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CSW INDUSTRIALS, INC.（CSW）与Porch Group, Inc.（PRCH）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Porch Group, Inc.的1.9倍（$233.0M vs $121.1M），CSW INDUSTRIALS, INC.净利率更高（4.4% vs -3.9%，领先8.3%），Porch Group, Inc.同比增速更快（100.0% vs 20.3%），过去两年Porch Group, Inc.的营收复合增速更高（26.4% vs 5.1%）
Porch Group是一家面向屋主的家居改造服务平台，致力于连接屋主与当地的家居装修承包商。平台不仅提供超过160种家居装修项目的在线预约服务，还涵盖专业建议文章与装修成本指南，帮助屋主便捷规划各类家装工程。
CSW vs PRCH — 直观对比
营收规模更大
CSW
是对方的1.9倍
$121.1M
营收增速更快
PRCH
高出79.7%
20.3%
净利率更高
CSW
高出8.3%
-3.9%
两年增速更快
PRCH
近两年复合增速
5.1%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $121.1M |
| 净利润 | $10.3M | $-4.7M |
| 毛利率 | 39.7% | 52.7% |
| 营业利润率 | 7.4% | — |
| 净利率 | 4.4% | -3.9% |
| 营收同比 | 20.3% | 100.0% |
| 净利润同比 | -61.9% | 2.0% |
| 每股收益（稀释后） | $0.62 | $-0.04 |
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CSWPRCH
| Q1 26 | — | $121.1M | ||
| Q4 25 | $233.0M | $112.3M | ||
| Q3 25 | $277.0M | $115.1M | ||
| Q2 25 | $263.6M | $107.0M | ||
| Q1 25 | $230.5M | $84.5M | ||
| Q4 24 | $193.6M | $75.3M | ||
| Q3 24 | $227.9M | $77.7M | ||
| Q2 24 | $226.2M | $75.9M |
净利润CSWPRCH
| Q1 26 | — | $-4.7M | ||
| Q4 25 | $10.3M | $-3.5M | ||
| Q3 25 | $40.7M | $-10.9M | ||
| Q2 25 | $40.9M | $2.6M | ||
| Q1 25 | $35.1M | $8.4M | ||
| Q4 24 | $26.9M | $30.5M | ||
| Q3 24 | $36.1M | $14.4M | ||
| Q2 24 | $38.6M | $-64.3M |
毛利率CSWPRCH
| Q1 26 | — | 52.7% | ||
| Q4 25 | 39.7% | 99.5% | ||
| Q3 25 | 43.0% | 75.6% | ||
| Q2 25 | 43.8% | 70.9% | ||
| Q1 25 | 44.2% | 77.4% | ||
| Q4 24 | 41.4% | — | ||
| Q3 24 | 45.6% | 79.4% | ||
| Q2 24 | 47.5% | 22.1% |
营业利润率CSWPRCH
| Q1 26 | — | — | ||
| Q4 25 | 7.4% | 14.7% | ||
| Q3 25 | 20.5% | 14.2% | ||
| Q2 25 | 20.8% | 4.7% | ||
| Q1 25 | 19.5% | -1.5% | ||
| Q4 24 | 15.3% | 33.3% | ||
| Q3 24 | 22.6% | -3.2% | ||
| Q2 24 | 24.3% | -69.2% |
净利率CSWPRCH
| Q1 26 | — | -3.9% | ||
| Q4 25 | 4.4% | -3.1% | ||
| Q3 25 | 14.7% | -9.4% | ||
| Q2 25 | 15.5% | 2.4% | ||
| Q1 25 | 15.2% | 9.9% | ||
| Q4 24 | 13.9% | 40.5% | ||
| Q3 24 | 15.8% | 18.5% | ||
| Q2 24 | 17.1% | -84.8% |
每股收益（稀释后）CSWPRCH
| Q1 26 | — | $-0.04 | ||
| Q4 25 | $0.62 | $0.00 | ||
| Q3 25 | $2.41 | $-0.10 | ||
| Q2 25 | $2.43 | $0.00 | ||
| Q1 25 | $2.05 | $0.07 | ||
| Q4 24 | $1.60 | $0.34 | ||
| Q3 24 | $2.26 | $0.12 | ||
| Q2 24 | $2.47 | $-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 | $68.4M |
| 总债务越低越好 | — | $391.3M |
| 股东权益账面价值 | $1.1B | $26.3M |
| 总资产 | $2.3B | $806.6M |
| 负债/权益比越低杠杆越低 | — | 14.87× |
8季度趋势，按日历期对齐
现金及短期投资CSWPRCH
| Q1 26 | — | $68.4M | ||
| Q4 25 | $40.2M | $57.3M | ||
| Q3 25 | $31.5M | $85.0M | ||
| Q2 25 | $38.0M | $79.8M | ||
| Q1 25 | $225.8M | $70.4M | ||
| Q4 24 | $213.8M | $191.7M | ||
| Q3 24 | $273.2M | $238.6M | ||
| Q2 24 | $18.9M | $308.4M |
总债务CSWPRCH
| Q1 26 | — | $391.3M | ||
| Q4 25 | — | $392.8M | ||
| Q3 25 | — | $387.1M | ||
| Q2 25 | — | $394.1M | ||
| Q1 25 | $800.1M | $409.2M | ||
| Q4 24 | — | $403.9M | ||
| Q3 24 | — | $399.0M | ||
| Q2 24 | — | $436.8M |
股东权益CSWPRCH
| Q1 26 | — | $26.3M | ||
| Q4 25 | $1.1B | $-24.6M | ||
| Q3 25 | $1.1B | $-27.9M | ||
| Q2 25 | $1.1B | $-29.3M | ||
| Q1 25 | $1.1B | $-52.4M | ||
| Q4 24 | $1.0B | $-43.2M | ||
| Q3 24 | $1.0B | $-77.0M | ||
| Q2 24 | $650.2M | $-101.9M |
总资产CSWPRCH
| Q1 26 | — | $806.6M | ||
| Q4 25 | $2.3B | $797.4M | ||
| Q3 25 | $1.5B | $787.7M | ||
| Q2 25 | $1.5B | $770.7M | ||
| Q1 25 | $1.4B | $802.3M | ||
| Q4 24 | $1.4B | $814.0M | ||
| Q3 24 | $1.4B | $867.3M | ||
| Q2 24 | $1.1B | $876.1M |
负债/权益比CSWPRCH
| Q1 26 | — | 14.87× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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CSWPRCH
| Q1 26 | — | — | ||
| Q4 25 | $28.9M | $1.2M | ||
| Q3 25 | $61.8M | $40.8M | ||
| Q2 25 | $60.6M | $35.6M | ||
| Q1 25 | $27.3M | $-11.2M | ||
| Q4 24 | $11.6M | $-26.6M | ||
| Q3 24 | $66.8M | $12.4M | ||
| Q2 24 | $62.7M | $-26.0M |
自由现金流CSWPRCH
| Q1 26 | — | — | ||
| Q4 25 | $22.7M | $1.1M | ||
| Q3 25 | $58.7M | $40.7M | ||
| Q2 25 | $57.7M | $35.4M | ||
| Q1 25 | $22.8M | $-11.2M | ||
| Q4 24 | $8.5M | $-26.8M | ||
| Q3 24 | $61.3M | $12.2M | ||
| Q2 24 | $59.6M | $-26.0M |
自由现金流率CSWPRCH
| Q1 26 | — | — | ||
| Q4 25 | 9.8% | 1.0% | ||
| Q3 25 | 21.2% | 35.4% | ||
| Q2 25 | 21.9% | 33.0% | ||
| Q1 25 | 9.9% | -13.3% | ||
| Q4 24 | 4.4% | -35.6% | ||
| Q3 24 | 26.9% | 15.7% | ||
| Q2 24 | 26.3% | -34.3% |
资本支出强度CSWPRCH
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 0.1% | ||
| Q3 25 | 1.1% | 0.1% | ||
| Q2 25 | 1.1% | 0.2% | ||
| Q1 25 | 2.0% | 0.1% | ||
| Q4 24 | 1.6% | 0.3% | ||
| Q3 24 | 2.4% | 0.3% | ||
| Q2 24 | 1.4% | 0.1% |
现金转化率CSWPRCH
| Q1 26 | — | — | ||
| Q4 25 | 2.81× | — | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 1.48× | 13.79× | ||
| Q1 25 | 0.78× | -1.33× | ||
| Q4 24 | 0.43× | -0.87× | ||
| Q3 24 | 1.85× | 0.86× | ||
| Q2 24 | 1.62× | — |
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% |
PRCH
暂无分部数据
