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CSW INDUSTRIALS, INC.(CSW)与W. P. Carey Inc.(WPC)财务数据对比。点击上方公司名可切换其他公司
W. P. Carey Inc.的季度营收约是CSW INDUSTRIALS, INC.的1.9倍($444.5M vs $233.0M),W. P. Carey Inc.净利率更高(33.4% vs 4.4%,领先29.0%),CSW INDUSTRIALS, INC.同比增速更快(20.3% vs 9.4%),过去两年W. P. Carey Inc.的营收复合增速更高(6.8% vs 5.1%)
W.P.凯里是一家房地产投资信托企业,主打投资以三净租赁模式租予单一租户的物业。公司注册地位于美国马里兰州,核心办公地点设在纽约市,深耕商业地产投资领域,拥有成熟的运营经验与优质的项目资源。
CSW vs WPC — 直观对比
营收规模更大
WPC
是对方的1.9倍
$233.0M
营收增速更快
CSW
高出10.9%
9.4%
净利率更高
WPC
高出29.0%
4.4%
两年增速更快
WPC
近两年复合增速
5.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $233.0M | $444.5M |
| 净利润 | $10.3M | $148.3M |
| 毛利率 | 39.7% | — |
| 营业利润率 | 7.4% | 34.5% |
| 净利率 | 4.4% | 33.4% |
| 营收同比 | 20.3% | 9.4% |
| 净利润同比 | -61.9% | 215.4% |
| 每股收益(稀释后) | $0.62 | — |
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
CSW
WPC
| Q4 25 | $233.0M | $444.5M | ||
| Q3 25 | $277.0M | $431.3M | ||
| Q2 25 | $263.6M | $430.8M | ||
| Q1 25 | $230.5M | $409.9M | ||
| Q4 24 | $193.6M | $406.2M | ||
| Q3 24 | $227.9M | $397.4M | ||
| Q2 24 | $226.2M | $389.7M | ||
| Q1 24 | $210.9M | $389.8M |
净利润
CSW
WPC
| Q4 25 | $10.3M | $148.3M | ||
| Q3 25 | $40.7M | $141.0M | ||
| Q2 25 | $40.9M | $51.2M | ||
| Q1 25 | $35.1M | $125.8M | ||
| Q4 24 | $26.9M | $47.0M | ||
| Q3 24 | $36.1M | $111.7M | ||
| Q2 24 | $38.6M | $142.9M | ||
| Q1 24 | $31.8M | $159.2M |
毛利率
CSW
WPC
| 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
CSW
WPC
| Q4 25 | 7.4% | 34.5% | ||
| Q3 25 | 20.5% | 34.7% | ||
| Q2 25 | 20.8% | 15.0% | ||
| Q1 25 | 19.5% | 33.5% | ||
| Q4 24 | 15.3% | 13.5% | ||
| Q3 24 | 22.6% | 30.4% | ||
| Q2 24 | 24.3% | 38.3% | ||
| Q1 24 | 21.0% | 43.0% |
净利率
CSW
WPC
| Q4 25 | 4.4% | 33.4% | ||
| Q3 25 | 14.7% | 32.7% | ||
| Q2 25 | 15.5% | 11.9% | ||
| Q1 25 | 15.2% | 30.7% | ||
| Q4 24 | 13.9% | 11.6% | ||
| Q3 24 | 15.8% | 28.1% | ||
| Q2 24 | 17.1% | 36.7% | ||
| Q1 24 | 15.1% | 40.8% |
每股收益(稀释后)
CSW
WPC
| Q4 25 | $0.62 | — | ||
| Q3 25 | $2.41 | — | ||
| Q2 25 | $2.43 | — | ||
| Q1 25 | $2.05 | — | ||
| Q4 24 | $1.60 | — | ||
| Q3 24 | $2.26 | — | ||
| Q2 24 | $2.47 | — | ||
| Q1 24 | $2.03 | — |
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 | $155.3M |
| 总债务越低越好 | — | $8.7B |
| 股东权益账面价值 | $1.1B | $8.1B |
| 总资产 | $2.3B | $18.0B |
| 负债/权益比越低杠杆越低 | — | 1.07× |
8季度趋势,按日历期对齐
现金及短期投资
CSW
WPC
| Q4 25 | $40.2M | $155.3M | ||
| Q3 25 | $31.5M | $249.0M | ||
| Q2 25 | $38.0M | $244.8M | ||
| Q1 25 | $225.8M | $187.8M | ||
| Q4 24 | $213.8M | $640.4M | ||
| Q3 24 | $273.2M | $818.2M | ||
| Q2 24 | $18.9M | $1.1B | ||
| Q1 24 | $22.2M | $777.0M |
总债务
CSW
WPC
| Q4 25 | — | $8.7B | ||
| Q3 25 | — | $8.7B | ||
| Q2 25 | — | $8.6B | ||
| Q1 25 | $800.1M | $7.9B | ||
| Q4 24 | — | $8.0B | ||
| Q3 24 | — | $8.0B | ||
| Q2 24 | — | $8.1B | ||
| Q1 24 | $166.0M | $7.9B |
股东权益
CSW
WPC
| Q4 25 | $1.1B | $8.1B | ||
| Q3 25 | $1.1B | $8.2B | ||
| Q2 25 | $1.1B | $8.2B | ||
| Q1 25 | $1.1B | $8.4B | ||
| Q4 24 | $1.0B | $8.4B | ||
| Q3 24 | $1.0B | $8.6B | ||
| Q2 24 | $650.2M | $8.6B | ||
| Q1 24 | $615.7M | $8.7B |
总资产
CSW
WPC
| Q4 25 | $2.3B | $18.0B | ||
| Q3 25 | $1.5B | $18.0B | ||
| Q2 25 | $1.5B | $18.0B | ||
| Q1 25 | $1.4B | $17.3B | ||
| Q4 24 | $1.4B | $17.5B | ||
| Q3 24 | $1.4B | $17.6B | ||
| Q2 24 | $1.1B | $17.8B | ||
| Q1 24 | $1.0B | $17.6B |
负债/权益比
CSW
WPC
| Q4 25 | — | 1.07× | ||
| Q3 25 | — | 1.06× | ||
| Q2 25 | — | 1.05× | ||
| Q1 25 | 0.75× | 0.94× | ||
| Q4 24 | — | 0.95× | ||
| Q3 24 | — | 0.93× | ||
| Q2 24 | — | 0.94× | ||
| Q1 24 | 0.27× | 0.91× |
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 | $304.6M |
| 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× | 2.05× |
| 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
CSW
WPC
| Q4 25 | $28.9M | $304.6M | ||
| Q3 25 | $61.8M | $300.5M | ||
| Q2 25 | $60.6M | $404.0M | ||
| Q1 25 | $27.3M | $273.2M | ||
| Q4 24 | $11.6M | $296.3M | ||
| Q3 24 | $66.8M | $280.2M | ||
| Q2 24 | $62.7M | $221.0M | ||
| Q1 24 | $22.4M | $1.0B |
自由现金流
CSW
WPC
| Q4 25 | $22.7M | — | ||
| Q3 25 | $58.7M | — | ||
| Q2 25 | $57.7M | — | ||
| Q1 25 | $22.8M | — | ||
| Q4 24 | $8.5M | — | ||
| Q3 24 | $61.3M | — | ||
| Q2 24 | $59.6M | — | ||
| Q1 24 | $17.5M | — |
自由现金流率
CSW
WPC
| Q4 25 | 9.8% | — | ||
| Q3 25 | 21.2% | — | ||
| Q2 25 | 21.9% | — | ||
| Q1 25 | 9.9% | — | ||
| Q4 24 | 4.4% | — | ||
| Q3 24 | 26.9% | — | ||
| Q2 24 | 26.3% | — | ||
| Q1 24 | 8.3% | — |
资本支出强度
CSW
WPC
| Q4 25 | 2.6% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 1.6% | — | ||
| Q3 24 | 2.4% | — | ||
| Q2 24 | 1.4% | — | ||
| Q1 24 | 2.3% | — |
现金转化率
CSW
WPC
| Q4 25 | 2.81× | 2.05× | ||
| Q3 25 | 1.52× | 2.13× | ||
| Q2 25 | 1.48× | 7.89× | ||
| Q1 25 | 0.78× | 2.17× | ||
| Q4 24 | 0.43× | 6.30× | ||
| Q3 24 | 1.85× | 2.51× | ||
| Q2 24 | 1.62× | 1.55× | ||
| Q1 24 | 0.71× | 6.50× |
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% |
WPC
暂无分部数据