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CSW INDUSTRIALS, INC.（CSW）とRibbon Communications Inc.（RBBN）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 $162.6M、Ribbon Communications Inc.の約1.4倍）。Ribbon Communications Inc.の純利益率が高く（54.8% vs 4.4%、差は50.4%）。CSW INDUSTRIALS, INC.の前年同期比売上増加率が高い（20.3% vs -10.3%）。過去8四半期でCSW INDUSTRIALS, INC.の売上複合成長率が高い（5.1% vs -8.1%）
Ribbon Communications Inc.は通信事業者、企業、重要インフラ分野に向け、ソフトウェア、IPおよび光ネットワークソリューションを提供する企業です。2017年にGenbandとSonus Networksが合併して設立され、本社は米国テキサス州プレイノに置かれている上場企業です。
CSW vs RBBN — 直接比較
売上が大きい
CSW
1.4倍大きい
$162.6M
売上成長率が高い
CSW
+30.6%の差
-10.3%
純利益率が高い
RBBN
純利益率が50.4%高い
4.4%
2年売上CAGRが高い
CSW
2年複合成長率
-8.1%
損益計算書 — Q3 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $233.0M | $162.6M |
| 純利益 | $10.3M | $89.1M |
| 粗利率 | 39.7% | 42.9% |
| 営業利益率 | 7.4% | 37.6% |
| 純利益率 | 4.4% | 54.8% |
| 売上前年比 | 20.3% | -10.3% |
| 純利益前年比 | -61.9% | — |
| EPS（希薄化後） | $0.62 | $0.50 |
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CSWRBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $233.0M | $227.3M | ||
| Q3 25 | $277.0M | $215.4M | ||
| Q2 25 | $263.6M | $220.6M | ||
| Q1 25 | $230.5M | $181.3M | ||
| Q4 24 | $193.6M | $251.4M | ||
| Q3 24 | $227.9M | $210.2M | ||
| Q2 24 | $226.2M | $192.6M |
純利益CSWRBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $10.3M | — | ||
| Q3 25 | $40.7M | $-12.1M | ||
| Q2 25 | $40.9M | $-11.1M | ||
| Q1 25 | $35.1M | $-26.2M | ||
| Q4 24 | $26.9M | — | ||
| Q3 24 | $36.1M | $-13.4M | ||
| Q2 24 | $38.6M | $-16.8M |
粗利率CSWRBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 39.7% | 53.3% | ||
| Q3 25 | 43.0% | 50.1% | ||
| Q2 25 | 43.8% | 49.6% | ||
| Q1 25 | 44.2% | 45.4% | ||
| Q4 24 | 41.4% | 55.7% | ||
| Q3 24 | 45.6% | 52.1% | ||
| Q2 24 | 47.5% | 50.8% |
営業利益率CSWRBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 7.4% | 4.1% | ||
| Q3 25 | 20.5% | 1.3% | ||
| Q2 25 | 20.8% | 1.9% | ||
| Q1 25 | 19.5% | -10.8% | ||
| Q4 24 | 15.3% | 13.2% | ||
| Q3 24 | 22.6% | -0.4% | ||
| Q2 24 | 24.3% | -1.0% |
純利益率CSWRBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | 4.4% | — | ||
| Q3 25 | 14.7% | -5.6% | ||
| Q2 25 | 15.5% | -5.0% | ||
| Q1 25 | 15.2% | -14.5% | ||
| Q4 24 | 13.9% | — | ||
| Q3 24 | 15.8% | -6.4% | ||
| Q2 24 | 17.1% | -8.7% |
EPS（希薄化後）CSWRBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.62 | $0.50 | ||
| Q3 25 | $2.41 | $-0.07 | ||
| Q2 25 | $2.43 | $-0.06 | ||
| Q1 25 | $2.05 | $-0.15 | ||
| Q4 24 | $1.60 | $0.05 | ||
| Q3 24 | $2.26 | $-0.08 | ||
| Q2 24 | $2.47 | $-0.10 |
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 | $67.6M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.1B | $419.1M |
| 総資産 | $2.3B | — |
| 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CSWRBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $40.2M | $96.4M | ||
| Q3 25 | $31.5M | $74.8M | ||
| Q2 25 | $38.0M | $60.5M | ||
| Q1 25 | $225.8M | $71.2M | ||
| Q4 24 | $213.8M | $87.8M | ||
| Q3 24 | $273.2M | $37.2M | ||
| Q2 24 | $18.9M | $64.6M |
総負債CSWRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $342.1M | ||
| Q3 25 | — | $344.3M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | $800.1M | $347.4M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | — | $350.0M |
株主資本CSWRBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $1.1B | $449.0M | ||
| Q3 25 | $1.1B | $360.1M | ||
| Q2 25 | $1.1B | $370.4M | ||
| Q1 25 | $1.1B | $381.8M | ||
| Q4 24 | $1.0B | $404.6M | ||
| Q3 24 | $1.0B | $395.5M | ||
| Q2 24 | $650.2M | $405.0M |
総資産CSWRBBN
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | $1.2B | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.4B | $1.1B | ||
| Q4 24 | $1.4B | $1.2B | ||
| Q3 24 | $1.4B | $1.1B | ||
| Q2 24 | $1.1B | $1.1B |
負債/資本比率CSWRBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.96× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | 0.75× | 0.91× | ||
| Q4 24 | — | 0.86× | ||
| Q3 24 | — | 0.88× | ||
| Q2 24 | — | 0.86× |
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 | — |
| 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% | — |
| 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 | — |
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CSWRBBN
| Q1 26 | — | — | ||
| Q4 25 | $28.9M | $29.2M | ||
| Q3 25 | $61.8M | $26.5M | ||
| Q2 25 | $60.6M | $-795.0K | ||
| Q1 25 | $27.3M | $-3.5M | ||
| Q4 24 | $11.6M | $61.8M | ||
| Q3 24 | $66.8M | $-14.8M | ||
| Q2 24 | $62.7M | $-9.8M |
フリーキャッシュフローCSWRBBN
| Q1 26 | — | — | ||
| Q4 25 | $22.7M | $27.3M | ||
| Q3 25 | $58.7M | $21.0M | ||
| Q2 25 | $57.7M | $-6.5M | ||
| Q1 25 | $22.8M | $-15.7M | ||
| Q4 24 | $8.5M | $53.8M | ||
| Q3 24 | $61.3M | $-23.7M | ||
| Q2 24 | $59.6M | $-12.9M |
FCFマージンCSWRBBN
| Q1 26 | — | — | ||
| Q4 25 | 9.8% | 12.0% | ||
| Q3 25 | 21.2% | 9.7% | ||
| Q2 25 | 21.9% | -2.9% | ||
| Q1 25 | 9.9% | -8.7% | ||
| Q4 24 | 4.4% | 21.4% | ||
| Q3 24 | 26.9% | -11.3% | ||
| Q2 24 | 26.3% | -6.7% |
設備投資強度CSWRBBN
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 0.9% | ||
| Q3 25 | 1.1% | 2.6% | ||
| Q2 25 | 1.1% | 2.6% | ||
| Q1 25 | 2.0% | 6.7% | ||
| Q4 24 | 1.6% | 3.2% | ||
| Q3 24 | 2.4% | 4.2% | ||
| Q2 24 | 1.4% | 1.6% |
キャッシュ転換率CSWRBBN
| Q1 26 | — | — | ||
| Q4 25 | 2.81× | — | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 1.48× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.43× | — | ||
| 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% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
