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CSW INDUSTRIALS, INC.（CSW）与慧与（EFSC）财务数据对比。点击上方公司名可切换其他公司
CSW INDUSTRIALS, INC.的季度营收约是慧与的1.3倍（$233.0M vs $185.2M），慧与净利率更高（26.6% vs 4.4%，领先22.2%），过去两年慧与的营收复合增速更高（9.0% vs 5.1%）
慧与（Hewlett Packard Enterprise，简称HPE）是总部位于美国得克萨斯州斯普林的跨国信息技术企业，面向企业客户提供服务器、存储、网络、容器化软件及咨询支持服务，2018年位列美国《财富》500强第107位。
CSW vs EFSC — 直观对比
营收规模更大
CSW
是对方的1.3倍
$185.2M
净利率更高
EFSC
高出22.2%
4.4%
两年增速更快
EFSC
近两年复合增速
5.1%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $185.2M |
| 净利润 | $10.3M | $49.4M |
| 毛利率 | 39.7% | — |
| 营业利润率 | 7.4% | — |
| 净利率 | 4.4% | 26.6% |
| 营收同比 | 20.3% | — |
| 净利润同比 | -61.9% | -1.2% |
| 每股收益（稀释后） | $0.62 | $1.30 |
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CSWEFSC
| Q1 26 | — | $185.2M | ||
| Q4 25 | $233.0M | $193.6M | ||
| Q3 25 | $277.0M | $206.9M | ||
| Q2 25 | $263.6M | $173.4M | ||
| Q1 25 | $230.5M | $166.0M | ||
| Q4 24 | $193.6M | $167.0M | ||
| Q3 24 | $227.9M | $164.9M | ||
| Q2 24 | $226.2M | $156.0M |
净利润CSWEFSC
| Q1 26 | — | $49.4M | ||
| Q4 25 | $10.3M | $54.8M | ||
| Q3 25 | $40.7M | $45.2M | ||
| Q2 25 | $40.9M | $51.4M | ||
| Q1 25 | $35.1M | $50.0M | ||
| Q4 24 | $26.9M | $48.8M | ||
| Q3 24 | $36.1M | $50.6M | ||
| Q2 24 | $38.6M | $45.4M |
毛利率CSWEFSC
| Q1 26 | — | — | ||
| Q4 25 | 39.7% | — | ||
| Q3 25 | 43.0% | — | ||
| Q2 25 | 43.8% | — | ||
| Q1 25 | 44.2% | — | ||
| Q4 24 | 41.4% | — | ||
| Q3 24 | 45.6% | — | ||
| Q2 24 | 47.5% | — |
营业利润率CSWEFSC
| Q1 26 | — | — | ||
| Q4 25 | 7.4% | — | ||
| Q3 25 | 20.5% | 42.9% | ||
| Q2 25 | 20.8% | 37.0% | ||
| Q1 25 | 19.5% | 36.8% | ||
| Q4 24 | 15.3% | — | ||
| Q3 24 | 22.6% | 38.1% | ||
| Q2 24 | 24.3% | 36.7% |
净利率CSWEFSC
| Q1 26 | — | 26.6% | ||
| Q4 25 | 4.4% | 28.3% | ||
| Q3 25 | 14.7% | 21.9% | ||
| Q2 25 | 15.5% | 29.6% | ||
| Q1 25 | 15.2% | 30.1% | ||
| Q4 24 | 13.9% | 29.2% | ||
| Q3 24 | 15.8% | 30.7% | ||
| Q2 24 | 17.1% | 29.1% |
每股收益（稀释后）CSWEFSC
| Q1 26 | — | $1.30 | ||
| Q4 25 | $0.62 | $1.45 | ||
| Q3 25 | $2.41 | $1.19 | ||
| Q2 25 | $2.43 | $1.36 | ||
| Q1 25 | $2.05 | $1.31 | ||
| Q4 24 | $1.60 | $1.27 | ||
| Q3 24 | $2.26 | $1.32 | ||
| Q2 24 | $2.47 | $1.19 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $2.1B |
| 总资产 | $2.3B | $17.3B |
| 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CSWEFSC
| Q1 26 | — | — | ||
| 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 | — |
总债务CSWEFSC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益CSWEFSC
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.1B | $2.0B | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $1.1B | $1.9B | ||
| Q1 25 | $1.1B | $1.9B | ||
| Q4 24 | $1.0B | $1.8B | ||
| Q3 24 | $1.0B | $1.8B | ||
| Q2 24 | $650.2M | $1.8B |
总资产CSWEFSC
| Q1 26 | — | $17.3B | ||
| Q4 25 | $2.3B | $17.3B | ||
| Q3 25 | $1.5B | $16.4B | ||
| Q2 25 | $1.5B | $16.1B | ||
| Q1 25 | $1.4B | $15.7B | ||
| Q4 24 | $1.4B | $15.6B | ||
| Q3 24 | $1.4B | $15.0B | ||
| Q2 24 | $1.1B | $14.6B |
负债/权益比CSWEFSC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| 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× | — |
| 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CSWEFSC
| Q1 26 | — | — | ||
| Q4 25 | $28.9M | $193.5M | ||
| Q3 25 | $61.8M | $49.4M | ||
| Q2 25 | $60.6M | $61.3M | ||
| Q1 25 | $27.3M | $40.0M | ||
| Q4 24 | $11.6M | $247.4M | ||
| Q3 24 | $66.8M | $89.0M | ||
| Q2 24 | $62.7M | $76.5M |
自由现金流CSWEFSC
| Q1 26 | — | — | ||
| Q4 25 | $22.7M | $181.5M | ||
| Q3 25 | $58.7M | $47.1M | ||
| Q2 25 | $57.7M | $59.0M | ||
| Q1 25 | $22.8M | $35.6M | ||
| Q4 24 | $8.5M | $239.9M | ||
| Q3 24 | $61.3M | $88.2M | ||
| Q2 24 | $59.6M | $74.7M |
自由现金流率CSWEFSC
| Q1 26 | — | — | ||
| Q4 25 | 9.8% | 93.8% | ||
| Q3 25 | 21.2% | 22.8% | ||
| Q2 25 | 21.9% | 34.0% | ||
| Q1 25 | 9.9% | 21.5% | ||
| Q4 24 | 4.4% | 143.7% | ||
| Q3 24 | 26.9% | 53.5% | ||
| Q2 24 | 26.3% | 47.9% |
资本支出强度CSWEFSC
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 6.2% | ||
| Q3 25 | 1.1% | 1.1% | ||
| Q2 25 | 1.1% | 1.3% | ||
| Q1 25 | 2.0% | 2.7% | ||
| Q4 24 | 1.6% | 4.5% | ||
| Q3 24 | 2.4% | 0.5% | ||
| Q2 24 | 1.4% | 1.1% |
现金转化率CSWEFSC
| Q1 26 | — | — | ||
| Q4 25 | 2.81× | 3.53× | ||
| Q3 25 | 1.52× | 1.09× | ||
| Q2 25 | 1.48× | 1.19× | ||
| Q1 25 | 0.78× | 0.80× | ||
| Q4 24 | 0.43× | 5.07× | ||
| Q3 24 | 1.85× | 1.76× | ||
| Q2 24 | 1.62× | 1.68× |
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% |
EFSC
| Net Interest Income | $166.1M | 90% |
| Noninterest Income | $19.1M | 10% |
