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Affirm Holdings, Inc.（AFRM）とAntero Midstream Corp（AM）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
Affirm Holdings, Inc.の直近四半期売上が大きい（$401.4M vs $297.0M、Antero Midstream Corpの約1.4倍）。Affirm Holdings, Inc.の純利益率が高く（32.3% vs 17.5%、差は14.8%）。Affirm Holdings, Inc.の前年同期比売上増加率が高い（32.5% vs 3.3%）。過去8四半期でAffirm Holdings, Inc.の売上複合成長率が高い（43.5% vs 3.2%）
アファーム・ホールディングスは米国の金融テクノロジー企業で、購入時ローンや後払い決済サービス（BNPL）を提供しています。PayPal共同創業者のマックス・レフチンが2012年に設立した米国最大のBNPL事業者で、2025年現在利用者数は約2600万人、年間決済処理額は370億米ドルに上ります。
Antero Midstream Corpは米国のエネルギー企業で、デラウェア州に法人登録され、本社をコロラド州デンバーに置く。同社の石油・天然ガス埋蔵量は全てアパラチア盆地にあり、水圧破砕技術を用いて採掘を行っている。
AFRM vs AM — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $401.4M | $297.0M |
| 純利益 | $129.6M | $51.9M |
| 粗利率 | — | — |
| 営業利益率 | 29.3% | 33.8% |
| 純利益率 | 32.3% | 17.5% |
| 売上前年比 | 32.5% | 3.3% |
| 純利益前年比 | 61.3% | -53.3% |
| EPS（希薄化後） | $0.37 | $0.11 |
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 | $401.4M | $297.0M | ||
| Q3 25 | $320.5M | $294.8M | ||
| Q2 25 | $306.6M | $305.5M | ||
| Q1 25 | $272.5M | $291.1M | ||
| Q4 24 | $303.0M | $287.5M | ||
| Q3 24 | $231.8M | $269.9M | ||
| Q2 24 | $224.0M | $269.8M | ||
| Q1 24 | $195.0M | $279.1M |
| Q4 25 | $129.6M | $51.9M | ||
| Q3 25 | $80.7M | $116.0M | ||
| Q2 25 | $69.2M | $124.5M | ||
| Q1 25 | $2.8M | $120.7M | ||
| Q4 24 | $80.4M | $111.2M | ||
| Q3 24 | $-100.2M | $99.7M | ||
| Q2 24 | $-45.1M | $86.0M | ||
| Q1 24 | $-133.9M | $103.9M |
| Q4 25 | 29.3% | 33.8% | ||
| Q3 25 | 19.9% | 61.2% | ||
| Q2 25 | 18.9% | 61.0% | ||
| Q1 25 | -3.1% | 60.9% | ||
| Q4 24 | -1.4% | 61.8% | ||
| Q3 24 | -57.2% | 60.2% | ||
| Q2 24 | -32.8% | 56.6% | ||
| Q1 24 | -82.5% | 59.6% |
| Q4 25 | 32.3% | 17.5% | ||
| Q3 25 | 25.2% | 39.3% | ||
| Q2 25 | 22.6% | 40.8% | ||
| Q1 25 | 1.0% | 41.5% | ||
| Q4 24 | 26.5% | 38.7% | ||
| Q3 24 | -43.2% | 37.0% | ||
| Q2 24 | -20.2% | 31.9% | ||
| Q1 24 | -68.7% | 37.2% |
| Q4 25 | $0.37 | $0.11 | ||
| Q3 25 | $0.23 | $0.24 | ||
| Q2 25 | $0.22 | $0.26 | ||
| Q1 25 | $0.01 | $0.25 | ||
| Q4 24 | $0.23 | $0.23 | ||
| Q3 24 | $-0.31 | $0.21 | ||
| Q2 24 | $-0.13 | $0.18 | ||
| Q1 24 | $-0.43 | $0.21 |
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 | $1.5B | $180.4M |
| 総負債低いほど良い | $9.0B | $3.2B |
| 株主資本純資産 | $3.5B | $2.0B |
| 総資産 | $13.0B | $5.9B |
| 負債/資本比率低いほどレバレッジが低い | 2.54× | 1.63× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.5B | $180.4M | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — | ||
| Q1 24 | $1.3B | $26.1M |
| Q4 25 | $9.0B | $3.2B | ||
| Q3 25 | $7.7B | $3.0B | ||
| Q2 25 | $7.6B | $3.0B | ||
| Q1 25 | $7.1B | $3.1B | ||
| Q4 24 | $7.3B | $3.1B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | $1.8B | $3.2B | ||
| Q1 24 | — | $3.2B |
| Q4 25 | $3.5B | $2.0B | ||
| Q3 25 | $3.3B | $2.1B | ||
| Q2 25 | $3.1B | $2.1B | ||
| Q1 25 | $2.9B | $2.1B | ||
| Q4 24 | $2.8B | $2.1B | ||
| Q3 24 | $2.8B | $2.1B | ||
| Q2 24 | $2.7B | $2.1B | ||
| Q1 24 | $2.6B | $2.2B |
| Q4 25 | $13.0B | $5.9B | ||
| Q3 25 | $11.5B | $5.7B | ||
| Q2 25 | $11.2B | $5.7B | ||
| Q1 25 | $10.4B | $5.8B | ||
| Q4 24 | $10.5B | $5.8B | ||
| Q3 24 | $10.1B | $5.8B | ||
| Q2 24 | $9.5B | $5.8B | ||
| Q1 24 | $9.2B | $5.7B |
| Q4 25 | 2.54× | 1.63× | ||
| Q3 25 | 2.35× | 1.46× | ||
| Q2 25 | 2.48× | 1.45× | ||
| Q1 25 | 2.49× | 1.49× | ||
| Q4 24 | 2.62× | 1.47× | ||
| Q3 24 | — | 1.49× | ||
| Q2 24 | 0.67× | 1.50× | ||
| Q1 24 | — | 1.48× |
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 | $173.7M | $255.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $118.0M | — |
| FCFマージンFCF / 売上 | 29.4% | — |
| 設備投資強度設備投資 / 売上 | 13.9% | — |
| キャッシュ転換率営業CF / 純利益 | 1.34× | 4.92× |
| 直近12ヶ月FCF直近4四半期 | $619.1M | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $173.7M | $255.5M | ||
| Q3 25 | $374.6M | $212.8M | ||
| Q2 25 | $74.6M | $265.2M | ||
| Q1 25 | $210.4M | $198.9M | ||
| Q4 24 | $312.0M | $232.7M | ||
| Q3 24 | $196.9M | $184.9M | ||
| Q2 24 | $68.8M | $215.8M | ||
| Q1 24 | $208.2M | $210.6M |
| Q4 25 | $118.0M | — | ||
| Q3 25 | $320.2M | — | ||
| Q2 25 | $23.5M | — | ||
| Q1 25 | $157.4M | — | ||
| Q4 24 | $268.1M | — | ||
| Q3 24 | $152.7M | $184.3M | ||
| Q2 24 | $30.5M | $147.2M | ||
| Q1 24 | $161.7M | $208.5M |
| Q4 25 | 29.4% | — | ||
| Q3 25 | 99.9% | — | ||
| Q2 25 | 7.7% | — | ||
| Q1 25 | 57.7% | — | ||
| Q4 24 | 88.5% | — | ||
| Q3 24 | 65.9% | 68.3% | ||
| Q2 24 | 13.6% | 54.6% | ||
| Q1 24 | 82.9% | 74.7% |
| Q4 25 | 13.9% | — | ||
| Q3 25 | 17.0% | — | ||
| Q2 25 | 16.7% | — | ||
| Q1 25 | 19.5% | — | ||
| Q4 24 | 14.5% | 0.0% | ||
| Q3 24 | 19.0% | 0.2% | ||
| Q2 24 | 17.1% | 25.4% | ||
| Q1 24 | 23.8% | 0.7% |
| Q4 25 | 1.34× | 4.92× | ||
| Q3 25 | 4.64× | 1.84× | ||
| Q2 25 | 1.08× | 2.13× | ||
| Q1 25 | 75.03× | 1.65× | ||
| Q4 24 | 3.88× | 2.09× | ||
| Q3 24 | — | 1.85× | ||
| Q2 24 | — | 2.51× | ||
| Q1 24 | — | 2.03× |
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
AFRM
| Merchant Network | $328.4M | 82% |
| Virtual Card Network | $73.0M | 18% |
| Commercial Agreement Amazon | $1.9M | 0% |
AM
| Gathering Low Pressure | $114.2M | 38% |
| Natural Gas Water Handling And Treatment Affiliate | $63.2M | 21% |
| Water Handling | $55.7M | 19% |
| Fresh Water Delivery | $37.2M | 13% |
| Other Fluid Handling | $26.9M | 9% |
