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Amphastar Pharmaceuticals, Inc.（AMPH）とWaystar Holding Corp.（WAY）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
Waystar Holding Corp.の直近四半期売上が大きい（$313.9M vs $183.1M、Amphastar Pharmaceuticals, Inc.の約1.7倍）。Waystar Holding Corp.の純利益率が高く（13.8% vs 13.3%、差は0.4%）。Waystar Holding Corp.の前年同期比売上増加率が高い（22.4% vs -1.8%）。Waystar Holding Corp.の直近四半期フリーキャッシュフローが多い（$90.3M vs $24.6M）。過去8四半期でWaystar Holding Corp.の売上複合成長率が高い（15.7% vs 3.2%）
Amphastar Pharmaceuticalsは上場されている米国の特殊製薬企業です。2004年5月に設立され、主に吸入剤および鼻腔内投与製品の開発、生産、販売を行っており、特色ある医薬品分野で事業を展開しています。
Waystar Holding Corpは、医療向け決済および収益サイクル管理ソリューションの大手プロバイダーです。米国全土の医療機関、医療システム、保険者を対象に、請求処理、保険金請求手続き、患者支払いの効率化ツールを提供し、医療組織の事務負担削減と財務パフォーマンス向上を支援しています。
AMPH vs WAY — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $183.1M | $313.9M |
| 純利益 | $24.4M | $43.3M |
| 粗利率 | 46.8% | — |
| 営業利益率 | 19.4% | 25.6% |
| 純利益率 | 13.3% | 13.8% |
| 売上前年比 | -1.8% | 22.4% |
| 純利益前年比 | -35.7% | 47.9% |
| EPS（希薄化後） | $0.51 | $0.42 |
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 | — | $313.9M | ||
| Q4 25 | $183.1M | $303.5M | ||
| Q3 25 | $191.8M | $268.7M | ||
| Q2 25 | $174.4M | $270.7M | ||
| Q1 25 | $170.5M | $256.4M | ||
| Q4 24 | $186.5M | $244.1M | ||
| Q3 24 | $191.2M | $240.1M | ||
| Q2 24 | $182.4M | $234.5M |
| Q1 26 | — | $43.3M | ||
| Q4 25 | $24.4M | $20.0M | ||
| Q3 25 | $17.4M | $30.6M | ||
| Q2 25 | $31.0M | $32.2M | ||
| Q1 25 | $25.3M | $29.3M | ||
| Q4 24 | $38.0M | $19.1M | ||
| Q3 24 | $40.4M | $5.4M | ||
| Q2 24 | $37.9M | $-27.7M |
| Q1 26 | — | — | ||
| Q4 25 | 46.8% | — | ||
| Q3 25 | 51.4% | — | ||
| Q2 25 | 49.6% | — | ||
| Q1 25 | 50.0% | — | ||
| Q4 24 | 46.5% | — | ||
| Q3 24 | 53.3% | — | ||
| Q2 24 | 52.2% | — |
| Q1 26 | — | 25.6% | ||
| Q4 25 | 19.4% | 19.4% | ||
| Q3 25 | 13.2% | 22.4% | ||
| Q2 25 | 24.2% | 24.0% | ||
| Q1 25 | 21.9% | 25.4% | ||
| Q4 24 | 24.2% | 21.8% | ||
| Q3 24 | 29.8% | 11.3% | ||
| Q2 24 | 30.3% | 3.5% |
| Q1 26 | — | 13.8% | ||
| Q4 25 | 13.3% | 6.6% | ||
| Q3 25 | 9.0% | 11.4% | ||
| Q2 25 | 17.8% | 11.9% | ||
| Q1 25 | 14.8% | 11.4% | ||
| Q4 24 | 20.4% | 7.8% | ||
| Q3 24 | 21.1% | 2.3% | ||
| Q2 24 | 20.8% | -11.8% |
| Q1 26 | — | $0.42 | ||
| Q4 25 | $0.51 | $0.10 | ||
| Q3 25 | $0.37 | $0.17 | ||
| Q2 25 | $0.64 | $0.18 | ||
| Q1 25 | $0.51 | $0.16 | ||
| Q4 24 | $0.74 | $0.18 | ||
| Q3 24 | $0.78 | $0.03 | ||
| Q2 24 | $0.73 | $-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 | $282.8M | $34.3M |
| 総負債低いほど良い | $608.7M | $13.5M |
| 株主資本純資産 | $788.8M | $3.9B |
| 総資産 | $1.6B | $5.8B |
| 負債/資本比率低いほどレバレッジが低い | 0.77× | 0.00× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $34.3M | ||
| Q4 25 | $282.8M | $61.4M | ||
| Q3 25 | $276.2M | $421.1M | ||
| Q2 25 | $231.8M | $290.3M | ||
| Q1 25 | $236.9M | $224.0M | ||
| Q4 24 | $221.6M | $182.1M | ||
| Q3 24 | $250.5M | $127.1M | ||
| Q2 24 | $217.8M | $68.4M |
| Q1 26 | — | $13.5M | ||
| Q4 25 | $608.7M | $1.5B | ||
| Q3 25 | $608.6M | — | ||
| Q2 25 | $607.7M | — | ||
| Q1 25 | $603.9M | — | ||
| Q4 24 | $601.6M | $1.2B | ||
| Q3 24 | $596.4M | — | ||
| Q2 24 | $586.9M | — |
| Q1 26 | — | $3.9B | ||
| Q4 25 | $788.8M | $3.9B | ||
| Q3 25 | $776.7M | $3.2B | ||
| Q2 25 | $757.5M | $3.2B | ||
| Q1 25 | $751.3M | $3.1B | ||
| Q4 24 | $732.3M | $3.1B | ||
| Q3 24 | $727.7M | $3.1B | ||
| Q2 24 | $713.3M | $2.9B |
| Q1 26 | — | $5.8B | ||
| Q4 25 | $1.6B | $5.8B | ||
| Q3 25 | $1.7B | $4.7B | ||
| Q2 25 | $1.6B | $4.7B | ||
| Q1 25 | $1.6B | $4.6B | ||
| Q4 24 | $1.6B | $4.6B | ||
| Q3 24 | $1.5B | $4.5B | ||
| Q2 24 | $1.5B | $4.6B |
| Q1 26 | — | 0.00× | ||
| Q4 25 | 0.77× | 0.38× | ||
| Q3 25 | 0.78× | — | ||
| Q2 25 | 0.80× | — | ||
| Q1 25 | 0.80× | — | ||
| Q4 24 | 0.82× | 0.40× | ||
| Q3 24 | 0.82× | — | ||
| Q2 24 | 0.82× | — |
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 | $32.9M | $84.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $24.6M | $90.3M |
| FCFマージンFCF / 売上 | 13.4% | 28.8% |
| 設備投資強度設備投資 / 売上 | 4.5% | — |
| キャッシュ転換率営業CF / 純利益 | 1.35× | 1.96× |
| 直近12ヶ月FCF直近4四半期 | $121.2M | $314.6M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $84.9M | ||
| Q4 25 | $32.9M | $66.6M | ||
| Q3 25 | $52.6M | $82.0M | ||
| Q2 25 | $35.6M | $96.8M | ||
| Q1 25 | $35.1M | $64.2M | ||
| Q4 24 | $29.0M | — | ||
| Q3 24 | $60.0M | $78.8M | ||
| Q2 24 | $69.1M | $15.4M |
| Q1 26 | — | $90.3M | ||
| Q4 25 | $24.6M | $57.2M | ||
| Q3 25 | $47.2M | $76.2M | ||
| Q2 25 | $25.0M | $91.0M | ||
| Q1 25 | $24.4M | $58.8M | ||
| Q4 24 | $16.6M | — | ||
| Q3 24 | $46.2M | $70.2M | ||
| Q2 24 | $63.1M | $8.6M |
| Q1 26 | — | 28.8% | ||
| Q4 25 | 13.4% | 18.9% | ||
| Q3 25 | 24.6% | 28.3% | ||
| Q2 25 | 14.3% | 33.6% | ||
| Q1 25 | 14.3% | 22.9% | ||
| Q4 24 | 8.9% | — | ||
| Q3 24 | 24.1% | 29.2% | ||
| Q2 24 | 34.6% | 3.7% |
| Q1 26 | — | — | ||
| Q4 25 | 4.5% | 3.1% | ||
| Q3 25 | 2.8% | 2.2% | ||
| Q2 25 | 6.1% | 2.1% | ||
| Q1 25 | 6.3% | 2.1% | ||
| Q4 24 | 6.7% | — | ||
| Q3 24 | 7.2% | 3.6% | ||
| Q2 24 | 3.3% | 2.9% |
| Q1 26 | — | 1.96× | ||
| Q4 25 | 1.35× | 3.33× | ||
| Q3 25 | 3.03× | 2.68× | ||
| Q2 25 | 1.15× | 3.01× | ||
| Q1 25 | 1.39× | 2.20× | ||
| Q4 24 | 0.76× | — | ||
| Q3 24 | 1.48× | 14.56× | ||
| Q2 24 | 1.82× | — |
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
AMPH
| Other Products | $62.4M | 34% |
| Baqsimi | $46.7M | 26% |
| Primatenemist | $27.9M | 15% |
| Epinephrine | $17.1M | 9% |
| Lidocaine | $14.9M | 8% |
| Glucagon | $14.1M | 8% |
WAY
| Subscription | $172.2M | 55% |
| Volume-based | $139.5M | 44% |
