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AMC Networks Inc.（AMCX）とIES Holdings, Inc.（IESC）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
IES Holdings, Inc.の直近四半期売上が大きい（$871.0M vs $594.8M、AMC Networks Inc.の約1.5倍）。IES Holdings, Inc.の純利益率が高く（10.5% vs -9.3%、差は19.9%）。IES Holdings, Inc.の前年同期比売上増加率が高い（16.2% vs -0.8%）。AMC Networks Inc.の直近四半期フリーキャッシュフローが多い（$40.4M vs $-18.9M）。過去8四半期でIES Holdings, Inc.の売上複合成長率が高い（11.1% 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。
IES Holdings, Inc.は旧社名Integrated Electrical Services, Inc.で、統合電気・技術システムの設計・設置を手がけるほか、データセンター、住宅、商業施設・工業施設など多様な末端市場向けにインフラ関連製品・サービスを提供している。
AMCX vs IESC — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $594.8M | $871.0M |
| 純利益 | $-55.5M | $91.8M |
| 粗利率 | 49.7% | 25.3% |
| 営業利益率 | -8.6% | 11.2% |
| 純利益率 | -9.3% | 10.5% |
| 売上前年比 | -0.8% | 16.2% |
| 純利益前年比 | 80.5% | 59.1% |
| EPS（希薄化後） | $-0.97 | $4.51 |
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 | $871.0M | ||
| Q3 25 | $561.7M | $897.8M | ||
| Q2 25 | $600.0M | $890.2M | ||
| Q1 25 | $555.2M | $834.0M | ||
| Q4 24 | $599.3M | $749.5M | ||
| Q3 24 | $599.6M | $775.8M | ||
| Q2 24 | $625.9M | $768.4M | ||
| Q1 24 | $596.5M | $705.7M |
| Q4 25 | $-55.5M | $91.8M | ||
| Q3 25 | $76.5M | $102.3M | ||
| Q2 25 | $50.3M | $79.3M | ||
| Q1 25 | $18.0M | $72.6M | ||
| Q4 24 | $-284.5M | $57.7M | ||
| Q3 24 | $41.4M | $65.5M | ||
| Q2 24 | $-29.2M | $66.6M | ||
| Q1 24 | $45.8M | $56.8M |
| Q4 25 | 49.7% | 25.3% | ||
| Q3 25 | 48.2% | 26.0% | ||
| Q2 25 | 52.7% | 26.9% | ||
| Q1 25 | 51.8% | 25.0% | ||
| Q4 24 | 51.2% | 23.8% | ||
| Q3 24 | 52.0% | 24.0% | ||
| Q2 24 | 55.2% | 25.3% | ||
| Q1 24 | 54.5% | 24.3% |
| Q4 25 | -8.6% | 11.2% | ||
| Q3 25 | 9.9% | 11.6% | ||
| Q2 25 | 10.7% | 12.6% | ||
| Q1 25 | 11.6% | 11.1% | ||
| Q4 24 | -42.4% | 10.0% | ||
| Q3 24 | 15.6% | 9.7% | ||
| Q2 24 | 1.7% | 11.7% | ||
| Q1 24 | 18.5% | 11.0% |
| Q4 25 | -9.3% | 10.5% | ||
| Q3 25 | 13.6% | 11.4% | ||
| Q2 25 | 8.4% | 8.9% | ||
| Q1 25 | 3.3% | 8.7% | ||
| Q4 24 | -47.5% | 7.7% | ||
| Q3 24 | 6.9% | 8.4% | ||
| Q2 24 | -4.7% | 8.7% | ||
| Q1 24 | 7.7% | 8.0% |
| Q4 25 | $-0.97 | $4.51 | ||
| Q3 25 | $1.38 | $4.99 | ||
| Q2 25 | $0.91 | $3.81 | ||
| Q1 25 | $0.34 | $3.50 | ||
| Q4 24 | $-6.23 | $2.72 | ||
| Q3 24 | $0.76 | $3.06 | ||
| Q2 24 | $-0.66 | $2.67 | ||
| Q1 24 | $1.03 | $2.29 |
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 | $258.7M |
| 総負債低いほど良い | $1.8B | — |
| 株主資本純資産 | $981.9M | $961.1M |
| 総資産 | $3.9B | $1.7B |
| 負債/資本比率低いほどレバレッジが低い | 1.78× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $502.4M | $258.7M | ||
| Q3 25 | $716.8M | $231.8M | ||
| Q2 25 | $866.4M | $168.3M | ||
| Q1 25 | $870.2M | $88.3M | ||
| Q4 24 | $784.6M | $112.0M | ||
| Q3 24 | $816.4M | $135.8M | ||
| Q2 24 | $802.6M | $44.9M | ||
| Q1 24 | $690.5M | $106.0M |
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.3B | — | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.3B | — |
| Q4 25 | $981.9M | $961.1M | ||
| Q3 25 | $1.1B | $884.0M | ||
| Q2 25 | $971.7M | $781.4M | ||
| Q1 25 | $888.8M | $705.8M | ||
| Q4 24 | $855.6M | $652.4M | ||
| Q3 24 | $1.1B | $611.1M | ||
| Q2 24 | $1.1B | $567.5M | ||
| Q1 24 | $1.1B | $534.8M |
| Q4 25 | $3.9B | $1.7B | ||
| Q3 25 | $4.2B | $1.6B | ||
| Q2 25 | $4.4B | $1.5B | ||
| Q1 25 | $4.3B | $1.4B | ||
| Q4 24 | $4.4B | $1.3B | ||
| Q3 24 | $4.8B | $1.2B | ||
| Q2 24 | $4.9B | $1.2B | ||
| Q1 24 | $4.9B | $1.1B |
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.82× | — | ||
| Q2 25 | 2.27× | — | ||
| Q1 25 | 2.62× | — | ||
| Q4 24 | 2.73× | — | ||
| Q3 24 | 2.10× | — | ||
| Q2 24 | 2.26× | — | ||
| Q1 24 | 2.17× | — |
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 | $27.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $40.4M | $-18.9M |
| FCFマージンFCF / 売上 | 6.8% | -2.2% |
| 設備投資強度設備投資 / 売上 | 1.5% | 5.3% |
| キャッシュ転換率営業CF / 純利益 | — | 0.30× |
| 直近12ヶ月FCF直近4四半期 | $272.4M | $175.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $49.2M | $27.7M | ||
| Q3 25 | $44.8M | $132.0M | ||
| Q2 25 | $102.8M | $92.0M | ||
| Q1 25 | $108.8M | $24.8M | ||
| Q4 24 | $58.1M | $37.3M | ||
| Q3 24 | $62.2M | $92.8M | ||
| Q2 24 | $104.4M | $82.9M | ||
| Q1 24 | $150.9M | $33.7M |
| Q4 25 | $40.4M | $-18.9M | ||
| Q3 25 | $42.0M | $112.0M | ||
| Q2 25 | $95.7M | $74.8M | ||
| Q1 25 | $94.2M | $7.9M | ||
| Q4 24 | $37.6M | $24.1M | ||
| Q3 24 | $53.9M | $78.5M | ||
| Q2 24 | $95.2M | $65.4M | ||
| Q1 24 | $144.1M | $26.9M |
| Q4 25 | 6.8% | -2.2% | ||
| Q3 25 | 7.5% | 12.5% | ||
| Q2 25 | 16.0% | 8.4% | ||
| Q1 25 | 17.0% | 0.9% | ||
| Q4 24 | 6.3% | 3.2% | ||
| Q3 24 | 9.0% | 10.1% | ||
| Q2 24 | 15.2% | 8.5% | ||
| Q1 24 | 24.2% | 3.8% |
| Q4 25 | 1.5% | 5.3% | ||
| Q3 25 | 0.5% | 2.2% | ||
| Q2 25 | 1.2% | 1.9% | ||
| Q1 25 | 2.6% | 2.0% | ||
| Q4 24 | 3.4% | 1.8% | ||
| Q3 24 | 1.4% | 1.8% | ||
| Q2 24 | 1.5% | 2.3% | ||
| Q1 24 | 1.1% | 1.0% |
| Q4 25 | — | 0.30× | ||
| Q3 25 | 0.59× | 1.29× | ||
| Q2 25 | 2.04× | 1.16× | ||
| Q1 25 | 6.03× | 0.34× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | 1.50× | 1.42× | ||
| Q2 24 | — | 1.24× | ||
| Q1 24 | 3.29× | 0.59× |
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% |
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
