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Amneal Pharmaceuticals, Inc.（AMRX）とMonolithic Power Systems（MPWR）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
Amneal Pharmaceuticals, Inc.の直近四半期売上が大きい（$814.3M vs $751.2M、Monolithic Power Systemsの約1.1倍）。Monolithic Power Systemsの純利益率が高く（22.9% vs 4.3%、差は18.5%）。Monolithic Power Systemsの前年同期比売上増加率が高い（20.8% vs 11.5%）。Amneal Pharmaceuticals, Inc.の直近四半期フリーキャッシュフローが多い（$108.5M vs $63.9M）。過去8四半期でMonolithic Power Systemsの売上複合成長率が高い（28.1% vs 11.1%）
アムニールファーマシューティカルズは米国の上場製薬企業で、後発医薬品と専門医薬品の開発・製造・流通を事業の柱としています。本社はニュージャージー州ブリッジウォーターに位置し、米国最大級の後発医薬品メーカーの1つです。
モノリシックパワーシステムズ（略称MPS）は米国の上場企業で、本社をワシントン州カークランドに置き、高性能電源管理向け半導体の開発・製造・販売を主力事業としています。現在世界15カ所以上に拠点を設け、世界各地の顧客にサービスを提供しています。
AMRX vs MPWR — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $814.3M | $751.2M |
| 純利益 | $35.1M | $171.7M |
| 粗利率 | 36.5% | 55.2% |
| 営業利益率 | 13.8% | 26.6% |
| 純利益率 | 4.3% | 22.9% |
| 売上前年比 | 11.5% | 20.8% |
| 純利益前年比 | 212.9% | -86.3% |
| EPS（希薄化後） | $0.10 | $3.50 |
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 | $814.3M | $751.2M | ||
| Q3 25 | $784.5M | $737.2M | ||
| Q2 25 | $724.5M | $664.6M | ||
| Q1 25 | $695.4M | $637.6M | ||
| Q4 24 | $730.5M | $621.7M | ||
| Q3 24 | $702.5M | $620.1M | ||
| Q2 24 | $701.8M | $507.4M | ||
| Q1 24 | $659.2M | $457.9M |
| Q4 25 | $35.1M | $171.7M | ||
| Q3 25 | $2.4M | $179.8M | ||
| Q2 25 | $22.4M | $135.0M | ||
| Q1 25 | $12.2M | $135.1M | ||
| Q4 24 | $-31.1M | $1.3B | ||
| Q3 24 | $-156.0K | $144.4M | ||
| Q2 24 | $6.0M | $100.4M | ||
| Q1 24 | $-91.6M | $92.5M |
| Q4 25 | 36.5% | 55.2% | ||
| Q3 25 | 34.9% | 55.1% | ||
| Q2 25 | 39.5% | 55.1% | ||
| Q1 25 | 36.8% | 55.4% | ||
| Q4 24 | 36.0% | 55.4% | ||
| Q3 24 | 38.4% | 55.4% | ||
| Q2 24 | 35.6% | 55.3% | ||
| Q1 24 | 36.1% | 55.1% |
| Q4 25 | 13.8% | 26.6% | ||
| Q3 25 | 9.0% | 26.5% | ||
| Q2 25 | 15.4% | 24.8% | ||
| Q1 25 | 14.4% | 26.5% | ||
| Q4 24 | 10.4% | 26.3% | ||
| Q3 24 | 12.6% | 26.5% | ||
| Q2 24 | 13.6% | 23.0% | ||
| Q1 24 | -1.6% | 20.9% |
| Q4 25 | 4.3% | 22.9% | ||
| Q3 25 | 0.3% | 24.4% | ||
| Q2 25 | 3.1% | 20.3% | ||
| Q1 25 | 1.8% | 21.2% | ||
| Q4 24 | -4.3% | 201.8% | ||
| Q3 24 | -0.0% | 23.3% | ||
| Q2 24 | 0.9% | 19.8% | ||
| Q1 24 | -13.9% | 20.2% |
| Q4 25 | $0.10 | $3.50 | ||
| Q3 25 | $0.01 | $3.74 | ||
| Q2 25 | $0.07 | $2.81 | ||
| Q1 25 | $0.04 | $2.81 | ||
| Q4 24 | $-0.10 | $25.71 | ||
| Q3 24 | $0.00 | $2.95 | ||
| Q2 24 | $0.02 | $2.05 | ||
| Q1 24 | $-0.30 | $1.89 |
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 | $282.0M | $1.3B |
| 総負債低いほど良い | $2.6B | — |
| 株主資本純資産 | $-70.8M | $3.5B |
| 総資産 | $3.7B | $4.2B |
| 負債/資本比率低いほどレバレッジが低い | — | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $282.0M | $1.3B | ||
| Q3 25 | $201.2M | $1.3B | ||
| Q2 25 | $71.5M | $1.1B | ||
| Q1 25 | $59.2M | $1.0B | ||
| Q4 24 | $110.6M | $862.9M | ||
| Q3 24 | $74.0M | $1.5B | ||
| Q2 24 | $43.8M | $1.3B | ||
| Q1 24 | $46.5M | $1.3B |
| Q4 25 | $2.6B | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.4B | — |
| Q4 25 | $-70.8M | $3.5B | ||
| Q3 25 | $-109.5M | $3.4B | ||
| Q2 25 | $-112.1M | $3.2B | ||
| Q1 25 | $-131.7M | $3.1B | ||
| Q4 24 | $-109.3M | $3.0B | ||
| Q3 24 | $-93.4M | $2.4B | ||
| Q2 24 | $-57.5M | $2.2B | ||
| Q1 24 | $-63.7M | $2.1B |
| Q4 25 | $3.7B | $4.2B | ||
| Q3 25 | $3.6B | $4.1B | ||
| Q2 25 | $3.4B | $3.9B | ||
| Q1 25 | $3.4B | $3.7B | ||
| Q4 24 | $3.5B | $3.5B | ||
| Q3 24 | $3.5B | $2.9B | ||
| Q2 24 | $3.5B | $2.6B | ||
| Q1 24 | $3.5B | $2.6B |
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 | $130.3M | $104.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $108.5M | $63.9M |
| FCFマージンFCF / 売上 | 13.3% | 8.5% |
| 設備投資強度設備投資 / 売上 | 2.7% | 5.5% |
| キャッシュ転換率営業CF / 純利益 | 3.72× | 0.61× |
| 直近12ヶ月FCF直近4四半期 | $269.9M | $666.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $130.3M | $104.9M | ||
| Q3 25 | $118.5M | $239.3M | ||
| Q2 25 | $83.8M | $237.6M | ||
| Q1 25 | $7.4M | $256.4M | ||
| Q4 24 | $118.1M | $167.7M | ||
| Q3 24 | $141.8M | $231.7M | ||
| Q2 24 | $39.7M | $141.0M | ||
| Q1 24 | $-4.4M | $248.1M |
| Q4 25 | $108.5M | $63.9M | ||
| Q3 25 | $106.2M | $196.8M | ||
| Q2 25 | $61.0M | $189.5M | ||
| Q1 25 | $-5.8M | $216.0M | ||
| Q4 24 | $102.9M | $102.9M | ||
| Q3 24 | $124.8M | $197.9M | ||
| Q2 24 | $29.0M | $109.5M | ||
| Q1 24 | $-13.6M | $232.1M |
| Q4 25 | 13.3% | 8.5% | ||
| Q3 25 | 13.5% | 26.7% | ||
| Q2 25 | 8.4% | 28.5% | ||
| Q1 25 | -0.8% | 33.9% | ||
| Q4 24 | 14.1% | 16.5% | ||
| Q3 24 | 17.8% | 31.9% | ||
| Q2 24 | 4.1% | 21.6% | ||
| Q1 24 | -2.1% | 50.7% |
| Q4 25 | 2.7% | 5.5% | ||
| Q3 25 | 1.6% | 5.8% | ||
| Q2 25 | 3.2% | 7.2% | ||
| Q1 25 | 1.9% | 6.3% | ||
| Q4 24 | 2.1% | 10.4% | ||
| Q3 24 | 2.4% | 5.5% | ||
| Q2 24 | 1.5% | 6.2% | ||
| Q1 24 | 1.4% | 3.5% |
| Q4 25 | 3.72× | 0.61× | ||
| Q3 25 | 50.00× | 1.33× | ||
| Q2 25 | 3.74× | 1.76× | ||
| Q1 25 | 0.61× | 1.90× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 1.60× | ||
| Q2 24 | 6.62× | 1.40× | ||
| Q1 24 | — | 2.68× |
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
AMRX
| Oral Solid | $188.7M | 23% |
| Distribution Service | $107.7M | 13% |
| Central Nervous System | $104.8M | 13% |
| Government Label | $86.8M | 11% |
| Other Dosage Forms | $68.2M | 8% |
| Transdermal | $56.1M | 7% |
| Hormonal Allergy | $47.6M | 6% |
| Ephinephrine Auto Injector | $39.1M | 5% |
| Injectable | $37.4M | 5% |
| Other | $33.6M | 4% |
| Biosimilar | $29.4M | 4% |
| Selling General And Administrative Expenses | $14.9M | 2% |
MPWR
セグメントデータなし
