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AFFILIATED MANAGERS GROUP, INC.(AMG)とRevvity(RVTY)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
Revvityの直近四半期売上が大きい($772.1M vs $556.6M、AFFILIATED MANAGERS GROUP, INC.の約1.4倍)。AFFILIATED MANAGERS GROUP, INC.の純利益率が高く(62.4% vs 12.7%、差は49.7%)。AFFILIATED MANAGERS GROUP, INC.の前年同期比売上増加率が高い(6.2% vs 5.9%)。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 $161.8M)。過去8四半期でRevvityの売上複合成長率が高い(9.0% 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。
レブィティ(Revvity, Inc.)は米国のライフサイエンス・診断事業を手がける企業で、製薬およびバイオテクノロジー業界を主な顧客とし、特に新たな細胞治療や遺伝子治療の開発に関連するサービス・製品を提供している。前身は多岐にわたる事業を展開してきた老舗企業パーキンエルマーである。
AMG vs RVTY — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | ||
|---|---|---|
| 売上 | $556.6M | $772.1M |
| 純利益 | $347.5M | $98.4M |
| 粗利率 | — | — |
| 営業利益率 | 94.4% | 14.5% |
| 純利益率 | 62.4% | 12.7% |
| 売上前年比 | 6.2% | 5.9% |
| 純利益前年比 | 114.2% | 3.9% |
| EPS(希薄化後) | $10.87 | $0.86 |
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 | $772.1M | ||
| Q3 25 | $528.0M | $698.9M | ||
| Q2 25 | $493.2M | $720.3M | ||
| Q1 25 | $496.6M | $664.8M | ||
| Q4 24 | $524.3M | $729.4M | ||
| Q3 24 | $516.4M | $684.0M | ||
| Q2 24 | $500.3M | $691.7M | ||
| Q1 24 | $499.9M | $649.9M |
| Q4 25 | $347.5M | $98.4M | ||
| Q3 25 | $212.4M | $46.7M | ||
| Q2 25 | $84.3M | $53.9M | ||
| Q1 25 | $72.4M | $42.2M | ||
| Q4 24 | $162.2M | $94.6M | ||
| Q3 24 | $123.6M | $94.4M | ||
| Q2 24 | $76.0M | $55.4M | ||
| Q1 24 | $149.8M | $26.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | 53.6% | ||
| Q2 25 | — | 54.5% | ||
| Q1 25 | — | 56.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 56.3% | ||
| Q2 24 | — | 55.7% | ||
| Q1 24 | — | 54.6% |
| Q4 25 | 94.4% | 14.5% | ||
| Q3 25 | 68.7% | 11.7% | ||
| Q2 25 | 34.8% | 12.6% | ||
| Q1 25 | 25.5% | 10.9% | ||
| Q4 24 | 52.2% | 16.3% | ||
| Q3 24 | 42.0% | 14.3% | ||
| Q2 24 | 35.6% | 12.4% | ||
| Q1 24 | 50.8% | 6.8% |
| Q4 25 | 62.4% | 12.7% | ||
| Q3 25 | 40.2% | 6.7% | ||
| Q2 25 | 17.1% | 7.5% | ||
| Q1 25 | 14.6% | 6.4% | ||
| Q4 24 | 30.9% | 13.0% | ||
| Q3 24 | 23.9% | 13.8% | ||
| Q2 24 | 15.2% | 8.0% | ||
| Q1 24 | 30.0% | 4.0% |
| Q4 25 | $10.87 | $0.86 | ||
| Q3 25 | $6.87 | $0.40 | ||
| Q2 25 | $2.80 | $0.46 | ||
| Q1 25 | $2.20 | $0.35 | ||
| Q4 24 | $4.95 | $0.77 | ||
| Q3 24 | $3.78 | $0.77 | ||
| Q2 24 | $2.26 | $0.45 | ||
| Q1 24 | $4.14 | $0.21 |
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 | $919.9M |
| 総負債低いほど良い | $2.7B | — |
| 株主資本純資産 | $3.2B | $7.3B |
| 総資産 | $9.2B | $12.2B |
| 負債/資本比率低いほどレバレッジが低い | 0.83× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $586.0M | $919.9M | ||
| Q3 25 | $476.1M | $931.4M | ||
| Q2 25 | $361.0M | $991.8M | ||
| Q1 25 | $816.5M | $1.1B | ||
| Q4 24 | $950.0M | $1.2B | ||
| Q3 24 | $1.0B | $1.2B | ||
| Q2 24 | $865.5M | $2.0B | ||
| Q1 24 | $793.4M | $1.7B |
| Q4 25 | $2.7B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | $2.5B | — |
| Q4 25 | $3.2B | $7.3B | ||
| Q3 25 | $3.3B | $7.4B | ||
| Q2 25 | $3.2B | $7.6B | ||
| Q1 25 | $3.2B | $7.6B | ||
| Q4 24 | $3.3B | $7.7B | ||
| Q3 24 | $3.3B | $7.9B | ||
| Q2 24 | $3.3B | $7.9B | ||
| Q1 24 | $3.6B | $7.8B |
| Q4 25 | $9.2B | $12.2B | ||
| Q3 25 | $8.9B | $12.1B | ||
| Q2 25 | $8.8B | $12.4B | ||
| Q1 25 | $8.7B | $12.4B | ||
| Q4 24 | $8.8B | $12.4B | ||
| Q3 24 | $8.9B | $12.8B | ||
| Q2 24 | $8.8B | $13.4B | ||
| Q1 24 | $9.0B | $13.4B |
| Q4 25 | 0.83× | — | ||
| Q3 25 | 0.71× | — | ||
| Q2 25 | 0.81× | — | ||
| Q1 25 | 0.82× | — | ||
| Q4 24 | 0.78× | — | ||
| Q3 24 | 0.79× | — | ||
| Q2 24 | 0.76× | — | ||
| Q1 24 | 0.70× | — |
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 | $182.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $254.5M | $161.8M |
| FCFマージンFCF / 売上 | 45.7% | 21.0% |
| 設備投資強度設備投資 / 売上 | 0.3% | 2.6% |
| キャッシュ転換率営業CF / 純利益 | 0.74× | 1.85× |
| 直近12ヶ月FCF直近4四半期 | $967.1M | $509.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $256.4M | $182.0M | ||
| Q3 25 | $277.1M | $138.5M | ||
| Q2 25 | $230.8M | $134.3M | ||
| Q1 25 | $208.9M | $128.2M | ||
| Q4 24 | $212.5M | $174.2M | ||
| Q3 24 | $265.2M | $147.9M | ||
| Q2 24 | $245.2M | $158.6M | ||
| Q1 24 | $209.2M | $147.6M |
| Q4 25 | $254.5M | $161.8M | ||
| Q3 25 | $275.9M | $120.0M | ||
| Q2 25 | $229.4M | $115.5M | ||
| Q1 25 | $207.3M | $112.2M | ||
| Q4 24 | $211.4M | $149.8M | ||
| Q3 24 | $264.5M | $125.6M | ||
| Q2 24 | $244.6M | $136.6M | ||
| Q1 24 | $208.2M | $129.7M |
| Q4 25 | 45.7% | 21.0% | ||
| Q3 25 | 52.3% | 17.2% | ||
| Q2 25 | 46.5% | 16.0% | ||
| Q1 25 | 41.7% | 16.9% | ||
| Q4 24 | 40.3% | 20.5% | ||
| Q3 24 | 51.2% | 18.4% | ||
| Q2 24 | 48.9% | 19.7% | ||
| Q1 24 | 41.6% | 20.0% |
| Q4 25 | 0.3% | 2.6% | ||
| Q3 25 | 0.2% | 2.6% | ||
| Q2 25 | 0.3% | 2.6% | ||
| Q1 25 | 0.3% | 2.4% | ||
| Q4 24 | 0.2% | 3.4% | ||
| Q3 24 | 0.1% | 3.3% | ||
| Q2 24 | 0.1% | 3.2% | ||
| Q1 24 | 0.2% | 2.7% |
| Q4 25 | 0.74× | 1.85× | ||
| Q3 25 | 1.30× | 2.97× | ||
| Q2 25 | 2.74× | 2.49× | ||
| Q1 25 | 2.89× | 3.03× | ||
| Q4 24 | 1.31× | 1.84× | ||
| Q3 24 | 2.15× | 1.57× | ||
| Q2 24 | 3.23× | 2.87× | ||
| Q1 24 | 1.40× | 5.67× |
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
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |