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CSW INDUSTRIALS, INC.（CSW）とTarsus Pharmaceuticals, Inc.（TARS）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 $151.7M、Tarsus Pharmaceuticals, Inc.の約1.5倍）。CSW INDUSTRIALS, INC.の純利益率が高く（4.4% vs -5.5%、差は9.9%）。Tarsus Pharmaceuticals, Inc.の前年同期比売上増加率が高い（128.4% 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 $13.0M）。過去8四半期でTarsus Pharmaceuticals, Inc.の売上複合成長率が高い（134.4% vs 5.1%）
Tarsus Pharmaceuticals, Inc.は後期臨床段階のバイオ医薬品企業で、眼科、皮膚科をはじめとする専門医療分野の未充足医療ニーズに対応する革新的治療薬の開発・商用化を事業の軸としています。主に米国で事業を展開し、デモデックス眼瞼炎や酒さなどの疾患を対象としたリード候補品を保有しています。
CSW vs TARS — 直接比較
損益計算書 — Q3 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $233.0M | $151.7M |
| 純利益 | $10.3M | $-8.4M |
| 粗利率 | 39.7% | — |
| 営業利益率 | 7.4% | -5.3% |
| 純利益率 | 4.4% | -5.5% |
| 売上前年比 | 20.3% | 128.4% |
| 純利益前年比 | -61.9% | 63.8% |
| EPS（希薄化後） | $0.62 | $-0.17 |
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
| Q4 25 | $233.0M | $151.7M | ||
| Q3 25 | $277.0M | $118.7M | ||
| Q2 25 | $263.6M | $102.7M | ||
| Q1 25 | $230.5M | $78.3M | ||
| Q4 24 | $193.6M | $66.4M | ||
| Q3 24 | $227.9M | $48.1M | ||
| Q2 24 | $226.2M | $40.8M | ||
| Q1 24 | $210.9M | $27.6M |
| Q4 25 | $10.3M | $-8.4M | ||
| Q3 25 | $40.7M | $-12.6M | ||
| Q2 25 | $40.9M | $-20.3M | ||
| Q1 25 | $35.1M | $-25.1M | ||
| Q4 24 | $26.9M | $-23.1M | ||
| Q3 24 | $36.1M | $-23.4M | ||
| Q2 24 | $38.6M | $-33.3M | ||
| Q1 24 | $31.8M | $-35.7M |
| 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 24 | 44.4% | — |
| Q4 25 | 7.4% | -5.3% | ||
| Q3 25 | 20.5% | -12.2% | ||
| Q2 25 | 20.8% | -21.6% | ||
| Q1 25 | 19.5% | -33.5% | ||
| Q4 24 | 15.3% | -36.8% | ||
| Q3 24 | 22.6% | -52.3% | ||
| Q2 24 | 24.3% | -81.6% | ||
| Q1 24 | 21.0% | -136.5% |
| Q4 25 | 4.4% | -5.5% | ||
| Q3 25 | 14.7% | -10.6% | ||
| Q2 25 | 15.5% | -19.8% | ||
| Q1 25 | 15.2% | -32.1% | ||
| Q4 24 | 13.9% | -34.8% | ||
| Q3 24 | 15.8% | -48.7% | ||
| Q2 24 | 17.1% | -81.6% | ||
| Q1 24 | 15.1% | -129.4% |
| Q4 25 | $0.62 | $-0.17 | ||
| Q3 25 | $2.41 | $-0.30 | ||
| Q2 25 | $2.43 | $-0.48 | ||
| Q1 25 | $2.05 | $-0.64 | ||
| Q4 24 | $1.60 | $-0.57 | ||
| Q3 24 | $2.26 | $-0.61 | ||
| Q2 24 | $2.47 | $-0.88 | ||
| Q1 24 | $2.03 | $-1.01 |
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 | $417.3M |
| 総負債低いほど良い | — | $72.4M |
| 株主資本純資産 | $1.1B | $343.4M |
| 総資産 | $2.3B | $562.2M |
| 負債/資本比率低いほどレバレッジが低い | — | 0.21× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $40.2M | $417.3M | ||
| Q3 25 | $31.5M | $401.8M | ||
| Q2 25 | $38.0M | $381.1M | ||
| Q1 25 | $225.8M | $407.9M | ||
| Q4 24 | $213.8M | $291.4M | ||
| Q3 24 | $273.2M | $317.0M | ||
| Q2 24 | $18.9M | $323.6M | ||
| Q1 24 | $22.2M | $298.5M |
| Q4 25 | — | $72.4M | ||
| Q3 25 | — | $72.3M | ||
| Q2 25 | — | $72.1M | ||
| Q1 25 | $800.1M | $72.0M | ||
| Q4 24 | — | $71.8M | ||
| Q3 24 | — | $71.7M | ||
| Q2 24 | — | $71.6M | ||
| Q1 24 | $166.0M | $29.9M |
| Q4 25 | $1.1B | $343.4M | ||
| Q3 25 | $1.1B | $335.1M | ||
| Q2 25 | $1.1B | $332.6M | ||
| Q1 25 | $1.1B | $342.5M | ||
| Q4 24 | $1.0B | $224.5M | ||
| Q3 24 | $1.0B | $237.5M | ||
| Q2 24 | $650.2M | $252.2M | ||
| Q1 24 | $615.7M | $275.2M |
| Q4 25 | $2.3B | $562.2M | ||
| Q3 25 | $1.5B | $534.6M | ||
| Q2 25 | $1.5B | $495.0M | ||
| Q1 25 | $1.4B | $500.8M | ||
| Q4 24 | $1.4B | $377.0M | ||
| Q3 24 | $1.4B | $376.3M | ||
| Q2 24 | $1.1B | $376.8M | ||
| Q1 24 | $1.0B | $349.3M |
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | — | 0.22× | ||
| Q1 25 | 0.75× | 0.21× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.28× | ||
| Q1 24 | 0.27× | 0.11× |
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 | $19.3M |
| フリーキャッシュフロー営業CF - 設備投資 | $22.7M | $13.0M |
| FCFマージンFCF / 売上 | 9.8% | 8.6% |
| 設備投資強度設備投資 / 売上 | 2.6% | 4.2% |
| 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 | $-22.3M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $28.9M | $19.3M | ||
| Q3 25 | $61.8M | $18.3M | ||
| Q2 25 | $60.6M | $-29.4M | ||
| Q1 25 | $27.3M | $-20.7M | ||
| Q4 24 | $11.6M | $-22.2M | ||
| Q3 24 | $66.8M | $-8.7M | ||
| Q2 24 | $62.7M | $-14.4M | ||
| Q1 24 | $22.4M | $-37.8M |
| Q4 25 | $22.7M | $13.0M | ||
| Q3 25 | $58.7M | $16.3M | ||
| Q2 25 | $57.7M | $-30.4M | ||
| Q1 25 | $22.8M | $-21.2M | ||
| Q4 24 | $8.5M | $-22.3M | ||
| Q3 24 | $61.3M | $-8.9M | ||
| Q2 24 | $59.6M | $-15.4M | ||
| Q1 24 | $17.5M | $-38.0M |
| Q4 25 | 9.8% | 8.6% | ||
| Q3 25 | 21.2% | 13.8% | ||
| Q2 25 | 21.9% | -29.6% | ||
| Q1 25 | 9.9% | -27.1% | ||
| Q4 24 | 4.4% | -33.5% | ||
| Q3 24 | 26.9% | -18.6% | ||
| Q2 24 | 26.3% | -37.8% | ||
| Q1 24 | 8.3% | -137.5% |
| Q4 25 | 2.6% | 4.2% | ||
| Q3 25 | 1.1% | 1.6% | ||
| Q2 25 | 1.1% | 1.0% | ||
| Q1 25 | 2.0% | 0.8% | ||
| Q4 24 | 1.6% | 0.1% | ||
| Q3 24 | 2.4% | 0.6% | ||
| Q2 24 | 1.4% | 2.5% | ||
| Q1 24 | 2.3% | 0.6% |
| 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× | — | ||
| 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% |
TARS
セグメントデータなし
