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ADVANCED ENERGY INDUSTRIES INC（AEIS）とRithm Capital Corp.（RITM）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
Rithm Capital Corp.の直近四半期売上が大きい（$828.2M vs $489.4M、ADVANCED ENERGY INDUSTRIES INCの約1.7倍）。Rithm Capital Corp.の純利益率が高く（13.2% vs 10.7%、差は2.5%）。ADVANCED ENERGY INDUSTRIES INCの前年同期比売上増加率が高い（17.8% vs -40.0%）。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 -17.9%）
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。
Rithm Capital Corp.はアメリカ合衆国ニューヨークに本社を置く投資運用会社で、不動産投資とオルタナティブ投資を主力事業としています。専門的な投資調査チームと豊富な市場経験を基に、投資家に長期的かつ安定したリターンの提供を目指しています。
AEIS vs RITM — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $489.4M | $828.2M |
| 純利益 | $52.3M | $109.5M |
| 粗利率 | 38.6% | — |
| 営業利益率 | 11.6% | — |
| 純利益率 | 10.7% | 13.2% |
| 売上前年比 | 17.8% | -40.0% |
| 純利益前年比 | 7.4% | 20.9% |
| EPS（希薄化後） | $1.32 | $0.12 |
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 | — | $828.2M | ||
| Q4 25 | $489.4M | $1.5B | ||
| Q3 25 | $463.3M | $1.1B | ||
| Q2 25 | $441.5M | $1.2B | ||
| Q1 25 | $404.6M | $768.4M | ||
| Q4 24 | $415.4M | $2.1B | ||
| Q3 24 | $374.2M | $619.5M | ||
| Q2 24 | $364.9M | $1.2B |
| Q1 26 | — | $109.5M | ||
| Q4 25 | $52.3M | $85.0M | ||
| Q3 25 | $46.2M | $221.5M | ||
| Q2 25 | $25.2M | $311.7M | ||
| Q1 25 | $24.7M | $78.8M | ||
| Q4 24 | $48.7M | $290.2M | ||
| Q3 24 | $-14.9M | $121.7M | ||
| Q2 24 | $15.0M | $235.6M |
| Q1 26 | — | — | ||
| Q4 25 | 38.6% | — | ||
| Q3 25 | 37.6% | — | ||
| Q2 25 | 37.0% | — | ||
| Q1 25 | 37.2% | — | ||
| Q4 24 | 37.2% | — | ||
| Q3 24 | 35.8% | — | ||
| Q2 24 | 35.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 11.6% | 13.8% | ||
| Q3 25 | 10.6% | 21.4% | ||
| Q2 25 | 7.2% | 25.2% | ||
| Q1 25 | 7.6% | 7.4% | ||
| Q4 24 | 8.2% | 23.8% | ||
| Q3 24 | -3.0% | 7.3% | ||
| Q2 24 | 3.6% | 23.6% |
| Q1 26 | — | 13.2% | ||
| Q4 25 | 10.7% | 5.7% | ||
| Q3 25 | 10.0% | 20.0% | ||
| Q2 25 | 5.7% | 25.6% | ||
| Q1 25 | 6.1% | 10.3% | ||
| Q4 24 | 11.7% | 14.0% | ||
| Q3 24 | -4.0% | 19.7% | ||
| Q2 24 | 4.1% | 19.2% |
| Q1 26 | — | $0.12 | ||
| Q4 25 | $1.32 | $0.09 | ||
| Q3 25 | $1.20 | $0.35 | ||
| Q2 25 | $0.67 | $0.53 | ||
| Q1 25 | $0.65 | $0.07 | ||
| Q4 24 | $1.29 | $0.50 | ||
| Q3 24 | $-0.40 | $0.20 | ||
| Q2 24 | $0.40 | $0.43 |
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 | — |
| 総負債低いほど良い | $567.5M | — |
| 株主資本純資産 | $1.4B | $9.1B |
| 総資産 | $2.5B | $53.4B |
| 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 | — | — | ||
| Q4 25 | $791.2M | $1.8B | ||
| Q3 25 | $758.6M | $1.6B | ||
| Q2 25 | $713.5M | $1.6B | ||
| Q1 25 | $723.0M | $1.5B | ||
| Q4 24 | $722.1M | $1.5B | ||
| Q3 24 | $657.3M | $1.6B | ||
| Q2 24 | $986.1M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | $567.5M | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | $564.7M | $32.6B | ||
| Q3 24 | $564.0M | $29.6B | ||
| Q2 24 | $907.3M | $30.1B |
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.4B | $8.4B | ||
| Q3 25 | $1.3B | $8.5B | ||
| Q2 25 | $1.3B | $7.9B | ||
| Q1 25 | $1.2B | $7.8B | ||
| Q4 24 | $1.2B | $7.8B | ||
| Q3 24 | $1.2B | $7.7B | ||
| Q2 24 | $1.2B | $7.3B |
| Q1 26 | — | $53.4B | ||
| Q4 25 | $2.5B | $53.1B | ||
| Q3 25 | $2.4B | $47.2B | ||
| Q2 25 | $2.4B | $44.3B | ||
| Q1 25 | $2.3B | $45.3B | ||
| Q4 24 | $2.3B | $46.0B | ||
| Q3 24 | $2.2B | $42.3B | ||
| Q2 24 | $2.5B | $42.0B |
| Q1 26 | — | — | ||
| Q4 25 | 0.42× | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | 0.47× | 4.18× | ||
| Q3 24 | 0.48× | 3.87× | ||
| Q2 24 | 0.78× | 4.10× |
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 | — |
| 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% | — |
| キャッシュ転換率営業CF / 純利益 | 1.54× | — |
| 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 | — | — | ||
| Q4 25 | $80.5M | $-114.6M | ||
| Q3 25 | $78.7M | $-2.0B | ||
| Q2 25 | $45.2M | $-557.1M | ||
| Q1 25 | $28.9M | $1.4B | ||
| Q4 24 | $82.7M | $-1.8B | ||
| Q3 24 | $34.1M | $768.1M | ||
| Q2 24 | $6.7M | $-55.7M |
| Q1 26 | — | — | ||
| 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 | — | — | ||
| 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 | — | — | ||
| 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 | — | — | ||
| Q4 25 | 1.54× | -1.35× | ||
| Q3 25 | 1.70× | -9.22× | ||
| Q2 25 | 1.79× | -1.79× | ||
| Q1 25 | 1.17× | 18.03× | ||
| Q4 24 | 1.70× | -6.04× | ||
| Q3 24 | — | 6.31× | ||
| Q2 24 | 0.45× | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
