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Antero Midstream Corp（AM）とWillScot Holdings Corp（WSC）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
WillScot Holdings Corpの直近四半期売上が大きい（$566.0M vs $291.1M、Antero Midstream Corpの約1.9倍）。Antero Midstream Corpの純利益率が高く（41.5% vs -33.1%、差は74.6%）。WillScot Holdings Corpの前年同期比売上増加率が高い（-6.1% 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 $149.7M）。過去8四半期でAntero Midstream Corpの売上複合成長率が高い（3.9% vs -1.8%）
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。
WillScotホールディングス・コーポレーションは北米で有数のモジュール式スペースおよびポータブルストレージサービスプロバイダーで、建設、商業開発、教育、医療、政府プロジェクト、イベントなど多岐にわたる分野の顧客に、柔軟で拡張性の高い仮設・半永久的スペースソリューションを提供しています。
AM vs WSC — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $291.1M | $566.0M |
| 純利益 | $120.7M | $-187.3M |
| 粗利率 | — | 50.4% |
| 営業利益率 | 60.9% | -32.5% |
| 純利益率 | 41.5% | -33.1% |
| 売上前年比 | -7.3% | -6.1% |
| 純利益前年比 | 2.1% | -310.0% |
| EPS（希薄化後） | $0.25 | $-1.02 |
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 | $566.0M | ||
| Q3 25 | $294.8M | $566.8M | ||
| Q2 25 | $305.5M | $589.1M | ||
| Q1 25 | $291.1M | $559.6M | ||
| Q4 24 | $287.5M | $602.5M | ||
| Q3 24 | $269.9M | $601.4M | ||
| Q2 24 | $269.8M | $604.6M |
| Q1 26 | $120.7M | — | ||
| Q4 25 | $51.9M | $-187.3M | ||
| Q3 25 | $116.0M | $43.3M | ||
| Q2 25 | $124.5M | $47.9M | ||
| Q1 25 | $120.7M | $43.1M | ||
| Q4 24 | $111.2M | $89.2M | ||
| Q3 24 | $99.7M | $-70.5M | ||
| Q2 24 | $86.0M | $-46.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 50.4% | ||
| Q3 25 | — | 49.7% | ||
| Q2 25 | — | 50.3% | ||
| Q1 25 | — | 53.7% | ||
| Q4 24 | — | 55.8% | ||
| Q3 24 | — | 53.5% | ||
| Q2 24 | — | 54.1% |
| Q1 26 | 60.9% | — | ||
| Q4 25 | 33.8% | -32.5% | ||
| Q3 25 | 61.2% | 21.0% | ||
| Q2 25 | 61.0% | 21.5% | ||
| Q1 25 | 60.9% | 21.3% | ||
| Q4 24 | 61.8% | 28.9% | ||
| Q3 24 | 60.2% | -5.9% | ||
| Q2 24 | 56.6% | -0.9% |
| Q1 26 | 41.5% | — | ||
| Q4 25 | 17.5% | -33.1% | ||
| Q3 25 | 39.3% | 7.6% | ||
| Q2 25 | 40.8% | 8.1% | ||
| Q1 25 | 41.5% | 7.7% | ||
| Q4 24 | 38.7% | 14.8% | ||
| Q3 24 | 37.0% | -11.7% | ||
| Q2 24 | 31.9% | -7.7% |
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.11 | $-1.02 | ||
| Q3 25 | $0.24 | $0.24 | ||
| Q2 25 | $0.26 | $0.26 | ||
| Q1 25 | $0.25 | $0.23 | ||
| Q4 24 | $0.23 | $0.48 | ||
| Q3 24 | $0.21 | $-0.37 | ||
| Q2 24 | $0.18 | $-0.25 |
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 | $14.6M |
| 総負債低いほど良い | $3.2B | $3.6B |
| 株主資本純資産 | $2.0B | $856.3M |
| 総資産 | $5.9B | $5.8B |
| 負債/資本比率低いほどレバレッジが低い | 1.63× | 4.15× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $180.4M | — | ||
| Q4 25 | $180.4M | $14.6M | ||
| Q3 25 | — | $14.8M | ||
| Q2 25 | — | $12.8M | ||
| Q1 25 | — | $10.7M | ||
| Q4 24 | — | $9.0M | ||
| Q3 24 | — | $11.0M | ||
| Q2 24 | — | $5.9M |
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $3.6B | ||
| Q3 25 | $3.0B | $3.6B | ||
| Q2 25 | $3.0B | $3.7B | ||
| Q1 25 | $3.1B | $3.6B | ||
| Q4 24 | $3.1B | $3.7B | ||
| Q3 24 | $3.2B | $3.6B | ||
| Q2 24 | $3.2B | $3.5B |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $856.3M | ||
| Q3 25 | $2.1B | $1.1B | ||
| Q2 25 | $2.1B | $1.0B | ||
| Q1 25 | $2.1B | $1.0B | ||
| Q4 24 | $2.1B | $1.0B | ||
| Q3 24 | $2.1B | $1.1B | ||
| Q2 24 | $2.1B | $1.2B |
| Q1 26 | $5.9B | — | ||
| Q4 25 | $5.9B | $5.8B | ||
| Q3 25 | $5.7B | $6.1B | ||
| Q2 25 | $5.7B | $6.1B | ||
| Q1 25 | $5.8B | $6.0B | ||
| Q4 24 | $5.8B | $6.0B | ||
| Q3 24 | $5.8B | $6.0B | ||
| Q2 24 | $5.8B | $6.0B |
| Q1 26 | 1.63× | — | ||
| Q4 25 | 1.63× | 4.15× | ||
| Q3 25 | 1.46× | 3.39× | ||
| Q2 25 | 1.45× | 3.55× | ||
| Q1 25 | 1.49× | 3.56× | ||
| Q4 24 | 1.47× | 3.62× | ||
| Q3 24 | 1.49× | 3.42× | ||
| Q2 24 | 1.50× | 2.88× |
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 | $158.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $186.9M | $149.7M |
| FCFマージンFCF / 売上 | 64.2% | 26.5% |
| 設備投資強度設備投資 / 売上 | 11.1% | 1.6% |
| キャッシュ転換率営業CF / 純利益 | 1.65× | — |
| 直近12ヶ月FCF直近4四半期 | — | $737.7M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $198.9M | — | ||
| Q4 25 | $255.5M | $158.9M | ||
| Q3 25 | $212.8M | $191.2M | ||
| Q2 25 | $265.2M | $205.3M | ||
| Q1 25 | $198.9M | $206.6M | ||
| Q4 24 | $232.7M | $178.9M | ||
| Q3 24 | $184.9M | $-1.6M | ||
| Q2 24 | $215.8M | $175.6M |
| Q1 26 | $186.9M | — | ||
| Q4 25 | — | $149.7M | ||
| Q3 25 | — | $186.9M | ||
| Q2 25 | — | $199.0M | ||
| Q1 25 | — | $202.0M | ||
| Q4 24 | — | $176.6M | ||
| Q3 24 | $184.3M | $-4.9M | ||
| Q2 24 | $147.2M | $169.4M |
| Q1 26 | 64.2% | — | ||
| Q4 25 | — | 26.5% | ||
| Q3 25 | — | 33.0% | ||
| Q2 25 | — | 33.8% | ||
| Q1 25 | — | 36.1% | ||
| Q4 24 | — | 29.3% | ||
| Q3 24 | 68.3% | -0.8% | ||
| Q2 24 | 54.6% | 28.0% |
| Q1 26 | 11.1% | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | 0.0% | 0.4% | ||
| Q3 24 | 0.2% | 0.6% | ||
| Q2 24 | 25.4% | 1.0% |
| Q1 26 | 1.65× | — | ||
| Q4 25 | 4.92× | — | ||
| Q3 25 | 1.84× | 4.41× | ||
| Q2 25 | 2.13× | 4.28× | ||
| Q1 25 | 1.65× | 4.80× | ||
| Q4 24 | 2.09× | 2.01× | ||
| 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% |
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
