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CSW INDUSTRIALS, INC.（CSW）与GRAFTECH INTERNATIONAL LTD（EAF）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GRAFTECH INTERNATIONAL LTD的1.9倍（$233.0M vs $125.1M），CSW INDUSTRIALS, INC.净利率更高（4.4% vs -34.6%，领先39.0%），CSW INDUSTRIALS, INC.同比增速更快（20.3% vs 11.9%），CSW INDUSTRIALS, INC.自由现金流更多（$22.7M vs $-27.1M），过去两年CSW INDUSTRIALS, INC.的营收复合增速更高（5.1% vs -4.6%）
格瑞泰克国际有限公司是石墨电极与石油焦生产商，其产品是电弧炉炼钢及其他金属生产的核心原材料。公司总部位于俄亥俄州布鲁克林海茨，在法国加来、西班牙潘普洛纳、墨西哥蒙特雷以及美国宾夕法尼亚州圣玛丽斯均设有生产基地。
CSW vs EAF — 直观对比
营收规模更大
CSW
是对方的1.9倍
$125.1M
营收增速更快
CSW
高出8.5%
11.9%
净利率更高
CSW
高出39.0%
-34.6%
自由现金流更多
CSW
多$49.8M
$-27.1M
两年增速更快
CSW
近两年复合增速
-4.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $125.1M |
| 净利润 | $10.3M | $-43.3M |
| 毛利率 | 39.7% | -7.8% |
| 营业利润率 | 7.4% | — |
| 净利率 | 4.4% | -34.6% |
| 营收同比 | 20.3% | 11.9% |
| 净利润同比 | -61.9% | -10.0% |
| 每股收益（稀释后） | $0.62 | — |
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CSWEAF
| Q1 26 | — | $125.1M | ||
| Q4 25 | $233.0M | $116.5M | ||
| Q3 25 | $277.0M | $144.0M | ||
| Q2 25 | $263.6M | $131.8M | ||
| Q1 25 | $230.5M | $111.8M | ||
| Q4 24 | $193.6M | $134.2M | ||
| Q3 24 | $227.9M | $130.7M | ||
| Q2 24 | $226.2M | $137.3M |
净利润CSWEAF
| Q1 26 | — | $-43.3M | ||
| Q4 25 | $10.3M | $-65.1M | ||
| Q3 25 | $40.7M | $-28.5M | ||
| Q2 25 | $40.9M | $-86.9M | ||
| Q1 25 | $35.1M | $-39.4M | ||
| Q4 24 | $26.9M | $-49.5M | ||
| Q3 24 | $36.1M | $-36.1M | ||
| Q2 24 | $38.6M | $-14.8M |
毛利率CSWEAF
| Q1 26 | — | -7.8% | ||
| Q4 25 | 39.7% | -20.9% | ||
| Q3 25 | 43.0% | 7.2% | ||
| Q2 25 | 43.8% | 0.0% | ||
| Q1 25 | 44.2% | -1.5% | ||
| Q4 24 | 41.4% | -7.8% | ||
| Q3 24 | 45.6% | -9.2% | ||
| Q2 24 | 47.5% | 2.9% |
营业利润率CSWEAF
| Q1 26 | — | — | ||
| Q4 25 | 7.4% | -33.6% | ||
| Q3 25 | 20.5% | -3.6% | ||
| Q2 25 | 20.8% | -11.0% | ||
| Q1 25 | 19.5% | -16.3% | ||
| Q4 24 | 15.3% | -18.6% | ||
| Q3 24 | 22.6% | -20.1% | ||
| Q2 24 | 24.3% | -2.0% |
净利率CSWEAF
| Q1 26 | — | -34.6% | ||
| Q4 25 | 4.4% | -55.9% | ||
| Q3 25 | 14.7% | -19.8% | ||
| Q2 25 | 15.5% | -65.9% | ||
| Q1 25 | 15.2% | -35.2% | ||
| Q4 24 | 13.9% | -36.9% | ||
| Q3 24 | 15.8% | -27.6% | ||
| Q2 24 | 17.1% | -10.7% |
每股收益（稀释后）CSWEAF
| Q1 26 | — | — | ||
| Q4 25 | $0.62 | $-6.86 | ||
| Q3 25 | $2.41 | $-1.10 | ||
| Q2 25 | $2.43 | $-0.34 | ||
| Q1 25 | $2.05 | $-0.15 | ||
| Q4 24 | $1.60 | $-3.51 | ||
| Q3 24 | $2.26 | $-1.40 | ||
| Q2 24 | $2.47 | $-0.06 |
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 | $120.2M |
| 总债务越低越好 | — | $1.1B |
| 股东权益账面价值 | $1.1B | — |
| 总资产 | $2.3B | $997.2M |
| 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CSWEAF
| Q1 26 | — | $120.2M | ||
| Q4 25 | $40.2M | — | ||
| Q3 25 | $31.5M | — | ||
| Q2 25 | $38.0M | — | ||
| Q1 25 | $225.8M | — | ||
| Q4 24 | $213.8M | — | ||
| Q3 24 | $273.2M | — | ||
| Q2 24 | $18.9M | $120.7M |
总债务CSWEAF
| Q1 26 | — | $1.1B | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | $800.1M | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $929.5M | ||
| Q2 24 | — | $928.2M |
股东权益CSWEAF
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $-259.6M | ||
| Q3 25 | $1.1B | $-194.4M | ||
| Q2 25 | $1.1B | $-168.4M | ||
| Q1 25 | $1.1B | $-105.3M | ||
| Q4 24 | $1.0B | $-78.9M | ||
| Q3 24 | $1.0B | $-9.0M | ||
| Q2 24 | $650.2M | $16.2M |
总资产CSWEAF
| Q1 26 | — | $997.2M | ||
| Q4 25 | $2.3B | $1.0B | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.4B | $1.2B | ||
| Q4 24 | $1.4B | $1.2B | ||
| Q3 24 | $1.4B | $1.1B | ||
| Q2 24 | $1.1B | $1.2B |
负债/权益比CSWEAF
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 57.16× |
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 | $-14.9M |
| 自由现金流经营现金流 - 资本支出 | $22.7M | $-27.1M |
| 自由现金流率自由现金流/营收 | 9.8% | -21.6% |
| 资本支出强度资本支出/营收 | 2.6% | 9.7% |
| 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 | $-105.1M |
8季度趋势，按日历期对齐
经营现金流CSWEAF
| Q1 26 | — | $-14.9M | ||
| Q4 25 | $28.9M | $-20.9M | ||
| Q3 25 | $61.8M | $24.7M | ||
| Q2 25 | $60.6M | $-53.2M | ||
| Q1 25 | $27.3M | $-32.2M | ||
| Q4 24 | $11.6M | $-26.4M | ||
| Q3 24 | $66.8M | $23.7M | ||
| Q2 24 | $62.7M | $-36.9M |
自由现金流CSWEAF
| Q1 26 | — | $-27.1M | ||
| Q4 25 | $22.7M | $-39.3M | ||
| Q3 25 | $58.7M | $18.4M | ||
| Q2 25 | $57.7M | $-57.1M | ||
| Q1 25 | $22.8M | $-42.5M | ||
| Q4 24 | $8.5M | $-39.2M | ||
| Q3 24 | $61.3M | $19.7M | ||
| Q2 24 | $59.6M | $-43.8M |
自由现金流率CSWEAF
| Q1 26 | — | -21.6% | ||
| Q4 25 | 9.8% | -33.7% | ||
| Q3 25 | 21.2% | 12.8% | ||
| Q2 25 | 21.9% | -43.3% | ||
| Q1 25 | 9.9% | -38.0% | ||
| Q4 24 | 4.4% | -29.2% | ||
| Q3 24 | 26.9% | 15.1% | ||
| Q2 24 | 26.3% | -31.9% |
资本支出强度CSWEAF
| Q1 26 | — | 9.7% | ||
| Q4 25 | 2.6% | 15.8% | ||
| Q3 25 | 1.1% | 4.4% | ||
| Q2 25 | 1.1% | 3.0% | ||
| Q1 25 | 2.0% | 9.2% | ||
| Q4 24 | 1.6% | 9.5% | ||
| Q3 24 | 2.4% | 3.1% | ||
| Q2 24 | 1.4% | 5.1% |
现金转化率CSWEAF
| Q1 26 | — | — | ||
| Q4 25 | 2.81× | — | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 1.48× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 1.62× | — |
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% |
EAF
暂无分部数据
