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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）とLCI INDUSTRIES（LCII）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（$1.3B vs $932.7M、LCI INDUSTRIESの約1.3倍）。APPLIED INDUSTRIAL TECHNOLOGIES INCの純利益率が高く（8.0% vs 2.0%、差は6.0%）。LCI INDUSTRIESの前年同期比売上増加率が高い（16.1% vs 7.3%）。APPLIED INDUSTRIAL TECHNOLOGIES INCの直近四半期フリーキャッシュフローが多い（$95.4M vs $64.3M）。過去8四半期でAPPLIED INDUSTRIAL TECHNOLOGIES INCの売上複合成長率が高い（3.8% vs -1.8%）
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。
ラッキーコア・インダストリーズ・リミテッドは旧ICIパキスタンとして知られるパキスタンの複合企業グループで、本社をカラチに置き、ポリエステル、医薬品、農業化学品、ソーダ灰、獣医薬品などの製造・供給を行っています。
AIT vs LCII — 直接比較
損益計算書 — Q3 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.3B | $932.7M |
| 純利益 | $99.8M | $18.7M |
| 粗利率 | 30.4% | 22.1% |
| 営業利益率 | 11.0% | 3.8% |
| 純利益率 | 8.0% | 2.0% |
| 売上前年比 | 7.3% | 16.1% |
| 純利益前年比 | -0.0% | 95.7% |
| EPS（希薄化後） | $2.65 | $0.79 |
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 | $1.3B | — | ||
| Q4 25 | $1.2B | $932.7M | ||
| Q3 25 | $1.2B | $1.0B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.2B | $1.0B | ||
| Q4 24 | $1.1B | $803.1M | ||
| Q3 24 | $1.1B | $915.5M | ||
| Q2 24 | $1.2B | $1.1B |
| Q1 26 | $99.8M | — | ||
| Q4 25 | $95.3M | $18.7M | ||
| Q3 25 | $100.8M | $62.5M | ||
| Q2 25 | $107.8M | $57.6M | ||
| Q1 25 | $99.8M | $49.4M | ||
| Q4 24 | $93.3M | $9.5M | ||
| Q3 24 | $92.1M | $35.6M | ||
| Q2 24 | $103.5M | $61.2M |
| Q1 26 | 30.4% | — | ||
| Q4 25 | 30.4% | 22.1% | ||
| Q3 25 | 30.1% | 24.4% | ||
| Q2 25 | 30.6% | 24.4% | ||
| Q1 25 | 30.5% | 24.1% | ||
| Q4 24 | 30.6% | 21.1% | ||
| Q3 24 | 29.6% | 24.0% | ||
| Q2 24 | 30.7% | 25.3% |
| Q1 26 | 11.0% | — | ||
| Q4 25 | 10.6% | 3.8% | ||
| Q3 25 | 10.8% | 7.3% | ||
| Q2 25 | 11.0% | 7.9% | ||
| Q1 25 | 11.1% | 7.8% | ||
| Q4 24 | 11.3% | 2.0% | ||
| Q3 24 | 10.3% | 5.9% | ||
| Q2 24 | 12.0% | 8.6% |
| Q1 26 | 8.0% | — | ||
| Q4 25 | 8.2% | 2.0% | ||
| Q3 25 | 8.4% | 6.0% | ||
| Q2 25 | 8.8% | 5.2% | ||
| Q1 25 | 8.6% | 4.7% | ||
| Q4 24 | 8.7% | 1.2% | ||
| Q3 24 | 8.4% | 3.9% | ||
| Q2 24 | 8.9% | 5.8% |
| Q1 26 | $2.65 | — | ||
| Q4 25 | $2.51 | $0.79 | ||
| Q3 25 | $2.63 | $2.55 | ||
| Q2 25 | $2.80 | $2.29 | ||
| Q1 25 | $2.57 | $1.94 | ||
| Q4 24 | $2.39 | $0.37 | ||
| Q3 24 | $2.36 | $1.39 | ||
| Q2 24 | $2.64 | $2.40 |
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 | $171.6M | $222.6M |
| 総負債低いほど良い | $365.3M | $945.2M |
| 株主資本純資産 | $1.9B | $1.4B |
| 総資産 | $3.0B | $3.2B |
| 負債/資本比率低いほどレバレッジが低い | 0.20× | 0.69× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $171.6M | — | ||
| Q4 25 | $406.0M | $222.6M | ||
| Q3 25 | $418.7M | $199.7M | ||
| Q2 25 | $388.4M | $191.9M | ||
| Q1 25 | $352.8M | $231.2M | ||
| Q4 24 | $303.4M | $165.8M | ||
| Q3 24 | $538.5M | $161.2M | ||
| Q2 24 | $460.6M | $130.4M |
| Q1 26 | $365.3M | — | ||
| Q4 25 | — | $945.2M | ||
| Q3 25 | — | $947.8M | ||
| Q2 25 | — | $948.0M | ||
| Q1 25 | — | $938.3M | ||
| Q4 24 | — | $757.3M | ||
| Q3 24 | — | $822.5M | ||
| Q2 24 | — | $829.7M |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.9B | $1.4B | ||
| Q3 25 | $1.9B | $1.4B | ||
| Q2 25 | $1.8B | $1.4B | ||
| Q1 25 | $1.8B | $1.4B | ||
| Q4 24 | $1.8B | $1.4B | ||
| Q3 24 | $1.8B | $1.4B | ||
| Q2 24 | $1.7B | $1.4B |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.2B | $3.2B | ||
| Q3 25 | $3.2B | $3.2B | ||
| Q2 25 | $3.2B | $3.2B | ||
| Q1 25 | $3.1B | $3.1B | ||
| Q4 24 | $3.0B | $2.9B | ||
| Q3 24 | $3.0B | $3.0B | ||
| Q2 24 | $3.0B | $3.0B |
| Q1 26 | 0.20× | — | ||
| Q4 25 | — | 0.69× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 0.68× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.55× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | — | 0.60× |
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 | $319.1M | $78.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $95.4M | $64.3M |
| FCFマージンFCF / 売上 | 7.6% | 6.9% |
| 設備投資強度設備投資 / 売上 | 1.5% | 1.6% |
| キャッシュ転換率営業CF / 純利益 | 3.20× | 4.22× |
| 直近12ヶ月FCF直近4四半期 | $438.9M | $278.3M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $319.1M | — | ||
| Q4 25 | $99.7M | $78.9M | ||
| Q3 25 | $119.3M | $97.2M | ||
| Q2 25 | $147.0M | $112.2M | ||
| Q1 25 | $122.5M | $42.7M | ||
| Q4 24 | $95.1M | $106.6M | ||
| Q3 24 | $127.7M | $78.4M | ||
| Q2 24 | $119.2M | $192.9M |
| Q1 26 | $95.4M | — | ||
| Q4 25 | $93.4M | $64.3M | ||
| Q3 25 | $112.0M | $80.9M | ||
| Q2 25 | $138.2M | $99.5M | ||
| Q1 25 | $114.9M | $33.7M | ||
| Q4 24 | $89.9M | $95.7M | ||
| Q3 24 | $122.2M | $68.3M | ||
| Q2 24 | $111.7M | $180.2M |
| Q1 26 | 7.6% | — | ||
| Q4 25 | 8.0% | 6.9% | ||
| Q3 25 | 9.3% | 7.8% | ||
| Q2 25 | 11.3% | 9.0% | ||
| Q1 25 | 9.8% | 3.2% | ||
| Q4 24 | 8.4% | 11.9% | ||
| Q3 24 | 11.1% | 7.5% | ||
| Q2 24 | 9.6% | 17.1% |
| Q1 26 | 1.5% | — | ||
| Q4 25 | 0.5% | 1.6% | ||
| Q3 25 | 0.6% | 1.6% | ||
| Q2 25 | 0.7% | 1.2% | ||
| Q1 25 | 0.6% | 0.9% | ||
| Q4 24 | 0.5% | 1.4% | ||
| Q3 24 | 0.5% | 1.1% | ||
| Q2 24 | 0.6% | 1.2% |
| Q1 26 | 3.20× | — | ||
| Q4 25 | 1.05× | 4.22× | ||
| Q3 25 | 1.18× | 1.55× | ||
| Q2 25 | 1.36× | 1.95× | ||
| Q1 25 | 1.23× | 0.86× | ||
| Q4 24 | 1.02× | 11.17× | ||
| Q3 24 | 1.39× | 2.20× | ||
| Q2 24 | 1.15× | 3.15× |
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
セグメントデータなし
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
