vs
Antero Midstream Corp（AM）とSUBURBAN PROPANE PARTNERS LP（SPH）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
SUBURBAN PROPANE PARTNERS LPの直近四半期売上が大きい（$370.4M 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 12.4%、差は29.1%）。SUBURBAN PROPANE PARTNERS LPの前年同期比売上増加率が高い（-0.8% 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 $-67.5M）。過去8四半期でAntero Midstream Corpの売上複合成長率が高い（3.9% vs -13.8%）
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。
Suburban Propane Partners LPは米国の大手エネルギー流通企業で、プロパンガス、天然ガス、暖房用油を中心に幅広いエネルギー製品を取り扱い、住宅、商業施設、工場、農業従事者向けにHVACシステムの設置・保守・修理サービスも提供しています。
AM vs SPH — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $291.1M | $370.4M |
| 純利益 | $120.7M | $45.8M |
| 粗利率 | — | 64.7% |
| 営業利益率 | 60.9% | 18.3% |
| 純利益率 | 41.5% | 12.4% |
| 売上前年比 | -7.3% | -0.8% |
| 純利益前年比 | 2.1% | 135.7% |
| EPS（希薄化後） | $0.25 | $0.69 |
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 | $370.4M | ||
| Q3 25 | $294.8M | $211.4M | ||
| Q2 25 | $305.5M | $260.1M | ||
| Q1 25 | $291.1M | $587.7M | ||
| Q4 24 | $287.5M | $373.3M | ||
| Q3 24 | $269.9M | $208.6M | ||
| Q2 24 | $269.8M | $254.6M |
| Q1 26 | $120.7M | — | ||
| Q4 25 | $51.9M | $45.8M | ||
| Q3 25 | $116.0M | $-35.1M | ||
| Q2 25 | $124.5M | $-14.8M | ||
| Q1 25 | $120.7M | $137.1M | ||
| Q4 24 | $111.2M | $19.4M | ||
| Q3 24 | $99.7M | $-44.6M | ||
| Q2 24 | $86.0M | $-17.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | 64.7% | ||
| Q3 25 | — | 64.7% | ||
| Q2 25 | — | 61.7% | ||
| Q1 25 | — | 58.8% | ||
| Q4 24 | — | 60.6% | ||
| Q3 24 | — | 59.4% | ||
| Q2 24 | — | 62.9% |
| Q1 26 | 60.9% | — | ||
| Q4 25 | 33.8% | 18.3% | ||
| Q3 25 | 61.2% | -7.9% | ||
| Q2 25 | 61.0% | 2.1% | ||
| Q1 25 | 60.9% | 27.0% | ||
| Q4 24 | 61.8% | 15.8% | ||
| Q3 24 | 60.2% | -10.8% | ||
| Q2 24 | 56.6% | 3.2% |
| Q1 26 | 41.5% | — | ||
| Q4 25 | 17.5% | 12.4% | ||
| Q3 25 | 39.3% | -16.6% | ||
| Q2 25 | 40.8% | -5.7% | ||
| Q1 25 | 41.5% | 23.3% | ||
| Q4 24 | 38.7% | 5.2% | ||
| Q3 24 | 37.0% | -21.4% | ||
| Q2 24 | 31.9% | -6.8% |
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.11 | $0.69 | ||
| Q3 25 | $0.24 | $-0.55 | ||
| Q2 25 | $0.26 | $-0.23 | ||
| Q1 25 | $0.25 | $2.10 | ||
| Q4 24 | $0.23 | $0.30 | ||
| Q3 24 | $0.21 | $-0.69 | ||
| 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 | $1.3M |
| 総負債低いほど良い | $3.2B | $1.3B |
| 株主資本純資産 | $2.0B | — |
| 総資産 | $5.9B | $2.4B |
| 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 | — | ||
| Q4 25 | $180.4M | $1.3M | ||
| Q3 25 | — | $405.0K | ||
| Q2 25 | — | $1.3M | ||
| Q1 25 | — | $3.9M | ||
| Q4 24 | — | $4.4M | ||
| Q3 24 | — | $3.2M | ||
| Q2 24 | — | $4.9M |
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $1.3B | ||
| Q3 25 | $3.0B | $1.2B | ||
| Q2 25 | $3.0B | $1.2B | ||
| Q1 25 | $3.1B | $1.3B | ||
| Q4 24 | $3.1B | $1.3B | ||
| Q3 24 | $3.2B | $1.2B | ||
| Q2 24 | $3.2B | $1.2B |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.1B | — |
| Q1 26 | $5.9B | — | ||
| Q4 25 | $5.9B | $2.4B | ||
| Q3 25 | $5.7B | $2.3B | ||
| Q2 25 | $5.7B | $2.3B | ||
| Q1 25 | $5.8B | $2.4B | ||
| Q4 24 | $5.8B | $2.4B | ||
| Q3 24 | $5.8B | $2.3B | ||
| Q2 24 | $5.8B | $2.3B |
| 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 | $-47.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $186.9M | $-67.5M |
| FCFマージンFCF / 売上 | 64.2% | -18.2% |
| 設備投資強度設備投資 / 売上 | 11.1% | 5.3% |
| キャッシュ転換率営業CF / 純利益 | 1.65× | -1.04× |
| 直近12ヶ月FCF直近4四半期 | — | $61.9M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $198.9M | — | ||
| Q4 25 | $255.5M | $-47.7M | ||
| Q3 25 | $212.8M | $41.8M | ||
| Q2 25 | $265.2M | $95.5M | ||
| Q1 25 | $198.9M | $40.1M | ||
| Q4 24 | $232.7M | $8.8M | ||
| Q3 24 | $184.9M | $36.8M | ||
| Q2 24 | $215.8M | $61.4M |
| Q1 26 | $186.9M | — | ||
| Q4 25 | — | $-67.5M | ||
| Q3 25 | — | $27.7M | ||
| Q2 25 | — | $80.9M | ||
| Q1 25 | — | $20.8M | ||
| Q4 24 | — | $-15.1M | ||
| Q3 24 | $184.3M | $17.7M | ||
| Q2 24 | $147.2M | $46.8M |
| Q1 26 | 64.2% | — | ||
| Q4 25 | — | -18.2% | ||
| Q3 25 | — | 13.1% | ||
| Q2 25 | — | 31.1% | ||
| Q1 25 | — | 3.5% | ||
| Q4 24 | — | -4.0% | ||
| Q3 24 | 68.3% | 8.5% | ||
| Q2 24 | 54.6% | 18.4% |
| Q1 26 | 11.1% | — | ||
| Q4 25 | — | 5.3% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 5.6% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | 0.0% | 6.4% | ||
| Q3 24 | 0.2% | 9.1% | ||
| Q2 24 | 25.4% | 5.8% |
| Q1 26 | 1.65× | — | ||
| Q4 25 | 4.92× | -1.04× | ||
| Q3 25 | 1.84× | — | ||
| Q2 25 | 2.13× | — | ||
| Q1 25 | 1.65× | 0.29× | ||
| Q4 24 | 2.09× | 0.45× | ||
| 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% |
SPH
| Propane | $326.4M | 88% |
| Other Sales Revenue Net | $19.9M | 5% |
| Fuel Oil And Refined Fuels | $18.2M | 5% |
| Natural Gas And Electricity | $5.9M | 2% |
| Wholesale | $4.1M | 1% |
