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AFFILIATED MANAGERS GROUP, INC.（AMG）とLCI INDUSTRIES（LCII）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
LCI INDUSTRIESの直近四半期売上が大きい（$932.7M vs $556.6M、AFFILIATED MANAGERS GROUP, INC.の約1.7倍）。AFFILIATED MANAGERS GROUP, INC.の純利益率が高く（62.4% vs 2.0%、差は60.4%）。LCI INDUSTRIESの前年同期比売上増加率が高い（16.1% 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 $64.3M）。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 -1.8%）
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。
ラッキーコア・インダストリーズ・リミテッドは旧ICIパキスタンとして知られるパキスタンの複合企業グループで、本社をカラチに置き、ポリエステル、医薬品、農業化学品、ソーダ灰、獣医薬品などの製造・供給を行っています。
AMG vs LCII — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $556.6M | $932.7M |
| 純利益 | $347.5M | $18.7M |
| 粗利率 | — | 22.1% |
| 営業利益率 | 94.4% | 3.8% |
| 純利益率 | 62.4% | 2.0% |
| 売上前年比 | 6.2% | 16.1% |
| 純利益前年比 | 114.2% | 95.7% |
| EPS（希薄化後） | $10.87 | $0.79 |
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 | $932.7M | ||
| Q3 25 | $528.0M | $1.0B | ||
| Q2 25 | $493.2M | $1.1B | ||
| Q1 25 | $496.6M | $1.0B | ||
| Q4 24 | $524.3M | $803.1M | ||
| Q3 24 | $516.4M | $915.5M | ||
| Q2 24 | $500.3M | $1.1B | ||
| Q1 24 | $499.9M | $968.0M |
| Q4 25 | $347.5M | $18.7M | ||
| Q3 25 | $212.4M | $62.5M | ||
| Q2 25 | $84.3M | $57.6M | ||
| Q1 25 | $72.4M | $49.4M | ||
| Q4 24 | $162.2M | $9.5M | ||
| Q3 24 | $123.6M | $35.6M | ||
| Q2 24 | $76.0M | $61.2M | ||
| Q1 24 | $149.8M | $36.5M |
| Q4 25 | — | 22.1% | ||
| Q3 25 | — | 24.4% | ||
| Q2 25 | — | 24.4% | ||
| Q1 25 | — | 24.1% | ||
| Q4 24 | — | 21.1% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 25.3% | ||
| Q1 24 | — | 23.1% |
| Q4 25 | 94.4% | 3.8% | ||
| Q3 25 | 68.7% | 7.3% | ||
| Q2 25 | 34.8% | 7.9% | ||
| Q1 25 | 25.5% | 7.8% | ||
| Q4 24 | 52.2% | 2.0% | ||
| Q3 24 | 42.0% | 5.9% | ||
| Q2 24 | 35.6% | 8.6% | ||
| Q1 24 | 50.8% | 6.0% |
| Q4 25 | 62.4% | 2.0% | ||
| Q3 25 | 40.2% | 6.0% | ||
| Q2 25 | 17.1% | 5.2% | ||
| Q1 25 | 14.6% | 4.7% | ||
| Q4 24 | 30.9% | 1.2% | ||
| Q3 24 | 23.9% | 3.9% | ||
| Q2 24 | 15.2% | 5.8% | ||
| Q1 24 | 30.0% | 3.8% |
| Q4 25 | $10.87 | $0.79 | ||
| Q3 25 | $6.87 | $2.55 | ||
| Q2 25 | $2.80 | $2.29 | ||
| Q1 25 | $2.20 | $1.94 | ||
| Q4 24 | $4.95 | $0.37 | ||
| Q3 24 | $3.78 | $1.39 | ||
| Q2 24 | $2.26 | $2.40 | ||
| Q1 24 | $4.14 | $1.44 |
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 | $222.6M |
| 総負債低いほど良い | $2.7B | $945.2M |
| 株主資本純資産 | $3.2B | $1.4B |
| 総資産 | $9.2B | $3.2B |
| 負債/資本比率低いほどレバレッジが低い | 0.83× | 0.69× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $586.0M | $222.6M | ||
| Q3 25 | $476.1M | $199.7M | ||
| Q2 25 | $361.0M | $191.9M | ||
| Q1 25 | $816.5M | $231.2M | ||
| Q4 24 | $950.0M | $165.8M | ||
| Q3 24 | $1.0B | $161.2M | ||
| Q2 24 | $865.5M | $130.4M | ||
| Q1 24 | $793.4M | $22.6M |
| Q4 25 | $2.7B | $945.2M | ||
| Q3 25 | $2.4B | $947.8M | ||
| Q2 25 | $2.6B | $948.0M | ||
| Q1 25 | $2.6B | $938.3M | ||
| Q4 24 | $2.6B | $757.3M | ||
| Q3 24 | $2.6B | $822.5M | ||
| Q2 24 | $2.5B | $829.7M | ||
| Q1 24 | $2.5B | $855.3M |
| Q4 25 | $3.2B | $1.4B | ||
| Q3 25 | $3.3B | $1.4B | ||
| Q2 25 | $3.2B | $1.4B | ||
| Q1 25 | $3.2B | $1.4B | ||
| Q4 24 | $3.3B | $1.4B | ||
| Q3 24 | $3.3B | $1.4B | ||
| Q2 24 | $3.3B | $1.4B | ||
| Q1 24 | $3.6B | $1.4B |
| Q4 25 | $9.2B | $3.2B | ||
| Q3 25 | $8.9B | $3.2B | ||
| Q2 25 | $8.8B | $3.2B | ||
| Q1 25 | $8.7B | $3.1B | ||
| Q4 24 | $8.8B | $2.9B | ||
| Q3 24 | $8.9B | $3.0B | ||
| Q2 24 | $8.8B | $3.0B | ||
| Q1 24 | $9.0B | $3.0B |
| Q4 25 | 0.83× | 0.69× | ||
| Q3 25 | 0.71× | 0.70× | ||
| Q2 25 | 0.81× | 0.68× | ||
| Q1 25 | 0.82× | 0.69× | ||
| Q4 24 | 0.78× | 0.55× | ||
| Q3 24 | 0.79× | 0.58× | ||
| Q2 24 | 0.76× | 0.60× | ||
| Q1 24 | 0.70× | 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 | $78.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $254.5M | $64.3M |
| FCFマージンFCF / 売上 | 45.7% | 6.9% |
| 設備投資強度設備投資 / 売上 | 0.3% | 1.6% |
| キャッシュ転換率営業CF / 純利益 | 0.74× | 4.22× |
| 直近12ヶ月FCF直近4四半期 | $967.1M | $278.3M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $256.4M | $78.9M | ||
| Q3 25 | $277.1M | $97.2M | ||
| Q2 25 | $230.8M | $112.2M | ||
| Q1 25 | $208.9M | $42.7M | ||
| Q4 24 | $212.5M | $106.6M | ||
| Q3 24 | $265.2M | $78.4M | ||
| Q2 24 | $245.2M | $192.9M | ||
| Q1 24 | $209.2M | $-7.7M |
| Q4 25 | $254.5M | $64.3M | ||
| Q3 25 | $275.9M | $80.9M | ||
| Q2 25 | $229.4M | $99.5M | ||
| Q1 25 | $207.3M | $33.7M | ||
| Q4 24 | $211.4M | $95.7M | ||
| Q3 24 | $264.5M | $68.3M | ||
| Q2 24 | $244.6M | $180.2M | ||
| Q1 24 | $208.2M | $-16.3M |
| Q4 25 | 45.7% | 6.9% | ||
| Q3 25 | 52.3% | 7.8% | ||
| Q2 25 | 46.5% | 9.0% | ||
| Q1 25 | 41.7% | 3.2% | ||
| Q4 24 | 40.3% | 11.9% | ||
| Q3 24 | 51.2% | 7.5% | ||
| Q2 24 | 48.9% | 17.1% | ||
| Q1 24 | 41.6% | -1.7% |
| Q4 25 | 0.3% | 1.6% | ||
| Q3 25 | 0.2% | 1.6% | ||
| Q2 25 | 0.3% | 1.2% | ||
| Q1 25 | 0.3% | 0.9% | ||
| Q4 24 | 0.2% | 1.4% | ||
| Q3 24 | 0.1% | 1.1% | ||
| Q2 24 | 0.1% | 1.2% | ||
| Q1 24 | 0.2% | 0.9% |
| Q4 25 | 0.74× | 4.22× | ||
| Q3 25 | 1.30× | 1.55× | ||
| Q2 25 | 2.74× | 1.95× | ||
| Q1 25 | 2.89× | 0.86× | ||
| Q4 24 | 1.31× | 11.17× | ||
| Q3 24 | 2.15× | 2.20× | ||
| Q2 24 | 3.23× | 3.15× | ||
| Q1 24 | 1.40× | -0.21× |
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
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
