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CSW INDUSTRIALS, INC.(CSW)とServisFirst Bancshares, Inc.(SFBS)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 $159.0M、ServisFirst Bancshares, Inc.の約1.5倍)。ServisFirst Bancshares, Inc.の純利益率が高く(52.2% vs 4.4%、差は47.8%)。過去8四半期でServisFirst Bancshares, Inc.の売上複合成長率が高い(17.7% vs 5.1%)
ServisFirst Bancshares, Inc.は米国に本拠を置く銀行持株会社で、主に米国南東部で総合銀行拠点を運営しています。中小企業、専門職顧客、個人消費者向けに商業銀行業務、個人銀行業務、資産管理、住宅ローン提供などの各種金融サービスを提供しています。
CSW vs SFBS — 直接比較
売上が大きい
CSW
1.5倍大きい
$159.0M
純利益率が高い
SFBS
純利益率が47.8%高い
4.4%
2年売上CAGRが高い
SFBS
2年複合成長率
5.1%
損益計算書 — Q3 FY2026 vs Q1 FY2026
| 指標 | ||
|---|---|---|
| 売上 | $233.0M | $159.0M |
| 純利益 | $10.3M | $83.0M |
| 粗利率 | 39.7% | — |
| 営業利益率 | 7.4% | — |
| 純利益率 | 4.4% | 52.2% |
| 売上前年比 | 20.3% | — |
| 純利益前年比 | -61.9% | 31.2% |
| EPS(希薄化後) | $0.62 | $1.52 |
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
CSW
SFBS
| Q1 26 | — | $159.0M | ||
| Q4 25 | $233.0M | $162.2M | ||
| Q3 25 | $277.0M | $136.3M | ||
| Q2 25 | $263.6M | $132.1M | ||
| Q1 25 | $230.5M | $131.8M | ||
| Q4 24 | $193.6M | $131.9M | ||
| Q3 24 | $227.9M | $123.7M | ||
| Q2 24 | $226.2M | $114.8M |
純利益
CSW
SFBS
| Q1 26 | — | $83.0M | ||
| Q4 25 | $10.3M | $86.4M | ||
| Q3 25 | $40.7M | $65.6M | ||
| Q2 25 | $40.9M | $61.4M | ||
| Q1 25 | $35.1M | $63.2M | ||
| Q4 24 | $26.9M | $65.2M | ||
| Q3 24 | $36.1M | $59.9M | ||
| Q2 24 | $38.6M | $52.1M |
粗利率
CSW
SFBS
| Q1 26 | — | — | ||
| Q4 25 | 39.7% | — | ||
| Q3 25 | 43.0% | — | ||
| Q2 25 | 43.8% | — | ||
| Q1 25 | 44.2% | — | ||
| Q4 24 | 41.4% | — | ||
| Q3 24 | 45.6% | — | ||
| Q2 24 | 47.5% | — |
営業利益率
CSW
SFBS
| Q1 26 | — | — | ||
| Q4 25 | 7.4% | 66.3% | ||
| Q3 25 | 20.5% | 57.8% | ||
| Q2 25 | 20.8% | 58.0% | ||
| Q1 25 | 19.5% | 60.0% | ||
| Q4 24 | 15.3% | 60.2% | ||
| Q3 24 | 22.6% | 58.5% | ||
| Q2 24 | 24.3% | 58.0% |
純利益率
CSW
SFBS
| Q1 26 | — | 52.2% | ||
| Q4 25 | 4.4% | 59.0% | ||
| Q3 25 | 14.7% | 48.1% | ||
| Q2 25 | 15.5% | 46.5% | ||
| Q1 25 | 15.2% | 48.0% | ||
| Q4 24 | 13.9% | 52.9% | ||
| Q3 24 | 15.8% | 48.4% | ||
| Q2 24 | 17.1% | 45.4% |
EPS(希薄化後)
CSW
SFBS
| Q1 26 | — | $1.52 | ||
| Q4 25 | $0.62 | $1.58 | ||
| Q3 25 | $2.41 | $1.20 | ||
| Q2 25 | $2.43 | $1.12 | ||
| Q1 25 | $2.05 | $1.16 | ||
| Q4 24 | $1.60 | $1.19 | ||
| Q3 24 | $2.26 | $1.10 | ||
| Q2 24 | $2.47 | $0.95 |
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 | $1.8B |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.1B | $1.9B |
| 総資産 | $2.3B | $18.2B |
| 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
CSW
SFBS
| Q1 26 | — | $1.8B | ||
| 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 | — |
総負債
CSW
SFBS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
株主資本
CSW
SFBS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.1B | $1.8B | ||
| Q3 25 | $1.1B | $1.8B | ||
| 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 |
総資産
CSW
SFBS
| Q1 26 | — | $18.2B | ||
| Q4 25 | $2.3B | $17.7B | ||
| Q3 25 | $1.5B | $17.6B | ||
| Q2 25 | $1.5B | $17.4B | ||
| Q1 25 | $1.4B | $18.6B | ||
| Q4 24 | $1.4B | $17.4B | ||
| Q3 24 | $1.4B | $16.4B | ||
| Q2 24 | $1.1B | $16.0B |
負債/資本比率
CSW
SFBS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
CSW
SFBS
| Q1 26 | — | — | ||
| Q4 25 | $28.9M | $355.2M | ||
| Q3 25 | $61.8M | $140.9M | ||
| Q2 25 | $60.6M | $67.6M | ||
| Q1 25 | $27.3M | $48.0M | ||
| Q4 24 | $11.6M | $252.9M | ||
| Q3 24 | $66.8M | $84.0M | ||
| Q2 24 | $62.7M | $48.3M |
フリーキャッシュフロー
CSW
SFBS
| Q1 26 | — | — | ||
| Q4 25 | $22.7M | — | ||
| Q3 25 | $58.7M | — | ||
| Q2 25 | $57.7M | — | ||
| Q1 25 | $22.8M | — | ||
| Q4 24 | $8.5M | — | ||
| Q3 24 | $61.3M | — | ||
| Q2 24 | $59.6M | — |
FCFマージン
CSW
SFBS
| Q1 26 | — | — | ||
| Q4 25 | 9.8% | — | ||
| Q3 25 | 21.2% | — | ||
| Q2 25 | 21.9% | — | ||
| Q1 25 | 9.9% | — | ||
| Q4 24 | 4.4% | — | ||
| Q3 24 | 26.9% | — | ||
| Q2 24 | 26.3% | — |
設備投資強度
CSW
SFBS
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 1.6% | — | ||
| Q3 24 | 2.4% | — | ||
| Q2 24 | 1.4% | — |
キャッシュ転換率
CSW
SFBS
| Q1 26 | — | — | ||
| Q4 25 | 2.81× | 4.11× | ||
| Q3 25 | 1.52× | 2.15× | ||
| Q2 25 | 1.48× | 1.10× | ||
| Q1 25 | 0.78× | 0.76× | ||
| Q4 24 | 0.43× | 3.88× | ||
| Q3 24 | 1.85× | 1.40× | ||
| Q2 24 | 1.62× | 0.93× |
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% |
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |