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Antero Midstream Corp（AM）とCSG SYSTEMS INTERNATIONAL INC（CSGS）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
CSG SYSTEMS INTERNATIONAL INCの直近四半期売上が大きい（$323.1M vs $291.1M、Antero Midstream Corpの約1.1倍）。Antero Midstream Corpの純利益率が高く（41.5% vs 2.2%、差は39.3%）。CSG SYSTEMS INTERNATIONAL INCの前年同期比売上増加率が高い（2.0% vs -7.3%）。Antero Midstream Corpの直近四半期フリーキャッシュフローが多い（$186.9M vs $55.8M）。過去8四半期でCSG SYSTEMS INTERNATIONAL INCの売上複合成長率が高い（4.6% vs 3.9%）
Antero Midstream Corpは米国のエネルギー企業で、デラウェア州に法人登録され、本社をコロラド州デンバーに置く。同社の石油・天然ガス埋蔵量は全てアパラチア盆地にあり、水圧破砕技術を用いて採掘を行っている。
中国南玻集団股フン有限公司は中国最大級の建築用ガラスメーカーで、浮きガラス、建築用ガラス、ディスプレイ用ガラス、自動車用ガラス、コーティングガラス、鏡、カラーフィルターガラス、太陽光発電用ガラス、省エネガラスなど多種多様なガラス製品の製造・販売を手がけています。
AM vs CSGS — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $291.1M | $323.1M |
| 純利益 | $120.7M | $7.0M |
| 粗利率 | — | 50.0% |
| 営業利益率 | 60.9% | 9.0% |
| 純利益率 | 41.5% | 2.2% |
| 売上前年比 | -7.3% | 2.0% |
| 純利益前年比 | 2.1% | -79.7% |
| EPS（希薄化後） | $0.25 | $0.24 |
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 | $291.1M | — | ||
| Q4 25 | $297.0M | $323.1M | ||
| Q3 25 | $294.8M | $303.6M | ||
| Q2 25 | $305.5M | $297.1M | ||
| Q1 25 | $291.1M | $299.5M | ||
| Q4 24 | $287.5M | $316.7M | ||
| Q3 24 | $269.9M | $295.1M | ||
| Q2 24 | $269.8M | $290.3M |
| Q1 26 | $120.7M | — | ||
| Q4 25 | $51.9M | $7.0M | ||
| Q3 25 | $116.0M | $20.5M | ||
| Q2 25 | $124.5M | $12.3M | ||
| Q1 25 | $120.7M | $16.1M | ||
| Q4 24 | $111.2M | $34.5M | ||
| Q3 24 | $99.7M | $19.1M | ||
| Q2 24 | $86.0M | $13.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 50.0% | ||
| Q3 25 | — | 48.1% | ||
| Q2 25 | — | 49.5% | ||
| Q1 25 | — | 48.4% | ||
| Q4 24 | — | 51.3% | ||
| Q3 24 | — | 49.4% | ||
| Q2 24 | — | 47.3% |
| Q1 26 | 60.9% | — | ||
| Q4 25 | 33.8% | 9.0% | ||
| Q3 25 | 61.2% | 10.0% | ||
| Q2 25 | 61.0% | 10.0% | ||
| Q1 25 | 60.9% | 9.8% | ||
| Q4 24 | 61.8% | 13.4% | ||
| Q3 24 | 60.2% | 10.8% | ||
| Q2 24 | 56.6% | 8.8% |
| Q1 26 | 41.5% | — | ||
| Q4 25 | 17.5% | 2.2% | ||
| Q3 25 | 39.3% | 6.7% | ||
| Q2 25 | 40.8% | 4.1% | ||
| Q1 25 | 41.5% | 5.4% | ||
| Q4 24 | 38.7% | 10.9% | ||
| Q3 24 | 37.0% | 6.5% | ||
| Q2 24 | 31.9% | 4.8% |
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.11 | $0.24 | ||
| Q3 25 | $0.24 | $0.73 | ||
| Q2 25 | $0.26 | $0.44 | ||
| Q1 25 | $0.25 | $0.57 | ||
| Q4 24 | $0.23 | $1.20 | ||
| Q3 24 | $0.21 | $0.67 | ||
| Q2 24 | $0.18 | $0.48 |
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 | $180.4M | $180.0M |
| 総負債低いほど良い | $3.2B | $539.5M |
| 株主資本純資産 | $2.0B | $283.7M |
| 総資産 | $5.9B | $1.5B |
| 負債/資本比率低いほどレバレッジが低い | 1.63× | 1.90× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $180.4M | — | ||
| Q4 25 | $180.4M | $180.0M | ||
| Q3 25 | — | $158.4M | ||
| Q2 25 | — | $145.9M | ||
| Q1 25 | — | $136.0M | ||
| Q4 24 | — | $161.8M | ||
| Q3 24 | — | $118.4M | ||
| Q2 24 | — | $110.4M |
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $539.5M | ||
| Q3 25 | $3.0B | $538.6M | ||
| Q2 25 | $3.0B | $537.8M | ||
| Q1 25 | $3.1B | $537.6M | ||
| Q4 24 | $3.1B | $538.5M | ||
| Q3 24 | $3.2B | $539.5M | ||
| Q2 24 | $3.2B | $540.5M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $283.7M | ||
| Q3 25 | $2.1B | $289.5M | ||
| Q2 25 | $2.1B | $290.7M | ||
| Q1 25 | $2.1B | $283.1M | ||
| Q4 24 | $2.1B | $282.6M | ||
| Q3 24 | $2.1B | $288.4M | ||
| Q2 24 | $2.1B | $273.3M |
| Q1 26 | $5.9B | — | ||
| Q4 25 | $5.9B | $1.5B | ||
| Q3 25 | $5.7B | $1.5B | ||
| Q2 25 | $5.7B | $1.4B | ||
| Q1 25 | $5.8B | $1.4B | ||
| Q4 24 | $5.8B | $1.5B | ||
| Q3 24 | $5.8B | $1.4B | ||
| Q2 24 | $5.8B | $1.4B |
| Q1 26 | 1.63× | — | ||
| Q4 25 | 1.63× | 1.90× | ||
| Q3 25 | 1.46× | 1.86× | ||
| Q2 25 | 1.45× | 1.85× | ||
| Q1 25 | 1.49× | 1.90× | ||
| Q4 24 | 1.47× | 1.91× | ||
| Q3 24 | 1.49× | 1.87× | ||
| Q2 24 | 1.50× | 1.98× |
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 | $198.9M | $59.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $186.9M | $55.8M |
| FCFマージンFCF / 売上 | 64.2% | 17.3% |
| 設備投資強度設備投資 / 売上 | 11.1% | 1.1% |
| キャッシュ転換率営業CF / 純利益 | 1.65× | 8.46× |
| 直近12ヶ月FCF直近4四半期 | — | $141.4M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $198.9M | — | ||
| Q4 25 | $255.5M | $59.2M | ||
| Q3 25 | $212.8M | $47.9M | ||
| Q2 25 | $265.2M | $37.3M | ||
| Q1 25 | $198.9M | $11.5M | ||
| Q4 24 | $232.7M | $82.5M | ||
| Q3 24 | $184.9M | $39.5M | ||
| Q2 24 | $215.8M | $43.1M |
| Q1 26 | $186.9M | — | ||
| Q4 25 | — | $55.8M | ||
| Q3 25 | — | $43.9M | ||
| Q2 25 | — | $34.6M | ||
| Q1 25 | — | $7.1M | ||
| Q4 24 | — | $76.6M | ||
| Q3 24 | $184.3M | $32.0M | ||
| Q2 24 | $147.2M | $38.8M |
| Q1 26 | 64.2% | — | ||
| Q4 25 | — | 17.3% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | — | 11.6% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | — | 24.2% | ||
| Q3 24 | 68.3% | 10.8% | ||
| Q2 24 | 54.6% | 13.4% |
| Q1 26 | 11.1% | — | ||
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | 0.0% | 1.9% | ||
| Q3 24 | 0.2% | 2.5% | ||
| Q2 24 | 25.4% | 1.5% |
| Q1 26 | 1.65× | — | ||
| Q4 25 | 4.92× | 8.46× | ||
| Q3 25 | 1.84× | 2.34× | ||
| Q2 25 | 2.13× | 3.04× | ||
| Q1 25 | 1.65× | 0.71× | ||
| Q4 24 | 2.09× | 2.39× | ||
| Q3 24 | 1.85× | 2.07× | ||
| Q2 24 | 2.51× | 3.12× |
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
AM
| Gathering and compression–Antero Resources | $238.0M | 82% |
| Other | $52.3M | 18% |
| Water handling–third party | $505.0K | 0% |
| Gathering and compression–third party | $295.0K | 0% |
CSGS
| Software As A Service And Related Solutions | $287.2M | 89% |
| License And Service | $22.6M | 7% |
| Maintenance | $13.3M | 4% |
