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ADVANCED ENERGY INDUSTRIES INC（AEIS）とBALCHEM CORP（BCPC）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 $270.7M、BALCHEM CORPの約1.8倍）。BALCHEM CORPの純利益率が高く（14.9% vs 10.7%、差は4.2%）。ADVANCED ENERGY INDUSTRIES INCの前年同期比売上増加率が高い（17.8% vs 8.1%）。ADVANCED ENERGY INDUSTRIES INCの直近四半期フリーキャッシュフローが多い（$43.0M vs $33.8M）。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 7.5%）
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。
バルケムコーポレーションはグローバルな特殊化学品・栄養原料サプライヤーで、人用栄養、動物保健、医薬品、工業用途の4分野を中心に、用途に応じた高品質な製品を北米、欧州、アジア太平洋地域の顧客に提供している。
AEIS vs BCPC — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $489.4M | $270.7M |
| 純利益 | $52.3M | $40.3M |
| 粗利率 | 38.6% | — |
| 営業利益率 | 11.6% | 20.5% |
| 純利益率 | 10.7% | 14.9% |
| 売上前年比 | 17.8% | 8.1% |
| 純利益前年比 | 7.4% | 8.7% |
| EPS（希薄化後） | $1.32 | $1.25 |
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 | — | $270.7M | ||
| Q4 25 | $489.4M | $263.6M | ||
| Q3 25 | $463.3M | $267.6M | ||
| Q2 25 | $441.5M | $255.5M | ||
| Q1 25 | $404.6M | $250.5M | ||
| Q4 24 | $415.4M | $240.0M | ||
| Q3 24 | $374.2M | $239.9M | ||
| Q2 24 | $364.9M | $234.1M |
| Q1 26 | — | $40.3M | ||
| Q4 25 | $52.3M | $39.2M | ||
| Q3 25 | $46.2M | $40.3M | ||
| Q2 25 | $25.2M | $38.3M | ||
| Q1 25 | $24.7M | $37.1M | ||
| Q4 24 | $48.7M | $33.6M | ||
| Q3 24 | $-14.9M | $33.8M | ||
| Q2 24 | $15.0M | $32.1M |
| Q1 26 | — | — | ||
| Q4 25 | 38.6% | 35.6% | ||
| Q3 25 | 37.6% | 35.7% | ||
| Q2 25 | 37.0% | 36.4% | ||
| Q1 25 | 37.2% | 35.2% | ||
| Q4 24 | 37.2% | 36.0% | ||
| Q3 24 | 35.8% | 35.6% | ||
| Q2 24 | 35.0% | 35.5% |
| Q1 26 | — | 20.5% | ||
| Q4 25 | 11.6% | 19.8% | ||
| Q3 25 | 10.6% | 20.4% | ||
| Q2 25 | 7.2% | 20.1% | ||
| Q1 25 | 7.6% | 20.4% | ||
| Q4 24 | 8.2% | 19.8% | ||
| Q3 24 | -3.0% | 20.0% | ||
| Q2 24 | 3.6% | 19.6% |
| Q1 26 | — | 14.9% | ||
| Q4 25 | 10.7% | 14.9% | ||
| Q3 25 | 10.0% | 15.1% | ||
| Q2 25 | 5.7% | 15.0% | ||
| Q1 25 | 6.1% | 14.8% | ||
| Q4 24 | 11.7% | 14.0% | ||
| Q3 24 | -4.0% | 14.1% | ||
| Q2 24 | 4.1% | 13.7% |
| Q1 26 | — | $1.25 | ||
| Q4 25 | $1.32 | $1.21 | ||
| Q3 25 | $1.20 | $1.24 | ||
| Q2 25 | $0.67 | $1.17 | ||
| Q1 25 | $0.65 | $1.13 | ||
| Q4 24 | $1.29 | $1.03 | ||
| Q3 24 | $-0.40 | $1.03 | ||
| Q2 24 | $0.40 | $0.98 |
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 | $72.9M |
| 総負債低いほど良い | $567.5M | — |
| 株主資本純資産 | $1.4B | $1.3B |
| 総資産 | $2.5B | $1.7B |
| 負債/資本比率低いほどレバレッジが低い | 0.42× | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $72.9M | ||
| Q4 25 | $791.2M | $74.6M | ||
| Q3 25 | $758.6M | $65.1M | ||
| Q2 25 | $713.5M | $65.4M | ||
| Q1 25 | $723.0M | $49.9M | ||
| Q4 24 | $722.1M | $49.5M | ||
| Q3 24 | $657.3M | $73.7M | ||
| Q2 24 | $986.1M | $63.7M |
| Q1 26 | — | — | ||
| Q4 25 | $567.5M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $564.7M | — | ||
| Q3 24 | $564.0M | — | ||
| Q2 24 | $907.3M | — |
| Q1 26 | — | $1.3B | ||
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $1.3B | $1.3B | ||
| Q2 25 | $1.3B | $1.3B | ||
| Q1 25 | $1.2B | $1.2B | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $1.2B | $1.2B | ||
| Q2 24 | $1.2B | $1.1B |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $2.5B | $1.7B | ||
| Q3 25 | $2.4B | $1.7B | ||
| Q2 25 | $2.4B | $1.7B | ||
| Q1 25 | $2.3B | $1.6B | ||
| Q4 24 | $2.3B | $1.6B | ||
| Q3 24 | $2.2B | $1.6B | ||
| Q2 24 | $2.5B | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | 0.42× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| 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 | $40.1M |
| フリーキャッシュフロー営業CF - 設備投資 | $43.0M | $33.8M |
| FCFマージンFCF / 売上 | 8.8% | 12.5% |
| 設備投資強度設備投資 / 売上 | 7.7% | 2.3% |
| キャッシュ転換率営業CF / 純利益 | 1.54× | 0.99× |
| 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 | — | $40.1M | ||
| Q4 25 | $80.5M | $67.3M | ||
| Q3 25 | $78.7M | $65.6M | ||
| Q2 25 | $45.2M | $47.3M | ||
| Q1 25 | $28.9M | $36.5M | ||
| Q4 24 | $82.7M | $52.3M | ||
| Q3 24 | $34.1M | $51.3M | ||
| Q2 24 | $6.7M | $45.0M |
| Q1 26 | — | $33.8M | ||
| Q4 25 | $43.0M | — | ||
| Q3 25 | $50.8M | — | ||
| Q2 25 | $17.1M | — | ||
| Q1 25 | $15.0M | — | ||
| Q4 24 | $69.9M | — | ||
| Q3 24 | $21.4M | — | ||
| Q2 24 | $-8.1M | — |
| Q1 26 | — | 12.5% | ||
| Q4 25 | 8.8% | — | ||
| Q3 25 | 11.0% | — | ||
| Q2 25 | 3.9% | — | ||
| Q1 25 | 3.7% | — | ||
| Q4 24 | 16.8% | — | ||
| Q3 24 | 5.7% | — | ||
| Q2 24 | -2.2% | — |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 7.7% | — | ||
| Q3 25 | 6.0% | — | ||
| Q2 25 | 6.4% | — | ||
| Q1 25 | 3.4% | — | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 3.4% | — | ||
| Q2 24 | 4.0% | — |
| Q1 26 | — | 0.99× | ||
| Q4 25 | 1.54× | 1.72× | ||
| Q3 25 | 1.70× | 1.63× | ||
| Q2 25 | 1.79× | 1.23× | ||
| Q1 25 | 1.17× | 0.98× | ||
| Q4 24 | 1.70× | 1.56× | ||
| Q3 24 | — | 1.52× | ||
| Q2 24 | 0.45× | 1.40× |
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% |
BCPC
セグメントデータなし
