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CSW INDUSTRIALS, INC.（CSW）与达尔科技（DIOD）财务数据对比。点击上方公司名可切换其他公司
达尔科技的季度营收约是CSW INDUSTRIALS, INC.的1.7倍（$391.6M vs $233.0M），CSW INDUSTRIALS, INC.净利率更高（4.4% vs 2.6%，领先1.8%），CSW INDUSTRIALS, INC.同比增速更快（20.3% vs 15.4%），CSW INDUSTRIALS, INC.自由现金流更多（$22.7M vs $12.4M），过去两年达尔科技的营收复合增速更高（13.9% vs 5.1%）
达尔科技是一家全球性半导体制造商，主营分立器件、模拟及混合信号半导体产品的设计、生产与销售，产品广泛应用于汽车、工业、消费电子、计算及通信基础设施等核心领域，服务全球各地客户。
CSW vs DIOD — 直观对比
营收规模更大
DIOD
是对方的1.7倍
$233.0M
营收增速更快
CSW
高出4.9%
15.4%
净利率更高
CSW
高出1.8%
2.6%
自由现金流更多
CSW
多$10.3M
$12.4M
两年增速更快
DIOD
近两年复合增速
5.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $391.6M |
| 净利润 | $10.3M | $10.2M |
| 毛利率 | 39.7% | 31.1% |
| 营业利润率 | 7.4% | 3.4% |
| 净利率 | 4.4% | 2.6% |
| 营收同比 | 20.3% | 15.4% |
| 净利润同比 | -61.9% | 23.8% |
| 每股收益（稀释后） | $0.62 | $0.23 |
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CSWDIOD
| Q4 25 | $233.0M | $391.6M | ||
| Q3 25 | $277.0M | $392.2M | ||
| Q2 25 | $263.6M | $366.2M | ||
| Q1 25 | $230.5M | $332.1M | ||
| Q4 24 | $193.6M | $339.3M | ||
| Q3 24 | $227.9M | $350.1M | ||
| Q2 24 | $226.2M | $319.8M | ||
| Q1 24 | $210.9M | $302.0M |
净利润CSWDIOD
| Q4 25 | $10.3M | $10.2M | ||
| Q3 25 | $40.7M | $14.3M | ||
| Q2 25 | $40.9M | $46.1M | ||
| Q1 25 | $35.1M | $-4.4M | ||
| Q4 24 | $26.9M | $8.2M | ||
| Q3 24 | $36.1M | $13.7M | ||
| Q2 24 | $38.6M | $8.0M | ||
| Q1 24 | $31.8M | $14.0M |
毛利率CSWDIOD
| Q4 25 | 39.7% | 31.1% | ||
| Q3 25 | 43.0% | 30.7% | ||
| Q2 25 | 43.8% | 31.5% | ||
| Q1 25 | 44.2% | 31.5% | ||
| Q4 24 | 41.4% | 32.7% | ||
| Q3 24 | 45.6% | 33.7% | ||
| Q2 24 | 47.5% | 33.6% | ||
| Q1 24 | 44.4% | 33.0% |
营业利润率CSWDIOD
| Q4 25 | 7.4% | 3.4% | ||
| Q3 25 | 20.5% | 3.0% | ||
| Q2 25 | 20.8% | 2.6% | ||
| Q1 25 | 19.5% | 0.4% | ||
| Q4 24 | 15.3% | 3.5% | ||
| Q3 24 | 22.6% | 6.2% | ||
| Q2 24 | 24.3% | 1.2% | ||
| Q1 24 | 21.0% | 4.3% |
净利率CSWDIOD
| Q4 25 | 4.4% | 2.6% | ||
| Q3 25 | 14.7% | 3.6% | ||
| Q2 25 | 15.5% | 12.6% | ||
| Q1 25 | 15.2% | -1.3% | ||
| Q4 24 | 13.9% | 2.4% | ||
| Q3 24 | 15.8% | 3.9% | ||
| Q2 24 | 17.1% | 2.5% | ||
| Q1 24 | 15.1% | 4.6% |
每股收益（稀释后）CSWDIOD
| Q4 25 | $0.62 | $0.23 | ||
| Q3 25 | $2.41 | $0.31 | ||
| Q2 25 | $2.43 | $0.99 | ||
| Q1 25 | $2.05 | $-0.10 | ||
| Q4 24 | $1.60 | $0.18 | ||
| Q3 24 | $2.26 | $0.30 | ||
| Q2 24 | $2.47 | $0.17 | ||
| Q1 24 | $2.03 | $0.30 |
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 | $377.0M |
| 总债务越低越好 | — | $25.7M |
| 股东权益账面价值 | $1.1B | $1.9B |
| 总资产 | $2.3B | $2.4B |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资CSWDIOD
| Q4 25 | $40.2M | $377.0M | ||
| Q3 25 | $31.5M | $386.4M | ||
| Q2 25 | $38.0M | $327.3M | ||
| Q1 25 | $225.8M | $343.9M | ||
| Q4 24 | $213.8M | $316.1M | ||
| Q3 24 | $273.2M | $319.3M | ||
| Q2 24 | $18.9M | $273.9M | ||
| Q1 24 | $22.2M | $276.0M |
总债务CSWDIOD
| Q4 25 | — | $25.7M | ||
| Q3 25 | — | $24.9M | ||
| Q2 25 | — | $26.4M | ||
| Q1 25 | $800.1M | $20.5M | ||
| Q4 24 | — | $20.7M | ||
| Q3 24 | — | $22.2M | ||
| Q2 24 | — | $20.3M | ||
| Q1 24 | $166.0M | $20.9M |
股东权益CSWDIOD
| Q4 25 | $1.1B | $1.9B | ||
| Q3 25 | $1.1B | $1.9B | ||
| Q2 25 | $1.1B | $1.9B | ||
| Q1 25 | $1.1B | $1.8B | ||
| Q4 24 | $1.0B | $1.8B | ||
| Q3 24 | $1.0B | $1.8B | ||
| Q2 24 | $650.2M | $1.8B | ||
| Q1 24 | $615.7M | $1.7B |
总资产CSWDIOD
| Q4 25 | $2.3B | $2.4B | ||
| Q3 25 | $1.5B | $2.5B | ||
| Q2 25 | $1.5B | $2.5B | ||
| Q1 25 | $1.4B | $2.4B | ||
| Q4 24 | $1.4B | $2.4B | ||
| Q3 24 | $1.4B | $2.4B | ||
| Q2 24 | $1.1B | $2.4B | ||
| Q1 24 | $1.0B | $2.4B |
负债/权益比CSWDIOD
| Q4 25 | — | 0.01× | ||
| Q3 25 | — | 0.01× | ||
| Q2 25 | — | 0.01× | ||
| Q1 25 | 0.75× | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | 0.01× | ||
| Q2 24 | — | 0.01× | ||
| Q1 24 | 0.27× | 0.01× |
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 | $28.9M | $38.1M |
| 自由现金流经营现金流 - 资本支出 | $22.7M | $12.4M |
| 自由现金流率自由现金流/营收 | 9.8% | 3.2% |
| 资本支出强度资本支出/营收 | 2.6% | 6.6% |
| 现金转化率经营现金流/净利润 | 2.81× | 3.74× |
| 过去12个月自由现金流最近4个季度 | $162.0M | $137.2M |
8季度趋势，按日历期对齐
经营现金流CSWDIOD
| Q4 25 | $28.9M | $38.1M | ||
| Q3 25 | $61.8M | $79.1M | ||
| Q2 25 | $60.6M | $41.5M | ||
| Q1 25 | $27.3M | $56.7M | ||
| Q4 24 | $11.6M | $81.8M | ||
| Q3 24 | $66.8M | $54.4M | ||
| Q2 24 | $62.7M | $14.4M | ||
| Q1 24 | $22.4M | $-31.1M |
自由现金流CSWDIOD
| Q4 25 | $22.7M | $12.4M | ||
| Q3 25 | $58.7M | $62.8M | ||
| Q2 25 | $57.7M | $21.1M | ||
| Q1 25 | $22.8M | $40.8M | ||
| Q4 24 | $8.5M | $62.1M | ||
| Q3 24 | $61.3M | $39.4M | ||
| Q2 24 | $59.6M | $-3.5M | ||
| Q1 24 | $17.5M | $-51.5M |
自由现金流率CSWDIOD
| Q4 25 | 9.8% | 3.2% | ||
| Q3 25 | 21.2% | 16.0% | ||
| Q2 25 | 21.9% | 5.8% | ||
| Q1 25 | 9.9% | 12.3% | ||
| Q4 24 | 4.4% | 18.3% | ||
| Q3 24 | 26.9% | 11.2% | ||
| Q2 24 | 26.3% | -1.1% | ||
| Q1 24 | 8.3% | -17.1% |
资本支出强度CSWDIOD
| Q4 25 | 2.6% | 6.6% | ||
| Q3 25 | 1.1% | 4.2% | ||
| Q2 25 | 1.1% | 5.6% | ||
| Q1 25 | 2.0% | 4.8% | ||
| Q4 24 | 1.6% | 5.8% | ||
| Q3 24 | 2.4% | 4.3% | ||
| Q2 24 | 1.4% | 5.6% | ||
| Q1 24 | 2.3% | 6.7% |
现金转化率CSWDIOD
| Q4 25 | 2.81× | 3.74× | ||
| Q3 25 | 1.52× | 5.54× | ||
| Q2 25 | 1.48× | 0.90× | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.43× | 9.93× | ||
| Q3 24 | 1.85× | 3.95× | ||
| Q2 24 | 1.62× | 1.80× | ||
| Q1 24 | 0.71× | -2.22× |
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% |
DIOD
| Distributor | $253.1M | 65% |
| Direct Sales | $138.5M | 35% |
