vs
エー・オー・スミス（AOS）とVontier Corp（VNT）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
エー・オー・スミスの直近四半期売上が大きい（$912.5M vs $808.5M、Vontier Corpの約1.1倍）。Vontier Corpの純利益率が高く（15.3% vs 13.7%、差は1.5%）。Vontier Corpの前年同期比売上増加率が高い（4.1% vs 0.0%）。Vontier Corpの直近四半期フリーキャッシュフローが多い（$174.8M vs $165.5M）。過去8四半期でVontier Corpの売上複合成長率が高い（3.4% vs -3.4%）
A・O・スミスコーポレーションは米国発祥の住宅用・業務用給湯器とボイラーのメーカーで、北米で最大規模の給湯器製造・販売企業です。アジア市場では水処理・浄水製品も提供しており、世界に27拠点を持ち、北米に5か所の製造施設、インド・バンガロール、中国・南京、オランダ・フェルトホーフェンにも工場を構えています。
Vontierコーポレーションは米国ノースカロライナ州ローリーに本社を置く産業製造企業で、Gilbarco Veeder-Root、Matco Tools、Teletrac Navmanといったブランドを所有し、子会社にHennessy Industries、Gasboy、Global Traffic Technologies（GTT）などがあります。
AOS vs VNT — 直接比較
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $912.5M | $808.5M |
| 純利益 | $125.4M | $123.5M |
| 粗利率 | 38.4% | — |
| 営業利益率 | 17.9% | 18.9% |
| 純利益率 | 13.7% | 15.3% |
| 売上前年比 | 0.0% | 4.1% |
| 純利益前年比 | 14.3% | 0.0% |
| EPS（希薄化後） | $0.89 | $0.85 |
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 | $912.5M | $808.5M | ||
| Q3 25 | $942.5M | $752.5M | ||
| Q2 25 | $1.0B | $773.5M | ||
| Q1 25 | $963.9M | $741.1M | ||
| Q4 24 | $912.4M | $776.8M | ||
| Q3 24 | $902.6M | $750.0M | ||
| Q2 24 | $1.0B | $696.4M | ||
| Q1 24 | $978.8M | $755.8M |
| Q4 25 | $125.4M | $123.5M | ||
| Q3 25 | $132.0M | $102.8M | ||
| Q2 25 | $152.2M | $91.9M | ||
| Q1 25 | $136.6M | $87.9M | ||
| Q4 24 | $109.7M | $123.5M | ||
| Q3 24 | $120.1M | $91.8M | ||
| Q2 24 | $156.2M | $70.1M | ||
| Q1 24 | $147.6M | $136.8M |
| Q4 25 | 38.4% | — | ||
| Q3 25 | 38.7% | 47.3% | ||
| Q2 25 | 39.3% | 47.9% | ||
| Q1 25 | 38.9% | 47.3% | ||
| Q4 24 | 37.1% | — | ||
| Q3 24 | 37.4% | 47.2% | ||
| Q2 24 | 38.7% | 48.2% | ||
| Q1 24 | 39.3% | 49.2% |
| Q4 25 | 17.9% | 18.9% | ||
| Q3 25 | 18.6% | 18.9% | ||
| Q2 25 | 20.4% | 17.6% | ||
| Q1 25 | 19.1% | 17.6% | ||
| Q4 24 | 10.1% | 19.2% | ||
| Q3 24 | 19.5% | 17.5% | ||
| Q2 24 | 21.9% | 16.4% | ||
| Q1 24 | 22.0% | 18.8% |
| Q4 25 | 13.7% | 15.3% | ||
| Q3 25 | 14.0% | 13.7% | ||
| Q2 25 | 15.0% | 11.9% | ||
| Q1 25 | 14.2% | 11.9% | ||
| Q4 24 | 12.0% | 15.9% | ||
| Q3 24 | 13.3% | 12.2% | ||
| Q2 24 | 15.2% | 10.1% | ||
| Q1 24 | 15.1% | 18.1% |
| Q4 25 | $0.89 | $0.85 | ||
| Q3 25 | $0.94 | $0.70 | ||
| Q2 25 | $1.07 | $0.62 | ||
| Q1 25 | $0.95 | $0.59 | ||
| Q4 24 | $0.75 | $0.82 | ||
| Q3 24 | $0.82 | $0.60 | ||
| Q2 24 | $1.06 | $0.45 | ||
| Q1 24 | $1.00 | $0.88 |
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 | $193.2M | $492.2M |
| 総負債低いほど良い | $155.0M | — |
| 株主資本純資産 | $1.9B | $1.2B |
| 総資産 | $3.1B | $4.4B |
| 負債/資本比率低いほどレバレッジが低い | 0.08× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $193.2M | $492.2M | ||
| Q3 25 | $172.8M | $433.8M | ||
| Q2 25 | $177.9M | $364.2M | ||
| Q1 25 | $200.2M | $333.6M | ||
| Q4 24 | $276.1M | $356.4M | ||
| Q3 24 | $255.6M | $330.9M | ||
| Q2 24 | $233.3M | $331.3M | ||
| Q1 24 | $303.1M | $406.0M |
| Q4 25 | $155.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $193.2M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.9B | $1.2B | ||
| Q3 25 | $1.8B | $1.2B | ||
| Q2 25 | $1.8B | $1.2B | ||
| Q1 25 | $1.9B | $1.1B | ||
| Q4 24 | $1.9B | $1.1B | ||
| Q3 24 | $1.9B | $1.0B | ||
| Q2 24 | $1.9B | $1.0B | ||
| Q1 24 | $1.9B | $984.9M |
| Q4 25 | $3.1B | $4.4B | ||
| Q3 25 | $3.2B | $4.4B | ||
| Q2 25 | $3.2B | $4.4B | ||
| Q1 25 | $3.3B | $4.3B | ||
| Q4 24 | $3.2B | $4.3B | ||
| Q3 24 | $3.2B | $4.3B | ||
| Q2 24 | $3.2B | $4.2B | ||
| Q1 24 | $3.2B | $4.3B |
| Q4 25 | 0.08× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.10× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $183.1M | $190.1M |
| フリーキャッシュフロー営業CF - 設備投資 | $165.5M | $174.8M |
| FCFマージンFCF / 売上 | 18.1% | 21.6% |
| 設備投資強度設備投資 / 売上 | 1.9% | 1.9% |
| キャッシュ転換率営業CF / 純利益 | 1.46× | 1.54× |
| 直近12ヶ月FCF直近4四半期 | $546.0M | $441.1M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $183.1M | $190.1M | ||
| Q3 25 | $255.4M | $110.5M | ||
| Q2 25 | $139.6M | $100.0M | ||
| Q1 25 | $38.7M | $110.4M | ||
| Q4 24 | $221.9M | $168.1M | ||
| Q3 24 | $195.9M | $121.8M | ||
| Q2 24 | $57.4M | $46.1M | ||
| Q1 24 | $106.6M | $91.5M |
| Q4 25 | $165.5M | $174.8M | ||
| Q3 25 | $240.6M | $90.3M | ||
| Q2 25 | $122.5M | $83.3M | ||
| Q1 25 | $17.4M | $92.7M | ||
| Q4 24 | $191.3M | $148.0M | ||
| Q3 24 | $163.4M | $103.2M | ||
| Q2 24 | $34.5M | $22.3M | ||
| Q1 24 | $84.6M | $71.3M |
| Q4 25 | 18.1% | 21.6% | ||
| Q3 25 | 25.5% | 12.0% | ||
| Q2 25 | 12.1% | 10.8% | ||
| Q1 25 | 1.8% | 12.5% | ||
| Q4 24 | 21.0% | 19.1% | ||
| Q3 24 | 18.1% | 13.8% | ||
| Q2 24 | 3.4% | 3.2% | ||
| Q1 24 | 8.6% | 9.4% |
| Q4 25 | 1.9% | 1.9% | ||
| Q3 25 | 1.6% | 2.7% | ||
| Q2 25 | 1.7% | 2.2% | ||
| Q1 25 | 2.2% | 2.4% | ||
| Q4 24 | 3.4% | 2.6% | ||
| Q3 24 | 3.6% | 2.5% | ||
| Q2 24 | 2.2% | 3.4% | ||
| Q1 24 | 2.2% | 2.7% |
| Q4 25 | 1.46× | 1.54× | ||
| Q3 25 | 1.93× | 1.07× | ||
| Q2 25 | 0.92× | 1.09× | ||
| Q1 25 | 0.28× | 1.26× | ||
| Q4 24 | 2.02× | 1.36× | ||
| Q3 24 | 1.63× | 1.33× | ||
| Q2 24 | 0.37× | 0.66× | ||
| Q1 24 | 0.72× | 0.67× |
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
AOS
| North America Segment | $713.7M | 78% |
| Rest Of World | $158.3M | 17% |
| Other | $40.5M | 4% |
VNT
| Environmental Fueling Solutions Segment | $387.5M | 48% |
| Services | $191.0M | 24% |
| Repair Solutions Segment | $144.5M | 18% |
| Other | $85.5M | 11% |
