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CSW INDUSTRIALS, INC.（CSW）与IBEX Ltd（IBEX）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IBEX Ltd的1.4倍（$233.0M vs $164.2M），IBEX Ltd净利率更高（7.4% vs 4.4%，领先3.0%），CSW INDUSTRIALS, INC.同比增速更快（20.3% vs 16.7%），CSW INDUSTRIALS, INC.自由现金流更多（$22.7M vs $-5.1M），过去两年IBEX Ltd的营收复合增速更高（13.8% vs 5.1%）
IBEX 35是西班牙主要交易所马德里证券交易所的基准股票指数，该指数始创于1992年，由西班牙证券市场集团BME旗下的交易所公司负责计算与管理。它以市值加权编制，涵盖马德里证券交易所流动性最高的35只西班牙股票，每年进行两次成分股调整。
CSW vs IBEX — 直观对比
营收规模更大
CSW
是对方的1.4倍
$164.2M
营收增速更快
CSW
高出3.6%
16.7%
净利率更高
IBEX
高出3.0%
4.4%
自由现金流更多
CSW
多$27.8M
$-5.1M
两年增速更快
IBEX
近两年复合增速
5.1%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $164.2M |
| 净利润 | $10.3M | $12.2M |
| 毛利率 | 39.7% | — |
| 营业利润率 | 7.4% | 9.3% |
| 净利率 | 4.4% | 7.4% |
| 营收同比 | 20.3% | 16.7% |
| 净利润同比 | -61.9% | 31.8% |
| 每股收益（稀释后） | $0.62 | $0.83 |
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CSWIBEX
| Q4 25 | $233.0M | $164.2M | ||
| Q3 25 | $277.0M | $151.2M | ||
| Q2 25 | $263.6M | $147.1M | ||
| Q1 25 | $230.5M | $140.7M | ||
| Q4 24 | $193.6M | $140.7M | ||
| Q3 24 | $227.9M | $129.7M | ||
| Q2 24 | $226.2M | $124.5M | ||
| Q1 24 | $210.9M | $126.8M |
净利润CSWIBEX
| Q4 25 | $10.3M | $12.2M | ||
| Q3 25 | $40.7M | $12.0M | ||
| Q2 25 | $40.9M | $9.6M | ||
| Q1 25 | $35.1M | $10.5M | ||
| Q4 24 | $26.9M | $9.3M | ||
| Q3 24 | $36.1M | $7.5M | ||
| Q2 24 | $38.6M | $9.8M | ||
| Q1 24 | $31.8M | $10.3M |
毛利率CSWIBEX
| 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% | — | ||
| Q1 24 | 44.4% | — |
营业利润率CSWIBEX
| Q4 25 | 7.4% | 9.3% | ||
| Q3 25 | 20.5% | 9.1% | ||
| Q2 25 | 20.8% | 8.3% | ||
| Q1 25 | 19.5% | 9.5% | ||
| Q4 24 | 15.3% | 8.5% | ||
| Q3 24 | 22.6% | 7.0% | ||
| Q2 24 | 24.3% | 10.3% | ||
| Q1 24 | 21.0% | 8.9% |
净利率CSWIBEX
| Q4 25 | 4.4% | 7.4% | ||
| Q3 25 | 14.7% | 8.0% | ||
| Q2 25 | 15.5% | 6.5% | ||
| Q1 25 | 15.2% | 7.4% | ||
| Q4 24 | 13.9% | 6.6% | ||
| Q3 24 | 15.8% | 5.8% | ||
| Q2 24 | 17.1% | 7.9% | ||
| Q1 24 | 15.1% | 8.1% |
每股收益（稀释后）CSWIBEX
| Q4 25 | $0.62 | $0.83 | ||
| Q3 25 | $2.41 | $0.82 | ||
| Q2 25 | $2.43 | $0.63 | ||
| Q1 25 | $2.05 | $0.73 | ||
| Q4 24 | $1.60 | $0.57 | ||
| Q3 24 | $2.26 | $0.43 | ||
| Q2 24 | $2.47 | $0.55 | ||
| Q1 24 | $2.03 | $0.57 |
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 | $15.5M |
| 总债务越低越好 | — | $594.0K |
| 股东权益账面价值 | $1.1B | $154.5M |
| 总资产 | $2.3B | $295.8M |
| 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CSWIBEX
| Q4 25 | $40.2M | $15.5M | ||
| Q3 25 | $31.5M | $22.7M | ||
| Q2 25 | $38.0M | $15.3M | ||
| Q1 25 | $225.8M | $13.0M | ||
| Q4 24 | $213.8M | $20.2M | ||
| Q3 24 | $273.2M | $62.3M | ||
| Q2 24 | $18.9M | $62.7M | ||
| Q1 24 | $22.2M | $50.7M |
总债务CSWIBEX
| Q4 25 | — | $594.0K | ||
| Q3 25 | — | $726.0K | ||
| Q2 25 | — | $796.0K | ||
| Q1 25 | $800.1M | $735.0K | ||
| Q4 24 | — | $695.0K | ||
| Q3 24 | — | $802.0K | ||
| Q2 24 | — | $867.0K | ||
| Q1 24 | $166.0M | $820.0K |
股东权益CSWIBEX
| Q4 25 | $1.1B | $154.5M | ||
| Q3 25 | $1.1B | $143.6M | ||
| Q2 25 | $1.1B | $134.3M | ||
| Q1 25 | $1.1B | $124.2M | ||
| Q4 24 | $1.0B | $108.9M | ||
| Q3 24 | $1.0B | $171.1M | ||
| Q2 24 | $650.2M | $165.8M | ||
| Q1 24 | $615.7M | $159.3M |
总资产CSWIBEX
| Q4 25 | $2.3B | $295.8M | ||
| Q3 25 | $1.5B | $283.9M | ||
| Q2 25 | $1.5B | $273.2M | ||
| Q1 25 | $1.4B | $274.7M | ||
| Q4 24 | $1.4B | $272.5M | ||
| Q3 24 | $1.4B | $306.3M | ||
| Q2 24 | $1.1B | $293.9M | ||
| Q1 24 | $1.0B | $289.6M |
负债/权益比CSWIBEX
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.01× | ||
| Q2 25 | — | 0.01× | ||
| Q1 25 | 0.75× | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.01× | ||
| Q1 24 | 0.27× | 0.01× |
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 | $6.6M |
| 自由现金流经营现金流 - 资本支出 | $22.7M | $-5.1M |
| 自由现金流率自由现金流/营收 | 9.8% | -3.1% |
| 资本支出强度资本支出/营收 | 2.6% | 7.1% |
| 现金转化率经营现金流/净利润 | 2.81× | 0.54× |
| 过去12个月自由现金流最近4个季度 | $162.0M | $29.3M |
8季度趋势，按日历期对齐
经营现金流CSWIBEX
| Q4 25 | $28.9M | $6.6M | ||
| Q3 25 | $61.8M | $15.7M | ||
| Q2 25 | $60.6M | $27.9M | ||
| Q1 25 | $27.3M | $8.8M | ||
| Q4 24 | $11.6M | $1.1M | ||
| Q3 24 | $66.8M | $7.8M | ||
| Q2 24 | $62.7M | $17.4M | ||
| Q1 24 | $22.4M | $11.4M |
自由现金流CSWIBEX
| Q4 25 | $22.7M | $-5.1M | ||
| Q3 25 | $58.7M | $8.0M | ||
| Q2 25 | $57.7M | $22.8M | ||
| Q1 25 | $22.8M | $3.6M | ||
| Q4 24 | $8.5M | $-3.2M | ||
| Q3 24 | $61.3M | $4.1M | ||
| Q2 24 | $59.6M | $15.2M | ||
| Q1 24 | $17.5M | $9.7M |
自由现金流率CSWIBEX
| Q4 25 | 9.8% | -3.1% | ||
| Q3 25 | 21.2% | 5.3% | ||
| Q2 25 | 21.9% | 15.5% | ||
| Q1 25 | 9.9% | 2.5% | ||
| Q4 24 | 4.4% | -2.3% | ||
| Q3 24 | 26.9% | 3.2% | ||
| Q2 24 | 26.3% | 12.2% | ||
| Q1 24 | 8.3% | 7.7% |
资本支出强度CSWIBEX
| Q4 25 | 2.6% | 7.1% | ||
| Q3 25 | 1.1% | 5.1% | ||
| Q2 25 | 1.1% | 3.5% | ||
| Q1 25 | 2.0% | 3.7% | ||
| Q4 24 | 1.6% | 3.1% | ||
| Q3 24 | 2.4% | 2.8% | ||
| Q2 24 | 1.4% | 1.8% | ||
| Q1 24 | 2.3% | 1.3% |
现金转化率CSWIBEX
| Q4 25 | 2.81× | 0.54× | ||
| Q3 25 | 1.52× | 1.30× | ||
| Q2 25 | 1.48× | 2.91× | ||
| Q1 25 | 0.78× | 0.84× | ||
| Q4 24 | 0.43× | 0.12× | ||
| Q3 24 | 1.85× | 1.03× | ||
| Q2 24 | 1.62× | 1.77× | ||
| Q1 24 | 0.71× | 1.11× |
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% |
IBEX
| Transferred Over Time | $147.1M | 90% |
| Transferred At Point In Time | $17.1M | 10% |
