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エイコム(ACM)とVertiv Holdings Co(VRT)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
エイコムの直近四半期売上が大きい($3.8B vs $2.6B、Vertiv Holdings Coの約1.4倍)。Vertiv Holdings Coの純利益率が高く(14.7% vs 1.9%、差は12.8%)。Vertiv Holdings Coの前年同期比売上増加率が高い(30.1% vs 1.6%)。Vertiv Holdings Coの直近四半期フリーキャッシュフローが多い($652.8M vs $41.9M)。過去8四半期でVertiv Holdings Coの売上複合成長率が高い(16.5% vs -1.4%)
AECOMは米国テキサス州ダラスに本社を置く多国籍インフラストラクチャーコンサルティング企業で、交通、建築、上下水道、エネルギーなど多岐にわたる分野のプロジェクトに対し、計画、設計、プロジェクトマネジメントなどの統合的な専門ソリューションを提供し、世界のインフラコンサル業界でトップクラスの地位を占めています。
Vertiv Holdings Coはアメリカ発祥の多国籍企業で、データセンター、通信ネットワーク、商業施設及び産業現場向けに重要なインフラストラクチャーと関連サービスを提供し、顧客の重要業務の安定的な運用を支援している。
ACM vs VRT — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | ||
|---|---|---|
| 売上 | $3.8B | $2.6B |
| 純利益 | $74.5M | $390.1M |
| 粗利率 | 7.3% | 37.7% |
| 営業利益率 | 5.8% | — |
| 純利益率 | 1.9% | 14.7% |
| 売上前年比 | 1.6% | 30.1% |
| 純利益前年比 | -48.0% | — |
| EPS(希薄化後) | $0.56 | $0.99 |
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
| Q1 26 | $3.8B | $2.6B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | $4.2B | $2.7B | ||
| Q2 25 | $4.2B | $2.6B | ||
| Q1 25 | $3.8B | $2.0B | ||
| Q4 24 | $4.0B | $2.3B | ||
| Q3 24 | $4.1B | $2.1B | ||
| Q2 24 | $4.2B | $2.0B |
| Q1 26 | $74.5M | $390.1M | ||
| Q4 25 | — | $445.6M | ||
| Q3 25 | $120.4M | $398.5M | ||
| Q2 25 | $131.0M | $324.2M | ||
| Q1 25 | $143.4M | $164.5M | ||
| Q4 24 | $167.0M | $147.0M | ||
| Q3 24 | $172.5M | $176.6M | ||
| Q2 24 | $134.3M | $178.1M |
| Q1 26 | 7.3% | 37.7% | ||
| Q4 25 | — | 38.9% | ||
| Q3 25 | 7.9% | 37.8% | ||
| Q2 25 | 7.8% | 34.0% | ||
| Q1 25 | 7.7% | 33.7% | ||
| Q4 24 | 6.7% | 37.1% | ||
| Q3 24 | 7.2% | 36.5% | ||
| Q2 24 | 6.9% | 38.0% |
| Q1 26 | 5.8% | — | ||
| Q4 25 | — | 20.1% | ||
| Q3 25 | 5.7% | 19.3% | ||
| Q2 25 | 7.0% | 16.8% | ||
| Q1 25 | 6.8% | 14.3% | ||
| Q4 24 | 5.9% | 19.5% | ||
| Q3 24 | 5.8% | 17.9% | ||
| Q2 24 | 5.5% | 17.2% |
| Q1 26 | 1.9% | 14.7% | ||
| Q4 25 | — | 15.5% | ||
| Q3 25 | 2.9% | 14.9% | ||
| Q2 25 | 3.1% | 12.3% | ||
| Q1 25 | 3.8% | 8.1% | ||
| Q4 24 | 4.2% | 6.3% | ||
| Q3 24 | 4.2% | 8.5% | ||
| Q2 24 | 3.2% | 9.1% |
| Q1 26 | $0.56 | $0.99 | ||
| Q4 25 | — | $1.14 | ||
| Q3 25 | $0.90 | $1.02 | ||
| Q2 25 | $0.98 | $0.83 | ||
| Q1 25 | $1.08 | $0.42 | ||
| Q4 24 | $1.25 | $0.38 | ||
| Q3 24 | $1.27 | $0.46 | ||
| Q2 24 | $0.98 | $0.46 |
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 | $1.2B | $2.5B |
| 総負債低いほど良い | $2.6B | $0 |
| 株主資本純資産 | $2.2B | $4.2B |
| 総資産 | $11.9B | $13.4B |
| 負債/資本比率低いほどレバレッジが低い | 1.18× | 0.00× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $1.2B | $2.5B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | $1.6B | $1.4B | ||
| Q2 25 | $1.8B | $1.6B | ||
| Q1 25 | $1.6B | $1.5B | ||
| Q4 24 | $1.6B | $1.2B | ||
| Q3 24 | $1.6B | $908.7M | ||
| Q2 24 | $1.6B | $579.7M |
| Q1 26 | $2.6B | $0 | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | $2.6B | $2.9B | ||
| Q2 25 | $2.5B | $2.9B | ||
| Q1 25 | $2.5B | $2.9B | ||
| Q4 24 | $2.5B | $2.9B | ||
| Q3 24 | $2.5B | $2.9B | ||
| Q2 24 | $2.5B | $2.9B |
| Q1 26 | $2.2B | $4.2B | ||
| Q4 25 | — | $3.9B | ||
| Q3 25 | $2.5B | $3.5B | ||
| Q2 25 | $2.5B | $3.1B | ||
| Q1 25 | $2.3B | $2.7B | ||
| Q4 24 | $2.2B | $2.4B | ||
| Q3 24 | $2.2B | $1.8B | ||
| Q2 24 | $2.3B | $1.5B |
| Q1 26 | $11.9B | $13.4B | ||
| Q4 25 | — | $12.2B | ||
| Q3 25 | $12.2B | $10.8B | ||
| Q2 25 | $12.3B | $10.4B | ||
| Q1 25 | $11.8B | $9.5B | ||
| Q4 24 | $11.8B | $9.1B | ||
| Q3 24 | $12.1B | $8.9B | ||
| Q2 24 | $12.0B | $8.1B |
| Q1 26 | 1.18× | 0.00× | ||
| Q4 25 | — | 0.74× | ||
| Q3 25 | 1.06× | 0.83× | ||
| Q2 25 | 0.99× | 0.93× | ||
| Q1 25 | 1.07× | 1.10× | ||
| Q4 24 | 1.11× | 1.20× | ||
| Q3 24 | 1.12× | 1.62× | ||
| Q2 24 | 1.07× | 1.91× |
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 | $70.2M | — |
| フリーキャッシュフロー営業CF - 設備投資 | $41.9M | $652.8M |
| FCFマージンFCF / 売上 | 1.1% | 24.6% |
| 設備投資強度設備投資 / 売上 | 0.7% | 4.2% |
| キャッシュ転換率営業CF / 純利益 | 0.94× | — |
| 直近12ヶ月FCF直近4四半期 | $616.0M | $2.3B |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $70.2M | — | ||
| Q4 25 | — | $978.9M | ||
| Q3 25 | $196.1M | $508.7M | ||
| Q2 25 | $283.7M | $322.9M | ||
| Q1 25 | $190.7M | $303.3M | ||
| Q4 24 | $151.1M | $425.2M | ||
| Q3 24 | $298.8M | $378.2M | ||
| Q2 24 | $291.3M | $378.4M |
| Q1 26 | $41.9M | $652.8M | ||
| Q4 25 | — | $885.6M | ||
| Q3 25 | $134.1M | $463.5M | ||
| Q2 25 | $261.7M | $277.9M | ||
| Q1 25 | $178.3M | $266.8M | ||
| Q4 24 | $110.9M | $364.5M | ||
| Q3 24 | $274.5M | $341.8M | ||
| Q2 24 | $272.8M | $344.3M |
| Q1 26 | 1.1% | 24.6% | ||
| Q4 25 | — | 30.8% | ||
| Q3 25 | 3.2% | 17.3% | ||
| Q2 25 | 6.3% | 10.5% | ||
| Q1 25 | 4.7% | 13.1% | ||
| Q4 24 | 2.8% | 15.5% | ||
| Q3 24 | 6.7% | 16.5% | ||
| Q2 24 | 6.6% | 17.6% |
| Q1 26 | 0.7% | 4.2% | ||
| Q4 25 | — | 3.2% | ||
| Q3 25 | 1.5% | 1.7% | ||
| Q2 25 | 0.5% | 1.7% | ||
| Q1 25 | 0.3% | 1.8% | ||
| Q4 24 | 1.0% | 2.6% | ||
| Q3 24 | 0.6% | 1.8% | ||
| Q2 24 | 0.4% | 1.7% |
| Q1 26 | 0.94× | — | ||
| Q4 25 | — | 2.20× | ||
| Q3 25 | 1.63× | 1.28× | ||
| Q2 25 | 2.17× | 1.00× | ||
| Q1 25 | 1.33× | 1.84× | ||
| Q4 24 | 0.90× | 2.89× | ||
| Q3 24 | 1.73× | 2.14× | ||
| Q2 24 | 2.17× | 2.12× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図