vs
ADVANCED ENERGY INDUSTRIES INC(AEIS)とAPOGEE ENTERPRISES, INC.(APOG)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 $351.4M、APOGEE ENTERPRISES, INC.の約1.4倍)。ADVANCED ENERGY INDUSTRIES INCの純利益率が高く(10.7% vs 4.7%、差は6.0%)。ADVANCED ENERGY INDUSTRIES INCの前年同期比売上増加率が高い(17.8% vs 1.6%)。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 2.9%)
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。
Apogee Enterprisesはアメリカのオーディオ機器メーカーです。オーディオインターフェース、AD/DAコンバーター、USB・iOS対応マイクの製造を主軸に、オーディオ制作向けソフトウェアの開発も手がけており、プロの録音や音楽制作分野で広く利用されています。
AEIS vs APOG — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2026
| 指標 | ||
|---|---|---|
| 売上 | $489.4M | $351.4M |
| 純利益 | $52.3M | $16.6M |
| 粗利率 | 38.6% | 22.4% |
| 営業利益率 | 11.6% | 7.3% |
| 純利益率 | 10.7% | 4.7% |
| 売上前年比 | 17.8% | 1.6% |
| 純利益前年比 | 7.4% | 568.8% |
| EPS(希薄化後) | $1.32 | $0.78 |
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 | — | $351.4M | ||
| Q4 25 | $489.4M | $348.6M | ||
| Q3 25 | $463.3M | $358.2M | ||
| Q2 25 | $441.5M | $346.6M | ||
| Q1 25 | $404.6M | $345.7M | ||
| Q4 24 | $415.4M | $341.3M | ||
| Q3 24 | $374.2M | $342.4M | ||
| Q2 24 | $364.9M | $331.5M |
| Q1 26 | — | $16.6M | ||
| Q4 25 | $52.3M | $16.5M | ||
| Q3 25 | $46.2M | $23.6M | ||
| Q2 25 | $25.2M | $-2.7M | ||
| Q1 25 | $24.7M | $2.5M | ||
| Q4 24 | $48.7M | $21.0M | ||
| Q3 24 | $-14.9M | $30.6M | ||
| Q2 24 | $15.0M | $31.0M |
| Q1 26 | — | 22.4% | ||
| Q4 25 | 38.6% | 23.8% | ||
| Q3 25 | 37.6% | 23.1% | ||
| Q2 25 | 37.0% | 21.7% | ||
| Q1 25 | 37.2% | 21.6% | ||
| Q4 24 | 37.2% | 26.1% | ||
| Q3 24 | 35.8% | 28.4% | ||
| Q2 24 | 35.0% | 29.8% |
| Q1 26 | — | 7.3% | ||
| Q4 25 | 11.6% | 7.1% | ||
| Q3 25 | 10.6% | 7.5% | ||
| Q2 25 | 7.2% | 2.0% | ||
| Q1 25 | 7.6% | 1.8% | ||
| Q4 24 | 8.2% | 8.4% | ||
| Q3 24 | -3.0% | 12.3% | ||
| Q2 24 | 3.6% | 12.5% |
| Q1 26 | — | 4.7% | ||
| Q4 25 | 10.7% | 4.7% | ||
| Q3 25 | 10.0% | 6.6% | ||
| Q2 25 | 5.7% | -0.8% | ||
| Q1 25 | 6.1% | 0.7% | ||
| Q4 24 | 11.7% | 6.1% | ||
| Q3 24 | -4.0% | 8.9% | ||
| Q2 24 | 4.1% | 9.4% |
| Q1 26 | — | $0.78 | ||
| Q4 25 | $1.32 | $0.77 | ||
| Q3 25 | $1.20 | $1.10 | ||
| Q2 25 | $0.67 | $-0.13 | ||
| Q1 25 | $0.65 | $0.12 | ||
| Q4 24 | $1.29 | $0.96 | ||
| Q3 24 | $-0.40 | $1.40 | ||
| Q2 24 | $0.40 | $1.41 |
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 | $39.5M |
| 総負債低いほど良い | $567.5M | $232.3M |
| 株主資本純資産 | $1.4B | $511.8M |
| 総資産 | $2.5B | $1.1B |
| 負債/資本比率低いほどレバレッジが低い | 0.42× | 0.45× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $39.5M | ||
| Q4 25 | $791.2M | $41.3M | ||
| Q3 25 | $758.6M | $39.5M | ||
| Q2 25 | $713.5M | $32.8M | ||
| Q1 25 | $723.0M | $41.4M | ||
| Q4 24 | $722.1M | $43.9M | ||
| Q3 24 | $657.3M | $51.0M | ||
| Q2 24 | $986.1M | $30.4M |
| Q1 26 | — | $232.3M | ||
| Q4 25 | $567.5M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $285.0M | ||
| Q4 24 | $564.7M | — | ||
| Q3 24 | $564.0M | — | ||
| Q2 24 | $907.3M | — |
| Q1 26 | — | $511.8M | ||
| Q4 25 | $1.4B | $512.3M | ||
| Q3 25 | $1.3B | $500.2M | ||
| Q2 25 | $1.3B | $481.8M | ||
| Q1 25 | $1.2B | $487.9M | ||
| Q4 24 | $1.2B | $522.1M | ||
| Q3 24 | $1.2B | $506.4M | ||
| Q2 24 | $1.2B | $480.0M |
| Q1 26 | — | $1.1B | ||
| Q4 25 | $2.5B | $1.1B | ||
| Q3 25 | $2.4B | $1.2B | ||
| Q2 25 | $2.4B | $1.2B | ||
| Q1 25 | $2.3B | $1.2B | ||
| Q4 24 | $2.3B | $1.2B | ||
| Q3 24 | $2.2B | $917.1M | ||
| Q2 24 | $2.5B | $889.0M |
| Q1 26 | — | 0.45× | ||
| Q4 25 | 0.42× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | 0.47× | — | ||
| Q3 24 | 0.48× | — | ||
| Q2 24 | 0.78× | — |
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 | $122.5M |
| 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% | 7.8% |
| キャッシュ転換率営業CF / 純利益 | 1.54× | 7.37× |
| 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 | — | $122.5M | ||
| Q4 25 | $80.5M | $29.3M | ||
| Q3 25 | $78.7M | $57.1M | ||
| Q2 25 | $45.2M | $-19.8M | ||
| Q1 25 | $28.9M | $30.0M | ||
| Q4 24 | $82.7M | $31.0M | ||
| Q3 24 | $34.1M | $58.7M | ||
| Q2 24 | $6.7M | $5.5M |
| Q1 26 | — | — | ||
| Q4 25 | $43.0M | $22.9M | ||
| Q3 25 | $50.8M | $52.4M | ||
| Q2 25 | $17.1M | $-26.9M | ||
| Q1 25 | $15.0M | $19.1M | ||
| Q4 24 | $69.9M | $22.0M | ||
| Q3 24 | $21.4M | $50.2M | ||
| Q2 24 | $-8.1M | $-1.8M |
| Q1 26 | — | — | ||
| Q4 25 | 8.8% | 6.6% | ||
| Q3 25 | 11.0% | 14.6% | ||
| Q2 25 | 3.9% | -7.8% | ||
| Q1 25 | 3.7% | 5.5% | ||
| Q4 24 | 16.8% | 6.4% | ||
| Q3 24 | 5.7% | 14.7% | ||
| Q2 24 | -2.2% | -0.5% |
| Q1 26 | — | 7.8% | ||
| Q4 25 | 7.7% | 1.9% | ||
| Q3 25 | 6.0% | 1.3% | ||
| Q2 25 | 6.4% | 2.1% | ||
| Q1 25 | 3.4% | 3.2% | ||
| Q4 24 | 3.1% | 2.6% | ||
| Q3 24 | 3.4% | 2.5% | ||
| Q2 24 | 4.0% | 2.2% |
| Q1 26 | — | 7.37× | ||
| Q4 25 | 1.54× | 1.77× | ||
| Q3 25 | 1.70× | 2.41× | ||
| Q2 25 | 1.79× | — | ||
| Q1 25 | 1.17× | 12.08× | ||
| Q4 24 | 1.70× | 1.48× | ||
| Q3 24 | — | 1.92× | ||
| Q2 24 | 0.45× | 0.18× |
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% |
APOG
| Architectural Services | $127.1M | 36% |
| Architectural Metals | $110.0M | 31% |
| Architectural Glass | $67.4M | 19% |
| Performance Surfaces | $54.3M | 15% |