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CSW INDUSTRIALS, INC.(CSW)与JBG SMITH Properties(JBGS)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JBG SMITH Properties的1.8倍($233.0M vs $127.6M),CSW INDUSTRIALS, INC.净利率更高(4.4% vs -35.7%,领先40.1%),CSW INDUSTRIALS, INC.同比增速更快(20.3% vs -2.5%),过去两年CSW INDUSTRIALS, INC.的营收复合增速更高(5.1% vs -6.3%)
JBG SMITH Properties是一家总部位于马里兰州贝塞斯达的上市房地产投资信托公司,专注于持有并运营房地产资产,是美国商业地产领域的专业运营机构,面向市场提供多元化的不动产投资与管理服务。
CSW vs JBGS — 直观对比
营收规模更大
CSW
是对方的1.8倍
$127.6M
营收增速更快
CSW
高出22.8%
-2.5%
净利率更高
CSW
高出40.1%
-35.7%
两年增速更快
CSW
近两年复合增速
-6.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $233.0M | $127.6M |
| 净利润 | $10.3M | $-45.5M |
| 毛利率 | 39.7% | — |
| 营业利润率 | 7.4% | -47.5% |
| 净利率 | 4.4% | -35.7% |
| 营收同比 | 20.3% | -2.5% |
| 净利润同比 | -61.9% | 24.0% |
| 每股收益(稀释后) | $0.62 | $-0.76 |
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
JBGS
| Q4 25 | $233.0M | $127.6M | ||
| Q3 25 | $277.0M | $123.9M | ||
| Q2 25 | $263.6M | $126.5M | ||
| Q1 25 | $230.5M | $120.7M | ||
| Q4 24 | $193.6M | $130.8M | ||
| Q3 24 | $227.9M | $136.0M | ||
| Q2 24 | $226.2M | $135.3M | ||
| Q1 24 | $210.9M | $145.2M |
净利润
CSW
JBGS
| Q4 25 | $10.3M | $-45.5M | ||
| Q3 25 | $40.7M | $-28.6M | ||
| Q2 25 | $40.9M | $-19.2M | ||
| Q1 25 | $35.1M | $-45.7M | ||
| Q4 24 | $26.9M | $-59.9M | ||
| Q3 24 | $36.1M | $-27.0M | ||
| Q2 24 | $38.6M | $-24.4M | ||
| Q1 24 | $31.8M | $-32.3M |
毛利率
CSW
JBGS
| 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
CSW
JBGS
| Q4 25 | 7.4% | -47.5% | ||
| Q3 25 | 20.5% | -27.5% | ||
| Q2 25 | 20.8% | -18.4% | ||
| Q1 25 | 19.5% | -44.7% | ||
| Q4 24 | 15.3% | -53.6% | ||
| Q3 24 | 22.6% | -22.4% | ||
| Q2 24 | 24.3% | -24.3% | ||
| Q1 24 | 21.0% | -30.1% |
净利率
CSW
JBGS
| Q4 25 | 4.4% | -35.7% | ||
| Q3 25 | 14.7% | -23.1% | ||
| Q2 25 | 15.5% | -15.2% | ||
| Q1 25 | 15.2% | -37.9% | ||
| Q4 24 | 13.9% | -45.8% | ||
| Q3 24 | 15.8% | -19.8% | ||
| Q2 24 | 17.1% | -18.0% | ||
| Q1 24 | 15.1% | -22.2% |
每股收益(稀释后)
CSW
JBGS
| Q4 25 | $0.62 | $-0.76 | ||
| Q3 25 | $2.41 | $-0.48 | ||
| Q2 25 | $2.43 | $-0.29 | ||
| Q1 25 | $2.05 | $-0.56 | ||
| Q4 24 | $1.60 | $-0.70 | ||
| Q3 24 | $2.26 | $-0.32 | ||
| Q2 24 | $2.47 | $-0.27 | ||
| Q1 24 | $2.03 | $-0.36 |
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 | $75.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $1.2B |
| 总资产 | $2.3B | $4.4B |
| 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
CSW
JBGS
| Q4 25 | $40.2M | $75.3M | ||
| Q3 25 | $31.5M | $64.4M | ||
| Q2 25 | $38.0M | $61.4M | ||
| Q1 25 | $225.8M | $81.3M | ||
| Q4 24 | $213.8M | $145.8M | ||
| Q3 24 | $273.2M | $137.0M | ||
| Q2 24 | $18.9M | $163.5M | ||
| Q1 24 | $22.2M | $220.5M |
总债务
CSW
JBGS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
股东权益
CSW
JBGS
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | $1.0B | $1.8B | ||
| Q3 24 | $1.0B | $1.9B | ||
| Q2 24 | $650.2M | $2.0B | ||
| Q1 24 | $615.7M | $2.1B |
总资产
CSW
JBGS
| Q4 25 | $2.3B | $4.4B | ||
| Q3 25 | $1.5B | $4.4B | ||
| Q2 25 | $1.5B | $4.5B | ||
| Q1 25 | $1.4B | $4.7B | ||
| Q4 24 | $1.4B | $5.0B | ||
| Q3 24 | $1.4B | $5.2B | ||
| Q2 24 | $1.1B | $5.3B | ||
| Q1 24 | $1.0B | $5.4B |
负债/权益比
CSW
JBGS
| 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 | $73.3M |
| 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
JBGS
| Q4 25 | $28.9M | $73.3M | ||
| Q3 25 | $61.8M | $8.9M | ||
| Q2 25 | $60.6M | $18.8M | ||
| Q1 25 | $27.3M | $12.9M | ||
| Q4 24 | $11.6M | $129.4M | ||
| Q3 24 | $66.8M | $26.4M | ||
| Q2 24 | $62.7M | $23.8M | ||
| Q1 24 | $22.4M | $37.0M |
自由现金流
CSW
JBGS
| Q4 25 | $22.7M | — | ||
| Q3 25 | $58.7M | — | ||
| Q2 25 | $57.7M | — | ||
| Q1 25 | $22.8M | — | ||
| Q4 24 | $8.5M | — | ||
| Q3 24 | $61.3M | — | ||
| Q2 24 | $59.6M | — | ||
| Q1 24 | $17.5M | — |
自由现金流率
CSW
JBGS
| Q4 25 | 9.8% | — | ||
| Q3 25 | 21.2% | — | ||
| Q2 25 | 21.9% | — | ||
| Q1 25 | 9.9% | — | ||
| Q4 24 | 4.4% | — | ||
| Q3 24 | 26.9% | — | ||
| Q2 24 | 26.3% | — | ||
| Q1 24 | 8.3% | — |
资本支出强度
CSW
JBGS
| Q4 25 | 2.6% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 1.6% | — | ||
| Q3 24 | 2.4% | — | ||
| Q2 24 | 1.4% | — | ||
| Q1 24 | 2.3% | — |
现金转化率
CSW
JBGS
| 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% |
JBGS
暂无分部数据