vs
Arcosa, Inc.（ACA）とAvalonBay Communities（AVB）の財務データ比較。上の社名をクリックして会社を切り替えられます
AvalonBay Communitiesの直近四半期売上が大きい（$767.9M vs $716.7M、Arcosa, Inc.の約1.1倍）。AvalonBay Communitiesの純利益率が高く（9040.6% vs 7.3%、差は9033.3%）。Arcosa, Inc.の前年同期比売上増加率が高い（7.6% vs 3.7%）。AvalonBay Communitiesの直近四半期フリーキャッシュフローが多い（$1.4B vs $55.8M）。過去8四半期でArcosa, Inc.の売上複合成長率が高い（9.4% vs 3.8%）
アルコサ社はインフラ関連製品およびソリューションを提供する企業で、建設、エネルギー、輸送の3つのコアセグメントで事業を展開しています。主に北米市場の顧客向けに公共施設用構造部品、建設用骨材、輸送用部品などを供給し、重要なインフラ開発プロジェクトを支えています。
アバロンベイ・コミュニティーズは上場不動産投資信託（REIT）で、アパート物件を中心に投資事業を展開している。優れた立地のアパートを多数保有・運営し、入居者に高品質な居住サービスを提供しており、北米の住宅不動産投資分野で高い知名度と専門的評価を得ている。
ACA vs AVB — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $716.7M | $767.9M |
| 純利益 | $52.1M | $166.0M |
| 粗利率 | 22.9% | — |
| 営業利益率 | 11.0% | 64.2% |
| 純利益率 | 7.3% | 9040.6% |
| 売上前年比 | 7.6% | 3.7% |
| 純利益前年比 | 776.6% | -41.2% |
| EPS（希薄化後） | $1.06 | $1.18 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $716.7M | $767.9M | ||
| Q3 25 | $797.8M | $766.8M | ||
| Q2 25 | $736.9M | $760.2M | ||
| Q1 25 | $632.0M | $745.9M | ||
| Q4 24 | $666.2M | $740.5M | ||
| Q3 24 | $640.4M | $734.3M | ||
| Q2 24 | $664.7M | $726.0M | ||
| Q1 24 | $598.6M | $712.9M |
| Q4 25 | $52.1M | $166.0M | ||
| Q3 25 | $73.0M | $381.3M | ||
| Q2 25 | $59.7M | $268.7M | ||
| Q1 25 | $23.6M | $236.6M | ||
| Q4 24 | $-7.7M | $282.1M | ||
| Q3 24 | $16.6M | $372.5M | ||
| Q2 24 | $45.6M | $253.9M | ||
| Q1 24 | $39.2M | $173.4M |
| Q4 25 | 22.9% | — | ||
| Q3 25 | 24.1% | — | ||
| Q2 25 | 22.5% | — | ||
| Q1 25 | 19.8% | — | ||
| Q4 24 | 19.3% | — | ||
| Q3 24 | 21.3% | — | ||
| Q2 24 | 20.8% | — | ||
| Q1 24 | 18.6% | — |
| Q4 25 | 11.0% | 64.2% | ||
| Q3 25 | 14.1% | 65.7% | ||
| Q2 25 | 12.9% | 67.6% | ||
| Q1 25 | 8.8% | 68.5% | ||
| Q4 24 | 6.5% | 63.1% | ||
| Q3 24 | 5.3% | 65.4% | ||
| Q2 24 | 10.1% | 66.6% | ||
| Q1 24 | 8.9% | 67.2% |
| Q4 25 | 7.3% | 9040.6% | ||
| Q3 25 | 9.2% | 49.7% | ||
| Q2 25 | 8.1% | 35.3% | ||
| Q1 25 | 3.7% | 31.7% | ||
| Q4 24 | -1.2% | 38.1% | ||
| Q3 24 | 2.6% | 50.7% | ||
| Q2 24 | 6.9% | 35.0% | ||
| Q1 24 | 6.5% | 24.3% |
| Q4 25 | $1.06 | $1.18 | ||
| Q3 25 | $1.48 | $2.68 | ||
| Q2 25 | $1.22 | $1.88 | ||
| Q1 25 | $0.48 | $1.66 | ||
| Q4 24 | $-0.16 | $1.99 | ||
| Q3 24 | $0.34 | $2.61 | ||
| Q2 24 | $0.93 | $1.78 | ||
| Q1 24 | $0.80 | $1.22 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $214.6M | $187.2M |
| 総負債低いほど良い | $1.5B | $9.3B |
| 株主資本純資産 | $2.6B | $11.6B |
| 総資産 | $5.0B | $22.2B |
| 負債/資本比率低いほどレバレッジが低い | 0.57× | 0.80× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $214.6M | $187.2M | ||
| Q3 25 | $220.0M | $123.3M | ||
| Q2 25 | $189.7M | $102.8M | ||
| Q1 25 | $167.9M | $53.3M | ||
| Q4 24 | $187.3M | $108.6M | ||
| Q3 24 | $756.8M | $552.4M | ||
| Q2 24 | $103.7M | $545.8M | ||
| Q1 24 | $176.5M | $287.9M |
| Q4 25 | $1.5B | $9.3B | ||
| Q3 25 | $1.6B | $8.7B | ||
| Q2 25 | $1.7B | $8.7B | ||
| Q1 25 | $1.7B | $8.3B | ||
| Q4 24 | $1.7B | $8.1B | ||
| Q3 24 | $1.2B | $8.4B | ||
| Q2 24 | $699.9M | $8.4B | ||
| Q1 24 | $600.6M | $8.0B |
| Q4 25 | $2.6B | $11.6B | ||
| Q3 25 | $2.6B | $11.9B | ||
| Q2 25 | $2.5B | $11.9B | ||
| Q1 25 | $2.5B | $11.9B | ||
| Q4 24 | $2.4B | $11.9B | ||
| Q3 24 | $2.4B | $11.9B | ||
| Q2 24 | $2.4B | $11.7B | ||
| Q1 24 | $2.4B | $11.7B |
| Q4 25 | $5.0B | $22.2B | ||
| Q3 25 | $5.1B | $21.9B | ||
| Q2 25 | $5.0B | $21.8B | ||
| Q1 25 | $4.9B | $21.2B | ||
| Q4 24 | $4.9B | $21.0B | ||
| Q3 24 | $4.4B | $21.3B | ||
| Q2 24 | $3.8B | $21.0B | ||
| Q1 24 | $3.7B | $20.6B |
| Q4 25 | 0.57× | 0.80× | ||
| Q3 25 | 0.61× | 0.73× | ||
| Q2 25 | 0.67× | 0.72× | ||
| Q1 25 | 0.68× | 0.70× | ||
| Q4 24 | 0.69× | 0.68× | ||
| Q3 24 | 0.51× | 0.70× | ||
| Q2 24 | 0.29× | 0.71× | ||
| Q1 24 | 0.25× | 0.68× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $120.0M | $1.7B |
| フリーキャッシュフロー営業CF - 設備投資 | $55.8M | $1.4B |
| FCFマージンFCF / 売上 | 7.8% | 183.5% |
| 設備投資強度設備投資 / 売上 | 9.0% | 34.1% |
| キャッシュ転換率営業CF / 純利益 | 2.30× | 10.07× |
| 直近12ヶ月FCF直近4四半期 | $175.5M | $2.5B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $120.0M | $1.7B | ||
| Q3 25 | $160.6M | $477.0M | ||
| Q2 25 | $61.2M | $377.8M | ||
| Q1 25 | $-700.0K | $415.9M | ||
| Q4 24 | $248.2M | $1.6B | ||
| Q3 24 | $135.0M | $486.2M | ||
| Q2 24 | $38.3M | $380.0M | ||
| Q1 24 | $80.5M | $412.9M |
| Q4 25 | $55.8M | $1.4B | ||
| Q3 25 | $121.0M | $402.2M | ||
| Q2 25 | $33.4M | $317.1M | ||
| Q1 25 | $-34.7M | $367.5M | ||
| Q4 24 | $194.9M | $1.4B | ||
| Q3 24 | $100.6M | $434.2M | ||
| Q2 24 | $-9.3M | $333.0M | ||
| Q1 24 | $26.1M | $375.4M |
| Q4 25 | 7.8% | 183.5% | ||
| Q3 25 | 15.2% | 52.5% | ||
| Q2 25 | 4.5% | 41.7% | ||
| Q1 25 | -5.5% | 49.3% | ||
| Q4 24 | 29.3% | 191.0% | ||
| Q3 24 | 15.7% | 59.1% | ||
| Q2 24 | -1.4% | 45.9% | ||
| Q1 24 | 4.4% | 52.7% |
| Q4 25 | 9.0% | 34.1% | ||
| Q3 25 | 5.0% | 9.8% | ||
| Q2 25 | 3.8% | 8.0% | ||
| Q1 25 | 5.4% | 6.5% | ||
| Q4 24 | 8.0% | 26.1% | ||
| Q3 24 | 5.4% | 7.1% | ||
| Q2 24 | 7.2% | 6.5% | ||
| Q1 24 | 9.1% | 5.3% |
| Q4 25 | 2.30× | 10.07× | ||
| Q3 25 | 2.20× | 1.25× | ||
| Q2 25 | 1.03× | 1.41× | ||
| Q1 25 | -0.03× | 1.76× | ||
| Q4 24 | — | 5.70× | ||
| Q3 24 | 8.13× | 1.31× | ||
| Q2 24 | 0.84× | 1.50× | ||
| Q1 24 | 2.05× | 2.38× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
ACA
| Engineered Structures | $301.1M | 42% |
| Total Construction Materials | $276.8M | 39% |
| Specialty Materials And Asphalt | $110.2M | 15% |
| Construction Site Support | $28.6M | 4% |
AVB
セグメントデータなし
