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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）とスクエアスペース（AYI）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
APPLIED INDUSTRIAL TECHNOLOGIES INCの直近四半期売上が大きい（$1.2B vs $1.1B、スクエアスペースの約1.0倍）。スクエアスペースの純利益率が高く（10.5% vs 8.2%、差は2.3%）。スクエアスペースの前年同期比売上増加率が高い（20.2% vs 8.4%）。スクエアスペースの直近四半期フリーキャッシュフローが多い（$114.8M vs $93.4M）。過去8四半期でスクエアスペースの売上複合成長率が高い（12.4% vs 0.7%）
Applied Industrial Technologies, Inc.（AIT）は米国に本社を置くグローバルな上場工業企業で、ベアリング、動力伝達製品、エンジニアリング流体動力部品・システム、特殊流量制御製品などの工業用品の流通を軸に、工業・流体動力向けの設計、システムインテグレーション、カスタマイズサービスも提供しています。
スクエアスペースは米国ニューヨークに本社を置くウェブサイト構築・ホスティング企業で、SaaS型のサービスを提供しています。ユーザーは事前用意されたテンプレートやドラッグアンドドロップ機能で簡単にウェブページを作成・修正できます。
AIT vs AYI — 直接比較
損益計算書 — Q2 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.2B | $1.1B |
| 純利益 | $95.3M | $120.5M |
| 粗利率 | 30.4% | 48.4% |
| 営業利益率 | 10.6% | 14.0% |
| 純利益率 | 8.2% | 10.5% |
| 売上前年比 | 8.4% | 20.2% |
| 純利益前年比 | 2.2% | 12.9% |
| EPS（希薄化後） | $2.51 | $3.82 |
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 | $1.2B | $1.1B | ||
| Q3 25 | $1.2B | $1.2B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.2B | $1.0B | ||
| Q4 24 | $1.1B | $951.6M | ||
| Q3 24 | $1.1B | $1.0B | ||
| Q2 24 | $1.2B | $968.1M | ||
| Q1 24 | $1.1B | $905.9M |
| Q4 25 | $95.3M | $120.5M | ||
| Q3 25 | $100.8M | $114.0M | ||
| Q2 25 | $107.8M | $98.4M | ||
| Q1 25 | $99.8M | $77.5M | ||
| Q4 24 | $93.3M | $106.7M | ||
| Q3 24 | $92.1M | $118.9M | ||
| Q2 24 | $103.5M | $113.9M | ||
| Q1 24 | $97.2M | $89.2M |
| Q4 25 | 30.4% | 48.4% | ||
| Q3 25 | 30.1% | 48.9% | ||
| Q2 25 | 30.6% | 48.4% | ||
| Q1 25 | 30.5% | 46.5% | ||
| Q4 24 | 30.6% | 47.2% | ||
| Q3 24 | 29.6% | 47.3% | ||
| Q2 24 | 30.7% | 46.7% | ||
| Q1 24 | 29.5% | 45.5% |
| Q4 25 | 10.6% | 14.0% | ||
| Q3 25 | 10.8% | 14.9% | ||
| Q2 25 | 11.0% | 11.9% | ||
| Q1 25 | 11.1% | 11.0% | ||
| Q4 24 | 11.3% | 14.0% | ||
| Q3 24 | 10.3% | 15.2% | ||
| Q2 24 | 12.0% | 15.0% | ||
| Q1 24 | 10.6% | 13.0% |
| Q4 25 | 8.2% | 10.5% | ||
| Q3 25 | 8.4% | 9.4% | ||
| Q2 25 | 8.8% | 8.3% | ||
| Q1 25 | 8.6% | 7.7% | ||
| Q4 24 | 8.7% | 11.2% | ||
| Q3 24 | 8.4% | 11.5% | ||
| Q2 24 | 8.9% | 11.8% | ||
| Q1 24 | 8.5% | 9.8% |
| Q4 25 | $2.51 | $3.82 | ||
| Q3 25 | $2.63 | $3.61 | ||
| Q2 25 | $2.80 | $3.12 | ||
| Q1 25 | $2.57 | $2.45 | ||
| Q4 24 | $2.39 | $3.35 | ||
| Q3 24 | $2.36 | $3.77 | ||
| Q2 24 | $2.64 | $3.62 | ||
| Q1 24 | $2.48 | $2.84 |
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 | $406.0M | $376.1M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.9B | $2.8B |
| 総資産 | $3.2B | $4.7B |
| 負債/資本比率低いほどレバレッジが低い | — | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $406.0M | $376.1M | ||
| Q3 25 | $418.7M | $422.5M | ||
| Q2 25 | $388.4M | $371.8M | ||
| Q1 25 | $352.8M | $397.9M | ||
| Q4 24 | $303.4M | $935.6M | ||
| Q3 24 | $538.5M | $845.8M | ||
| Q2 24 | $460.6M | $699.0M | ||
| Q1 24 | $456.5M | $578.9M |
| Q4 25 | $1.9B | $2.8B | ||
| Q3 25 | $1.9B | $2.7B | ||
| Q2 25 | $1.8B | $2.6B | ||
| Q1 25 | $1.8B | $2.5B | ||
| Q4 24 | $1.8B | $2.5B | ||
| Q3 24 | $1.8B | $2.4B | ||
| Q2 24 | $1.7B | $2.3B | ||
| Q1 24 | $1.7B | $2.1B |
| Q4 25 | $3.2B | $4.7B | ||
| Q3 25 | $3.2B | $4.8B | ||
| Q2 25 | $3.2B | $4.6B | ||
| Q1 25 | $3.1B | $4.6B | ||
| Q4 24 | $3.0B | $3.9B | ||
| Q3 24 | $3.0B | $3.8B | ||
| Q2 24 | $3.0B | $3.6B | ||
| Q1 24 | $2.9B | $3.5B |
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 | $99.7M | $140.8M |
| フリーキャッシュフロー営業CF - 設備投資 | $93.4M | $114.8M |
| FCFマージンFCF / 売上 | 8.0% | 10.0% |
| 設備投資強度設備投資 / 売上 | 0.5% | 2.3% |
| キャッシュ転換率営業CF / 純利益 | 1.05× | 1.17× |
| 直近12ヶ月FCF直近4四半期 | $458.5M | $534.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $99.7M | $140.8M | ||
| Q3 25 | $119.3M | $202.5M | ||
| Q2 25 | $147.0M | $207.3M | ||
| Q1 25 | $122.5M | $59.4M | ||
| Q4 24 | $95.1M | $132.2M | ||
| Q3 24 | $127.7M | $174.1M | ||
| Q2 24 | $119.2M | $152.5M | ||
| Q1 24 | $84.2M | $102.6M |
| Q4 25 | $93.4M | $114.8M | ||
| Q3 25 | $112.0M | $177.7M | ||
| Q2 25 | $138.2M | $192.3M | ||
| Q1 25 | $114.9M | $49.7M | ||
| Q4 24 | $89.9M | $113.3M | ||
| Q3 24 | $122.2M | $151.1M | ||
| Q2 24 | $111.7M | $140.5M | ||
| Q1 24 | $76.7M | $88.2M |
| Q4 25 | 8.0% | 10.0% | ||
| Q3 25 | 9.3% | 14.7% | ||
| Q2 25 | 11.3% | 16.3% | ||
| Q1 25 | 9.8% | 4.9% | ||
| Q4 24 | 8.4% | 11.9% | ||
| Q3 24 | 11.1% | 14.6% | ||
| Q2 24 | 9.6% | 14.5% | ||
| Q1 24 | 6.7% | 9.7% |
| Q4 25 | 0.5% | 2.3% | ||
| Q3 25 | 0.6% | 2.1% | ||
| Q2 25 | 0.7% | 1.3% | ||
| Q1 25 | 0.6% | 1.0% | ||
| Q4 24 | 0.5% | 2.0% | ||
| Q3 24 | 0.5% | 2.2% | ||
| Q2 24 | 0.6% | 1.2% | ||
| Q1 24 | 0.7% | 1.6% |
| Q4 25 | 1.05× | 1.17× | ||
| Q3 25 | 1.18× | 1.78× | ||
| Q2 25 | 1.36× | 2.11× | ||
| Q1 25 | 1.23× | 0.77× | ||
| Q4 24 | 1.02× | 1.24× | ||
| Q3 24 | 1.39× | 1.46× | ||
| Q2 24 | 1.15× | 1.34× | ||
| Q1 24 | 0.87× | 1.15× |
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
AIT
| Service Center Based Distribution Segment | $625.2M | 54% |
| Engineered Solutions Segment | $398.9M | 34% |
| Other | $75.8M | 7% |
| Hydradyne LLC | $63.1M | 5% |
AYI
| Sales Channel Through Independent Sales Network | $616.7M | 54% |
| Acuity Intelligent Spaces | $248.1M | 22% |
| QSCLLC | $95.1M | 8% |
| Sales Channel Through Direct Sales Network | $70.6M | 6% |
| Sales Channel Through Original Equipment Manufacturer And Other | $49.1M | 4% |
| Sales Channel Through Corporate Accounts Network | $40.7M | 4% |
| Sales Channel Through Retail | $40.3M | 4% |
