vs
Antero Midstream Corp(AM)とMid-America Apartment Communities(MAA)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
Mid-America Apartment Communitiesの直近四半期売上が大きい($553.7M vs $291.1M、Antero Midstream Corpの約1.9倍)。Mid-America Apartment Communitiesの前年同期比売上増加率が高い(438.7% 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 0.7%)
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。
Mid-America Apartment Communities, Inc.(証券コード:MAA)はテネシー州メンフィスに本社を置く上場不動産投資信託(REIT)で、主に米国南東部・南西部の集合住宅物件への投資を事業の中核とし、成長性の高い地域の住宅不動産分野で事業を展開し、株主に安定した投資リターンをもたらすことを目指しています。
AM vs MAA — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | ||
|---|---|---|
| 売上 | $291.1M | $553.7M |
| 純利益 | $120.7M | — |
| 粗利率 | — | — |
| 営業利益率 | 60.9% | — |
| 純利益率 | 41.5% | — |
| 売上前年比 | -7.3% | 438.7% |
| 純利益前年比 | 2.1% | — |
| EPS(希薄化後) | $0.25 | $4.34 |
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 | $553.7M | ||
| Q4 25 | $297.0M | $555.6M | ||
| Q3 25 | $294.8M | $554.4M | ||
| Q2 25 | $305.5M | $549.9M | ||
| Q1 25 | $291.1M | $549.3M | ||
| Q4 24 | $287.5M | $549.8M | ||
| Q3 24 | $269.9M | $551.1M | ||
| Q2 24 | $269.8M | $546.4M |
| Q1 26 | $120.7M | — | ||
| Q4 25 | $51.9M | $57.6M | ||
| Q3 25 | $116.0M | $99.5M | ||
| Q2 25 | $124.5M | $108.1M | ||
| Q1 25 | $120.7M | $181.7M | ||
| Q4 24 | $111.2M | $166.6M | ||
| Q3 24 | $99.7M | $115.2M | ||
| Q2 24 | $86.0M | $102.0M |
| Q1 26 | 60.9% | — | ||
| Q4 25 | 33.8% | 10.4% | ||
| Q3 25 | 61.2% | 18.7% | ||
| Q2 25 | 61.0% | 20.2% | ||
| Q1 25 | 60.9% | 34.0% | ||
| Q4 24 | 61.8% | 31.3% | ||
| Q3 24 | 60.2% | 21.5% | ||
| Q2 24 | 56.6% | 19.3% |
| Q1 26 | 41.5% | — | ||
| Q4 25 | 17.5% | 10.4% | ||
| Q3 25 | 39.3% | 18.0% | ||
| Q2 25 | 40.8% | 19.7% | ||
| Q1 25 | 41.5% | 33.1% | ||
| Q4 24 | 38.7% | 30.3% | ||
| Q3 24 | 37.0% | 20.9% | ||
| Q2 24 | 31.9% | 18.7% |
| Q1 26 | $0.25 | $4.34 | ||
| Q4 25 | $0.11 | $0.48 | ||
| Q3 25 | $0.24 | $0.84 | ||
| Q2 25 | $0.26 | $0.92 | ||
| Q1 25 | $0.25 | $1.54 | ||
| Q4 24 | $0.23 | $1.43 | ||
| Q3 24 | $0.21 | $0.98 | ||
| Q2 24 | $0.18 | $0.86 |
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 | — |
| 総負債低いほど良い | $3.2B | — |
| 株主資本純資産 | $2.0B | — |
| 総資産 | $5.9B | — |
| 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 | $60.3M | ||
| Q3 25 | — | $32.2M | ||
| Q2 25 | — | $54.5M | ||
| Q1 25 | — | $55.8M | ||
| Q4 24 | — | $43.0M | ||
| Q3 24 | — | $50.2M | ||
| Q2 24 | — | $62.8M |
| 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 | $5.7B | ||
| Q3 25 | $2.1B | $5.8B | ||
| Q2 25 | $2.1B | $5.9B | ||
| Q1 25 | $2.1B | $5.9B | ||
| Q4 24 | $2.1B | $5.9B | ||
| Q3 24 | $2.1B | $5.9B | ||
| Q2 24 | $2.1B | $6.0B |
| Q1 26 | $5.9B | — | ||
| Q4 25 | $5.9B | $12.0B | ||
| Q3 25 | $5.7B | $11.9B | ||
| Q2 25 | $5.7B | $11.8B | ||
| Q1 25 | $5.8B | $11.8B | ||
| Q4 24 | $5.8B | $11.8B | ||
| Q3 24 | $5.8B | $11.8B | ||
| Q2 24 | $5.8B | $11.6B |
| 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 | — | — |
| FCFマージンFCF / 売上 | — | — |
| 設備投資強度設備投資 / 売上 | 11.1% | — |
| 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 | $261.7M | ||
| Q3 25 | $212.8M | $266.4M | ||
| Q2 25 | $265.2M | $353.4M | ||
| Q1 25 | $198.9M | $196.6M | ||
| Q4 24 | $232.7M | $239.1M | ||
| Q3 24 | $184.9M | $309.5M | ||
| Q2 24 | $215.8M | $349.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $158.6M | ||
| Q3 25 | — | $170.8M | ||
| Q2 25 | — | $264.5M | ||
| Q1 25 | — | $124.0M | ||
| Q4 24 | — | $152.6M | ||
| Q3 24 | $184.3M | $215.5M | ||
| Q2 24 | $147.2M | $259.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 28.5% | ||
| Q3 25 | — | 30.8% | ||
| Q2 25 | — | 48.1% | ||
| Q1 25 | — | 22.6% | ||
| Q4 24 | — | 27.8% | ||
| Q3 24 | 68.3% | 39.1% | ||
| Q2 24 | 54.6% | 47.5% |
| Q1 26 | 11.1% | — | ||
| Q4 25 | — | 18.6% | ||
| Q3 25 | — | 17.2% | ||
| Q2 25 | — | 16.2% | ||
| Q1 25 | — | 13.2% | ||
| Q4 24 | 0.0% | 15.7% | ||
| Q3 24 | 0.2% | 17.1% | ||
| Q2 24 | 25.4% | 16.4% |
| Q1 26 | 1.65× | — | ||
| Q4 25 | 4.92× | 4.55× | ||
| Q3 25 | 1.84× | 2.68× | ||
| Q2 25 | 2.13× | 3.27× | ||
| Q1 25 | 1.65× | 1.08× | ||
| Q4 24 | 2.09× | 1.43× | ||
| Q3 24 | 1.85× | 2.69× | ||
| Q2 24 | 2.51× | 3.43× |
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% |
MAA
| Same Store Communities | $517.0M | 93% |
| Non-Same Store Communities | $22.1M | 4% |
| Lease-up/Development Communities | $7.7M | 1% |
| Commercial Property/Land | $7.0M | 1% |