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AMC Networks Inc.（AMCX）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
AMC Networks Inc.の直近四半期売上が大きい（$594.8M vs $566.0M、WillScot Holdings Corpの約1.1倍）。AMC Networks Inc.の純利益率が高く（-9.3% vs -33.1%、差は23.8%）。AMC Networks Inc.の前年同期比売上増加率が高い（-0.8% vs -6.1%）。WillScot Holdings Corpの直近四半期フリーキャッシュフローが多い（$149.7M vs $40.4M）。過去8四半期でAMC Networks Inc.の売上複合成長率が高い（-0.1% vs -1.8%）
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。
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。
AMCX vs WSC — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $594.8M | $566.0M |
| 純利益 | $-55.5M | $-187.3M |
| 粗利率 | 49.7% | 50.4% |
| 営業利益率 | -8.6% | -32.5% |
| 純利益率 | -9.3% | -33.1% |
| 売上前年比 | -0.8% | -6.1% |
| 純利益前年比 | 80.5% | -310.0% |
| EPS（希薄化後） | $-0.97 | $-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
| Q4 25 | $594.8M | $566.0M | ||
| Q3 25 | $561.7M | $566.8M | ||
| Q2 25 | $600.0M | $589.1M | ||
| Q1 25 | $555.2M | $559.6M | ||
| Q4 24 | $599.3M | $602.5M | ||
| Q3 24 | $599.6M | $601.4M | ||
| Q2 24 | $625.9M | $604.6M | ||
| Q1 24 | $596.5M | $587.2M |
| Q4 25 | $-55.5M | $-187.3M | ||
| Q3 25 | $76.5M | $43.3M | ||
| Q2 25 | $50.3M | $47.9M | ||
| Q1 25 | $18.0M | $43.1M | ||
| Q4 24 | $-284.5M | $89.2M | ||
| Q3 24 | $41.4M | $-70.5M | ||
| Q2 24 | $-29.2M | $-46.9M | ||
| Q1 24 | $45.8M | $56.2M |
| Q4 25 | 49.7% | 50.4% | ||
| Q3 25 | 48.2% | 49.7% | ||
| Q2 25 | 52.7% | 50.3% | ||
| Q1 25 | 51.8% | 53.7% | ||
| Q4 24 | 51.2% | 55.8% | ||
| Q3 24 | 52.0% | 53.5% | ||
| Q2 24 | 55.2% | 54.1% | ||
| Q1 24 | 54.5% | 54.0% |
| Q4 25 | -8.6% | -32.5% | ||
| Q3 25 | 9.9% | 21.0% | ||
| Q2 25 | 10.7% | 21.5% | ||
| Q1 25 | 11.6% | 21.3% | ||
| Q4 24 | -42.4% | 28.9% | ||
| Q3 24 | 15.6% | -5.9% | ||
| Q2 24 | 1.7% | -0.9% | ||
| Q1 24 | 18.5% | 22.1% |
| Q4 25 | -9.3% | -33.1% | ||
| Q3 25 | 13.6% | 7.6% | ||
| Q2 25 | 8.4% | 8.1% | ||
| Q1 25 | 3.3% | 7.7% | ||
| Q4 24 | -47.5% | 14.8% | ||
| Q3 24 | 6.9% | -11.7% | ||
| Q2 24 | -4.7% | -7.7% | ||
| Q1 24 | 7.7% | 9.6% |
| Q4 25 | $-0.97 | $-1.02 | ||
| Q3 25 | $1.38 | $0.24 | ||
| Q2 25 | $0.91 | $0.26 | ||
| Q1 25 | $0.34 | $0.23 | ||
| Q4 24 | $-6.23 | $0.48 | ||
| Q3 24 | $0.76 | $-0.37 | ||
| Q2 24 | $-0.66 | $-0.25 | ||
| Q1 24 | $1.03 | $0.29 |
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 | $14.6M |
| 総負債低いほど良い | $1.8B | $3.6B |
| 株主資本純資産 | $981.9M | $856.3M |
| 総資産 | $3.9B | $5.8B |
| 負債/資本比率低いほどレバレッジが低い | 1.78× | 4.15× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $502.4M | $14.6M | ||
| Q3 25 | $716.8M | $14.8M | ||
| Q2 25 | $866.4M | $12.8M | ||
| Q1 25 | $870.2M | $10.7M | ||
| Q4 24 | $784.6M | $9.0M | ||
| Q3 24 | $816.4M | $11.0M | ||
| Q2 24 | $802.6M | $5.9M | ||
| Q1 24 | $690.5M | $13.1M |
| Q4 25 | $1.8B | $3.6B | ||
| Q3 25 | $1.9B | $3.6B | ||
| Q2 25 | $2.2B | $3.7B | ||
| Q1 25 | $2.3B | $3.6B | ||
| Q4 24 | $2.3B | $3.7B | ||
| Q3 24 | $2.3B | $3.6B | ||
| Q2 24 | $2.4B | $3.5B | ||
| Q1 24 | $2.3B | $3.5B |
| Q4 25 | $981.9M | $856.3M | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $971.7M | $1.0B | ||
| Q1 25 | $888.8M | $1.0B | ||
| Q4 24 | $855.6M | $1.0B | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.1B | $1.2B | ||
| Q1 24 | $1.1B | $1.3B |
| Q4 25 | $3.9B | $5.8B | ||
| Q3 25 | $4.2B | $6.1B | ||
| Q2 25 | $4.4B | $6.1B | ||
| Q1 25 | $4.3B | $6.0B | ||
| Q4 24 | $4.4B | $6.0B | ||
| Q3 24 | $4.8B | $6.0B | ||
| Q2 24 | $4.9B | $6.0B | ||
| Q1 24 | $4.9B | $6.2B |
| Q4 25 | 1.78× | 4.15× | ||
| Q3 25 | 1.82× | 3.39× | ||
| Q2 25 | 2.27× | 3.55× | ||
| Q1 25 | 2.62× | 3.56× | ||
| Q4 24 | 2.73× | 3.62× | ||
| Q3 24 | 2.10× | 3.42× | ||
| Q2 24 | 2.26× | 2.88× | ||
| Q1 24 | 2.17× | 2.63× |
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 | $158.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $40.4M | $149.7M |
| FCFマージンFCF / 売上 | 6.8% | 26.5% |
| 設備投資強度設備投資 / 売上 | 1.5% | 1.6% |
| キャッシュ転換率営業CF / 純利益 | — | — |
| 直近12ヶ月FCF直近4四半期 | $272.4M | $737.7M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $49.2M | $158.9M | ||
| Q3 25 | $44.8M | $191.2M | ||
| Q2 25 | $102.8M | $205.3M | ||
| Q1 25 | $108.8M | $206.6M | ||
| Q4 24 | $58.1M | $178.9M | ||
| Q3 24 | $62.2M | $-1.6M | ||
| Q2 24 | $104.4M | $175.6M | ||
| Q1 24 | $150.9M | $208.7M |
| Q4 25 | $40.4M | $149.7M | ||
| Q3 25 | $42.0M | $186.9M | ||
| Q2 25 | $95.7M | $199.0M | ||
| Q1 25 | $94.2M | $202.0M | ||
| Q4 24 | $37.6M | $176.6M | ||
| Q3 24 | $53.9M | $-4.9M | ||
| Q2 24 | $95.2M | $169.4M | ||
| Q1 24 | $144.1M | $202.1M |
| Q4 25 | 6.8% | 26.5% | ||
| Q3 25 | 7.5% | 33.0% | ||
| Q2 25 | 16.0% | 33.8% | ||
| Q1 25 | 17.0% | 36.1% | ||
| Q4 24 | 6.3% | 29.3% | ||
| Q3 24 | 9.0% | -0.8% | ||
| Q2 24 | 15.2% | 28.0% | ||
| Q1 24 | 24.2% | 34.4% |
| Q4 25 | 1.5% | 1.6% | ||
| Q3 25 | 0.5% | 0.7% | ||
| Q2 25 | 1.2% | 1.1% | ||
| Q1 25 | 2.6% | 0.8% | ||
| Q4 24 | 3.4% | 0.4% | ||
| Q3 24 | 1.4% | 0.6% | ||
| Q2 24 | 1.5% | 1.0% | ||
| Q1 24 | 1.1% | 1.1% |
| Q4 25 | — | — | ||
| Q3 25 | 0.59× | 4.41× | ||
| Q2 25 | 2.04× | 4.28× | ||
| Q1 25 | 6.03× | 4.80× | ||
| Q4 24 | — | 2.01× | ||
| Q3 24 | 1.50× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 3.29× | 3.71× |
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% |
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% |
