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ADVANCED ENERGY INDUSTRIES INC（AEIS）とVertiv Holdings Co（VRT）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
Vertiv Holdings Coの直近四半期売上が大きい（$2.6B vs $489.4M、ADVANCED ENERGY INDUSTRIES INCの約5.4倍）。Vertiv Holdings Coの純利益率が高く（14.7% vs 10.7%、差は4.0%）。Vertiv Holdings Coの前年同期比売上増加率が高い（30.1% vs 17.8%）。Vertiv Holdings Coの直近四半期フリーキャッシュフローが多い（$652.8M vs $43.0M）。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 16.5%）
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。
Vertiv Holdings Coはアメリカ発祥の多国籍企業で、データセンター、通信ネットワーク、商業施設及び産業現場向けに重要なインフラストラクチャーと関連サービスを提供し、顧客の重要業務の安定的な運用を支援している。
AEIS vs VRT — 直接比較
損益計算書 — Q4 2025 vs Q1 2026
| 指標 | | |
|---|---|---|
| 売上 | $489.4M | $2.6B |
| 純利益 | $52.3M | $390.1M |
| 粗利率 | 38.6% | 37.7% |
| 営業利益率 | 11.6% | — |
| 純利益率 | 10.7% | 14.7% |
| 売上前年比 | 17.8% | 30.1% |
| 純利益前年比 | 7.4% | 137.1% |
| EPS（希薄化後） | $1.32 | $0.99 |
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 | — | $2.6B | ||
| Q4 25 | $489.4M | $2.9B | ||
| Q3 25 | $463.3M | $2.7B | ||
| Q2 25 | $441.5M | $2.6B | ||
| Q1 25 | $404.6M | $2.0B | ||
| Q4 24 | $415.4M | $2.3B | ||
| Q3 24 | $374.2M | $2.1B | ||
| Q2 24 | $364.9M | $2.0B |
| Q1 26 | — | $390.1M | ||
| Q4 25 | $52.3M | $445.6M | ||
| Q3 25 | $46.2M | $398.5M | ||
| Q2 25 | $25.2M | $324.2M | ||
| Q1 25 | $24.7M | $164.5M | ||
| Q4 24 | $48.7M | $147.0M | ||
| Q3 24 | $-14.9M | $176.6M | ||
| Q2 24 | $15.0M | $178.1M |
| Q1 26 | — | 37.7% | ||
| Q4 25 | 38.6% | 38.9% | ||
| Q3 25 | 37.6% | 37.8% | ||
| Q2 25 | 37.0% | 34.0% | ||
| Q1 25 | 37.2% | 33.7% | ||
| Q4 24 | 37.2% | 37.1% | ||
| Q3 24 | 35.8% | 36.5% | ||
| Q2 24 | 35.0% | 38.0% |
| Q1 26 | — | — | ||
| Q4 25 | 11.6% | 20.1% | ||
| Q3 25 | 10.6% | 19.3% | ||
| Q2 25 | 7.2% | 16.8% | ||
| Q1 25 | 7.6% | 14.3% | ||
| Q4 24 | 8.2% | 19.5% | ||
| Q3 24 | -3.0% | 17.9% | ||
| Q2 24 | 3.6% | 17.2% |
| Q1 26 | — | 14.7% | ||
| Q4 25 | 10.7% | 15.5% | ||
| Q3 25 | 10.0% | 14.9% | ||
| Q2 25 | 5.7% | 12.3% | ||
| Q1 25 | 6.1% | 8.1% | ||
| Q4 24 | 11.7% | 6.3% | ||
| Q3 24 | -4.0% | 8.5% | ||
| Q2 24 | 4.1% | 9.1% |
| Q1 26 | — | $0.99 | ||
| Q4 25 | $1.32 | $1.14 | ||
| Q3 25 | $1.20 | $1.02 | ||
| Q2 25 | $0.67 | $0.83 | ||
| Q1 25 | $0.65 | $0.42 | ||
| Q4 24 | $1.29 | $0.38 | ||
| Q3 24 | $-0.40 | $0.46 | ||
| Q2 24 | $0.40 | $0.46 |
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 | $2.5B |
| 総負債低いほど良い | $567.5M | $0 |
| 株主資本純資産 | $1.4B | $4.2B |
| 総資産 | $2.5B | $13.4B |
| 負債/資本比率低いほどレバレッジが低い | 0.42× | 0.00× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $2.5B | ||
| Q4 25 | $791.2M | $1.7B | ||
| Q3 25 | $758.6M | $1.4B | ||
| Q2 25 | $713.5M | $1.6B | ||
| Q1 25 | $723.0M | $1.5B | ||
| Q4 24 | $722.1M | $1.2B | ||
| Q3 24 | $657.3M | $908.7M | ||
| Q2 24 | $986.1M | $579.7M |
| Q1 26 | — | $0 | ||
| Q4 25 | $567.5M | $2.9B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | $564.7M | $2.9B | ||
| Q3 24 | $564.0M | $2.9B | ||
| Q2 24 | $907.3M | $2.9B |
| Q1 26 | — | $4.2B | ||
| Q4 25 | $1.4B | $3.9B | ||
| Q3 25 | $1.3B | $3.5B | ||
| Q2 25 | $1.3B | $3.1B | ||
| Q1 25 | $1.2B | $2.7B | ||
| Q4 24 | $1.2B | $2.4B | ||
| Q3 24 | $1.2B | $1.8B | ||
| Q2 24 | $1.2B | $1.5B |
| Q1 26 | — | $13.4B | ||
| Q4 25 | $2.5B | $12.2B | ||
| Q3 25 | $2.4B | $10.8B | ||
| Q2 25 | $2.4B | $10.4B | ||
| Q1 25 | $2.3B | $9.5B | ||
| Q4 24 | $2.3B | $9.1B | ||
| Q3 24 | $2.2B | $8.9B | ||
| Q2 24 | $2.5B | $8.1B |
| Q1 26 | — | 0.00× | ||
| Q4 25 | 0.42× | 0.74× | ||
| Q3 25 | — | 0.83× | ||
| Q2 25 | — | 0.93× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | 0.47× | 1.20× | ||
| Q3 24 | 0.48× | 1.62× | ||
| Q2 24 | 0.78× | 1.91× |
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 | $652.8M |
| FCFマージンFCF / 売上 | 8.8% | 24.6% |
| 設備投資強度設備投資 / 売上 | 7.7% | 4.2% |
| 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 | $2.3B |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $80.5M | $978.9M | ||
| Q3 25 | $78.7M | $508.7M | ||
| Q2 25 | $45.2M | $322.9M | ||
| Q1 25 | $28.9M | $303.3M | ||
| Q4 24 | $82.7M | $425.2M | ||
| Q3 24 | $34.1M | $378.2M | ||
| Q2 24 | $6.7M | $378.4M |
| Q1 26 | — | $652.8M | ||
| Q4 25 | $43.0M | $885.6M | ||
| Q3 25 | $50.8M | $463.5M | ||
| Q2 25 | $17.1M | $277.9M | ||
| Q1 25 | $15.0M | $266.8M | ||
| Q4 24 | $69.9M | $364.5M | ||
| Q3 24 | $21.4M | $341.8M | ||
| Q2 24 | $-8.1M | $344.3M |
| Q1 26 | — | 24.6% | ||
| Q4 25 | 8.8% | 30.8% | ||
| Q3 25 | 11.0% | 17.3% | ||
| Q2 25 | 3.9% | 10.5% | ||
| Q1 25 | 3.7% | 13.1% | ||
| Q4 24 | 16.8% | 15.5% | ||
| Q3 24 | 5.7% | 16.5% | ||
| Q2 24 | -2.2% | 17.6% |
| Q1 26 | — | 4.2% | ||
| Q4 25 | 7.7% | 3.2% | ||
| Q3 25 | 6.0% | 1.7% | ||
| Q2 25 | 6.4% | 1.7% | ||
| Q1 25 | 3.4% | 1.8% | ||
| Q4 24 | 3.1% | 2.6% | ||
| Q3 24 | 3.4% | 1.8% | ||
| Q2 24 | 4.0% | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | 1.54× | 2.20× | ||
| Q3 25 | 1.70× | 1.28× | ||
| Q2 25 | 1.79× | 1.00× | ||
| Q1 25 | 1.17× | 1.84× | ||
| Q4 24 | 1.70× | 2.89× | ||
| Q3 24 | — | 2.14× | ||
| Q2 24 | 0.45× | 2.12× |
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% |
VRT
セグメントデータなし
