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AFFILIATED MANAGERS GROUP, INC.（AMG）とESCO TECHNOLOGIES INC（ESE）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
AFFILIATED MANAGERS GROUP, INC.の直近四半期売上が大きい（$556.6M vs $289.7M、ESCO TECHNOLOGIES INCの約1.9倍）。AFFILIATED MANAGERS GROUP, INC.の純利益率が高く（62.4% vs 9.9%、差は52.5%）。ESCO TECHNOLOGIES INCの前年同期比売上増加率が高い（17.3% vs 6.2%）。AFFILIATED MANAGERS GROUP, INC.の直近四半期フリーキャッシュフローが多い（$254.5M vs $63.0M）。過去8四半期でESCO TECHNOLOGIES INCの売上複合成長率が高い（7.8% vs 5.5%）
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。
ESCOはシンガポール発のブランドで、研究室向け製品・サービスの開発、製造、販売を主力事業としています。ライフサイエンス、医療、産業検査などの分野の研究室に対し、ニーズに応じた最適なソリューションとアフターサービスを提供しています。
AMG vs ESE — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $556.6M | $289.7M |
| 純利益 | $347.5M | $28.7M |
| 粗利率 | — | 41.4% |
| 営業利益率 | 94.4% | 13.2% |
| 純利益率 | 62.4% | 9.9% |
| 売上前年比 | 6.2% | 17.3% |
| 純利益前年比 | 114.2% | 22.2% |
| EPS（希薄化後） | $10.87 | $1.11 |
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 | $556.6M | $289.7M | ||
| Q3 25 | $528.0M | $286.5M | ||
| Q2 25 | $493.2M | $296.3M | ||
| Q1 25 | $496.6M | $265.5M | ||
| Q4 24 | $524.3M | $247.0M | ||
| Q3 24 | $516.4M | $298.5M | ||
| Q2 24 | $500.3M | $260.8M | ||
| Q1 24 | $499.9M | $249.1M |
| Q4 25 | $347.5M | $28.7M | ||
| Q3 25 | $212.4M | $218.7M | ||
| Q2 25 | $84.3M | $26.1M | ||
| Q1 25 | $72.4M | $31.0M | ||
| Q4 24 | $162.2M | $23.5M | ||
| Q3 24 | $123.6M | $34.3M | ||
| Q2 24 | $76.0M | $29.2M | ||
| Q1 24 | $149.8M | $23.2M |
| Q4 25 | — | 41.4% | ||
| Q3 25 | — | 45.9% | ||
| Q2 25 | — | 41.2% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 39.8% | ||
| Q3 24 | — | 40.1% | ||
| Q2 24 | — | 39.6% | ||
| Q1 24 | — | 38.8% |
| Q4 25 | 94.4% | 13.2% | ||
| Q3 25 | 68.7% | 17.2% | ||
| Q2 25 | 34.8% | 11.2% | ||
| Q1 25 | 25.5% | 15.3% | ||
| Q4 24 | 52.2% | 11.4% | ||
| Q3 24 | 42.0% | 14.8% | ||
| Q2 24 | 35.6% | 14.3% | ||
| Q1 24 | 50.8% | 11.7% |
| Q4 25 | 62.4% | 9.9% | ||
| Q3 25 | 40.2% | 76.3% | ||
| Q2 25 | 17.1% | 8.8% | ||
| Q1 25 | 14.6% | 11.7% | ||
| Q4 24 | 30.9% | 9.5% | ||
| Q3 24 | 23.9% | 11.5% | ||
| Q2 24 | 15.2% | 11.2% | ||
| Q1 24 | 30.0% | 9.3% |
| Q4 25 | $10.87 | $1.11 | ||
| Q3 25 | $6.87 | $8.43 | ||
| Q2 25 | $2.80 | $1.01 | ||
| Q1 25 | $2.20 | $1.20 | ||
| Q4 24 | $4.95 | $0.91 | ||
| Q3 24 | $3.78 | $1.32 | ||
| Q2 24 | $2.26 | $1.13 | ||
| Q1 24 | $4.14 | $0.90 |
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 | $103.8M |
| 総負債低いほど良い | $2.7B | $145.5M |
| 株主資本純資産 | $3.2B | $1.6B |
| 総資産 | $9.2B | $2.4B |
| 負債/資本比率低いほどレバレッジが低い | 0.83× | 0.09× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $586.0M | $103.8M | ||
| Q3 25 | $476.1M | $101.3M | ||
| Q2 25 | $361.0M | $78.7M | ||
| Q1 25 | $816.5M | $57.4M | ||
| Q4 24 | $950.0M | $71.3M | ||
| Q3 24 | $1.0B | $66.0M | ||
| Q2 24 | $865.5M | $63.0M | ||
| Q1 24 | $793.4M | $59.4M |
| Q4 25 | $2.7B | $145.5M | ||
| Q3 25 | $2.4B | $186.0M | ||
| Q2 25 | $2.6B | $525.0M | ||
| Q1 25 | $2.6B | $88.0M | ||
| Q4 24 | $2.6B | $112.0M | ||
| Q3 24 | $2.6B | $122.0M | ||
| Q2 24 | $2.5B | $173.0M | ||
| Q1 24 | $2.5B | $191.0M |
| Q4 25 | $3.2B | $1.6B | ||
| Q3 25 | $3.3B | $1.5B | ||
| Q2 25 | $3.2B | $1.3B | ||
| Q1 25 | $3.2B | $1.3B | ||
| Q4 24 | $3.3B | $1.2B | ||
| Q3 24 | $3.3B | $1.2B | ||
| Q2 24 | $3.3B | $1.2B | ||
| Q1 24 | $3.6B | $1.2B |
| Q4 25 | $9.2B | $2.4B | ||
| Q3 25 | $8.9B | $2.4B | ||
| Q2 25 | $8.8B | $2.5B | ||
| Q1 25 | $8.7B | $1.8B | ||
| Q4 24 | $8.8B | $1.8B | ||
| Q3 24 | $8.9B | $1.8B | ||
| Q2 24 | $8.8B | $1.8B | ||
| Q1 24 | $9.0B | $1.8B |
| Q4 25 | 0.83× | 0.09× | ||
| Q3 25 | 0.71× | 0.12× | ||
| Q2 25 | 0.81× | 0.40× | ||
| Q1 25 | 0.82× | 0.07× | ||
| Q4 24 | 0.78× | 0.09× | ||
| Q3 24 | 0.79× | 0.10× | ||
| Q2 24 | 0.76× | 0.14× | ||
| Q1 24 | 0.70× | 0.16× |
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 | $68.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $254.5M | $63.0M |
| FCFマージンFCF / 売上 | 45.7% | 21.7% |
| 設備投資強度設備投資 / 売上 | 0.3% | 2.0% |
| キャッシュ転換率営業CF / 純利益 | 0.74× | 2.40× |
| 直近12ヶ月FCF直近4四半期 | $967.1M | $239.6M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $256.4M | $68.9M | ||
| Q3 25 | $277.1M | $109.9M | ||
| Q2 25 | $230.8M | $73.7M | ||
| Q1 25 | $208.9M | $24.1M | ||
| Q4 24 | $212.5M | $34.2M | ||
| Q3 24 | $265.2M | $72.1M | ||
| Q2 24 | $245.2M | $36.2M | ||
| Q1 24 | $209.2M | $10.5M |
| Q4 25 | $254.5M | $63.0M | ||
| Q3 25 | $275.9M | $97.8M | ||
| Q2 25 | $229.4M | $64.9M | ||
| Q1 25 | $207.3M | $14.0M | ||
| Q4 24 | $211.4M | $29.0M | ||
| Q3 24 | $264.5M | $60.9M | ||
| Q2 24 | $244.6M | $27.6M | ||
| Q1 24 | $208.2M | $2.0M |
| Q4 25 | 45.7% | 21.7% | ||
| Q3 25 | 52.3% | 34.1% | ||
| Q2 25 | 46.5% | 21.9% | ||
| Q1 25 | 41.7% | 5.3% | ||
| Q4 24 | 40.3% | 11.7% | ||
| Q3 24 | 51.2% | 20.4% | ||
| Q2 24 | 48.9% | 10.6% | ||
| Q1 24 | 41.6% | 0.8% |
| Q4 25 | 0.3% | 2.0% | ||
| Q3 25 | 0.2% | 4.2% | ||
| Q2 25 | 0.3% | 3.0% | ||
| Q1 25 | 0.3% | 3.8% | ||
| Q4 24 | 0.2% | 2.1% | ||
| Q3 24 | 0.1% | 3.8% | ||
| Q2 24 | 0.1% | 3.3% | ||
| Q1 24 | 0.2% | 3.4% |
| Q4 25 | 0.74× | 2.40× | ||
| Q3 25 | 1.30× | 0.50× | ||
| Q2 25 | 2.74× | 2.83× | ||
| Q1 25 | 2.89× | 0.78× | ||
| Q4 24 | 1.31× | 1.46× | ||
| Q3 24 | 2.15× | 2.10× | ||
| Q2 24 | 3.23× | 1.24× | ||
| Q1 24 | 1.40× | 0.45× |
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
AMG
セグメントデータなし
ESE
| US Government | $98.0M | 34% |
| Utility Solutions Group | $87.5M | 30% |
| RF Shielding And Test | $58.3M | 20% |
| Commercial | $45.8M | 16% |
| Related Party | $1.3M | 0% |
