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AMERICAN WOODMARK CORP(AMWD)とUSA Compression Partners, LP(USAC)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
AMERICAN WOODMARK CORPの直近四半期売上が大きい($394.6M vs $252.5M、USA Compression Partners, LPの約1.6倍)。USA Compression Partners, LPの純利益率が高く(11.0% vs 1.5%、差は9.4%)。USA Compression Partners, LPの前年同期比売上増加率が高い(2.7% vs -12.8%)。USA Compression Partners, LPの直近四半期フリーキャッシュフローが多い($87.7M vs $638.0K)。過去8四半期でUSA Compression Partners, LPの売上複合成長率が高い(4.9% vs -3.3%)
アメリカン・ウッドマーク社はキッチン・バスルーム用キャビネットの製造メーカーで、本社はバージニア州ウィンチェスターに置かれています。同社は全米各地に複数の生産拠点とサービスセンターを展開しており、生産拠点はアリゾナ、ジョージアなど8州に分布し、サービスセンターは全米各地に設置されています。
USA Compression Partners, LPは米国に本拠を置く天然ガス圧縮サービスプロバイダーであり、石油・ガス業界の上流・中流・下流分野の顧客向けに、カスタム圧縮システム、保守サービス、運用支援を提供し、天然ガスの生産・加工・輸送の効率化を支えています。
AMWD vs USAC — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | ||
|---|---|---|
| 売上 | $394.6M | $252.5M |
| 純利益 | $6.1M | $27.8M |
| 粗利率 | 15.2% | — |
| 営業利益率 | 3.1% | 30.3% |
| 純利益率 | 1.5% | 11.0% |
| 売上前年比 | -12.8% | 2.7% |
| 純利益前年比 | -78.0% | 9.1% |
| EPS(希薄化後) | $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
| Q4 25 | $394.6M | $252.5M | ||
| Q3 25 | $403.0M | $250.3M | ||
| Q2 25 | $400.4M | $250.1M | ||
| Q1 25 | $397.6M | $245.2M | ||
| Q4 24 | $452.5M | $245.9M | ||
| Q3 24 | $459.1M | $240.0M | ||
| Q2 24 | $453.3M | $235.3M | ||
| Q1 24 | $422.1M | $229.3M |
| Q4 25 | $6.1M | $27.8M | ||
| Q3 25 | $14.6M | $34.5M | ||
| Q2 25 | $25.6M | $28.6M | ||
| Q1 25 | $16.6M | $20.5M | ||
| Q4 24 | $27.7M | $25.4M | ||
| Q3 24 | $29.6M | $19.3M | ||
| Q2 24 | $26.8M | $31.2M | ||
| Q1 24 | $21.2M | $23.6M |
| Q4 25 | 15.2% | — | ||
| Q3 25 | 16.7% | — | ||
| Q2 25 | 17.0% | — | ||
| Q1 25 | 15.0% | — | ||
| Q4 24 | 18.9% | — | ||
| Q3 24 | 20.2% | — | ||
| Q2 24 | 18.6% | — | ||
| Q1 24 | 19.2% | — |
| Q4 25 | 3.1% | 30.3% | ||
| Q3 25 | 5.0% | 33.5% | ||
| Q2 25 | 7.4% | 30.6% | ||
| Q1 25 | 5.3% | 28.3% | ||
| Q4 24 | 9.4% | 30.3% | ||
| Q3 24 | 10.2% | 31.5% | ||
| Q2 24 | 8.4% | 32.9% | ||
| Q1 24 | 6.6% | 29.2% |
| Q4 25 | 1.5% | 11.0% | ||
| Q3 25 | 3.6% | 13.8% | ||
| Q2 25 | 6.4% | 11.4% | ||
| Q1 25 | 4.2% | 8.4% | ||
| Q4 24 | 6.1% | 10.3% | ||
| Q3 24 | 6.5% | 8.1% | ||
| Q2 24 | 5.9% | 13.3% | ||
| Q1 24 | 5.0% | 10.3% |
| Q4 25 | $0.42 | — | ||
| Q3 25 | $1.00 | — | ||
| Q2 25 | $1.73 | — | ||
| Q1 25 | $1.09 | — | ||
| Q4 24 | $1.79 | — | ||
| Q3 24 | $1.89 | — | ||
| Q2 24 | $1.70 | — | ||
| Q1 24 | $1.32 | — |
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 | $52.1M | $8.6M |
| 総負債低いほど良い | $363.3M | $2.5B |
| 株主資本純資産 | $928.2M | — |
| 総資産 | $1.6B | $2.6B |
| 負債/資本比率低いほどレバレッジが低い | 0.39× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $52.1M | $8.6M | ||
| Q3 25 | $54.9M | — | ||
| Q2 25 | $48.2M | $2.0K | ||
| Q1 25 | $43.5M | $2.0K | ||
| Q4 24 | $56.7M | $14.0K | ||
| Q3 24 | $89.3M | $79.0K | ||
| Q2 24 | $87.4M | $9.0K | ||
| Q1 24 | $97.8M | $8.0K |
| Q4 25 | $363.3M | $2.5B | ||
| Q3 25 | $364.8M | $2.5B | ||
| Q2 25 | $365.8M | $2.5B | ||
| Q1 25 | $367.3M | $2.5B | ||
| Q4 24 | $368.0M | $2.5B | ||
| Q3 24 | $372.2M | $2.5B | ||
| Q2 24 | $371.8M | $2.5B | ||
| Q1 24 | $371.3M | $2.5B |
| Q4 25 | $928.2M | — | ||
| Q3 25 | $920.3M | — | ||
| Q2 25 | $916.0M | — | ||
| Q1 25 | $919.6M | — | ||
| Q4 24 | $915.1M | — | ||
| Q3 24 | $913.8M | — | ||
| Q2 24 | $910.4M | — | ||
| Q1 24 | $896.9M | — |
| Q4 25 | $1.6B | $2.6B | ||
| Q3 25 | $1.6B | $2.7B | ||
| Q2 25 | $1.6B | $2.7B | ||
| Q1 25 | $1.6B | $2.7B | ||
| Q4 24 | $1.6B | $2.7B | ||
| Q3 24 | $1.6B | $2.8B | ||
| Q2 24 | $1.6B | $2.8B | ||
| Q1 24 | $1.6B | $2.8B |
| Q4 25 | 0.39× | — | ||
| Q3 25 | 0.40× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.40× | — | ||
| Q4 24 | 0.40× | — | ||
| Q3 24 | 0.41× | — | ||
| Q2 24 | 0.41× | — | ||
| Q1 24 | 0.41× | — |
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 | $11.2M | $139.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $638.0K | $87.7M |
| FCFマージンFCF / 売上 | 0.2% | 34.8% |
| 設備投資強度設備投資 / 売上 | 2.7% | 20.5% |
| キャッシュ転換率営業CF / 純利益 | 1.83× | 5.02× |
| 直近12ヶ月FCF直近4四半期 | $64.0M | $277.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $11.2M | $139.5M | ||
| Q3 25 | $33.1M | $75.9M | ||
| Q2 25 | $44.8M | $124.2M | ||
| Q1 25 | $11.0M | $54.7M | ||
| Q4 24 | $11.9M | $130.2M | ||
| Q3 24 | $40.8M | $48.5M | ||
| Q2 24 | $43.3M | $96.7M | ||
| Q1 24 | $43.7M | $65.9M |
| Q4 25 | $638.0K | $87.7M | ||
| Q3 25 | $25.3M | $51.9M | ||
| Q2 25 | $35.8M | $101.1M | ||
| Q1 25 | $2.3M | $36.3M | ||
| Q4 24 | $1.1M | $101.2M | ||
| Q3 24 | $29.5M | $19.8M | ||
| Q2 24 | $7.2M | $48.2M | ||
| Q1 24 | $22.1M | $-32.7M |
| Q4 25 | 0.2% | 34.8% | ||
| Q3 25 | 6.3% | 20.7% | ||
| Q2 25 | 8.9% | 40.4% | ||
| Q1 25 | 0.6% | 14.8% | ||
| Q4 24 | 0.2% | 41.1% | ||
| Q3 24 | 6.4% | 8.2% | ||
| Q2 24 | 1.6% | 20.5% | ||
| Q1 24 | 5.2% | -14.3% |
| Q4 25 | 2.7% | 20.5% | ||
| Q3 25 | 1.9% | 9.6% | ||
| Q2 25 | 2.2% | 9.3% | ||
| Q1 25 | 2.2% | 7.5% | ||
| Q4 24 | 2.4% | 11.8% | ||
| Q3 24 | 2.5% | 12.0% | ||
| Q2 24 | 8.0% | 20.6% | ||
| Q1 24 | 5.1% | 43.0% |
| Q4 25 | 1.83× | 5.02× | ||
| Q3 25 | 2.27× | 2.20× | ||
| Q2 25 | 1.75× | 4.35× | ||
| Q1 25 | 0.66× | 2.66× | ||
| Q4 24 | 0.43× | 5.12× | ||
| Q3 24 | 1.38× | 2.51× | ||
| Q2 24 | 1.62× | 3.10× | ||
| Q1 24 | 2.06× | 2.80× |
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
AMWD
| Home Center Retailers | $166.7M | 42% |
| Builders | $164.7M | 42% |
| Independent Dealersand Distributors | $63.2M | 16% |
USAC
| Revenue From Contract Operations Excluding Revenue From Related Party | $231.7M | 92% |
| Entities Affiliated With Energy Transfer LP | $16.6M | 7% |
| Transferred At Point In Time | $5.4M | 2% |