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CSW INDUSTRIALS, INC.（CSW）とUNIVERSAL DISPLAY CORP \PA\（OLED）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 $172.9M、UNIVERSAL DISPLAY CORP \PA\の約1.3倍）。UNIVERSAL DISPLAY CORP \PA\の純利益率が高く（38.4% vs 4.4%、差は34.0%）。CSW INDUSTRIALS, INC.の前年同期比売上増加率が高い（20.3% vs 6.6%）。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 $15.1M）。過去8四半期でCSW INDUSTRIALS, INC.の売上複合成長率が高い（5.1% vs 2.3%）
ユニバーサルディスプレイコーポレーション（証券コード：OLED）は、有機発光ダイオード（OLED）技術及び関連材料の開発・製造を主力事業とし、豊富な技術蓄積を持ち、ディスプレイ・照明業界向けに各種サービスを提供する世界的なOLED産業のキーサプライヤーです。
CSW vs OLED — 直接比較
売上が大きい
CSW
1.3倍大きい
$172.9M
売上成長率が高い
CSW
+13.8%の差
6.6%
純利益率が高い
OLED
純利益率が34.0%高い
4.4%
フリーキャッシュフローが多い
CSW
FCF $7.7M多い
$15.1M
2年売上CAGRが高い
CSW
2年複合成長率
2.3%
損益計算書 — Q3 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $233.0M | $172.9M |
| 純利益 | $10.3M | $66.3M |
| 粗利率 | 39.7% | 76.1% |
| 営業利益率 | 7.4% | 38.9% |
| 純利益率 | 4.4% | 38.4% |
| 売上前年比 | 20.3% | 6.6% |
| 純利益前年比 | -61.9% | 44.2% |
| EPS（希薄化後） | $0.62 | $1.40 |
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CSWOLED
| Q4 25 | $233.0M | $172.9M | ||
| Q3 25 | $277.0M | $139.6M | ||
| Q2 25 | $263.6M | $171.8M | ||
| Q1 25 | $230.5M | $166.3M | ||
| Q4 24 | $193.6M | $162.3M | ||
| Q3 24 | $227.9M | $161.6M | ||
| Q2 24 | $226.2M | $158.5M | ||
| Q1 24 | $210.9M | $165.3M |
純利益CSWOLED
| Q4 25 | $10.3M | $66.3M | ||
| Q3 25 | $40.7M | $44.0M | ||
| Q2 25 | $40.9M | $67.3M | ||
| Q1 25 | $35.1M | $64.4M | ||
| Q4 24 | $26.9M | $46.0M | ||
| Q3 24 | $36.1M | $66.9M | ||
| Q2 24 | $38.6M | $52.3M | ||
| Q1 24 | $31.8M | $56.9M |
粗利率CSWOLED
| Q4 25 | 39.7% | 76.1% | ||
| Q3 25 | 43.0% | 74.6% | ||
| Q2 25 | 43.8% | 77.2% | ||
| Q1 25 | 44.2% | 77.1% | ||
| Q4 24 | 41.4% | 77.0% | ||
| Q3 24 | 45.6% | 77.8% | ||
| Q2 24 | 47.5% | 75.8% | ||
| Q1 24 | 44.4% | 77.6% |
営業利益率CSWOLED
| Q4 25 | 7.4% | 38.9% | ||
| Q3 25 | 20.5% | 30.9% | ||
| Q2 25 | 20.8% | 39.9% | ||
| Q1 25 | 19.5% | 41.9% | ||
| Q4 24 | 15.3% | 32.3% | ||
| Q3 24 | 22.6% | 41.5% | ||
| Q2 24 | 24.3% | 35.6% | ||
| Q1 24 | 21.0% | 38.0% |
純利益率CSWOLED
| Q4 25 | 4.4% | 38.4% | ||
| Q3 25 | 14.7% | 31.5% | ||
| Q2 25 | 15.5% | 39.2% | ||
| Q1 25 | 15.2% | 38.8% | ||
| Q4 24 | 13.9% | 28.4% | ||
| Q3 24 | 15.8% | 41.4% | ||
| Q2 24 | 17.1% | 33.0% | ||
| Q1 24 | 15.1% | 34.4% |
EPS（希薄化後）CSWOLED
| Q4 25 | $0.62 | $1.40 | ||
| Q3 25 | $2.41 | $0.92 | ||
| Q2 25 | $2.43 | $1.41 | ||
| Q1 25 | $2.05 | $1.35 | ||
| Q4 24 | $1.60 | $0.96 | ||
| Q3 24 | $2.26 | $1.40 | ||
| Q2 24 | $2.47 | $1.10 | ||
| Q1 24 | $2.03 | $1.19 |
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 | $602.4M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.1B | $1.8B |
| 総資産 | $2.3B | $2.0B |
| 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CSWOLED
| Q4 25 | $40.2M | $602.4M | ||
| Q3 25 | $31.5M | $603.0M | ||
| Q2 25 | $38.0M | $525.2M | ||
| Q1 25 | $225.8M | $571.3M | ||
| Q4 24 | $213.8M | $492.7M | ||
| Q3 24 | $273.2M | $551.6M | ||
| Q2 24 | $18.9M | $530.5M | ||
| Q1 24 | $22.2M | $539.3M |
総負債CSWOLED
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
株主資本CSWOLED
| Q4 25 | $1.1B | $1.8B | ||
| Q3 25 | $1.1B | $1.7B | ||
| Q2 25 | $1.1B | $1.7B | ||
| Q1 25 | $1.1B | $1.7B | ||
| Q4 24 | $1.0B | $1.6B | ||
| Q3 24 | $1.0B | $1.6B | ||
| Q2 24 | $650.2M | $1.5B | ||
| Q1 24 | $615.7M | $1.5B |
総資産CSWOLED
| Q4 25 | $2.3B | $2.0B | ||
| Q3 25 | $1.5B | $1.9B | ||
| Q2 25 | $1.5B | $1.9B | ||
| Q1 25 | $1.4B | $1.9B | ||
| Q4 24 | $1.4B | $1.8B | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.1B | $1.8B | ||
| Q1 24 | $1.0B | $1.7B |
負債/資本比率CSWOLED
| 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 | $31.1M |
| フリーキャッシュフロー営業CF - 設備投資 | $22.7M | $15.1M |
| FCFマージンFCF / 売上 | 9.8% | 8.7% |
| 設備投資強度設備投資 / 売上 | 2.6% | 9.3% |
| キャッシュ転換率営業CF / 純利益 | 2.81× | 0.47× |
| 直近12ヶ月FCF直近4四半期 | $162.0M | $154.4M |
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CSWOLED
| Q4 25 | $28.9M | $31.1M | ||
| Q3 25 | $61.8M | $97.2M | ||
| Q2 25 | $60.6M | $51.9M | ||
| Q1 25 | $27.3M | $30.6M | ||
| Q4 24 | $11.6M | $34.7M | ||
| Q3 24 | $66.8M | $79.9M | ||
| Q2 24 | $62.7M | $67.0M | ||
| Q1 24 | $22.4M | $72.2M |
フリーキャッシュフローCSWOLED
| Q4 25 | $22.7M | $15.1M | ||
| Q3 25 | $58.7M | $84.3M | ||
| Q2 25 | $57.7M | $37.5M | ||
| Q1 25 | $22.8M | $17.5M | ||
| Q4 24 | $8.5M | $22.0M | ||
| Q3 24 | $61.3M | $66.2M | ||
| Q2 24 | $59.6M | $57.9M | ||
| Q1 24 | $17.5M | $65.0M |
FCFマージンCSWOLED
| Q4 25 | 9.8% | 8.7% | ||
| Q3 25 | 21.2% | 60.4% | ||
| Q2 25 | 21.9% | 21.8% | ||
| Q1 25 | 9.9% | 10.5% | ||
| Q4 24 | 4.4% | 13.6% | ||
| Q3 24 | 26.9% | 41.0% | ||
| Q2 24 | 26.3% | 36.5% | ||
| Q1 24 | 8.3% | 39.3% |
設備投資強度CSWOLED
| Q4 25 | 2.6% | 9.3% | ||
| Q3 25 | 1.1% | 9.2% | ||
| Q2 25 | 1.1% | 8.4% | ||
| Q1 25 | 2.0% | 7.9% | ||
| Q4 24 | 1.6% | 7.8% | ||
| Q3 24 | 2.4% | 8.4% | ||
| Q2 24 | 1.4% | 5.8% | ||
| Q1 24 | 2.3% | 4.4% |
キャッシュ転換率CSWOLED
| Q4 25 | 2.81× | 0.47× | ||
| Q3 25 | 1.52× | 2.21× | ||
| Q2 25 | 1.48× | 0.77× | ||
| Q1 25 | 0.78× | 0.47× | ||
| Q4 24 | 0.43× | 0.75× | ||
| Q3 24 | 1.85× | 1.19× | ||
| Q2 24 | 1.62× | 1.28× | ||
| Q1 24 | 0.71× | 1.27× |
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% |
OLED
| Material Sales | $95.5M | 55% |
| Other | $72.6M | 42% |
| Contract Research Services | $4.8M | 3% |
