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CSW INDUSTRIALS, INC.（CSW）与National Storage Affiliates Trust（NSA）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National Storage Affiliates Trust的1.2倍（$233.0M vs $187.0M），National Storage Affiliates Trust净利率更高（12.2% vs 4.4%，领先7.8%），CSW INDUSTRIALS, INC.同比增速更快（20.3% vs -1.6%），National Storage Affiliates Trust自由现金流更多（$299.8M vs $22.7M），过去两年CSW INDUSTRIALS, INC.的营收复合增速更高（5.1% vs -2.4%）
National Storage Affiliates Trust是一家总部位于美国的房地产投资信托，专注于自助仓储资产，在美国数十个州持有、运营及收购自助仓储设施，为居民和商业客户提供安全的存储服务。
CSW vs NSA — 直观对比
营收规模更大
CSW
是对方的1.2倍
$187.0M
营收增速更快
CSW
高出21.9%
-1.6%
净利率更高
NSA
高出7.8%
4.4%
自由现金流更多
NSA
多$277.1M
$22.7M
两年增速更快
CSW
近两年复合增速
-2.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $187.0M |
| 净利润 | $10.3M | $22.9M |
| 毛利率 | 39.7% | 72.5% |
| 营业利润率 | 7.4% | 20.2% |
| 净利率 | 4.4% | 12.2% |
| 营收同比 | 20.3% | -1.6% |
| 净利润同比 | -61.9% | 36.8% |
| 每股收益（稀释后） | $0.62 | $0.23 |
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CSWNSA
| Q4 25 | $233.0M | $187.0M | ||
| Q3 25 | $277.0M | $188.7M | ||
| Q2 25 | $263.6M | $188.8M | ||
| Q1 25 | $230.5M | $188.4M | ||
| Q4 24 | $193.6M | $190.1M | ||
| Q3 24 | $227.9M | $193.6M | ||
| Q2 24 | $226.2M | $190.4M | ||
| Q1 24 | $210.9M | $196.1M |
净利润CSWNSA
| Q4 25 | $10.3M | $22.9M | ||
| Q3 25 | $40.7M | $18.4M | ||
| Q2 25 | $40.9M | $19.5M | ||
| Q1 25 | $35.1M | $13.0M | ||
| Q4 24 | $26.9M | $16.7M | ||
| Q3 24 | $36.1M | $18.7M | ||
| Q2 24 | $38.6M | $17.1M | ||
| Q1 24 | $31.8M | $59.0M |
毛利率CSWNSA
| Q4 25 | 39.7% | 72.5% | ||
| Q3 25 | 43.0% | 70.7% | ||
| Q2 25 | 43.8% | 70.5% | ||
| Q1 25 | 44.2% | 70.7% | ||
| Q4 24 | 41.4% | 72.5% | ||
| Q3 24 | 45.6% | 72.8% | ||
| Q2 24 | 47.5% | 72.6% | ||
| Q1 24 | 44.4% | 72.1% |
营业利润率CSWNSA
| Q4 25 | 7.4% | 20.2% | ||
| Q3 25 | 20.5% | 15.8% | ||
| Q2 25 | 20.8% | 16.5% | ||
| Q1 25 | 19.5% | 11.0% | ||
| Q4 24 | 15.3% | 14.5% | ||
| Q3 24 | 22.6% | 15.8% | ||
| Q2 24 | 24.3% | 17.2% | ||
| Q1 24 | 21.0% | 48.9% |
净利率CSWNSA
| Q4 25 | 4.4% | 12.2% | ||
| Q3 25 | 14.7% | 9.8% | ||
| Q2 25 | 15.5% | 10.3% | ||
| Q1 25 | 15.2% | 6.9% | ||
| Q4 24 | 13.9% | 8.8% | ||
| Q3 24 | 15.8% | 9.7% | ||
| Q2 24 | 17.1% | 9.0% | ||
| Q1 24 | 15.1% | 30.1% |
每股收益（稀释后）CSWNSA
| Q4 25 | $0.62 | $0.23 | ||
| Q3 25 | $2.41 | $0.17 | ||
| Q2 25 | $2.43 | $0.19 | ||
| Q1 25 | $2.05 | $0.10 | ||
| Q4 24 | $1.60 | $0.19 | ||
| Q3 24 | $2.26 | $0.18 | ||
| Q2 24 | $2.47 | $0.16 | ||
| Q1 24 | $2.03 | $0.65 |
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 | $23.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $946.0M |
| 总资产 | $2.3B | $5.1B |
| 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CSWNSA
| Q4 25 | $40.2M | $23.3M | ||
| Q3 25 | $31.5M | $26.3M | ||
| Q2 25 | $38.0M | $26.1M | ||
| Q1 25 | $225.8M | $19.3M | ||
| Q4 24 | $213.8M | $50.4M | ||
| Q3 24 | $273.2M | $69.9M | ||
| Q2 24 | $18.9M | $59.0M | ||
| Q1 24 | $22.2M | $64.2M |
总债务CSWNSA
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
股东权益CSWNSA
| Q4 25 | $1.1B | $946.0M | ||
| Q3 25 | $1.1B | $973.1M | ||
| Q2 25 | $1.1B | $1.0B | ||
| Q1 25 | $1.1B | $1.0B | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $1.0B | $986.9M | ||
| Q2 24 | $650.2M | $1.2B | ||
| Q1 24 | $615.7M | $1.3B |
总资产CSWNSA
| Q4 25 | $2.3B | $5.1B | ||
| Q3 25 | $1.5B | $5.1B | ||
| Q2 25 | $1.5B | $5.2B | ||
| Q1 25 | $1.4B | $5.3B | ||
| Q4 24 | $1.4B | $5.4B | ||
| Q3 24 | $1.4B | $5.4B | ||
| Q2 24 | $1.1B | $5.3B | ||
| Q1 24 | $1.0B | $5.4B |
负债/权益比CSWNSA
| 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 | $338.5M |
| 自由现金流经营现金流 - 资本支出 | $22.7M | $299.8M |
| 自由现金流率自由现金流/营收 | 9.8% | 160.3% |
| 资本支出强度资本支出/营收 | 2.6% | 20.7% |
| 现金转化率经营现金流/净利润 | 2.81× | 14.79× |
| 过去12个月自由现金流最近4个季度 | $162.0M | $541.5M |
8季度趋势，按日历期对齐
经营现金流CSWNSA
| Q4 25 | $28.9M | $338.5M | ||
| Q3 25 | $61.8M | $100.2M | ||
| Q2 25 | $60.6M | $79.9M | ||
| Q1 25 | $27.3M | $85.6M | ||
| Q4 24 | $11.6M | $363.1M | ||
| Q3 24 | $66.8M | $105.7M | ||
| Q2 24 | $62.7M | $83.2M | ||
| Q1 24 | $22.4M | $94.0M |
自由现金流CSWNSA
| Q4 25 | $22.7M | $299.8M | ||
| Q3 25 | $58.7M | $88.0M | ||
| Q2 25 | $57.7M | $73.8M | ||
| Q1 25 | $22.8M | $79.9M | ||
| Q4 24 | $8.5M | $344.4M | ||
| Q3 24 | $61.3M | $101.8M | ||
| Q2 24 | $59.6M | $79.5M | ||
| Q1 24 | $17.5M | $88.6M |
自由现金流率CSWNSA
| Q4 25 | 9.8% | 160.3% | ||
| Q3 25 | 21.2% | 46.6% | ||
| Q2 25 | 21.9% | 39.1% | ||
| Q1 25 | 9.9% | 42.4% | ||
| Q4 24 | 4.4% | 181.2% | ||
| Q3 24 | 26.9% | 52.6% | ||
| Q2 24 | 26.3% | 41.7% | ||
| Q1 24 | 8.3% | 45.2% |
资本支出强度CSWNSA
| Q4 25 | 2.6% | 20.7% | ||
| Q3 25 | 1.1% | 6.5% | ||
| Q2 25 | 1.1% | 3.2% | ||
| Q1 25 | 2.0% | 3.0% | ||
| Q4 24 | 1.6% | 9.8% | ||
| Q3 24 | 2.4% | 2.0% | ||
| Q2 24 | 1.4% | 1.9% | ||
| Q1 24 | 2.3% | 2.7% |
现金转化率CSWNSA
| Q4 25 | 2.81× | 14.79× | ||
| Q3 25 | 1.52× | 5.44× | ||
| Q2 25 | 1.48× | 4.10× | ||
| Q1 25 | 0.78× | 6.59× | ||
| Q4 24 | 0.43× | 21.70× | ||
| Q3 24 | 1.85× | 5.65× | ||
| Q2 24 | 1.62× | 4.88× | ||
| Q1 24 | 0.71× | 1.59× |
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% |
NSA
暂无分部数据
