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CSW INDUSTRIALS, INC.（CSW）与STANDARD MOTOR PRODUCTS, INC.（SMP）财务数据对比。点击上方公司名可切换其他公司
STANDARD MOTOR PRODUCTS, INC.的季度营收约是CSW INDUSTRIALS, INC.的1.7倍（$385.1M vs $233.0M），CSW INDUSTRIALS, INC.净利率更高（4.4% vs 2.0%，领先2.4%），CSW INDUSTRIALS, INC.同比增速更快（20.3% vs 12.2%），CSW INDUSTRIALS, INC.自由现金流更多（$22.7M vs $-37.6M），过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高（7.8% vs 5.1%）
标准汽车产品公司（SMP）是一家汽车零部件制造商与经销商，由埃利亚斯·法伊夫和拉尔夫·范艾伦于1919年合伙创立，1926年完成法人注册，总部位于纽约长岛市，在纽约证券交易所上市。公司目前设有车辆控制、温控、工程解决方案和尼森斯四大运营板块，为汽车售后市场供应相关零部件产品。
CSW vs SMP — 直观对比
营收规模更大
SMP
是对方的1.7倍
$233.0M
营收增速更快
CSW
高出8.2%
12.2%
净利率更高
CSW
高出2.4%
2.0%
自由现金流更多
CSW
多$60.4M
$-37.6M
两年增速更快
SMP
近两年复合增速
5.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $385.1M |
| 净利润 | $10.3M | $7.9M |
| 毛利率 | 39.7% | 31.7% |
| 营业利润率 | 7.4% | 5.6% |
| 净利率 | 4.4% | 2.0% |
| 营收同比 | 20.3% | 12.2% |
| 净利润同比 | -61.9% | 457.9% |
| 每股收益（稀释后） | $0.62 | $0.34 |
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CSWSMP
| Q4 25 | $233.0M | $385.1M | ||
| Q3 25 | $277.0M | $498.8M | ||
| Q2 25 | $263.6M | $493.9M | ||
| Q1 25 | $230.5M | $413.4M | ||
| Q4 24 | $193.6M | $343.4M | ||
| Q3 24 | $227.9M | $399.3M | ||
| Q2 24 | $226.2M | $389.8M | ||
| Q1 24 | $210.9M | $331.4M |
净利润CSWSMP
| Q4 25 | $10.3M | $7.9M | ||
| Q3 25 | $40.7M | $-4.3M | ||
| Q2 25 | $40.9M | $25.2M | ||
| Q1 25 | $35.1M | $12.6M | ||
| Q4 24 | $26.9M | $-2.2M | ||
| Q3 24 | $36.1M | $3.8M | ||
| Q2 24 | $38.6M | $17.1M | ||
| Q1 24 | $31.8M | $8.8M |
毛利率CSWSMP
| Q4 25 | 39.7% | 31.7% | ||
| Q3 25 | 43.0% | 32.4% | ||
| Q2 25 | 43.8% | 30.6% | ||
| Q1 25 | 44.2% | 30.2% | ||
| Q4 24 | 41.4% | 29.4% | ||
| Q3 24 | 45.6% | 30.4% | ||
| Q2 24 | 47.5% | 28.6% | ||
| Q1 24 | 44.4% | 27.0% |
营业利润率CSWSMP
| Q4 25 | 7.4% | 5.6% | ||
| Q3 25 | 20.5% | 9.5% | ||
| Q2 25 | 20.8% | 8.7% | ||
| Q1 25 | 19.5% | 5.9% | ||
| Q4 24 | 15.3% | 1.1% | ||
| Q3 24 | 22.6% | 9.3% | ||
| Q2 24 | 24.3% | 6.4% | ||
| Q1 24 | 21.0% | 4.4% |
净利率CSWSMP
| Q4 25 | 4.4% | 2.0% | ||
| Q3 25 | 14.7% | -0.9% | ||
| Q2 25 | 15.5% | 5.1% | ||
| Q1 25 | 15.2% | 3.0% | ||
| Q4 24 | 13.9% | -0.6% | ||
| Q3 24 | 15.8% | 1.0% | ||
| Q2 24 | 17.1% | 4.4% | ||
| Q1 24 | 15.1% | 2.7% |
每股收益（稀释后）CSWSMP
| Q4 25 | $0.62 | $0.34 | ||
| Q3 25 | $2.41 | $-0.19 | ||
| Q2 25 | $2.43 | $1.13 | ||
| Q1 25 | $2.05 | $0.56 | ||
| Q4 24 | $1.60 | $-0.09 | ||
| Q3 24 | $2.26 | $0.17 | ||
| Q2 24 | $2.47 | $0.77 | ||
| Q1 24 | $2.03 | $0.39 |
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 | — |
| 总债务越低越好 | — | $618.7M |
| 股东权益账面价值 | $1.1B | $683.7M |
| 总资产 | $2.3B | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.90× |
8季度趋势，按日历期对齐
现金及短期投资CSWSMP
| Q4 25 | $40.2M | — | ||
| Q3 25 | $31.5M | $87.2M | ||
| Q2 25 | $38.0M | $58.8M | ||
| Q1 25 | $225.8M | $50.3M | ||
| Q4 24 | $213.8M | $44.4M | ||
| Q3 24 | $273.2M | $26.3M | ||
| Q2 24 | $18.9M | $26.2M | ||
| Q1 24 | $22.2M | $27.1M |
总债务CSWSMP
| Q4 25 | — | $618.7M | ||
| Q3 25 | — | $589.5M | ||
| Q2 25 | — | $636.6M | ||
| Q1 25 | $800.1M | $650.6M | ||
| Q4 24 | — | $562.3M | ||
| Q3 24 | — | $142.8M | ||
| Q2 24 | — | $208.2M | ||
| Q1 24 | $166.0M | $214.9M |
股东权益CSWSMP
| Q4 25 | $1.1B | $683.7M | ||
| Q3 25 | $1.1B | $677.4M | ||
| Q2 25 | $1.1B | $688.6M | ||
| Q1 25 | $1.1B | $638.0M | ||
| Q4 24 | $1.0B | $615.7M | ||
| Q3 24 | $1.0B | $638.8M | ||
| Q2 24 | $650.2M | $640.0M | ||
| Q1 24 | $615.7M | $639.1M |
总资产CSWSMP
| Q4 25 | $2.3B | $2.0B | ||
| Q3 25 | $1.5B | $2.0B | ||
| Q2 25 | $1.5B | $2.0B | ||
| Q1 25 | $1.4B | $1.9B | ||
| Q4 24 | $1.4B | $1.8B | ||
| Q3 24 | $1.4B | $1.4B | ||
| Q2 24 | $1.1B | $1.4B | ||
| Q1 24 | $1.0B | $1.4B |
负债/权益比CSWSMP
| Q4 25 | — | 0.90× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.92× | ||
| Q1 25 | 0.75× | 1.02× | ||
| Q4 24 | — | 0.91× | ||
| Q3 24 | — | 0.22× | ||
| Q2 24 | — | 0.33× | ||
| Q1 24 | 0.27× | 0.34× |
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 | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | $22.7M | $-37.6M |
| 自由现金流率自由现金流/营收 | 9.8% | -9.8% |
| 资本支出强度资本支出/营收 | 2.6% | 2.4% |
| 现金转化率经营现金流/净利润 | 2.81× | -3.59× |
| 过去12个月自由现金流最近4个季度 | $162.0M | $18.7M |
8季度趋势，按日历期对齐
经营现金流CSWSMP
| Q4 25 | $28.9M | $-28.2M | ||
| Q3 25 | $61.8M | $91.6M | ||
| Q2 25 | $60.6M | $54.3M | ||
| Q1 25 | $27.3M | $-60.2M | ||
| Q4 24 | $11.6M | $-1.5M | ||
| Q3 24 | $66.8M | $88.3M | ||
| Q2 24 | $62.7M | $35.6M | ||
| Q1 24 | $22.4M | $-45.7M |
自由现金流CSWSMP
| Q4 25 | $22.7M | $-37.6M | ||
| Q3 25 | $58.7M | $81.5M | ||
| Q2 25 | $57.7M | $44.2M | ||
| Q1 25 | $22.8M | $-69.4M | ||
| Q4 24 | $8.5M | $-11.4M | ||
| Q3 24 | $61.3M | $77.1M | ||
| Q2 24 | $59.6M | $22.7M | ||
| Q1 24 | $17.5M | $-55.8M |
自由现金流率CSWSMP
| Q4 25 | 9.8% | -9.8% | ||
| Q3 25 | 21.2% | 16.3% | ||
| Q2 25 | 21.9% | 8.9% | ||
| Q1 25 | 9.9% | -16.8% | ||
| Q4 24 | 4.4% | -3.3% | ||
| Q3 24 | 26.9% | 19.3% | ||
| Q2 24 | 26.3% | 5.8% | ||
| Q1 24 | 8.3% | -16.8% |
资本支出强度CSWSMP
| Q4 25 | 2.6% | 2.4% | ||
| Q3 25 | 1.1% | 2.0% | ||
| Q2 25 | 1.1% | 2.1% | ||
| Q1 25 | 2.0% | 2.2% | ||
| Q4 24 | 1.6% | 2.9% | ||
| Q3 24 | 2.4% | 2.8% | ||
| Q2 24 | 1.4% | 3.3% | ||
| Q1 24 | 2.3% | 3.0% |
现金转化率CSWSMP
| Q4 25 | 2.81× | -3.59× | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 1.48× | 2.15× | ||
| Q1 25 | 0.78× | -4.79× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.85× | 23.19× | ||
| Q2 24 | 1.62× | 2.09× | ||
| Q1 24 | 0.71× | -5.18× |
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% |
SMP
| Engineered Solutions | $66.1M | 17% |
| Electrical And Safety | $63.6M | 17% |
| Temperature Control | $61.5M | 16% |
| Europe Excluding Poland | $55.5M | 14% |
| Other Thermal Components | $30.7M | 8% |
| Air Conditioning | $22.7M | 6% |
| Commercial Vehicle | $19.7M | 5% |
| All Other | $18.9M | 5% |
| PL | $16.0M | 4% |
| Wire Sets And Other | $11.9M | 3% |
| Engine Efficiency | $10.0M | 3% |
| Construction Agriculture | $7.8M | 2% |
