vs
Arcosa, Inc.（ACA）とStoneX Group Inc.（SNEX）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
StoneX Group Inc.の直近四半期売上が大きい（$1.2B vs $716.7M、Arcosa, Inc.の約1.7倍）。StoneX Group Inc.の純利益率が高く（11.6% vs 7.3%、差は4.3%）。StoneX Group Inc.の前年同期比売上増加率が高い（81.0% vs 7.6%）。Arcosa, Inc.の直近四半期フリーキャッシュフローが多い（$55.8M vs $-1.3B）。過去8四半期でStoneX Group Inc.の売上複合成長率が高い（53.5% 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。
StoneXグループは米国発の有名な金融サービス企業で、商業ヘッジ、グローバル決済、証券、現物商品、外国為替、清算・執行サービス（CES）の6分野で事業を展開し、世界各国の顧客にニーズに応じた高品質な金融サービスを提供している。
ACA vs SNEX — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $716.7M | $1.2B |
| 純利益 | $52.1M | $139.0M |
| 粗利率 | 22.9% | — |
| 営業利益率 | 11.0% | 15.4% |
| 純利益率 | 7.3% | 11.6% |
| 売上前年比 | 7.6% | 81.0% |
| 純利益前年比 | 776.6% | 63.3% |
| EPS（希薄化後） | $1.06 | $2.50 |
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 | $1.2B | ||
| Q3 25 | $797.8M | $32.7B | ||
| Q2 25 | $736.9M | $851.2M | ||
| Q1 25 | $632.0M | $820.4M | ||
| Q4 24 | $666.2M | $663.1M | ||
| Q3 24 | $640.4M | $31.1B | ||
| Q2 24 | $664.7M | $571.8M | ||
| Q1 24 | $598.6M | $509.2M |
| Q4 25 | $52.1M | $139.0M | ||
| Q3 25 | $73.0M | $85.7M | ||
| Q2 25 | $59.7M | $63.4M | ||
| Q1 25 | $23.6M | $71.7M | ||
| Q4 24 | $-7.7M | $85.1M | ||
| Q3 24 | $16.6M | $76.7M | ||
| Q2 24 | $45.6M | $61.9M | ||
| Q1 24 | $39.2M | $53.1M |
| Q4 25 | 22.9% | — | ||
| Q3 25 | 24.1% | 3.7% | ||
| Q2 25 | 22.5% | — | ||
| Q1 25 | 19.8% | — | ||
| Q4 24 | 19.3% | — | ||
| Q3 24 | 21.3% | 3.0% | ||
| Q2 24 | 20.8% | — | ||
| Q1 24 | 18.6% | — |
| Q4 25 | 11.0% | 15.4% | ||
| Q3 25 | 14.1% | 0.3% | ||
| Q2 25 | 12.9% | -1.3% | ||
| Q1 25 | 8.8% | -1.0% | ||
| Q4 24 | 6.5% | -3.2% | ||
| Q3 24 | 5.3% | -0.0% | ||
| Q2 24 | 10.1% | -4.7% | ||
| Q1 24 | 8.9% | -2.5% |
| Q4 25 | 7.3% | 11.6% | ||
| Q3 25 | 9.2% | 0.3% | ||
| Q2 25 | 8.1% | 7.4% | ||
| Q1 25 | 3.7% | 8.7% | ||
| Q4 24 | -1.2% | 12.8% | ||
| Q3 24 | 2.6% | 0.2% | ||
| Q2 24 | 6.9% | 10.8% | ||
| Q1 24 | 6.5% | 10.4% |
| Q4 25 | $1.06 | $2.50 | ||
| Q3 25 | $1.48 | $0.72 | ||
| Q2 25 | $1.22 | $1.22 | ||
| Q1 25 | $0.48 | $1.41 | ||
| Q4 24 | $-0.16 | $1.69 | ||
| Q3 24 | $0.34 | $2.32 | ||
| Q2 24 | $0.93 | $1.25 | ||
| Q1 24 | $0.80 | $1.09 |
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 | $1.6B |
| 総負債低いほど良い | $1.5B | — |
| 株主資本純資産 | $2.6B | $2.5B |
| 総資産 | $5.0B | $47.8B |
| 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 | $1.6B | ||
| Q3 25 | $220.0M | $1.6B | ||
| Q2 25 | $189.7M | $1.3B | ||
| Q1 25 | $167.9M | $1.3B | ||
| Q4 24 | $187.3M | $1.4B | ||
| Q3 24 | $756.8M | $1.3B | ||
| Q2 24 | $103.7M | $1.2B | ||
| Q1 24 | $176.5M | $1.3B |
| 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 | $2.5B | ||
| Q3 25 | $2.6B | $2.4B | ||
| Q2 25 | $2.5B | $2.0B | ||
| Q1 25 | $2.5B | $1.9B | ||
| Q4 24 | $2.4B | $1.8B | ||
| Q3 24 | $2.4B | $1.7B | ||
| Q2 24 | $2.4B | $1.6B | ||
| Q1 24 | $2.4B | $1.5B |
| Q4 25 | $5.0B | $47.8B | ||
| Q3 25 | $5.1B | $45.3B | ||
| Q2 25 | $5.0B | $34.3B | ||
| Q1 25 | $4.9B | $31.3B | ||
| Q4 24 | $4.9B | $29.6B | ||
| Q3 24 | $4.4B | $27.5B | ||
| Q2 24 | $3.8B | $25.9B | ||
| Q1 24 | $3.7B | $25.7B |
| 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 | $-1.3B |
| フリーキャッシュフロー営業CF - 設備投資 | $55.8M | $-1.3B |
| FCFマージンFCF / 売上 | 7.8% | -106.4% |
| 設備投資強度設備投資 / 売上 | 9.0% | 1.3% |
| キャッシュ転換率営業CF / 純利益 | 2.30× | -9.08× |
| 直近12ヶ月FCF直近4四半期 | $175.5M | $3.5B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $120.0M | $-1.3B | ||
| Q3 25 | $160.6M | $3.5B | ||
| Q2 25 | $61.2M | $1.5B | ||
| Q1 25 | $-700.0K | $-154.5M | ||
| Q4 24 | $248.2M | $-477.8M | ||
| Q3 24 | $135.0M | $192.6M | ||
| Q2 24 | $38.3M | $-622.1M | ||
| Q1 24 | $80.5M | $784.0M |
| Q4 25 | $55.8M | $-1.3B | ||
| Q3 25 | $121.0M | $3.5B | ||
| Q2 25 | $33.4M | $1.5B | ||
| Q1 25 | $-34.7M | $-169.8M | ||
| Q4 24 | $194.9M | $-491.4M | ||
| Q3 24 | $100.6M | $175.9M | ||
| Q2 24 | $-9.3M | $-640.5M | ||
| Q1 24 | $26.1M | $766.6M |
| Q4 25 | 7.8% | -106.4% | ||
| Q3 25 | 15.2% | 10.7% | ||
| Q2 25 | 4.5% | 173.3% | ||
| Q1 25 | -5.5% | -20.7% | ||
| Q4 24 | 29.3% | -74.1% | ||
| Q3 24 | 15.7% | 0.6% | ||
| Q2 24 | -1.4% | -112.0% | ||
| Q1 24 | 4.4% | 150.5% |
| Q4 25 | 9.0% | 1.3% | ||
| Q3 25 | 5.0% | 0.1% | ||
| Q2 25 | 3.8% | 1.9% | ||
| Q1 25 | 5.4% | 1.9% | ||
| Q4 24 | 8.0% | 2.1% | ||
| Q3 24 | 5.4% | 0.1% | ||
| Q2 24 | 7.2% | 3.2% | ||
| Q1 24 | 9.1% | 3.4% |
| Q4 25 | 2.30× | -9.08× | ||
| Q3 25 | 2.20× | 41.18× | ||
| Q2 25 | 1.03× | 23.52× | ||
| Q1 25 | -0.03× | -2.15× | ||
| Q4 24 | — | -5.61× | ||
| Q3 24 | 8.13× | 2.51× | ||
| Q2 24 | 0.84× | -10.05× | ||
| Q1 24 | 2.05× | 14.76× |
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% |
SNEX
セグメントデータなし
