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南玻集团（CSGS）与GLOBAL INDUSTRIAL Co（GIC）财务数据对比。点击上方公司名可切换其他公司
GLOBAL INDUSTRIAL Co的季度营收约是南玻集团的1.1倍（$345.6M vs $323.1M），GLOBAL INDUSTRIAL Co净利率更高（4.2% vs 2.2%，领先2.1%），GLOBAL INDUSTRIAL Co同比增速更快（14.3% vs 2.0%），南玻集团自由现金流更多（$55.8M vs $19.2M），过去两年南玻集团的营收复合增速更高（4.6% vs 3.4%）
中国南玻集团股份有限公司是中国规模最大的建筑玻璃生产商，业务涵盖浮法玻璃、建筑玻璃、显示玻璃、汽车玻璃、镀膜玻璃、镜子、彩滤玻璃、太阳能玻璃及节能玻璃等各类玻璃产品的研发、生产与销售，产品广泛应用于建筑、消费电子、新能源汽车、光伏等多个领域。
Global Industrial公司总部位于纽约州华盛顿港，核心业务是在北美地区通过品牌电商网站及关系营销渠道，向客户供应工业用品及维护、维修与运营（MRO）用品，主品牌为Global Industrial。
CSGS vs GIC — 直观对比
营收规模更大
GIC
是对方的1.1倍
$323.1M
营收增速更快
GIC
高出12.3%
2.0%
净利率更高
GIC
高出2.1%
2.2%
自由现金流更多
CSGS
多$36.6M
$19.2M
两年增速更快
CSGS
近两年复合增速
3.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $323.1M | $345.6M |
| 净利润 | $7.0M | $14.6M |
| 毛利率 | 50.0% | 34.5% |
| 营业利润率 | 9.0% | 5.7% |
| 净利率 | 2.2% | 4.2% |
| 营收同比 | 2.0% | 14.3% |
| 净利润同比 | -79.7% | 36.4% |
| 每股收益（稀释后） | $0.24 | $0.37 |
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CSGSGIC
| Q4 25 | $323.1M | $345.6M | ||
| Q3 25 | $303.6M | $353.6M | ||
| Q2 25 | $297.1M | $358.9M | ||
| Q1 25 | $299.5M | $321.0M | ||
| Q4 24 | $316.7M | $302.3M | ||
| Q3 24 | $295.1M | $342.4M | ||
| Q2 24 | $290.3M | $347.8M | ||
| Q1 24 | $295.1M | $323.4M |
净利润CSGSGIC
| Q4 25 | $7.0M | $14.6M | ||
| Q3 25 | $20.5M | $18.8M | ||
| Q2 25 | $12.3M | $25.1M | ||
| Q1 25 | $16.1M | $13.6M | ||
| Q4 24 | $34.5M | $10.7M | ||
| Q3 24 | $19.1M | $16.8M | ||
| Q2 24 | $13.8M | $20.3M | ||
| Q1 24 | $19.5M | $13.2M |
毛利率CSGSGIC
| Q4 25 | 50.0% | 34.5% | ||
| Q3 25 | 48.1% | 35.6% | ||
| Q2 25 | 49.5% | 37.1% | ||
| Q1 25 | 48.4% | 34.9% | ||
| Q4 24 | 51.3% | 33.8% | ||
| Q3 24 | 49.4% | 34.0% | ||
| Q2 24 | 47.3% | 35.2% | ||
| Q1 24 | 46.5% | 34.3% |
营业利润率CSGSGIC
| Q4 25 | 9.0% | 5.7% | ||
| Q3 25 | 10.0% | 7.4% | ||
| Q2 25 | 10.0% | 9.3% | ||
| Q1 25 | 9.8% | 5.7% | ||
| Q4 24 | 13.4% | 4.8% | ||
| Q3 24 | 10.8% | 6.5% | ||
| Q2 24 | 8.8% | 7.6% | ||
| Q1 24 | 10.8% | 5.4% |
净利率CSGSGIC
| Q4 25 | 2.2% | 4.2% | ||
| Q3 25 | 6.7% | 5.3% | ||
| Q2 25 | 4.1% | 7.0% | ||
| Q1 25 | 5.4% | 4.2% | ||
| Q4 24 | 10.9% | 3.5% | ||
| Q3 24 | 6.5% | 4.9% | ||
| Q2 24 | 4.8% | 5.8% | ||
| Q1 24 | 6.6% | 4.1% |
每股收益（稀释后）CSGSGIC
| Q4 25 | $0.24 | $0.37 | ||
| Q3 25 | $0.73 | $0.48 | ||
| Q2 25 | $0.44 | $0.65 | ||
| Q1 25 | $0.57 | $0.35 | ||
| Q4 24 | $1.20 | $0.28 | ||
| Q3 24 | $0.67 | $0.44 | ||
| Q2 24 | $0.48 | $0.52 | ||
| Q1 24 | $0.68 | $0.34 |
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 | $180.0M | $67.5M |
| 总债务越低越好 | $539.5M | — |
| 股东权益账面价值 | $283.7M | $313.2M |
| 总资产 | $1.5B | $580.8M |
| 负债/权益比越低杠杆越低 | 1.90× | — |
8季度趋势，按日历期对齐
现金及短期投资CSGSGIC
| Q4 25 | $180.0M | $67.5M | ||
| Q3 25 | $158.4M | $67.2M | ||
| Q2 25 | $145.9M | $55.1M | ||
| Q1 25 | $136.0M | $39.0M | ||
| Q4 24 | $161.8M | $44.6M | ||
| Q3 24 | $118.4M | $38.9M | ||
| Q2 24 | $110.4M | $38.8M | ||
| Q1 24 | $120.8M | $29.9M |
总债务CSGSGIC
| Q4 25 | $539.5M | — | ||
| Q3 25 | $538.6M | — | ||
| Q2 25 | $537.8M | — | ||
| Q1 25 | $537.6M | — | ||
| Q4 24 | $538.5M | — | ||
| Q3 24 | $539.5M | — | ||
| Q2 24 | $540.5M | — | ||
| Q1 24 | $541.5M | — |
股东权益CSGSGIC
| Q4 25 | $283.7M | $313.2M | ||
| Q3 25 | $289.5M | $316.0M | ||
| Q2 25 | $290.7M | $305.2M | ||
| Q1 25 | $283.1M | $287.9M | ||
| Q4 24 | $282.6M | $281.1M | ||
| Q3 24 | $288.4M | $279.2M | ||
| Q2 24 | $273.3M | $270.4M | ||
| Q1 24 | $269.3M | $260.2M |
总资产CSGSGIC
| Q4 25 | $1.5B | $580.8M | ||
| Q3 25 | $1.5B | $602.5M | ||
| Q2 25 | $1.4B | $586.5M | ||
| Q1 25 | $1.4B | $536.7M | ||
| Q4 24 | $1.5B | $520.7M | ||
| Q3 24 | $1.4B | $531.6M | ||
| Q2 24 | $1.4B | $542.5M | ||
| Q1 24 | $1.3B | $517.4M |
负债/权益比CSGSGIC
| Q4 25 | 1.90× | — | ||
| Q3 25 | 1.86× | — | ||
| Q2 25 | 1.85× | — | ||
| Q1 25 | 1.90× | — | ||
| Q4 24 | 1.91× | — | ||
| Q3 24 | 1.87× | — | ||
| Q2 24 | 1.98× | — | ||
| Q1 24 | 2.01× | — |
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 | $59.2M | $20.0M |
| 自由现金流经营现金流 - 资本支出 | $55.8M | $19.2M |
| 自由现金流率自由现金流/营收 | 17.3% | 5.6% |
| 资本支出强度资本支出/营收 | 1.1% | 0.2% |
| 现金转化率经营现金流/净利润 | 8.46× | 1.37× |
| 过去12个月自由现金流最近4个季度 | $141.4M | $74.7M |
8季度趋势，按日历期对齐
经营现金流CSGSGIC
| Q4 25 | $59.2M | $20.0M | ||
| Q3 25 | $47.9M | $22.7M | ||
| Q2 25 | $37.3M | $31.7M | ||
| Q1 25 | $11.5M | $3.4M | ||
| Q4 24 | $82.5M | $15.9M | ||
| Q3 24 | $39.5M | $9.6M | ||
| Q2 24 | $43.1M | $18.8M | ||
| Q1 24 | $-29.4M | $6.4M |
自由现金流CSGSGIC
| Q4 25 | $55.8M | $19.2M | ||
| Q3 25 | $43.9M | $22.0M | ||
| Q2 25 | $34.6M | $30.3M | ||
| Q1 25 | $7.1M | $3.2M | ||
| Q4 24 | $76.6M | $15.2M | ||
| Q3 24 | $32.0M | $8.7M | ||
| Q2 24 | $38.8M | $17.9M | ||
| Q1 24 | $-34.1M | $5.1M |
自由现金流率CSGSGIC
| Q4 25 | 17.3% | 5.6% | ||
| Q3 25 | 14.5% | 6.2% | ||
| Q2 25 | 11.6% | 8.4% | ||
| Q1 25 | 2.4% | 1.0% | ||
| Q4 24 | 24.2% | 5.0% | ||
| Q3 24 | 10.8% | 2.5% | ||
| Q2 24 | 13.4% | 5.1% | ||
| Q1 24 | -11.6% | 1.6% |
资本支出强度CSGSGIC
| Q4 25 | 1.1% | 0.2% | ||
| Q3 25 | 1.3% | 0.2% | ||
| Q2 25 | 0.9% | 0.4% | ||
| Q1 25 | 1.5% | 0.1% | ||
| Q4 24 | 1.9% | 0.2% | ||
| Q3 24 | 2.5% | 0.3% | ||
| Q2 24 | 1.5% | 0.3% | ||
| Q1 24 | 1.6% | 0.4% |
现金转化率CSGSGIC
| Q4 25 | 8.46× | 1.37× | ||
| Q3 25 | 2.34× | 1.21× | ||
| Q2 25 | 3.04× | 1.26× | ||
| Q1 25 | 0.71× | 0.25× | ||
| Q4 24 | 2.39× | 1.49× | ||
| Q3 24 | 2.07× | 0.57× | ||
| Q2 24 | 3.12× | 0.93× | ||
| Q1 24 | -1.51× | 0.48× |
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
CSGS
| Software As A Service And Related Solutions | $287.2M | 89% |
| License And Service | $22.6M | 7% |
| Maintenance | $13.3M | 4% |
GIC
暂无分部数据
