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AMN HEALTHCARE SERVICES INC（AMN）とCARLISLE COMPANIES INC（CSL）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
CARLISLE COMPANIES INCの直近四半期売上が大きい（$1.1B vs $748.2M、AMN HEALTHCARE SERVICES INCの約1.4倍）。CARLISLE COMPANIES INCの純利益率が高く（12.1% vs -1.0%、差は13.2%）。AMN HEALTHCARE SERVICES INCの前年同期比売上増加率が高い（1.8% vs -4.0%）。AMN HEALTHCARE SERVICES INCの直近四半期フリーキャッシュフローが多い（$67.6M vs $-73.0M）。過去8四半期でAMN HEALTHCARE SERVICES INCの売上複合成長率が高い（-4.5% vs -14.8%）
AMNヘルスケアサービス社は米国の代表的な医療人材ソリューション企業で、病院・診療所などの医療機関に対し看護師、医師、医療技術者をはじめ臨床・非臨床スタッフの雇用紹介を行うほか、人材管理支援やコンサルティングサービスも提供している。
カーライル・カンパニーズ・インクは建設製品のサプライヤーで、建物の省エネ性と耐久性向上に寄与する製品を提供している。商業建築向け単層屋根材、保証付きシステム、付属品の製造・販売を手がけ、建設資材、防水技術の2事業セグメントの下、防潮材、屋根用保護材などをラインナップしている。
AMN vs CSL — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $748.2M | $1.1B |
| 純利益 | $-7.7M | $127.7M |
| 粗利率 | 26.1% | 34.5% |
| 営業利益率 | 1.1% | 17.1% |
| 純利益率 | -1.0% | 12.1% |
| 売上前年比 | 1.8% | -4.0% |
| 純利益前年比 | 95.9% | -10.9% |
| EPS（希薄化後） | $-0.19 | $3.10 |
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 | — | $1.1B | ||
| Q4 25 | $748.2M | $1.1B | ||
| Q3 25 | $634.5M | $1.3B | ||
| Q2 25 | $658.2M | $1.4B | ||
| Q1 25 | $689.5M | $1.1B | ||
| Q4 24 | $734.7M | $1.1B | ||
| Q3 24 | $687.5M | $1.3B | ||
| Q2 24 | $740.7M | $1.5B |
| Q1 26 | — | $127.7M | ||
| Q4 25 | $-7.7M | $127.4M | ||
| Q3 25 | $29.3M | $214.2M | ||
| Q2 25 | $-116.2M | $255.8M | ||
| Q1 25 | $-1.1M | $143.3M | ||
| Q4 24 | $-187.5M | $162.8M | ||
| Q3 24 | $7.0M | $244.3M | ||
| Q2 24 | $16.2M | $712.4M |
| Q1 26 | — | 34.5% | ||
| Q4 25 | 26.1% | 33.8% | ||
| Q3 25 | 29.1% | 36.0% | ||
| Q2 25 | 29.8% | 37.3% | ||
| Q1 25 | 28.7% | 35.2% | ||
| Q4 24 | 29.8% | 36.1% | ||
| Q3 24 | 31.0% | 38.6% | ||
| Q2 24 | 31.0% | 39.2% |
| Q1 26 | — | 17.1% | ||
| Q4 25 | 1.1% | 16.8% | ||
| Q3 25 | 7.5% | 21.8% | ||
| Q2 25 | -18.8% | 23.1% | ||
| Q1 25 | 1.8% | 16.8% | ||
| Q4 24 | -27.6% | 19.9% | ||
| Q3 24 | 3.2% | 23.7% | ||
| Q2 24 | 5.1% | 26.0% |
| Q1 26 | — | 12.1% | ||
| Q4 25 | -1.0% | 11.3% | ||
| Q3 25 | 4.6% | 15.9% | ||
| Q2 25 | -17.7% | 17.6% | ||
| Q1 25 | -0.2% | 13.1% | ||
| Q4 24 | -25.5% | 14.5% | ||
| Q3 24 | 1.0% | 18.3% | ||
| Q2 24 | 2.2% | 49.1% |
| Q1 26 | — | $3.10 | ||
| Q4 25 | $-0.19 | $3.06 | ||
| Q3 25 | $0.76 | $4.98 | ||
| Q2 25 | $-3.02 | $5.88 | ||
| Q1 25 | $-0.03 | $3.20 | ||
| Q4 24 | $-4.90 | $3.76 | ||
| Q3 24 | $0.18 | $5.25 | ||
| Q2 24 | $0.42 | $14.84 |
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 | $34.0M | $771.3M |
| 総負債低いほど良い | $767.1M | — |
| 株主資本純資産 | $642.1M | $1.7B |
| 総資産 | $2.1B | — |
| 負債/資本比率低いほどレバレッジが低い | 1.19× | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $771.3M | ||
| Q4 25 | $34.0M | $1.1B | ||
| Q3 25 | $52.6M | $1.1B | ||
| Q2 25 | $41.5M | $68.4M | ||
| Q1 25 | $55.8M | $220.2M | ||
| Q4 24 | $10.6M | $753.5M | ||
| Q3 24 | $30.6M | $1.5B | ||
| Q2 24 | $48.0M | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | $767.1M | $2.9B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | $1.1B | $1.9B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.3B |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $642.1M | $1.8B | ||
| Q3 25 | $644.4M | $2.0B | ||
| Q2 25 | $607.6M | $2.1B | ||
| Q1 25 | $715.1M | $2.2B | ||
| Q4 24 | $706.6M | $2.5B | ||
| Q3 24 | $890.7M | $2.8B | ||
| Q2 24 | $876.9M | $3.0B |
| Q1 26 | — | — | ||
| Q4 25 | $2.1B | $6.3B | ||
| Q3 25 | $2.1B | $6.5B | ||
| Q2 25 | $2.2B | $5.5B | ||
| Q1 25 | $2.4B | $5.5B | ||
| Q4 24 | $2.4B | $5.8B | ||
| Q3 24 | $2.7B | $6.5B | ||
| Q2 24 | $2.8B | $6.7B |
| Q1 26 | — | — | ||
| Q4 25 | 1.19× | 1.61× | ||
| Q3 25 | — | 1.45× | ||
| Q2 25 | — | 0.89× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | 1.49× | 0.77× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | 0.76× |
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 | $75.6M | — |
| フリーキャッシュフロー営業CF - 設備投資 | $67.6M | $-73.0M |
| FCFマージンFCF / 売上 | 9.0% | -6.9% |
| 設備投資強度設備投資 / 売上 | 1.1% | 2.7% |
| キャッシュ転換率営業CF / 純利益 | — | — |
| 直近12ヶ月FCF直近4四半期 | $233.8M | $924.8M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $75.6M | $386.0M | ||
| Q3 25 | $22.7M | $426.9M | ||
| Q2 25 | $78.5M | $287.1M | ||
| Q1 25 | $92.7M | $1.8M | ||
| Q4 24 | $72.8M | $370.6M | ||
| Q3 24 | $66.7M | $312.8M | ||
| Q2 24 | $99.5M | $183.4M |
| Q1 26 | — | $-73.0M | ||
| Q4 25 | $67.6M | $346.1M | ||
| Q3 25 | $14.8M | $393.4M | ||
| Q2 25 | $68.7M | $258.3M | ||
| Q1 25 | $82.7M | $-27.2M | ||
| Q4 24 | $56.6M | $334.0M | ||
| Q3 24 | $47.4M | $293.5M | ||
| Q2 24 | $72.2M | $158.5M |
| Q1 26 | — | -6.9% | ||
| Q4 25 | 9.0% | 30.7% | ||
| Q3 25 | 2.3% | 29.2% | ||
| Q2 25 | 10.4% | 17.8% | ||
| Q1 25 | 12.0% | -2.5% | ||
| Q4 24 | 7.7% | 29.7% | ||
| Q3 24 | 6.9% | 22.0% | ||
| Q2 24 | 9.8% | 10.9% |
| Q1 26 | — | 2.7% | ||
| Q4 25 | 1.1% | 3.5% | ||
| Q3 25 | 1.2% | 2.5% | ||
| Q2 25 | 1.5% | 2.0% | ||
| Q1 25 | 1.4% | 2.6% | ||
| Q4 24 | 2.2% | 3.3% | ||
| Q3 24 | 2.8% | 1.4% | ||
| Q2 24 | 3.7% | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.03× | ||
| Q3 25 | 0.77× | 1.99× | ||
| Q2 25 | — | 1.12× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 2.28× | ||
| Q3 24 | 9.54× | 1.28× | ||
| Q2 24 | 6.13× | 0.26× |
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
AMN
| Travel Nurse Staffing | $208.3M | 28% |
| Allied Staffing | $146.9M | 20% |
| Labor Disruption Services | $124.3M | 17% |
| Technology And Workforce Solutions | $88.0M | 12% |
| Language Services | $69.9M | 9% |
| Other | $29.6M | 4% |
| International Nurse Staffing | $29.6M | 4% |
| Interim Leadership Staffing | $24.1M | 3% |
| Vendor Management Systems | $16.3M | 2% |
| Local Staffing | $8.6M | 1% |
| International Nurse Permanent Placement | $2.6M | 0% |
CSL
| CCM | $758.0M | 72% |
| CWT | $294.0M | 28% |
