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CSW INDUSTRIALS, INC.（CSW）与Limbach Holdings, Inc.（LMB）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Limbach Holdings, Inc.的1.7倍（$233.0M vs $138.9M），CSW INDUSTRIALS, INC.净利率更高（4.4% vs 3.2%，领先1.2%），CSW INDUSTRIALS, INC.同比增速更快（20.3% vs 4.3%），过去两年Limbach Holdings, Inc.的营收复合增速更高（6.6% vs 5.1%）
林巴赫航空发动机是一家由中资控股、总部位于德国的企业，主营航空发动机的研发与制造业务，在航空动力装备领域拥有成熟的生产技术与行业经验。
CSW vs LMB — 直观对比
营收规模更大
CSW
是对方的1.7倍
$138.9M
营收增速更快
CSW
高出16.0%
4.3%
净利率更高
CSW
高出1.2%
3.2%
两年增速更快
LMB
近两年复合增速
5.1%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $138.9M |
| 净利润 | $10.3M | $4.4M |
| 毛利率 | 39.7% | 22.4% |
| 营业利润率 | 7.4% | 0.8% |
| 净利率 | 4.4% | 3.2% |
| 营收同比 | 20.3% | 4.3% |
| 净利润同比 | -61.9% | — |
| 每股收益（稀释后） | $0.62 | $0.36 |
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CSWLMB
| Q1 26 | — | $138.9M | ||
| Q4 25 | $233.0M | $186.9M | ||
| Q3 25 | $277.0M | $184.6M | ||
| Q2 25 | $263.6M | $142.2M | ||
| Q1 25 | $230.5M | $133.1M | ||
| Q4 24 | $193.6M | $143.7M | ||
| Q3 24 | $227.9M | $133.9M | ||
| Q2 24 | $226.2M | $122.2M |
净利润CSWLMB
| Q1 26 | — | $4.4M | ||
| Q4 25 | $10.3M | $12.3M | ||
| Q3 25 | $40.7M | $8.8M | ||
| Q2 25 | $40.9M | $7.8M | ||
| Q1 25 | $35.1M | $10.2M | ||
| Q4 24 | $26.9M | $9.8M | ||
| Q3 24 | $36.1M | $7.5M | ||
| Q2 24 | $38.6M | $6.0M |
毛利率CSWLMB
| Q1 26 | — | 22.4% | ||
| Q4 25 | 39.7% | 25.7% | ||
| Q3 25 | 43.0% | 24.2% | ||
| Q2 25 | 43.8% | 28.0% | ||
| Q1 25 | 44.2% | 27.6% | ||
| Q4 24 | 41.4% | 30.3% | ||
| Q3 24 | 45.6% | 27.0% | ||
| Q2 24 | 47.5% | 27.4% |
营业利润率CSWLMB
| Q1 26 | — | 0.8% | ||
| Q4 25 | 7.4% | 9.4% | ||
| Q3 25 | 20.5% | 7.2% | ||
| Q2 25 | 20.8% | 7.5% | ||
| Q1 25 | 19.5% | 5.9% | ||
| Q4 24 | 15.3% | 9.1% | ||
| Q3 24 | 22.6% | 8.1% | ||
| Q2 24 | 24.3% | 6.7% |
净利率CSWLMB
| Q1 26 | — | 3.2% | ||
| Q4 25 | 4.4% | 6.6% | ||
| Q3 25 | 14.7% | 4.8% | ||
| Q2 25 | 15.5% | 5.5% | ||
| Q1 25 | 15.2% | 7.7% | ||
| Q4 24 | 13.9% | 6.9% | ||
| Q3 24 | 15.8% | 5.6% | ||
| Q2 24 | 17.1% | 4.9% |
每股收益（稀释后）CSWLMB
| Q1 26 | — | $0.36 | ||
| Q4 25 | $0.62 | $1.01 | ||
| Q3 25 | $2.41 | $0.73 | ||
| Q2 25 | $2.43 | $0.64 | ||
| Q1 25 | $2.05 | $0.85 | ||
| Q4 24 | $1.60 | $0.81 | ||
| Q3 24 | $2.26 | $0.62 | ||
| Q2 24 | $2.47 | $0.50 |
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 | $15.8M |
| 总债务越低越好 | — | $56.6M |
| 股东权益账面价值 | $1.1B | $196.3M |
| 总资产 | $2.3B | $377.0M |
| 负债/权益比越低杠杆越低 | — | 0.29× |
8季度趋势，按日历期对齐
现金及短期投资CSWLMB
| Q1 26 | — | $15.8M | ||
| Q4 25 | $40.2M | $11.3M | ||
| Q3 25 | $31.5M | $9.8M | ||
| Q2 25 | $38.0M | $38.9M | ||
| Q1 25 | $225.8M | $38.1M | ||
| Q4 24 | $213.8M | $44.9M | ||
| Q3 24 | $273.2M | $51.2M | ||
| Q2 24 | $18.9M | $59.5M |
总债务CSWLMB
| Q1 26 | — | $56.6M | ||
| Q4 25 | — | $30.5M | ||
| Q3 25 | — | $56.3M | ||
| Q2 25 | — | $28.4M | ||
| Q1 25 | $800.1M | $23.7M | ||
| Q4 24 | — | $23.6M | ||
| Q3 24 | — | $20.5M | ||
| Q2 24 | — | $19.7M |
股东权益CSWLMB
| Q1 26 | — | $196.3M | ||
| Q4 25 | $1.1B | $195.7M | ||
| Q3 25 | $1.1B | $181.6M | ||
| Q2 25 | $1.1B | $170.5M | ||
| Q1 25 | $1.1B | $161.1M | ||
| Q4 24 | $1.0B | $153.5M | ||
| Q3 24 | $1.0B | $142.2M | ||
| Q2 24 | $650.2M | $133.0M |
总资产CSWLMB
| Q1 26 | — | $377.0M | ||
| Q4 25 | $2.3B | $381.1M | ||
| Q3 25 | $1.5B | $409.1M | ||
| Q2 25 | $1.5B | $343.0M | ||
| Q1 25 | $1.4B | $336.4M | ||
| Q4 24 | $1.4B | $352.1M | ||
| Q3 24 | $1.4B | $324.4M | ||
| Q2 24 | $1.1B | $303.9M |
负债/权益比CSWLMB
| Q1 26 | — | 0.29× | ||
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | 0.75× | 0.15× | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× |
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CSWLMB
| Q1 26 | — | — | ||
| Q4 25 | $28.9M | $28.1M | ||
| Q3 25 | $61.8M | $13.3M | ||
| Q2 25 | $60.6M | $2.0M | ||
| Q1 25 | $27.3M | $2.2M | ||
| Q4 24 | $11.6M | $19.3M | ||
| Q3 24 | $66.8M | $4.9M | ||
| Q2 24 | $62.7M | $16.5M |
自由现金流CSWLMB
| Q1 26 | — | — | ||
| Q4 25 | $22.7M | $27.9M | ||
| Q3 25 | $58.7M | $12.8M | ||
| Q2 25 | $57.7M | $1.2M | ||
| Q1 25 | $22.8M | $11.0K | ||
| Q4 24 | $8.5M | $18.0M | ||
| Q3 24 | $61.3M | $4.6M | ||
| Q2 24 | $59.6M | $13.2M |
自由现金流率CSWLMB
| Q1 26 | — | — | ||
| Q4 25 | 9.8% | 14.9% | ||
| Q3 25 | 21.2% | 7.0% | ||
| Q2 25 | 21.9% | 0.8% | ||
| Q1 25 | 9.9% | 0.0% | ||
| Q4 24 | 4.4% | 12.5% | ||
| Q3 24 | 26.9% | 3.4% | ||
| Q2 24 | 26.3% | 10.8% |
资本支出强度CSWLMB
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 0.1% | ||
| Q3 25 | 1.1% | 0.3% | ||
| Q2 25 | 1.1% | 0.6% | ||
| Q1 25 | 2.0% | 1.7% | ||
| Q4 24 | 1.6% | 0.9% | ||
| Q3 24 | 2.4% | 0.3% | ||
| Q2 24 | 1.4% | 2.7% |
现金转化率CSWLMB
| Q1 26 | — | — | ||
| Q4 25 | 2.81× | 2.29× | ||
| Q3 25 | 1.52× | 1.52× | ||
| Q2 25 | 1.48× | 0.26× | ||
| Q1 25 | 0.78× | 0.22× | ||
| Q4 24 | 0.43× | 1.96× | ||
| Q3 24 | 1.85× | 0.66× | ||
| Q2 24 | 1.62× | 2.77× |
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% |
LMB
| ODR | $99.8M | 72% |
| GCR | $39.0M | 28% |
