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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
是对方的1.4倍
$233.0M
营收增速更快
CSW
高出8.4%
12.0%
净利率更高
CSW
高出0.1%
4.3%
自由现金流更多
AIN
多$28.7M
$22.7M
两年增速更快
CSW
近两年复合增速
1.2%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 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
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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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 | ||
|---|---|---|
| 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
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
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
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
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
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
| Transferred At Point In Time | $176.5M | 55% |
| Engineered Composites Other | $99.3M | 31% |
| Engineered Composites ASC | $44.5M | 14% |
| Transferred Over Time | $1.0M | 0% |
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |