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Antero Midstream Corp（AM）とStrategic Education, Inc.（STRA）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
Strategic Education, Inc.の直近四半期売上が大きい（$305.9M vs $291.1M、Antero Midstream Corpの約1.1倍）。Antero Midstream Corpの純利益率が高く（41.5% vs 10.7%、差は30.7%）。Strategic Education, Inc.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 $77.3M）。過去8四半期でAntero Midstream Corpの売上複合成長率が高い（3.9% vs -1.0%）
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。
Strategic Education, Inc.（SEI）は教育サービスを事業とする持ち株会社で、旧社名はStrayer Education, Inc.です。営利目的のオンライン大学であるカペラ大学、ストレイヤー大学を傘下に所有するほか、DevMountain、Hackbright Academy、Sophia Learningなどの非学位コースを提供する教育機関も運営しています。
AM vs STRA — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $291.1M | $305.9M |
| 純利益 | $120.7M | $32.8M |
| 粗利率 | — | — |
| 営業利益率 | 60.9% | 13.4% |
| 純利益率 | 41.5% | 10.7% |
| 売上前年比 | -7.3% | 0.8% |
| 純利益前年比 | 2.1% | 10.3% |
| EPS（希薄化後） | $0.25 | $1.48 |
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 | $305.9M | ||
| Q4 25 | $297.0M | $323.2M | ||
| Q3 25 | $294.8M | $319.9M | ||
| Q2 25 | $305.5M | $321.5M | ||
| Q1 25 | $291.1M | $303.6M | ||
| Q4 24 | $287.5M | $311.5M | ||
| Q3 24 | $269.9M | $306.0M | ||
| Q2 24 | $269.8M | $312.3M |
| Q1 26 | $120.7M | $32.8M | ||
| Q4 25 | $51.9M | $37.9M | ||
| Q3 25 | $116.0M | $26.6M | ||
| Q2 25 | $124.5M | $32.3M | ||
| Q1 25 | $120.7M | $29.7M | ||
| Q4 24 | $111.2M | $25.3M | ||
| Q3 24 | $99.7M | $27.7M | ||
| Q2 24 | $86.0M | $29.9M |
| Q1 26 | 60.9% | 13.4% | ||
| Q4 25 | 33.8% | 16.0% | ||
| Q3 25 | 61.2% | 11.6% | ||
| Q2 25 | 61.0% | 14.2% | ||
| Q1 25 | 60.9% | 13.1% | ||
| Q4 24 | 61.8% | 11.6% | ||
| Q3 24 | 60.2% | 11.9% | ||
| Q2 24 | 56.6% | 13.4% |
| Q1 26 | 41.5% | 10.7% | ||
| Q4 25 | 17.5% | 11.7% | ||
| Q3 25 | 39.3% | 8.3% | ||
| Q2 25 | 40.8% | 10.1% | ||
| Q1 25 | 41.5% | 9.8% | ||
| Q4 24 | 38.7% | 8.1% | ||
| Q3 24 | 37.0% | 9.1% | ||
| Q2 24 | 31.9% | 9.6% |
| Q1 26 | $0.25 | $1.48 | ||
| Q4 25 | $0.11 | $1.65 | ||
| Q3 25 | $0.24 | $1.15 | ||
| Q2 25 | $0.26 | $1.37 | ||
| Q1 25 | $0.25 | $1.24 | ||
| Q4 24 | $0.23 | $1.05 | ||
| Q3 24 | $0.21 | $1.15 | ||
| Q2 24 | $0.18 | $1.24 |
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 | $150.3M |
| 総負債低いほど良い | $3.2B | — |
| 株主資本純資産 | $2.0B | $1.6B |
| 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 | $150.3M | ||
| Q4 25 | $180.4M | $148.1M | ||
| Q3 25 | — | $172.6M | ||
| Q2 25 | — | $164.9M | ||
| Q1 25 | — | $182.6M | ||
| Q4 24 | — | $184.0M | ||
| Q3 24 | — | $222.1M | ||
| Q2 24 | — | $256.2M |
| 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 | $1.6B | ||
| Q4 25 | $2.0B | $1.6B | ||
| Q3 25 | $2.1B | $1.7B | ||
| Q2 25 | $2.1B | $1.7B | ||
| Q1 25 | $2.1B | $1.6B | ||
| Q4 24 | $2.1B | $1.7B | ||
| Q3 24 | $2.1B | $1.7B | ||
| Q2 24 | $2.1B | $1.7B |
| Q1 26 | $5.9B | $2.1B | ||
| Q4 25 | $5.9B | $2.0B | ||
| Q3 25 | $5.7B | $2.1B | ||
| Q2 25 | $5.7B | $2.1B | ||
| Q1 25 | $5.8B | $2.1B | ||
| Q4 24 | $5.8B | $2.0B | ||
| Q3 24 | $5.8B | $2.2B | ||
| Q2 24 | $5.8B | $2.2B |
| 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 | $87.4M |
| フリーキャッシュフロー営業CF - 設備投資 | $186.9M | $77.3M |
| FCFマージンFCF / 売上 | 64.2% | 25.3% |
| 設備投資強度設備投資 / 売上 | 11.1% | — |
| キャッシュ転換率営業CF / 純利益 | 1.65× | 2.66× |
| 直近12ヶ月FCF直近4四半期 | — | $173.9M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $198.9M | $87.4M | ||
| Q4 25 | $255.5M | $39.2M | ||
| Q3 25 | $212.8M | $60.1M | ||
| Q2 25 | $265.2M | $31.2M | ||
| Q1 25 | $198.9M | $67.7M | ||
| Q4 24 | $232.7M | $15.9M | ||
| Q3 24 | $184.9M | $51.5M | ||
| Q2 24 | $215.8M | $24.3M |
| Q1 26 | $186.9M | $77.3M | ||
| Q4 25 | — | $27.0M | ||
| Q3 25 | — | $49.3M | ||
| Q2 25 | — | $20.4M | ||
| Q1 25 | — | $57.3M | ||
| Q4 24 | — | $4.7M | ||
| Q3 24 | $184.3M | $42.1M | ||
| Q2 24 | $147.2M | $13.6M |
| Q1 26 | 64.2% | 25.3% | ||
| Q4 25 | — | 8.3% | ||
| Q3 25 | — | 15.4% | ||
| Q2 25 | — | 6.3% | ||
| Q1 25 | — | 18.9% | ||
| Q4 24 | — | 1.5% | ||
| Q3 24 | 68.3% | 13.8% | ||
| Q2 24 | 54.6% | 4.3% |
| Q1 26 | 11.1% | — | ||
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | 0.0% | 3.6% | ||
| Q3 24 | 0.2% | 3.1% | ||
| Q2 24 | 25.4% | 3.4% |
| Q1 26 | 1.65× | 2.66× | ||
| Q4 25 | 4.92× | 1.03× | ||
| Q3 25 | 1.84× | 2.26× | ||
| Q2 25 | 2.13× | 0.97× | ||
| Q1 25 | 1.65× | 2.27× | ||
| Q4 24 | 2.09× | 0.63× | ||
| Q3 24 | 1.85× | 1.86× | ||
| Q2 24 | 2.51× | 0.81× |
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% |
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
