vs
Arcosa, Inc.（ACA）とFair Isaac（FICO）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
Arcosa, Inc.の直近四半期売上が大きい（$716.7M vs $512.0M、Fair Isaacの約1.4倍）。Fair Isaacの純利益率が高く（30.9% vs 7.3%、差は23.7%）。Fair Isaacの前年同期比売上増加率が高い（16.4% vs 7.6%）。Fair Isaacの直近四半期フリーキャッシュフローが多い（$173.9M 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 8.6%）
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。
FICO（旧社名Fair, Isaac and Company）は米国モンタナ州ボーズマンに本社を置くデータ分析企業で、1956年にビル・フェアとアール・アイザックにより創業されました。消費者の信用リスクを測定するFICOスコアは、米国の消費者融資業界で広く活用されています。
ACA vs FICO — 直接比較
売上が大きい
ACA
1.4倍大きい
$512.0M
売上成長率が高い
FICO
+8.8%の差
7.6%
純利益率が高い
FICO
純利益率が23.7%高い
7.3%
フリーキャッシュフローが多い
FICO
FCF $118.1M多い
$55.8M
2年売上CAGRが高い
ACA
2年複合成長率
8.6%
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $716.7M | $512.0M |
| 純利益 | $52.1M | $158.4M |
| 粗利率 | 22.9% | 83.0% |
| 営業利益率 | 11.0% | 45.7% |
| 純利益率 | 7.3% | 30.9% |
| 売上前年比 | 7.6% | 16.4% |
| 純利益前年比 | 776.6% | 3.8% |
| EPS（希薄化後） | $1.06 | $6.61 |
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
売上ACAFICO
| Q4 25 | $716.7M | $512.0M | ||
| Q3 25 | $797.8M | $515.8M | ||
| Q2 25 | $736.9M | $536.4M | ||
| Q1 25 | $632.0M | $498.7M | ||
| Q4 24 | $666.2M | $440.0M | ||
| Q3 24 | $640.4M | $453.8M | ||
| Q2 24 | $664.7M | $447.8M | ||
| Q1 24 | $598.6M | $433.8M |
純利益ACAFICO
| Q4 25 | $52.1M | $158.4M | ||
| Q3 25 | $73.0M | $155.0M | ||
| Q2 25 | $59.7M | $181.8M | ||
| Q1 25 | $23.6M | $162.6M | ||
| Q4 24 | $-7.7M | $152.5M | ||
| Q3 24 | $16.6M | $135.7M | ||
| Q2 24 | $45.6M | $126.3M | ||
| Q1 24 | $39.2M | $129.8M |
粗利率ACAFICO
| Q4 25 | 22.9% | 83.0% | ||
| Q3 25 | 24.1% | 82.3% | ||
| Q2 25 | 22.5% | 83.7% | ||
| Q1 25 | 19.8% | 82.4% | ||
| Q4 24 | 19.3% | 80.1% | ||
| Q3 24 | 21.3% | 80.3% | ||
| Q2 24 | 20.8% | 80.3% | ||
| Q1 24 | 18.6% | 80.0% |
営業利益率ACAFICO
| Q4 25 | 11.0% | 45.7% | ||
| Q3 25 | 14.1% | 46.0% | ||
| Q2 25 | 12.9% | 48.9% | ||
| Q1 25 | 8.8% | 49.3% | ||
| Q4 24 | 6.5% | 40.8% | ||
| Q3 24 | 5.3% | 43.4% | ||
| Q2 24 | 10.1% | 42.5% | ||
| Q1 24 | 8.9% | 44.9% |
純利益率ACAFICO
| Q4 25 | 7.3% | 30.9% | ||
| Q3 25 | 9.2% | 30.1% | ||
| Q2 25 | 8.1% | 33.9% | ||
| Q1 25 | 3.7% | 32.6% | ||
| Q4 24 | -1.2% | 34.7% | ||
| Q3 24 | 2.6% | 29.9% | ||
| Q2 24 | 6.9% | 28.2% | ||
| Q1 24 | 6.5% | 29.9% |
EPS（希薄化後）ACAFICO
| Q4 25 | $1.06 | $6.61 | ||
| Q3 25 | $1.48 | $6.41 | ||
| Q2 25 | $1.22 | $7.40 | ||
| Q1 25 | $0.48 | $6.59 | ||
| Q4 24 | $-0.16 | $6.14 | ||
| Q3 24 | $0.34 | $5.44 | ||
| Q2 24 | $0.93 | $5.05 | ||
| Q1 24 | $0.80 | $5.16 |
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 | $162.0M |
| 総負債低いほど良い | $1.5B | $3.2B |
| 株主資本純資産 | $2.6B | $-1.8B |
| 総資産 | $5.0B | $1.9B |
| 負債/資本比率低いほどレバレッジが低い | 0.57× | — |
8四半期トレンド — 暦四半期で整列
現金・短期投資ACAFICO
| Q4 25 | $214.6M | $162.0M | ||
| Q3 25 | $220.0M | $134.1M | ||
| Q2 25 | $189.7M | $189.0M | ||
| Q1 25 | $167.9M | $146.6M | ||
| Q4 24 | $187.3M | $184.3M | ||
| Q3 24 | $756.8M | $150.7M | ||
| Q2 24 | $103.7M | $156.0M | ||
| Q1 24 | $176.5M | $135.7M |
総負債ACAFICO
| Q4 25 | $1.5B | $3.2B | ||
| Q3 25 | $1.6B | $3.1B | ||
| Q2 25 | $1.7B | $2.8B | ||
| Q1 25 | $1.7B | $2.5B | ||
| Q4 24 | $1.7B | $2.4B | ||
| Q3 24 | $1.2B | $2.2B | ||
| Q2 24 | $699.9M | $2.1B | ||
| Q1 24 | $600.6M | $2.0B |
株主資本ACAFICO
| Q4 25 | $2.6B | $-1.8B | ||
| Q3 25 | $2.6B | $-1.7B | ||
| Q2 25 | $2.5B | $-1.4B | ||
| Q1 25 | $2.5B | $-1.1B | ||
| Q4 24 | $2.4B | $-1.1B | ||
| Q3 24 | $2.4B | $-962.7M | ||
| Q2 24 | $2.4B | $-829.3M | ||
| Q1 24 | $2.4B | $-735.7M |
総資産ACAFICO
| Q4 25 | $5.0B | $1.9B | ||
| Q3 25 | $5.1B | $1.9B | ||
| Q2 25 | $5.0B | $1.9B | ||
| Q1 25 | $4.9B | $1.8B | ||
| Q4 24 | $4.9B | $1.7B | ||
| Q3 24 | $4.4B | $1.7B | ||
| Q2 24 | $3.8B | $1.7B | ||
| Q1 24 | $3.7B | $1.7B |
負債/資本比率ACAFICO
| Q4 25 | 0.57× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.67× | — | ||
| Q1 25 | 0.68× | — | ||
| Q4 24 | 0.69× | — | ||
| Q3 24 | 0.51× | — | ||
| Q2 24 | 0.29× | — | ||
| Q1 24 | 0.25× | — |
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 | $174.1M |
| フリーキャッシュフロー営業CF - 設備投資 | $55.8M | $173.9M |
| FCFマージンFCF / 売上 | 7.8% | 34.0% |
| 設備投資強度設備投資 / 売上 | 9.0% | 0.0% |
| キャッシュ転換率営業CF / 純利益 | 2.30× | 1.10× |
| 直近12ヶ月FCF直近4四半期 | $175.5M | $750.6M |
8四半期トレンド — 暦四半期で整列
営業キャッシュフローACAFICO
| Q4 25 | $120.0M | $174.1M | ||
| Q3 25 | $160.6M | $223.7M | ||
| Q2 25 | $61.2M | $286.2M | ||
| Q1 25 | $-700.0K | $74.9M | ||
| Q4 24 | $248.2M | $194.0M | ||
| Q3 24 | $135.0M | $226.5M | ||
| Q2 24 | $38.3M | $213.3M | ||
| Q1 24 | $80.5M | $71.0M |
フリーキャッシュフローACAFICO
| Q4 25 | $55.8M | $173.9M | ||
| Q3 25 | $121.0M | $219.5M | ||
| Q2 25 | $33.4M | $284.4M | ||
| Q1 25 | $-34.7M | $72.8M | ||
| Q4 24 | $194.9M | $193.2M | ||
| Q3 24 | $100.6M | $224.7M | ||
| Q2 24 | $-9.3M | $211.6M | ||
| Q1 24 | $26.1M | $67.0M |
FCFマージンACAFICO
| Q4 25 | 7.8% | 34.0% | ||
| Q3 25 | 15.2% | 42.6% | ||
| Q2 25 | 4.5% | 53.0% | ||
| Q1 25 | -5.5% | 14.6% | ||
| Q4 24 | 29.3% | 43.9% | ||
| Q3 24 | 15.7% | 49.5% | ||
| Q2 24 | -1.4% | 47.2% | ||
| Q1 24 | 4.4% | 15.4% |
設備投資強度ACAFICO
| Q4 25 | 9.0% | 0.0% | ||
| Q3 25 | 5.0% | 0.8% | ||
| Q2 25 | 3.8% | 0.3% | ||
| Q1 25 | 5.4% | 0.4% | ||
| Q4 24 | 8.0% | 0.2% | ||
| Q3 24 | 5.4% | 0.4% | ||
| Q2 24 | 7.2% | 0.4% | ||
| Q1 24 | 9.1% | 0.9% |
キャッシュ転換率ACAFICO
| Q4 25 | 2.30× | 1.10× | ||
| Q3 25 | 2.20× | 1.44× | ||
| Q2 25 | 1.03× | 1.57× | ||
| Q1 25 | -0.03× | 0.46× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | 8.13× | 1.67× | ||
| Q2 24 | 0.84× | 1.69× | ||
| Q1 24 | 2.05× | 0.55× |
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% |
FICO
| Business To Business Scores | $248.6M | 49% |
| Saa S Products | $115.7M | 23% |
| Platform Software | $73.9M | 14% |
| Business To Consumer Scores | $55.9M | 11% |
| Technology Service | $19.2M | 4% |
