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CSW INDUSTRIALS, INC.（CSW）とUDR, Inc.（UDR）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
UDR, Inc.の直近四半期売上が大きい（$433.1M vs $233.0M、CSW INDUSTRIALS, INC.の約1.9倍）。UDR, Inc.の純利益率が高く（51.5% vs 4.4%、差は47.1%）。CSW INDUSTRIALS, INC.の前年同期比売上増加率が高い（20.3% vs 2.5%）。UDR, Inc.の直近四半期フリーキャッシュフローが多い（$650.0M 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 2.3%）
UDR, Inc.は米国に本拠を置く大手不動産投資信託で、高品質な集合住宅コミュニティの所有、運営、再開発をコア事業としている。主に米国の主要大都市圏で事業を展開し、若手ビジネスパーソン、ファミリー層、中高所得世帯のニーズに応えている。
CSW vs UDR — 直接比較
売上が大きい
UDR
1.9倍大きい
$233.0M
売上成長率が高い
CSW
+17.9%の差
2.5%
純利益率が高い
UDR
純利益率が47.1%高い
4.4%
フリーキャッシュフローが多い
UDR
FCF $627.3M多い
$22.7M
2年売上CAGRが高い
CSW
2年複合成長率
2.3%
損益計算書 — Q3 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $233.0M | $433.1M |
| 純利益 | $10.3M | $222.9M |
| 粗利率 | 39.7% | — |
| 営業利益率 | 7.4% | 64.1% |
| 純利益率 | 4.4% | 51.5% |
| 売上前年比 | 20.3% | 2.5% |
| 純利益前年比 | -61.9% | 4519.2% |
| EPS（希薄化後） | $0.62 | $0.67 |
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CSWUDR
| Q4 25 | $233.0M | $433.1M | ||
| Q3 25 | $277.0M | $431.9M | ||
| Q2 25 | $263.6M | $425.4M | ||
| Q1 25 | $230.5M | $421.9M | ||
| Q4 24 | $193.6M | $422.7M | ||
| Q3 24 | $227.9M | $420.2M | ||
| Q2 24 | $226.2M | $415.3M | ||
| Q1 24 | $210.9M | $413.6M |
純利益CSWUDR
| Q4 25 | $10.3M | $222.9M | ||
| Q3 25 | $40.7M | $40.4M | ||
| Q2 25 | $40.9M | $37.7M | ||
| Q1 25 | $35.1M | $76.7M | ||
| Q4 24 | $26.9M | $-5.0M | ||
| Q3 24 | $36.1M | $22.6M | ||
| Q2 24 | $38.6M | $28.9M | ||
| Q1 24 | $31.8M | $43.1M |
粗利率CSWUDR
| 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% | — |
営業利益率CSWUDR
| Q4 25 | 7.4% | 64.1% | ||
| Q3 25 | 20.5% | 17.7% | ||
| Q2 25 | 20.8% | 18.2% | ||
| Q1 25 | 19.5% | 29.0% | ||
| Q4 24 | 15.3% | 15.7% | ||
| Q3 24 | 22.6% | 16.6% | ||
| Q2 24 | 24.3% | 16.5% | ||
| Q1 24 | 21.0% | 19.3% |
純利益率CSWUDR
| Q4 25 | 4.4% | 51.5% | ||
| Q3 25 | 14.7% | 9.4% | ||
| Q2 25 | 15.5% | 8.9% | ||
| Q1 25 | 15.2% | 18.2% | ||
| Q4 24 | 13.9% | -220.5% | ||
| Q3 24 | 15.8% | 5.4% | ||
| Q2 24 | 17.1% | 7.0% | ||
| Q1 24 | 15.1% | 10.4% |
EPS（希薄化後）CSWUDR
| Q4 25 | $0.62 | $0.67 | ||
| Q3 25 | $2.41 | $0.12 | ||
| Q2 25 | $2.43 | $0.11 | ||
| Q1 25 | $2.05 | $0.23 | ||
| Q4 24 | $1.60 | $-0.01 | ||
| Q3 24 | $2.26 | $0.06 | ||
| Q2 24 | $2.47 | $0.08 | ||
| Q1 24 | $2.03 | $0.13 |
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 | $1.2M |
| 総負債低いほど良い | — | $5.8B |
| 株主資本純資産 | $1.1B | $3.3B |
| 総資産 | $2.3B | $10.6B |
| 負債/資本比率低いほどレバレッジが低い | — | 1.77× |
8四半期トレンド — 暦四半期で整列
現金・短期投資CSWUDR
| Q4 25 | $40.2M | $1.2M | ||
| Q3 25 | $31.5M | $1.2M | ||
| Q2 25 | $38.0M | $1.5M | ||
| Q1 25 | $225.8M | $1.3M | ||
| Q4 24 | $213.8M | $1.3M | ||
| Q3 24 | $273.2M | $2.3M | ||
| Q2 24 | $18.9M | $2.8M | ||
| Q1 24 | $22.2M | $2.1M |
総負債CSWUDR
| Q4 25 | — | $5.8B | ||
| Q3 25 | — | $5.8B | ||
| Q2 25 | — | $5.8B | ||
| Q1 25 | $800.1M | $5.8B | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | $5.9B | ||
| Q2 24 | — | $5.8B | ||
| Q1 24 | $166.0M | $5.8B |
株主資本CSWUDR
| Q4 25 | $1.1B | $3.3B | ||
| Q3 25 | $1.1B | $3.3B | ||
| Q2 25 | $1.1B | $3.3B | ||
| Q1 25 | $1.1B | $3.3B | ||
| Q4 24 | $1.0B | $3.4B | ||
| Q3 24 | $1.0B | $3.5B | ||
| Q2 24 | $650.2M | $3.7B | ||
| Q1 24 | $615.7M | $3.9B |
総資産CSWUDR
| Q4 25 | $2.3B | $10.6B | ||
| Q3 25 | $1.5B | $10.6B | ||
| Q2 25 | $1.5B | $10.6B | ||
| Q1 25 | $1.4B | $10.7B | ||
| Q4 24 | $1.4B | $10.9B | ||
| Q3 24 | $1.4B | $11.1B | ||
| Q2 24 | $1.1B | $11.1B | ||
| Q1 24 | $1.0B | $11.2B |
負債/資本比率CSWUDR
| Q4 25 | — | 1.77× | ||
| Q3 25 | — | 1.78× | ||
| Q2 25 | — | 1.74× | ||
| Q1 25 | 0.75× | 1.74× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.55× | ||
| Q1 24 | 0.27× | 1.47× |
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 | $902.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $22.7M | $650.0M |
| FCFマージンFCF / 売上 | 9.8% | 150.1% |
| 設備投資強度設備投資 / 売上 | 2.6% | 58.4% |
| キャッシュ転換率営業CF / 純利益 | 2.81× | 4.05× |
| 直近12ヶ月FCF直近4四半期 | $162.0M | $1.1B |
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CSWUDR
| Q4 25 | $28.9M | $902.9M | ||
| Q3 25 | $61.8M | $234.9M | ||
| Q2 25 | $60.6M | $250.3M | ||
| Q1 25 | $27.3M | $156.2M | ||
| Q4 24 | $11.6M | $876.8M | ||
| Q3 24 | $66.8M | $230.3M | ||
| Q2 24 | $62.7M | $238.5M | ||
| Q1 24 | $22.4M | $167.6M |
フリーキャッシュフローCSWUDR
| Q4 25 | $22.7M | $650.0M | ||
| Q3 25 | $58.7M | $164.6M | ||
| Q2 25 | $57.7M | $190.1M | ||
| Q1 25 | $22.8M | $103.2M | ||
| Q4 24 | $8.5M | $627.0M | ||
| Q3 24 | $61.3M | $161.3M | ||
| Q2 24 | $59.6M | $171.1M | ||
| Q1 24 | $17.5M | $115.0M |
FCFマージンCSWUDR
| Q4 25 | 9.8% | 150.1% | ||
| Q3 25 | 21.2% | 38.1% | ||
| Q2 25 | 21.9% | 44.7% | ||
| Q1 25 | 9.9% | 24.5% | ||
| Q4 24 | 4.4% | 148.3% | ||
| Q3 24 | 26.9% | 38.4% | ||
| Q2 24 | 26.3% | 41.2% | ||
| Q1 24 | 8.3% | 27.8% |
設備投資強度CSWUDR
| Q4 25 | 2.6% | 58.4% | ||
| Q3 25 | 1.1% | 16.3% | ||
| Q2 25 | 1.1% | 14.2% | ||
| Q1 25 | 2.0% | 12.6% | ||
| Q4 24 | 1.6% | 59.1% | ||
| Q3 24 | 2.4% | 16.4% | ||
| Q2 24 | 1.4% | 16.2% | ||
| Q1 24 | 2.3% | 12.7% |
キャッシュ転換率CSWUDR
| Q4 25 | 2.81× | 4.05× | ||
| Q3 25 | 1.52× | 5.81× | ||
| Q2 25 | 1.48× | 6.64× | ||
| Q1 25 | 0.78× | 2.04× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.85× | 10.19× | ||
| Q2 24 | 1.62× | 8.26× | ||
| Q1 24 | 0.71× | 3.88× |
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% |
UDR
セグメントデータなし
