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CSW INDUSTRIALS, INC.（CSW）与JFrog Ltd（FROG）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JFrog Ltd的1.6倍（$233.0M vs $145.3M），CSW INDUSTRIALS, INC.净利率更高（4.4% vs -10.5%，领先14.9%），JFrog Ltd同比增速更快（25.2% vs 20.3%），JFrog Ltd自由现金流更多（$49.9M vs $22.7M），过去两年JFrog Ltd的营收复合增速更高（20.4% vs 5.1%）
JFrog Ltd是全球知名的DevOps技术服务商，面向科技、金融、零售、制造等多个行业客户，提供全链路软件发布、制品管理与安全解决方案，助力企业简化云、本地及混合部署环境下的应用开发与交付流程。
CSW vs FROG — 直观对比
营收规模更大
CSW
是对方的1.6倍
$145.3M
营收增速更快
FROG
高出4.9%
20.3%
净利率更高
CSW
高出14.9%
-10.5%
自由现金流更多
FROG
多$27.1M
$22.7M
两年增速更快
FROG
近两年复合增速
5.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $145.3M |
| 净利润 | $10.3M | $-15.2M |
| 毛利率 | 39.7% | 77.9% |
| 营业利润率 | 7.4% | -14.7% |
| 净利率 | 4.4% | -10.5% |
| 营收同比 | 20.3% | 25.2% |
| 净利润同比 | -61.9% | 34.4% |
| 每股收益（稀释后） | $0.62 | $-0.13 |
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CSWFROG
| Q4 25 | $233.0M | $145.3M | ||
| Q3 25 | $277.0M | $136.9M | ||
| Q2 25 | $263.6M | $127.2M | ||
| Q1 25 | $230.5M | $122.4M | ||
| Q4 24 | $193.6M | $116.1M | ||
| Q3 24 | $227.9M | $109.1M | ||
| Q2 24 | $226.2M | $103.0M | ||
| Q1 24 | $210.9M | $100.3M |
净利润CSWFROG
| Q4 25 | $10.3M | $-15.2M | ||
| Q3 25 | $40.7M | $-16.4M | ||
| Q2 25 | $40.9M | $-21.7M | ||
| Q1 25 | $35.1M | $-18.5M | ||
| Q4 24 | $26.9M | $-23.2M | ||
| Q3 24 | $36.1M | $-22.9M | ||
| Q2 24 | $38.6M | $-14.3M | ||
| Q1 24 | $31.8M | $-8.8M |
毛利率CSWFROG
| Q4 25 | 39.7% | 77.9% | ||
| Q3 25 | 43.0% | 77.4% | ||
| Q2 25 | 43.8% | 76.3% | ||
| Q1 25 | 44.2% | 75.3% | ||
| Q4 24 | 41.4% | 75.4% | ||
| Q3 24 | 45.6% | 75.0% | ||
| Q2 24 | 47.5% | 78.8% | ||
| Q1 24 | 44.4% | 79.5% |
营业利润率CSWFROG
| Q4 25 | 7.4% | -14.7% | ||
| Q3 25 | 20.5% | -15.8% | ||
| Q2 25 | 20.8% | -20.4% | ||
| Q1 25 | 19.5% | -18.8% | ||
| Q4 24 | 15.3% | -21.9% | ||
| Q3 24 | 22.6% | -27.4% | ||
| Q2 24 | 24.3% | -18.6% | ||
| Q1 24 | 21.0% | -16.6% |
净利率CSWFROG
| Q4 25 | 4.4% | -10.5% | ||
| Q3 25 | 14.7% | -12.0% | ||
| Q2 25 | 15.5% | -17.0% | ||
| Q1 25 | 15.2% | -15.1% | ||
| Q4 24 | 13.9% | -20.0% | ||
| Q3 24 | 15.8% | -21.0% | ||
| Q2 24 | 17.1% | -13.9% | ||
| Q1 24 | 15.1% | -8.8% |
每股收益（稀释后）CSWFROG
| Q4 25 | $0.62 | $-0.13 | ||
| Q3 25 | $2.41 | $-0.14 | ||
| Q2 25 | $2.43 | $-0.19 | ||
| Q1 25 | $2.05 | $-0.16 | ||
| Q4 24 | $1.60 | $-0.21 | ||
| Q3 24 | $2.26 | $-0.21 | ||
| Q2 24 | $2.47 | $-0.13 | ||
| Q1 24 | $2.03 | $-0.08 |
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 | $704.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $887.4M |
| 总资产 | $2.3B | $1.3B |
| 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CSWFROG
| Q4 25 | $40.2M | $704.4M | ||
| Q3 25 | $31.5M | $651.1M | ||
| Q2 25 | $38.0M | $611.7M | ||
| Q1 25 | $225.8M | $563.5M | ||
| Q4 24 | $213.8M | $522.0M | ||
| Q3 24 | $273.2M | $467.8M | ||
| Q2 24 | $18.9M | $591.3M | ||
| Q1 24 | $22.2M | $579.6M |
总债务CSWFROG
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
股东权益CSWFROG
| Q4 25 | $1.1B | $887.4M | ||
| Q3 25 | $1.1B | $859.4M | ||
| Q2 25 | $1.1B | $826.5M | ||
| Q1 25 | $1.1B | $800.0M | ||
| Q4 24 | $1.0B | $773.5M | ||
| Q3 24 | $1.0B | $756.2M | ||
| Q2 24 | $650.2M | $721.4M | ||
| Q1 24 | $615.7M | $707.8M |
总资产CSWFROG
| Q4 25 | $2.3B | $1.3B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $1.2B | ||
| Q4 24 | $1.4B | $1.1B | ||
| Q3 24 | $1.4B | $1.1B | ||
| Q2 24 | $1.1B | $1.0B | ||
| Q1 24 | $1.0B | $997.1M |
负债/权益比CSWFROG
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.27× | — |
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 | $50.7M |
| 自由现金流经营现金流 - 资本支出 | $22.7M | $49.9M |
| 自由现金流率自由现金流/营收 | 9.8% | 34.3% |
| 资本支出强度资本支出/营收 | 2.6% | 0.6% |
| 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 | $142.3M |
8季度趋势，按日历期对齐
经营现金流CSWFROG
| Q4 25 | $28.9M | $50.7M | ||
| Q3 25 | $61.8M | $30.2M | ||
| Q2 25 | $60.6M | $36.1M | ||
| Q1 25 | $27.3M | $28.8M | ||
| Q4 24 | $11.6M | $49.1M | ||
| Q3 24 | $66.8M | $27.6M | ||
| Q2 24 | $62.7M | $16.7M | ||
| Q1 24 | $22.4M | $17.5M |
自由现金流CSWFROG
| Q4 25 | $22.7M | $49.9M | ||
| Q3 25 | $58.7M | $28.8M | ||
| Q2 25 | $57.7M | $35.5M | ||
| Q1 25 | $22.8M | $28.1M | ||
| Q4 24 | $8.5M | $48.5M | ||
| Q3 24 | $61.3M | $26.7M | ||
| Q2 24 | $59.6M | $16.0M | ||
| Q1 24 | $17.5M | $16.6M |
自由现金流率CSWFROG
| Q4 25 | 9.8% | 34.3% | ||
| Q3 25 | 21.2% | 21.0% | ||
| Q2 25 | 21.9% | 27.9% | ||
| Q1 25 | 9.9% | 23.0% | ||
| Q4 24 | 4.4% | 41.8% | ||
| Q3 24 | 26.9% | 24.5% | ||
| Q2 24 | 26.3% | 15.5% | ||
| Q1 24 | 8.3% | 16.6% |
资本支出强度CSWFROG
| Q4 25 | 2.6% | 0.6% | ||
| Q3 25 | 1.1% | 1.0% | ||
| Q2 25 | 1.1% | 0.5% | ||
| Q1 25 | 2.0% | 0.5% | ||
| Q4 24 | 1.6% | 0.5% | ||
| Q3 24 | 2.4% | 0.9% | ||
| Q2 24 | 1.4% | 0.7% | ||
| Q1 24 | 2.3% | 0.8% |
现金转化率CSWFROG
| 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× | — | ||
| 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% |
FROG
暂无分部数据
