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CSW INDUSTRIALS, INC.（CSW）とPHIBRO ANIMAL HEALTH CORP（PAHC）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
PHIBRO ANIMAL HEALTH CORPの直近四半期売上が大きい（$373.9M vs $233.0M、CSW INDUSTRIALS, INC.の約1.6倍）。PHIBRO ANIMAL HEALTH CORPの純利益率が高く（7.3% vs 4.4%、差は2.9%）。PHIBRO ANIMAL HEALTH CORPの前年同期比売上増加率が高い（20.9% vs 20.3%）。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 $8.3M）。過去8四半期でPHIBRO ANIMAL HEALTH CORPの売上複合成長率が高い（19.2% vs 5.1%）
ファイブローアニマルヘルスコーポレーションは米国の動物健康・ミネラル栄養企業で、抗菌剤、抗コクシジウム剤、駆虫薬のほか、家畜用栄養補給剤、ワクチンなどを製品ラインナップに持っています。ミネラル栄養、機能材料、動物健康の3事業セグメントを中心に収益を上げ、米国、中南米、カナダ、欧州、中東、アフリカ、アジア太平洋地域で事業を展開しています。
CSW vs PAHC — 直接比較
売上が大きい
PAHC
1.6倍大きい
$233.0M
売上成長率が高い
PAHC
+0.6%の差
20.3%
純利益率が高い
PAHC
純利益率が2.9%高い
4.4%
フリーキャッシュフローが多い
CSW
FCF $14.5M多い
$8.3M
2年売上CAGRが高い
PAHC
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 | $373.9M |
| 純利益 | $10.3M | $27.5M |
| 粗利率 | 39.7% | 35.5% |
| 営業利益率 | 7.4% | 13.5% |
| 純利益率 | 4.4% | 7.3% |
| 売上前年比 | 20.3% | 20.9% |
| 純利益前年比 | -61.9% | 762.1% |
| EPS（希薄化後） | $0.62 | $0.67 |
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CSWPAHC
| Q4 25 | $233.0M | $373.9M | ||
| Q3 25 | $277.0M | $363.9M | ||
| Q2 25 | $263.6M | $378.7M | ||
| Q1 25 | $230.5M | $347.8M | ||
| Q4 24 | $193.6M | $309.3M | ||
| Q3 24 | $227.9M | $260.4M | ||
| Q2 24 | $226.2M | $273.2M | ||
| Q1 24 | $210.9M | $263.2M |
純利益CSWPAHC
| Q4 25 | $10.3M | $27.5M | ||
| Q3 25 | $40.7M | $26.5M | ||
| Q2 25 | $40.9M | $17.2M | ||
| Q1 25 | $35.1M | $20.9M | ||
| Q4 24 | $26.9M | $3.2M | ||
| Q3 24 | $36.1M | $7.0M | ||
| Q2 24 | $38.6M | $752.0K | ||
| Q1 24 | $31.8M | $8.4M |
粗利率CSWPAHC
| Q4 25 | 39.7% | 35.5% | ||
| Q3 25 | 43.0% | 32.9% | ||
| Q2 25 | 43.8% | 29.0% | ||
| Q1 25 | 44.2% | 30.1% | ||
| Q4 24 | 41.4% | 32.9% | ||
| Q3 24 | 45.6% | 32.1% | ||
| Q2 24 | 47.5% | 31.9% | ||
| Q1 24 | 44.4% | 30.2% |
営業利益率CSWPAHC
| Q4 25 | 7.4% | 13.5% | ||
| Q3 25 | 20.5% | 14.1% | ||
| Q2 25 | 20.8% | 8.9% | ||
| Q1 25 | 19.5% | 9.6% | ||
| Q4 24 | 15.3% | 8.3% | ||
| Q3 24 | 22.6% | 6.8% | ||
| Q2 24 | 24.3% | 6.7% | ||
| Q1 24 | 21.0% | 7.6% |
純利益率CSWPAHC
| Q4 25 | 4.4% | 7.3% | ||
| Q3 25 | 14.7% | 7.3% | ||
| Q2 25 | 15.5% | 4.5% | ||
| Q1 25 | 15.2% | 6.0% | ||
| Q4 24 | 13.9% | 1.0% | ||
| Q3 24 | 15.8% | 2.7% | ||
| Q2 24 | 17.1% | 0.3% | ||
| Q1 24 | 15.1% | 3.2% |
EPS（希薄化後）CSWPAHC
| Q4 25 | $0.62 | $0.67 | ||
| Q3 25 | $2.41 | $0.65 | ||
| Q2 25 | $2.43 | $0.43 | ||
| Q1 25 | $2.05 | $0.51 | ||
| Q4 24 | $1.60 | $0.08 | ||
| Q3 24 | $2.26 | $0.17 | ||
| Q2 24 | $2.47 | $0.02 | ||
| Q1 24 | $2.03 | $0.21 |
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 | $74.5M |
| 総負債低いほど良い | — | $624.2M |
| 株主資本純資産 | $1.1B | $332.4M |
| 総資産 | $2.3B | $1.4B |
| 負債/資本比率低いほどレバレッジが低い | — | 1.88× |
8四半期トレンド — 暦四半期で整列
現金・短期投資CSWPAHC
| Q4 25 | $40.2M | $74.5M | ||
| Q3 25 | $31.5M | $85.3M | ||
| Q2 25 | $38.0M | $77.0M | ||
| Q1 25 | $225.8M | $70.4M | ||
| Q4 24 | $213.8M | $67.1M | ||
| Q3 24 | $273.2M | $89.8M | ||
| Q2 24 | $18.9M | $114.6M | ||
| Q1 24 | $22.2M | $98.7M |
総負債CSWPAHC
| Q4 25 | — | $624.2M | ||
| Q3 25 | — | $628.0M | ||
| Q2 25 | — | $631.7M | ||
| Q1 25 | $800.1M | $635.4M | ||
| Q4 24 | — | $639.1M | ||
| Q3 24 | — | $295.2M | ||
| Q2 24 | — | $312.1M | ||
| Q1 24 | $166.0M | — |
株主資本CSWPAHC
| Q4 25 | $1.1B | $332.4M | ||
| Q3 25 | $1.1B | $311.7M | ||
| Q2 25 | $1.1B | $285.7M | ||
| Q1 25 | $1.1B | $266.0M | ||
| Q4 24 | $1.0B | $246.8M | ||
| Q3 24 | $1.0B | $258.5M | ||
| Q2 24 | $650.2M | $256.6M | ||
| Q1 24 | $615.7M | $270.1M |
総資産CSWPAHC
| Q4 25 | $2.3B | $1.4B | ||
| Q3 25 | $1.5B | $1.4B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | $1.4B | $966.3M | ||
| Q2 24 | $1.1B | $982.2M | ||
| Q1 24 | $1.0B | $979.0M |
負債/資本比率CSWPAHC
| Q4 25 | — | 1.88× | ||
| Q3 25 | — | 2.01× | ||
| Q2 25 | — | 2.21× | ||
| Q1 25 | 0.75× | 2.39× | ||
| Q4 24 | — | 2.59× | ||
| Q3 24 | — | 1.14× | ||
| Q2 24 | — | 1.22× | ||
| 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 | $19.4M |
| フリーキャッシュフロー営業CF - 設備投資 | $22.7M | $8.3M |
| FCFマージンFCF / 売上 | 9.8% | 2.2% |
| 設備投資強度設備投資 / 売上 | 2.6% | 3.0% |
| キャッシュ転換率営業CF / 純利益 | 2.81× | 0.70× |
| 直近12ヶ月FCF直近4四半期 | $162.0M | $47.3M |
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CSWPAHC
| Q4 25 | $28.9M | $19.4M | ||
| Q3 25 | $61.8M | $9.3M | ||
| Q2 25 | $60.6M | $21.3M | ||
| Q1 25 | $27.3M | $43.2M | ||
| Q4 24 | $11.6M | $3.1M | ||
| Q3 24 | $66.8M | $12.6M | ||
| Q2 24 | $62.7M | $28.4M | ||
| Q1 24 | $22.4M | $11.4M |
フリーキャッシュフローCSWPAHC
| Q4 25 | $22.7M | $8.3M | ||
| Q3 25 | $58.7M | $-4.5M | ||
| Q2 25 | $57.7M | $8.1M | ||
| Q1 25 | $22.8M | $35.4M | ||
| Q4 24 | $8.5M | $-4.7M | ||
| Q3 24 | $61.3M | $3.0M | ||
| Q2 24 | $59.6M | $15.4M | ||
| Q1 24 | $17.5M | $1.7M |
FCFマージンCSWPAHC
| Q4 25 | 9.8% | 2.2% | ||
| Q3 25 | 21.2% | -1.2% | ||
| Q2 25 | 21.9% | 2.1% | ||
| Q1 25 | 9.9% | 10.2% | ||
| Q4 24 | 4.4% | -1.5% | ||
| Q3 24 | 26.9% | 1.2% | ||
| Q2 24 | 26.3% | 5.6% | ||
| Q1 24 | 8.3% | 0.6% |
設備投資強度CSWPAHC
| Q4 25 | 2.6% | 3.0% | ||
| Q3 25 | 1.1% | 3.8% | ||
| Q2 25 | 1.1% | 3.5% | ||
| Q1 25 | 2.0% | 2.2% | ||
| Q4 24 | 1.6% | 2.5% | ||
| Q3 24 | 2.4% | 3.7% | ||
| Q2 24 | 1.4% | 4.8% | ||
| Q1 24 | 2.3% | 3.7% |
キャッシュ転換率CSWPAHC
| Q4 25 | 2.81× | 0.70× | ||
| Q3 25 | 1.52× | 0.35× | ||
| Q2 25 | 1.48× | 1.24× | ||
| Q1 25 | 0.78× | 2.07× | ||
| Q4 24 | 0.43× | 0.97× | ||
| Q3 24 | 1.85× | 1.81× | ||
| Q2 24 | 1.62× | 37.80× | ||
| Q1 24 | 0.71× | 1.36× |
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% |
PAHC
| Medicated Feed Additives And Others | $202.1M | 54% |
| Mineral Nutrition | $68.9M | 18% |
| Nutritional Specialties | $50.2M | 13% |
| Vaccines | $37.6M | 10% |
| Performance Products | $15.0M | 4% |
