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ADVANCED ENERGY INDUSTRIES INC（AEIS）とアンフェノール（APH）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
アンフェノールの直近四半期売上が大きい（$6.4B vs $489.4M、ADVANCED ENERGY INDUSTRIES INCの約13.2倍）。アンフェノールの純利益率が高く（18.6% vs 10.7%、差は7.9%）。アンフェノールの前年同期比売上増加率が高い（49.1% vs 17.8%）。アンフェノールの直近四半期フリーキャッシュフローが多い（$1.5B vs $43.0M）。過去8四半期でアンフェノールの売上複合成長率が高い（40.6% vs 22.2%）
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。
アンフェノールは米国発祥の電子部品メーカーで、電子コネクタ、光ファイバーコネクタ、同軸ケーブルをはじめとする各種ケーブルや相互接続システムを主力製品としています。社名は創業時の社名「American Phenolic Corp」を組み合わせた造語です。
AEIS vs APH — 直接比較
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $489.4M | $6.4B |
| 純利益 | $52.3M | $1.2B |
| 粗利率 | 38.6% | 38.2% |
| 営業利益率 | 11.6% | 26.8% |
| 純利益率 | 10.7% | 18.6% |
| 売上前年比 | 17.8% | 49.1% |
| 純利益前年比 | 7.4% | 60.2% |
| EPS（希薄化後） | $1.32 | $0.93 |
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 | $489.4M | $6.4B | ||
| Q3 25 | $463.3M | $6.2B | ||
| Q2 25 | $441.5M | $5.7B | ||
| Q1 25 | $404.6M | $4.8B | ||
| Q4 24 | $415.4M | $4.3B | ||
| Q3 24 | $374.2M | $4.0B | ||
| Q2 24 | $364.9M | $3.6B | ||
| Q1 24 | $327.5M | $3.3B |
| Q4 25 | $52.3M | $1.2B | ||
| Q3 25 | $46.2M | $1.2B | ||
| Q2 25 | $25.2M | $1.1B | ||
| Q1 25 | $24.7M | $737.8M | ||
| Q4 24 | $48.7M | $746.1M | ||
| Q3 24 | $-14.9M | $604.4M | ||
| Q2 24 | $15.0M | $524.8M | ||
| Q1 24 | $5.4M | $548.7M |
| Q4 25 | 38.6% | 38.2% | ||
| Q3 25 | 37.6% | 38.1% | ||
| Q2 25 | 37.0% | 36.3% | ||
| Q1 25 | 37.2% | 34.2% | ||
| Q4 24 | 37.2% | 34.3% | ||
| Q3 24 | 35.8% | 33.6% | ||
| Q2 24 | 35.0% | 33.6% | ||
| Q1 24 | 34.5% | 33.4% |
| Q4 25 | 11.6% | 26.8% | ||
| Q3 25 | 10.6% | 27.5% | ||
| Q2 25 | 7.2% | 25.1% | ||
| Q1 25 | 7.6% | 21.3% | ||
| Q4 24 | 8.2% | 22.1% | ||
| Q3 24 | -3.0% | 20.3% | ||
| Q2 24 | 3.6% | 19.4% | ||
| Q1 24 | 0.2% | 21.0% |
| Q4 25 | 10.7% | 18.6% | ||
| Q3 25 | 10.0% | 20.1% | ||
| Q2 25 | 5.7% | 19.3% | ||
| Q1 25 | 6.1% | 15.3% | ||
| Q4 24 | 11.7% | 17.3% | ||
| Q3 24 | -4.0% | 15.0% | ||
| Q2 24 | 4.1% | 14.5% | ||
| Q1 24 | 1.6% | 16.9% |
| Q4 25 | $1.32 | $0.93 | ||
| Q3 25 | $1.20 | $0.97 | ||
| Q2 25 | $0.67 | $0.86 | ||
| Q1 25 | $0.65 | $0.58 | ||
| Q4 24 | $1.29 | $0.16 | ||
| Q3 24 | $-0.40 | $0.48 | ||
| Q2 24 | $0.40 | $0.41 | ||
| Q1 24 | $0.14 | $0.87 |
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 | $11.4B |
| 総負債低いほど良い | $567.5M | $14.6B |
| 株主資本純資産 | $1.4B | $13.4B |
| 総資産 | $2.5B | $36.2B |
| 負債/資本比率低いほどレバレッジが低い | 0.42× | 1.09× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $791.2M | $11.4B | ||
| Q3 25 | $758.6M | $3.9B | ||
| Q2 25 | $713.5M | $3.2B | ||
| Q1 25 | $723.0M | $1.7B | ||
| Q4 24 | $722.1M | $3.3B | ||
| Q3 24 | $657.3M | $1.6B | ||
| Q2 24 | $986.1M | $1.3B | ||
| Q1 24 | $1.0B | $2.0B |
| Q4 25 | $567.5M | $14.6B | ||
| Q3 25 | — | $7.1B | ||
| Q2 25 | — | $7.1B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | $564.7M | $6.5B | ||
| Q3 24 | $564.0M | $5.1B | ||
| Q2 24 | $907.3M | $5.0B | ||
| Q1 24 | $911.5M | $3.6B |
| Q4 25 | $1.4B | $13.4B | ||
| Q3 25 | $1.3B | $12.5B | ||
| Q2 25 | $1.3B | $11.5B | ||
| Q1 25 | $1.2B | $10.3B | ||
| Q4 24 | $1.2B | $9.8B | ||
| Q3 24 | $1.2B | $9.5B | ||
| Q2 24 | $1.2B | $9.0B | ||
| Q1 24 | $1.1B | $8.7B |
| Q4 25 | $2.5B | $36.2B | ||
| Q3 25 | $2.4B | $27.1B | ||
| Q2 25 | $2.4B | $25.7B | ||
| Q1 25 | $2.3B | $22.9B | ||
| Q4 24 | $2.3B | $21.4B | ||
| Q3 24 | $2.2B | $19.6B | ||
| Q2 24 | $2.5B | $18.6B | ||
| Q1 24 | $2.5B | $16.7B |
| Q4 25 | 0.42× | 1.09× | ||
| Q3 25 | — | 0.57× | ||
| Q2 25 | — | 0.62× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | 0.47× | 0.66× | ||
| Q3 24 | 0.48× | 0.54× | ||
| Q2 24 | 0.78× | 0.56× | ||
| Q1 24 | 0.80× | 0.41× |
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 | $1.7B |
| フリーキャッシュフロー営業CF - 設備投資 | $43.0M | $1.5B |
| FCFマージンFCF / 売上 | 8.8% | 22.8% |
| 設備投資強度設備投資 / 売上 | 7.7% | 3.9% |
| キャッシュ転換率営業CF / 純利益 | 1.54× | 1.44× |
| 直近12ヶ月FCF直近4四半期 | $125.9M | $4.4B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $80.5M | $1.7B | ||
| Q3 25 | $78.7M | $1.5B | ||
| Q2 25 | $45.2M | $1.4B | ||
| Q1 25 | $28.9M | $764.9M | ||
| Q4 24 | $82.7M | $847.1M | ||
| Q3 24 | $34.1M | $704.0M | ||
| Q2 24 | $6.7M | $664.1M | ||
| Q1 24 | $7.3M | $599.5M |
| Q4 25 | $43.0M | $1.5B | ||
| Q3 25 | $50.8M | $1.2B | ||
| Q2 25 | $17.1M | $1.1B | ||
| Q1 25 | $15.0M | $576.3M | ||
| Q4 24 | $69.9M | $647.3M | ||
| Q3 24 | $21.4M | $474.0M | ||
| Q2 24 | $-8.1M | $522.8M | ||
| Q1 24 | $-9.3M | $505.2M |
| Q4 25 | 8.8% | 22.8% | ||
| Q3 25 | 11.0% | 19.6% | ||
| Q2 25 | 3.9% | 19.8% | ||
| Q1 25 | 3.7% | 12.0% | ||
| Q4 24 | 16.8% | 15.0% | ||
| Q3 24 | 5.7% | 11.7% | ||
| Q2 24 | -2.2% | 14.5% | ||
| Q1 24 | -2.9% | 15.5% |
| Q4 25 | 7.7% | 3.9% | ||
| Q3 25 | 6.0% | 4.2% | ||
| Q2 25 | 6.4% | 5.3% | ||
| Q1 25 | 3.4% | 3.9% | ||
| Q4 24 | 3.1% | 4.6% | ||
| Q3 24 | 3.4% | 5.7% | ||
| Q2 24 | 4.0% | 3.9% | ||
| Q1 24 | 5.1% | 2.9% |
| Q4 25 | 1.54× | 1.44× | ||
| Q3 25 | 1.70× | 1.18× | ||
| Q2 25 | 1.79× | 1.30× | ||
| Q1 25 | 1.17× | 1.04× | ||
| Q4 24 | 1.70× | 1.14× | ||
| Q3 24 | — | 1.16× | ||
| Q2 24 | 0.45× | 1.27× | ||
| Q1 24 | 1.35× | 1.09× |
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% |
APH
| Communications Solutions Segment | $3.5B | 54% |
| Harsh Environment Solutions Segment | $1.7B | 26% |
| Sales Channel Through Intermediary | $1.4B | 21% |
