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CSW INDUSTRIALS, INC.（CSW）与Tarsus Pharmaceuticals, Inc.（TARS）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Tarsus Pharmaceuticals, Inc.的1.5倍（$233.0M vs $151.7M），CSW INDUSTRIALS, INC.净利率更高（4.4% vs -5.5%，领先9.9%），Tarsus Pharmaceuticals, Inc.同比增速更快（128.4% vs 20.3%），CSW INDUSTRIALS, INC.自由现金流更多（$22.7M vs $13.0M），过去两年Tarsus Pharmaceuticals, Inc.的营收复合增速更高（134.4% vs 5.1%）
Tarsus Pharmaceuticals是一家处于后期临床阶段的生物制药公司，专注于眼科、皮肤科等专科领域创新疗法的研发和商业化，主打产品针对蠕形螨睑缘炎、玫瑰痤疮等未被充分诊断的常见病症，核心市场为美国。
CSW vs TARS — 直观对比
营收规模更大
CSW
是对方的1.5倍
$151.7M
营收增速更快
TARS
高出108.1%
20.3%
净利率更高
CSW
高出9.9%
-5.5%
自由现金流更多
CSW
多$9.8M
$13.0M
两年增速更快
TARS
近两年复合增速
5.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $151.7M |
| 净利润 | $10.3M | $-8.4M |
| 毛利率 | 39.7% | — |
| 营业利润率 | 7.4% | -5.3% |
| 净利率 | 4.4% | -5.5% |
| 营收同比 | 20.3% | 128.4% |
| 净利润同比 | -61.9% | 63.8% |
| 每股收益（稀释后） | $0.62 | $-0.17 |
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CSWTARS
| Q4 25 | $233.0M | $151.7M | ||
| Q3 25 | $277.0M | $118.7M | ||
| Q2 25 | $263.6M | $102.7M | ||
| Q1 25 | $230.5M | $78.3M | ||
| Q4 24 | $193.6M | $66.4M | ||
| Q3 24 | $227.9M | $48.1M | ||
| Q2 24 | $226.2M | $40.8M | ||
| Q1 24 | $210.9M | $27.6M |
净利润CSWTARS
| Q4 25 | $10.3M | $-8.4M | ||
| Q3 25 | $40.7M | $-12.6M | ||
| Q2 25 | $40.9M | $-20.3M | ||
| Q1 25 | $35.1M | $-25.1M | ||
| Q4 24 | $26.9M | $-23.1M | ||
| Q3 24 | $36.1M | $-23.4M | ||
| Q2 24 | $38.6M | $-33.3M | ||
| Q1 24 | $31.8M | $-35.7M |
毛利率CSWTARS
| Q4 25 | 39.7% | — | ||
| Q3 25 | 43.0% | — | ||
| Q2 25 | 43.8% | — | ||
| Q1 25 | 44.2% | — | ||
| Q4 24 | 41.4% | — | ||
| Q3 24 | 45.6% | — | ||
| Q2 24 | 47.5% | — | ||
| Q1 24 | 44.4% | — |
营业利润率CSWTARS
| Q4 25 | 7.4% | -5.3% | ||
| Q3 25 | 20.5% | -12.2% | ||
| Q2 25 | 20.8% | -21.6% | ||
| Q1 25 | 19.5% | -33.5% | ||
| Q4 24 | 15.3% | -36.8% | ||
| Q3 24 | 22.6% | -52.3% | ||
| Q2 24 | 24.3% | -81.6% | ||
| Q1 24 | 21.0% | -136.5% |
净利率CSWTARS
| Q4 25 | 4.4% | -5.5% | ||
| Q3 25 | 14.7% | -10.6% | ||
| Q2 25 | 15.5% | -19.8% | ||
| Q1 25 | 15.2% | -32.1% | ||
| Q4 24 | 13.9% | -34.8% | ||
| Q3 24 | 15.8% | -48.7% | ||
| Q2 24 | 17.1% | -81.6% | ||
| Q1 24 | 15.1% | -129.4% |
每股收益（稀释后）CSWTARS
| Q4 25 | $0.62 | $-0.17 | ||
| Q3 25 | $2.41 | $-0.30 | ||
| Q2 25 | $2.43 | $-0.48 | ||
| Q1 25 | $2.05 | $-0.64 | ||
| Q4 24 | $1.60 | $-0.57 | ||
| Q3 24 | $2.26 | $-0.61 | ||
| Q2 24 | $2.47 | $-0.88 | ||
| Q1 24 | $2.03 | $-1.01 |
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 | $417.3M |
| 总债务越低越好 | — | $72.4M |
| 股东权益账面价值 | $1.1B | $343.4M |
| 总资产 | $2.3B | $562.2M |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资CSWTARS
| Q4 25 | $40.2M | $417.3M | ||
| Q3 25 | $31.5M | $401.8M | ||
| Q2 25 | $38.0M | $381.1M | ||
| Q1 25 | $225.8M | $407.9M | ||
| Q4 24 | $213.8M | $291.4M | ||
| Q3 24 | $273.2M | $317.0M | ||
| Q2 24 | $18.9M | $323.6M | ||
| Q1 24 | $22.2M | $298.5M |
总债务CSWTARS
| Q4 25 | — | $72.4M | ||
| Q3 25 | — | $72.3M | ||
| Q2 25 | — | $72.1M | ||
| Q1 25 | $800.1M | $72.0M | ||
| Q4 24 | — | $71.8M | ||
| Q3 24 | — | $71.7M | ||
| Q2 24 | — | $71.6M | ||
| Q1 24 | $166.0M | $29.9M |
股东权益CSWTARS
| Q4 25 | $1.1B | $343.4M | ||
| Q3 25 | $1.1B | $335.1M | ||
| Q2 25 | $1.1B | $332.6M | ||
| Q1 25 | $1.1B | $342.5M | ||
| Q4 24 | $1.0B | $224.5M | ||
| Q3 24 | $1.0B | $237.5M | ||
| Q2 24 | $650.2M | $252.2M | ||
| Q1 24 | $615.7M | $275.2M |
总资产CSWTARS
| Q4 25 | $2.3B | $562.2M | ||
| Q3 25 | $1.5B | $534.6M | ||
| Q2 25 | $1.5B | $495.0M | ||
| Q1 25 | $1.4B | $500.8M | ||
| Q4 24 | $1.4B | $377.0M | ||
| Q3 24 | $1.4B | $376.3M | ||
| Q2 24 | $1.1B | $376.8M | ||
| Q1 24 | $1.0B | $349.3M |
负债/权益比CSWTARS
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | — | 0.22× | ||
| Q1 25 | 0.75× | 0.21× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.28× | ||
| Q1 24 | 0.27× | 0.11× |
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 | $19.3M |
| 自由现金流经营现金流 - 资本支出 | $22.7M | $13.0M |
| 自由现金流率自由现金流/营收 | 9.8% | 8.6% |
| 资本支出强度资本支出/营收 | 2.6% | 4.2% |
| 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 | $-22.3M |
8季度趋势，按日历期对齐
经营现金流CSWTARS
| Q4 25 | $28.9M | $19.3M | ||
| Q3 25 | $61.8M | $18.3M | ||
| Q2 25 | $60.6M | $-29.4M | ||
| Q1 25 | $27.3M | $-20.7M | ||
| Q4 24 | $11.6M | $-22.2M | ||
| Q3 24 | $66.8M | $-8.7M | ||
| Q2 24 | $62.7M | $-14.4M | ||
| Q1 24 | $22.4M | $-37.8M |
自由现金流CSWTARS
| Q4 25 | $22.7M | $13.0M | ||
| Q3 25 | $58.7M | $16.3M | ||
| Q2 25 | $57.7M | $-30.4M | ||
| Q1 25 | $22.8M | $-21.2M | ||
| Q4 24 | $8.5M | $-22.3M | ||
| Q3 24 | $61.3M | $-8.9M | ||
| Q2 24 | $59.6M | $-15.4M | ||
| Q1 24 | $17.5M | $-38.0M |
自由现金流率CSWTARS
| Q4 25 | 9.8% | 8.6% | ||
| Q3 25 | 21.2% | 13.8% | ||
| Q2 25 | 21.9% | -29.6% | ||
| Q1 25 | 9.9% | -27.1% | ||
| Q4 24 | 4.4% | -33.5% | ||
| Q3 24 | 26.9% | -18.6% | ||
| Q2 24 | 26.3% | -37.8% | ||
| Q1 24 | 8.3% | -137.5% |
资本支出强度CSWTARS
| Q4 25 | 2.6% | 4.2% | ||
| Q3 25 | 1.1% | 1.6% | ||
| Q2 25 | 1.1% | 1.0% | ||
| Q1 25 | 2.0% | 0.8% | ||
| Q4 24 | 1.6% | 0.1% | ||
| Q3 24 | 2.4% | 0.6% | ||
| Q2 24 | 1.4% | 2.5% | ||
| Q1 24 | 2.3% | 0.6% |
现金转化率CSWTARS
| Q4 25 | 2.81× | — | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 1.48× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 0.71× | — |
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% |
TARS
暂无分部数据
