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Antero Midstream Corp（AM）とiRhythm Holdings, Inc.（IRTC）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 $208.9M、iRhythm Holdings, Inc.の約1.4倍）。Antero Midstream Corpの純利益率が高く（41.5% vs 2.7%、差は38.8%）。iRhythm Holdings, Inc.の前年同期比売上増加率が高い（27.1% 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 $14.5M）。過去8四半期でiRhythm Holdings, Inc.の売上複合成長率が高い（25.8% 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。
iRhythm Holdingsは心臓ケア分野に特化したデジタルヘルスケア企業で、ウェアラブル型の携帯用心拍モニタリングデバイスとAI搭載の解析ツールを開発・販売しています。主に米国の医療機関と患者を対象に、心房細動などの不整脈の検出を支援し、臨床診断に有用なデータを提供しています。
AM vs IRTC — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $291.1M | $208.9M |
| 純利益 | $120.7M | $5.6M |
| 粗利率 | — | 70.9% |
| 営業利益率 | 60.9% | 1.1% |
| 純利益率 | 41.5% | 2.7% |
| 売上前年比 | -7.3% | 27.1% |
| 純利益前年比 | 2.1% | 518.5% |
| EPS（希薄化後） | $0.25 | $0.18 |
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 | $208.9M | ||
| Q3 25 | $294.8M | $192.9M | ||
| Q2 25 | $305.5M | $186.7M | ||
| Q1 25 | $291.1M | $158.7M | ||
| Q4 24 | $287.5M | $164.3M | ||
| Q3 24 | $269.9M | $147.5M | ||
| Q2 24 | $269.8M | $148.0M |
| Q1 26 | $120.7M | — | ||
| Q4 25 | $51.9M | $5.6M | ||
| Q3 25 | $116.0M | $-5.2M | ||
| Q2 25 | $124.5M | $-14.2M | ||
| Q1 25 | $120.7M | $-30.7M | ||
| Q4 24 | $111.2M | $-1.3M | ||
| Q3 24 | $99.7M | $-46.2M | ||
| Q2 24 | $86.0M | $-20.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | 70.9% | ||
| Q3 25 | — | 71.1% | ||
| Q2 25 | — | 71.2% | ||
| Q1 25 | — | 68.8% | ||
| Q4 24 | — | 70.0% | ||
| Q3 24 | — | 68.8% | ||
| Q2 24 | — | 69.9% |
| Q1 26 | 60.9% | — | ||
| Q4 25 | 33.8% | 1.1% | ||
| Q3 25 | 61.2% | -4.4% | ||
| Q2 25 | 61.0% | -10.0% | ||
| Q1 25 | 60.9% | -20.5% | ||
| Q4 24 | 61.8% | -2.5% | ||
| Q3 24 | 60.2% | -34.1% | ||
| Q2 24 | 56.6% | -15.5% |
| Q1 26 | 41.5% | — | ||
| Q4 25 | 17.5% | 2.7% | ||
| Q3 25 | 39.3% | -2.7% | ||
| Q2 25 | 40.8% | -7.6% | ||
| Q1 25 | 41.5% | -19.3% | ||
| Q4 24 | 38.7% | -0.8% | ||
| Q3 24 | 37.0% | -31.3% | ||
| Q2 24 | 31.9% | -13.6% |
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.11 | $0.18 | ||
| Q3 25 | $0.24 | $-0.16 | ||
| Q2 25 | $0.26 | $-0.44 | ||
| Q1 25 | $0.25 | $-0.97 | ||
| Q4 24 | $0.23 | $-0.03 | ||
| Q3 24 | $0.21 | $-1.48 | ||
| Q2 24 | $0.18 | $-0.65 |
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 | $583.8M |
| 総負債低いほど良い | $3.2B | — |
| 株主資本純資産 | $2.0B | $152.7M |
| 総資産 | $5.9B | $1.0B |
| 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 | — | ||
| Q4 25 | $180.4M | $583.8M | ||
| Q3 25 | — | $565.2M | ||
| Q2 25 | — | $545.5M | ||
| Q1 25 | — | $520.6M | ||
| Q4 24 | — | $535.6M | ||
| Q3 24 | — | $522.0M | ||
| Q2 24 | — | $561.5M |
| 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 | — | ||
| Q4 25 | $2.0B | $152.7M | ||
| Q3 25 | $2.1B | $121.9M | ||
| Q2 25 | $2.1B | $103.7M | ||
| Q1 25 | $2.1B | $86.7M | ||
| Q4 24 | $2.1B | $90.9M | ||
| Q3 24 | $2.1B | $71.8M | ||
| Q2 24 | $2.1B | $99.2M |
| Q1 26 | $5.9B | — | ||
| Q4 25 | $5.9B | $1.0B | ||
| Q3 25 | $5.7B | $995.2M | ||
| Q2 25 | $5.7B | $964.0M | ||
| Q1 25 | $5.8B | $926.1M | ||
| Q4 24 | $5.8B | $931.4M | ||
| Q3 24 | $5.8B | $909.7M | ||
| Q2 24 | $5.8B | $919.2M |
| 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 | $26.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $186.9M | $14.5M |
| FCFマージンFCF / 売上 | 64.2% | 6.9% |
| 設備投資強度設備投資 / 売上 | 11.1% | 5.6% |
| キャッシュ転換率営業CF / 純利益 | 1.65× | 4.70× |
| 直近12ヶ月FCF直近4四半期 | — | $34.5M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $198.9M | — | ||
| Q4 25 | $255.5M | $26.2M | ||
| Q3 25 | $212.8M | $34.9M | ||
| Q2 25 | $265.2M | $27.7M | ||
| Q1 25 | $198.9M | $-7.9M | ||
| Q4 24 | $232.7M | $19.2M | ||
| Q3 24 | $184.9M | $24.3M | ||
| Q2 24 | $215.8M | $11.8M |
| Q1 26 | $186.9M | — | ||
| Q4 25 | — | $14.5M | ||
| Q3 25 | — | $20.1M | ||
| Q2 25 | — | $17.3M | ||
| Q1 25 | — | $-17.3M | ||
| Q4 24 | — | $12.4M | ||
| Q3 24 | $184.3M | $15.5M | ||
| Q2 24 | $147.2M | $3.4M |
| Q1 26 | 64.2% | — | ||
| Q4 25 | — | 6.9% | ||
| Q3 25 | — | 10.4% | ||
| Q2 25 | — | 9.3% | ||
| Q1 25 | — | -10.9% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | 68.3% | 10.5% | ||
| Q2 24 | 54.6% | 2.3% |
| Q1 26 | 11.1% | — | ||
| Q4 25 | — | 5.6% | ||
| Q3 25 | — | 7.7% | ||
| Q2 25 | — | 5.6% | ||
| Q1 25 | — | 5.9% | ||
| Q4 24 | 0.0% | 4.2% | ||
| Q3 24 | 0.2% | 6.0% | ||
| Q2 24 | 25.4% | 5.7% |
| Q1 26 | 1.65× | — | ||
| Q4 25 | 4.92× | 4.70× | ||
| Q3 25 | 1.84× | — | ||
| Q2 25 | 2.13× | — | ||
| Q1 25 | 1.65× | — | ||
| Q4 24 | 2.09× | — | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 2.51× | — |
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% |
IRTC
| Commercial Payors | $111.7M | 53% |
| Centers For Medicare And Medicaid | $49.2M | 24% |
| Healthcare Institutions | $34.3M | 16% |
| Non Contracted Third Party Payors | $13.7M | 7% |
