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ADVANCED ENERGY INDUSTRIES INC（AEIS）とUbiquiti Inc.（UI）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
Ubiquiti Inc.の直近四半期売上が大きい（$814.9M vs $489.4M、ADVANCED ENERGY INDUSTRIES INCの約1.7倍）。Ubiquiti Inc.の純利益率が高く（28.7% vs 10.7%、差は18.0%）。Ubiquiti Inc.の前年同期比売上増加率が高い（35.8% vs 17.8%）。Ubiquiti Inc.の直近四半期フリーキャッシュフローが多い（$260.3M vs $43.0M）。過去8四半期でUbiquiti Inc.の売上複合成長率が高い（28.6% vs 22.2%）
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。
Ubiquiti Inc.は2003年に米国カリフォルニア州サンノゼで設立されたテクノロジー企業で、現在はニューヨークに本社を置いています。複数のブランドを展開し、企業および一般家庭向けの有線・無線データ通信機器の製造・販売を事業の柱としています。
AEIS vs UI — 直接比較
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $489.4M | $814.9M |
| 純利益 | $52.3M | $233.6M |
| 粗利率 | 38.6% | 45.9% |
| 営業利益率 | 11.6% | 35.9% |
| 純利益率 | 10.7% | 28.7% |
| 売上前年比 | 17.8% | 35.8% |
| 純利益前年比 | 7.4% | 70.8% |
| EPS（希薄化後） | $1.32 | $3.86 |
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 | $814.9M | ||
| Q3 25 | $463.3M | $733.8M | ||
| Q2 25 | $441.5M | $759.2M | ||
| Q1 25 | $404.6M | $664.2M | ||
| Q4 24 | $415.4M | $599.9M | ||
| Q3 24 | $374.2M | $550.3M | ||
| Q2 24 | $364.9M | $507.5M | ||
| Q1 24 | $327.5M | $493.0M |
| Q4 25 | $52.3M | $233.6M | ||
| Q3 25 | $46.2M | $207.9M | ||
| Q2 25 | $25.2M | $266.7M | ||
| Q1 25 | $24.7M | $180.4M | ||
| Q4 24 | $48.7M | $136.8M | ||
| Q3 24 | $-14.9M | $128.0M | ||
| Q2 24 | $15.0M | $103.8M | ||
| Q1 24 | $5.4M | $76.3M |
| Q4 25 | 38.6% | 45.9% | ||
| Q3 25 | 37.6% | 46.0% | ||
| Q2 25 | 37.0% | 45.1% | ||
| Q1 25 | 37.2% | 44.5% | ||
| Q4 24 | 37.2% | 41.2% | ||
| Q3 24 | 35.8% | 42.1% | ||
| Q2 24 | 35.0% | 40.2% | ||
| Q1 24 | 34.5% | 35.3% |
| Q4 25 | 11.6% | 35.9% | ||
| Q3 25 | 10.6% | 35.7% | ||
| Q2 25 | 7.2% | 34.4% | ||
| Q1 25 | 7.6% | 34.2% | ||
| Q4 24 | 8.2% | 29.8% | ||
| Q3 24 | -3.0% | 30.7% | ||
| Q2 24 | 3.6% | 27.3% | ||
| Q1 24 | 0.2% | 22.6% |
| Q4 25 | 10.7% | 28.7% | ||
| Q3 25 | 10.0% | 28.3% | ||
| Q2 25 | 5.7% | 35.1% | ||
| Q1 25 | 6.1% | 27.2% | ||
| Q4 24 | 11.7% | 22.8% | ||
| Q3 24 | -4.0% | 23.3% | ||
| Q2 24 | 4.1% | 20.5% | ||
| Q1 24 | 1.6% | 15.5% |
| Q4 25 | $1.32 | $3.86 | ||
| Q3 25 | $1.20 | $3.43 | ||
| Q2 25 | $0.67 | $4.40 | ||
| Q1 25 | $0.65 | $2.98 | ||
| Q4 24 | $1.29 | $2.26 | ||
| Q3 24 | $-0.40 | $2.12 | ||
| Q2 24 | $0.40 | $1.72 | ||
| Q1 24 | $0.14 | $1.26 |
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 | $302.8M |
| 総負債低いほど良い | $567.5M | $47.5M |
| 株主資本純資産 | $1.4B | $1.0B |
| 総資産 | $2.5B | $1.6B |
| 負債/資本比率低いほどレバレッジが低い | 0.42× | 0.05× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $791.2M | $302.8M | ||
| Q3 25 | $758.6M | $177.2M | ||
| Q2 25 | $713.5M | $149.7M | ||
| Q1 25 | $723.0M | $151.0M | ||
| Q4 24 | $722.1M | $133.1M | ||
| Q3 24 | $657.3M | $165.2M | ||
| Q2 24 | $986.1M | $126.3M | ||
| Q1 24 | $1.0B | $102.5M |
| Q4 25 | $567.5M | $47.5M | ||
| Q3 25 | — | $133.8M | ||
| Q2 25 | — | $250.0M | ||
| Q1 25 | — | $340.0M | ||
| Q4 24 | $564.7M | $406.3M | ||
| Q3 24 | $564.0M | $552.5M | ||
| Q2 24 | $907.3M | $708.1M | ||
| Q1 24 | $911.5M | $877.5M |
| Q4 25 | $1.4B | $1.0B | ||
| Q3 25 | $1.3B | $828.4M | ||
| Q2 25 | $1.3B | $668.3M | ||
| Q1 25 | $1.2B | $436.1M | ||
| Q4 24 | $1.2B | $290.4M | ||
| Q3 24 | $1.2B | $188.1M | ||
| Q2 24 | $1.2B | $95.1M | ||
| Q1 24 | $1.1B | $25.9M |
| Q4 25 | $2.5B | $1.6B | ||
| Q3 25 | $2.4B | $1.5B | ||
| Q2 25 | $2.4B | $1.5B | ||
| Q1 25 | $2.3B | $1.3B | ||
| Q4 24 | $2.3B | $1.2B | ||
| Q3 24 | $2.2B | $1.2B | ||
| Q2 24 | $2.5B | $1.2B | ||
| Q1 24 | $2.5B | $1.2B |
| Q4 25 | 0.42× | 0.05× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.37× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | 0.47× | 1.40× | ||
| Q3 24 | 0.48× | 2.94× | ||
| Q2 24 | 0.78× | 7.45× | ||
| Q1 24 | 0.80× | 33.92× |
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 | $263.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $43.0M | $260.3M |
| FCFマージンFCF / 売上 | 8.8% | 31.9% |
| 設備投資強度設備投資 / 売上 | 7.7% | 0.4% |
| キャッシュ転換率営業CF / 純利益 | 1.54× | 1.13× |
| 直近12ヶ月FCF直近4四半期 | $125.9M | $699.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $80.5M | $263.9M | ||
| Q3 25 | $78.7M | $198.5M | ||
| Q2 25 | $45.2M | $130.4M | ||
| Q1 25 | $28.9M | $123.6M | ||
| Q4 24 | $82.7M | $152.4M | ||
| Q3 24 | $34.1M | $233.7M | ||
| Q2 24 | $6.7M | $231.4M | ||
| Q1 24 | $7.3M | $163.9M |
| Q4 25 | $43.0M | $260.3M | ||
| Q3 25 | $50.8M | $193.3M | ||
| Q2 25 | $17.1M | $125.2M | ||
| Q1 25 | $15.0M | $120.7M | ||
| Q4 24 | $69.9M | $150.4M | ||
| Q3 24 | $21.4M | $231.1M | ||
| Q2 24 | $-8.1M | $229.5M | ||
| Q1 24 | $-9.3M | $160.6M |
| Q4 25 | 8.8% | 31.9% | ||
| Q3 25 | 11.0% | 26.3% | ||
| Q2 25 | 3.9% | 16.5% | ||
| Q1 25 | 3.7% | 18.2% | ||
| Q4 24 | 16.8% | 25.1% | ||
| Q3 24 | 5.7% | 42.0% | ||
| Q2 24 | -2.2% | 45.2% | ||
| Q1 24 | -2.9% | 32.6% |
| Q4 25 | 7.7% | 0.4% | ||
| Q3 25 | 6.0% | 0.7% | ||
| Q2 25 | 6.4% | 0.7% | ||
| Q1 25 | 3.4% | 0.4% | ||
| Q4 24 | 3.1% | 0.3% | ||
| Q3 24 | 3.4% | 0.5% | ||
| Q2 24 | 4.0% | 0.4% | ||
| Q1 24 | 5.1% | 0.7% |
| Q4 25 | 1.54× | 1.13× | ||
| Q3 25 | 1.70× | 0.95× | ||
| Q2 25 | 1.79× | 0.49× | ||
| Q1 25 | 1.17× | 0.68× | ||
| Q4 24 | 1.70× | 1.11× | ||
| Q3 24 | — | 1.83× | ||
| Q2 24 | 0.45× | 2.23× | ||
| Q1 24 | 1.35× | 2.15× |
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% |
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
