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Antero Midstream Corp（AM）とTyler Technologies（TYL）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
Tyler Technologiesの直近四半期売上が大きい（$613.5M vs $291.1M、Antero Midstream Corpの約2.1倍）。Antero Midstream Corpの純利益率が高く（41.5% vs 13.2%、差は28.2%）。Tyler Technologiesの前年同期比売上増加率が高い（8.6% 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 $2.0M）。過去8四半期でTyler Technologiesの売上複合成長率が高い（6.5% 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。
Tyler Technologies, Inc.はアメリカ合衆国テキサス州プラーノに本社を置くテクノロジー企業で、米国公共部門向けに独自開発の専用ソフトウェアを提供している。現在米国内17州とカナダ・オンタリオ州トロントにオフィスを展開している。
AM vs TYL — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $291.1M | $613.5M |
| 純利益 | $120.7M | $81.2M |
| 粗利率 | — | 48.3% |
| 営業利益率 | 60.9% | 16.3% |
| 純利益率 | 41.5% | 13.2% |
| 売上前年比 | -7.3% | 8.6% |
| 純利益前年比 | 2.1% | — |
| EPS（希薄化後） | $0.25 | $1.88 |
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 | $613.5M | ||
| Q4 25 | $297.0M | $575.2M | ||
| Q3 25 | $294.8M | $595.9M | ||
| Q2 25 | $305.5M | $596.1M | ||
| Q1 25 | $291.1M | $565.2M | ||
| Q4 24 | $287.5M | $541.1M | ||
| Q3 24 | $269.9M | $543.3M | ||
| Q2 24 | $269.8M | $541.0M |
| Q1 26 | $120.7M | $81.2M | ||
| Q4 25 | $51.9M | $65.5M | ||
| Q3 25 | $116.0M | $84.4M | ||
| Q2 25 | $124.5M | $84.6M | ||
| Q1 25 | $120.7M | $81.1M | ||
| Q4 24 | $111.2M | $65.2M | ||
| Q3 24 | $99.7M | $75.9M | ||
| Q2 24 | $86.0M | $67.7M |
| Q1 26 | — | 48.3% | ||
| Q4 25 | — | 45.5% | ||
| Q3 25 | — | 47.2% | ||
| Q2 25 | — | 45.8% | ||
| Q1 25 | — | 47.3% | ||
| Q4 24 | — | 43.8% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 44.0% |
| Q1 26 | 60.9% | 16.3% | ||
| Q4 25 | 33.8% | 13.0% | ||
| Q3 25 | 61.2% | 16.4% | ||
| Q2 25 | 61.0% | 16.0% | ||
| Q1 25 | 60.9% | 15.8% | ||
| Q4 24 | 61.8% | 13.2% | ||
| Q3 24 | 60.2% | 15.2% | ||
| Q2 24 | 56.6% | 14.4% |
| Q1 26 | 41.5% | 13.2% | ||
| Q4 25 | 17.5% | 11.4% | ||
| Q3 25 | 39.3% | 14.2% | ||
| Q2 25 | 40.8% | 14.2% | ||
| Q1 25 | 41.5% | 14.3% | ||
| Q4 24 | 38.7% | 12.1% | ||
| Q3 24 | 37.0% | 14.0% | ||
| Q2 24 | 31.9% | 12.5% |
| Q1 26 | $0.25 | $1.88 | ||
| Q4 25 | $0.11 | $1.50 | ||
| Q3 25 | $0.24 | $1.93 | ||
| Q2 25 | $0.26 | $1.93 | ||
| Q1 25 | $0.25 | $1.84 | ||
| Q4 24 | $0.23 | $1.48 | ||
| Q3 24 | $0.21 | $1.74 | ||
| Q2 24 | $0.18 | $1.57 |
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 | $346.4M |
| 総負債低いほど良い | $3.2B | — |
| 株主資本純資産 | $2.0B | $3.6B |
| 総資産 | $5.9B | $4.8B |
| 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 | $346.4M | ||
| Q4 25 | $180.4M | $1.1B | ||
| Q3 25 | — | $950.8M | ||
| Q2 25 | — | $892.3M | ||
| Q1 25 | — | $807.4M | ||
| Q4 24 | — | $768.0M | ||
| Q3 24 | — | $544.3M | ||
| Q2 24 | — | $258.0M |
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $599.7M | ||
| Q3 25 | $3.0B | $599.2M | ||
| Q2 25 | $3.0B | $598.8M | ||
| Q1 25 | $3.1B | $598.4M | ||
| Q4 24 | $3.1B | $597.9M | ||
| Q3 24 | $3.2B | $597.5M | ||
| Q2 24 | $3.2B | $597.1M |
| Q1 26 | $2.0B | $3.6B | ||
| Q4 25 | $2.0B | $3.7B | ||
| Q3 25 | $2.1B | $3.6B | ||
| Q2 25 | $2.1B | $3.6B | ||
| Q1 25 | $2.1B | $3.5B | ||
| Q4 24 | $2.1B | $3.4B | ||
| Q3 24 | $2.1B | $3.3B | ||
| Q2 24 | $2.1B | $3.1B |
| Q1 26 | $5.9B | $4.8B | ||
| Q4 25 | $5.9B | $5.6B | ||
| Q3 25 | $5.7B | $5.5B | ||
| Q2 25 | $5.7B | $5.4B | ||
| Q1 25 | $5.8B | $5.2B | ||
| Q4 24 | $5.8B | $5.2B | ||
| Q3 24 | $5.8B | $5.0B | ||
| Q2 24 | $5.8B | $4.8B |
| Q1 26 | 1.63× | — | ||
| Q4 25 | 1.63× | 0.16× | ||
| Q3 25 | 1.46× | 0.17× | ||
| Q2 25 | 1.45× | 0.16× | ||
| Q1 25 | 1.49× | 0.17× | ||
| Q4 24 | 1.47× | 0.18× | ||
| Q3 24 | 1.49× | 0.18× | ||
| Q2 24 | 1.50× | 0.19× |
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 | $107.3M |
| フリーキャッシュフロー営業CF - 設備投資 | $186.9M | $2.0M |
| FCFマージンFCF / 売上 | 64.2% | 0.3% |
| 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× | 1.32× |
| 直近12ヶ月FCF直近4四半期 | — | $585.7M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $198.9M | $107.3M | ||
| Q4 25 | $255.5M | $243.9M | ||
| Q3 25 | $212.8M | $255.2M | ||
| Q2 25 | $265.2M | $98.3M | ||
| Q1 25 | $198.9M | $56.2M | ||
| Q4 24 | $232.7M | $224.8M | ||
| Q3 24 | $184.9M | $263.7M | ||
| Q2 24 | $215.8M | $64.3M |
| Q1 26 | $186.9M | $2.0M | ||
| Q4 25 | — | $239.6M | ||
| Q3 25 | — | $251.3M | ||
| Q2 25 | — | $92.8M | ||
| Q1 25 | — | $53.8M | ||
| Q4 24 | — | $221.0M | ||
| Q3 24 | $184.3M | $260.8M | ||
| Q2 24 | $147.2M | $57.7M |
| Q1 26 | 64.2% | 0.3% | ||
| Q4 25 | — | 41.7% | ||
| Q3 25 | — | 42.2% | ||
| Q2 25 | — | 15.6% | ||
| Q1 25 | — | 9.5% | ||
| Q4 24 | — | 40.8% | ||
| Q3 24 | 68.3% | 48.0% | ||
| Q2 24 | 54.6% | 10.7% |
| Q1 26 | 11.1% | — | ||
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | 0.0% | 0.7% | ||
| Q3 24 | 0.2% | 0.5% | ||
| Q2 24 | 25.4% | 1.2% |
| Q1 26 | 1.65× | 1.32× | ||
| Q4 25 | 4.92× | 3.72× | ||
| Q3 25 | 1.84× | 3.02× | ||
| Q2 25 | 2.13× | 1.16× | ||
| Q1 25 | 1.65× | 0.69× | ||
| Q4 24 | 2.09× | 3.45× | ||
| Q3 24 | 1.85× | 3.47× | ||
| Q2 24 | 2.51× | 0.95× |
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% |
TYL
| Subscriptions | $429.7M | 70% |
| Maintenance | $108.9M | 18% |
| Other | $74.9M | 12% |
