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CSW INDUSTRIALS, INC.（CSW）与UiPath, Inc.（PATH）财务数据对比。点击上方公司名可切换其他公司
UiPath, Inc.的季度营收约是CSW INDUSTRIALS, INC.的1.8倍（$411.1M vs $233.0M），UiPath, Inc.净利率更高（48.4% vs 4.4%，领先44.0%），CSW INDUSTRIALS, INC.同比增速更快（20.3% vs 15.9%），UiPath, Inc.自由现金流更多（$25.1M vs $22.7M），过去两年CSW INDUSTRIALS, INC.的营收复合增速更高（5.1% vs 0.7%）
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
CSW vs PATH — 直观对比
营收规模更大
PATH
是对方的1.8倍
$233.0M
营收增速更快
CSW
高出4.4%
15.9%
净利率更高
PATH
高出44.0%
4.4%
自由现金流更多
PATH
多$2.4M
$22.7M
两年增速更快
CSW
近两年复合增速
0.7%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $411.1M |
| 净利润 | $10.3M | $198.8M |
| 毛利率 | 39.7% | 83.3% |
| 营业利润率 | 7.4% | 3.2% |
| 净利率 | 4.4% | 48.4% |
| 营收同比 | 20.3% | 15.9% |
| 净利润同比 | -61.9% | 1966.2% |
| 每股收益（稀释后） | $0.62 | $0.37 |
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CSWPATH
| Q4 25 | $233.0M | $411.1M | ||
| Q3 25 | $277.0M | $361.7M | ||
| Q2 25 | $263.6M | $356.6M | ||
| Q1 25 | $230.5M | $423.6M | ||
| Q4 24 | $193.6M | $354.7M | ||
| Q3 24 | $227.9M | $316.3M | ||
| Q2 24 | $226.2M | $335.1M | ||
| Q1 24 | $210.9M | $405.3M |
净利润CSWPATH
| Q4 25 | $10.3M | $198.8M | ||
| Q3 25 | $40.7M | $1.6M | ||
| Q2 25 | $40.9M | $-22.6M | ||
| Q1 25 | $35.1M | $51.8M | ||
| Q4 24 | $26.9M | $-10.7M | ||
| Q3 24 | $36.1M | $-86.1M | ||
| Q2 24 | $38.6M | $-28.7M | ||
| Q1 24 | $31.8M | $33.9M |
毛利率CSWPATH
| Q4 25 | 39.7% | 83.3% | ||
| Q3 25 | 43.0% | 82.2% | ||
| Q2 25 | 43.8% | 82.1% | ||
| Q1 25 | 44.2% | 84.8% | ||
| Q4 24 | 41.4% | 82.0% | ||
| Q3 24 | 45.6% | 80.0% | ||
| Q2 24 | 47.5% | 83.5% | ||
| Q1 24 | 44.4% | 86.8% |
营业利润率CSWPATH
| Q4 25 | 7.4% | 3.2% | ||
| Q3 25 | 20.5% | -5.6% | ||
| Q2 25 | 20.8% | -4.6% | ||
| Q1 25 | 19.5% | 7.9% | ||
| Q4 24 | 15.3% | -12.2% | ||
| Q3 24 | 22.6% | -32.7% | ||
| Q2 24 | 24.3% | -14.8% | ||
| Q1 24 | 21.0% | 3.7% |
净利率CSWPATH
| Q4 25 | 4.4% | 48.4% | ||
| Q3 25 | 14.7% | 0.4% | ||
| Q2 25 | 15.5% | -6.3% | ||
| Q1 25 | 15.2% | 12.2% | ||
| Q4 24 | 13.9% | -3.0% | ||
| Q3 24 | 15.8% | -27.2% | ||
| Q2 24 | 17.1% | -8.6% | ||
| Q1 24 | 15.1% | 8.4% |
每股收益（稀释后）CSWPATH
| Q4 25 | $0.62 | $0.37 | ||
| Q3 25 | $2.41 | $0.00 | ||
| Q2 25 | $2.43 | $-0.04 | ||
| Q1 25 | $2.05 | $0.09 | ||
| Q4 24 | $1.60 | $-0.02 | ||
| Q3 24 | $2.26 | $-0.15 | ||
| Q2 24 | $2.47 | $-0.05 | ||
| Q1 24 | $2.03 | $0.07 |
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 | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $1.9B |
| 总资产 | $2.3B | $2.9B |
| 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CSWPATH
| Q4 25 | $40.2M | $1.4B | ||
| Q3 25 | $31.5M | $1.4B | ||
| Q2 25 | $38.0M | $1.6B | ||
| Q1 25 | $225.8M | $1.6B | ||
| Q4 24 | $213.8M | $1.6B | ||
| Q3 24 | $273.2M | $1.7B | ||
| Q2 24 | $18.9M | $1.9B | ||
| Q1 24 | $22.2M | $1.9B |
总债务CSWPATH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
股东权益CSWPATH
| Q4 25 | $1.1B | $1.9B | ||
| Q3 25 | $1.1B | $1.7B | ||
| Q2 25 | $1.1B | $1.7B | ||
| Q1 25 | $1.1B | $1.8B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $1.0B | $1.8B | ||
| Q2 24 | $650.2M | $2.0B | ||
| Q1 24 | $615.7M | $2.0B |
总资产CSWPATH
| Q4 25 | $2.3B | $2.9B | ||
| Q3 25 | $1.5B | $2.6B | ||
| Q2 25 | $1.5B | $2.6B | ||
| Q1 25 | $1.4B | $2.9B | ||
| Q4 24 | $1.4B | $2.7B | ||
| Q3 24 | $1.4B | $2.7B | ||
| Q2 24 | $1.1B | $2.8B | ||
| Q1 24 | $1.0B | $3.0B |
负债/权益比CSWPATH
| 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 | $28.3M |
| 自由现金流经营现金流 - 资本支出 | $22.7M | $25.1M |
| 自由现金流率自由现金流/营收 | 9.8% | 6.1% |
| 资本支出强度资本支出/营收 | 2.6% | 0.8% |
| 现金转化率经营现金流/净利润 | 2.81× | 0.14× |
| 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CSWPATH
| Q4 25 | $28.9M | $28.3M | ||
| Q3 25 | $61.8M | $41.6M | ||
| Q2 25 | $60.6M | $119.0M | ||
| Q1 25 | $27.3M | $146.1M | ||
| Q4 24 | $11.6M | $28.1M | ||
| Q3 24 | $66.8M | $46.4M | ||
| Q2 24 | $62.7M | $100.0M | ||
| Q1 24 | $22.4M | $145.6M |
自由现金流CSWPATH
| Q4 25 | $22.7M | $25.1M | ||
| Q3 25 | $58.7M | — | ||
| Q2 25 | $57.7M | $106.2M | ||
| Q1 25 | $22.8M | $138.7M | ||
| Q4 24 | $8.5M | $23.2M | ||
| Q3 24 | $61.3M | $45.0M | ||
| Q2 24 | $59.6M | $98.8M | ||
| Q1 24 | $17.5M | $141.8M |
自由现金流率CSWPATH
| Q4 25 | 9.8% | 6.1% | ||
| Q3 25 | 21.2% | — | ||
| Q2 25 | 21.9% | 29.8% | ||
| Q1 25 | 9.9% | 32.7% | ||
| Q4 24 | 4.4% | 6.5% | ||
| Q3 24 | 26.9% | 14.2% | ||
| Q2 24 | 26.3% | 29.5% | ||
| Q1 24 | 8.3% | 35.0% |
资本支出强度CSWPATH
| Q4 25 | 2.6% | 0.8% | ||
| Q3 25 | 1.1% | 0.0% | ||
| Q2 25 | 1.1% | 3.6% | ||
| Q1 25 | 2.0% | 1.7% | ||
| Q4 24 | 1.6% | 1.4% | ||
| Q3 24 | 2.4% | 0.4% | ||
| Q2 24 | 1.4% | 0.4% | ||
| Q1 24 | 2.3% | 0.9% |
现金转化率CSWPATH
| Q4 25 | 2.81× | 0.14× | ||
| Q3 25 | 1.52× | 26.25× | ||
| Q2 25 | 1.48× | — | ||
| Q1 25 | 0.78× | 2.82× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 0.71× | 4.29× |
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% |
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
