vs
APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）とIES Holdings, Inc.（IESC）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 $871.0M、IES Holdings, Inc.の約1.3倍）。IES Holdings, Inc.の純利益率が高く（10.5% vs 8.2%、差は2.3%）。IES Holdings, Inc.の前年同期比売上増加率が高い（16.2% vs 8.4%）。APPLIED INDUSTRIAL TECHNOLOGIES INCの直近四半期フリーキャッシュフローが多い（$93.4M vs $-18.9M）。過去8四半期でIES Holdings, Inc.の売上複合成長率が高い（11.1% 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。
IES Holdings, Inc.は旧社名Integrated Electrical Services, Inc.で、統合電気・技術システムの設計・設置を手がけるほか、データセンター、住宅、商業施設・工業施設など多様な末端市場向けにインフラ関連製品・サービスを提供している。
AIT vs IESC — 直接比較
損益計算書 — Q2 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.2B | $871.0M |
| 純利益 | $95.3M | $91.8M |
| 粗利率 | 30.4% | 25.3% |
| 営業利益率 | 10.6% | 11.2% |
| 純利益率 | 8.2% | 10.5% |
| 売上前年比 | 8.4% | 16.2% |
| 純利益前年比 | 2.2% | 59.1% |
| EPS（希薄化後） | $2.51 | $4.51 |
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 | $871.0M | ||
| Q3 25 | $1.2B | $897.8M | ||
| Q2 25 | $1.2B | $890.2M | ||
| Q1 25 | $1.2B | $834.0M | ||
| Q4 24 | $1.1B | $749.5M | ||
| Q3 24 | $1.1B | $775.8M | ||
| Q2 24 | $1.2B | $768.4M | ||
| Q1 24 | $1.1B | $705.7M |
| Q4 25 | $95.3M | $91.8M | ||
| Q3 25 | $100.8M | $102.3M | ||
| Q2 25 | $107.8M | $79.3M | ||
| Q1 25 | $99.8M | $72.6M | ||
| Q4 24 | $93.3M | $57.7M | ||
| Q3 24 | $92.1M | $65.5M | ||
| Q2 24 | $103.5M | $66.6M | ||
| Q1 24 | $97.2M | $56.8M |
| Q4 25 | 30.4% | 25.3% | ||
| Q3 25 | 30.1% | 26.0% | ||
| Q2 25 | 30.6% | 26.9% | ||
| Q1 25 | 30.5% | 25.0% | ||
| Q4 24 | 30.6% | 23.8% | ||
| Q3 24 | 29.6% | 24.0% | ||
| Q2 24 | 30.7% | 25.3% | ||
| Q1 24 | 29.5% | 24.3% |
| Q4 25 | 10.6% | 11.2% | ||
| Q3 25 | 10.8% | 11.6% | ||
| Q2 25 | 11.0% | 12.6% | ||
| Q1 25 | 11.1% | 11.1% | ||
| Q4 24 | 11.3% | 10.0% | ||
| Q3 24 | 10.3% | 9.7% | ||
| Q2 24 | 12.0% | 11.7% | ||
| Q1 24 | 10.6% | 11.0% |
| Q4 25 | 8.2% | 10.5% | ||
| Q3 25 | 8.4% | 11.4% | ||
| Q2 25 | 8.8% | 8.9% | ||
| Q1 25 | 8.6% | 8.7% | ||
| Q4 24 | 8.7% | 7.7% | ||
| Q3 24 | 8.4% | 8.4% | ||
| Q2 24 | 8.9% | 8.7% | ||
| Q1 24 | 8.5% | 8.0% |
| Q4 25 | $2.51 | $4.51 | ||
| Q3 25 | $2.63 | $4.99 | ||
| Q2 25 | $2.80 | $3.81 | ||
| Q1 25 | $2.57 | $3.50 | ||
| Q4 24 | $2.39 | $2.72 | ||
| Q3 24 | $2.36 | $3.06 | ||
| Q2 24 | $2.64 | $2.67 | ||
| Q1 24 | $2.48 | $2.29 |
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 | $258.7M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.9B | $961.1M |
| 総資産 | $3.2B | $1.7B |
| 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 | $258.7M | ||
| Q3 25 | $418.7M | $231.8M | ||
| Q2 25 | $388.4M | $168.3M | ||
| Q1 25 | $352.8M | $88.3M | ||
| Q4 24 | $303.4M | $112.0M | ||
| Q3 24 | $538.5M | $135.8M | ||
| Q2 24 | $460.6M | $44.9M | ||
| Q1 24 | $456.5M | $106.0M |
| Q4 25 | $1.9B | $961.1M | ||
| Q3 25 | $1.9B | $884.0M | ||
| Q2 25 | $1.8B | $781.4M | ||
| Q1 25 | $1.8B | $705.8M | ||
| Q4 24 | $1.8B | $652.4M | ||
| Q3 24 | $1.8B | $611.1M | ||
| Q2 24 | $1.7B | $567.5M | ||
| Q1 24 | $1.7B | $534.8M |
| Q4 25 | $3.2B | $1.7B | ||
| Q3 25 | $3.2B | $1.6B | ||
| Q2 25 | $3.2B | $1.5B | ||
| Q1 25 | $3.1B | $1.4B | ||
| Q4 24 | $3.0B | $1.3B | ||
| Q3 24 | $3.0B | $1.2B | ||
| Q2 24 | $3.0B | $1.2B | ||
| Q1 24 | $2.9B | $1.1B |
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 | $27.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $93.4M | $-18.9M |
| FCFマージンFCF / 売上 | 8.0% | -2.2% |
| 設備投資強度設備投資 / 売上 | 0.5% | 5.3% |
| キャッシュ転換率営業CF / 純利益 | 1.05× | 0.30× |
| 直近12ヶ月FCF直近4四半期 | $458.5M | $175.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $99.7M | $27.7M | ||
| Q3 25 | $119.3M | $132.0M | ||
| Q2 25 | $147.0M | $92.0M | ||
| Q1 25 | $122.5M | $24.8M | ||
| Q4 24 | $95.1M | $37.3M | ||
| Q3 24 | $127.7M | $92.8M | ||
| Q2 24 | $119.2M | $82.9M | ||
| Q1 24 | $84.2M | $33.7M |
| Q4 25 | $93.4M | $-18.9M | ||
| Q3 25 | $112.0M | $112.0M | ||
| Q2 25 | $138.2M | $74.8M | ||
| Q1 25 | $114.9M | $7.9M | ||
| Q4 24 | $89.9M | $24.1M | ||
| Q3 24 | $122.2M | $78.5M | ||
| Q2 24 | $111.7M | $65.4M | ||
| Q1 24 | $76.7M | $26.9M |
| Q4 25 | 8.0% | -2.2% | ||
| Q3 25 | 9.3% | 12.5% | ||
| Q2 25 | 11.3% | 8.4% | ||
| Q1 25 | 9.8% | 0.9% | ||
| Q4 24 | 8.4% | 3.2% | ||
| Q3 24 | 11.1% | 10.1% | ||
| Q2 24 | 9.6% | 8.5% | ||
| Q1 24 | 6.7% | 3.8% |
| Q4 25 | 0.5% | 5.3% | ||
| Q3 25 | 0.6% | 2.2% | ||
| Q2 25 | 0.7% | 1.9% | ||
| Q1 25 | 0.6% | 2.0% | ||
| Q4 24 | 0.5% | 1.8% | ||
| Q3 24 | 0.5% | 1.8% | ||
| Q2 24 | 0.6% | 2.3% | ||
| Q1 24 | 0.7% | 1.0% |
| Q4 25 | 1.05× | 0.30× | ||
| Q3 25 | 1.18× | 1.29× | ||
| Q2 25 | 1.36× | 1.16× | ||
| Q1 25 | 1.23× | 0.34× | ||
| Q4 24 | 1.02× | 0.65× | ||
| Q3 24 | 1.39× | 1.42× | ||
| Q2 24 | 1.15× | 1.24× | ||
| Q1 24 | 0.87× | 0.59× |
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% |
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
