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CSW INDUSTRIALS, INC.（CSW）与DAKTRONICS INC（DAKT）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DAKTRONICS INC的1.0倍（$233.0M vs $229.3M），DAKTRONICS INC净利率更高（7.6% vs 4.4%，领先3.2%），CSW INDUSTRIALS, INC.同比增速更快（20.3% vs 10.0%），CSW INDUSTRIALS, INC.自由现金流更多（$22.7M vs $14.0M），过去两年DAKTRONICS INC的营收复合增速更高（16.0% vs 5.1%）
达科电子是一家总部位于美国南达科他州布鲁金斯的企业，由两名南达科他州立大学教授于1968年创立，主营业务涵盖视频显示屏、记分牌、数字广告牌、动态信息标识、音响系统及相关产品的设计、生产、销售与服务。
CSW vs DAKT — 直观对比
营收规模更大
CSW
是对方的1.0倍
$229.3M
营收增速更快
CSW
高出10.3%
10.0%
净利率更高
DAKT
高出3.2%
4.4%
自由现金流更多
CSW
多$8.7M
$14.0M
两年增速更快
DAKT
近两年复合增速
5.1%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $229.3M |
| 净利润 | $10.3M | $17.5M |
| 毛利率 | 39.7% | 27.0% |
| 营业利润率 | 7.4% | 9.4% |
| 净利率 | 4.4% | 7.6% |
| 营收同比 | 20.3% | 10.0% |
| 净利润同比 | -61.9% | -18.3% |
| 每股收益（稀释后） | $0.62 | $0.35 |
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CSWDAKT
| Q4 25 | $233.0M | $229.3M | ||
| Q3 25 | $277.0M | $219.0M | ||
| Q2 25 | $263.6M | $172.6M | ||
| Q1 25 | $230.5M | $149.5M | ||
| Q4 24 | $193.6M | $208.3M | ||
| Q3 24 | $227.9M | $226.1M | ||
| Q2 24 | $226.2M | $215.9M | ||
| Q1 24 | $210.9M | $170.3M |
净利润CSWDAKT
| Q4 25 | $10.3M | $17.5M | ||
| Q3 25 | $40.7M | $16.5M | ||
| Q2 25 | $40.9M | $-9.4M | ||
| Q1 25 | $35.1M | $-17.2M | ||
| Q4 24 | $26.9M | $21.4M | ||
| Q3 24 | $36.1M | $-4.9M | ||
| Q2 24 | $38.6M | $2.5M | ||
| Q1 24 | $31.8M | $10.7M |
毛利率CSWDAKT
| Q4 25 | 39.7% | 27.0% | ||
| Q3 25 | 43.0% | 29.7% | ||
| Q2 25 | 43.8% | 25.0% | ||
| Q1 25 | 44.2% | 24.6% | ||
| Q4 24 | 41.4% | 26.8% | ||
| Q3 24 | 45.6% | 26.4% | ||
| Q2 24 | 47.5% | 25.7% | ||
| Q1 24 | 44.4% | 24.5% |
营业利润率CSWDAKT
| Q4 25 | 7.4% | 9.4% | ||
| Q3 25 | 20.5% | 10.6% | ||
| Q2 25 | 20.8% | -1.0% | ||
| Q1 25 | 19.5% | -2.4% | ||
| Q4 24 | 15.3% | 7.6% | ||
| Q3 24 | 22.6% | 10.0% | ||
| Q2 24 | 24.3% | 9.0% | ||
| Q1 24 | 21.0% | 4.7% |
净利率CSWDAKT
| Q4 25 | 4.4% | 7.6% | ||
| Q3 25 | 14.7% | 7.5% | ||
| Q2 25 | 15.5% | -5.5% | ||
| Q1 25 | 15.2% | -11.5% | ||
| Q4 24 | 13.9% | 10.3% | ||
| Q3 24 | 15.8% | -2.2% | ||
| Q2 24 | 17.1% | 1.2% | ||
| Q1 24 | 15.1% | 6.3% |
每股收益（稀释后）CSWDAKT
| Q4 25 | $0.62 | $0.35 | ||
| Q3 25 | $2.41 | $0.33 | ||
| Q2 25 | $2.43 | $0.04 | ||
| Q1 25 | $2.05 | $-0.36 | ||
| Q4 24 | $1.60 | $0.22 | ||
| Q3 24 | $2.26 | $-0.11 | ||
| Q2 24 | $2.47 | $0.18 | ||
| Q1 24 | $2.03 | $0.09 |
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 | $149.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $297.5M |
| 总资产 | $2.3B | $548.4M |
| 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CSWDAKT
| Q4 25 | $40.2M | $149.6M | ||
| Q3 25 | $31.5M | $136.9M | ||
| Q2 25 | $38.0M | $127.5M | ||
| Q1 25 | $225.8M | $132.2M | ||
| Q4 24 | $213.8M | $134.4M | ||
| Q3 24 | $273.2M | $96.8M | ||
| Q2 24 | $18.9M | $81.3M | ||
| Q1 24 | $22.2M | $76.8M |
总债务CSWDAKT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
股东权益CSWDAKT
| Q4 25 | $1.1B | $297.5M | ||
| Q3 25 | $1.1B | $279.8M | ||
| Q2 25 | $1.1B | $271.9M | ||
| Q1 25 | $1.1B | $272.3M | ||
| Q4 24 | $1.0B | $260.9M | ||
| Q3 24 | $1.0B | $238.2M | ||
| Q2 24 | $650.2M | $238.8M | ||
| Q1 24 | $615.7M | $236.2M |
总资产CSWDAKT
| Q4 25 | $2.3B | $548.4M | ||
| Q3 25 | $1.5B | $545.6M | ||
| Q2 25 | $1.5B | $502.9M | ||
| Q1 25 | $1.4B | $524.2M | ||
| Q4 24 | $1.4B | $551.9M | ||
| Q3 24 | $1.4B | $553.9M | ||
| Q2 24 | $1.1B | $527.9M | ||
| Q1 24 | $1.0B | $499.2M |
负债/权益比CSWDAKT
| 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 | $28.9M | $16.5M |
| 自由现金流经营现金流 - 资本支出 | $22.7M | $14.0M |
| 自由现金流率自由现金流/营收 | 9.8% | 6.1% |
| 资本支出强度资本支出/营收 | 2.6% | 1.1% |
| 现金转化率经营现金流/净利润 | 2.81× | 0.94× |
| 过去12个月自由现金流最近4个季度 | $162.0M | $61.7M |
8季度趋势，按日历期对齐
经营现金流CSWDAKT
| Q4 25 | $28.9M | $16.5M | ||
| Q3 25 | $61.8M | $26.1M | ||
| Q2 25 | $60.6M | $22.9M | ||
| Q1 25 | $27.3M | $12.0M | ||
| Q4 24 | $11.6M | $43.3M | ||
| Q3 24 | $66.8M | $19.5M | ||
| Q2 24 | $62.7M | $9.5M | ||
| Q1 24 | $22.4M | $9.5M |
自由现金流CSWDAKT
| Q4 25 | $22.7M | $14.0M | ||
| Q3 25 | $58.7M | $21.8M | ||
| Q2 25 | $57.7M | $18.0M | ||
| Q1 25 | $22.8M | $7.8M | ||
| Q4 24 | $8.5M | $38.0M | ||
| Q3 24 | $61.3M | $14.4M | ||
| Q2 24 | $59.6M | $6.1M | ||
| Q1 24 | $17.5M | $5.1M |
自由现金流率CSWDAKT
| Q4 25 | 9.8% | 6.1% | ||
| Q3 25 | 21.2% | 10.0% | ||
| Q2 25 | 21.9% | 10.5% | ||
| Q1 25 | 9.9% | 5.2% | ||
| Q4 24 | 4.4% | 18.2% | ||
| Q3 24 | 26.9% | 6.4% | ||
| Q2 24 | 26.3% | 2.8% | ||
| Q1 24 | 8.3% | 3.0% |
资本支出强度CSWDAKT
| Q4 25 | 2.6% | 1.1% | ||
| Q3 25 | 1.1% | 2.0% | ||
| Q2 25 | 1.1% | 2.8% | ||
| Q1 25 | 2.0% | 2.8% | ||
| Q4 24 | 1.6% | 2.6% | ||
| Q3 24 | 2.4% | 2.2% | ||
| Q2 24 | 1.4% | 1.6% | ||
| Q1 24 | 2.3% | 2.6% |
现金转化率CSWDAKT
| Q4 25 | 2.81× | 0.94× | ||
| Q3 25 | 1.52× | 1.58× | ||
| Q2 25 | 1.48× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.43× | 2.02× | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 1.62× | 3.75× | ||
| Q1 24 | 0.71× | 0.88× |
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% |
DAKT
| Live Events Segment | $81.5M | 36% |
| Transferred At Point In Time | $41.9M | 18% |
| Limited Configuration | $39.2M | 17% |
| Other | $30.6M | 13% |
| Transportation Segment | $21.3M | 9% |
| Transferred Over Time | $8.8M | 4% |
| Unique Configuration | $6.0M | 3% |
