vs
Antero Midstream Corp（AM）とEmpire State Realty Trust, Inc.（ESRT）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
Antero Midstream Corpの直近四半期売上が大きい（$291.1M vs $190.3M、Empire State Realty Trust, Inc.の約1.5倍）。Antero Midstream Corpの純利益率が高く（41.5% vs 1.6%、差は39.9%）。Empire State Realty Trust, Inc.の前年同期比売上増加率が高い（5.7% vs -7.3%）。過去8四半期でAntero Midstream Corpの売上複合成長率が高い（3.9% vs 0.2%）
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。
エンパイア・ステート・リアルティ・トラストは、ニューヨーク都市圏を中心にオフィス、小売店舗、住宅などの優良不動産を所有・運用する不動産投資信託で、象徴的なエンパイアステートビルもポートフォリオに含みます。持続可能な運用を通じ長期的な資産価値の向上を目指しています。
AM vs ESRT — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $291.1M | $190.3M |
| 純利益 | $120.7M | $3.0M |
| 粗利率 | — | — |
| 営業利益率 | 60.9% | 15.5% |
| 純利益率 | 41.5% | 1.6% |
| 売上前年比 | -7.3% | 5.7% |
| 純利益前年比 | 2.1% | -73.7% |
| EPS（希薄化後） | $0.25 | $0.20 |
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 | $190.3M | ||
| Q4 25 | $297.0M | $199.2M | ||
| Q3 25 | $294.8M | $197.7M | ||
| Q2 25 | $305.5M | $191.3M | ||
| Q1 25 | $291.1M | $180.1M | ||
| Q4 24 | $287.5M | $197.6M | ||
| Q3 24 | $269.9M | $199.6M | ||
| Q2 24 | $269.8M | $189.5M |
| Q1 26 | $120.7M | $3.0M | ||
| Q4 25 | $51.9M | $32.2M | ||
| Q3 25 | $116.0M | $13.6M | ||
| Q2 25 | $124.5M | $11.4M | ||
| Q1 25 | $120.7M | $15.8M | ||
| Q4 24 | $111.2M | $18.8M | ||
| Q3 24 | $99.7M | $22.8M | ||
| Q2 24 | $86.0M | $28.6M |
| Q1 26 | 60.9% | 15.5% | ||
| Q4 25 | 33.8% | 17.8% | ||
| Q3 25 | 61.2% | 19.9% | ||
| Q2 25 | 61.0% | 18.4% | ||
| Q1 25 | 60.9% | 14.3% | ||
| Q4 24 | 61.8% | 21.7% | ||
| Q3 24 | 60.2% | 22.7% | ||
| Q2 24 | 56.6% | 20.8% |
| Q1 26 | 41.5% | 1.6% | ||
| Q4 25 | 17.5% | 16.1% | ||
| Q3 25 | 39.3% | 6.9% | ||
| Q2 25 | 40.8% | 6.0% | ||
| Q1 25 | 41.5% | 8.8% | ||
| Q4 24 | 38.7% | 9.5% | ||
| Q3 24 | 37.0% | 11.4% | ||
| Q2 24 | 31.9% | 15.1% |
| Q1 26 | $0.25 | $0.20 | ||
| Q4 25 | $0.11 | $0.11 | ||
| Q3 25 | $0.24 | $0.05 | ||
| Q2 25 | $0.26 | $0.04 | ||
| Q1 25 | $0.25 | $0.05 | ||
| Q4 24 | $0.23 | $0.07 | ||
| Q3 24 | $0.21 | $0.08 | ||
| Q2 24 | $0.18 | $0.10 |
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 | $68.8M |
| 総負債低いほど良い | $3.2B | — |
| 株主資本純資産 | $2.0B | $1.8B |
| 総資産 | $5.9B | $4.4B |
| 負債/資本比率低いほどレバレッジが低い | 1.63× | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $180.4M | $68.8M | ||
| Q4 25 | $180.4M | $132.7M | ||
| Q3 25 | — | $154.1M | ||
| Q2 25 | — | $94.6M | ||
| Q1 25 | — | $187.8M | ||
| Q4 24 | — | $385.5M | ||
| Q3 24 | — | $421.9M | ||
| Q2 24 | — | $535.5M |
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $3.0B | — | ||
| Q1 25 | $3.1B | — | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.2B | — |
| Q1 26 | $2.0B | $1.8B | ||
| Q4 25 | $2.0B | $1.1B | ||
| Q3 25 | $2.1B | $1.0B | ||
| Q2 25 | $2.1B | $1.0B | ||
| Q1 25 | $2.1B | $1.0B | ||
| Q4 24 | $2.1B | $1.0B | ||
| Q3 24 | $2.1B | $1.0B | ||
| Q2 24 | $2.1B | $1.0B |
| Q1 26 | $5.9B | $4.4B | ||
| Q4 25 | $5.9B | $4.5B | ||
| Q3 25 | $5.7B | $4.1B | ||
| Q2 25 | $5.7B | $4.1B | ||
| Q1 25 | $5.8B | $4.1B | ||
| Q4 24 | $5.8B | $4.5B | ||
| Q3 24 | $5.8B | $4.4B | ||
| Q2 24 | $5.8B | $4.4B |
| Q1 26 | 1.63× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.46× | — | ||
| Q2 25 | 1.45× | — | ||
| Q1 25 | 1.49× | — | ||
| Q4 24 | 1.47× | — | ||
| Q3 24 | 1.49× | — | ||
| Q2 24 | 1.50× | — |
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 | — |
| フリーキャッシュフロー営業CF - 設備投資 | $186.9M | — |
| FCFマージンFCF / 売上 | 64.2% | — |
| 設備投資強度設備投資 / 売上 | 11.1% | 10.0% |
| キャッシュ転換率営業CF / 純利益 | 1.65× | — |
| 直近12ヶ月FCF直近4四半期 | — | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $198.9M | — | ||
| Q4 25 | $255.5M | $249.1M | ||
| Q3 25 | $212.8M | $105.3M | ||
| Q2 25 | $265.2M | $26.7M | ||
| Q1 25 | $198.9M | $83.1M | ||
| Q4 24 | $232.7M | $260.9M | ||
| Q3 24 | $184.9M | $102.8M | ||
| Q2 24 | $215.8M | $37.1M |
| Q1 26 | $186.9M | — | ||
| Q4 25 | — | $50.6M | ||
| Q3 25 | — | $72.8M | ||
| Q2 25 | — | $-55.1M | ||
| Q1 25 | — | $41.1M | ||
| Q4 24 | — | $88.0M | ||
| Q3 24 | $184.3M | $-65.1M | ||
| Q2 24 | $147.2M | $19.5M |
| Q1 26 | 64.2% | — | ||
| Q4 25 | — | 25.4% | ||
| Q3 25 | — | 36.8% | ||
| Q2 25 | — | -28.8% | ||
| Q1 25 | — | 22.8% | ||
| Q4 24 | — | 44.5% | ||
| Q3 24 | 68.3% | -32.6% | ||
| Q2 24 | 54.6% | 10.3% |
| Q1 26 | 11.1% | 10.0% | ||
| Q4 25 | — | 99.6% | ||
| Q3 25 | — | 16.5% | ||
| Q2 25 | — | 42.8% | ||
| Q1 25 | — | 23.4% | ||
| Q4 24 | 0.0% | 87.5% | ||
| Q3 24 | 0.2% | 84.1% | ||
| Q2 24 | 25.4% | 9.3% |
| Q1 26 | 1.65× | — | ||
| Q4 25 | 4.92× | 7.74× | ||
| Q3 25 | 1.84× | 7.72× | ||
| Q2 25 | 2.13× | 2.35× | ||
| Q1 25 | 1.65× | 5.27× | ||
| Q4 24 | 2.09× | 13.88× | ||
| Q3 24 | 1.85× | 4.51× | ||
| Q2 24 | 2.51× | 1.30× |
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% |
ESRT
| Rental revenue (1) | $166.1M | 87% |
| Observatory revenue | $18.5M | 10% |
| Other revenue and fees | $4.1M | 2% |
| Lease termination fees | $1.4M | 1% |
| Third-party management and other fees | $277.0K | 0% |
