vs
CSW INDUSTRIALS, INC.（CSW）とFreightCar America, Inc.（RAIL）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 $125.5M、FreightCar America, Inc.の約1.9倍）。CSW INDUSTRIALS, INC.の純利益率が高く（4.4% vs -13.2%、差は17.6%）。CSW INDUSTRIALS, INC.の前年同期比売上増加率が高い（20.3% vs -8.8%）。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 $8.8M）。過去8四半期でCSW INDUSTRIALS, INC.の売上複合成長率が高い（5.1% vs -11.7%）
FreightCar America, Inc.は鉄道業界向けの貨車メーカーで、全世界で約2000人の従業員を擁しています。メキシコのカスタニョスに70万平方フィートの主力生産拠点を置き、本社はシカゴに、エンジニアリング・部品拠点はペンシルベニア州ジョンストンに設置しています。
CSW vs RAIL — 直接比較
売上が大きい
CSW
1.9倍大きい
$125.5M
売上成長率が高い
CSW
+29.1%の差
-8.8%
純利益率が高い
CSW
純利益率が17.6%高い
-13.2%
フリーキャッシュフローが多い
CSW
FCF $14.0M多い
$8.8M
2年売上CAGRが高い
CSW
2年複合成長率
-11.7%
損益計算書 — Q3 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $233.0M | $125.5M |
| 純利益 | $10.3M | $-16.6M |
| 粗利率 | 39.7% | 13.4% |
| 営業利益率 | 7.4% | 6.2% |
| 純利益率 | 4.4% | -13.2% |
| 売上前年比 | 20.3% | -8.8% |
| 純利益前年比 | -61.9% | -147.9% |
| EPS（希薄化後） | $0.62 | $-0.54 |
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CSWRAIL
| Q4 25 | $233.0M | $125.5M | ||
| Q3 25 | $277.0M | $160.4M | ||
| Q2 25 | $263.6M | $118.5M | ||
| Q1 25 | $230.5M | $96.2M | ||
| Q4 24 | $193.6M | $137.6M | ||
| Q3 24 | $227.9M | $113.2M | ||
| Q2 24 | $226.2M | $146.0M | ||
| Q1 24 | $210.9M | $160.9M |
純利益CSWRAIL
| Q4 25 | $10.3M | $-16.6M | ||
| Q3 25 | $40.7M | $-7.4M | ||
| Q2 25 | $40.9M | $11.7M | ||
| Q1 25 | $35.1M | $50.4M | ||
| Q4 24 | $26.9M | $34.6M | ||
| Q3 24 | $36.1M | $-107.0M | ||
| Q2 24 | $38.6M | $8.2M | ||
| Q1 24 | $31.8M | $-11.6M |
粗利率CSWRAIL
| Q4 25 | 39.7% | 13.4% | ||
| Q3 25 | 43.0% | 15.1% | ||
| Q2 25 | 43.8% | 15.0% | ||
| Q1 25 | 44.2% | 15.0% | ||
| Q4 24 | 41.4% | 15.3% | ||
| Q3 24 | 45.6% | 14.3% | ||
| Q2 24 | 47.5% | 12.6% | ||
| Q1 24 | 44.4% | 7.1% |
営業利益率CSWRAIL
| Q4 25 | 7.4% | 6.2% | ||
| Q3 25 | 20.5% | 9.1% | ||
| Q2 25 | 20.8% | 6.5% | ||
| Q1 25 | 19.5% | 4.0% | ||
| Q4 24 | 15.3% | 8.5% | ||
| Q3 24 | 22.6% | 7.6% | ||
| Q2 24 | 24.3% | 9.0% | ||
| Q1 24 | 21.0% | 2.4% |
純利益率CSWRAIL
| Q4 25 | 4.4% | -13.2% | ||
| Q3 25 | 14.7% | -4.6% | ||
| Q2 25 | 15.5% | 9.9% | ||
| Q1 25 | 15.2% | 52.4% | ||
| Q4 24 | 13.9% | 25.2% | ||
| Q3 24 | 15.8% | -94.6% | ||
| Q2 24 | 17.1% | 5.6% | ||
| Q1 24 | 15.1% | -7.2% |
EPS（希薄化後）CSWRAIL
| Q4 25 | $0.62 | $-0.54 | ||
| Q3 25 | $2.41 | $-0.23 | ||
| Q2 25 | $2.43 | $0.34 | ||
| Q1 25 | $2.05 | $1.52 | ||
| Q4 24 | $1.60 | $0.88 | ||
| Q3 24 | $2.26 | $-3.57 | ||
| Q2 24 | $2.47 | $0.11 | ||
| Q1 24 | $2.03 | $-0.54 |
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 | — | $107.2M |
| 株主資本純資産 | $1.1B | $-107.4M |
| 総資産 | $2.3B | $290.0M |
| 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CSWRAIL
| Q4 25 | $40.2M | — | ||
| Q3 25 | $31.5M | — | ||
| Q2 25 | $38.0M | — | ||
| Q1 25 | $225.8M | — | ||
| Q4 24 | $213.8M | — | ||
| Q3 24 | $273.2M | — | ||
| Q2 24 | $18.9M | — | ||
| Q1 24 | $22.2M | — |
総負債CSWRAIL
| Q4 25 | — | $107.2M | ||
| Q3 25 | — | $107.6M | ||
| Q2 25 | — | $107.9M | ||
| Q1 25 | $800.1M | $108.2M | ||
| Q4 24 | — | $108.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
株主資本CSWRAIL
| Q4 25 | $1.1B | $-107.4M | ||
| Q3 25 | $1.1B | $-90.9M | ||
| Q2 25 | $1.1B | $-83.5M | ||
| Q1 25 | $1.1B | $-97.4M | ||
| Q4 24 | $1.0B | $-150.3M | ||
| Q3 24 | $1.0B | $-156.3M | ||
| Q2 24 | $650.2M | $-48.8M | ||
| Q1 24 | $615.7M | $-57.0M |
総資産CSWRAIL
| Q4 25 | $2.3B | $290.0M | ||
| Q3 25 | $1.5B | $340.8M | ||
| Q2 25 | $1.5B | $328.1M | ||
| Q1 25 | $1.4B | $250.5M | ||
| Q4 24 | $1.4B | $224.2M | ||
| Q3 24 | $1.4B | $245.9M | ||
| Q2 24 | $1.1B | $207.2M | ||
| Q1 24 | $1.0B | $248.7M |
負債/資本比率CSWRAIL
| 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 | $10.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $22.7M | $8.8M |
| FCFマージンFCF / 売上 | 9.8% | 7.0% |
| 設備投資強度設備投資 / 売上 | 2.6% | 1.0% |
| キャッシュ転換率営業CF / 純利益 | 2.81× | — |
| 直近12ヶ月FCF直近4四半期 | $162.0M | $31.4M |
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CSWRAIL
| Q4 25 | $28.9M | $10.0M | ||
| Q3 25 | $61.8M | $3.4M | ||
| Q2 25 | $60.6M | $8.5M | ||
| Q1 25 | $27.3M | $12.8M | ||
| Q4 24 | $11.6M | $5.9M | ||
| Q3 24 | $66.8M | $7.2M | ||
| Q2 24 | $62.7M | $57.2M | ||
| Q1 24 | $22.4M | $-25.3M |
フリーキャッシュフローCSWRAIL
| Q4 25 | $22.7M | $8.8M | ||
| Q3 25 | $58.7M | $2.2M | ||
| Q2 25 | $57.7M | $7.9M | ||
| Q1 25 | $22.8M | $12.5M | ||
| Q4 24 | $8.5M | $4.6M | ||
| Q3 24 | $61.3M | $5.7M | ||
| Q2 24 | $59.6M | $55.9M | ||
| Q1 24 | $17.5M | $-26.3M |
FCFマージンCSWRAIL
| Q4 25 | 9.8% | 7.0% | ||
| Q3 25 | 21.2% | 1.4% | ||
| Q2 25 | 21.9% | 6.7% | ||
| Q1 25 | 9.9% | 13.0% | ||
| Q4 24 | 4.4% | 3.3% | ||
| Q3 24 | 26.9% | 5.0% | ||
| Q2 24 | 26.3% | 38.3% | ||
| Q1 24 | 8.3% | -16.3% |
設備投資強度CSWRAIL
| Q4 25 | 2.6% | 1.0% | ||
| Q3 25 | 1.1% | 0.7% | ||
| Q2 25 | 1.1% | 0.5% | ||
| Q1 25 | 2.0% | 0.3% | ||
| Q4 24 | 1.6% | 0.9% | ||
| Q3 24 | 2.4% | 1.3% | ||
| Q2 24 | 1.4% | 0.9% | ||
| Q1 24 | 2.3% | 0.6% |
キャッシュ転換率CSWRAIL
| Q4 25 | 2.81× | — | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 1.48× | 0.73× | ||
| Q1 25 | 0.78× | 0.25× | ||
| Q4 24 | 0.43× | 0.17× | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 1.62× | 6.99× | ||
| 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% |
RAIL
| Railcar Sales | $118.9M | 95% |
| Aftermarket Sales | $6.6M | 5% |
