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ALBANY INTERNATIONAL CORP(AIN)与CSW INDUSTRIALS, INC.(CSW)财务数据对比。点击上方公司名可切换其他公司

ALBANY INTERNATIONAL CORP的季度营收约是CSW INDUSTRIALS, INC.的1.4倍($321.2M vs $233.0M),CSW INDUSTRIALS, INC.净利率更高(4.4% vs 4.3%,领先0.1%),CSW INDUSTRIALS, INC.同比增速更快(20.3% vs 12.0%),ALBANY INTERNATIONAL CORP自由现金流更多($51.4M vs $22.7M),过去两年CSW INDUSTRIALS, INC.的营收复合增速更高(5.1% vs 1.2%)

奥尔巴尼国际是全球先进材料与工业技术企业,下设两大核心业务板块:为造纸等工业生产提供定制工程织物的机械织物部门,以及为航空航天、国防领域研发高性能复合材料部件的工程复合材料部门,业务覆盖全球多个区域。

AIN vs CSW — 直观对比

营收规模更大
AIN
AIN
是对方的1.4倍
AIN
$321.2M
$233.0M
CSW
营收增速更快
CSW
CSW
高出8.4%
CSW
20.3%
12.0%
AIN
净利率更高
CSW
CSW
高出0.1%
CSW
4.4%
4.3%
AIN
自由现金流更多
AIN
AIN
多$28.7M
AIN
$51.4M
$22.7M
CSW
两年增速更快
CSW
CSW
近两年复合增速
CSW
5.1%
1.2%
AIN

损益表 — Q4 FY2025 vs Q3 FY2026

指标
AIN
AIN
CSW
CSW
营收
$321.2M
$233.0M
净利润
$13.9M
$10.3M
毛利率
31.1%
39.7%
营业利润率
9.3%
7.4%
净利率
4.3%
4.4%
营收同比
12.0%
20.3%
净利润同比
-21.5%
-61.9%
每股收益(稀释后)
$0.56
$0.62

绿色 = 该指标领先。财年不对齐时期间可能不同

8季度营收与利润趋势

并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配

营收
AIN
AIN
CSW
CSW
Q4 25
$321.2M
$233.0M
Q3 25
$261.4M
$277.0M
Q2 25
$311.4M
$263.6M
Q1 25
$288.8M
$230.5M
Q4 24
$286.9M
$193.6M
Q3 24
$298.4M
$227.9M
Q2 24
$332.0M
$226.2M
Q1 24
$313.3M
$210.9M
净利润
AIN
AIN
CSW
CSW
Q4 25
$13.9M
$10.3M
Q3 25
$-97.8M
$40.7M
Q2 25
$9.2M
$40.9M
Q1 25
$17.4M
$35.1M
Q4 24
$17.7M
$26.9M
Q3 24
$18.0M
$36.1M
Q2 24
$24.6M
$38.6M
Q1 24
$27.3M
$31.8M
毛利率
AIN
AIN
CSW
CSW
Q4 25
31.1%
39.7%
Q3 25
-19.1%
43.0%
Q2 25
31.3%
43.8%
Q1 25
33.4%
44.2%
Q4 24
31.5%
41.4%
Q3 24
30.3%
45.6%
Q2 24
33.9%
47.5%
Q1 24
34.7%
44.4%
营业利润率
AIN
AIN
CSW
CSW
Q4 25
9.3%
7.4%
Q3 25
-44.6%
20.5%
Q2 25
7.2%
20.8%
Q1 25
9.8%
19.5%
Q4 24
8.5%
15.3%
Q3 24
8.4%
22.6%
Q2 24
12.9%
24.3%
Q1 24
12.4%
21.0%
净利率
AIN
AIN
CSW
CSW
Q4 25
4.3%
4.4%
Q3 25
-37.4%
14.7%
Q2 25
2.9%
15.5%
Q1 25
6.0%
15.2%
Q4 24
6.2%
13.9%
Q3 24
6.0%
15.8%
Q2 24
7.4%
17.1%
Q1 24
8.7%
15.1%
每股收益(稀释后)
AIN
AIN
CSW
CSW
Q4 25
$0.56
$0.62
Q3 25
$-3.37
$2.41
Q2 25
$0.31
$2.43
Q1 25
$0.56
$2.05
Q4 24
$0.57
$1.60
Q3 24
$0.57
$2.26
Q2 24
$0.79
$2.47
Q1 24
$0.87
$2.03

资产负债表与财务实力

最新季度各公司的流动性、杠杆与账面价值一览

指标
AIN
AIN
CSW
CSW
现金及短期投资手头流动性
$112.3M
$40.2M
总债务越低越好
$455.7M
股东权益账面价值
$726.2M
$1.1B
总资产
$1.7B
$2.3B
负债/权益比越低杠杆越低
0.63×

8季度趋势,按日历期对齐

现金及短期投资
AIN
AIN
CSW
CSW
Q4 25
$112.3M
$40.2M
Q3 25
$108.3M
$31.5M
Q2 25
$106.7M
$38.0M
Q1 25
$119.4M
$225.8M
Q4 24
$115.3M
$213.8M
Q3 24
$127.2M
$273.2M
Q2 24
$116.4M
$18.9M
Q1 24
$125.4M
$22.2M
总债务
AIN
AIN
CSW
CSW
Q4 25
$455.7M
Q3 25
$480.6M
Q2 25
$444.7M
Q1 25
$416.4M
$800.1M
Q4 24
$318.5M
Q3 24
$362.2M
Q2 24
$377.1M
Q1 24
$439.1M
$166.0M
股东权益
AIN
AIN
CSW
CSW
Q4 25
$726.2M
$1.1B
Q3 25
$739.3M
$1.1B
Q2 25
$888.6M
$1.1B
Q1 25
$900.0M
$1.1B
Q4 24
$943.5M
$1.0B
Q3 24
$991.0M
$1.0B
Q2 24
$967.5M
$650.2M
Q1 24
$967.5M
$615.7M
总资产
AIN
AIN
CSW
CSW
Q4 25
$1.7B
$2.3B
Q3 25
$1.7B
$1.5B
Q2 25
$1.7B
$1.5B
Q1 25
$1.7B
$1.4B
Q4 24
$1.6B
$1.4B
Q3 24
$1.8B
$1.4B
Q2 24
$1.8B
$1.1B
Q1 24
$1.8B
$1.0B
负债/权益比
AIN
AIN
CSW
CSW
Q4 25
0.63×
Q3 25
0.65×
Q2 25
0.50×
Q1 25
0.46×
0.75×
Q4 24
0.34×
Q3 24
0.37×
Q2 24
0.39×
Q1 24
0.45×
0.27×

现金流与资本效率

扣除再投资后实际产生的现金。现金流比净利润更难造假

指标
AIN
AIN
CSW
CSW
经营现金流最新季度
$73.7M
$28.9M
自由现金流经营现金流 - 资本支出
$51.4M
$22.7M
自由现金流率自由现金流/营收
16.0%
9.8%
资本支出强度资本支出/营收
6.9%
2.6%
现金转化率经营现金流/净利润
5.31×
2.81×
过去12个月自由现金流最近4个季度
$82.6M
$162.0M

8季度趋势,按日历期对齐

经营现金流
AIN
AIN
CSW
CSW
Q4 25
$73.7M
$28.9M
Q3 25
$43.9M
$61.8M
Q2 25
$32.7M
$60.6M
Q1 25
$2.1M
$27.3M
Q4 24
$78.5M
$11.6M
Q3 24
$47.0M
$66.8M
Q2 24
$83.4M
$62.7M
Q1 24
$9.6M
$22.4M
自由现金流
AIN
AIN
CSW
CSW
Q4 25
$51.4M
$22.7M
Q3 25
$25.9M
$58.7M
Q2 25
$18.8M
$57.7M
Q1 25
$-13.5M
$22.8M
Q4 24
$60.2M
$8.5M
Q3 24
$31.6M
$61.3M
Q2 24
$63.6M
$59.6M
Q1 24
$-17.3M
$17.5M
自由现金流率
AIN
AIN
CSW
CSW
Q4 25
16.0%
9.8%
Q3 25
9.9%
21.2%
Q2 25
6.0%
21.9%
Q1 25
-4.7%
9.9%
Q4 24
21.0%
4.4%
Q3 24
10.6%
26.9%
Q2 24
19.2%
26.3%
Q1 24
-5.5%
8.3%
资本支出强度
AIN
AIN
CSW
CSW
Q4 25
6.9%
2.6%
Q3 25
6.9%
1.1%
Q2 25
4.5%
1.1%
Q1 25
5.4%
2.0%
Q4 24
6.4%
1.6%
Q3 24
5.2%
2.4%
Q2 24
6.0%
1.4%
Q1 24
8.6%
2.3%
现金转化率
AIN
AIN
CSW
CSW
Q4 25
5.31×
2.81×
Q3 25
1.52×
Q2 25
3.56×
1.48×
Q1 25
0.12×
0.78×
Q4 24
4.44×
0.43×
Q3 24
2.61×
1.85×
Q2 24
3.39×
1.62×
Q1 24
0.35×
0.71×

财务流量对比

营收 → 毛利润 → 营业利润 → 净利润流向图

业务分部营收拆解

AIN
AIN

Transferred At Point In Time$176.5M55%
Engineered Composites Other$99.3M31%
Engineered Composites ASC$44.5M14%
Transferred Over Time$1.0M0%

CSW
CSW

Contractor Solutions Segment$166.3M71%
Specialized Reliability Solutions Segment$38.2M16%
Engineered Building Solutions Segment$28.5M12%

相关对比