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Bandwidth Inc.（BAND）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Bandwidth Inc.的1.1倍（$233.0M vs $208.8M），CSW INDUSTRIALS, INC.净利率更高（4.4% vs 1.9%，领先2.5%），CSW INDUSTRIALS, INC.同比增速更快（20.3% vs 20.1%），CSW INDUSTRIALS, INC.自由现金流更多（$22.7M vs $-1.0M），过去两年Bandwidth Inc.的营收复合增速更高（9.7% vs 5.1%）
Bandwidth Inc.是一家通信平台即服务提供商，依托自有全球IP语音网络，为客户提供语音、短信及应急服务相关的软件API产品，帮助开发者便捷集成通信功能，全球客户可借助其方案快速搭建符合需求的通信服务体系。
BAND vs CSW — 直观对比
营收规模更大
CSW
是对方的1.1倍
$208.8M
营收增速更快
CSW
高出0.2%
20.1%
净利率更高
CSW
高出2.5%
1.9%
自由现金流更多
CSW
多$23.7M
$-1.0M
两年增速更快
BAND
近两年复合增速
5.1%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $208.8M | $233.0M |
| 净利润 | $4.0M | $10.3M |
| 毛利率 | 37.3% | 39.7% |
| 营业利润率 | 60.5% | 7.4% |
| 净利率 | 1.9% | 4.4% |
| 营收同比 | 20.1% | 20.3% |
| 净利润同比 | 200.0% | -61.9% |
| 每股收益（稀释后） | $-0.08 | $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BANDCSW
| Q1 26 | $208.8M | — | ||
| Q4 25 | $207.7M | $233.0M | ||
| Q3 25 | $191.9M | $277.0M | ||
| Q2 25 | $180.0M | $263.6M | ||
| Q1 25 | $174.2M | $230.5M | ||
| Q4 24 | $210.0M | $193.6M | ||
| Q3 24 | $193.9M | $227.9M | ||
| Q2 24 | $173.6M | $226.2M |
净利润BANDCSW
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $10.3M | ||
| Q3 25 | $-1.2M | $40.7M | ||
| Q2 25 | $-4.9M | $40.9M | ||
| Q1 25 | $-3.7M | $35.1M | ||
| Q4 24 | — | $26.9M | ||
| Q3 24 | $413.0K | $36.1M | ||
| Q2 24 | $4.1M | $38.6M |
毛利率BANDCSW
| Q1 26 | 37.3% | — | ||
| Q4 25 | 37.6% | 39.7% | ||
| Q3 25 | 38.5% | 43.0% | ||
| Q2 25 | 39.8% | 43.8% | ||
| Q1 25 | 41.0% | 44.2% | ||
| Q4 24 | 36.4% | 41.4% | ||
| Q3 24 | 37.7% | 45.6% | ||
| Q2 24 | 37.3% | 47.5% |
营业利润率BANDCSW
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | 7.4% | ||
| Q3 25 | -1.0% | 20.5% | ||
| Q2 25 | -2.1% | 20.8% | ||
| Q1 25 | -2.7% | 19.5% | ||
| Q4 24 | -1.3% | 15.3% | ||
| Q3 24 | -0.5% | 22.6% | ||
| Q2 24 | -3.5% | 24.3% |
净利率BANDCSW
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 4.4% | ||
| Q3 25 | -0.6% | 14.7% | ||
| Q2 25 | -2.7% | 15.5% | ||
| Q1 25 | -2.1% | 15.2% | ||
| Q4 24 | — | 13.9% | ||
| Q3 24 | 0.2% | 15.8% | ||
| Q2 24 | 2.3% | 17.1% |
每股收益（稀释后）BANDCSW
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $-0.10 | $0.62 | ||
| Q3 25 | $-0.04 | $2.41 | ||
| Q2 25 | $-0.16 | $2.43 | ||
| Q1 25 | $-0.13 | $2.05 | ||
| Q4 24 | $0.27 | $1.60 | ||
| Q3 24 | $0.01 | $2.26 | ||
| Q2 24 | $-0.17 | $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 | $47.3M | $40.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $405.7M | $1.1B |
| 总资产 | $984.2M | $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BANDCSW
| Q1 26 | $47.3M | — | ||
| Q4 25 | $111.3M | $40.2M | ||
| Q3 25 | $80.4M | $31.5M | ||
| Q2 25 | $68.1M | $38.0M | ||
| Q1 25 | $41.7M | $225.8M | ||
| Q4 24 | $83.8M | $213.8M | ||
| Q3 24 | $79.9M | $273.2M | ||
| Q2 24 | $76.4M | $18.9M |
总债务BANDCSW
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $800.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BANDCSW
| Q1 26 | $405.7M | — | ||
| Q4 25 | $400.0M | $1.1B | ||
| Q3 25 | $392.7M | $1.1B | ||
| Q2 25 | $384.5M | $1.1B | ||
| Q1 25 | $345.4M | $1.1B | ||
| Q4 24 | $312.5M | $1.0B | ||
| Q3 24 | $336.6M | $1.0B | ||
| Q2 24 | $307.4M | $650.2M |
总资产BANDCSW
| Q1 26 | $984.2M | — | ||
| Q4 25 | $1.1B | $2.3B | ||
| Q3 25 | $1.0B | $1.5B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $964.4M | $1.4B | ||
| Q4 24 | $989.2M | $1.4B | ||
| Q3 24 | $1.0B | $1.4B | ||
| Q2 24 | $1.0B | $1.1B |
负债/权益比BANDCSW
| 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 | $-1.0M | $22.7M |
| 自由现金流率自由现金流/营收 | -0.5% | 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BANDCSW
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $28.9M | ||
| Q3 25 | $22.2M | $61.8M | ||
| Q2 25 | $31.7M | $60.6M | ||
| Q1 25 | $-3.1M | $27.3M | ||
| Q4 24 | $36.5M | $11.6M | ||
| Q3 24 | $20.5M | $66.8M | ||
| Q2 24 | $24.4M | $62.7M |
自由现金流BANDCSW
| Q1 26 | $-1.0M | — | ||
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $58.7M | ||
| Q2 25 | — | $57.7M | ||
| Q1 25 | — | $22.8M | ||
| Q4 24 | — | $8.5M | ||
| Q3 24 | — | $61.3M | ||
| Q2 24 | — | $59.6M |
自由现金流率BANDCSW
| Q1 26 | -0.5% | — | ||
| Q4 25 | — | 9.8% | ||
| Q3 25 | — | 21.2% | ||
| Q2 25 | — | 21.9% | ||
| Q1 25 | — | 9.9% | ||
| Q4 24 | — | 4.4% | ||
| Q3 24 | — | 26.9% | ||
| Q2 24 | — | 26.3% |
资本支出强度BANDCSW
| Q1 26 | — | — | ||
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 1.1% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | 1.4% |
现金转化率BANDCSW
| Q1 26 | — | — | ||
| Q4 25 | — | 2.81× | ||
| Q3 25 | — | 1.52× | ||
| Q2 25 | — | 1.48× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | 49.55× | 1.85× | ||
| Q2 24 | 6.03× | 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
BAND
暂无分部数据
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
