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BOX INC（BOX）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
BOX INC的季度营收约是CSW INDUSTRIALS, INC.的1.3倍（$301.1M vs $233.0M），CSW INDUSTRIALS, INC.净利率更高（4.4% vs 4.0%，领先0.4%），CSW INDUSTRIALS, INC.同比增速更快（20.3% vs 9.1%），BOX INC自由现金流更多（$71.3M vs $22.7M），过去两年BOX INC的营收复合增速更高（7.0% vs 5.1%）
Box Inc.是总部位于美国加利福尼亚州红木城的上市企业，由亚伦·莱维和迪伦·史密斯于2005年创立，最初面向个人消费者服务，2009至2010年前后转向企业级市场，2015年正式上市。公司专注于开发、运营云端内容管理、协同办公及文件共享工具，帮助企业用户便捷存储、管理各类文件，提升团队协作效率。
BOX vs CSW — 直观对比
营收规模更大
BOX
是对方的1.3倍
$233.0M
营收增速更快
CSW
高出11.2%
9.1%
净利率更高
CSW
高出0.4%
4.0%
自由现金流更多
BOX
多$48.6M
$22.7M
两年增速更快
BOX
近两年复合增速
5.1%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $301.1M | $233.0M |
| 净利润 | $12.1M | $10.3M |
| 毛利率 | 79.6% | 39.7% |
| 营业利润率 | 8.3% | 7.4% |
| 净利率 | 4.0% | 4.4% |
| 营收同比 | 9.1% | 20.3% |
| 净利润同比 | -6.4% | -61.9% |
| 每股收益（稀释后） | $0.05 | $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BOXCSW
| Q4 25 | $301.1M | $233.0M | ||
| Q3 25 | $294.0M | $277.0M | ||
| Q2 25 | $276.3M | $263.6M | ||
| Q1 25 | $279.5M | $230.5M | ||
| Q4 24 | $275.9M | $193.6M | ||
| Q3 24 | $270.0M | $227.9M | ||
| Q2 24 | $264.7M | $226.2M | ||
| Q1 24 | $262.9M | $210.9M |
净利润BOXCSW
| Q4 25 | $12.1M | $10.3M | ||
| Q3 25 | $13.4M | $40.7M | ||
| Q2 25 | $8.2M | $40.9M | ||
| Q1 25 | $194.0M | $35.1M | ||
| Q4 24 | $12.9M | $26.9M | ||
| Q3 24 | $20.5M | $36.1M | ||
| Q2 24 | $17.2M | $38.6M | ||
| Q1 24 | $99.2M | $31.8M |
毛利率BOXCSW
| Q4 25 | 79.6% | 39.7% | ||
| Q3 25 | 79.1% | 43.0% | ||
| Q2 25 | 78.0% | 43.8% | ||
| Q1 25 | 79.0% | 44.2% | ||
| Q4 24 | 79.9% | 41.4% | ||
| Q3 24 | 79.4% | 45.6% | ||
| Q2 24 | 78.0% | 47.5% | ||
| Q1 24 | 76.1% | 44.4% |
营业利润率BOXCSW
| Q4 25 | 8.3% | 7.4% | ||
| Q3 25 | 7.0% | 20.5% | ||
| Q2 25 | 2.3% | 20.8% | ||
| Q1 25 | 6.4% | 19.5% | ||
| Q4 24 | 8.5% | 15.3% | ||
| Q3 24 | 7.5% | 22.6% | ||
| Q2 24 | 6.8% | 24.3% | ||
| Q1 24 | 8.1% | 21.0% |
净利率BOXCSW
| Q4 25 | 4.0% | 4.4% | ||
| Q3 25 | 4.6% | 14.7% | ||
| Q2 25 | 3.0% | 15.5% | ||
| Q1 25 | 69.4% | 15.2% | ||
| Q4 24 | 4.7% | 13.9% | ||
| Q3 24 | 7.6% | 15.8% | ||
| Q2 24 | 6.5% | 17.1% | ||
| Q1 24 | 37.7% | 15.1% |
每股收益（稀释后）BOXCSW
| Q4 25 | $0.05 | $0.62 | ||
| Q3 25 | $0.05 | $2.41 | ||
| Q2 25 | $0.02 | $2.43 | ||
| Q1 25 | $1.13 | $2.05 | ||
| Q4 24 | $0.05 | $1.60 | ||
| Q3 24 | $0.10 | $2.26 | ||
| Q2 24 | $0.08 | $2.47 | ||
| Q1 24 | $0.57 | $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 | $729.6M | $40.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-286.6M | $1.1B |
| 总资产 | $1.6B | $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BOXCSW
| Q4 25 | $729.6M | $40.2M | ||
| Q3 25 | $757.9M | $31.5M | ||
| Q2 25 | $790.4M | $38.0M | ||
| Q1 25 | $722.8M | $225.8M | ||
| Q4 24 | $697.9M | $213.8M | ||
| Q3 24 | $482.2M | $273.2M | ||
| Q2 24 | $566.1M | $18.9M | ||
| Q1 24 | $480.7M | $22.2M |
总债务BOXCSW
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $800.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $166.0M |
股东权益BOXCSW
| Q4 25 | $-286.6M | $1.1B | ||
| Q3 25 | $-269.4M | $1.1B | ||
| Q2 25 | $-280.1M | $1.1B | ||
| Q1 25 | $-297.0M | $1.1B | ||
| Q4 24 | $-479.9M | $1.0B | ||
| Q3 24 | $-439.4M | $1.0B | ||
| Q2 24 | $-397.9M | $650.2M | ||
| Q1 24 | $-431.1M | $615.7M |
总资产BOXCSW
| Q4 25 | $1.6B | $2.3B | ||
| Q3 25 | $1.6B | $1.5B | ||
| Q2 25 | $1.6B | $1.5B | ||
| Q1 25 | $1.7B | $1.4B | ||
| Q4 24 | $1.4B | $1.4B | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.2B | $1.1B | ||
| Q1 24 | $1.2B | $1.0B |
负债/权益比BOXCSW
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 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 | $73.0M | $28.9M |
| 自由现金流经营现金流 - 资本支出 | $71.3M | $22.7M |
| 自由现金流率自由现金流/营收 | 23.7% | 9.8% |
| 资本支出强度资本支出/营收 | 0.6% | 2.6% |
| 现金转化率经营现金流/净利润 | 6.05× | 2.81× |
| 过去12个月自由现金流最近4个季度 | $343.5M | $162.0M |
8季度趋势，按日历期对齐
经营现金流BOXCSW
| Q4 25 | $73.0M | $28.9M | ||
| Q3 25 | $46.0M | $61.8M | ||
| Q2 25 | $127.1M | $60.6M | ||
| Q1 25 | $102.2M | $27.3M | ||
| Q4 24 | $62.6M | $11.6M | ||
| Q3 24 | $36.3M | $66.8M | ||
| Q2 24 | $131.2M | $62.7M | ||
| Q1 24 | $89.3M | $22.4M |
自由现金流BOXCSW
| Q4 25 | $71.3M | $22.7M | ||
| Q3 25 | $43.9M | $58.7M | ||
| Q2 25 | $126.7M | $57.7M | ||
| Q1 25 | $101.5M | $22.8M | ||
| Q4 24 | $62.3M | $8.5M | ||
| Q3 24 | $35.9M | $61.3M | ||
| Q2 24 | $129.9M | $59.6M | ||
| Q1 24 | $89.1M | $17.5M |
自由现金流率BOXCSW
| Q4 25 | 23.7% | 9.8% | ||
| Q3 25 | 14.9% | 21.2% | ||
| Q2 25 | 45.9% | 21.9% | ||
| Q1 25 | 36.3% | 9.9% | ||
| Q4 24 | 22.6% | 4.4% | ||
| Q3 24 | 13.3% | 26.9% | ||
| Q2 24 | 49.1% | 26.3% | ||
| Q1 24 | 33.9% | 8.3% |
资本支出强度BOXCSW
| Q4 25 | 0.6% | 2.6% | ||
| Q3 25 | 0.7% | 1.1% | ||
| Q2 25 | 0.1% | 1.1% | ||
| Q1 25 | 0.2% | 2.0% | ||
| Q4 24 | 0.1% | 1.6% | ||
| Q3 24 | 0.1% | 2.4% | ||
| Q2 24 | 0.5% | 1.4% | ||
| Q1 24 | 0.1% | 2.3% |
现金转化率BOXCSW
| Q4 25 | 6.05× | 2.81× | ||
| Q3 25 | 3.42× | 1.52× | ||
| Q2 25 | 15.51× | 1.48× | ||
| Q1 25 | 0.53× | 0.78× | ||
| Q4 24 | 4.85× | 0.43× | ||
| Q3 24 | 1.77× | 1.85× | ||
| Q2 24 | 7.62× | 1.62× | ||
| Q1 24 | 0.90× | 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
BOX
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% |
