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Antero Midstream Corp（AM）とMSA Safety Inc（MSA）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
MSA Safety Incの直近四半期売上が大きい（$510.9M vs $291.1M、Antero Midstream Corpの約1.8倍）。Antero Midstream Corpの純利益率が高く（41.5% vs 17.0%、差は24.5%）。MSA Safety Incの前年同期比売上増加率が高い（2.2% 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 $106.0M）。過去8四半期でMSA Safety Incの売上複合成長率が高い（11.2% 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。
MSAセーフティ（別名マイン・セーフティ・アプライアンシズ）は米国の安全機器メーカー兼サプライヤーで、建設、軍事、消防、化学、石油・ガス生産など危険を伴う業界向けに製品を供給し、本社はピッツバーグ郊外のクランベリーに所在しています。
AM vs MSA — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $291.1M | $510.9M |
| 純利益 | $120.7M | $86.9M |
| 粗利率 | — | 46.9% |
| 営業利益率 | 60.9% | 22.3% |
| 純利益率 | 41.5% | 17.0% |
| 売上前年比 | -7.3% | 2.2% |
| 純利益前年比 | 2.1% | -1.2% |
| EPS（希薄化後） | $0.25 | $2.22 |
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 | $510.9M | ||
| Q3 25 | $294.8M | $468.4M | ||
| Q2 25 | $305.5M | $474.1M | ||
| Q1 25 | $291.1M | $421.3M | ||
| Q4 24 | $287.5M | $499.7M | ||
| Q3 24 | $269.9M | $432.7M | ||
| Q2 24 | $269.8M | $462.5M |
| Q1 26 | $120.7M | — | ||
| Q4 25 | $51.9M | $86.9M | ||
| Q3 25 | $116.0M | $69.6M | ||
| Q2 25 | $124.5M | $62.8M | ||
| Q1 25 | $120.7M | $59.6M | ||
| Q4 24 | $111.2M | $87.9M | ||
| Q3 24 | $99.7M | $66.6M | ||
| Q2 24 | $86.0M | $72.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | 46.9% | ||
| Q3 25 | — | 46.5% | ||
| Q2 25 | — | 46.6% | ||
| Q1 25 | — | 45.9% | ||
| Q4 24 | — | 46.9% | ||
| Q3 24 | — | 47.9% | ||
| Q2 24 | — | 48.2% |
| Q1 26 | 60.9% | — | ||
| Q4 25 | 33.8% | 22.3% | ||
| Q3 25 | 61.2% | 20.1% | ||
| Q2 25 | 61.0% | 18.1% | ||
| Q1 25 | 60.9% | 18.5% | ||
| Q4 24 | 61.8% | 23.5% | ||
| Q3 24 | 60.2% | 21.1% | ||
| Q2 24 | 56.6% | 21.6% |
| Q1 26 | 41.5% | — | ||
| Q4 25 | 17.5% | 17.0% | ||
| Q3 25 | 39.3% | 14.9% | ||
| Q2 25 | 40.8% | 13.2% | ||
| Q1 25 | 41.5% | 14.1% | ||
| Q4 24 | 38.7% | 17.6% | ||
| Q3 24 | 37.0% | 15.4% | ||
| Q2 24 | 31.9% | 15.6% |
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.11 | $2.22 | ||
| Q3 25 | $0.24 | $1.77 | ||
| Q2 25 | $0.26 | $1.59 | ||
| Q1 25 | $0.25 | $1.51 | ||
| Q4 24 | $0.23 | $2.22 | ||
| Q3 24 | $0.21 | $1.69 | ||
| Q2 24 | $0.18 | $1.83 |
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 | $165.1M |
| 総負債低いほど良い | $3.2B | $580.9M |
| 株主資本純資産 | $2.0B | $1.4B |
| 総資産 | $5.9B | $2.6B |
| 負債/資本比率低いほどレバレッジが低い | 1.63× | 0.42× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $180.4M | — | ||
| Q4 25 | $180.4M | $165.1M | ||
| Q3 25 | — | $170.0M | ||
| Q2 25 | — | $147.0M | ||
| Q1 25 | — | $170.6M | ||
| Q4 24 | — | $164.6M | ||
| Q3 24 | — | $154.4M | ||
| Q2 24 | — | $146.8M |
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $580.9M | ||
| Q3 25 | $3.0B | $628.6M | ||
| Q2 25 | $3.0B | $679.3M | ||
| Q1 25 | $3.1B | $502.1M | ||
| Q4 24 | $3.1B | $508.0M | ||
| Q3 24 | $3.2B | $554.7M | ||
| Q2 24 | $3.2B | $588.2M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $1.4B | ||
| Q3 25 | $2.1B | $1.3B | ||
| Q2 25 | $2.1B | $1.3B | ||
| Q1 25 | $2.1B | $1.2B | ||
| Q4 24 | $2.1B | $1.1B | ||
| Q3 24 | $2.1B | $1.1B | ||
| Q2 24 | $2.1B | $1.0B |
| Q1 26 | $5.9B | — | ||
| Q4 25 | $5.9B | $2.6B | ||
| Q3 25 | $5.7B | $2.6B | ||
| Q2 25 | $5.7B | $2.6B | ||
| Q1 25 | $5.8B | $2.2B | ||
| Q4 24 | $5.8B | $2.2B | ||
| Q3 24 | $5.8B | $2.2B | ||
| Q2 24 | $5.8B | $2.2B |
| Q1 26 | 1.63× | — | ||
| Q4 25 | 1.63× | 0.42× | ||
| Q3 25 | 1.46× | 0.48× | ||
| Q2 25 | 1.45× | 0.54× | ||
| Q1 25 | 1.49× | 0.42× | ||
| Q4 24 | 1.47× | 0.44× | ||
| Q3 24 | 1.49× | 0.51× | ||
| Q2 24 | 1.50× | 0.57× |
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 | $122.4M |
| フリーキャッシュフロー営業CF - 設備投資 | $186.9M | $106.0M |
| FCFマージンFCF / 売上 | 64.2% | 20.8% |
| 設備投資強度設備投資 / 売上 | 11.1% | 3.2% |
| キャッシュ転換率営業CF / 純利益 | 1.65× | 1.41× |
| 直近12ヶ月FCF直近4四半期 | — | $295.4M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $198.9M | — | ||
| Q4 25 | $255.5M | $122.4M | ||
| Q3 25 | $212.8M | $112.5M | ||
| Q2 25 | $265.2M | $67.2M | ||
| Q1 25 | $198.9M | $61.8M | ||
| Q4 24 | $232.7M | $107.9M | ||
| Q3 24 | $184.9M | $84.3M | ||
| Q2 24 | $215.8M | $53.3M |
| Q1 26 | $186.9M | — | ||
| Q4 25 | — | $106.0M | ||
| Q3 25 | — | $100.5M | ||
| Q2 25 | — | $37.9M | ||
| Q1 25 | — | $51.0M | ||
| Q4 24 | — | $93.5M | ||
| Q3 24 | $184.3M | $70.1M | ||
| Q2 24 | $147.2M | $39.0M |
| Q1 26 | 64.2% | — | ||
| Q4 25 | — | 20.8% | ||
| Q3 25 | — | 21.4% | ||
| Q2 25 | — | 8.0% | ||
| Q1 25 | — | 12.1% | ||
| Q4 24 | — | 18.7% | ||
| Q3 24 | 68.3% | 16.2% | ||
| Q2 24 | 54.6% | 8.4% |
| Q1 26 | 11.1% | — | ||
| Q4 25 | — | 3.2% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 6.2% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | 0.0% | 2.9% | ||
| Q3 24 | 0.2% | 3.3% | ||
| Q2 24 | 25.4% | 3.1% |
| Q1 26 | 1.65× | — | ||
| Q4 25 | 4.92× | 1.41× | ||
| Q3 25 | 1.84× | 1.62× | ||
| Q2 25 | 2.13× | 1.07× | ||
| Q1 25 | 1.65× | 1.04× | ||
| Q4 24 | 2.09× | 1.23× | ||
| Q3 24 | 1.85× | 1.27× | ||
| Q2 24 | 2.51× | 0.74× |
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% |
MSA
| Americas Segment | $335.2M | 66% |
| International Segment | $175.7M | 34% |
