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CSW INDUSTRIALS, INC.（CSW）与Clear Secure, Inc.（YOU）财务数据对比。点击上方公司名可切换其他公司
Clear Secure, Inc.的季度营收约是CSW INDUSTRIALS, INC.的1.0倍（$240.8M vs $233.0M），Clear Secure, Inc.净利率更高（12.8% vs 4.4%，领先8.4%），CSW INDUSTRIALS, INC.同比增速更快（20.3% vs 16.7%），Clear Secure, Inc.自由现金流更多（$187.4M vs $22.7M），过去两年Clear Secure, Inc.的营收复合增速更高（16.0% vs 5.1%）
Clear Secure, Inc.是美国一家科技企业，主营生物识别旅行证件核验系统，其服务已覆盖部分大型机场与体育场馆。公司成立于2003年，2009年申请破产后停运，2012年重启运营，最终于2021年成功上市。
CSW vs YOU — 直观对比
营收规模更大
YOU
是对方的1.0倍
$233.0M
营收增速更快
CSW
高出3.6%
16.7%
净利率更高
YOU
高出8.4%
4.4%
自由现金流更多
YOU
多$164.7M
$22.7M
两年增速更快
YOU
近两年复合增速
5.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $240.8M |
| 净利润 | $10.3M | $30.8M |
| 毛利率 | 39.7% | — |
| 营业利润率 | 7.4% | 22.4% |
| 净利率 | 4.4% | 12.8% |
| 营收同比 | 20.3% | 16.7% |
| 净利润同比 | -61.9% | -70.2% |
| 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CSWYOU
| Q4 25 | $233.0M | $240.8M | ||
| Q3 25 | $277.0M | $229.2M | ||
| Q2 25 | $263.6M | $219.5M | ||
| Q1 25 | $230.5M | $211.4M | ||
| Q4 24 | $193.6M | $206.3M | ||
| Q3 24 | $227.9M | $198.4M | ||
| Q2 24 | $226.2M | $186.7M | ||
| Q1 24 | $210.9M | $179.0M |
净利润CSWYOU
| Q4 25 | $10.3M | $30.8M | ||
| Q3 25 | $40.7M | $28.3M | ||
| Q2 25 | $40.9M | $24.7M | ||
| Q1 25 | $35.1M | $25.4M | ||
| Q4 24 | $26.9M | $103.3M | ||
| Q3 24 | $36.1M | $23.5M | ||
| Q2 24 | $38.6M | $24.1M | ||
| Q1 24 | $31.8M | $18.8M |
毛利率CSWYOU
| 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CSWYOU
| Q4 25 | 7.4% | 22.4% | ||
| Q3 25 | 20.5% | 23.0% | ||
| Q2 25 | 20.8% | 19.4% | ||
| Q1 25 | 19.5% | 17.7% | ||
| Q4 24 | 15.3% | 16.5% | ||
| Q3 24 | 22.6% | 17.7% | ||
| Q2 24 | 24.3% | 16.2% | ||
| Q1 24 | 21.0% | 13.2% |
净利率CSWYOU
| Q4 25 | 4.4% | 12.8% | ||
| Q3 25 | 14.7% | 12.3% | ||
| Q2 25 | 15.5% | 11.3% | ||
| Q1 25 | 15.2% | 12.0% | ||
| Q4 24 | 13.9% | 50.1% | ||
| Q3 24 | 15.8% | 11.8% | ||
| Q2 24 | 17.1% | 12.9% | ||
| Q1 24 | 15.1% | 10.5% |
每股收益（稀释后）CSWYOU
| 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 | $85.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $177.7M |
| 总资产 | $2.3B | $1.3B |
| 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CSWYOU
| Q4 25 | $40.2M | $85.7M | ||
| Q3 25 | $31.5M | $75.8M | ||
| Q2 25 | $38.0M | $89.3M | ||
| Q1 25 | $225.8M | $87.6M | ||
| Q4 24 | $213.8M | $66.9M | ||
| Q3 24 | $273.2M | $32.9M | ||
| Q2 24 | $18.9M | $39.1M | ||
| Q1 24 | $22.2M | $64.1M |
总债务CSWYOU
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
股东权益CSWYOU
| Q4 25 | $1.1B | $177.7M | ||
| Q3 25 | $1.1B | $148.6M | ||
| Q2 25 | $1.1B | $121.3M | ||
| Q1 25 | $1.1B | $116.7M | ||
| Q4 24 | $1.0B | $198.4M | ||
| Q3 24 | $1.0B | $129.0M | ||
| Q2 24 | $650.2M | $153.5M | ||
| Q1 24 | $615.7M | $165.9M |
总资产CSWYOU
| Q4 25 | $2.3B | $1.3B | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $1.1B | ||
| Q4 24 | $1.4B | $1.2B | ||
| Q3 24 | $1.4B | $858.6M | ||
| Q2 24 | $1.1B | $982.4M | ||
| Q1 24 | $1.0B | $1.0B |
负债/权益比CSWYOU
| 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 | $198.4M |
| 自由现金流经营现金流 - 资本支出 | $22.7M | $187.4M |
| 自由现金流率自由现金流/营收 | 9.8% | 77.8% |
| 资本支出强度资本支出/营收 | 2.6% | 4.6% |
| 现金转化率经营现金流/净利润 | 2.81× | 6.45× |
| 过去12个月自由现金流最近4个季度 | $162.0M | $343.1M |
8季度趋势，按日历期对齐
经营现金流CSWYOU
| Q4 25 | $28.9M | $198.4M | ||
| Q3 25 | $61.8M | $-47.3M | ||
| Q2 25 | $60.6M | $123.0M | ||
| Q1 25 | $27.3M | $98.3M | ||
| Q4 24 | $11.6M | $136.6M | ||
| Q3 24 | $66.8M | $-35.9M | ||
| Q2 24 | $62.7M | $114.6M | ||
| Q1 24 | $22.4M | $80.3M |
自由现金流CSWYOU
| Q4 25 | $22.7M | $187.4M | ||
| Q3 25 | $58.7M | $-53.5M | ||
| Q2 25 | $57.7M | $117.9M | ||
| Q1 25 | $22.8M | $91.3M | ||
| Q4 24 | $8.5M | $133.9M | ||
| Q3 24 | $61.3M | $-37.9M | ||
| Q2 24 | $59.6M | $110.1M | ||
| Q1 24 | $17.5M | $77.6M |
自由现金流率CSWYOU
| Q4 25 | 9.8% | 77.8% | ||
| Q3 25 | 21.2% | -23.3% | ||
| Q2 25 | 21.9% | 53.7% | ||
| Q1 25 | 9.9% | 43.2% | ||
| Q4 24 | 4.4% | 64.9% | ||
| Q3 24 | 26.9% | -19.1% | ||
| Q2 24 | 26.3% | 59.0% | ||
| Q1 24 | 8.3% | 43.3% |
资本支出强度CSWYOU
| Q4 25 | 2.6% | 4.6% | ||
| Q3 25 | 1.1% | 2.7% | ||
| Q2 25 | 1.1% | 2.3% | ||
| Q1 25 | 2.0% | 3.4% | ||
| Q4 24 | 1.6% | 1.3% | ||
| Q3 24 | 2.4% | 1.0% | ||
| Q2 24 | 1.4% | 2.4% | ||
| Q1 24 | 2.3% | 1.6% |
现金转化率CSWYOU
| Q4 25 | 2.81× | 6.45× | ||
| Q3 25 | 1.52× | -1.67× | ||
| Q2 25 | 1.48× | 4.97× | ||
| Q1 25 | 0.78× | 3.87× | ||
| Q4 24 | 0.43× | 1.32× | ||
| Q3 24 | 1.85× | -1.53× | ||
| Q2 24 | 1.62× | 4.75× | ||
| Q1 24 | 0.71× | 4.27× |
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% |
YOU
暂无分部数据
