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AFFILIATED MANAGERS GROUP, INC.（AMG）とエサブ（ESAB）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
エサブの直近四半期売上が大きい（$745.6M vs $556.6M、AFFILIATED MANAGERS GROUP, INC.の約1.3倍）。AFFILIATED MANAGERS GROUP, INC.の純利益率が高く（62.4% vs 6.6%、差は55.8%）。エサブの前年同期比売上増加率が高い（9.9% vs 6.2%）。過去8四半期でAFFILIATED MANAGERS GROUP, INC.の売上複合成長率が高い（5.5% vs 4.0%）
Affiliated Managers Group（略称AMG）は1993年に創業した米国の金融サービス会社で、本社はフロリダ州ウェストパームビーチに所在している。同社株はニューヨーク証券取引所に上場し、ティッカーコードはAMGで、S&P400米国中堅企業指数の構成銘柄の一つでもある。
ESAB（正式名称はElektriska Svetsnings-Aktiebolaget）は米国とスウェーデンに拠点を置く産業企業で、溶接・切断装置や消耗品の開発・販売を主力事業とし、世界中のさまざまな業界の顧客に高品質なソリューションを提供している業界の有力企業です。
AMG vs ESAB — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $556.6M | $745.6M |
| 純利益 | $347.5M | $49.2M |
| 粗利率 | — | 36.9% |
| 営業利益率 | 94.4% | 12.1% |
| 純利益率 | 62.4% | 6.6% |
| 売上前年比 | 6.2% | 9.9% |
| 純利益前年比 | 114.2% | -29.3% |
| EPS（希薄化後） | $10.87 | $0.78 |
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 | — | $745.6M | ||
| Q4 25 | $556.6M | $727.8M | ||
| Q3 25 | $528.0M | $715.6M | ||
| Q2 25 | $493.2M | $678.1M | ||
| Q1 25 | $496.6M | — | ||
| Q4 24 | $524.3M | $670.8M | ||
| Q3 24 | $516.4M | $673.3M | ||
| Q2 24 | $500.3M | $707.1M |
| Q1 26 | — | $49.2M | ||
| Q4 25 | $347.5M | $54.8M | ||
| Q3 25 | $212.4M | $66.9M | ||
| Q2 25 | $84.3M | $67.4M | ||
| Q1 25 | $72.4M | — | ||
| Q4 24 | $162.2M | $53.7M | ||
| Q3 24 | $123.6M | $68.2M | ||
| Q2 24 | $76.0M | $82.9M |
| Q1 26 | — | 36.9% | ||
| Q4 25 | — | 37.0% | ||
| Q3 25 | — | 37.2% | ||
| Q2 25 | — | 37.6% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 38.5% | ||
| Q3 24 | — | 37.7% | ||
| Q2 24 | — | 38.2% |
| Q1 26 | — | 12.1% | ||
| Q4 25 | 94.4% | 14.6% | ||
| Q3 25 | 68.7% | 15.2% | ||
| Q2 25 | 34.8% | 16.2% | ||
| Q1 25 | 25.5% | — | ||
| Q4 24 | 52.2% | 16.6% | ||
| Q3 24 | 42.0% | 15.7% | ||
| Q2 24 | 35.6% | 16.9% |
| Q1 26 | — | 6.6% | ||
| Q4 25 | 62.4% | 7.5% | ||
| Q3 25 | 40.2% | 9.3% | ||
| Q2 25 | 17.1% | 9.9% | ||
| Q1 25 | 14.6% | — | ||
| Q4 24 | 30.9% | 8.0% | ||
| Q3 24 | 23.9% | 10.1% | ||
| Q2 24 | 15.2% | 11.7% |
| Q1 26 | — | $0.78 | ||
| Q4 25 | $10.87 | $0.90 | ||
| Q3 25 | $6.87 | $1.09 | ||
| Q2 25 | $2.80 | $1.10 | ||
| Q1 25 | $2.20 | — | ||
| Q4 24 | $4.95 | $0.87 | ||
| Q3 24 | $3.78 | $1.11 | ||
| Q2 24 | $2.26 | $1.35 |
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 | $586.0M | $1.0B |
| 総負債低いほど良い | $2.7B | $2.0B |
| 株主資本純資産 | $3.2B | $2.2B |
| 総資産 | $9.2B | $5.6B |
| 負債/資本比率低いほどレバレッジが低い | 0.83× | 0.91× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $1.0B | ||
| Q4 25 | $586.0M | $218.2M | ||
| Q3 25 | $476.1M | $258.2M | ||
| Q2 25 | $361.0M | $291.3M | ||
| Q1 25 | $816.5M | — | ||
| Q4 24 | $950.0M | $249.4M | ||
| Q3 24 | $1.0B | $253.7M | ||
| Q2 24 | $865.5M | $228.5M |
| Q1 26 | — | $2.0B | ||
| Q4 25 | $2.7B | $1.3B | ||
| Q3 25 | $2.4B | $1.1B | ||
| Q2 25 | $2.6B | $1.1B | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | $1.1B | ||
| Q3 24 | $2.6B | $1.1B | ||
| Q2 24 | $2.5B | $1.1B |
| Q1 26 | — | $2.2B | ||
| Q4 25 | $3.2B | $2.1B | ||
| Q3 25 | $3.3B | $2.1B | ||
| Q2 25 | $3.2B | $1.9B | ||
| Q1 25 | $3.2B | — | ||
| Q4 24 | $3.3B | $1.8B | ||
| Q3 24 | $3.3B | $1.8B | ||
| Q2 24 | $3.3B | $1.7B |
| Q1 26 | — | $5.6B | ||
| Q4 25 | $9.2B | $4.9B | ||
| Q3 25 | $8.9B | $4.4B | ||
| Q2 25 | $8.8B | $4.2B | ||
| Q1 25 | $8.7B | — | ||
| Q4 24 | $8.8B | $4.0B | ||
| Q3 24 | $8.9B | $4.1B | ||
| Q2 24 | $8.8B | $4.0B |
| Q1 26 | — | 0.91× | ||
| Q4 25 | 0.83× | 0.63× | ||
| Q3 25 | 0.71× | 0.51× | ||
| Q2 25 | 0.81× | 0.55× | ||
| Q1 25 | 0.82× | — | ||
| Q4 24 | 0.78× | 0.60× | ||
| Q3 24 | 0.79× | 0.59× | ||
| Q2 24 | 0.76× | 0.63× |
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 | $256.4M | $46.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $254.5M | — |
| FCFマージンFCF / 売上 | 45.7% | — |
| 設備投資強度設備投資 / 売上 | 0.3% | — |
| キャッシュ転換率営業CF / 純利益 | 0.74× | 0.95× |
| 直近12ヶ月FCF直近4四半期 | $967.1M | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $46.9M | ||
| Q4 25 | $256.4M | $81.5M | ||
| Q3 25 | $277.1M | $46.6M | ||
| Q2 25 | $230.8M | $35.4M | ||
| Q1 25 | $208.9M | — | ||
| Q4 24 | $212.5M | $126.9M | ||
| Q3 24 | $265.2M | $101.0M | ||
| Q2 24 | $245.2M | $83.0M |
| Q1 26 | — | — | ||
| Q4 25 | $254.5M | $70.3M | ||
| Q3 25 | $275.9M | $37.4M | ||
| Q2 25 | $229.4M | $28.1M | ||
| Q1 25 | $207.3M | — | ||
| Q4 24 | $211.4M | $102.2M | ||
| Q3 24 | $264.5M | $90.4M | ||
| Q2 24 | $244.6M | $74.0M |
| Q1 26 | — | — | ||
| Q4 25 | 45.7% | 9.7% | ||
| Q3 25 | 52.3% | 5.2% | ||
| Q2 25 | 46.5% | 4.1% | ||
| Q1 25 | 41.7% | — | ||
| Q4 24 | 40.3% | 15.2% | ||
| Q3 24 | 51.2% | 13.4% | ||
| Q2 24 | 48.9% | 10.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 1.5% | ||
| Q3 25 | 0.2% | 1.3% | ||
| Q2 25 | 0.3% | 1.1% | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 0.2% | 3.7% | ||
| Q3 24 | 0.1% | 1.6% | ||
| Q2 24 | 0.1% | 1.3% |
| Q1 26 | — | 0.95× | ||
| Q4 25 | 0.74× | 1.49× | ||
| Q3 25 | 1.30× | 0.70× | ||
| Q2 25 | 2.74× | 0.53× | ||
| Q1 25 | 2.89× | — | ||
| Q4 24 | 1.31× | 2.36× | ||
| Q3 24 | 2.15× | 1.48× | ||
| Q2 24 | 3.23× | 1.00× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
