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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）とロバートハーフ（RHI）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
ロバートハーフの直近四半期売上が大きい（$1.3B vs $1.2B、APPLIED INDUSTRIAL TECHNOLOGIES INCの約1.1倍）。APPLIED INDUSTRIAL TECHNOLOGIES INCの前年同期比売上増加率が高い（8.4% vs -5.8%）。ロバートハーフの直近四半期フリーキャッシュフローが多い（$170.8M vs $93.4M）。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 -6.1%）
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。
ロバートハーフは1948年に設立された国際的な人材コンサルティング企業で、カリフォルニア州メンロパークとサンラモンに本社を置いています。世界最大級の会計・財務分野の人材派遣会社の1つで、全世界に345を超える拠点を展開しています。
AIT vs RHI — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.2B | $1.3B |
| 純利益 | $95.3M | — |
| 粗利率 | 30.4% | 37.6% |
| 営業利益率 | 10.6% | 1.7% |
| 純利益率 | 8.2% | — |
| 売上前年比 | 8.4% | -5.8% |
| 純利益前年比 | 2.2% | — |
| EPS（希薄化後） | $2.51 | $0.32 |
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 | $1.4B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.2B | $1.4B | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.2B | $1.5B | ||
| Q1 24 | $1.1B | $1.5B |
| Q4 25 | $95.3M | — | ||
| Q3 25 | $100.8M | $42.9M | ||
| Q2 25 | $107.8M | $41.0M | ||
| Q1 25 | $99.8M | $17.4M | ||
| Q4 24 | $93.3M | — | ||
| Q3 24 | $92.1M | $65.5M | ||
| Q2 24 | $103.5M | $68.2M | ||
| Q1 24 | $97.2M | $63.7M |
| Q4 25 | 30.4% | 37.6% | ||
| Q3 25 | 30.1% | 37.2% | ||
| Q2 25 | 30.6% | 37.2% | ||
| Q1 25 | 30.5% | 36.9% | ||
| Q4 24 | 30.6% | 38.8% | ||
| Q3 24 | 29.6% | 39.0% | ||
| Q2 24 | 30.7% | 39.2% | ||
| Q1 24 | 29.5% | 38.1% |
| Q4 25 | 10.6% | 1.7% | ||
| Q3 25 | 10.8% | 1.0% | ||
| Q2 25 | 11.0% | 0.1% | ||
| Q1 25 | 11.1% | 2.9% | ||
| Q4 24 | 11.3% | 4.7% | ||
| Q3 24 | 10.3% | 4.1% | ||
| Q2 24 | 12.0% | 5.1% | ||
| Q1 24 | 10.6% | 2.8% |
| Q4 25 | 8.2% | — | ||
| Q3 25 | 8.4% | 3.2% | ||
| Q2 25 | 8.8% | 3.0% | ||
| Q1 25 | 8.6% | 1.3% | ||
| Q4 24 | 8.7% | — | ||
| Q3 24 | 8.4% | 4.5% | ||
| Q2 24 | 8.9% | 4.6% | ||
| Q1 24 | 8.5% | 4.3% |
| Q4 25 | $2.51 | $0.32 | ||
| Q3 25 | $2.63 | $0.43 | ||
| Q2 25 | $2.80 | $0.41 | ||
| Q1 25 | $2.57 | $0.17 | ||
| Q4 24 | $2.39 | $0.53 | ||
| Q3 24 | $2.36 | $0.64 | ||
| Q2 24 | $2.64 | $0.66 | ||
| Q1 24 | $2.48 | $0.61 |
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 | $464.4M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.9B | $1.3B |
| 総資産 | $3.2B | $2.9B |
| 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 | $464.4M | ||
| Q3 25 | $418.7M | $365.3M | ||
| Q2 25 | $388.4M | $380.5M | ||
| Q1 25 | $352.8M | $342.5M | ||
| Q4 24 | $303.4M | $537.6M | ||
| Q3 24 | $538.5M | $570.5M | ||
| Q2 24 | $460.6M | $547.4M | ||
| Q1 24 | $456.5M | $540.9M |
| Q4 25 | $1.9B | $1.3B | ||
| Q3 25 | $1.9B | $1.3B | ||
| Q2 25 | $1.8B | $1.3B | ||
| Q1 25 | $1.8B | $1.3B | ||
| Q4 24 | $1.8B | $1.4B | ||
| Q3 24 | $1.8B | $1.5B | ||
| Q2 24 | $1.7B | $1.5B | ||
| Q1 24 | $1.7B | $1.5B |
| Q4 25 | $3.2B | $2.9B | ||
| Q3 25 | $3.2B | $2.8B | ||
| Q2 25 | $3.2B | $2.8B | ||
| Q1 25 | $3.1B | $2.7B | ||
| Q4 24 | $3.0B | $2.9B | ||
| Q3 24 | $3.0B | $3.0B | ||
| Q2 24 | $3.0B | $2.9B | ||
| Q1 24 | $2.9B | $2.9B |
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 | $182.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $93.4M | $170.8M |
| FCFマージンFCF / 売上 | 8.0% | 13.1% |
| 設備投資強度設備投資 / 売上 | 0.5% | 0.9% |
| キャッシュ転換率営業CF / 純利益 | 1.05× | — |
| 直近12ヶ月FCF直近4四半期 | $458.5M | $266.8M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $99.7M | $182.5M | ||
| Q3 25 | $119.3M | $77.4M | ||
| Q2 25 | $147.0M | $119.4M | ||
| Q1 25 | $122.5M | $-59.3M | ||
| Q4 24 | $95.1M | $154.8M | ||
| Q3 24 | $127.7M | $129.6M | ||
| Q2 24 | $119.2M | $142.0M | ||
| Q1 24 | $84.2M | $-15.9M |
| Q4 25 | $93.4M | $170.8M | ||
| Q3 25 | $112.0M | $63.6M | ||
| Q2 25 | $138.2M | $104.2M | ||
| Q1 25 | $114.9M | $-71.7M | ||
| Q4 24 | $89.9M | $140.5M | ||
| Q3 24 | $122.2M | $111.8M | ||
| Q2 24 | $111.7M | $129.6M | ||
| Q1 24 | $76.7M | $-27.7M |
| Q4 25 | 8.0% | 13.1% | ||
| Q3 25 | 9.3% | 4.7% | ||
| Q2 25 | 11.3% | 7.6% | ||
| Q1 25 | 9.8% | -5.3% | ||
| Q4 24 | 8.4% | 10.2% | ||
| Q3 24 | 11.1% | 7.6% | ||
| Q2 24 | 9.6% | 8.8% | ||
| Q1 24 | 6.7% | -1.9% |
| Q4 25 | 0.5% | 0.9% | ||
| Q3 25 | 0.6% | 1.0% | ||
| Q2 25 | 0.7% | 1.1% | ||
| Q1 25 | 0.6% | 0.9% | ||
| Q4 24 | 0.5% | 1.0% | ||
| Q3 24 | 0.5% | 1.2% | ||
| Q2 24 | 0.6% | 0.8% | ||
| Q1 24 | 0.7% | 0.8% |
| Q4 25 | 1.05× | — | ||
| Q3 25 | 1.18× | 1.80× | ||
| Q2 25 | 1.36× | 2.91× | ||
| Q1 25 | 1.23× | -3.42× | ||
| Q4 24 | 1.02× | — | ||
| Q3 24 | 1.39× | 1.98× | ||
| Q2 24 | 1.15× | 2.08× | ||
| Q1 24 | 0.87× | -0.25× |
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% |
RHI
| Finance And Accounting | $535.2M | 41% |
| Protiviti | $479.0M | 37% |
| Technology | $156.4M | 12% |
| Permanent Placement Talent Solutions | $102.6M | 8% |
| Other | $29.2M | 2% |
