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CSW INDUSTRIALS, INC.（CSW）与STRATTEC SECURITY CORP（STRT）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STRATTEC SECURITY CORP的1.7倍（$233.0M vs $137.5M），CSW INDUSTRIALS, INC.净利率更高（4.4% vs 3.6%，领先0.8%），CSW INDUSTRIALS, INC.同比增速更快（20.3% vs 5.9%），CSW INDUSTRIALS, INC.自由现金流更多（$22.7M vs $11.3M），过去两年STRATTEC SECURITY CORP的营收复合增速更高（7.7% vs 5.1%）
STRATTEC安全公司是专业的汽车安全访问解决方案供应商，主营汽车机械与电子锁具、钥匙、无钥匙进入系统等产品，主要服务全球汽车整车厂商、重型车辆制造商及汽车后市场客户，业务覆盖北美、欧洲、亚太等地区。
CSW vs STRT — 直观对比
营收规模更大
CSW
是对方的1.7倍
$137.5M
营收增速更快
CSW
高出14.5%
5.9%
净利率更高
CSW
高出0.8%
3.6%
自由现金流更多
CSW
多$11.5M
$11.3M
两年增速更快
STRT
近两年复合增速
5.1%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $137.5M |
| 净利润 | $10.3M | $4.9M |
| 毛利率 | 39.7% | 16.5% |
| 营业利润率 | 7.4% | 3.5% |
| 净利率 | 4.4% | 3.6% |
| 营收同比 | 20.3% | 5.9% |
| 净利润同比 | -61.9% | 275.1% |
| 每股收益（稀释后） | $0.62 | $1.20 |
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CSWSTRT
| Q4 25 | $233.0M | $137.5M | ||
| Q3 25 | $277.0M | $152.4M | ||
| Q2 25 | $263.6M | $152.0M | ||
| Q1 25 | $230.5M | $144.1M | ||
| Q4 24 | $193.6M | $129.9M | ||
| Q3 24 | $227.9M | $139.1M | ||
| Q2 24 | $226.2M | — | ||
| Q1 24 | $210.9M | $140.8M |
净利润CSWSTRT
| Q4 25 | $10.3M | $4.9M | ||
| Q3 25 | $40.7M | $8.5M | ||
| Q2 25 | $40.9M | $8.3M | ||
| Q1 25 | $35.1M | $5.4M | ||
| Q4 24 | $26.9M | $1.3M | ||
| Q3 24 | $36.1M | $3.7M | ||
| Q2 24 | $38.6M | — | ||
| Q1 24 | $31.8M | $1.5M |
毛利率CSWSTRT
| Q4 25 | 39.7% | 16.5% | ||
| Q3 25 | 43.0% | 17.3% | ||
| Q2 25 | 43.8% | 16.7% | ||
| Q1 25 | 44.2% | 16.0% | ||
| Q4 24 | 41.4% | 13.2% | ||
| Q3 24 | 45.6% | 13.6% | ||
| Q2 24 | 47.5% | — | ||
| Q1 24 | 44.4% | 10.4% |
营业利润率CSWSTRT
| Q4 25 | 7.4% | 3.5% | ||
| Q3 25 | 20.5% | 6.9% | ||
| Q2 25 | 20.8% | 5.6% | ||
| Q1 25 | 19.5% | 4.9% | ||
| Q4 24 | 15.3% | 1.6% | ||
| Q3 24 | 22.6% | 3.6% | ||
| Q2 24 | 24.3% | — | ||
| Q1 24 | 21.0% | 1.4% |
净利率CSWSTRT
| Q4 25 | 4.4% | 3.6% | ||
| Q3 25 | 14.7% | 5.6% | ||
| Q2 25 | 15.5% | 5.4% | ||
| Q1 25 | 15.2% | 3.7% | ||
| Q4 24 | 13.9% | 1.0% | ||
| Q3 24 | 15.8% | 2.7% | ||
| Q2 24 | 17.1% | — | ||
| Q1 24 | 15.1% | 1.1% |
每股收益（稀释后）CSWSTRT
| Q4 25 | $0.62 | $1.20 | ||
| Q3 25 | $2.41 | $2.07 | ||
| Q2 25 | $2.43 | $2.02 | ||
| Q1 25 | $2.05 | $1.32 | ||
| Q4 24 | $1.60 | $0.32 | ||
| Q3 24 | $2.26 | $0.92 | ||
| Q2 24 | $2.47 | — | ||
| Q1 24 | $2.03 | $0.37 |
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 | $99.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $236.8M |
| 总资产 | $2.3B | $392.2M |
| 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CSWSTRT
| Q4 25 | $40.2M | $99.0M | ||
| Q3 25 | $31.5M | $90.5M | ||
| Q2 25 | $38.0M | $84.6M | ||
| Q1 25 | $225.8M | $62.1M | ||
| Q4 24 | $213.8M | $42.6M | ||
| Q3 24 | $273.2M | $34.4M | ||
| Q2 24 | $18.9M | — | ||
| Q1 24 | $22.2M | $9.6M |
总债务CSWSTRT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
股东权益CSWSTRT
| Q4 25 | $1.1B | $236.8M | ||
| Q3 25 | $1.1B | $230.5M | ||
| Q2 25 | $1.1B | $221.6M | ||
| Q1 25 | $1.1B | $210.7M | ||
| Q4 24 | $1.0B | $204.5M | ||
| Q3 24 | $1.0B | $203.0M | ||
| Q2 24 | $650.2M | — | ||
| Q1 24 | $615.7M | $193.8M |
总资产CSWSTRT
| Q4 25 | $2.3B | $392.2M | ||
| Q3 25 | $1.5B | $390.1M | ||
| Q2 25 | $1.5B | $391.5M | ||
| Q1 25 | $1.4B | $387.4M | ||
| Q4 24 | $1.4B | $355.9M | ||
| Q3 24 | $1.4B | $366.9M | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $1.0B | $348.5M |
负债/权益比CSWSTRT
| 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 | $13.9M |
| 自由现金流经营现金流 - 资本支出 | $22.7M | $11.3M |
| 自由现金流率自由现金流/营收 | 9.8% | 8.2% |
| 资本支出强度资本支出/营收 | 2.6% | 1.9% |
| 现金转化率经营现金流/净利润 | 2.81× | 2.81× |
| 过去12个月自由现金流最近4个季度 | $162.0M | $67.8M |
8季度趋势，按日历期对齐
经营现金流CSWSTRT
| Q4 25 | $28.9M | $13.9M | ||
| Q3 25 | $61.8M | $11.3M | ||
| Q2 25 | $60.6M | $30.2M | ||
| Q1 25 | $27.3M | $20.7M | ||
| Q4 24 | $11.6M | $9.4M | ||
| Q3 24 | $66.8M | $11.3M | ||
| Q2 24 | $62.7M | — | ||
| Q1 24 | $22.4M | $-309.0K |
自由现金流CSWSTRT
| Q4 25 | $22.7M | $11.3M | ||
| Q3 25 | $58.7M | $9.8M | ||
| Q2 25 | $57.7M | $27.2M | ||
| Q1 25 | $22.8M | $19.6M | ||
| Q4 24 | $8.5M | $8.5M | ||
| Q3 24 | $61.3M | $9.3M | ||
| Q2 24 | $59.6M | — | ||
| Q1 24 | $17.5M | $-2.0M |
自由现金流率CSWSTRT
| Q4 25 | 9.8% | 8.2% | ||
| Q3 25 | 21.2% | 6.4% | ||
| Q2 25 | 21.9% | 17.9% | ||
| Q1 25 | 9.9% | 13.6% | ||
| Q4 24 | 4.4% | 6.6% | ||
| Q3 24 | 26.9% | 6.7% | ||
| Q2 24 | 26.3% | — | ||
| Q1 24 | 8.3% | -1.4% |
资本支出强度CSWSTRT
| Q4 25 | 2.6% | 1.9% | ||
| Q3 25 | 1.1% | 1.0% | ||
| Q2 25 | 1.1% | 2.0% | ||
| Q1 25 | 2.0% | 0.8% | ||
| Q4 24 | 1.6% | 0.7% | ||
| Q3 24 | 2.4% | 1.5% | ||
| Q2 24 | 1.4% | — | ||
| Q1 24 | 2.3% | 1.2% |
现金转化率CSWSTRT
| Q4 25 | 2.81× | 2.81× | ||
| Q3 25 | 1.52× | 1.33× | ||
| Q2 25 | 1.48× | 3.65× | ||
| Q1 25 | 0.78× | 3.84× | ||
| Q4 24 | 0.43× | 7.16× | ||
| Q3 24 | 1.85× | 3.06× | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 0.71× | -0.21× |
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% |
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |
