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Antero Midstream Corp（AM）とMONRO, INC.（MNRO）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
MONRO, INC.の直近四半期売上が大きい（$293.4M vs $291.1M、Antero Midstream Corpの約1.0倍）。Antero Midstream Corpの純利益率が高く（41.5% vs 3.8%、差は37.7%）。MONRO, INC.の前年同期比売上増加率が高い（-4.0% 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 $9.1M）。過去8四半期でAntero Midstream Corpの売上複合成長率が高い（3.9% vs -2.7%）
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。
モンロー社（Monro, Inc.）は自動車サービス企業で、創業地および本社はアメリカ合衆国ニューヨーク州ロチェスターです。2025年時点で1260店舗を展開しており、店舗数と売上高においてDriven Brandsに次ぐ北米第2位の自動車サービス企業です。
AM vs MNRO — 直接比較
損益計算書 — Q1 FY2026 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $291.1M | $293.4M |
| 純利益 | $120.7M | $11.1M |
| 粗利率 | — | 34.9% |
| 営業利益率 | 60.9% | 6.3% |
| 純利益率 | 41.5% | 3.8% |
| 売上前年比 | -7.3% | -4.0% |
| 純利益前年比 | 2.1% | 143.1% |
| EPS（希薄化後） | $0.25 | $0.35 |
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 | $293.4M | ||
| Q3 25 | $294.8M | $288.9M | ||
| Q2 25 | $305.5M | $301.0M | ||
| Q1 25 | $291.1M | $295.0M | ||
| Q4 24 | $287.5M | $305.8M | ||
| Q3 24 | $269.9M | $301.4M | ||
| Q2 24 | $269.8M | $293.2M |
| Q1 26 | $120.7M | — | ||
| Q4 25 | $51.9M | $11.1M | ||
| Q3 25 | $116.0M | $5.7M | ||
| Q2 25 | $124.5M | $-8.1M | ||
| Q1 25 | $120.7M | $-21.3M | ||
| Q4 24 | $111.2M | $4.6M | ||
| Q3 24 | $99.7M | $5.6M | ||
| Q2 24 | $86.0M | $5.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 34.9% | ||
| Q3 25 | — | 35.7% | ||
| Q2 25 | — | 35.5% | ||
| Q1 25 | — | 33.0% | ||
| Q4 24 | — | 34.3% | ||
| Q3 24 | — | 35.3% | ||
| Q2 24 | — | 37.2% |
| Q1 26 | 60.9% | — | ||
| Q4 25 | 33.8% | 6.3% | ||
| Q3 25 | 61.2% | 4.4% | ||
| Q2 25 | 61.0% | -2.0% | ||
| Q1 25 | 60.9% | -8.1% | ||
| Q4 24 | 61.8% | 3.3% | ||
| Q3 24 | 60.2% | 4.4% | ||
| Q2 24 | 56.6% | 4.5% |
| Q1 26 | 41.5% | — | ||
| Q4 25 | 17.5% | 3.8% | ||
| Q3 25 | 39.3% | 2.0% | ||
| Q2 25 | 40.8% | -2.7% | ||
| Q1 25 | 41.5% | -7.2% | ||
| Q4 24 | 38.7% | 1.5% | ||
| Q3 24 | 37.0% | 1.9% | ||
| Q2 24 | 31.9% | 2.0% |
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.11 | $0.35 | ||
| Q3 25 | $0.24 | $0.18 | ||
| Q2 25 | $0.26 | $-0.28 | ||
| Q1 25 | $0.25 | $-0.74 | ||
| Q4 24 | $0.23 | $0.15 | ||
| Q3 24 | $0.21 | $0.18 | ||
| Q2 24 | $0.18 | $0.19 |
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 | $4.9M |
| 総負債低いほど良い | $3.2B | $45.0M |
| 株主資本純資産 | $2.0B | $604.9M |
| 総資産 | $5.9B | $1.6B |
| 負債/資本比率低いほどレバレッジが低い | 1.63× | 0.07× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $180.4M | — | ||
| Q4 25 | $180.4M | $4.9M | ||
| Q3 25 | — | $10.5M | ||
| Q2 25 | — | $7.8M | ||
| Q1 25 | — | $20.8M | ||
| Q4 24 | — | $10.2M | ||
| Q3 24 | — | $20.9M | ||
| Q2 24 | — | $18.7M |
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $45.0M | ||
| Q3 25 | $3.0B | $60.0M | ||
| Q2 25 | $3.0B | $71.5M | ||
| Q1 25 | $3.1B | $61.3M | ||
| Q4 24 | $3.1B | $59.3M | ||
| Q3 24 | $3.2B | $62.0M | ||
| Q2 24 | $3.2B | $112.0M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $604.9M | ||
| Q3 25 | $2.1B | $601.7M | ||
| Q2 25 | $2.1B | $604.9M | ||
| Q1 25 | $2.1B | $620.8M | ||
| Q4 24 | $2.1B | $648.9M | ||
| Q3 24 | $2.1B | $651.9M | ||
| Q2 24 | $2.1B | $654.4M |
| Q1 26 | $5.9B | — | ||
| Q4 25 | $5.9B | $1.6B | ||
| Q3 25 | $5.7B | $1.6B | ||
| Q2 25 | $5.7B | $1.6B | ||
| Q1 25 | $5.8B | $1.6B | ||
| Q4 24 | $5.8B | $1.7B | ||
| Q3 24 | $5.8B | $1.7B | ||
| Q2 24 | $5.8B | $1.7B |
| Q1 26 | 1.63× | — | ||
| Q4 25 | 1.63× | 0.07× | ||
| Q3 25 | 1.46× | 0.10× | ||
| Q2 25 | 1.45× | 0.12× | ||
| Q1 25 | 1.49× | 0.10× | ||
| Q4 24 | 1.47× | 0.09× | ||
| Q3 24 | 1.49× | 0.10× | ||
| Q2 24 | 1.50× | 0.17× |
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 | $17.8M |
| フリーキャッシュフロー営業CF - 設備投資 | $186.9M | $9.1M |
| FCFマージンFCF / 売上 | 64.2% | 3.1% |
| 設備投資強度設備投資 / 売上 | 11.1% | 3.0% |
| キャッシュ転換率営業CF / 純利益 | 1.65× | 1.60× |
| 直近12ヶ月FCF直近4四半期 | — | $49.6M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $198.9M | — | ||
| Q4 25 | $255.5M | $17.8M | ||
| Q3 25 | $212.8M | $32.3M | ||
| Q2 25 | $265.2M | $-1.9M | ||
| Q1 25 | $198.9M | $28.9M | ||
| Q4 24 | $232.7M | $14.8M | ||
| Q3 24 | $184.9M | $62.6M | ||
| Q2 24 | $215.8M | $25.6M |
| Q1 26 | $186.9M | — | ||
| Q4 25 | — | $9.1M | ||
| Q3 25 | — | $26.6M | ||
| Q2 25 | — | $-9.3M | ||
| Q1 25 | — | $23.2M | ||
| Q4 24 | — | $7.9M | ||
| Q3 24 | $184.3M | $57.6M | ||
| Q2 24 | $147.2M | $16.8M |
| Q1 26 | 64.2% | — | ||
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 9.2% | ||
| Q2 25 | — | -3.1% | ||
| Q1 25 | — | 7.9% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | 68.3% | 19.1% | ||
| Q2 24 | 54.6% | 5.7% |
| Q1 26 | 11.1% | — | ||
| Q4 25 | — | 3.0% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | 1.9% | ||
| Q4 24 | 0.0% | 2.2% | ||
| Q3 24 | 0.2% | 1.6% | ||
| Q2 24 | 25.4% | 3.0% |
| Q1 26 | 1.65× | — | ||
| Q4 25 | 4.92× | 1.60× | ||
| Q3 25 | 1.84× | 5.71× | ||
| Q2 25 | 2.13× | — | ||
| Q1 25 | 1.65× | — | ||
| Q4 24 | 2.09× | 3.23× | ||
| Q3 24 | 1.85× | 11.08× | ||
| Q2 24 | 2.51× | 4.37× |
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% |
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
