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AMC Networks Inc.（AMCX）とCSG SYSTEMS INTERNATIONAL INC（CSGS）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
AMC Networks Inc.の直近四半期売上が大きい（$594.8M vs $323.1M、CSG SYSTEMS INTERNATIONAL INCの約1.8倍）。CSG SYSTEMS INTERNATIONAL INCの純利益率が高く（2.2% vs -9.3%、差は11.5%）。CSG SYSTEMS INTERNATIONAL INCの前年同期比売上増加率が高い（2.0% vs -0.8%）。CSG SYSTEMS INTERNATIONAL INCの直近四半期フリーキャッシュフローが多い（$55.8M vs $40.4M）。過去8四半期でCSG SYSTEMS INTERNATIONAL INCの売上複合成長率が高い（4.6% vs -0.1%）
AMCネットワークスは本社をニューヨークに置くアメリカの独立系総合メディア・エンターテインメント企業です。同名のケーブルチャンネルをはじめ、BBCアメリカ、IFC、サンダンスTV、We TVなどを所有・運営するほか、映画館、独立系映画会社、アニメ版権事業者、AMC+やAcorn TVなどの定額制ストリーミングサービスも手がけています。
中国南玻集団股フン有限公司は中国最大級の建築用ガラスメーカーで、浮きガラス、建築用ガラス、ディスプレイ用ガラス、自動車用ガラス、コーティングガラス、鏡、カラーフィルターガラス、太陽光発電用ガラス、省エネガラスなど多種多様なガラス製品の製造・販売を手がけています。
AMCX vs CSGS — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $594.8M | $323.1M |
| 純利益 | $-55.5M | $7.0M |
| 粗利率 | 49.7% | 50.0% |
| 営業利益率 | -8.6% | 9.0% |
| 純利益率 | -9.3% | 2.2% |
| 売上前年比 | -0.8% | 2.0% |
| 純利益前年比 | 80.5% | -79.7% |
| EPS（希薄化後） | $-0.97 | $0.24 |
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
| Q4 25 | $594.8M | $323.1M | ||
| Q3 25 | $561.7M | $303.6M | ||
| Q2 25 | $600.0M | $297.1M | ||
| Q1 25 | $555.2M | $299.5M | ||
| Q4 24 | $599.3M | $316.7M | ||
| Q3 24 | $599.6M | $295.1M | ||
| Q2 24 | $625.9M | $290.3M | ||
| Q1 24 | $596.5M | $295.1M |
| Q4 25 | $-55.5M | $7.0M | ||
| Q3 25 | $76.5M | $20.5M | ||
| Q2 25 | $50.3M | $12.3M | ||
| Q1 25 | $18.0M | $16.1M | ||
| Q4 24 | $-284.5M | $34.5M | ||
| Q3 24 | $41.4M | $19.1M | ||
| Q2 24 | $-29.2M | $13.8M | ||
| Q1 24 | $45.8M | $19.5M |
| Q4 25 | 49.7% | 50.0% | ||
| Q3 25 | 48.2% | 48.1% | ||
| Q2 25 | 52.7% | 49.5% | ||
| Q1 25 | 51.8% | 48.4% | ||
| Q4 24 | 51.2% | 51.3% | ||
| Q3 24 | 52.0% | 49.4% | ||
| Q2 24 | 55.2% | 47.3% | ||
| Q1 24 | 54.5% | 46.5% |
| Q4 25 | -8.6% | 9.0% | ||
| Q3 25 | 9.9% | 10.0% | ||
| Q2 25 | 10.7% | 10.0% | ||
| Q1 25 | 11.6% | 9.8% | ||
| Q4 24 | -42.4% | 13.4% | ||
| Q3 24 | 15.6% | 10.8% | ||
| Q2 24 | 1.7% | 8.8% | ||
| Q1 24 | 18.5% | 10.8% |
| Q4 25 | -9.3% | 2.2% | ||
| Q3 25 | 13.6% | 6.7% | ||
| Q2 25 | 8.4% | 4.1% | ||
| Q1 25 | 3.3% | 5.4% | ||
| Q4 24 | -47.5% | 10.9% | ||
| Q3 24 | 6.9% | 6.5% | ||
| Q2 24 | -4.7% | 4.8% | ||
| Q1 24 | 7.7% | 6.6% |
| Q4 25 | $-0.97 | $0.24 | ||
| Q3 25 | $1.38 | $0.73 | ||
| Q2 25 | $0.91 | $0.44 | ||
| Q1 25 | $0.34 | $0.57 | ||
| Q4 24 | $-6.23 | $1.20 | ||
| Q3 24 | $0.76 | $0.67 | ||
| Q2 24 | $-0.66 | $0.48 | ||
| Q1 24 | $1.03 | $0.68 |
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 | $502.4M | $180.0M |
| 総負債低いほど良い | $1.8B | $539.5M |
| 株主資本純資産 | $981.9M | $283.7M |
| 総資産 | $3.9B | $1.5B |
| 負債/資本比率低いほどレバレッジが低い | 1.78× | 1.90× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $502.4M | $180.0M | ||
| Q3 25 | $716.8M | $158.4M | ||
| Q2 25 | $866.4M | $145.9M | ||
| Q1 25 | $870.2M | $136.0M | ||
| Q4 24 | $784.6M | $161.8M | ||
| Q3 24 | $816.4M | $118.4M | ||
| Q2 24 | $802.6M | $110.4M | ||
| Q1 24 | $690.5M | $120.8M |
| Q4 25 | $1.8B | $539.5M | ||
| Q3 25 | $1.9B | $538.6M | ||
| Q2 25 | $2.2B | $537.8M | ||
| Q1 25 | $2.3B | $537.6M | ||
| Q4 24 | $2.3B | $538.5M | ||
| Q3 24 | $2.3B | $539.5M | ||
| Q2 24 | $2.4B | $540.5M | ||
| Q1 24 | $2.3B | $541.5M |
| Q4 25 | $981.9M | $283.7M | ||
| Q3 25 | $1.1B | $289.5M | ||
| Q2 25 | $971.7M | $290.7M | ||
| Q1 25 | $888.8M | $283.1M | ||
| Q4 24 | $855.6M | $282.6M | ||
| Q3 24 | $1.1B | $288.4M | ||
| Q2 24 | $1.1B | $273.3M | ||
| Q1 24 | $1.1B | $269.3M |
| Q4 25 | $3.9B | $1.5B | ||
| Q3 25 | $4.2B | $1.5B | ||
| Q2 25 | $4.4B | $1.4B | ||
| Q1 25 | $4.3B | $1.4B | ||
| Q4 24 | $4.4B | $1.5B | ||
| Q3 24 | $4.8B | $1.4B | ||
| Q2 24 | $4.9B | $1.4B | ||
| Q1 24 | $4.9B | $1.3B |
| Q4 25 | 1.78× | 1.90× | ||
| Q3 25 | 1.82× | 1.86× | ||
| Q2 25 | 2.27× | 1.85× | ||
| Q1 25 | 2.62× | 1.90× | ||
| Q4 24 | 2.73× | 1.91× | ||
| Q3 24 | 2.10× | 1.87× | ||
| Q2 24 | 2.26× | 1.98× | ||
| Q1 24 | 2.17× | 2.01× |
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 | $49.2M | $59.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $40.4M | $55.8M |
| FCFマージンFCF / 売上 | 6.8% | 17.3% |
| 設備投資強度設備投資 / 売上 | 1.5% | 1.1% |
| キャッシュ転換率営業CF / 純利益 | — | 8.46× |
| 直近12ヶ月FCF直近4四半期 | $272.4M | $141.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $49.2M | $59.2M | ||
| Q3 25 | $44.8M | $47.9M | ||
| Q2 25 | $102.8M | $37.3M | ||
| Q1 25 | $108.8M | $11.5M | ||
| Q4 24 | $58.1M | $82.5M | ||
| Q3 24 | $62.2M | $39.5M | ||
| Q2 24 | $104.4M | $43.1M | ||
| Q1 24 | $150.9M | $-29.4M |
| Q4 25 | $40.4M | $55.8M | ||
| Q3 25 | $42.0M | $43.9M | ||
| Q2 25 | $95.7M | $34.6M | ||
| Q1 25 | $94.2M | $7.1M | ||
| Q4 24 | $37.6M | $76.6M | ||
| Q3 24 | $53.9M | $32.0M | ||
| Q2 24 | $95.2M | $38.8M | ||
| Q1 24 | $144.1M | $-34.1M |
| Q4 25 | 6.8% | 17.3% | ||
| Q3 25 | 7.5% | 14.5% | ||
| Q2 25 | 16.0% | 11.6% | ||
| Q1 25 | 17.0% | 2.4% | ||
| Q4 24 | 6.3% | 24.2% | ||
| Q3 24 | 9.0% | 10.8% | ||
| Q2 24 | 15.2% | 13.4% | ||
| Q1 24 | 24.2% | -11.6% |
| Q4 25 | 1.5% | 1.1% | ||
| Q3 25 | 0.5% | 1.3% | ||
| Q2 25 | 1.2% | 0.9% | ||
| Q1 25 | 2.6% | 1.5% | ||
| Q4 24 | 3.4% | 1.9% | ||
| Q3 24 | 1.4% | 2.5% | ||
| Q2 24 | 1.5% | 1.5% | ||
| Q1 24 | 1.1% | 1.6% |
| Q4 25 | — | 8.46× | ||
| Q3 25 | 0.59× | 2.34× | ||
| Q2 25 | 2.04× | 3.04× | ||
| Q1 25 | 6.03× | 0.71× | ||
| Q4 24 | — | 2.39× | ||
| Q3 24 | 1.50× | 2.07× | ||
| Q2 24 | — | 3.12× | ||
| Q1 24 | 3.29× | -1.51× |
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
AMCX
| Subscription And Circulation | $314.8M | 53% |
| Advertising | $124.9M | 21% |
| Other | $79.1M | 13% |
| License | $74.8M | 13% |
| Related Party | $1.2M | 0% |
CSGS
| Software As A Service And Related Solutions | $287.2M | 89% |
| License And Service | $22.6M | 7% |
| Maintenance | $13.3M | 4% |
