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Axsome Therapeutics, Inc.（AXSM）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
CSW INDUSTRIALS, INC.的季度营收约是Axsome Therapeutics, Inc.的1.2倍（$233.0M vs $191.2M），Axsome Therapeutics, Inc.同比增速更快（57.4% vs 20.3%），过去两年Axsome Therapeutics, Inc.的营收复合增速更高（48.1% vs 5.1%）
Jazz Pharmaceuticals是一家全球生物制药企业，专注于肿瘤学与神经科学领域的药物研发及商业化。公司2003年在美国加利福尼亚州成立，目前总部位于爱尔兰都柏林，业务覆盖全球多个核心市场。
AXSM vs CSW — 直观对比
营收规模更大
CSW
是对方的1.2倍
$191.2M
营收增速更快
AXSM
高出37.1%
20.3%
两年增速更快
AXSM
近两年复合增速
5.1%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $191.2M | $233.0M |
| 净利润 | — | $10.3M |
| 毛利率 | — | 39.7% |
| 营业利润率 | -33.1% | 7.4% |
| 净利率 | — | 4.4% |
| 营收同比 | 57.4% | 20.3% |
| 净利润同比 | — | -61.9% |
| 每股收益（稀释后） | — | $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AXSMCSW
| Q1 26 | $191.2M | — | ||
| Q4 25 | $196.0M | $233.0M | ||
| Q3 25 | $171.0M | $277.0M | ||
| Q2 25 | $150.0M | $263.6M | ||
| Q1 25 | $121.5M | $230.5M | ||
| Q4 24 | $118.8M | $193.6M | ||
| Q3 24 | $104.8M | $227.9M | ||
| Q2 24 | $87.2M | $226.2M |
净利润AXSMCSW
| Q1 26 | — | — | ||
| Q4 25 | $-28.6M | $10.3M | ||
| Q3 25 | $-47.2M | $40.7M | ||
| Q2 25 | $-48.0M | $40.9M | ||
| Q1 25 | $-59.4M | $35.1M | ||
| Q4 24 | $-74.9M | $26.9M | ||
| Q3 24 | $-64.6M | $36.1M | ||
| Q2 24 | $-79.3M | $38.6M |
毛利率AXSMCSW
| 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% |
营业利润率AXSMCSW
| Q1 26 | -33.1% | — | ||
| Q4 25 | -13.8% | 7.4% | ||
| Q3 25 | -27.0% | 20.5% | ||
| Q2 25 | -24.5% | 20.8% | ||
| Q1 25 | -46.9% | 19.5% | ||
| Q4 24 | -61.1% | 15.3% | ||
| Q3 24 | -59.8% | 22.6% | ||
| Q2 24 | -89.5% | 24.3% |
净利率AXSMCSW
| Q1 26 | — | — | ||
| Q4 25 | -14.6% | 4.4% | ||
| Q3 25 | -27.6% | 14.7% | ||
| Q2 25 | -32.0% | 15.5% | ||
| Q1 25 | -48.9% | 15.2% | ||
| Q4 24 | -63.1% | 13.9% | ||
| Q3 24 | -61.7% | 15.8% | ||
| Q2 24 | -91.0% | 17.1% |
每股收益（稀释后）AXSMCSW
| Q1 26 | — | — | ||
| Q4 25 | $-0.55 | $0.62 | ||
| Q3 25 | $-0.94 | $2.41 | ||
| Q2 25 | $-0.97 | $2.43 | ||
| Q1 25 | $-1.22 | $2.05 | ||
| Q4 24 | $-1.54 | $1.60 | ||
| Q3 24 | $-1.34 | $2.26 | ||
| Q2 24 | $-1.67 | $2.47 |
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 | $305.1M | $40.2M |
| 总债务越低越好 | $70.0M | — |
| 股东权益账面价值 | — | $1.1B |
| 总资产 | $713.6M | $2.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AXSMCSW
| Q1 26 | $305.1M | — | ||
| Q4 25 | $322.9M | $40.2M | ||
| Q3 25 | $325.3M | $31.5M | ||
| Q2 25 | $303.0M | $38.0M | ||
| Q1 25 | $300.9M | $225.8M | ||
| Q4 24 | $315.4M | $213.8M | ||
| Q3 24 | $327.3M | $273.2M | ||
| Q2 24 | $315.7M | $18.9M |
总债务AXSMCSW
| Q1 26 | $70.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $800.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AXSMCSW
| Q1 26 | — | — | ||
| Q4 25 | $88.3M | $1.1B | ||
| Q3 25 | $73.7M | $1.1B | ||
| Q2 25 | $73.1M | $1.1B | ||
| Q1 25 | $53.2M | $1.1B | ||
| Q4 24 | $57.0M | $1.0B | ||
| Q3 24 | $92.9M | $1.0B | ||
| Q2 24 | $102.9M | $650.2M |
总资产AXSMCSW
| Q1 26 | $713.6M | — | ||
| Q4 25 | $689.8M | $2.3B | ||
| Q3 25 | $669.3M | $1.5B | ||
| Q2 25 | $639.8M | $1.5B | ||
| Q1 25 | $596.7M | $1.4B | ||
| Q4 24 | $568.5M | $1.4B | ||
| Q3 24 | $561.5M | $1.4B | ||
| Q2 24 | $548.2M | $1.1B |
负债/权益比AXSMCSW
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $28.9M |
| 自由现金流经营现金流 - 资本支出 | — | $22.7M |
| 自由现金流率自由现金流/营收 | — | 9.8% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | — | 2.81× |
| 过去12个月自由现金流最近4个季度 | — | $162.0M |
8季度趋势，按日历期对齐
经营现金流AXSMCSW
| Q1 26 | — | — | ||
| Q4 25 | $-18.7M | $28.9M | ||
| Q3 25 | $1.0M | $61.8M | ||
| Q2 25 | $-32.4M | $60.6M | ||
| Q1 25 | $-43.4M | $27.3M | ||
| Q4 24 | $-26.2M | $11.6M | ||
| Q3 24 | $-18.6M | $66.8M | ||
| Q2 24 | $-30.1M | $62.7M |
自由现金流AXSMCSW
| Q1 26 | — | — | ||
| Q4 25 | $-18.7M | $22.7M | ||
| Q3 25 | $988.0K | $58.7M | ||
| Q2 25 | $-32.4M | $57.7M | ||
| Q1 25 | $-43.7M | $22.8M | ||
| Q4 24 | $-26.2M | $8.5M | ||
| Q3 24 | $-18.7M | $61.3M | ||
| Q2 24 | $-30.2M | $59.6M |
自由现金流率AXSMCSW
| Q1 26 | — | — | ||
| Q4 25 | -9.6% | 9.8% | ||
| Q3 25 | 0.6% | 21.2% | ||
| Q2 25 | -21.6% | 21.9% | ||
| Q1 25 | -36.0% | 9.9% | ||
| Q4 24 | -22.1% | 4.4% | ||
| Q3 24 | -17.9% | 26.9% | ||
| Q2 24 | -34.6% | 26.3% |
资本支出强度AXSMCSW
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 2.6% | ||
| Q3 25 | 0.0% | 1.1% | ||
| Q2 25 | 0.0% | 1.1% | ||
| Q1 25 | 0.3% | 2.0% | ||
| Q4 24 | 0.0% | 1.6% | ||
| Q3 24 | 0.1% | 2.4% | ||
| Q2 24 | 0.1% | 1.4% |
现金转化率AXSMCSW
| Q1 26 | — | — | ||
| Q4 25 | — | 2.81× | ||
| Q3 25 | — | 1.52× | ||
| Q2 25 | — | 1.48× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | — | 1.85× | ||
| Q2 24 | — | 1.62× |
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
AXSM
| Product sales, net | $189.4M | 99% |
| Royalty revenue and milestone revenue | $1.8M | 1% |
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
