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CSW INDUSTRIALS, INC.（CSW）与Doximity, Inc.（DOCS）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Doximity, Inc.的1.3倍（$233.0M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 4.4%，领先28.9%），CSW INDUSTRIALS, INC.同比增速更快（20.3% vs 9.8%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 5.1%）
Doximity Inc成立于2010年，是面向医疗专业人士的线上社交服务平台，为平台会员提供精选医疗资讯、远程医疗工具，以及病例协作相关功能，助力医疗从业者高效交流信息、开展诊疗相关工作。
CSW vs DOCS — 直观对比
营收规模更大
CSW
是对方的1.3倍
$185.1M
营收增速更快
CSW
高出10.6%
9.8%
净利率更高
DOCS
高出28.9%
4.4%
两年增速更快
DOCS
近两年复合增速
5.1%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $185.1M |
| 净利润 | $10.3M | $61.6M |
| 毛利率 | 39.7% | 89.9% |
| 营业利润率 | 7.4% | 38.9% |
| 净利率 | 4.4% | 33.3% |
| 营收同比 | 20.3% | 9.8% |
| 净利润同比 | -61.9% | -18.1% |
| 每股收益（稀释后） | $0.62 | $0.31 |
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CSWDOCS
| Q4 25 | $233.0M | $185.1M | ||
| Q3 25 | $277.0M | $168.5M | ||
| Q2 25 | $263.6M | $145.9M | ||
| Q1 25 | $230.5M | $138.3M | ||
| Q4 24 | $193.6M | $168.6M | ||
| Q3 24 | $227.9M | $136.8M | ||
| Q2 24 | $226.2M | $126.7M | ||
| Q1 24 | $210.9M | $118.1M |
净利润CSWDOCS
| Q4 25 | $10.3M | $61.6M | ||
| Q3 25 | $40.7M | $62.1M | ||
| Q2 25 | $40.9M | $53.3M | ||
| Q1 25 | $35.1M | $62.5M | ||
| Q4 24 | $26.9M | $75.2M | ||
| Q3 24 | $36.1M | $44.2M | ||
| Q2 24 | $38.6M | $41.4M | ||
| Q1 24 | $31.8M | $40.6M |
毛利率CSWDOCS
| Q4 25 | 39.7% | 89.9% | ||
| Q3 25 | 43.0% | 90.3% | ||
| Q2 25 | 43.8% | 89.2% | ||
| Q1 25 | 44.2% | 89.5% | ||
| Q4 24 | 41.4% | 91.6% | ||
| Q3 24 | 45.6% | 90.0% | ||
| Q2 24 | 47.5% | 89.3% | ||
| Q1 24 | 44.4% | 89.4% |
营业利润率CSWDOCS
| Q4 25 | 7.4% | 38.9% | ||
| Q3 25 | 20.5% | 37.8% | ||
| Q2 25 | 20.8% | 37.4% | ||
| Q1 25 | 19.5% | 35.2% | ||
| Q4 24 | 15.3% | 47.4% | ||
| Q3 24 | 22.6% | 38.8% | ||
| Q2 24 | 24.3% | 36.4% | ||
| Q1 24 | 21.0% | 35.5% |
净利率CSWDOCS
| Q4 25 | 4.4% | 33.3% | ||
| Q3 25 | 14.7% | 36.8% | ||
| Q2 25 | 15.5% | 36.5% | ||
| Q1 25 | 15.2% | 45.2% | ||
| Q4 24 | 13.9% | 44.6% | ||
| Q3 24 | 15.8% | 32.3% | ||
| Q2 24 | 17.1% | 32.7% | ||
| Q1 24 | 15.1% | 34.4% |
每股收益（稀释后）CSWDOCS
| Q4 25 | $0.62 | $0.31 | ||
| Q3 25 | $2.41 | $0.31 | ||
| Q2 25 | $2.43 | $0.27 | ||
| Q1 25 | $2.05 | $0.31 | ||
| Q4 24 | $1.60 | $0.37 | ||
| Q3 24 | $2.26 | $0.22 | ||
| Q2 24 | $2.47 | $0.21 | ||
| Q1 24 | $2.03 | $0.20 |
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 | $64.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $979.3M |
| 总资产 | $2.3B | $1.2B |
| 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CSWDOCS
| Q4 25 | $40.2M | $64.8M | ||
| Q3 25 | $31.5M | $169.2M | ||
| Q2 25 | $38.0M | $137.3M | ||
| Q1 25 | $225.8M | $209.6M | ||
| Q4 24 | $213.8M | $165.3M | ||
| Q3 24 | $273.2M | $184.2M | ||
| Q2 24 | $18.9M | $111.4M | ||
| Q1 24 | $22.2M | $96.8M |
总债务CSWDOCS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
股东权益CSWDOCS
| Q4 25 | $1.1B | $979.3M | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.1B | $1.0B | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $1.0B | $1.0B | ||
| Q3 24 | $1.0B | $961.2M | ||
| Q2 24 | $650.2M | $913.6M | ||
| Q1 24 | $615.7M | $901.4M |
总资产CSWDOCS
| Q4 25 | $2.3B | $1.2B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.4B | $1.2B | ||
| Q3 24 | $1.4B | $1.1B | ||
| Q2 24 | $1.1B | $1.1B | ||
| Q1 24 | $1.0B | $1.1B |
负债/权益比CSWDOCS
| 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 | $60.9M |
| 自由现金流经营现金流 - 资本支出 | $22.7M | — |
| 自由现金流率自由现金流/营收 | 9.8% | — |
| 资本支出强度资本支出/营收 | 2.6% | — |
| 现金转化率经营现金流/净利润 | 2.81× | 0.99× |
| 过去12个月自由现金流最近4个季度 | $162.0M | — |
8季度趋势，按日历期对齐
经营现金流CSWDOCS
| Q4 25 | $28.9M | $60.9M | ||
| Q3 25 | $61.8M | $93.9M | ||
| Q2 25 | $60.6M | $62.1M | ||
| Q1 25 | $27.3M | $98.5M | ||
| Q4 24 | $11.6M | $65.2M | ||
| Q3 24 | $66.8M | $68.3M | ||
| Q2 24 | $62.7M | $41.2M | ||
| Q1 24 | $22.4M | $63.9M |
自由现金流CSWDOCS
| Q4 25 | $22.7M | — | ||
| Q3 25 | $58.7M | — | ||
| Q2 25 | $57.7M | — | ||
| Q1 25 | $22.8M | — | ||
| Q4 24 | $8.5M | — | ||
| Q3 24 | $61.3M | — | ||
| Q2 24 | $59.6M | — | ||
| Q1 24 | $17.5M | — |
自由现金流率CSWDOCS
| Q4 25 | 9.8% | — | ||
| Q3 25 | 21.2% | — | ||
| Q2 25 | 21.9% | — | ||
| Q1 25 | 9.9% | — | ||
| Q4 24 | 4.4% | — | ||
| Q3 24 | 26.9% | — | ||
| Q2 24 | 26.3% | — | ||
| Q1 24 | 8.3% | — |
资本支出强度CSWDOCS
| Q4 25 | 2.6% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 2.0% | 0.0% | ||
| Q4 24 | 1.6% | 0.0% | ||
| Q3 24 | 2.4% | 0.0% | ||
| Q2 24 | 1.4% | 0.0% | ||
| Q1 24 | 2.3% | 0.0% |
现金转化率CSWDOCS
| Q4 25 | 2.81× | 0.99× | ||
| Q3 25 | 1.52× | 1.51× | ||
| Q2 25 | 1.48× | 1.16× | ||
| Q1 25 | 0.78× | 1.58× | ||
| Q4 24 | 0.43× | 0.87× | ||
| Q3 24 | 1.85× | 1.55× | ||
| Q2 24 | 1.62× | 1.00× | ||
| Q1 24 | 0.71× | 1.57× |
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% |
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
