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CSW INDUSTRIALS, INC.（CSW）与ESCO TECHNOLOGIES INC（ESE）财务数据对比。点击上方公司名可切换其他公司
ESCO TECHNOLOGIES INC的季度营收约是CSW INDUSTRIALS, INC.的1.2倍（$289.7M vs $233.0M），ESCO TECHNOLOGIES INC净利率更高（9.9% vs 4.4%，领先5.5%），CSW INDUSTRIALS, INC.同比增速更快（20.3% vs 17.3%），ESCO TECHNOLOGIES INC自由现金流更多（$63.0M vs $22.7M），过去两年ESCO TECHNOLOGIES INC的营收复合增速更高（7.8% vs 5.1%）
ESCO是来自新加坡的品牌，专注于实验室领域相关产品及服务的研发、生产与销售，可为各类科研、检测及工业实验室提供适配的产品解决方案与配套支持，产品广泛应用于生命科学、医疗健康、工业检测等多个领域。
CSW vs ESE — 直观对比
营收规模更大
ESE
是对方的1.2倍
$233.0M
营收增速更快
CSW
高出3.1%
17.3%
净利率更高
ESE
高出5.5%
4.4%
自由现金流更多
ESE
多$40.2M
$22.7M
两年增速更快
ESE
近两年复合增速
5.1%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $289.7M |
| 净利润 | $10.3M | $28.7M |
| 毛利率 | 39.7% | 41.4% |
| 营业利润率 | 7.4% | 13.2% |
| 净利率 | 4.4% | 9.9% |
| 营收同比 | 20.3% | 17.3% |
| 净利润同比 | -61.9% | 22.2% |
| 每股收益（稀释后） | $0.62 | $1.11 |
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CSWESE
| Q4 25 | $233.0M | $289.7M | ||
| Q3 25 | $277.0M | $286.5M | ||
| Q2 25 | $263.6M | $296.3M | ||
| Q1 25 | $230.5M | $265.5M | ||
| Q4 24 | $193.6M | $247.0M | ||
| Q3 24 | $227.9M | $298.5M | ||
| Q2 24 | $226.2M | $260.8M | ||
| Q1 24 | $210.9M | $249.1M |
净利润CSWESE
| Q4 25 | $10.3M | $28.7M | ||
| Q3 25 | $40.7M | $218.7M | ||
| Q2 25 | $40.9M | $26.1M | ||
| Q1 25 | $35.1M | $31.0M | ||
| Q4 24 | $26.9M | $23.5M | ||
| Q3 24 | $36.1M | $34.3M | ||
| Q2 24 | $38.6M | $29.2M | ||
| Q1 24 | $31.8M | $23.2M |
毛利率CSWESE
| Q4 25 | 39.7% | 41.4% | ||
| Q3 25 | 43.0% | 45.9% | ||
| Q2 25 | 43.8% | 41.2% | ||
| Q1 25 | 44.2% | 41.1% | ||
| Q4 24 | 41.4% | 39.8% | ||
| Q3 24 | 45.6% | 40.1% | ||
| Q2 24 | 47.5% | 39.6% | ||
| Q1 24 | 44.4% | 38.8% |
营业利润率CSWESE
| Q4 25 | 7.4% | 13.2% | ||
| Q3 25 | 20.5% | 17.2% | ||
| Q2 25 | 20.8% | 11.2% | ||
| Q1 25 | 19.5% | 15.3% | ||
| Q4 24 | 15.3% | 11.4% | ||
| Q3 24 | 22.6% | 14.8% | ||
| Q2 24 | 24.3% | 14.3% | ||
| Q1 24 | 21.0% | 11.7% |
净利率CSWESE
| Q4 25 | 4.4% | 9.9% | ||
| Q3 25 | 14.7% | 76.3% | ||
| Q2 25 | 15.5% | 8.8% | ||
| Q1 25 | 15.2% | 11.7% | ||
| Q4 24 | 13.9% | 9.5% | ||
| Q3 24 | 15.8% | 11.5% | ||
| Q2 24 | 17.1% | 11.2% | ||
| Q1 24 | 15.1% | 9.3% |
每股收益（稀释后）CSWESE
| Q4 25 | $0.62 | $1.11 | ||
| Q3 25 | $2.41 | $8.43 | ||
| Q2 25 | $2.43 | $1.01 | ||
| Q1 25 | $2.05 | $1.20 | ||
| Q4 24 | $1.60 | $0.91 | ||
| Q3 24 | $2.26 | $1.32 | ||
| Q2 24 | $2.47 | $1.13 | ||
| Q1 24 | $2.03 | $0.90 |
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 | $103.8M |
| 总债务越低越好 | — | $145.5M |
| 股东权益账面价值 | $1.1B | $1.6B |
| 总资产 | $2.3B | $2.4B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资CSWESE
| Q4 25 | $40.2M | $103.8M | ||
| Q3 25 | $31.5M | $101.3M | ||
| Q2 25 | $38.0M | $78.7M | ||
| Q1 25 | $225.8M | $57.4M | ||
| Q4 24 | $213.8M | $71.3M | ||
| Q3 24 | $273.2M | $66.0M | ||
| Q2 24 | $18.9M | $63.0M | ||
| Q1 24 | $22.2M | $59.4M |
总债务CSWESE
| Q4 25 | — | $145.5M | ||
| Q3 25 | — | $186.0M | ||
| Q2 25 | — | $525.0M | ||
| Q1 25 | $800.1M | $88.0M | ||
| Q4 24 | — | $112.0M | ||
| Q3 24 | — | $122.0M | ||
| Q2 24 | — | $173.0M | ||
| Q1 24 | $166.0M | $191.0M |
股东权益CSWESE
| Q4 25 | $1.1B | $1.6B | ||
| Q3 25 | $1.1B | $1.5B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $1.0B | $1.2B | ||
| Q2 24 | $650.2M | $1.2B | ||
| Q1 24 | $615.7M | $1.2B |
总资产CSWESE
| Q4 25 | $2.3B | $2.4B | ||
| Q3 25 | $1.5B | $2.4B | ||
| Q2 25 | $1.5B | $2.5B | ||
| Q1 25 | $1.4B | $1.8B | ||
| Q4 24 | $1.4B | $1.8B | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.1B | $1.8B | ||
| Q1 24 | $1.0B | $1.8B |
负债/权益比CSWESE
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.40× | ||
| Q1 25 | 0.75× | 0.07× | ||
| Q4 24 | — | 0.09× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | 0.27× | 0.16× |
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 | $68.9M |
| 自由现金流经营现金流 - 资本支出 | $22.7M | $63.0M |
| 自由现金流率自由现金流/营收 | 9.8% | 21.7% |
| 资本支出强度资本支出/营收 | 2.6% | 2.0% |
| 现金转化率经营现金流/净利润 | 2.81× | 2.40× |
| 过去12个月自由现金流最近4个季度 | $162.0M | $239.6M |
8季度趋势，按日历期对齐
经营现金流CSWESE
| Q4 25 | $28.9M | $68.9M | ||
| Q3 25 | $61.8M | $109.9M | ||
| Q2 25 | $60.6M | $73.7M | ||
| Q1 25 | $27.3M | $24.1M | ||
| Q4 24 | $11.6M | $34.2M | ||
| Q3 24 | $66.8M | $72.1M | ||
| Q2 24 | $62.7M | $36.2M | ||
| Q1 24 | $22.4M | $10.5M |
自由现金流CSWESE
| Q4 25 | $22.7M | $63.0M | ||
| Q3 25 | $58.7M | $97.8M | ||
| Q2 25 | $57.7M | $64.9M | ||
| Q1 25 | $22.8M | $14.0M | ||
| Q4 24 | $8.5M | $29.0M | ||
| Q3 24 | $61.3M | $60.9M | ||
| Q2 24 | $59.6M | $27.6M | ||
| Q1 24 | $17.5M | $2.0M |
自由现金流率CSWESE
| Q4 25 | 9.8% | 21.7% | ||
| Q3 25 | 21.2% | 34.1% | ||
| Q2 25 | 21.9% | 21.9% | ||
| Q1 25 | 9.9% | 5.3% | ||
| Q4 24 | 4.4% | 11.7% | ||
| Q3 24 | 26.9% | 20.4% | ||
| Q2 24 | 26.3% | 10.6% | ||
| Q1 24 | 8.3% | 0.8% |
资本支出强度CSWESE
| Q4 25 | 2.6% | 2.0% | ||
| Q3 25 | 1.1% | 4.2% | ||
| Q2 25 | 1.1% | 3.0% | ||
| Q1 25 | 2.0% | 3.8% | ||
| Q4 24 | 1.6% | 2.1% | ||
| Q3 24 | 2.4% | 3.8% | ||
| Q2 24 | 1.4% | 3.3% | ||
| Q1 24 | 2.3% | 3.4% |
现金转化率CSWESE
| Q4 25 | 2.81× | 2.40× | ||
| Q3 25 | 1.52× | 0.50× | ||
| Q2 25 | 1.48× | 2.83× | ||
| Q1 25 | 0.78× | 0.78× | ||
| Q4 24 | 0.43× | 1.46× | ||
| Q3 24 | 1.85× | 2.10× | ||
| Q2 24 | 1.62× | 1.24× | ||
| Q1 24 | 0.71× | 0.45× |
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% |
ESE
| US Government | $98.0M | 34% |
| Utility Solutions Group | $87.5M | 30% |
| RF Shielding And Test | $58.3M | 20% |
| Commercial | $45.8M | 16% |
| Related Party | $1.3M | 0% |
