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Ametek（AME）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
Ametekの直近四半期売上が大きい（$2.0B vs $871.0M、IES Holdings, Inc.の約2.3倍）。Ametekの純利益率が高く（19.9% vs 10.5%、差は9.4%）。IES Holdings, Inc.の前年同期比売上増加率が高い（16.2% vs 13.4%）。Ametekの直近四半期フリーキャッシュフローが多い（$527.3M 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 7.3%）
AMETEK Inc.は米国発の多国籍コングロマリットで、電子計測器および電気機械装置の世界的な設計・製造企業です。本社を米国に置き、世界中に150以上の拠点を持ち、各業界の顧客に高品質な製品とソリューションを提供しています。
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。
AME vs IESC — 直接比較
売上が大きい
AME
2.3倍大きい
$871.0M
売上成長率が高い
IESC
+2.8%の差
13.4%
純利益率が高い
AME
純利益率が9.4%高い
10.5%
フリーキャッシュフローが多い
AME
FCF $546.1M多い
$-18.9M
2年売上CAGRが高い
IESC
2年複合成長率
7.3%
損益計算書 — Q4 2025 vs Q1 2026
| 指標 | | |
|---|---|---|
| 売上 | $2.0B | $871.0M |
| 純利益 | $398.6M | $91.8M |
| 粗利率 | 36.0% | 25.3% |
| 営業利益率 | 25.3% | 11.2% |
| 純利益率 | 19.9% | 10.5% |
| 売上前年比 | 13.4% | 16.2% |
| 純利益前年比 | 2.9% | 59.1% |
| EPS（希薄化後） | $1.73 | $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
売上AMEIESC
| Q4 25 | $2.0B | $871.0M | ||
| Q3 25 | $1.9B | $897.8M | ||
| Q2 25 | $1.8B | $890.2M | ||
| Q1 25 | $1.7B | $834.0M | ||
| Q4 24 | $1.8B | $749.5M | ||
| Q3 24 | $1.7B | $775.8M | ||
| Q2 24 | $1.7B | $768.4M | ||
| Q1 24 | $1.7B | $705.7M |
純利益AMEIESC
| Q4 25 | $398.6M | $91.8M | ||
| Q3 25 | $371.4M | $102.3M | ||
| Q2 25 | $358.4M | $79.3M | ||
| Q1 25 | $351.8M | $72.6M | ||
| Q4 24 | $387.3M | $57.7M | ||
| Q3 24 | $340.2M | $65.5M | ||
| Q2 24 | $337.7M | $66.6M | ||
| Q1 24 | $310.9M | $56.8M |
粗利率AMEIESC
| Q4 25 | 36.0% | 25.3% | ||
| Q3 25 | 36.3% | 26.0% | ||
| Q2 25 | 35.8% | 26.9% | ||
| Q1 25 | 36.1% | 25.0% | ||
| Q4 24 | 36.6% | 23.8% | ||
| Q3 24 | 36.0% | 24.0% | ||
| Q2 24 | 36.0% | 25.3% | ||
| Q1 24 | 34.1% | 24.3% |
営業利益率AMEIESC
| Q4 25 | 25.3% | 11.2% | ||
| Q3 25 | 25.8% | 11.6% | ||
| Q2 25 | 26.0% | 12.6% | ||
| Q1 25 | 26.3% | 11.1% | ||
| Q4 24 | 26.6% | 10.0% | ||
| Q3 24 | 26.1% | 9.7% | ||
| Q2 24 | 25.8% | 11.7% | ||
| Q1 24 | 24.0% | 11.0% |
純利益率AMEIESC
| Q4 25 | 19.9% | 10.5% | ||
| Q3 25 | 19.6% | 11.4% | ||
| Q2 25 | 20.2% | 8.9% | ||
| Q1 25 | 20.3% | 8.7% | ||
| Q4 24 | 22.0% | 7.7% | ||
| Q3 24 | 19.9% | 8.4% | ||
| Q2 24 | 19.5% | 8.7% | ||
| Q1 24 | 17.9% | 8.0% |
EPS（希薄化後）AMEIESC
| Q4 25 | $1.73 | $4.51 | ||
| Q3 25 | $1.60 | $4.99 | ||
| Q2 25 | $1.55 | $3.81 | ||
| Q1 25 | $1.52 | $3.50 | ||
| Q4 24 | $1.67 | $2.72 | ||
| Q3 24 | $1.47 | $3.06 | ||
| Q2 24 | $1.45 | $2.67 | ||
| Q1 24 | $1.34 | $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 | $458.0M | $258.7M |
| 総負債低いほど良い | $2.3B | — |
| 株主資本純資産 | $10.6B | $961.1M |
| 総資産 | $16.1B | $1.7B |
| 負債/資本比率低いほどレバレッジが低い | 0.21× | — |
8四半期トレンド — 暦四半期で整列
現金・短期投資AMEIESC
| Q4 25 | $458.0M | $258.7M | ||
| Q3 25 | $439.2M | $231.8M | ||
| Q2 25 | $619.7M | $168.3M | ||
| Q1 25 | $399.0M | $88.3M | ||
| Q4 24 | $374.0M | $112.0M | ||
| Q3 24 | $396.3M | $135.8M | ||
| Q2 24 | $396.6M | $44.9M | ||
| Q1 24 | $373.8M | $106.0M |
総負債AMEIESC
| Q4 25 | $2.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
株主資本AMEIESC
| Q4 25 | $10.6B | $961.1M | ||
| Q3 25 | $10.5B | $884.0M | ||
| Q2 25 | $10.4B | $781.4M | ||
| Q1 25 | $10.0B | $705.8M | ||
| Q4 24 | $9.7B | $652.4M | ||
| Q3 24 | $9.6B | $611.1M | ||
| Q2 24 | $9.3B | $567.5M | ||
| Q1 24 | $9.0B | $534.8M |
総資産AMEIESC
| Q4 25 | $16.1B | $1.7B | ||
| Q3 25 | $16.2B | $1.6B | ||
| Q2 25 | $15.3B | $1.5B | ||
| Q1 25 | $14.9B | $1.4B | ||
| Q4 24 | $14.6B | $1.3B | ||
| Q3 24 | $14.8B | $1.2B | ||
| Q2 24 | $14.8B | $1.2B | ||
| Q1 24 | $14.9B | $1.1B |
負債/資本比率AMEIESC
| Q4 25 | 0.21× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.22× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $584.3M | $27.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $527.3M | $-18.9M |
| FCFマージンFCF / 売上 | 26.4% | -2.2% |
| 設備投資強度設備投資 / 売上 | 2.9% | 5.3% |
| キャッシュ転換率営業CF / 純利益 | 1.47× | 0.30× |
| 直近12ヶ月FCF直近4四半期 | $1.7B | $175.9M |
8四半期トレンド — 暦四半期で整列
営業キャッシュフローAMEIESC
| Q4 25 | $584.3M | $27.7M | ||
| Q3 25 | $440.9M | $132.0M | ||
| Q2 25 | $359.1M | $92.0M | ||
| Q1 25 | $417.5M | $24.8M | ||
| Q4 24 | $550.0M | $37.3M | ||
| Q3 24 | $487.2M | $92.8M | ||
| Q2 24 | $381.4M | $82.9M | ||
| Q1 24 | $410.2M | $33.7M |
フリーキャッシュフローAMEIESC
| Q4 25 | $527.3M | $-18.9M | ||
| Q3 25 | $420.0M | $112.0M | ||
| Q2 25 | $329.8M | $74.8M | ||
| Q1 25 | $394.5M | $7.9M | ||
| Q4 24 | $498.3M | $24.1M | ||
| Q3 24 | $460.9M | $78.5M | ||
| Q2 24 | $360.0M | $65.4M | ||
| Q1 24 | $382.6M | $26.9M |
FCFマージンAMEIESC
| Q4 25 | 26.4% | -2.2% | ||
| Q3 25 | 22.2% | 12.5% | ||
| Q2 25 | 18.5% | 8.4% | ||
| Q1 25 | 22.8% | 0.9% | ||
| Q4 24 | 28.3% | 3.2% | ||
| Q3 24 | 27.0% | 10.1% | ||
| Q2 24 | 20.8% | 8.5% | ||
| Q1 24 | 22.0% | 3.8% |
設備投資強度AMEIESC
| Q4 25 | 2.9% | 5.3% | ||
| Q3 25 | 1.1% | 2.2% | ||
| Q2 25 | 1.6% | 1.9% | ||
| Q1 25 | 1.3% | 2.0% | ||
| Q4 24 | 2.9% | 1.8% | ||
| Q3 24 | 1.5% | 1.8% | ||
| Q2 24 | 1.2% | 2.3% | ||
| Q1 24 | 1.6% | 1.0% |
キャッシュ転換率AMEIESC
| Q4 25 | 1.47× | 0.30× | ||
| Q3 25 | 1.19× | 1.29× | ||
| Q2 25 | 1.00× | 1.16× | ||
| Q1 25 | 1.19× | 0.34× | ||
| Q4 24 | 1.42× | 0.65× | ||
| Q3 24 | 1.43× | 1.42× | ||
| Q2 24 | 1.13× | 1.24× | ||
| Q1 24 | 1.32× | 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
AME
| Transferred At Point In Time | $1.1B | 54% |
| Electronic Instruments Group | $620.1M | 31% |
| Transferred Over Time | $294.6M | 15% |
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% |
