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ADVANCED ENERGY INDUSTRIES INC(AEIS)とJ&J SNACK FOODS CORP(JJSF)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 $343.8M、J&J SNACK FOODS CORPの約1.4倍)。ADVANCED ENERGY INDUSTRIES INCの純利益率が高く(10.7% vs 0.3%、差は10.4%)。ADVANCED ENERGY INDUSTRIES INCの前年同期比売上増加率が高い(17.8% vs -5.2%)。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 $17.0M)。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 -2.2%)
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。
J&Jスナックフーズ社は米国の有名なブランドスナック菓子・冷凍飲料の製造・販売・流通業者で、本社はニュージャージー州マウントローレルに所在します。米国44州、メキシコ、カナダに175を超える生産・保管・流通拠点を構え、ナスダックグローバルセレクト市場に上場し、国内外の市場に事業を展開しています。
AEIS vs JJSF — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | ||
|---|---|---|
| 売上 | $489.4M | $343.8M |
| 純利益 | $52.3M | $883.0K |
| 粗利率 | 38.6% | 27.9% |
| 営業利益率 | 11.6% | 0.2% |
| 純利益率 | 10.7% | 0.3% |
| 売上前年比 | 17.8% | -5.2% |
| 純利益前年比 | 7.4% | -82.8% |
| EPS(希薄化後) | $1.32 | $0.05 |
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 | $343.8M | ||
| Q3 25 | $463.3M | $410.2M | ||
| Q2 25 | $441.5M | $454.3M | ||
| Q1 25 | $404.6M | $356.1M | ||
| Q4 24 | $415.4M | $362.6M | ||
| Q3 24 | $374.2M | $426.8M | ||
| Q2 24 | $364.9M | $440.0M | ||
| Q1 24 | $327.5M | $359.7M |
| Q4 25 | $52.3M | $883.0K | ||
| Q3 25 | $46.2M | $11.4M | ||
| Q2 25 | $25.2M | $44.2M | ||
| Q1 25 | $24.7M | $4.8M | ||
| Q4 24 | $48.7M | $5.1M | ||
| Q3 24 | $-14.9M | $29.6M | ||
| Q2 24 | $15.0M | $36.3M | ||
| Q1 24 | $5.4M | $13.3M |
| Q4 25 | 38.6% | 27.9% | ||
| Q3 25 | 37.6% | 31.7% | ||
| Q2 25 | 37.0% | 33.0% | ||
| Q1 25 | 37.2% | 26.9% | ||
| Q4 24 | 37.2% | 25.9% | ||
| Q3 24 | 35.8% | 31.8% | ||
| Q2 24 | 35.0% | 33.6% | ||
| Q1 24 | 34.5% | 30.1% |
| Q4 25 | 11.6% | 0.2% | ||
| Q3 25 | 10.6% | 2.8% | ||
| Q2 25 | 7.2% | 13.3% | ||
| Q1 25 | 7.6% | 1.7% | ||
| Q4 24 | 8.2% | 1.7% | ||
| Q3 24 | -3.0% | 9.3% | ||
| Q2 24 | 3.6% | 11.4% | ||
| Q1 24 | 0.2% | 5.0% |
| Q4 25 | 10.7% | 0.3% | ||
| Q3 25 | 10.0% | 2.8% | ||
| Q2 25 | 5.7% | 9.7% | ||
| Q1 25 | 6.1% | 1.4% | ||
| Q4 24 | 11.7% | 1.4% | ||
| Q3 24 | -4.0% | 6.9% | ||
| Q2 24 | 4.1% | 8.3% | ||
| Q1 24 | 1.6% | 3.7% |
| Q4 25 | $1.32 | $0.05 | ||
| Q3 25 | $1.20 | $0.59 | ||
| Q2 25 | $0.67 | $2.26 | ||
| Q1 25 | $0.65 | $0.25 | ||
| Q4 24 | $1.29 | $0.26 | ||
| Q3 24 | $-0.40 | $1.52 | ||
| Q2 24 | $0.40 | $1.87 | ||
| Q1 24 | $0.14 | $0.69 |
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 | $66.8M |
| 総負債低いほど良い | $567.5M | — |
| 株主資本純資産 | $1.4B | $912.9M |
| 総資産 | $2.5B | $1.3B |
| 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 | $66.8M | ||
| Q3 25 | $758.6M | $105.9M | ||
| Q2 25 | $713.5M | $77.4M | ||
| Q1 25 | $723.0M | $48.5M | ||
| Q4 24 | $722.1M | $73.6M | ||
| Q3 24 | $657.3M | $73.4M | ||
| Q2 24 | $986.1M | $64.0M | ||
| Q1 24 | $1.0B | $43.6M |
| 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 | $912.9M | ||
| Q3 25 | $1.3B | $966.7M | ||
| Q2 25 | $1.3B | $969.9M | ||
| Q1 25 | $1.2B | $935.0M | ||
| Q4 24 | $1.2B | $946.8M | ||
| Q3 24 | $1.2B | $957.0M | ||
| Q2 24 | $1.2B | $937.9M | ||
| Q1 24 | $1.1B | $915.7M |
| Q4 25 | $2.5B | $1.3B | ||
| Q3 25 | $2.4B | $1.4B | ||
| Q2 25 | $2.4B | $1.4B | ||
| Q1 25 | $2.3B | $1.4B | ||
| Q4 24 | $2.3B | $1.3B | ||
| Q3 24 | $2.2B | $1.4B | ||
| Q2 24 | $2.5B | $1.4B | ||
| Q1 24 | $2.5B | $1.3B |
| 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 | $36.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $43.0M | $17.0M |
| FCFマージンFCF / 売上 | 8.8% | 4.9% |
| 設備投資強度設備投資 / 売上 | 7.7% | 5.5% |
| キャッシュ転換率営業CF / 純利益 | 1.54× | 40.73× |
| 直近12ヶ月FCF直近4四半期 | $125.9M | $83.1M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $80.5M | $36.0M | ||
| Q3 25 | $78.7M | $66.4M | ||
| Q2 25 | $45.2M | $51.2M | ||
| Q1 25 | $28.9M | $12.3M | ||
| Q4 24 | $82.7M | $35.2M | ||
| Q3 24 | $34.1M | $46.3M | ||
| Q2 24 | $6.7M | $65.0M | ||
| Q1 24 | $7.3M | $12.7M |
| Q4 25 | $43.0M | $17.0M | ||
| Q3 25 | $50.8M | $44.8M | ||
| Q2 25 | $17.1M | $28.5M | ||
| Q1 25 | $15.0M | $-7.2M | ||
| Q4 24 | $69.9M | $16.1M | ||
| Q3 24 | $21.4M | $29.1M | ||
| Q2 24 | $-8.1M | $45.3M | ||
| Q1 24 | $-9.3M | $-4.0M |
| Q4 25 | 8.8% | 4.9% | ||
| Q3 25 | 11.0% | 10.9% | ||
| Q2 25 | 3.9% | 6.3% | ||
| Q1 25 | 3.7% | -2.0% | ||
| Q4 24 | 16.8% | 4.4% | ||
| Q3 24 | 5.7% | 6.8% | ||
| Q2 24 | -2.2% | 10.3% | ||
| Q1 24 | -2.9% | -1.1% |
| Q4 25 | 7.7% | 5.5% | ||
| Q3 25 | 6.0% | 5.3% | ||
| Q2 25 | 6.4% | 5.0% | ||
| Q1 25 | 3.4% | 5.5% | ||
| Q4 24 | 3.1% | 5.3% | ||
| Q3 24 | 3.4% | 4.0% | ||
| Q2 24 | 4.0% | 4.5% | ||
| Q1 24 | 5.1% | 4.6% |
| Q4 25 | 1.54× | 40.73× | ||
| Q3 25 | 1.70× | 5.84× | ||
| Q2 25 | 1.79× | 1.16× | ||
| Q1 25 | 1.17× | 2.55× | ||
| Q4 24 | 1.70× | 6.84× | ||
| Q3 24 | — | 1.56× | ||
| Q2 24 | 0.45× | 1.79× | ||
| Q1 24 | 1.35× | 0.96× |
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% |
JJSF
| Food Service | $219.2M | 64% |
| Frozen Beverages | $78.7M | 23% |
| Repair And Maintenance Service | $22.5M | 7% |
| Other | $12.7M | 4% |
| Machine Sales | $10.7M | 3% |