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Antero Midstream Corp（AM）とSelectQuote, Inc.（SLQT）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
SelectQuote, Inc.の直近四半期売上が大きい（$537.1M 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 12.9%、差は28.6%）。SelectQuote, Inc.の前年同期比売上増加率が高い（11.6% vs -7.3%）。過去8四半期でSelectQuote, Inc.の売上複合成長率が高い（19.5% 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。
SelectQuoteは消費者向け直接販売プラットフォームで、保険契約と医療サービスを提供しています。消費者と保険会社を結びつけることで手数料を得て、シニア健康保険、生命保険、自動車保険、住宅保険を扱っています。医療サービスは認定薬局SelectRxを中心とし、2020年5月に上場しました。
AM vs SLQT — 直接比較
損益計算書 — Q1 FY2026 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $291.1M | $537.1M |
| 純利益 | $120.7M | $69.3M |
| 粗利率 | — | 61.8% |
| 営業利益率 | 60.9% | 14.0% |
| 純利益率 | 41.5% | 12.9% |
| 売上前年比 | -7.3% | 11.6% |
| 純利益前年比 | 2.1% | 30.2% |
| EPS（希薄化後） | $0.25 | $0.26 |
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 | $537.1M | ||
| Q3 25 | $294.8M | $328.8M | ||
| Q2 25 | $305.5M | $345.1M | ||
| Q1 25 | $291.1M | $408.2M | ||
| Q4 24 | $287.5M | $481.1M | ||
| Q3 24 | $269.9M | $292.3M | ||
| Q2 24 | $269.8M | $307.2M |
| Q1 26 | $120.7M | — | ||
| Q4 25 | $51.9M | $69.3M | ||
| Q3 25 | $116.0M | $-30.5M | ||
| Q2 25 | $124.5M | $12.9M | ||
| Q1 25 | $120.7M | $26.0M | ||
| Q4 24 | $111.2M | $53.2M | ||
| Q3 24 | $99.7M | $-44.5M | ||
| Q2 24 | $86.0M | $-31.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 61.8% | ||
| Q3 25 | — | 41.4% | ||
| Q2 25 | — | 47.2% | ||
| Q1 25 | — | 60.2% | ||
| Q4 24 | — | 67.5% | ||
| Q3 24 | — | 55.7% | ||
| Q2 24 | — | 60.7% |
| Q1 26 | 60.9% | — | ||
| Q4 25 | 33.8% | 14.0% | ||
| Q3 25 | 61.2% | -12.4% | ||
| Q2 25 | 61.0% | -3.6% | ||
| Q1 25 | 60.9% | 5.4% | ||
| Q4 24 | 61.8% | 14.7% | ||
| Q3 24 | 60.2% | -4.1% | ||
| Q2 24 | 56.6% | -0.5% |
| Q1 26 | 41.5% | — | ||
| Q4 25 | 17.5% | 12.9% | ||
| Q3 25 | 39.3% | -9.3% | ||
| Q2 25 | 40.8% | 3.7% | ||
| Q1 25 | 41.5% | 6.4% | ||
| Q4 24 | 38.7% | 11.1% | ||
| Q3 24 | 37.0% | -15.2% | ||
| Q2 24 | 31.9% | -10.1% |
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.11 | $0.26 | ||
| Q3 25 | $0.24 | $-0.26 | ||
| Q2 25 | $0.26 | $-0.06 | ||
| Q1 25 | $0.25 | $0.03 | ||
| Q4 24 | $0.23 | $0.30 | ||
| Q3 24 | $0.21 | $-0.26 | ||
| Q2 24 | $0.18 | $-0.17 |
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 | $18.3M |
| 総負債低いほど良い | $3.2B | $405.8M |
| 株主資本純資産 | $2.0B | $359.7M |
| 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× | 1.13× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $180.4M | — | ||
| Q4 25 | $180.4M | $18.3M | ||
| Q3 25 | — | $10.7M | ||
| Q2 25 | — | $32.4M | ||
| Q1 25 | — | $80.1M | ||
| Q4 24 | — | $7.3M | ||
| Q3 24 | — | $10.4M | ||
| Q2 24 | — | $42.7M |
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $405.8M | ||
| Q3 25 | $3.0B | $393.1M | ||
| Q2 25 | $3.0B | $385.1M | ||
| Q1 25 | $3.1B | $391.5M | ||
| Q4 24 | $3.1B | $711.9M | ||
| Q3 24 | $3.2B | $680.4M | ||
| Q2 24 | $3.2B | $683.3M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $359.7M | ||
| Q3 25 | $2.1B | $305.1M | ||
| Q2 25 | $2.1B | $351.1M | ||
| Q1 25 | $2.1B | $350.2M | ||
| Q4 24 | $2.1B | $326.0M | ||
| Q3 24 | $2.1B | $269.4M | ||
| Q2 24 | $2.1B | $316.8M |
| Q1 26 | $5.9B | — | ||
| Q4 25 | $5.9B | $1.4B | ||
| Q3 25 | $5.7B | $1.2B | ||
| Q2 25 | $5.7B | $1.2B | ||
| Q1 25 | $5.8B | $1.3B | ||
| Q4 24 | $5.8B | $1.3B | ||
| Q3 24 | $5.8B | $1.1B | ||
| Q2 24 | $5.8B | $1.2B |
| Q1 26 | 1.63× | — | ||
| Q4 25 | 1.63× | 1.13× | ||
| Q3 25 | 1.46× | 1.29× | ||
| Q2 25 | 1.45× | 1.10× | ||
| Q1 25 | 1.49× | 1.12× | ||
| Q4 24 | 1.47× | 2.18× | ||
| Q3 24 | 1.49× | 2.53× | ||
| Q2 24 | 1.50× | 2.16× |
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 | $52.0K |
| フリーキャッシュフロー営業CF - 設備投資 | — | $-1.0M |
| FCFマージンFCF / 売上 | — | -0.2% |
| 設備投資強度設備投資 / 売上 | 11.1% | 0.2% |
| キャッシュ転換率営業CF / 純利益 | 1.65× | 0.00× |
| 直近12ヶ月FCF直近4四半期 | — | $8.5M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $198.9M | — | ||
| Q4 25 | $255.5M | $52.0K | ||
| Q3 25 | $212.8M | $-21.6M | ||
| Q2 25 | $265.2M | $-37.5M | ||
| Q1 25 | $198.9M | $71.1M | ||
| Q4 24 | $232.7M | $-28.7M | ||
| Q3 24 | $184.9M | $-16.6M | ||
| Q2 24 | $215.8M | $20.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-1.0M | ||
| Q3 25 | — | $-22.7M | ||
| Q2 25 | — | $-38.0M | ||
| Q1 25 | — | $70.2M | ||
| Q4 24 | — | $-29.0M | ||
| Q3 24 | $184.3M | $-17.1M | ||
| Q2 24 | $147.2M | $19.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | -0.2% | ||
| Q3 25 | — | -6.9% | ||
| Q2 25 | — | -11.0% | ||
| Q1 25 | — | 17.2% | ||
| Q4 24 | — | -6.0% | ||
| Q3 24 | 68.3% | -5.8% | ||
| Q2 24 | 54.6% | 6.4% |
| Q1 26 | 11.1% | — | ||
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | 0.0% | 0.1% | ||
| Q3 24 | 0.2% | 0.2% | ||
| Q2 24 | 25.4% | 0.1% |
| Q1 26 | 1.65× | — | ||
| Q4 25 | 4.92× | 0.00× | ||
| Q3 25 | 1.84× | — | ||
| Q2 25 | 2.13× | -2.91× | ||
| Q1 25 | 1.65× | 2.73× | ||
| Q4 24 | 2.09× | -0.54× | ||
| Q3 24 | 1.85× | — | ||
| 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% |
SLQT
| Healthcare Services Segment | $230.7M | 43% |
| Pharmacy | $227.2M | 42% |
| Other | $30.4M | 6% |
| Final Expense | $20.4M | 4% |
| Term | $18.5M | 3% |
| Other Senior | $6.3M | 1% |
| All Other Revenue | $3.9M | 1% |
