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CSW INDUSTRIALS, INC.（CSW）とWarby Parker Inc.（WRBY）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 $212.0M、Warby Parker Inc.の約1.1倍）。CSW INDUSTRIALS, INC.の純利益率が高く（4.4% vs -2.8%、差は7.2%）。CSW INDUSTRIALS, INC.の前年同期比売上増加率が高い（20.3% vs 11.2%）。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 $8.1M）。過去8四半期でCSW INDUSTRIALS, INC.の売上複合成長率が高い（5.1% vs 2.9%）
Warby Parker Inc.はニューヨークを本拠地とする米国の眼鏡ブランド・小売業者で、処方箋眼鏡、コンタクトレンズ、サングラスを販売し、視力検査サービスも提供しています。2010年にオンライン限定小売業者として創業し、現在は276店舗の実店舗（米国271店、カナダ5店）から収入の約3分の2を得ており、将来的に900店舗の運営を目指しています。顧客数は228万人、平均注文額は263米ドルです。
CSW vs WRBY — 直接比較
損益計算書 — Q3 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $233.0M | $212.0M |
| 純利益 | $10.3M | $-6.0M |
| 粗利率 | 39.7% | 52.4% |
| 営業利益率 | 7.4% | -3.2% |
| 純利益率 | 4.4% | -2.8% |
| 売上前年比 | 20.3% | 11.2% |
| 純利益前年比 | -61.9% | 13.4% |
| EPS（希薄化後） | $0.62 | $-0.06 |
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 | $212.0M | ||
| Q3 25 | $277.0M | $221.7M | ||
| Q2 25 | $263.6M | $214.5M | ||
| Q1 25 | $230.5M | $223.8M | ||
| Q4 24 | $193.6M | $190.6M | ||
| Q3 24 | $227.9M | $192.4M | ||
| Q2 24 | $226.2M | $188.2M | ||
| Q1 24 | $210.9M | $200.0M |
| Q4 25 | $10.3M | $-6.0M | ||
| Q3 25 | $40.7M | $5.9M | ||
| Q2 25 | $40.9M | $-1.8M | ||
| Q1 25 | $35.1M | $3.5M | ||
| Q4 24 | $26.9M | $-6.9M | ||
| Q3 24 | $36.1M | $-4.1M | ||
| Q2 24 | $38.6M | $-6.8M | ||
| Q1 24 | $31.8M | $-2.7M |
| Q4 25 | 39.7% | 52.4% | ||
| Q3 25 | 43.0% | 54.1% | ||
| Q2 25 | 43.8% | 53.0% | ||
| Q1 25 | 44.2% | 56.3% | ||
| Q4 24 | 41.4% | 54.1% | ||
| Q3 24 | 45.6% | 54.5% | ||
| Q2 24 | 47.5% | 56.0% | ||
| Q1 24 | 44.4% | 56.7% |
| Q4 25 | 7.4% | -3.2% | ||
| Q3 25 | 20.5% | 1.6% | ||
| Q2 25 | 20.8% | -2.1% | ||
| Q1 25 | 19.5% | 1.1% | ||
| Q4 24 | 15.3% | -4.9% | ||
| Q3 24 | 22.6% | -3.4% | ||
| Q2 24 | 24.3% | -4.8% | ||
| Q1 24 | 21.0% | -2.6% |
| Q4 25 | 4.4% | -2.8% | ||
| Q3 25 | 14.7% | 2.6% | ||
| Q2 25 | 15.5% | -0.8% | ||
| Q1 25 | 15.2% | 1.6% | ||
| Q4 24 | 13.9% | -3.6% | ||
| Q3 24 | 15.8% | -2.1% | ||
| Q2 24 | 17.1% | -3.6% | ||
| Q1 24 | 15.1% | -1.3% |
| Q4 25 | $0.62 | $-0.06 | ||
| Q3 25 | $2.41 | $0.05 | ||
| Q2 25 | $2.43 | $-0.01 | ||
| Q1 25 | $2.05 | $0.03 | ||
| Q4 24 | $1.60 | $-0.06 | ||
| Q3 24 | $2.26 | $-0.03 | ||
| Q2 24 | $2.47 | $-0.06 | ||
| Q1 24 | $2.03 | $-0.02 |
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 | $286.4M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.1B | $367.7M |
| 総資産 | $2.3B | $720.9M |
| 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
| Q4 25 | $40.2M | $286.4M | ||
| Q3 25 | $31.5M | $280.4M | ||
| Q2 25 | $38.0M | $286.4M | ||
| Q1 25 | $225.8M | $265.1M | ||
| Q4 24 | $213.8M | $254.2M | ||
| Q3 24 | $273.2M | $251.0M | ||
| Q2 24 | $18.9M | $238.0M | ||
| Q1 24 | $22.2M | $220.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
| Q4 25 | $1.1B | $367.7M | ||
| Q3 25 | $1.1B | $369.6M | ||
| Q2 25 | $1.1B | $361.5M | ||
| Q1 25 | $1.1B | $354.1M | ||
| Q4 24 | $1.0B | $340.1M | ||
| Q3 24 | $1.0B | $336.8M | ||
| Q2 24 | $650.2M | $329.4M | ||
| Q1 24 | $615.7M | $316.2M |
| Q4 25 | $2.3B | $720.9M | ||
| Q3 25 | $1.5B | $706.9M | ||
| Q2 25 | $1.5B | $701.9M | ||
| Q1 25 | $1.4B | $682.8M | ||
| Q4 24 | $1.4B | $676.5M | ||
| Q3 24 | $1.4B | $638.0M | ||
| Q2 24 | $1.1B | $618.2M | ||
| Q1 24 | $1.0B | $592.9M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.27× | — |
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 | $23.3M |
| フリーキャッシュフロー営業CF - 設備投資 | $22.7M | $8.1M |
| FCFマージンFCF / 売上 | 9.8% | 3.8% |
| 設備投資強度設備投資 / 売上 | 2.6% | 7.1% |
| 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 | $43.7M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $28.9M | $23.3M | ||
| Q3 25 | $61.8M | $18.0M | ||
| Q2 25 | $60.6M | $40.2M | ||
| Q1 25 | $27.3M | $29.4M | ||
| Q4 24 | $11.6M | $19.9M | ||
| Q3 24 | $66.8M | $27.3M | ||
| Q2 24 | $62.7M | $31.6M | ||
| Q1 24 | $22.4M | $19.9M |
| Q4 25 | $22.7M | $8.1M | ||
| Q3 25 | $58.7M | $-1.5M | ||
| Q2 25 | $57.7M | $23.9M | ||
| Q1 25 | $22.8M | $13.2M | ||
| Q4 24 | $8.5M | $2.2M | ||
| Q3 24 | $61.3M | $13.1M | ||
| Q2 24 | $59.6M | $14.0M | ||
| Q1 24 | $17.5M | $5.5M |
| Q4 25 | 9.8% | 3.8% | ||
| Q3 25 | 21.2% | -0.7% | ||
| Q2 25 | 21.9% | 11.1% | ||
| Q1 25 | 9.9% | 5.9% | ||
| Q4 24 | 4.4% | 1.1% | ||
| Q3 24 | 26.9% | 6.8% | ||
| Q2 24 | 26.3% | 7.4% | ||
| Q1 24 | 8.3% | 2.7% |
| Q4 25 | 2.6% | 7.1% | ||
| Q3 25 | 1.1% | 8.8% | ||
| Q2 25 | 1.1% | 7.6% | ||
| Q1 25 | 2.0% | 7.2% | ||
| Q4 24 | 1.6% | 9.3% | ||
| Q3 24 | 2.4% | 7.4% | ||
| Q2 24 | 1.4% | 9.4% | ||
| Q1 24 | 2.3% | 7.2% |
| Q4 25 | 2.81× | — | ||
| Q3 25 | 1.52× | 3.06× | ||
| Q2 25 | 1.48× | — | ||
| Q1 25 | 0.78× | 8.46× | ||
| 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% |
WRBY
| Retail | $155.2M | 73% |
| E Commerce | $56.8M | 27% |
