vs
CSW INDUSTRIALS, INC.（CSW）与科迪华（CTVA）财务数据对比。点击上方公司名可切换其他公司
科迪华的季度营收约是CSW INDUSTRIALS, INC.的16.8倍（$3.9B vs $233.0M）。CSW INDUSTRIALS, INC.净利率更高（4.4% vs -14.1%，领先18.5%）。CSW INDUSTRIALS, INC.同比增速更快（20.3% vs -1.7%）。科迪华自由现金流更多（$4.2B vs $22.7M）。过去两年CSW INDUSTRIALS, INC.的营收复合增速更高（5.1% vs -6.7%）
科迪华是一家美国农业科技企业，主营种子与作物保护产品，涵盖除草剂、杀虫剂、杀菌剂及生物制剂，业务覆盖全球110个国家，总部位于印第安纳州印第安纳波利斯，旗下大部分种子产品以先锋良种国际品牌销售。
CSW vs CTVA — 直观对比
营收规模更大
CTVA
是对方的16.8倍
$233.0M
营收增速更快
CSW
高出22.0%
-1.7%
净利率更高
CSW
高出18.5%
-14.1%
自由现金流更多
CTVA
多$4.1B
$22.7M
两年增速更快
CSW
近两年复合增速
-6.7%
损益表 — Q3 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $3.9B |
| 净利润 | $10.3M | $-552.0M |
| 毛利率 | 39.7% | 42.4% |
| 营业利润率 | 7.4% | -13.6% |
| 净利率 | 4.4% | -14.1% |
| 营收同比 | 20.3% | -1.7% |
| 净利润同比 | -61.9% | -1246.3% |
| 每股收益（稀释后） | $0.62 | $-0.80 |
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CSWCTVA
| Q4 25 | $233.0M | $3.9B | ||
| Q3 25 | $277.0M | $2.6B | ||
| Q2 25 | $263.6M | $6.5B | ||
| Q1 25 | $230.5M | $4.4B | ||
| Q4 24 | $193.6M | $4.0B | ||
| Q3 24 | $227.9M | $2.3B | ||
| Q2 24 | $226.2M | $6.1B | ||
| Q1 24 | $210.9M | $4.5B |
净利润CSWCTVA
| Q4 25 | $10.3M | $-552.0M | ||
| Q3 25 | $40.7M | $-320.0M | ||
| Q2 25 | $40.9M | $1.3B | ||
| Q1 25 | $35.1M | $652.0M | ||
| Q4 24 | $26.9M | $-41.0M | ||
| Q3 24 | $36.1M | $-524.0M | ||
| Q2 24 | $38.6M | $1.1B | ||
| Q1 24 | $31.8M | $419.0M |
毛利率CSWCTVA
| Q4 25 | 39.7% | 42.4% | ||
| Q3 25 | 43.0% | 37.2% | ||
| Q2 25 | 43.8% | 54.6% | ||
| Q1 25 | 44.2% | 47.0% | ||
| Q4 24 | 41.4% | 37.3% | ||
| Q3 24 | 45.6% | 32.7% | ||
| Q2 24 | 47.5% | 52.3% | ||
| Q1 24 | 44.4% | 43.2% |
营业利润率CSWCTVA
| Q4 25 | 7.4% | -13.6% | ||
| Q3 25 | 20.5% | -14.1% | ||
| Q2 25 | 20.8% | 27.9% | ||
| Q1 25 | 19.5% | 17.7% | ||
| Q4 24 | 15.3% | 2.2% | ||
| Q3 24 | 22.6% | -27.2% | ||
| Q2 24 | 24.3% | 21.9% | ||
| Q1 24 | 21.0% | 10.7% |
净利率CSWCTVA
| Q4 25 | 4.4% | -14.1% | ||
| Q3 25 | 14.7% | -12.2% | ||
| Q2 25 | 15.5% | 20.4% | ||
| Q1 25 | 15.2% | 14.8% | ||
| Q4 24 | 13.9% | -1.0% | ||
| Q3 24 | 15.8% | -22.5% | ||
| Q2 24 | 17.1% | 17.2% | ||
| Q1 24 | 15.1% | 9.3% |
每股收益（稀释后）CSWCTVA
| Q4 25 | $0.62 | $-0.80 | ||
| Q3 25 | $2.41 | $-0.47 | ||
| Q2 25 | $2.43 | $1.92 | ||
| Q1 25 | $2.05 | $0.95 | ||
| Q4 24 | $1.60 | $-0.05 | ||
| Q3 24 | $2.26 | $-0.76 | ||
| Q2 24 | $2.47 | $1.51 | ||
| Q1 24 | $2.03 | $0.60 |
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 | $40.2M | $4.5B |
| 总债务越低越好 | — | $1.7B |
| 股东权益账面价值 | $1.1B | $24.1B |
| 总资产 | $2.3B | $42.8B |
| 负债/权益比越低杠杆越低 | — | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资CSWCTVA
| Q4 25 | $40.2M | $4.5B | ||
| Q3 25 | $31.5M | $2.6B | ||
| Q2 25 | $38.0M | $2.1B | ||
| Q1 25 | $225.8M | $2.0B | ||
| Q4 24 | $213.8M | $3.2B | ||
| Q3 24 | $273.2M | $2.5B | ||
| Q2 24 | $18.9M | $2.0B | ||
| Q1 24 | $22.2M | $1.7B |
总债务CSWCTVA
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | $800.1M | $1.8B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.5B | ||
| Q1 24 | $166.0M | $2.5B |
股东权益CSWCTVA
| Q4 25 | $1.1B | $24.1B | ||
| Q3 25 | $1.1B | $25.2B | ||
| Q2 25 | $1.1B | $25.9B | ||
| Q1 25 | $1.1B | $24.3B | ||
| Q4 24 | $1.0B | $23.8B | ||
| Q3 24 | $1.0B | $24.7B | ||
| Q2 24 | $650.2M | $25.2B | ||
| Q1 24 | $615.7M | $24.8B |
总资产CSWCTVA
| Q4 25 | $2.3B | $42.8B | ||
| Q3 25 | $1.5B | $42.2B | ||
| Q2 25 | $1.5B | $41.8B | ||
| Q1 25 | $1.4B | $42.1B | ||
| Q4 24 | $1.4B | $40.8B | ||
| Q3 24 | $1.4B | $41.9B | ||
| Q2 24 | $1.1B | $41.5B | ||
| Q1 24 | $1.0B | $43.6B |
负债/权益比CSWCTVA
| Q4 25 | — | 0.07× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | 0.75× | 0.07× | ||
| Q4 24 | — | 0.08× | ||
| Q3 24 | — | 0.08× | ||
| Q2 24 | — | 0.10× | ||
| Q1 24 | 0.27× | 0.10× |
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 | $4.4B |
| 自由现金流经营现金流 - 资本支出 | $22.7M | $4.2B |
| 自由现金流率自由现金流/营收 | 9.8% | 106.2% |
| 资本支出强度资本支出/营收 | 2.6% | 5.7% |
| 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 | $2.8B |
8季度趋势，按日历期对齐
经营现金流CSWCTVA
| Q4 25 | $28.9M | $4.4B | ||
| Q3 25 | $61.8M | $193.0M | ||
| Q2 25 | $60.6M | $947.0M | ||
| Q1 25 | $27.3M | $-2.1B | ||
| Q4 24 | $11.6M | $4.2B | ||
| Q3 24 | $66.8M | $130.0M | ||
| Q2 24 | $62.7M | $451.0M | ||
| Q1 24 | $22.4M | $-2.6B |
自由现金流CSWCTVA
| Q4 25 | $22.7M | $4.2B | ||
| Q3 25 | $58.7M | $36.0M | ||
| Q2 25 | $57.7M | $829.0M | ||
| Q1 25 | $22.8M | $-2.2B | ||
| Q4 24 | $8.5M | $4.0B | ||
| Q3 24 | $61.3M | $-24.0M | ||
| Q2 24 | $59.6M | $337.0M | ||
| Q1 24 | $17.5M | $-2.8B |
自由现金流率CSWCTVA
| Q4 25 | 9.8% | 106.2% | ||
| Q3 25 | 21.2% | 1.4% | ||
| Q2 25 | 21.9% | 12.8% | ||
| Q1 25 | 9.9% | -49.9% | ||
| Q4 24 | 4.4% | 100.4% | ||
| Q3 24 | 26.9% | -1.0% | ||
| Q2 24 | 26.3% | 5.5% | ||
| Q1 24 | 8.3% | -61.4% |
资本支出强度CSWCTVA
| Q4 25 | 2.6% | 5.7% | ||
| Q3 25 | 1.1% | 6.0% | ||
| Q2 25 | 1.1% | 1.8% | ||
| Q1 25 | 2.0% | 2.1% | ||
| Q4 24 | 1.6% | 4.6% | ||
| Q3 24 | 2.4% | 6.6% | ||
| Q2 24 | 1.4% | 1.9% | ||
| Q1 24 | 2.3% | 3.3% |
现金转化率CSWCTVA
| Q4 25 | 2.81× | — | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 1.48× | 0.72× | ||
| Q1 25 | 0.78× | -3.23× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 1.62× | 0.43× | ||
| Q1 24 | 0.71× | -6.23× |
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
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
CTVA
| Corn | $1.4B | 35% |
| Herbicides | $1.1B | 27% |
| Insecticides | $488.0M | 12% |
| Fungicides | $272.0M | 7% |
| Biologicals | $191.0M | 5% |
| Soybean | $164.0M | 4% |
| Other | $160.0M | 4% |
| Otheroilseeds | $94.0M | 2% |
