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CSW INDUSTRIALS, INC.（CSW）とStrategic Education, Inc.（STRA）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
Strategic Education, Inc.の直近四半期売上が大きい（$305.9M vs $233.0M、CSW INDUSTRIALS, INC.の約1.3倍）。Strategic Education, Inc.の純利益率が高く（10.7% vs 4.4%、差は6.3%）。CSW INDUSTRIALS, INC.の前年同期比売上増加率が高い（20.3% vs 0.8%）。Strategic Education, Inc.の直近四半期フリーキャッシュフローが多い（$77.3M vs $22.7M）。過去8四半期でCSW INDUSTRIALS, INC.の売上複合成長率が高い（5.1% vs -1.0%）
Strategic Education, Inc.（SEI）は教育サービスを事業とする持ち株会社で、旧社名はStrayer Education, Inc.です。営利目的のオンライン大学であるカペラ大学、ストレイヤー大学を傘下に所有するほか、DevMountain、Hackbright Academy、Sophia Learningなどの非学位コースを提供する教育機関も運営しています。
CSW vs STRA — 直接比較
損益計算書 — Q3 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $233.0M | $305.9M |
| 純利益 | $10.3M | $32.8M |
| 粗利率 | 39.7% | — |
| 営業利益率 | 7.4% | 13.4% |
| 純利益率 | 4.4% | 10.7% |
| 売上前年比 | 20.3% | 0.8% |
| 純利益前年比 | -61.9% | 10.3% |
| EPS（希薄化後） | $0.62 | $1.48 |
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
| Q1 26 | — | $305.9M | ||
| Q4 25 | $233.0M | $323.2M | ||
| Q3 25 | $277.0M | $319.9M | ||
| Q2 25 | $263.6M | $321.5M | ||
| Q1 25 | $230.5M | $303.6M | ||
| Q4 24 | $193.6M | $311.5M | ||
| Q3 24 | $227.9M | $306.0M | ||
| Q2 24 | $226.2M | $312.3M |
| Q1 26 | — | $32.8M | ||
| Q4 25 | $10.3M | $37.9M | ||
| Q3 25 | $40.7M | $26.6M | ||
| Q2 25 | $40.9M | $32.3M | ||
| Q1 25 | $35.1M | $29.7M | ||
| Q4 24 | $26.9M | $25.3M | ||
| Q3 24 | $36.1M | $27.7M | ||
| Q2 24 | $38.6M | $29.9M |
| 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% | — |
| Q1 26 | — | 13.4% | ||
| Q4 25 | 7.4% | 16.0% | ||
| Q3 25 | 20.5% | 11.6% | ||
| Q2 25 | 20.8% | 14.2% | ||
| Q1 25 | 19.5% | 13.1% | ||
| Q4 24 | 15.3% | 11.6% | ||
| Q3 24 | 22.6% | 11.9% | ||
| Q2 24 | 24.3% | 13.4% |
| Q1 26 | — | 10.7% | ||
| Q4 25 | 4.4% | 11.7% | ||
| Q3 25 | 14.7% | 8.3% | ||
| Q2 25 | 15.5% | 10.1% | ||
| Q1 25 | 15.2% | 9.8% | ||
| Q4 24 | 13.9% | 8.1% | ||
| Q3 24 | 15.8% | 9.1% | ||
| Q2 24 | 17.1% | 9.6% |
| Q1 26 | — | $1.48 | ||
| Q4 25 | $0.62 | $1.65 | ||
| Q3 25 | $2.41 | $1.15 | ||
| Q2 25 | $2.43 | $1.37 | ||
| Q1 25 | $2.05 | $1.24 | ||
| Q4 24 | $1.60 | $1.05 | ||
| Q3 24 | $2.26 | $1.15 | ||
| Q2 24 | $2.47 | $1.24 |
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 | $150.3M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.1B | $1.6B |
| 総資産 | $2.3B | $2.1B |
| 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
| Q1 26 | — | $150.3M | ||
| Q4 25 | $40.2M | $148.1M | ||
| Q3 25 | $31.5M | $172.6M | ||
| Q2 25 | $38.0M | $164.9M | ||
| Q1 25 | $225.8M | $182.6M | ||
| Q4 24 | $213.8M | $184.0M | ||
| Q3 24 | $273.2M | $222.1M | ||
| Q2 24 | $18.9M | $256.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.1B | $1.6B | ||
| Q3 25 | $1.1B | $1.7B | ||
| Q2 25 | $1.1B | $1.7B | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $1.0B | $1.7B | ||
| Q2 24 | $650.2M | $1.7B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.3B | $2.0B | ||
| Q3 25 | $1.5B | $2.1B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.4B | $2.1B | ||
| Q4 24 | $1.4B | $2.0B | ||
| Q3 24 | $1.4B | $2.2B | ||
| Q2 24 | $1.1B | $2.2B |
| 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 | $87.4M |
| フリーキャッシュフロー営業CF - 設備投資 | $22.7M | $77.3M |
| FCFマージンFCF / 売上 | 9.8% | 25.3% |
| 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× | 2.66× |
| 直近12ヶ月FCF直近4四半期 | $162.0M | $173.9M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $87.4M | ||
| Q4 25 | $28.9M | $39.2M | ||
| Q3 25 | $61.8M | $60.1M | ||
| Q2 25 | $60.6M | $31.2M | ||
| Q1 25 | $27.3M | $67.7M | ||
| Q4 24 | $11.6M | $15.9M | ||
| Q3 24 | $66.8M | $51.5M | ||
| Q2 24 | $62.7M | $24.3M |
| Q1 26 | — | $77.3M | ||
| Q4 25 | $22.7M | $27.0M | ||
| Q3 25 | $58.7M | $49.3M | ||
| Q2 25 | $57.7M | $20.4M | ||
| Q1 25 | $22.8M | $57.3M | ||
| Q4 24 | $8.5M | $4.7M | ||
| Q3 24 | $61.3M | $42.1M | ||
| Q2 24 | $59.6M | $13.6M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | 9.8% | 8.3% | ||
| Q3 25 | 21.2% | 15.4% | ||
| Q2 25 | 21.9% | 6.3% | ||
| Q1 25 | 9.9% | 18.9% | ||
| Q4 24 | 4.4% | 1.5% | ||
| Q3 24 | 26.9% | 13.8% | ||
| Q2 24 | 26.3% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 3.8% | ||
| Q3 25 | 1.1% | 3.4% | ||
| Q2 25 | 1.1% | 3.4% | ||
| Q1 25 | 2.0% | 3.4% | ||
| Q4 24 | 1.6% | 3.6% | ||
| Q3 24 | 2.4% | 3.1% | ||
| Q2 24 | 1.4% | 3.4% |
| Q1 26 | — | 2.66× | ||
| Q4 25 | 2.81× | 1.03× | ||
| Q3 25 | 1.52× | 2.26× | ||
| Q2 25 | 1.48× | 0.97× | ||
| Q1 25 | 0.78× | 2.27× | ||
| Q4 24 | 0.43× | 0.63× | ||
| Q3 24 | 1.85× | 1.86× | ||
| Q2 24 | 1.62× | 0.81× |
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% |
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
