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Antero Midstream Corp（AM）とMACOM Technology Solutions Holdings, Inc.（MTSI）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 $271.6M、MACOM Technology Solutions Holdings, Inc.の約1.1倍）。Antero Midstream Corpの純利益率が高く（41.5% vs 18.0%、差は23.5%）。MACOM Technology Solutions Holdings, Inc.の前年同期比売上増加率が高い（24.5% 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 $30.0M）。過去8四半期でMACOM Technology Solutions Holdings, Inc.の売上複合成長率が高い（22.4% 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。
MACOMテクノロジーソリューションズは米国の高周波、マイクロ波、ミリ波向け半導体デバイス・部品の開発・製造企業です。本社をマサチューセッツ州ローウェルに置き、2005年には同市最大の民間雇用主でした。ISO9001品質認証とISO14001環境認証を取得しており、北米、欧州、アジア、オーストラリアに設計センターと営業所を構えています。
AM vs MTSI — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $291.1M | $271.6M |
| 純利益 | $120.7M | $48.8M |
| 粗利率 | — | 55.9% |
| 営業利益率 | 60.9% | 15.9% |
| 純利益率 | 41.5% | 18.0% |
| 売上前年比 | -7.3% | 24.5% |
| 純利益前年比 | 2.1% | 129.1% |
| EPS（希薄化後） | $0.25 | $0.64 |
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 | $271.6M | ||
| Q4 25 | $297.0M | $261.2M | ||
| Q3 25 | $294.8M | $252.1M | ||
| Q2 25 | $305.5M | $235.9M | ||
| Q1 25 | $291.1M | $218.1M | ||
| Q4 24 | $287.5M | — | ||
| Q3 24 | $269.9M | $200.7M | ||
| Q2 24 | $269.8M | $190.5M |
| Q1 26 | $120.7M | $48.8M | ||
| Q4 25 | $51.9M | $45.1M | ||
| Q3 25 | $116.0M | $36.5M | ||
| Q2 25 | $124.5M | $31.7M | ||
| Q1 25 | $120.7M | $-167.5M | ||
| Q4 24 | $111.2M | — | ||
| Q3 24 | $99.7M | $29.4M | ||
| Q2 24 | $86.0M | $19.9M |
| Q1 26 | — | 55.9% | ||
| Q4 25 | — | 54.5% | ||
| Q3 25 | — | 55.3% | ||
| Q2 25 | — | 55.2% | ||
| Q1 25 | — | 53.7% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 54.7% | ||
| Q2 24 | — | 53.2% |
| Q1 26 | 60.9% | 15.9% | ||
| Q4 25 | 33.8% | 15.2% | ||
| Q3 25 | 61.2% | 14.9% | ||
| Q2 25 | 61.0% | 14.8% | ||
| Q1 25 | 60.9% | 8.0% | ||
| Q4 24 | 61.8% | — | ||
| Q3 24 | 60.2% | 13.7% | ||
| Q2 24 | 56.6% | 10.4% |
| Q1 26 | 41.5% | 18.0% | ||
| Q4 25 | 17.5% | 17.3% | ||
| Q3 25 | 39.3% | 14.5% | ||
| Q2 25 | 40.8% | 13.4% | ||
| Q1 25 | 41.5% | -76.8% | ||
| Q4 24 | 38.7% | — | ||
| Q3 24 | 37.0% | 14.7% | ||
| Q2 24 | 31.9% | 10.5% |
| Q1 26 | $0.25 | $0.64 | ||
| Q4 25 | $0.11 | $0.67 | ||
| Q3 25 | $0.24 | $0.48 | ||
| Q2 25 | $0.26 | $0.42 | ||
| Q1 25 | $0.25 | $-2.30 | ||
| Q4 24 | $0.23 | — | ||
| Q3 24 | $0.21 | $0.40 | ||
| Q2 24 | $0.18 | $0.27 |
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 | $768.5M |
| 総負債低いほど良い | $3.2B | — |
| 株主資本純資産 | $2.0B | $1.4B |
| 総資産 | $5.9B | $2.1B |
| 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 | $768.5M | ||
| Q4 25 | $180.4M | $786.0M | ||
| Q3 25 | — | $735.2M | ||
| Q2 25 | — | $681.5M | ||
| Q1 25 | — | $656.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $581.9M | ||
| Q2 24 | — | $521.5M |
| 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 | $1.4B | ||
| Q4 25 | $2.0B | $1.3B | ||
| Q3 25 | $2.1B | $1.3B | ||
| Q2 25 | $2.1B | $1.2B | ||
| Q1 25 | $2.1B | $1.2B | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.1B | $1.1B | ||
| Q2 24 | $2.1B | $1.1B |
| Q1 26 | $5.9B | $2.1B | ||
| Q4 25 | $5.9B | $2.1B | ||
| Q3 25 | $5.7B | $2.0B | ||
| Q2 25 | $5.7B | $1.9B | ||
| Q1 25 | $5.8B | $1.8B | ||
| Q4 24 | $5.8B | — | ||
| Q3 24 | $5.8B | $1.8B | ||
| Q2 24 | $5.8B | $1.7B |
| 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 | $42.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $186.9M | $30.0M |
| FCFマージンFCF / 売上 | 64.2% | 11.0% |
| 設備投資強度設備投資 / 売上 | 11.1% | 4.8% |
| キャッシュ転換率営業CF / 純利益 | 1.65× | 0.88× |
| 直近12ヶ月FCF直近4四半期 | — | $161.5M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $198.9M | $42.9M | ||
| Q4 25 | $255.5M | $69.6M | ||
| Q3 25 | $212.8M | $60.4M | ||
| Q2 25 | $265.2M | $38.7M | ||
| Q1 25 | $198.9M | $66.7M | ||
| Q4 24 | $232.7M | — | ||
| Q3 24 | $184.9M | $62.3M | ||
| Q2 24 | $215.8M | $49.0M |
| Q1 26 | $186.9M | $30.0M | ||
| Q4 25 | — | $49.4M | ||
| Q3 25 | — | $51.6M | ||
| Q2 25 | — | $30.5M | ||
| Q1 25 | — | $61.3M | ||
| Q4 24 | — | — | ||
| Q3 24 | $184.3M | $57.1M | ||
| Q2 24 | $147.2M | $41.5M |
| Q1 26 | 64.2% | 11.0% | ||
| Q4 25 | — | 18.9% | ||
| Q3 25 | — | 20.5% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 28.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | 68.3% | 28.5% | ||
| Q2 24 | 54.6% | 21.8% |
| Q1 26 | 11.1% | 4.8% | ||
| Q4 25 | — | 7.7% | ||
| Q3 25 | — | 3.5% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.2% | 2.6% | ||
| Q2 24 | 25.4% | 3.9% |
| Q1 26 | 1.65× | 0.88× | ||
| Q4 25 | 4.92× | 1.54× | ||
| Q3 25 | 1.84× | 1.65× | ||
| Q2 25 | 2.13× | 1.22× | ||
| Q1 25 | 1.65× | — | ||
| Q4 24 | 2.09× | — | ||
| Q3 24 | 1.85× | 2.12× | ||
| Q2 24 | 2.51× | 2.46× |
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% |
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
