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ADVANCED ENERGY INDUSTRIES INC（AEIS）とIES Holdings, Inc.（IESC）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
IES Holdings, Inc.の直近四半期売上が大きい（$871.0M vs $489.4M、ADVANCED ENERGY INDUSTRIES INCの約1.8倍）。ADVANCED ENERGY INDUSTRIES INCの純利益率が高く（10.7% vs 10.5%、差は0.2%）。ADVANCED ENERGY INDUSTRIES INCの前年同期比売上増加率が高い（17.8% vs 16.2%）。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 $-18.9M）。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 11.1%）
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。
IES Holdings, Inc.は旧社名Integrated Electrical Services, Inc.で、統合電気・技術システムの設計・設置を手がけるほか、データセンター、住宅、商業施設・工業施設など多様な末端市場向けにインフラ関連製品・サービスを提供している。
AEIS vs IESC — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $489.4M | $871.0M |
| 純利益 | $52.3M | $91.8M |
| 粗利率 | 38.6% | 25.3% |
| 営業利益率 | 11.6% | 11.2% |
| 純利益率 | 10.7% | 10.5% |
| 売上前年比 | 17.8% | 16.2% |
| 純利益前年比 | 7.4% | 59.1% |
| EPS（希薄化後） | $1.32 | $4.51 |
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 | $871.0M | ||
| Q3 25 | $463.3M | $897.8M | ||
| Q2 25 | $441.5M | $890.2M | ||
| Q1 25 | $404.6M | $834.0M | ||
| Q4 24 | $415.4M | $749.5M | ||
| Q3 24 | $374.2M | $775.8M | ||
| Q2 24 | $364.9M | $768.4M | ||
| Q1 24 | $327.5M | $705.7M |
| Q4 25 | $52.3M | $91.8M | ||
| Q3 25 | $46.2M | $102.3M | ||
| Q2 25 | $25.2M | $79.3M | ||
| Q1 25 | $24.7M | $72.6M | ||
| Q4 24 | $48.7M | $57.7M | ||
| Q3 24 | $-14.9M | $65.5M | ||
| Q2 24 | $15.0M | $66.6M | ||
| Q1 24 | $5.4M | $56.8M |
| Q4 25 | 38.6% | 25.3% | ||
| Q3 25 | 37.6% | 26.0% | ||
| Q2 25 | 37.0% | 26.9% | ||
| Q1 25 | 37.2% | 25.0% | ||
| Q4 24 | 37.2% | 23.8% | ||
| Q3 24 | 35.8% | 24.0% | ||
| Q2 24 | 35.0% | 25.3% | ||
| Q1 24 | 34.5% | 24.3% |
| Q4 25 | 11.6% | 11.2% | ||
| Q3 25 | 10.6% | 11.6% | ||
| Q2 25 | 7.2% | 12.6% | ||
| Q1 25 | 7.6% | 11.1% | ||
| Q4 24 | 8.2% | 10.0% | ||
| Q3 24 | -3.0% | 9.7% | ||
| Q2 24 | 3.6% | 11.7% | ||
| Q1 24 | 0.2% | 11.0% |
| Q4 25 | 10.7% | 10.5% | ||
| Q3 25 | 10.0% | 11.4% | ||
| Q2 25 | 5.7% | 8.9% | ||
| Q1 25 | 6.1% | 8.7% | ||
| Q4 24 | 11.7% | 7.7% | ||
| Q3 24 | -4.0% | 8.4% | ||
| Q2 24 | 4.1% | 8.7% | ||
| Q1 24 | 1.6% | 8.0% |
| Q4 25 | $1.32 | $4.51 | ||
| Q3 25 | $1.20 | $4.99 | ||
| Q2 25 | $0.67 | $3.81 | ||
| Q1 25 | $0.65 | $3.50 | ||
| Q4 24 | $1.29 | $2.72 | ||
| Q3 24 | $-0.40 | $3.06 | ||
| Q2 24 | $0.40 | $2.67 | ||
| Q1 24 | $0.14 | $2.29 |
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 | $258.7M |
| 総負債低いほど良い | $567.5M | — |
| 株主資本純資産 | $1.4B | $961.1M |
| 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
| Q4 25 | $791.2M | $258.7M | ||
| Q3 25 | $758.6M | $231.8M | ||
| Q2 25 | $713.5M | $168.3M | ||
| Q1 25 | $723.0M | $88.3M | ||
| Q4 24 | $722.1M | $112.0M | ||
| Q3 24 | $657.3M | $135.8M | ||
| Q2 24 | $986.1M | $44.9M | ||
| Q1 24 | $1.0B | $106.0M |
| Q4 25 | $567.5M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $564.7M | — | ||
| Q3 24 | $564.0M | — | ||
| Q2 24 | $907.3M | — | ||
| Q1 24 | $911.5M | — |
| Q4 25 | $1.4B | $961.1M | ||
| Q3 25 | $1.3B | $884.0M | ||
| Q2 25 | $1.3B | $781.4M | ||
| Q1 25 | $1.2B | $705.8M | ||
| Q4 24 | $1.2B | $652.4M | ||
| Q3 24 | $1.2B | $611.1M | ||
| Q2 24 | $1.2B | $567.5M | ||
| Q1 24 | $1.1B | $534.8M |
| Q4 25 | $2.5B | $1.7B | ||
| Q3 25 | $2.4B | $1.6B | ||
| Q2 25 | $2.4B | $1.5B | ||
| Q1 25 | $2.3B | $1.4B | ||
| Q4 24 | $2.3B | $1.3B | ||
| Q3 24 | $2.2B | $1.2B | ||
| Q2 24 | $2.5B | $1.2B | ||
| Q1 24 | $2.5B | $1.1B |
| Q4 25 | 0.42× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.47× | — | ||
| Q3 24 | 0.48× | — | ||
| Q2 24 | 0.78× | — | ||
| Q1 24 | 0.80× | — |
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 | $27.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $43.0M | $-18.9M |
| FCFマージンFCF / 売上 | 8.8% | -2.2% |
| 設備投資強度設備投資 / 売上 | 7.7% | 5.3% |
| キャッシュ転換率営業CF / 純利益 | 1.54× | 0.30× |
| 直近12ヶ月FCF直近4四半期 | $125.9M | $175.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $80.5M | $27.7M | ||
| Q3 25 | $78.7M | $132.0M | ||
| Q2 25 | $45.2M | $92.0M | ||
| Q1 25 | $28.9M | $24.8M | ||
| Q4 24 | $82.7M | $37.3M | ||
| Q3 24 | $34.1M | $92.8M | ||
| Q2 24 | $6.7M | $82.9M | ||
| Q1 24 | $7.3M | $33.7M |
| Q4 25 | $43.0M | $-18.9M | ||
| Q3 25 | $50.8M | $112.0M | ||
| Q2 25 | $17.1M | $74.8M | ||
| Q1 25 | $15.0M | $7.9M | ||
| Q4 24 | $69.9M | $24.1M | ||
| Q3 24 | $21.4M | $78.5M | ||
| Q2 24 | $-8.1M | $65.4M | ||
| Q1 24 | $-9.3M | $26.9M |
| Q4 25 | 8.8% | -2.2% | ||
| Q3 25 | 11.0% | 12.5% | ||
| Q2 25 | 3.9% | 8.4% | ||
| Q1 25 | 3.7% | 0.9% | ||
| Q4 24 | 16.8% | 3.2% | ||
| Q3 24 | 5.7% | 10.1% | ||
| Q2 24 | -2.2% | 8.5% | ||
| Q1 24 | -2.9% | 3.8% |
| Q4 25 | 7.7% | 5.3% | ||
| Q3 25 | 6.0% | 2.2% | ||
| Q2 25 | 6.4% | 1.9% | ||
| Q1 25 | 3.4% | 2.0% | ||
| Q4 24 | 3.1% | 1.8% | ||
| Q3 24 | 3.4% | 1.8% | ||
| Q2 24 | 4.0% | 2.3% | ||
| Q1 24 | 5.1% | 1.0% |
| Q4 25 | 1.54× | 0.30× | ||
| Q3 25 | 1.70× | 1.29× | ||
| Q2 25 | 1.79× | 1.16× | ||
| Q1 25 | 1.17× | 0.34× | ||
| Q4 24 | 1.70× | 0.65× | ||
| Q3 24 | — | 1.42× | ||
| Q2 24 | 0.45× | 1.24× | ||
| Q1 24 | 1.35× | 0.59× |
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% |
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
