vs
CSW INDUSTRIALS, INC.(CSW)与FIRST HAWAIIAN, INC.(FHB)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FIRST HAWAIIAN, INC.的1.1倍($233.0M vs $220.3M),FIRST HAWAIIAN, INC.净利率更高(30.8% vs 4.4%,领先26.4%),过去两年CSW INDUSTRIALS, INC.的营收复合增速更高(5.1% vs 3.8%)
第一夏威夷公司是总部位于夏威夷檀香山的银行控股企业,核心子公司第一夏威夷银行成立于1858年,是夏威夷历史最悠久、规模最大的金融机构,总部设在檀香山第一夏威夷中心。该行在夏威夷设有57家分支机构,关岛有3家,塞班岛有1家,为个人及商业客户提供存款、贷款、财富管理、保险、私人银行等多元金融服务。
CSW vs FHB — 直观对比
营收规模更大
CSW
是对方的1.1倍
$220.3M
净利率更高
FHB
高出26.4%
4.4%
两年增速更快
CSW
近两年复合增速
3.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $233.0M | $220.3M |
| 净利润 | $10.3M | $67.8M |
| 毛利率 | 39.7% | — |
| 营业利润率 | 7.4% | — |
| 净利率 | 4.4% | 30.8% |
| 营收同比 | 20.3% | — |
| 净利润同比 | -61.9% | 14.4% |
| 每股收益(稀释后) | $0.62 | $0.55 |
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
CSW
FHB
| Q1 26 | — | $220.3M | ||
| Q4 25 | $233.0M | $225.9M | ||
| Q3 25 | $277.0M | $226.4M | ||
| Q2 25 | $263.6M | $217.5M | ||
| Q1 25 | $230.5M | $211.0M | ||
| Q4 24 | $193.6M | $188.1M | ||
| Q3 24 | $227.9M | $210.0M | ||
| Q2 24 | $226.2M | $204.6M |
净利润
CSW
FHB
| Q1 26 | — | $67.8M | ||
| Q4 25 | $10.3M | $69.9M | ||
| Q3 25 | $40.7M | $73.8M | ||
| Q2 25 | $40.9M | $73.2M | ||
| Q1 25 | $35.1M | $59.2M | ||
| Q4 24 | $26.9M | $52.5M | ||
| Q3 24 | $36.1M | $61.5M | ||
| Q2 24 | $38.6M | $61.9M |
毛利率
CSW
FHB
| 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
CSW
FHB
| Q1 26 | — | — | ||
| Q4 25 | 7.4% | 41.2% | ||
| Q3 25 | 20.5% | 42.5% | ||
| Q2 25 | 20.8% | 40.5% | ||
| Q1 25 | 19.5% | 36.5% | ||
| Q4 24 | 15.3% | 34.4% | ||
| Q3 24 | 22.6% | 36.4% | ||
| Q2 24 | 24.3% | 39.5% |
净利率
CSW
FHB
| Q1 26 | — | 30.8% | ||
| Q4 25 | 4.4% | 31.0% | ||
| Q3 25 | 14.7% | 32.6% | ||
| Q2 25 | 15.5% | 33.7% | ||
| Q1 25 | 15.2% | 28.1% | ||
| Q4 24 | 13.9% | 27.9% | ||
| Q3 24 | 15.8% | 29.3% | ||
| Q2 24 | 17.1% | 30.3% |
每股收益(稀释后)
CSW
FHB
| Q1 26 | — | $0.55 | ||
| Q4 25 | $0.62 | $0.56 | ||
| Q3 25 | $2.41 | $0.59 | ||
| Q2 25 | $2.43 | $0.58 | ||
| Q1 25 | $2.05 | $0.47 | ||
| Q4 24 | $1.60 | $0.41 | ||
| Q3 24 | $2.26 | $0.48 | ||
| Q2 24 | $2.47 | $0.48 |
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 | — | $0 |
| 股东权益账面价值 | $1.1B | $2.8B |
| 总资产 | $2.3B | $24.3B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势,按日历期对齐
现金及短期投资
CSW
FHB
| 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
CSW
FHB
| Q1 26 | — | $0 | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
CSW
FHB
| Q1 26 | — | $2.8B | ||
| Q4 25 | $1.1B | $2.8B | ||
| Q3 25 | $1.1B | $2.7B | ||
| Q2 25 | $1.1B | $2.7B | ||
| Q1 25 | $1.1B | $2.6B | ||
| Q4 24 | $1.0B | $2.6B | ||
| Q3 24 | $1.0B | $2.6B | ||
| Q2 24 | $650.2M | $2.6B |
总资产
CSW
FHB
| Q1 26 | — | $24.3B | ||
| Q4 25 | $2.3B | $24.0B | ||
| Q3 25 | $1.5B | $24.1B | ||
| Q2 25 | $1.5B | $23.8B | ||
| Q1 25 | $1.4B | $23.7B | ||
| Q4 24 | $1.4B | $23.8B | ||
| Q3 24 | $1.4B | $23.8B | ||
| Q2 24 | $1.1B | $24.0B |
负债/权益比
CSW
FHB
| Q1 26 | — | 0.00× | ||
| 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
CSW
FHB
| Q1 26 | — | — | ||
| Q4 25 | $28.9M | $335.1M | ||
| Q3 25 | $61.8M | $57.1M | ||
| Q2 25 | $60.6M | $136.4M | ||
| Q1 25 | $27.3M | $36.7M | ||
| Q4 24 | $11.6M | $317.5M | ||
| Q3 24 | $66.8M | $58.9M | ||
| Q2 24 | $62.7M | $78.2M |
自由现金流
CSW
FHB
| Q1 26 | — | — | ||
| Q4 25 | $22.7M | $303.3M | ||
| Q3 25 | $58.7M | $49.5M | ||
| Q2 25 | $57.7M | $125.2M | ||
| Q1 25 | $22.8M | $28.6M | ||
| Q4 24 | $8.5M | $288.7M | ||
| Q3 24 | $61.3M | $52.3M | ||
| Q2 24 | $59.6M | $72.2M |
自由现金流率
CSW
FHB
| Q1 26 | — | — | ||
| Q4 25 | 9.8% | 134.3% | ||
| Q3 25 | 21.2% | 21.9% | ||
| Q2 25 | 21.9% | 57.5% | ||
| Q1 25 | 9.9% | 13.6% | ||
| Q4 24 | 4.4% | 153.5% | ||
| Q3 24 | 26.9% | 24.9% | ||
| Q2 24 | 26.3% | 35.3% |
资本支出强度
CSW
FHB
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 14.1% | ||
| Q3 25 | 1.1% | 3.3% | ||
| Q2 25 | 1.1% | 5.2% | ||
| Q1 25 | 2.0% | 3.8% | ||
| Q4 24 | 1.6% | 15.3% | ||
| Q3 24 | 2.4% | 3.1% | ||
| Q2 24 | 1.4% | 2.9% |
现金转化率
CSW
FHB
| Q1 26 | — | — | ||
| Q4 25 | 2.81× | 4.79× | ||
| Q3 25 | 1.52× | 0.77× | ||
| Q2 25 | 1.48× | 1.86× | ||
| Q1 25 | 0.78× | 0.62× | ||
| Q4 24 | 0.43× | 6.05× | ||
| Q3 24 | 1.85× | 0.96× | ||
| Q2 24 | 1.62× | 1.26× |
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% |
FHB
| Net Interest Income | $167.5M | 76% |
| Noninterest Income | $52.8M | 24% |