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ADVANCED ENERGY INDUSTRIES INC（AEIS）とAntero Midstream Corp（AM）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
ADVANCED ENERGY INDUSTRIES INCの直近四半期売上が大きい（$489.4M vs $291.1M、Antero Midstream Corpの約1.7倍）。Antero Midstream Corpの純利益率が高く（41.5% vs 10.7%、差は30.8%）。ADVANCED ENERGY INDUSTRIES INCの前年同期比売上増加率が高い（17.8% vs -7.3%）。過去8四半期でADVANCED ENERGY INDUSTRIES INCの売上複合成長率が高い（22.2% vs 3.9%）
Advanced Energy Industries, Inc.は米国コロラド州デンバーに本社を置く多国籍テクノロジー企業です。半導体、フラットパネルディスプレイ、データストレージ、通信ネットワーク機器、工業コーティング、医療機器、太陽電池、建築用ガラスなどの製造向けに高精度な電力変換、計測、制御技術を開発しています。
Antero Midstream Corpは米国のエネルギー企業で、デラウェア州に法人登録され、本社をコロラド州デンバーに置く。同社の石油・天然ガス埋蔵量は全てアパラチア盆地にあり、水圧破砕技術を用いて採掘を行っている。
AEIS vs AM — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $489.4M | $291.1M |
| 純利益 | $52.3M | $120.7M |
| 粗利率 | 38.6% | — |
| 営業利益率 | 11.6% | 60.9% |
| 純利益率 | 10.7% | 41.5% |
| 売上前年比 | 17.8% | -7.3% |
| 純利益前年比 | 7.4% | 2.1% |
| EPS（希薄化後） | $1.32 | $0.25 |
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 | — | $291.1M | ||
| Q4 25 | $489.4M | $297.0M | ||
| Q3 25 | $463.3M | $294.8M | ||
| Q2 25 | $441.5M | $305.5M | ||
| Q1 25 | $404.6M | $291.1M | ||
| Q4 24 | $415.4M | $287.5M | ||
| Q3 24 | $374.2M | $269.9M | ||
| Q2 24 | $364.9M | $269.8M |
| Q1 26 | — | $120.7M | ||
| Q4 25 | $52.3M | $51.9M | ||
| Q3 25 | $46.2M | $116.0M | ||
| Q2 25 | $25.2M | $124.5M | ||
| Q1 25 | $24.7M | $120.7M | ||
| Q4 24 | $48.7M | $111.2M | ||
| Q3 24 | $-14.9M | $99.7M | ||
| Q2 24 | $15.0M | $86.0M |
| Q1 26 | — | — | ||
| Q4 25 | 38.6% | — | ||
| Q3 25 | 37.6% | — | ||
| Q2 25 | 37.0% | — | ||
| Q1 25 | 37.2% | — | ||
| Q4 24 | 37.2% | — | ||
| Q3 24 | 35.8% | — | ||
| Q2 24 | 35.0% | — |
| Q1 26 | — | 60.9% | ||
| Q4 25 | 11.6% | 33.8% | ||
| Q3 25 | 10.6% | 61.2% | ||
| Q2 25 | 7.2% | 61.0% | ||
| Q1 25 | 7.6% | 60.9% | ||
| Q4 24 | 8.2% | 61.8% | ||
| Q3 24 | -3.0% | 60.2% | ||
| Q2 24 | 3.6% | 56.6% |
| Q1 26 | — | 41.5% | ||
| Q4 25 | 10.7% | 17.5% | ||
| Q3 25 | 10.0% | 39.3% | ||
| Q2 25 | 5.7% | 40.8% | ||
| Q1 25 | 6.1% | 41.5% | ||
| Q4 24 | 11.7% | 38.7% | ||
| Q3 24 | -4.0% | 37.0% | ||
| Q2 24 | 4.1% | 31.9% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $1.32 | $0.11 | ||
| Q3 25 | $1.20 | $0.24 | ||
| Q2 25 | $0.67 | $0.26 | ||
| Q1 25 | $0.65 | $0.25 | ||
| Q4 24 | $1.29 | $0.23 | ||
| Q3 24 | $-0.40 | $0.21 | ||
| Q2 24 | $0.40 | $0.18 |
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 | $791.2M | $180.4M |
| 総負債低いほど良い | $567.5M | $3.2B |
| 株主資本純資産 | $1.4B | $2.0B |
| 総資産 | $2.5B | $5.9B |
| 負債/資本比率低いほどレバレッジが低い | 0.42× | 1.63× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $180.4M | ||
| Q4 25 | $791.2M | $180.4M | ||
| Q3 25 | $758.6M | — | ||
| Q2 25 | $713.5M | — | ||
| Q1 25 | $723.0M | — | ||
| Q4 24 | $722.1M | — | ||
| Q3 24 | $657.3M | — | ||
| Q2 24 | $986.1M | — |
| Q1 26 | — | $3.2B | ||
| Q4 25 | $567.5M | $3.2B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.1B | ||
| Q4 24 | $564.7M | $3.1B | ||
| Q3 24 | $564.0M | $3.2B | ||
| Q2 24 | $907.3M | $3.2B |
| Q1 26 | — | $2.0B | ||
| Q4 25 | $1.4B | $2.0B | ||
| Q3 25 | $1.3B | $2.1B | ||
| Q2 25 | $1.3B | $2.1B | ||
| Q1 25 | $1.2B | $2.1B | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $1.2B | $2.1B | ||
| Q2 24 | $1.2B | $2.1B |
| Q1 26 | — | $5.9B | ||
| Q4 25 | $2.5B | $5.9B | ||
| Q3 25 | $2.4B | $5.7B | ||
| Q2 25 | $2.4B | $5.7B | ||
| Q1 25 | $2.3B | $5.8B | ||
| Q4 24 | $2.3B | $5.8B | ||
| Q3 24 | $2.2B | $5.8B | ||
| Q2 24 | $2.5B | $5.8B |
| Q1 26 | — | 1.63× | ||
| Q4 25 | 0.42× | 1.63× | ||
| Q3 25 | — | 1.46× | ||
| Q2 25 | — | 1.45× | ||
| Q1 25 | — | 1.49× | ||
| Q4 24 | 0.47× | 1.47× | ||
| Q3 24 | 0.48× | 1.49× | ||
| Q2 24 | 0.78× | 1.50× |
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 | $80.5M | $198.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $43.0M | — |
| FCFマージンFCF / 売上 | 8.8% | — |
| 設備投資強度設備投資 / 売上 | 7.7% | 11.1% |
| キャッシュ転換率営業CF / 純利益 | 1.54× | 1.65× |
| 直近12ヶ月FCF直近4四半期 | $125.9M | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $198.9M | ||
| Q4 25 | $80.5M | $255.5M | ||
| Q3 25 | $78.7M | $212.8M | ||
| Q2 25 | $45.2M | $265.2M | ||
| Q1 25 | $28.9M | $198.9M | ||
| Q4 24 | $82.7M | $232.7M | ||
| Q3 24 | $34.1M | $184.9M | ||
| Q2 24 | $6.7M | $215.8M |
| Q1 26 | — | — | ||
| Q4 25 | $43.0M | — | ||
| Q3 25 | $50.8M | — | ||
| Q2 25 | $17.1M | — | ||
| Q1 25 | $15.0M | — | ||
| Q4 24 | $69.9M | — | ||
| Q3 24 | $21.4M | $184.3M | ||
| Q2 24 | $-8.1M | $147.2M |
| Q1 26 | — | — | ||
| Q4 25 | 8.8% | — | ||
| Q3 25 | 11.0% | — | ||
| Q2 25 | 3.9% | — | ||
| Q1 25 | 3.7% | — | ||
| Q4 24 | 16.8% | — | ||
| Q3 24 | 5.7% | 68.3% | ||
| Q2 24 | -2.2% | 54.6% |
| Q1 26 | — | 11.1% | ||
| Q4 25 | 7.7% | — | ||
| Q3 25 | 6.0% | — | ||
| Q2 25 | 6.4% | — | ||
| Q1 25 | 3.4% | — | ||
| Q4 24 | 3.1% | 0.0% | ||
| Q3 24 | 3.4% | 0.2% | ||
| Q2 24 | 4.0% | 25.4% |
| Q1 26 | — | 1.65× | ||
| Q4 25 | 1.54× | 4.92× | ||
| Q3 25 | 1.70× | 1.84× | ||
| Q2 25 | 1.79× | 2.13× | ||
| Q1 25 | 1.17× | 1.65× | ||
| Q4 24 | 1.70× | 2.09× | ||
| Q3 24 | — | 1.85× | ||
| Q2 24 | 0.45× | 2.51× |
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
AEIS
| Semiconductor Equipment | $211.6M | 43% |
| Data Center Computing | $177.9M | 36% |
| Industrial And Medical | $78.2M | 16% |
| Telecom And Networking | $21.7M | 4% |
AM
| Gathering and compression–Antero Resources | $238.0M | 82% |
| Other | $52.3M | 18% |
| Water handling–third party | $505.0K | 0% |
| Gathering and compression–third party | $295.0K | 0% |
