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アムジェン（AMGN）とEncompass Health Corp（EHC）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
アムジェンの直近四半期売上が大きい（$9.9B vs $1.5B、Encompass Health Corpの約6.4倍）。アムジェンの純利益率が高く（13.5% vs 9.5%、差は4.1%）。Encompass Health Corpの前年同期比売上増加率が高い（9.9% vs 8.6%）。アムジェンの直近四半期フリーキャッシュフローが多い（$961.0M vs $116.7M）。過去8四半期でアムジェンの売上複合成長率が高い（15.1% vs 8.3%）
アムジェンは米国カリフォルニア州サウザンドオークスに本社を置く多国籍バイオ医薬品企業です。社名は元の社名「Applied Molecular Genetics」の略称を組み合わせた造語で、売上高ベースで世界のバイオ医薬企業第18位にランクインしており、革新的な治療薬の開発と提供に力を入れています。
エンコンパスヘルスコーポレーション（旧Amcare、HealthSouth）は米国アラバマ州バーミンガムに本社を置く米国最大の入院リハビリサービス事業者で、39州とプエルトリコに173の入院リハビリ病院を展開し、脳卒中や神経疾患、心肺疾患、脳損傷から回復中の患者に専門的な治療とケアを提供している。
AMGN vs EHC — 直接比較
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $9.9B | $1.5B |
| 純利益 | $1.3B | $146.1M |
| 粗利率 | 69.8% | — |
| 営業利益率 | 27.6% | 16.7% |
| 純利益率 | 13.5% | 9.5% |
| 売上前年比 | 8.6% | 9.9% |
| 純利益前年比 | 112.6% | 20.8% |
| EPS（希薄化後） | $2.45 | $1.43 |
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 | $9.9B | $1.5B | ||
| Q3 25 | $9.6B | $1.5B | ||
| Q2 25 | $9.2B | $1.5B | ||
| Q1 25 | $8.1B | $1.5B | ||
| Q4 24 | $9.1B | $1.4B | ||
| Q3 24 | $8.5B | $1.4B | ||
| Q2 24 | $8.4B | $1.3B | ||
| Q1 24 | $7.4B | $1.3B |
| Q4 25 | $1.3B | $146.1M | ||
| Q3 25 | $3.2B | $126.5M | ||
| Q2 25 | $1.4B | $142.1M | ||
| Q1 25 | $1.7B | $151.5M | ||
| Q4 24 | $627.0M | $120.9M | ||
| Q3 24 | $2.8B | $108.2M | ||
| Q2 24 | $746.0M | $114.1M | ||
| Q1 24 | $-113.0M | $112.5M |
| Q4 25 | 69.8% | — | ||
| Q3 25 | 67.8% | — | ||
| Q2 25 | 67.2% | — | ||
| Q1 25 | 63.6% | — | ||
| Q4 24 | 65.7% | — | ||
| Q3 24 | 61.1% | — | ||
| Q2 24 | 61.4% | — | ||
| Q1 24 | 57.0% | — |
| Q4 25 | 27.6% | 16.7% | ||
| Q3 25 | 26.4% | 14.9% | ||
| Q2 25 | 28.9% | 16.2% | ||
| Q1 25 | 14.5% | 16.4% | ||
| Q4 24 | 25.4% | 14.3% | ||
| Q3 24 | 24.1% | 13.6% | ||
| Q2 24 | 22.8% | 14.3% | ||
| Q1 24 | 13.3% | 13.6% |
| Q4 25 | 13.5% | 9.5% | ||
| Q3 25 | 33.7% | 8.6% | ||
| Q2 25 | 15.6% | 9.7% | ||
| Q1 25 | 21.2% | 10.4% | ||
| Q4 24 | 6.9% | 8.6% | ||
| Q3 24 | 33.3% | 8.0% | ||
| Q2 24 | 8.9% | 8.8% | ||
| Q1 24 | -1.5% | 8.5% |
| Q4 25 | $2.45 | $1.43 | ||
| Q3 25 | $5.93 | $1.24 | ||
| Q2 25 | $2.65 | $1.39 | ||
| Q1 25 | $3.20 | $1.48 | ||
| Q4 24 | $1.17 | $1.18 | ||
| Q3 24 | $5.22 | $1.06 | ||
| Q2 24 | $1.38 | $1.12 | ||
| Q1 24 | $-0.21 | $1.10 |
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 | $9.1B | $72.2M |
| 総負債低いほど良い | $54.6B | $2.4B |
| 株主資本純資産 | $8.7B | $2.4B |
| 総資産 | $90.6B | $7.1B |
| 負債/資本比率低いほどレバレッジが低い | 6.31× | 1.00× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $9.1B | $72.2M | ||
| Q3 25 | $9.4B | $48.7M | ||
| Q2 25 | $8.0B | $99.1M | ||
| Q1 25 | $8.8B | $95.8M | ||
| Q4 24 | $12.0B | $85.4M | ||
| Q3 24 | $9.0B | $147.8M | ||
| Q2 24 | $9.3B | $154.4M | ||
| Q1 24 | $9.7B | $134.4M |
| Q4 25 | $54.6B | $2.4B | ||
| Q3 25 | $54.6B | $2.4B | ||
| Q2 25 | $56.2B | $2.3B | ||
| Q1 25 | $57.4B | $2.3B | ||
| Q4 24 | $60.1B | $2.4B | ||
| Q3 24 | $60.4B | $2.3B | ||
| Q2 24 | $62.6B | $2.7B | ||
| Q1 24 | $64.0B | $2.7B |
| Q4 25 | $8.7B | $2.4B | ||
| Q3 25 | $9.6B | $2.4B | ||
| Q2 25 | $7.4B | $2.3B | ||
| Q1 25 | $6.2B | $2.2B | ||
| Q4 24 | $5.9B | $2.1B | ||
| Q3 24 | $7.5B | $2.0B | ||
| Q2 24 | $5.9B | $1.8B | ||
| Q1 24 | $5.0B | $1.7B |
| Q4 25 | $90.6B | $7.1B | ||
| Q3 25 | $90.1B | $6.9B | ||
| Q2 25 | $87.9B | $6.8B | ||
| Q1 25 | $89.4B | $6.6B | ||
| Q4 24 | $91.8B | $6.5B | ||
| Q3 24 | $90.9B | $6.5B | ||
| Q2 24 | $90.9B | $6.4B | ||
| Q1 24 | $93.0B | $6.2B |
| Q4 25 | 6.31× | 1.00× | ||
| Q3 25 | 5.67× | 1.01× | ||
| Q2 25 | 7.57× | 1.02× | ||
| Q1 25 | 9.24× | 1.08× | ||
| Q4 24 | 10.23× | 1.14× | ||
| Q3 24 | 8.02× | 1.20× | ||
| Q2 24 | 10.57× | 1.46× | ||
| Q1 24 | 12.75× | 1.54× |
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 | $1.6B | $346.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $961.0M | $116.7M |
| FCFマージンFCF / 売上 | 9.7% | 7.6% |
| 設備投資強度設備投資 / 売上 | 6.5% | 14.8% |
| キャッシュ転換率営業CF / 純利益 | 1.20× | 2.37× |
| 直近12ヶ月FCF直近4四半期 | $8.1B | $439.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.6B | $346.0M | ||
| Q3 25 | $4.7B | $270.8M | ||
| Q2 25 | $2.3B | $270.2M | ||
| Q1 25 | $1.4B | $288.6M | ||
| Q4 24 | $4.8B | $278.8M | ||
| Q3 24 | $3.6B | $267.8M | ||
| Q2 24 | $2.5B | $217.4M | ||
| Q1 24 | $689.0M | $238.8M |
| Q4 25 | $961.0M | $116.7M | ||
| Q3 25 | $4.2B | $83.7M | ||
| Q2 25 | $1.9B | $113.3M | ||
| Q1 25 | $980.0M | $125.5M | ||
| Q4 24 | $4.4B | $80.1M | ||
| Q3 24 | $3.3B | $120.3M | ||
| Q2 24 | $2.2B | $60.5M | ||
| Q1 24 | $459.0M | $99.4M |
| Q4 25 | 9.7% | 7.6% | ||
| Q3 25 | 44.4% | 5.7% | ||
| Q2 25 | 20.8% | 7.8% | ||
| Q1 25 | 12.0% | 8.6% | ||
| Q4 24 | 48.4% | 5.7% | ||
| Q3 24 | 39.0% | 8.9% | ||
| Q2 24 | 26.5% | 4.6% | ||
| Q1 24 | 6.2% | 7.6% |
| Q4 25 | 6.5% | 14.8% | ||
| Q3 25 | 4.6% | 12.7% | ||
| Q2 25 | 4.0% | 10.8% | ||
| Q1 25 | 5.0% | 11.2% | ||
| Q4 24 | 4.1% | 14.1% | ||
| Q3 24 | 3.0% | 10.9% | ||
| Q2 24 | 2.8% | 12.1% | ||
| Q1 24 | 3.1% | 10.6% |
| Q4 25 | 1.20× | 2.37× | ||
| Q3 25 | 1.46× | 2.14× | ||
| Q2 25 | 1.59× | 1.90× | ||
| Q1 25 | 0.80× | 1.90× | ||
| Q4 24 | 7.61× | 2.31× | ||
| Q3 24 | 1.26× | 2.48× | ||
| Q2 24 | 3.30× | 1.91× | ||
| Q1 24 | — | 2.12× |
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
AMGN
| Products | $9.4B | 95% |
| Xgeva | $291.0M | 3% |
| Vectibix | $163.0M | 2% |
| Aranesp | $115.0M | 1% |
EHC
| Medicare | $1.0B | 66% |
| Medicare Advantage | $243.1M | 16% |
| Managed Care | $160.7M | 10% |
| Medicaid | $47.0M | 3% |
| Other Income Source | $44.8M | 3% |
| Other Thirdparty Payors | $11.2M | 1% |
| Workers Compensation | $7.6M | 0% |
| Patients | $4.6M | 0% |
