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アバクロンビー&フィッチ(ANF)とIES Holdings, Inc.(IESC)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
アバクロンビー&フィッチの直近四半期売上が大きい($1.3B vs $871.0M、IES Holdings, Inc.の約1.5倍)。IES Holdings, Inc.の純利益率が高く(10.5% vs 8.8%、差は1.8%)。IES Holdings, Inc.の前年同期比売上増加率が高い(16.2% vs 6.8%)。アバクロンビー&フィッチの直近四半期フリーキャッシュフローが多い($131.8M vs $-18.9M)。過去8四半期でIES Holdings, Inc.の売上複合成長率が高い(11.1% vs -5.8%)
アバクロンビー&フィッチ(A&F)は1892年創業の米国ライフスタイル小売企業で、20代前半から40代半ばを対象に現代的な衣料品を展開しています。本社はオハイオ州ニューアルバニーにあり、傘下にアバクロンビーキッズ、ユア・パーソナル・ベスト、ホリスター、ギリーヒックスの4ブランドを保有し、直営店舗数は全体で780店以上に上ります。
IES Holdings, Inc.は旧社名Integrated Electrical Services, Inc.で、統合電気・技術システムの設計・設置を手がけるほか、データセンター、住宅、商業施設・工業施設など多様な末端市場向けにインフラ関連製品・サービスを提供している。
ANF vs IESC — 直接比較
損益計算書 — Q3 FY2026 vs Q1 FY2026
| 指標 | ||
|---|---|---|
| 売上 | $1.3B | $871.0M |
| 純利益 | $113.0M | $91.8M |
| 粗利率 | 62.5% | 25.3% |
| 営業利益率 | 12.0% | 11.2% |
| 純利益率 | 8.8% | 10.5% |
| 売上前年比 | 6.8% | 16.2% |
| 純利益前年比 | -14.4% | 59.1% |
| EPS(希薄化後) | $2.36 | $4.51 |
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 | $1.3B | $871.0M | ||
| Q3 25 | $1.2B | $897.8M | ||
| Q2 25 | $1.1B | $890.2M | ||
| Q1 25 | $1.6B | $834.0M | ||
| Q4 24 | $1.2B | $749.5M | ||
| Q3 24 | $1.1B | $775.8M | ||
| Q2 24 | $1.0B | $768.4M | ||
| Q1 24 | $1.5B | $705.7M |
| Q4 25 | $113.0M | $91.8M | ||
| Q3 25 | $141.4M | $102.3M | ||
| Q2 25 | $80.4M | $79.3M | ||
| Q1 25 | $187.2M | $72.6M | ||
| Q4 24 | $132.0M | $57.7M | ||
| Q3 24 | $133.2M | $65.5M | ||
| Q2 24 | $113.8M | $66.6M | ||
| Q1 24 | $158.4M | $56.8M |
| Q4 25 | 62.5% | 25.3% | ||
| Q3 25 | 62.6% | 26.0% | ||
| Q2 25 | 62.0% | 26.9% | ||
| Q1 25 | — | 25.0% | ||
| Q4 24 | 65.1% | 23.8% | ||
| Q3 24 | 64.9% | 24.0% | ||
| Q2 24 | 66.4% | 25.3% | ||
| Q1 24 | 62.9% | 24.3% |
| Q4 25 | 12.0% | 11.2% | ||
| Q3 25 | 17.1% | 11.6% | ||
| Q2 25 | 9.3% | 12.6% | ||
| Q1 25 | 16.2% | 11.1% | ||
| Q4 24 | 14.8% | 10.0% | ||
| Q3 24 | 15.5% | 9.7% | ||
| Q2 24 | 12.7% | 11.7% | ||
| Q1 24 | 15.3% | 11.0% |
| Q4 25 | 8.8% | 10.5% | ||
| Q3 25 | 11.7% | 11.4% | ||
| Q2 25 | 7.3% | 8.9% | ||
| Q1 25 | 11.8% | 8.7% | ||
| Q4 24 | 10.9% | 7.7% | ||
| Q3 24 | 11.7% | 8.4% | ||
| Q2 24 | 11.2% | 8.7% | ||
| Q1 24 | 10.9% | 8.0% |
| Q4 25 | $2.36 | $4.51 | ||
| Q3 25 | $2.91 | $4.99 | ||
| Q2 25 | $1.59 | $3.81 | ||
| Q1 25 | $3.55 | $3.50 | ||
| Q4 24 | $2.50 | $2.72 | ||
| Q3 24 | $2.50 | $3.06 | ||
| Q2 24 | $2.14 | $2.67 | ||
| Q1 24 | $2.97 | $2.29 |
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 | $631.0M | $258.7M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.3B | $961.1M |
| 総資産 | $3.5B | $1.7B |
| 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 | $631.0M | $258.7M | ||
| Q3 25 | $603.5M | $231.8M | ||
| Q2 25 | $607.6M | $168.3M | ||
| Q1 25 | $888.9M | $88.3M | ||
| Q4 24 | $738.9M | $112.0M | ||
| Q3 24 | $738.4M | $135.8M | ||
| Q2 24 | $864.2M | $44.9M | ||
| Q1 24 | $900.9M | $106.0M |
| Q4 25 | $1.3B | $961.1M | ||
| Q3 25 | $1.3B | $884.0M | ||
| Q2 25 | $1.2B | $781.4M | ||
| Q1 25 | $1.3B | $705.8M | ||
| Q4 24 | $1.2B | $652.4M | ||
| Q3 24 | $1.2B | $611.1M | ||
| Q2 24 | $1.1B | $567.5M | ||
| Q1 24 | $1.0B | $534.8M |
| Q4 25 | $3.5B | $1.7B | ||
| Q3 25 | $3.3B | $1.6B | ||
| Q2 25 | $3.1B | $1.5B | ||
| Q1 25 | $3.3B | $1.4B | ||
| Q4 24 | $3.3B | $1.3B | ||
| Q3 24 | $3.0B | $1.2B | ||
| Q2 24 | $3.0B | $1.2B | ||
| Q1 24 | $3.0B | $1.1B |
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 | $200.1M | $27.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $131.8M | $-18.9M |
| FCFマージンFCF / 売上 | 10.2% | -2.2% |
| 設備投資強度設備投資 / 売上 | 5.3% | 5.3% |
| キャッシュ転換率営業CF / 純利益 | 1.77× | 0.30× |
| 直近12ヶ月FCF直近4四半期 | $384.5M | $175.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $200.1M | $27.7M | ||
| Q3 25 | $116.9M | $132.0M | ||
| Q2 25 | $-4.0M | $92.0M | ||
| Q1 25 | $307.6M | $24.8M | ||
| Q4 24 | $142.6M | $37.3M | ||
| Q3 24 | $165.1M | $92.8M | ||
| Q2 24 | $95.0M | $82.9M | ||
| Q1 24 | $303.3M | $33.7M |
| Q4 25 | $131.8M | $-18.9M | ||
| Q3 25 | $50.7M | $112.0M | ||
| Q2 25 | $-54.8M | $74.8M | ||
| Q1 25 | $256.8M | $7.9M | ||
| Q4 24 | $92.2M | $24.1M | ||
| Q3 24 | $122.3M | $78.5M | ||
| Q2 24 | $56.1M | $65.4M | ||
| Q1 24 | $274.1M | $26.9M |
| Q4 25 | 10.2% | -2.2% | ||
| Q3 25 | 4.2% | 12.5% | ||
| Q2 25 | -5.0% | 8.4% | ||
| Q1 25 | 16.2% | 0.9% | ||
| Q4 24 | 7.6% | 3.2% | ||
| Q3 24 | 10.8% | 10.1% | ||
| Q2 24 | 5.5% | 8.5% | ||
| Q1 24 | 18.9% | 3.8% |
| Q4 25 | 5.3% | 5.3% | ||
| Q3 25 | 5.5% | 2.2% | ||
| Q2 25 | 4.6% | 1.9% | ||
| Q1 25 | 3.2% | 2.0% | ||
| Q4 24 | 4.2% | 1.8% | ||
| Q3 24 | 3.8% | 1.8% | ||
| Q2 24 | 3.8% | 2.3% | ||
| Q1 24 | 2.0% | 1.0% |
| Q4 25 | 1.77× | 0.30× | ||
| Q3 25 | 0.83× | 1.29× | ||
| Q2 25 | -0.05× | 1.16× | ||
| Q1 25 | 1.64× | 0.34× | ||
| Q4 24 | 1.08× | 0.65× | ||
| Q3 24 | 1.24× | 1.42× | ||
| Q2 24 | 0.83× | 1.24× | ||
| Q1 24 | 1.91× | 0.59× |
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
ANF
| Hollister | $673.3M | 52% |
| Abercrombie | $617.3M | 48% |
| Gift Card | $25.7M | 2% |
| Royalty | $19.5M | 2% |
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |