vs
Antero Midstream Corp（AM）とPHIBRO ANIMAL HEALTH CORP（PAHC）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
PHIBRO ANIMAL HEALTH CORPの直近四半期売上が大きい（$373.9M vs $291.1M、Antero Midstream Corpの約1.3倍）。Antero Midstream Corpの純利益率が高く（41.5% vs 7.3%、差は34.1%）。PHIBRO ANIMAL HEALTH CORPの前年同期比売上増加率が高い（20.9% 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 $8.3M）。過去8四半期でPHIBRO ANIMAL HEALTH CORPの売上複合成長率が高い（19.2% 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。
ファイブローアニマルヘルスコーポレーションは米国の動物健康・ミネラル栄養企業で、抗菌剤、抗コクシジウム剤、駆虫薬のほか、家畜用栄養補給剤、ワクチンなどを製品ラインナップに持っています。ミネラル栄養、機能材料、動物健康の3事業セグメントを中心に収益を上げ、米国、中南米、カナダ、欧州、中東、アフリカ、アジア太平洋地域で事業を展開しています。
AM vs PAHC — 直接比較
損益計算書 — Q1 FY2026 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $291.1M | $373.9M |
| 純利益 | $120.7M | $27.5M |
| 粗利率 | — | 35.5% |
| 営業利益率 | 60.9% | 13.5% |
| 純利益率 | 41.5% | 7.3% |
| 売上前年比 | -7.3% | 20.9% |
| 純利益前年比 | 2.1% | 762.1% |
| EPS（希薄化後） | $0.25 | $0.67 |
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 | $373.9M | ||
| Q3 25 | $294.8M | $363.9M | ||
| Q2 25 | $305.5M | $378.7M | ||
| Q1 25 | $291.1M | $347.8M | ||
| Q4 24 | $287.5M | $309.3M | ||
| Q3 24 | $269.9M | $260.4M | ||
| Q2 24 | $269.8M | $273.2M |
| Q1 26 | $120.7M | — | ||
| Q4 25 | $51.9M | $27.5M | ||
| Q3 25 | $116.0M | $26.5M | ||
| Q2 25 | $124.5M | $17.2M | ||
| Q1 25 | $120.7M | $20.9M | ||
| Q4 24 | $111.2M | $3.2M | ||
| Q3 24 | $99.7M | $7.0M | ||
| Q2 24 | $86.0M | $752.0K |
| Q1 26 | — | — | ||
| Q4 25 | — | 35.5% | ||
| Q3 25 | — | 32.9% | ||
| Q2 25 | — | 29.0% | ||
| Q1 25 | — | 30.1% | ||
| Q4 24 | — | 32.9% | ||
| Q3 24 | — | 32.1% | ||
| Q2 24 | — | 31.9% |
| Q1 26 | 60.9% | — | ||
| Q4 25 | 33.8% | 13.5% | ||
| Q3 25 | 61.2% | 14.1% | ||
| Q2 25 | 61.0% | 8.9% | ||
| Q1 25 | 60.9% | 9.6% | ||
| Q4 24 | 61.8% | 8.3% | ||
| Q3 24 | 60.2% | 6.8% | ||
| Q2 24 | 56.6% | 6.7% |
| Q1 26 | 41.5% | — | ||
| Q4 25 | 17.5% | 7.3% | ||
| Q3 25 | 39.3% | 7.3% | ||
| Q2 25 | 40.8% | 4.5% | ||
| Q1 25 | 41.5% | 6.0% | ||
| Q4 24 | 38.7% | 1.0% | ||
| Q3 24 | 37.0% | 2.7% | ||
| Q2 24 | 31.9% | 0.3% |
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.11 | $0.67 | ||
| Q3 25 | $0.24 | $0.65 | ||
| Q2 25 | $0.26 | $0.43 | ||
| Q1 25 | $0.25 | $0.51 | ||
| Q4 24 | $0.23 | $0.08 | ||
| Q3 24 | $0.21 | $0.17 | ||
| Q2 24 | $0.18 | $0.02 |
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 | $74.5M |
| 総負債低いほど良い | $3.2B | $624.2M |
| 株主資本純資産 | $2.0B | $332.4M |
| 総資産 | $5.9B | $1.4B |
| 負債/資本比率低いほどレバレッジが低い | 1.63× | 1.88× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $180.4M | — | ||
| Q4 25 | $180.4M | $74.5M | ||
| Q3 25 | — | $85.3M | ||
| Q2 25 | — | $77.0M | ||
| Q1 25 | — | $70.4M | ||
| Q4 24 | — | $67.1M | ||
| Q3 24 | — | $89.8M | ||
| Q2 24 | — | $114.6M |
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $624.2M | ||
| Q3 25 | $3.0B | $628.0M | ||
| Q2 25 | $3.0B | $631.7M | ||
| Q1 25 | $3.1B | $635.4M | ||
| Q4 24 | $3.1B | $639.1M | ||
| Q3 24 | $3.2B | $295.2M | ||
| Q2 24 | $3.2B | $312.1M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $332.4M | ||
| Q3 25 | $2.1B | $311.7M | ||
| Q2 25 | $2.1B | $285.7M | ||
| Q1 25 | $2.1B | $266.0M | ||
| Q4 24 | $2.1B | $246.8M | ||
| Q3 24 | $2.1B | $258.5M | ||
| Q2 24 | $2.1B | $256.6M |
| Q1 26 | $5.9B | — | ||
| Q4 25 | $5.9B | $1.4B | ||
| Q3 25 | $5.7B | $1.4B | ||
| Q2 25 | $5.7B | $1.4B | ||
| Q1 25 | $5.8B | $1.3B | ||
| Q4 24 | $5.8B | $1.3B | ||
| Q3 24 | $5.8B | $966.3M | ||
| Q2 24 | $5.8B | $982.2M |
| Q1 26 | 1.63× | — | ||
| Q4 25 | 1.63× | 1.88× | ||
| Q3 25 | 1.46× | 2.01× | ||
| Q2 25 | 1.45× | 2.21× | ||
| Q1 25 | 1.49× | 2.39× | ||
| Q4 24 | 1.47× | 2.59× | ||
| Q3 24 | 1.49× | 1.14× | ||
| Q2 24 | 1.50× | 1.22× |
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 | $19.4M |
| フリーキャッシュフロー営業CF - 設備投資 | $186.9M | $8.3M |
| FCFマージンFCF / 売上 | 64.2% | 2.2% |
| 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× | 0.70× |
| 直近12ヶ月FCF直近4四半期 | — | $47.3M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $198.9M | — | ||
| Q4 25 | $255.5M | $19.4M | ||
| Q3 25 | $212.8M | $9.3M | ||
| Q2 25 | $265.2M | $21.3M | ||
| Q1 25 | $198.9M | $43.2M | ||
| Q4 24 | $232.7M | $3.1M | ||
| Q3 24 | $184.9M | $12.6M | ||
| Q2 24 | $215.8M | $28.4M |
| Q1 26 | $186.9M | — | ||
| Q4 25 | — | $8.3M | ||
| Q3 25 | — | $-4.5M | ||
| Q2 25 | — | $8.1M | ||
| Q1 25 | — | $35.4M | ||
| Q4 24 | — | $-4.7M | ||
| Q3 24 | $184.3M | $3.0M | ||
| Q2 24 | $147.2M | $15.4M |
| Q1 26 | 64.2% | — | ||
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | -1.2% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 10.2% | ||
| Q4 24 | — | -1.5% | ||
| Q3 24 | 68.3% | 1.2% | ||
| Q2 24 | 54.6% | 5.6% |
| Q1 26 | 11.1% | — | ||
| Q4 25 | — | 3.0% | ||
| Q3 25 | — | 3.8% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | 0.0% | 2.5% | ||
| Q3 24 | 0.2% | 3.7% | ||
| Q2 24 | 25.4% | 4.8% |
| Q1 26 | 1.65× | — | ||
| Q4 25 | 4.92× | 0.70× | ||
| Q3 25 | 1.84× | 0.35× | ||
| Q2 25 | 2.13× | 1.24× | ||
| Q1 25 | 1.65× | 2.07× | ||
| Q4 24 | 2.09× | 0.97× | ||
| Q3 24 | 1.85× | 1.81× | ||
| Q2 24 | 2.51× | 37.80× |
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% |
PAHC
| Medicated Feed Additives And Others | $202.1M | 54% |
| Mineral Nutrition | $68.9M | 18% |
| Nutritional Specialties | $50.2M | 13% |
| Vaccines | $37.6M | 10% |
| Performance Products | $15.0M | 4% |
