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CSW INDUSTRIALS, INC.（CSW）与8X8 INC（EGHT）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8X8 INC的1.3倍（$233.0M vs $185.1M），CSW INDUSTRIALS, INC.净利率更高（4.4% vs 2.8%，领先1.7%），CSW INDUSTRIALS, INC.同比增速更快（20.3% vs 3.4%），CSW INDUSTRIALS, INC.自由现金流更多（$22.7M vs $19.1M），过去两年CSW INDUSTRIALS, INC.的营收复合增速更高（5.1% vs 1.6%）
8x8 Inc是源自美国的企业级云通信与客户体验软件服务商，依托云架构为企业提供统一通信、呼叫中心及通信平台即服务（CPaaS）等产品方案，公司总部位于加利福尼亚州坎贝尔，其股票在纳斯达克交易所挂牌交易。
CSW vs EGHT — 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16.9%
3.4%
净利率更高
CSW
高出1.7%
2.8%
自由现金流更多
CSW
多$3.6M
$19.1M
两年增速更快
CSW
近两年复合增速
1.6%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $185.1M |
| 净利润 | $10.3M | $5.1M |
| 毛利率 | 39.7% | 63.9% |
| 营业利润率 | 7.4% | 5.2% |
| 净利率 | 4.4% | 2.8% |
| 营收同比 | 20.3% | 3.4% |
| 净利润同比 | -61.9% | 68.4% |
| 每股收益（稀释后） | $0.62 | $0.04 |
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CSWEGHT
| Q4 25 | $233.0M | $185.1M | ||
| Q3 25 | $277.0M | $184.1M | ||
| Q2 25 | $263.6M | $181.4M | ||
| Q1 25 | $230.5M | $177.0M | ||
| Q4 24 | $193.6M | $178.9M | ||
| Q3 24 | $227.9M | $181.0M | ||
| Q2 24 | $226.2M | $178.1M | ||
| Q1 24 | $210.9M | $179.4M |
净利润CSWEGHT
| Q4 25 | $10.3M | $5.1M | ||
| Q3 25 | $40.7M | $767.0K | ||
| Q2 25 | $40.9M | $-4.3M | ||
| Q1 25 | $35.1M | $-5.4M | ||
| Q4 24 | $26.9M | $3.0M | ||
| Q3 24 | $36.1M | $-14.5M | ||
| Q2 24 | $38.6M | $-10.3M | ||
| Q1 24 | $31.8M | $-23.6M |
毛利率CSWEGHT
| Q4 25 | 39.7% | 63.9% | ||
| Q3 25 | 43.0% | 64.8% | ||
| Q2 25 | 43.8% | 66.4% | ||
| Q1 25 | 44.2% | 67.8% | ||
| Q4 24 | 41.4% | 67.7% | ||
| Q3 24 | 45.6% | 68.1% | ||
| Q2 24 | 47.5% | 67.9% | ||
| Q1 24 | 44.4% | 68.2% |
营业利润率CSWEGHT
| Q4 25 | 7.4% | 5.2% | ||
| Q3 25 | 20.5% | 2.9% | ||
| Q2 25 | 20.8% | 0.3% | ||
| Q1 25 | 19.5% | 0.2% | ||
| Q4 24 | 15.3% | 5.0% | ||
| Q3 24 | 22.6% | 4.0% | ||
| Q2 24 | 24.3% | -0.8% | ||
| Q1 24 | 21.0% | -7.9% |
净利率CSWEGHT
| Q4 25 | 4.4% | 2.8% | ||
| Q3 25 | 14.7% | 0.4% | ||
| Q2 25 | 15.5% | -2.4% | ||
| Q1 25 | 15.2% | -3.1% | ||
| Q4 24 | 13.9% | 1.7% | ||
| Q3 24 | 15.8% | -8.0% | ||
| Q2 24 | 17.1% | -5.8% | ||
| Q1 24 | 15.1% | -13.1% |
每股收益（稀释后）CSWEGHT
| Q4 25 | $0.62 | $0.04 | ||
| Q3 25 | $2.41 | $0.01 | ||
| Q2 25 | $2.43 | $-0.03 | ||
| Q1 25 | $2.05 | $-0.04 | ||
| Q4 24 | $1.60 | $0.02 | ||
| Q3 24 | $2.26 | $-0.11 | ||
| Q2 24 | $2.47 | $-0.08 | ||
| 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 | $86.9M |
| 总债务越低越好 | — | $321.2M |
| 股东权益账面价值 | $1.1B | $142.9M |
| 总资产 | $2.3B | $661.5M |
| 负债/权益比越低杠杆越低 | — | 2.25× |
8季度趋势，按日历期对齐
现金及短期投资CSWEGHT
| Q4 25 | $40.2M | $86.9M | ||
| Q3 25 | $31.5M | $75.9M | ||
| Q2 25 | $38.0M | $81.3M | ||
| Q1 25 | $225.8M | $88.0M | ||
| Q4 24 | $213.8M | $104.2M | ||
| Q3 24 | $273.2M | $117.4M | ||
| Q2 24 | $18.9M | $130.8M | ||
| Q1 24 | $22.2M | $117.3M |
总债务CSWEGHT
| Q4 25 | — | $321.2M | ||
| Q3 25 | — | $325.8M | ||
| Q2 25 | — | $335.4M | ||
| Q1 25 | $800.1M | $350.0M | ||
| Q4 24 | — | $364.5M | ||
| Q3 24 | — | $396.9M | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | $409.7M |
股东权益CSWEGHT
| Q4 25 | $1.1B | $142.9M | ||
| Q3 25 | $1.1B | $133.2M | ||
| Q2 25 | $1.1B | $128.2M | ||
| Q1 25 | $1.1B | $122.2M | ||
| Q4 24 | $1.0B | $113.0M | ||
| Q3 24 | $1.0B | $109.8M | ||
| Q2 24 | $650.2M | $104.6M | ||
| Q1 24 | $615.7M | $102.0M |
总资产CSWEGHT
| Q4 25 | $2.3B | $661.5M | ||
| Q3 25 | $1.5B | $670.8M | ||
| Q2 25 | $1.5B | $684.3M | ||
| Q1 25 | $1.4B | $683.2M | ||
| Q4 24 | $1.4B | $698.2M | ||
| Q3 24 | $1.4B | $740.1M | ||
| Q2 24 | $1.1B | $755.7M | ||
| Q1 24 | $1.0B | $756.0M |
负债/权益比CSWEGHT
| Q4 25 | — | 2.25× | ||
| Q3 25 | — | 2.45× | ||
| Q2 25 | — | 2.62× | ||
| Q1 25 | 0.75× | 2.86× | ||
| Q4 24 | — | 3.23× | ||
| Q3 24 | — | 3.61× | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.27× | 4.02× |
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 | $20.7M |
| 自由现金流经营现金流 - 资本支出 | $22.7M | $19.1M |
| 自由现金流率自由现金流/营收 | 9.8% | 10.3% |
| 资本支出强度资本支出/营收 | 2.6% | 0.9% |
| 现金转化率经营现金流/净利润 | 2.81× | 4.07× |
| 过去12个月自由现金流最近4个季度 | $162.0M | $43.8M |
8季度趋势，按日历期对齐
经营现金流CSWEGHT
| Q4 25 | $28.9M | $20.7M | ||
| Q3 25 | $61.8M | $8.8M | ||
| Q2 25 | $60.6M | $11.9M | ||
| Q1 25 | $27.3M | $5.9M | ||
| Q4 24 | $11.6M | $27.2M | ||
| Q3 24 | $66.8M | $12.3M | ||
| Q2 24 | $62.7M | $18.1M | ||
| Q1 24 | $22.4M | $12.7M |
自由现金流CSWEGHT
| Q4 25 | $22.7M | $19.1M | ||
| Q3 25 | $58.7M | $7.7M | ||
| Q2 25 | $57.7M | $11.5M | ||
| Q1 25 | $22.8M | $5.5M | ||
| Q4 24 | $8.5M | $26.8M | ||
| Q3 24 | $61.3M | $11.1M | ||
| Q2 24 | $59.6M | $17.8M | ||
| Q1 24 | $17.5M | $12.3M |
自由现金流率CSWEGHT
| Q4 25 | 9.8% | 10.3% | ||
| Q3 25 | 21.2% | 4.2% | ||
| Q2 25 | 21.9% | 6.3% | ||
| Q1 25 | 9.9% | 3.1% | ||
| Q4 24 | 4.4% | 15.0% | ||
| Q3 24 | 26.9% | 6.1% | ||
| Q2 24 | 26.3% | 10.0% | ||
| Q1 24 | 8.3% | 6.9% |
资本支出强度CSWEGHT
| Q4 25 | 2.6% | 0.9% | ||
| Q3 25 | 1.1% | 0.6% | ||
| Q2 25 | 1.1% | 0.2% | ||
| Q1 25 | 2.0% | 0.2% | ||
| Q4 24 | 1.6% | 0.3% | ||
| Q3 24 | 2.4% | 0.7% | ||
| Q2 24 | 1.4% | 0.2% | ||
| Q1 24 | 2.3% | 0.2% |
现金转化率CSWEGHT
| Q4 25 | 2.81× | 4.07× | ||
| Q3 25 | 1.52× | 11.52× | ||
| Q2 25 | 1.48× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.43× | 9.01× | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 0.71× | — |
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% |
EGHT
| Services | $179.7M | 97% |
| Other | $5.4M | 3% |
