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CSW INDUSTRIALS, INC.（CSW）とUrban Edge Properties（UE）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 $132.6M、Urban Edge Propertiesの約1.8倍）。Urban Edge Propertiesの純利益率が高く（17.1% vs 4.4%、差は12.7%）。CSW INDUSTRIALS, INC.の前年同期比売上増加率が高い（20.3% vs 12.2%）。過去8四半期でUrban Edge Propertiesの売上複合成長率が高い（11.6% vs 5.1%）
Urban Edge Propertiesは米国の上場不動産投資信託（REIT）で、主に同国の人口が密集した都市部や郊外エリアで高品質な小売施設・複合用途不動産の所有・運営・開発を行っています。食料品店を核としたショッピングセンター、地域密着型の商業施設などをポートフォリオに保有しています。
CSW vs UE — 直接比較
売上が大きい
CSW
1.8倍大きい
$132.6M
売上成長率が高い
CSW
+8.1%の差
12.2%
純利益率が高い
UE
純利益率が12.7%高い
4.4%
2年売上CAGRが高い
UE
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 | $132.6M |
| 純利益 | $10.3M | $22.6M |
| 粗利率 | 39.7% | — |
| 営業利益率 | 7.4% | — |
| 純利益率 | 4.4% | 17.1% |
| 売上前年比 | 20.3% | 12.2% |
| 純利益前年比 | -61.9% | -6.7% |
| EPS（希薄化後） | $0.62 | $0.18 |
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CSWUE
| Q1 26 | — | $132.6M | ||
| Q4 25 | $233.0M | $119.6M | ||
| Q3 25 | $277.0M | $120.1M | ||
| Q2 25 | $263.6M | $114.1M | ||
| Q1 25 | $230.5M | $118.2M | ||
| Q4 24 | $193.6M | $116.4M | ||
| Q3 24 | $227.9M | $112.4M | ||
| Q2 24 | $226.2M | $106.5M |
純利益CSWUE
| Q1 26 | — | $22.6M | ||
| Q4 25 | $10.3M | $12.4M | ||
| Q3 25 | $40.7M | $14.9M | ||
| Q2 25 | $40.9M | $58.0M | ||
| Q1 25 | $35.1M | $8.2M | ||
| Q4 24 | $26.9M | $30.1M | ||
| Q3 24 | $36.1M | $9.1M | ||
| Q2 24 | $38.6M | $30.8M |
粗利率CSWUE
| 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CSWUE
| Q1 26 | — | — | ||
| Q4 25 | 7.4% | 11.3% | ||
| Q3 25 | 20.5% | 13.4% | ||
| Q2 25 | 20.8% | 53.9% | ||
| Q1 25 | 19.5% | 7.6% | ||
| Q4 24 | 15.3% | 27.6% | ||
| Q3 24 | 22.6% | 8.9% | ||
| Q2 24 | 24.3% | 30.6% |
純利益率CSWUE
| Q1 26 | — | 17.1% | ||
| Q4 25 | 4.4% | 10.4% | ||
| Q3 25 | 14.7% | 12.4% | ||
| Q2 25 | 15.5% | 50.8% | ||
| Q1 25 | 15.2% | 6.9% | ||
| Q4 24 | 13.9% | 25.9% | ||
| Q3 24 | 15.8% | 8.1% | ||
| Q2 24 | 17.1% | 28.9% |
EPS（希薄化後）CSWUE
| Q1 26 | — | $0.18 | ||
| Q4 25 | $0.62 | $0.09 | ||
| Q3 25 | $2.41 | $0.12 | ||
| Q2 25 | $2.43 | $0.46 | ||
| Q1 25 | $2.05 | $0.07 | ||
| Q4 24 | $1.60 | $0.25 | ||
| Q3 24 | $2.26 | $0.07 | ||
| Q2 24 | $2.47 | $0.26 |
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 | $50.0M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.1B | $1.4B |
| 総資産 | $2.3B | $3.4B |
| 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CSWUE
| Q1 26 | — | $50.0M | ||
| Q4 25 | $40.2M | $48.9M | ||
| Q3 25 | $31.5M | $77.8M | ||
| Q2 25 | $38.0M | $53.0M | ||
| Q1 25 | $225.8M | $48.0M | ||
| Q4 24 | $213.8M | $41.4M | ||
| Q3 24 | $273.2M | $67.9M | ||
| Q2 24 | $18.9M | $78.6M |
総負債CSWUE
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
株主資本CSWUE
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.0B | $1.4B | ||
| Q3 24 | $1.0B | $1.3B | ||
| Q2 24 | $650.2M | $1.3B |
総資産CSWUE
| Q1 26 | — | $3.4B | ||
| Q4 25 | $2.3B | $3.3B | ||
| Q3 25 | $1.5B | $3.3B | ||
| Q2 25 | $1.5B | $3.3B | ||
| Q1 25 | $1.4B | $3.3B | ||
| Q4 24 | $1.4B | $3.3B | ||
| Q3 24 | $1.4B | $3.2B | ||
| Q2 24 | $1.1B | $3.2B |
負債/資本比率CSWUE
| 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 | $39.1M |
| 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% | 1.5% |
| キャッシュ転換率営業CF / 純利益 | 2.81× | 1.73× |
| 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CSWUE
| Q1 26 | — | $39.1M | ||
| Q4 25 | $28.9M | $182.7M | ||
| Q3 25 | $61.8M | $55.7M | ||
| Q2 25 | $60.6M | $43.5M | ||
| Q1 25 | $27.3M | $32.6M | ||
| Q4 24 | $11.6M | $153.2M | ||
| Q3 24 | $66.8M | $36.6M | ||
| Q2 24 | $62.7M | $41.2M |
フリーキャッシュフローCSWUE
| Q1 26 | — | — | ||
| Q4 25 | $22.7M | $81.8M | ||
| Q3 25 | $58.7M | $26.1M | ||
| Q2 25 | $57.7M | $19.6M | ||
| Q1 25 | $22.8M | $11.9M | ||
| Q4 24 | $8.5M | $42.5M | ||
| Q3 24 | $61.3M | $12.2M | ||
| Q2 24 | $59.6M | $19.9M |
FCFマージンCSWUE
| Q1 26 | — | — | ||
| Q4 25 | 9.8% | 68.4% | ||
| Q3 25 | 21.2% | 21.7% | ||
| Q2 25 | 21.9% | 17.2% | ||
| Q1 25 | 9.9% | 10.0% | ||
| Q4 24 | 4.4% | 36.6% | ||
| Q3 24 | 26.9% | 10.8% | ||
| Q2 24 | 26.3% | 18.6% |
設備投資強度CSWUE
| Q1 26 | — | 1.5% | ||
| Q4 25 | 2.6% | 84.4% | ||
| Q3 25 | 1.1% | 24.6% | ||
| Q2 25 | 1.1% | 20.9% | ||
| Q1 25 | 2.0% | 17.5% | ||
| Q4 24 | 1.6% | 95.1% | ||
| Q3 24 | 2.4% | 21.7% | ||
| Q2 24 | 1.4% | 20.1% |
キャッシュ転換率CSWUE
| Q1 26 | — | 1.73× | ||
| Q4 25 | 2.81× | 14.71× | ||
| Q3 25 | 1.52× | 3.73× | ||
| Q2 25 | 1.48× | 0.75× | ||
| Q1 25 | 0.78× | 3.97× | ||
| Q4 24 | 0.43× | 5.09× | ||
| Q3 24 | 1.85× | 4.03× | ||
| Q2 24 | 1.62× | 1.34× |
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% |
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
