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Alignment Healthcare, Inc.（ALHC）とAMN HEALTHCARE SERVICES INC（AMN）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
Alignment Healthcare, Inc.の直近四半期売上が大きい（$1.0B vs $748.2M、AMN HEALTHCARE SERVICES INCの約1.4倍）。AMN HEALTHCARE SERVICES INCの純利益率が高く（-1.0% vs -1.1%、差は0.1%）。Alignment Healthcare, Inc.の前年同期比売上増加率が高い（44.4% vs 1.8%）。AMN HEALTHCARE SERVICES INCの直近四半期フリーキャッシュフローが多い（$67.6M vs $-55.4M）。過去8四半期でAlignment Healthcare, Inc.の売上複合成長率が高い（26.9% vs -4.5%）
Alignment Healthcare, Inc.は米国に本拠を置く医療企業で、高齢者向けメディケア・アドバンテージプランを提供しています。価値に基づく医療モデルを導入し、地域の医療機関と提携してきめ細かい医療サービスや処方薬保障、追加給付を提供し、米国複数州で事業を展開しています。
AMNヘルスケアサービス社は米国の代表的な医療人材ソリューション企業で、病院・診療所などの医療機関に対し看護師、医師、医療技術者をはじめ臨床・非臨床スタッフの雇用紹介を行うほか、人材管理支援やコンサルティングサービスも提供している。
ALHC vs AMN — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.0B | $748.2M |
| 純利益 | $-11.0M | $-7.7M |
| 粗利率 | — | 26.1% |
| 営業利益率 | -1.0% | 1.1% |
| 純利益率 | -1.1% | -1.0% |
| 売上前年比 | 44.4% | 1.8% |
| 純利益前年比 | 64.6% | 95.9% |
| EPS（希薄化後） | $-0.04 | $-0.19 |
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 | $1.0B | $748.2M | ||
| Q3 25 | $993.7M | $634.5M | ||
| Q2 25 | $1.0B | $658.2M | ||
| Q1 25 | $926.9M | $689.5M | ||
| Q4 24 | $701.2M | $734.7M | ||
| Q3 24 | $692.4M | $687.5M | ||
| Q2 24 | $681.3M | $740.7M | ||
| Q1 24 | $628.6M | $820.9M |
| Q4 25 | $-11.0M | $-7.7M | ||
| Q3 25 | $3.7M | $29.3M | ||
| Q2 25 | $15.7M | $-116.2M | ||
| Q1 25 | $-9.1M | $-1.1M | ||
| Q4 24 | $-31.1M | $-187.5M | ||
| Q3 24 | $-26.4M | $7.0M | ||
| Q2 24 | $-24.0M | $16.2M | ||
| Q1 24 | $-46.5M | $17.3M |
| Q4 25 | — | 26.1% | ||
| Q3 25 | — | 29.1% | ||
| Q2 25 | — | 29.8% | ||
| Q1 25 | — | 28.7% | ||
| Q4 24 | — | 29.8% | ||
| Q3 24 | — | 31.0% | ||
| Q2 24 | — | 31.0% | ||
| Q1 24 | — | 31.4% |
| Q4 25 | -1.0% | 1.1% | ||
| Q3 25 | 0.8% | 7.5% | ||
| Q2 25 | 2.2% | -18.8% | ||
| Q1 25 | -0.6% | 1.8% | ||
| Q4 24 | -3.2% | -27.6% | ||
| Q3 24 | -2.8% | 3.2% | ||
| Q2 24 | -2.7% | 5.1% | ||
| Q1 24 | -6.5% | 4.9% |
| Q4 25 | -1.1% | -1.0% | ||
| Q3 25 | 0.4% | 4.6% | ||
| Q2 25 | 1.5% | -17.7% | ||
| Q1 25 | -1.0% | -0.2% | ||
| Q4 24 | -4.4% | -25.5% | ||
| Q3 24 | -3.8% | 1.0% | ||
| Q2 24 | -3.5% | 2.2% | ||
| Q1 24 | -7.4% | 2.1% |
| Q4 25 | $-0.04 | $-0.19 | ||
| Q3 25 | $0.02 | $0.76 | ||
| Q2 25 | $0.07 | $-3.02 | ||
| Q1 25 | $-0.05 | $-0.03 | ||
| Q4 24 | $-0.15 | $-4.90 | ||
| Q3 24 | $-0.14 | $0.18 | ||
| Q2 24 | $-0.13 | $0.42 | ||
| Q1 24 | $-0.25 | $0.45 |
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 | $604.2M | $34.0M |
| 総負債低いほど良い | $323.2M | $767.1M |
| 株主資本純資産 | $179.3M | $642.1M |
| 総資産 | $1.1B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | 1.80× | 1.19× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $604.2M | $34.0M | ||
| Q3 25 | $644.1M | $52.6M | ||
| Q2 25 | $503.8M | $41.5M | ||
| Q1 25 | $479.5M | $55.8M | ||
| Q4 24 | $470.6M | $10.6M | ||
| Q3 24 | $381.0M | $30.6M | ||
| Q2 24 | $363.7M | $48.0M | ||
| Q1 24 | $301.7M | $50.6M |
| Q4 25 | $323.2M | $767.1M | ||
| Q3 25 | $322.7M | — | ||
| Q2 25 | $322.3M | — | ||
| Q1 25 | $321.9M | — | ||
| Q4 24 | $321.4M | $1.1B | ||
| Q3 24 | $212.0M | — | ||
| Q2 24 | $211.7M | — | ||
| Q1 24 | $162.0M | — |
| Q4 25 | $179.3M | $642.1M | ||
| Q3 25 | $161.9M | $644.4M | ||
| Q2 25 | $141.0M | $607.6M | ||
| Q1 25 | $108.1M | $715.1M | ||
| Q4 24 | $99.9M | $706.6M | ||
| Q3 24 | $114.5M | $890.7M | ||
| Q2 24 | $123.7M | $876.9M | ||
| Q1 24 | $130.9M | $854.2M |
| Q4 25 | $1.1B | $2.1B | ||
| Q3 25 | $1.1B | $2.1B | ||
| Q2 25 | $1.0B | $2.2B | ||
| Q1 25 | $895.6M | $2.4B | ||
| Q4 24 | $782.1M | $2.4B | ||
| Q3 24 | $692.3M | $2.7B | ||
| Q2 24 | $716.3M | $2.8B | ||
| Q1 24 | $633.2M | $2.9B |
| Q4 25 | 1.80× | 1.19× | ||
| Q3 25 | 1.99× | — | ||
| Q2 25 | 2.29× | — | ||
| Q1 25 | 2.98× | — | ||
| Q4 24 | 3.22× | 1.49× | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 1.71× | — | ||
| Q1 24 | 1.24× | — |
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 | $-50.4M | $75.6M |
| フリーキャッシュフロー営業CF - 設備投資 | $-55.4M | $67.6M |
| FCFマージンFCF / 売上 | -5.5% | 9.0% |
| 設備投資強度設備投資 / 売上 | 0.5% | 1.1% |
| キャッシュ転換率営業CF / 純利益 | — | — |
| 直近12ヶ月FCF直近4四半期 | $113.1M | $233.8M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $-50.4M | $75.6M | ||
| Q3 25 | $144.6M | $22.7M | ||
| Q2 25 | $29.1M | $78.5M | ||
| Q1 25 | $16.6M | $92.7M | ||
| Q4 24 | $-8.7M | $72.8M | ||
| Q3 24 | $26.2M | $66.7M | ||
| Q2 24 | $23.5M | $99.5M | ||
| Q1 24 | $-6.2M | $81.4M |
| Q4 25 | $-55.4M | $67.6M | ||
| Q3 25 | $139.1M | $14.8M | ||
| Q2 25 | $21.1M | $68.7M | ||
| Q1 25 | $8.4M | $82.7M | ||
| Q4 24 | $-18.0M | $56.6M | ||
| Q3 24 | $16.9M | $47.4M | ||
| Q2 24 | $11.8M | $72.2M | ||
| Q1 24 | $-17.4M | $63.2M |
| Q4 25 | -5.5% | 9.0% | ||
| Q3 25 | 14.0% | 2.3% | ||
| Q2 25 | 2.1% | 10.4% | ||
| Q1 25 | 0.9% | 12.0% | ||
| Q4 24 | -2.6% | 7.7% | ||
| Q3 24 | 2.4% | 6.9% | ||
| Q2 24 | 1.7% | 9.8% | ||
| Q1 24 | -2.8% | 7.7% |
| Q4 25 | 0.5% | 1.1% | ||
| Q3 25 | 0.6% | 1.2% | ||
| Q2 25 | 0.8% | 1.5% | ||
| Q1 25 | 0.9% | 1.4% | ||
| Q4 24 | 1.3% | 2.2% | ||
| Q3 24 | 1.3% | 2.8% | ||
| Q2 24 | 1.7% | 3.7% | ||
| Q1 24 | 1.8% | 2.2% |
| Q4 25 | — | — | ||
| Q3 25 | 38.77× | 0.77× | ||
| Q2 25 | 1.86× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 9.54× | ||
| Q2 24 | — | 6.13× | ||
| Q1 24 | — | 4.70× |
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
ALHC
セグメントデータなし
AMN
| Travel Nurse Staffing | $208.3M | 28% |
| Allied Staffing | $146.9M | 20% |
| Labor Disruption Services | $124.3M | 17% |
| Technology And Workforce Solutions | $88.0M | 12% |
| Language Services | $69.9M | 9% |
| Other | $29.6M | 4% |
| International Nurse Staffing | $29.6M | 4% |
| Interim Leadership Staffing | $24.1M | 3% |
| Vendor Management Systems | $16.3M | 2% |
| Local Staffing | $8.6M | 1% |
| International Nurse Permanent Placement | $2.6M | 0% |
