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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）とMAXIMUS, INC.（MMS）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
MAXIMUS, INC.の直近四半期売上が大きい（$1.3B vs $1.2B、APPLIED INDUSTRIAL TECHNOLOGIES INCの約1.2倍）。APPLIED INDUSTRIAL TECHNOLOGIES INCの純利益率が高く（8.2% vs 7.0%、差は1.2%）。APPLIED INDUSTRIAL TECHNOLOGIES INCの前年同期比売上増加率が高い（8.4% vs -4.1%）。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 $-250.7M）。過去8四半期でAPPLIED INDUSTRIAL TECHNOLOGIES INCの売上複合成長率が高い（0.7% vs -0.1%）
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。
MAXIMUS社は米国の政府向けサービス企業で、米国、カナダ、英国などで事業を展開している。メディケイド、メディケア、医療改革、就労支援、学生ローン管理など各種政府プログラムに管理業務や関連サービスを提供する。本社はバージニア州タイソンズに所在し、従業員数3万9600人、2024会計年度の売上高は53億米ドルである。
AIT vs MMS — 直接比較
損益計算書 — Q2 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.2B | $1.3B |
| 純利益 | $95.3M | $93.9M |
| 粗利率 | 30.4% | 23.7% |
| 営業利益率 | 10.6% | 10.9% |
| 純利益率 | 8.2% | 7.0% |
| 売上前年比 | 8.4% | -4.1% |
| 純利益前年比 | 2.2% | 128.0% |
| EPS（希薄化後） | $2.51 | $1.70 |
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 | $1.3B | ||
| Q3 25 | $1.2B | $1.3B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $1.2B | $1.4B | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.2B | $1.3B | ||
| Q1 24 | $1.1B | $1.3B |
| Q4 25 | $95.3M | $93.9M | ||
| Q3 25 | $100.8M | $75.3M | ||
| Q2 25 | $107.8M | $106.0M | ||
| Q1 25 | $99.8M | $96.6M | ||
| Q4 24 | $93.3M | $41.2M | ||
| Q3 24 | $92.1M | $72.5M | ||
| Q2 24 | $103.5M | $89.8M | ||
| Q1 24 | $97.2M | $80.5M |
| Q4 25 | 30.4% | 23.7% | ||
| Q3 25 | 30.1% | 25.3% | ||
| Q2 25 | 30.6% | 26.7% | ||
| Q1 25 | 30.5% | 24.9% | ||
| Q4 24 | 30.6% | 21.5% | ||
| Q3 24 | 29.6% | 22.9% | ||
| Q2 24 | 30.7% | 25.3% | ||
| Q1 24 | 29.5% | 23.6% |
| Q4 25 | 10.6% | 10.9% | ||
| Q3 25 | 10.8% | 9.3% | ||
| Q2 25 | 11.0% | 12.3% | ||
| Q1 25 | 11.1% | 11.2% | ||
| Q4 24 | 11.3% | 6.2% | ||
| Q3 24 | 10.3% | 8.5% | ||
| Q2 24 | 12.0% | 10.8% | ||
| Q1 24 | 10.6% | 9.5% |
| Q4 25 | 8.2% | 7.0% | ||
| Q3 25 | 8.4% | 5.7% | ||
| Q2 25 | 8.8% | 7.9% | ||
| Q1 25 | 8.6% | 7.1% | ||
| Q4 24 | 8.7% | 2.9% | ||
| Q3 24 | 8.4% | 5.5% | ||
| Q2 24 | 8.9% | 6.8% | ||
| Q1 24 | 8.5% | 6.0% |
| Q4 25 | $2.51 | $1.70 | ||
| Q3 25 | $2.63 | $1.27 | ||
| Q2 25 | $2.80 | $1.86 | ||
| Q1 25 | $2.57 | $1.69 | ||
| Q4 24 | $2.39 | $0.69 | ||
| Q3 24 | $2.36 | $1.18 | ||
| Q2 24 | $2.64 | $1.46 | ||
| Q1 24 | $2.48 | $1.31 |
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 | $137.6M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.9B | $1.7B |
| 総資産 | $3.2B | $4.2B |
| 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 | $137.6M | ||
| Q3 25 | $418.7M | $222.4M | ||
| Q2 25 | $388.4M | $59.8M | ||
| Q1 25 | $352.8M | $108.1M | ||
| Q4 24 | $303.4M | $72.7M | ||
| Q3 24 | $538.5M | $183.1M | ||
| Q2 24 | $460.6M | $102.8M | ||
| Q1 24 | $456.5M | $77.4M |
| Q4 25 | $1.9B | $1.7B | ||
| Q3 25 | $1.9B | $1.7B | ||
| Q2 25 | $1.8B | $1.8B | ||
| Q1 25 | $1.8B | $1.7B | ||
| Q4 24 | $1.8B | $1.6B | ||
| Q3 24 | $1.8B | $1.8B | ||
| Q2 24 | $1.7B | $1.8B | ||
| Q1 24 | $1.7B | $1.8B |
| Q4 25 | $3.2B | $4.2B | ||
| Q3 25 | $3.2B | $4.1B | ||
| Q2 25 | $3.2B | $4.5B | ||
| Q1 25 | $3.1B | $4.2B | ||
| Q4 24 | $3.0B | $4.1B | ||
| Q3 24 | $3.0B | $4.1B | ||
| Q2 24 | $3.0B | $4.0B | ||
| Q1 24 | $2.9B | $4.0B |
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 | $-244.4M |
| フリーキャッシュフロー営業CF - 設備投資 | $93.4M | $-250.7M |
| FCFマージンFCF / 売上 | 8.0% | -18.6% |
| 設備投資強度設備投資 / 売上 | 0.5% | 0.5% |
| キャッシュ転換率営業CF / 純利益 | 1.05× | -2.60× |
| 直近12ヶ月FCF直近4四半期 | $458.5M | $218.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $99.7M | $-244.4M | ||
| Q3 25 | $119.3M | $649.4M | ||
| Q2 25 | $147.0M | $-182.7M | ||
| Q1 25 | $122.5M | $42.7M | ||
| Q4 24 | $95.1M | $-80.0M | ||
| Q3 24 | $127.7M | $163.8M | ||
| Q2 24 | $119.2M | $199.3M | ||
| Q1 24 | $84.2M | $130.5M |
| Q4 25 | $93.4M | $-250.7M | ||
| Q3 25 | $112.0M | $641.8M | ||
| Q2 25 | $138.2M | $-198.2M | ||
| Q1 25 | $114.9M | $25.5M | ||
| Q4 24 | $89.9M | $-103.0M | ||
| Q3 24 | $122.2M | $131.9M | ||
| Q2 24 | $111.7M | $164.6M | ||
| Q1 24 | $76.7M | $105.2M |
| Q4 25 | 8.0% | -18.6% | ||
| Q3 25 | 9.3% | 48.7% | ||
| Q2 25 | 11.3% | -14.7% | ||
| Q1 25 | 9.8% | 1.9% | ||
| Q4 24 | 8.4% | -7.3% | ||
| Q3 24 | 11.1% | 10.0% | ||
| Q2 24 | 9.6% | 12.5% | ||
| Q1 24 | 6.7% | 7.8% |
| Q4 25 | 0.5% | 0.5% | ||
| Q3 25 | 0.6% | 0.6% | ||
| Q2 25 | 0.7% | 1.1% | ||
| Q1 25 | 0.6% | 1.3% | ||
| Q4 24 | 0.5% | 1.6% | ||
| Q3 24 | 0.5% | 2.4% | ||
| Q2 24 | 0.6% | 2.6% | ||
| Q1 24 | 0.7% | 1.9% |
| Q4 25 | 1.05× | -2.60× | ||
| Q3 25 | 1.18× | 8.63× | ||
| Q2 25 | 1.36× | -1.72× | ||
| Q1 25 | 1.23× | 0.44× | ||
| Q4 24 | 1.02× | -1.94× | ||
| Q3 24 | 1.39× | 2.26× | ||
| Q2 24 | 1.15× | 2.22× | ||
| Q1 24 | 0.87× | 1.62× |
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% |
MMS
| Clinical Services | $523.7M | 39% |
| Cost Plus Contracts | $386.4M | 29% |
| Outside The United States | $143.2M | 11% |
| International Government Agencies | $141.0M | 10% |
| Technology Solutions | $74.8M | 6% |
| Employment And Other | $70.2M | 5% |
| Other Including Local Municipalities And Commercial Customers | $17.6M | 1% |
