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Arcosa, Inc.（ACA）とNextpower Inc.（NXT）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
Nextpower Inc.の直近四半期売上が大きい（$909.4M vs $716.7M、Arcosa, Inc.の約1.3倍）。Nextpower Inc.の純利益率が高く（14.4% vs 7.3%、差は7.2%）。Nextpower Inc.の前年同期比売上増加率が高い（33.9% vs 7.6%）。Nextpower Inc.の直近四半期フリーキャッシュフローが多い（$118.5M vs $55.8M）。過去8四半期でNextpower Inc.の売上複合成長率が高い（11.1% vs 9.4%）
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。
Nextpower Inc（証券コード：NXT）は米国カリフォルニア州フリーモントに本社を置くグローバルなエネルギーテクノロジー企業です。世界中の顧客に最先端のエネルギー技術ソリューションと関連サービスを提供し、同分野で高い技術力と市場競争力を有しています。
ACA vs NXT — 直接比較
損益計算書 — Q4 FY2025 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $716.7M | $909.4M |
| 純利益 | $52.1M | $131.2M |
| 粗利率 | 22.9% | 31.7% |
| 営業利益率 | 11.0% | 19.4% |
| 純利益率 | 7.3% | 14.4% |
| 売上前年比 | 7.6% | 33.9% |
| 純利益前年比 | 776.6% | 13.8% |
| EPS（希薄化後） | $1.06 | $0.85 |
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 | $909.4M | ||
| Q3 25 | $797.8M | $905.3M | ||
| Q2 25 | $736.9M | $864.3M | ||
| Q1 25 | $632.0M | $924.3M | ||
| Q4 24 | $666.2M | $679.4M | ||
| Q3 24 | $640.4M | $635.6M | ||
| Q2 24 | $664.7M | $719.9M | ||
| Q1 24 | $598.6M | $736.5M |
| Q4 25 | $52.1M | $131.2M | ||
| Q3 25 | $73.0M | $146.9M | ||
| Q2 25 | $59.7M | $157.2M | ||
| Q1 25 | $23.6M | $156.8M | ||
| Q4 24 | $-7.7M | $115.3M | ||
| Q3 24 | $16.6M | $115.4M | ||
| Q2 24 | $45.6M | $121.7M | ||
| Q1 24 | $39.2M | $205.2M |
| Q4 25 | 22.9% | 31.7% | ||
| Q3 25 | 24.1% | 32.4% | ||
| Q2 25 | 22.5% | 32.6% | ||
| Q1 25 | 19.8% | 33.1% | ||
| Q4 24 | 19.3% | 35.5% | ||
| Q3 24 | 21.3% | 35.4% | ||
| Q2 24 | 20.8% | 33.0% | ||
| Q1 24 | 18.6% | 46.2% |
| Q4 25 | 11.0% | 19.4% | ||
| Q3 25 | 14.1% | 20.0% | ||
| Q2 25 | 12.9% | 21.5% | ||
| Q1 25 | 8.8% | 21.1% | ||
| Q4 24 | 6.5% | 22.1% | ||
| Q3 24 | 5.3% | 21.0% | ||
| Q2 24 | 10.1% | 22.2% | ||
| Q1 24 | 8.9% | 36.8% |
| Q4 25 | 7.3% | 14.4% | ||
| Q3 25 | 9.2% | 16.2% | ||
| Q2 25 | 8.1% | 18.2% | ||
| Q1 25 | 3.7% | 17.0% | ||
| Q4 24 | -1.2% | 17.0% | ||
| Q3 24 | 2.6% | 18.2% | ||
| Q2 24 | 6.9% | 16.9% | ||
| Q1 24 | 6.5% | 27.9% |
| Q4 25 | $1.06 | $0.85 | ||
| Q3 25 | $1.48 | $0.97 | ||
| Q2 25 | $1.22 | $1.04 | ||
| Q1 25 | $0.48 | $1.05 | ||
| Q4 24 | $-0.16 | $0.79 | ||
| Q3 24 | $0.34 | $0.79 | ||
| Q2 24 | $0.93 | $0.84 | ||
| Q1 24 | $0.80 | $1.52 |
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 | $952.6M |
| 総負債低いほど良い | $1.5B | — |
| 株主資本純資産 | $2.6B | $2.2B |
| 総資産 | $5.0B | $3.8B |
| 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
| Q4 25 | $214.6M | $952.6M | ||
| Q3 25 | $220.0M | $845.3M | ||
| Q2 25 | $189.7M | $743.4M | ||
| Q1 25 | $167.9M | $766.1M | ||
| Q4 24 | $187.3M | $693.5M | ||
| Q3 24 | $756.8M | $561.9M | ||
| Q2 24 | $103.7M | $471.9M | ||
| Q1 24 | $176.5M | $474.1M |
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $699.9M | — | ||
| Q1 24 | $600.6M | — |
| Q4 25 | $2.6B | $2.2B | ||
| Q3 25 | $2.6B | $2.0B | ||
| Q2 25 | $2.5B | $1.8B | ||
| Q1 25 | $2.5B | $1.6B | ||
| Q4 24 | $2.4B | $1.4B | ||
| Q3 24 | $2.4B | $1.3B | ||
| Q2 24 | $2.4B | $1.1B | ||
| Q1 24 | $2.4B | $961.0M |
| Q4 25 | $5.0B | $3.8B | ||
| Q3 25 | $5.1B | $3.7B | ||
| Q2 25 | $5.0B | $3.4B | ||
| Q1 25 | $4.9B | $3.2B | ||
| Q4 24 | $4.9B | $3.0B | ||
| Q3 24 | $4.4B | $2.8B | ||
| Q2 24 | $3.8B | $2.6B | ||
| Q1 24 | $3.7B | $2.5B |
| 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 | $123.3M |
| フリーキャッシュフロー営業CF - 設備投資 | $55.8M | $118.5M |
| FCFマージンFCF / 売上 | 7.8% | 13.0% |
| 設備投資強度設備投資 / 売上 | 9.0% | 0.5% |
| キャッシュ転換率営業CF / 純利益 | 2.30× | 0.94× |
| 直近12ヶ月FCF直近4四半期 | $175.5M | $587.3M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $120.0M | $123.3M | ||
| Q3 25 | $160.6M | $186.9M | ||
| Q2 25 | $61.2M | $81.3M | ||
| Q1 25 | $-700.0K | $237.3M | ||
| Q4 24 | $248.2M | $143.8M | ||
| Q3 24 | $135.0M | $153.8M | ||
| Q2 24 | $38.3M | $120.8M | ||
| Q1 24 | $80.5M | $111.5M |
| Q4 25 | $55.8M | $118.5M | ||
| Q3 25 | $121.0M | $171.4M | ||
| Q2 25 | $33.4M | $70.1M | ||
| Q1 25 | $-34.7M | $227.2M | ||
| Q4 24 | $194.9M | $134.9M | ||
| Q3 24 | $100.6M | $141.8M | ||
| Q2 24 | $-9.3M | $118.0M | ||
| Q1 24 | $26.1M | $109.2M |
| Q4 25 | 7.8% | 13.0% | ||
| Q3 25 | 15.2% | 18.9% | ||
| Q2 25 | 4.5% | 8.1% | ||
| Q1 25 | -5.5% | 24.6% | ||
| Q4 24 | 29.3% | 19.9% | ||
| Q3 24 | 15.7% | 22.3% | ||
| Q2 24 | -1.4% | 16.4% | ||
| Q1 24 | 4.4% | 14.8% |
| Q4 25 | 9.0% | 0.5% | ||
| Q3 25 | 5.0% | 1.7% | ||
| Q2 25 | 3.8% | 1.3% | ||
| Q1 25 | 5.4% | 1.1% | ||
| Q4 24 | 8.0% | 1.3% | ||
| Q3 24 | 5.4% | 1.9% | ||
| Q2 24 | 7.2% | 0.4% | ||
| Q1 24 | 9.1% | 0.3% |
| Q4 25 | 2.30× | 0.94× | ||
| Q3 25 | 2.20× | 1.27× | ||
| Q2 25 | 1.03× | 0.52× | ||
| Q1 25 | -0.03× | 1.51× | ||
| Q4 24 | — | 1.25× | ||
| Q3 24 | 8.13× | 1.33× | ||
| Q2 24 | 0.84× | 0.99× | ||
| Q1 24 | 2.05× | 0.54× |
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% |
NXT
| Transferred Over Time | $763.9M | 84% |
| Transferred At Point In Time | $145.4M | 16% |
