | ||
| Q3 25 | 43.0% | 70.7% | ||
| Q2 25 | 43.8% | 70.5% | ||
| Q1 25 | 44.2% | 70.7% | ||
| Q4 24 | 41.4% | 72.5% | ||
| Q3 24 | 45.6% | 72.8% | ||
| Q2 24 | 47.5% | 72.6% | ||
| Q1 24 | 44.4% | 72.1% |
営業利益率CSWNSA
| Q4 25 | 7.4% | 20.2% | ||
| Q3 25 | 20.5% | 15.8% | ||
| Q2 25 | 20.8% | 16.5% | ||
| Q1 25 | 19.5% | 11.0% | ||
| Q4 24 | 15.3% | 14.5% | ||
| Q3 24 | 22.6% | 15.8% | ||
| Q2 24 | 24.3% | 17.2% | ||
| Q1 24 | 21.0% | 48.9% |
純利益率CSWNSA
| Q4 25 | 4.4% | 12.2% | ||
| Q3 25 | 14.7% | 9.8% | ||
| Q2 25 | 15.5% | 10.3% | ||
| Q1 25 | 15.2% | 6.9% | ||
| Q4 24 | 13.9% | 8.8% | ||
| Q3 24 | 15.8% | 9.7% | ||
| Q2 24 | 17.1% | 9.0% | ||
| Q1 24 | 15.1% | 30.1% |
EPS（希薄化後）CSWNSA
| Q4 25 | $0.62 | $0.23 | ||
| Q3 25 | $2.41 | $0.17 | ||
| Q2 25 | $2.43 | $0.19 | ||
| Q1 25 | $2.05 | $0.10 | ||
| Q4 24 | $1.60 | $0.19 | ||
| Q3 24 | $2.26 | $0.18 | ||
| Q2 24 | $2.47 | $0.16 | ||
| Q1 24 | $2.03 | $0.65 |
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 | $23.3M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.1B | $946.0M |
| 総資産 | $2.3B | $5.1B |
| 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CSWNSA
| Q4 25 | $40.2M | $23.3M | ||
| Q3 25 | $31.5M | $26.3M | ||
| Q2 25 | $38.0M | $26.1M | ||
| Q1 25 | $225.8M | $19.3M | ||
| Q4 24 | $213.8M | $50.4M | ||
| Q3 24 | $273.2M | $69.9M | ||
| Q2 24 | $18.9M | $59.0M | ||
| Q1 24 | $22.2M | $64.2M |
総負債CSWNSA
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
株主資本CSWNSA
| Q4 25 | $1.1B | $946.0M | ||
| Q3 25 | $1.1B | $973.1M | ||
| Q2 25 | $1.1B | $1.0B | ||
| Q1 25 | $1.1B | $1.0B | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $1.0B | $986.9M | ||
| Q2 24 | $650.2M | $1.2B | ||
| Q1 24 | $615.7M | $1.3B |
総資産CSWNSA
| Q4 25 | $2.3B | $5.1B | ||
| Q3 25 | $1.5B | $5.1B | ||
| Q2 25 | $1.5B | $5.2B | ||
| Q1 25 | $1.4B | $5.3B | ||
| Q4 24 | $1.4B | $5.4B | ||
| Q3 24 | $1.4B | $5.4B | ||
| Q2 24 | $1.1B | $5.3B | ||
| Q1 24 | $1.0B | $5.4B |
負債/資本比率CSWNSA
| 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 | $338.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $22.7M | $299.8M |
| FCFマージンFCF / 売上 | 9.8% | 160.3% |
| 設備投資強度設備投資 / 売上 | 2.6% | 20.7% |
| キャッシュ転換率営業CF / 純利益 | 2.81× | 14.79× |
| 直近12ヶ月FCF直近4四半期 | $162.0M | $541.5M |
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CSWNSA
| Q4 25 | $28.9M | $338.5M | ||
| Q3 25 | $61.8M | $100.2M | ||
| Q2 25 | $60.6M | $79.9M | ||
| Q1 25 | $27.3M | $85.6M | ||
| Q4 24 | $11.6M | $363.1M | ||
| Q3 24 | $66.8M | $105.7M | ||
| Q2 24 | $62.7M | $83.2M | ||
| Q1 24 | $22.4M | $94.0M |
フリーキャッシュフローCSWNSA
| Q4 25 | $22.7M | $299.8M | ||
| Q3 25 | $58.7M | $88.0M | ||
| Q2 25 | $57.7M | $73.8M | ||
| Q1 25 | $22.8M | $79.9M | ||
| Q4 24 | $8.5M | $344.4M | ||
| Q3 24 | $61.3M | $101.8M | ||
| Q2 24 | $59.6M | $79.5M | ||
| Q1 24 | $17.5M | $88.6M |
FCFマージンCSWNSA
| Q4 25 | 9.8% | 160.3% | ||
| Q3 25 | 21.2% | 46.6% | ||
| Q2 25 | 21.9% | 39.1% | ||
| Q1 25 | 9.9% | 42.4% | ||
| Q4 24 | 4.4% | 181.2% | ||
| Q3 24 | 26.9% | 52.6% | ||
| Q2 24 | 26.3% | 41.7% | ||
| Q1 24 | 8.3% | 45.2% |
設備投資強度CSWNSA
| Q4 25 | 2.6% | 20.7% | ||
| Q3 25 | 1.1% | 6.5% | ||
| Q2 25 | 1.1% | 3.2% | ||
| Q1 25 | 2.0% | 3.0% | ||
| Q4 24 | 1.6% | 9.8% | ||
| Q3 24 | 2.4% | 2.0% | ||
| Q2 24 | 1.4% | 1.9% | ||
| Q1 24 | 2.3% | 2.7% |
キャッシュ転換率CSWNSA
| Q4 25 | 2.81× | 14.79× | ||
| Q3 25 | 1.52× | 5.44× | ||
| Q2 25 | 1.48× | 4.10× | ||
| Q1 25 | 0.78× | 6.59× | ||
| Q4 24 | 0.43× | 21.70× | ||
| Q3 24 | 1.85× | 5.65× | ||
| Q2 24 | 1.62× | 4.88× | ||
| Q1 24 | 0.71× | 1.59× |
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% |
NSA
セグメントデータなし
