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Antero Midstream Corp（AM）とNational Energy Services Reunited Corp.（NESR）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
National Energy Services Reunited Corp.の直近四半期売上が大きい（$295.3M 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 6.0%、差は35.5%）。Antero Midstream Corpの前年同期比売上増加率が高い（-7.3% vs -12.2%）
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。
National Energy Services Reunited Corp.は総合油田サービスプロバイダーで、石油ガス上流事業者に対して坑井建設、完了、生産運用、介入作業などの一連のソリューションを提供しています。主な事業地域は中東、北アフリカ、東アジアで、各国の国営石油会社や国際エネルギー企業を顧客としています。
AM vs NESR — 直接比較
損益計算書 — Q1 FY2026 vs Q3 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $291.1M | $295.3M |
| 純利益 | $120.7M | $17.7M |
| 粗利率 | — | 12.0% |
| 営業利益率 | 60.9% | 6.6% |
| 純利益率 | 41.5% | 6.0% |
| 売上前年比 | -7.3% | -12.2% |
| 純利益前年比 | 2.1% | -14.0% |
| 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 | — | ||
| Q3 25 | $294.8M | $295.3M | ||
| Q2 25 | $305.5M | $327.4M | ||
| Q1 25 | $291.1M | $303.1M | ||
| Q4 24 | $287.5M | — | ||
| Q3 24 | $269.9M | $336.2M | ||
| Q2 24 | $269.8M | $325.0M |
| Q1 26 | $120.7M | — | ||
| Q4 25 | $51.9M | — | ||
| Q3 25 | $116.0M | $17.7M | ||
| Q2 25 | $124.5M | $15.2M | ||
| Q1 25 | $120.7M | $10.4M | ||
| Q4 24 | $111.2M | — | ||
| Q3 24 | $99.7M | $20.6M | ||
| Q2 24 | $86.0M | $18.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 12.0% | ||
| Q2 25 | — | 13.4% | ||
| Q1 25 | — | 12.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 15.9% | ||
| Q2 24 | — | 16.4% |
| Q1 26 | 60.9% | — | ||
| Q4 25 | 33.8% | — | ||
| Q3 25 | 61.2% | 6.6% | ||
| Q2 25 | 61.0% | 8.3% | ||
| Q1 25 | 60.9% | 6.9% | ||
| Q4 24 | 61.8% | — | ||
| Q3 24 | 60.2% | 10.5% | ||
| Q2 24 | 56.6% | 10.5% |
| Q1 26 | 41.5% | — | ||
| Q4 25 | 17.5% | — | ||
| Q3 25 | 39.3% | 6.0% | ||
| Q2 25 | 40.8% | 4.6% | ||
| Q1 25 | 41.5% | 3.4% | ||
| Q4 24 | 38.7% | — | ||
| Q3 24 | 37.0% | 6.1% | ||
| Q2 24 | 31.9% | 5.8% |
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.11 | — | ||
| Q3 25 | $0.24 | $0.18 | ||
| Q2 25 | $0.26 | $0.16 | ||
| Q1 25 | $0.25 | $0.11 | ||
| Q4 24 | $0.23 | — | ||
| Q3 24 | $0.21 | $0.22 | ||
| Q2 24 | $0.18 | $0.20 |
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 | $69.7M |
| 総負債低いほど良い | $3.2B | $274.1M |
| 株主資本純資産 | $2.0B | $956.7M |
| 総資産 | $5.9B | $1.8B |
| 負債/資本比率低いほどレバレッジが低い | 1.63× | 0.29× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $180.4M | — | ||
| Q4 25 | $180.4M | — | ||
| Q3 25 | — | $69.7M | ||
| Q2 25 | — | $131.8M | ||
| Q1 25 | — | $78.7M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $118.2M | ||
| Q2 24 | — | $75.0M |
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.0B | $274.1M | ||
| Q2 25 | $3.0B | $291.7M | ||
| Q1 25 | $3.1B | $309.2M | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $3.2B | $358.7M | ||
| Q2 24 | $3.2B | $376.7M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | $956.7M | ||
| Q2 25 | $2.1B | $936.9M | ||
| Q1 25 | $2.1B | $920.5M | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.1B | $873.5M | ||
| Q2 24 | $2.1B | $851.4M |
| Q1 26 | $5.9B | — | ||
| Q4 25 | $5.9B | — | ||
| Q3 25 | $5.7B | $1.8B | ||
| Q2 25 | $5.7B | $1.8B | ||
| Q1 25 | $5.8B | $1.8B | ||
| Q4 24 | $5.8B | — | ||
| Q3 24 | $5.8B | $1.8B | ||
| Q2 24 | $5.8B | $1.8B |
| Q1 26 | 1.63× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.46× | 0.29× | ||
| Q2 25 | 1.45× | 0.31× | ||
| Q1 25 | 1.49× | 0.34× | ||
| Q4 24 | 1.47× | — | ||
| Q3 24 | 1.49× | 0.41× | ||
| Q2 24 | 1.50× | 0.44× |
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 | $6.7M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $-34.1M |
| FCFマージンFCF / 売上 | — | -11.5% |
| 設備投資強度設備投資 / 売上 | 11.1% | 13.8% |
| キャッシュ転換率営業CF / 純利益 | 1.65× | 0.38× |
| 直近12ヶ月FCF直近4四半期 | — | $68.5M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $198.9M | — | ||
| Q4 25 | $255.5M | — | ||
| Q3 25 | $212.8M | $6.7M | ||
| Q2 25 | $265.2M | $98.5M | ||
| Q1 25 | $198.9M | $20.5M | ||
| Q4 24 | $232.7M | — | ||
| Q3 24 | $184.9M | $70.8M | ||
| Q2 24 | $215.8M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $-34.1M | ||
| Q2 25 | — | $68.7M | ||
| Q1 25 | — | $-9.6M | ||
| Q4 24 | — | — | ||
| Q3 24 | $184.3M | $43.4M | ||
| Q2 24 | $147.2M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | -11.5% | ||
| Q2 25 | — | 21.0% | ||
| Q1 25 | — | -3.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | 68.3% | 12.9% | ||
| Q2 24 | 54.6% | — |
| Q1 26 | 11.1% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 13.8% | ||
| Q2 25 | — | 9.1% | ||
| Q1 25 | — | 9.9% | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.2% | 8.1% | ||
| Q2 24 | 25.4% | — |
| Q1 26 | 1.65× | — | ||
| Q4 25 | 4.92× | — | ||
| Q3 25 | 1.84× | 0.38× | ||
| Q2 25 | 2.13× | 6.48× | ||
| Q1 25 | 1.65× | 1.97× | ||
| Q4 24 | 2.09× | — | ||
| Q3 24 | 1.85× | 3.43× | ||
| 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% |
NESR
| Production Services | $174.4M | 59% |
| Drilling And Evaluation Services | $120.9M | 41% |
