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アナログデバイセズ（ADI）とCOMFORT SYSTEMS USA INC（FIX）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
アナログデバイセズの直近四半期売上が大きい（$3.2B vs $2.6B、COMFORT SYSTEMS USA INCの約1.2倍）。アナログデバイセズの純利益率が高く（26.3% vs 12.5%、差は13.8%）。COMFORT SYSTEMS USA INCの前年同期比売上増加率が高い（41.7% vs 30.4%）。アナログデバイセズの直近四半期フリーキャッシュフローが多い（$1.3B vs $402.4M）。過去8四半期でCOMFORT SYSTEMS USA INCの売上複合成長率が高い（31.2% vs 21.0%）
アナログデバイセズ（ADI）は米国マサチューセッツ州ウィルミントンに本社を置く多国籍半導体メーカーで、データ変換、信号処理、電源管理技術を専門としています。同社の製品は通信、産業機器、自動車など多様な分野で使用されており、世界有数のアナログ半導体大手企業として知られています。
Comfort Systems USA Inc.は米国の企業で、機械・電気工事の請負サービスを主力事業としています。事業範囲は空調設備、給排水・配管工事、制御システム、オフサイト建設、モニタリングサービス、消防設備、電気システムの設置及び保守メンテナンスにまで及びます。
ADI vs FIX — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $3.2B | $2.6B |
| 純利益 | $830.8M | $330.8M |
| 粗利率 | 64.7% | 25.5% |
| 営業利益率 | 31.5% | 16.1% |
| 純利益率 | 26.3% | 12.5% |
| 売上前年比 | 30.4% | 41.7% |
| 純利益前年比 | 112.3% | 126.8% |
| EPS（希薄化後） | $1.69 | $9.35 |
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 | $3.2B | — | ||
| Q4 25 | $3.1B | $2.6B | ||
| Q3 25 | $2.9B | $2.5B | ||
| Q2 25 | $2.6B | $2.2B | ||
| Q1 25 | $2.4B | $1.8B | ||
| Q4 24 | $2.4B | $1.9B | ||
| Q3 24 | $2.3B | $1.8B | ||
| Q2 24 | $2.2B | $1.8B |
| Q1 26 | $830.8M | — | ||
| Q4 25 | $787.7M | $330.8M | ||
| Q3 25 | $518.5M | $291.6M | ||
| Q2 25 | $569.8M | $230.8M | ||
| Q1 25 | $391.3M | $169.3M | ||
| Q4 24 | $478.1M | $145.9M | ||
| Q3 24 | $392.2M | $146.2M | ||
| Q2 24 | $302.2M | $134.0M |
| Q1 26 | 64.7% | — | ||
| Q4 25 | 63.1% | 25.5% | ||
| Q3 25 | 62.1% | 24.8% | ||
| Q2 25 | 61.0% | 23.5% | ||
| Q1 25 | 59.0% | 22.0% | ||
| Q4 24 | 58.0% | 23.2% | ||
| Q3 24 | 56.7% | 21.1% | ||
| Q2 24 | 54.7% | 20.1% |
| Q1 26 | 31.5% | — | ||
| Q4 25 | 30.7% | 16.1% | ||
| Q3 25 | 28.4% | 15.5% | ||
| Q2 25 | 25.7% | 13.8% | ||
| Q1 25 | 20.3% | 11.4% | ||
| Q4 24 | 23.3% | 12.1% | ||
| Q3 24 | 21.2% | 11.2% | ||
| Q2 24 | 17.9% | 10.2% |
| Q1 26 | 26.3% | — | ||
| Q4 25 | 25.6% | 12.5% | ||
| Q3 25 | 18.0% | 11.9% | ||
| Q2 25 | 21.6% | 10.6% | ||
| Q1 25 | 16.1% | 9.2% | ||
| Q4 24 | 19.6% | 7.8% | ||
| Q3 24 | 17.0% | 8.1% | ||
| Q2 24 | 14.0% | 7.4% |
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.60 | $9.35 | ||
| Q3 25 | $1.04 | $8.25 | ||
| Q2 25 | $1.14 | $6.53 | ||
| Q1 25 | $0.78 | $4.75 | ||
| Q4 24 | $0.95 | $4.08 | ||
| Q3 24 | $0.79 | $4.09 | ||
| Q2 24 | $0.61 | $3.74 |
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 | $2.9B | $981.9M |
| 総負債低いほど良い | — | $145.2M |
| 株主資本純資産 | $33.8B | $2.4B |
| 総資産 | $48.0B | $6.4B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.06× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $2.9B | — | ||
| Q4 25 | $3.7B | $981.9M | ||
| Q3 25 | $2.3B | $860.5M | ||
| Q2 25 | $2.4B | $331.7M | ||
| Q1 25 | $2.3B | $204.8M | ||
| Q4 24 | $2.4B | $549.9M | ||
| Q3 24 | $2.1B | $415.6M | ||
| Q2 24 | $2.4B | $199.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $145.2M | ||
| Q3 25 | — | $136.0M | ||
| Q2 25 | — | $73.0M | ||
| Q1 25 | — | $67.8M | ||
| Q4 24 | — | $68.3M | ||
| Q3 24 | — | $62.3M | ||
| Q2 24 | — | $73.4M |
| Q1 26 | $33.8B | — | ||
| Q4 25 | $33.8B | $2.4B | ||
| Q3 25 | $34.1B | $2.2B | ||
| Q2 25 | $35.0B | $2.0B | ||
| Q1 25 | $35.1B | $1.8B | ||
| Q4 24 | $35.2B | $1.7B | ||
| Q3 24 | $35.2B | $1.6B | ||
| Q2 24 | $35.2B | $1.5B |
| Q1 26 | $48.0B | — | ||
| Q4 25 | $48.0B | $6.4B | ||
| Q3 25 | $48.2B | $5.8B | ||
| Q2 25 | $47.3B | $5.1B | ||
| Q1 25 | $48.0B | $4.6B | ||
| Q4 24 | $48.2B | $4.7B | ||
| Q3 24 | $48.6B | $4.4B | ||
| Q2 24 | $48.9B | $4.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.06× | ||
| Q2 25 | — | 0.04× | ||
| Q1 25 | — | 0.04× | ||
| Q4 24 | — | 0.04× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.05× |
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 | $1.4B | $468.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $1.3B | $402.4M |
| FCFマージンFCF / 売上 | 39.8% | 15.2% |
| 設備投資強度設備投資 / 売上 | 3.5% | 2.5% |
| キャッシュ転換率営業CF / 純利益 | 1.65× | 1.42× |
| 直近12ヶ月FCF直近4四半期 | $4.6B | $1.0B |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.7B | $468.5M | ||
| Q3 25 | $1.2B | $553.3M | ||
| Q2 25 | $819.5M | $252.5M | ||
| Q1 25 | $1.1B | $-88.0M | ||
| Q4 24 | $1.1B | $210.5M | ||
| Q3 24 | $855.0M | $302.2M | ||
| Q2 24 | $807.9M | $189.9M |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | $402.4M | ||
| Q3 25 | $1.1B | $517.9M | ||
| Q2 25 | $729.2M | $221.2M | ||
| Q1 25 | $977.8M | $-110.2M | ||
| Q4 24 | $885.4M | $169.8M | ||
| Q3 24 | $701.1M | $280.1M | ||
| Q2 24 | $619.7M | $166.5M |
| Q1 26 | 39.8% | — | ||
| Q4 25 | 48.3% | 15.2% | ||
| Q3 25 | 37.7% | 21.1% | ||
| Q2 25 | 27.6% | 10.2% | ||
| Q1 25 | 40.4% | -6.0% | ||
| Q4 24 | 36.2% | 9.1% | ||
| Q3 24 | 30.3% | 15.5% | ||
| Q2 24 | 28.7% | 9.2% |
| Q1 26 | 3.5% | — | ||
| Q4 25 | 7.0% | 2.5% | ||
| Q3 25 | 2.7% | 1.4% | ||
| Q2 25 | 3.4% | 1.4% | ||
| Q1 25 | 6.1% | 1.2% | ||
| Q4 24 | 6.8% | 2.2% | ||
| Q3 24 | 6.7% | 1.2% | ||
| Q2 24 | 8.7% | 1.3% |
| Q1 26 | 1.65× | — | ||
| Q4 25 | 2.16× | 1.42× | ||
| Q3 25 | 2.25× | 1.90× | ||
| Q2 25 | 1.44× | 1.09× | ||
| Q1 25 | 2.88× | -0.52× | ||
| Q4 24 | 2.20× | 1.44× | ||
| Q3 24 | 2.18× | 2.07× | ||
| Q2 24 | 2.67× | 1.42× |
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
ADI
| Sales Channel Directly To Consumer | $1.4B | 44% |
| Automotive | $794.4M | 25% |
| Communications | $476.8M | 15% |
| Consumer | $399.8M | 13% |
| Other | $71.3M | 2% |
| Sales Channel Other | $40.8M | 1% |
FIX
| Electrical Segment | $823.7M | 31% |
| Manufacturing Customer | $542.7M | 21% |
| Existing Building Construction | $491.4M | 19% |
| Healthcare Sector Customer | $220.8M | 8% |
| Service Projects | $153.0M | 6% |
| Education | $137.5M | 5% |
| Government Customer | $131.0M | 5% |
| Office Building Customer | $88.2M | 3% |
| Other Customer | $40.7M | 2% |
| Multi Family And Residential | $33.7M | 1% |
