vs
Archrock, Inc.（AROC）とENTERPRISE PRODUCTS PARTNERS L.P.（EPD）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
ENTERPRISE PRODUCTS PARTNERS L.P.の直近四半期売上が大きい（$13.8B vs $377.1M、Archrock, Inc.の約36.6倍）。Archrock, Inc.の純利益率が高く（31.0% vs 11.9%、差は19.0%）。Archrock, Inc.の前年同期比売上増加率が高い（15.5% vs -2.9%）。過去8四半期でArchrock, Inc.の売上複合成長率が高い（18.5% vs -3.3%）
Archrock, Inc. は主に北米の石油・ガス分野向けに天然ガス圧縮サービスと機器ソリューションを提供する大手企業で、コア事業には圧縮システムのレンタル、保守、アフターサポート、販売が含まれ、上流生産、中流輸送、天然ガス加工分野に対応しています。
エンタープライズ・プロダクツ・パートナーズLPは米国テキサス州ヒューストンに本社を置く中流エネルギー企業で、天然ガスと原油のパイプライン事業を中心に展開している。2004年9月にガルフテラを買収し、2018年の米国フォーチュン500で第105位にランクインし、ダン・ダンカンが2010年死去するまで同社の筆頭株主だった。
AROC vs EPD — 直接比較
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $377.1M | $13.8B |
| 純利益 | $116.8M | $1.6B |
| 粗利率 | 53.0% | 27.0% |
| 営業利益率 | 39.4% | 14.7% |
| 純利益率 | 31.0% | 11.9% |
| 売上前年比 | 15.5% | -2.9% |
| 純利益前年比 | 95.4% | 1.5% |
| EPS（希薄化後） | $0.67 | — |
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 | $377.1M | $13.8B | ||
| Q3 25 | $382.4M | $12.0B | ||
| Q2 25 | $383.2M | $11.4B | ||
| Q1 25 | $347.2M | $15.4B | ||
| Q4 24 | $326.4M | $14.2B | ||
| Q3 24 | $292.2M | $13.8B | ||
| Q2 24 | $270.5M | $13.5B | ||
| Q1 24 | $268.5M | $14.8B |
| Q4 25 | $116.8M | $1.6B | ||
| Q3 25 | $71.2M | $1.3B | ||
| Q2 25 | $63.4M | $1.4B | ||
| Q1 25 | $70.8M | $1.4B | ||
| Q4 24 | $59.8M | $1.6B | ||
| Q3 24 | $37.5M | $1.4B | ||
| Q2 24 | $34.4M | $1.4B | ||
| Q1 24 | $40.5M | $1.5B |
| Q4 25 | 53.0% | 27.0% | ||
| Q3 25 | 48.5% | 28.6% | ||
| Q2 25 | 45.4% | 30.5% | ||
| Q1 25 | 47.4% | 22.1% | ||
| Q4 24 | 46.3% | 25.3% | ||
| Q3 24 | 44.4% | 24.6% | ||
| Q2 24 | 41.5% | 24.5% | ||
| Q1 24 | 42.1% | 22.7% |
| Q4 25 | 39.4% | 14.7% | ||
| Q3 25 | 25.3% | 14.0% | ||
| Q2 25 | 22.5% | 15.8% | ||
| Q1 25 | 26.5% | 11.4% | ||
| Q4 24 | 24.0% | 13.9% | ||
| Q3 24 | 18.1% | 12.9% | ||
| Q2 24 | 17.6% | 13.1% | ||
| Q1 24 | 20.0% | 12.3% |
| Q4 25 | 31.0% | 11.9% | ||
| Q3 25 | 18.6% | 11.1% | ||
| Q2 25 | 16.6% | 12.6% | ||
| Q1 25 | 20.4% | 9.0% | ||
| Q4 24 | 18.3% | 11.4% | ||
| Q3 24 | 12.8% | 10.3% | ||
| Q2 24 | 12.7% | 10.4% | ||
| Q1 24 | 15.1% | 9.9% |
| Q4 25 | $0.67 | — | ||
| Q3 25 | $0.40 | — | ||
| Q2 25 | $0.36 | — | ||
| Q1 25 | $0.40 | — | ||
| Q4 24 | $0.35 | — | ||
| Q3 24 | $0.22 | — | ||
| Q2 24 | $0.22 | — | ||
| Q1 24 | $0.26 | — |
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 | $1.6M | $969.0M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.5B | — |
| 総資産 | $4.3B | $77.9B |
| 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 | $1.6M | $969.0M | ||
| Q3 25 | $4.1M | $206.0M | ||
| Q2 25 | $5.9M | $870.0M | ||
| Q1 25 | $4.8M | $220.0M | ||
| Q4 24 | $4.4M | $583.0M | ||
| Q3 24 | $3.7M | $1.4B | ||
| Q2 24 | $919.0K | $138.0M | ||
| Q1 24 | $1.2M | $283.0M |
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $894.5M | — | ||
| Q1 24 | $882.1M | — |
| Q4 25 | $4.3B | $77.9B | ||
| Q3 25 | $4.4B | $77.8B | ||
| Q2 25 | $4.4B | $77.4B | ||
| Q1 25 | $4.0B | $75.4B | ||
| Q4 24 | $3.8B | $77.2B | ||
| Q3 24 | $3.8B | $75.1B | ||
| Q2 24 | $2.7B | $73.6B | ||
| Q1 24 | $2.7B | $71.4B |
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 | $214.5M | $2.5B |
| フリーキャッシュフロー営業CF - 設備投資 | $126.7M | — |
| FCFマージンFCF / 売上 | 33.6% | — |
| 設備投資強度設備投資 / 売上 | 23.3% | — |
| キャッシュ転換率営業CF / 純利益 | 1.84× | 1.50× |
| 直近12ヶ月FCF直近4四半期 | $119.6M | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $214.5M | $2.5B | ||
| Q3 25 | $164.5M | $1.7B | ||
| Q2 25 | $127.5M | $2.1B | ||
| Q1 25 | $115.6M | $2.3B | ||
| Q4 24 | $124.3M | $2.4B | ||
| Q3 24 | $96.9M | $2.1B | ||
| Q2 24 | $70.7M | $1.6B | ||
| Q1 24 | $137.7M | $2.1B |
| Q4 25 | $126.7M | — | ||
| Q3 25 | $29.5M | — | ||
| Q2 25 | $16.0M | $762.0M | ||
| Q1 25 | $-52.5M | $1.3B | ||
| Q4 24 | $26.4M | $1.3B | ||
| Q3 24 | $26.9M | $898.0M | ||
| Q2 24 | $-20.6M | $310.0M | ||
| Q1 24 | $37.9M | $1.1B |
| Q4 25 | 33.6% | — | ||
| Q3 25 | 7.7% | — | ||
| Q2 25 | 4.2% | 6.7% | ||
| Q1 25 | -15.1% | 8.1% | ||
| Q4 24 | 8.1% | 9.1% | ||
| Q3 24 | 9.2% | 6.5% | ||
| Q2 24 | -7.6% | 2.3% | ||
| Q1 24 | 14.1% | 7.2% |
| Q4 25 | 23.3% | — | ||
| Q3 25 | 35.3% | — | ||
| Q2 25 | 29.1% | 11.4% | ||
| Q1 25 | 48.4% | 6.9% | ||
| Q4 24 | 30.0% | 7.5% | ||
| Q3 24 | 24.0% | 8.5% | ||
| Q2 24 | 33.7% | 9.4% | ||
| Q1 24 | 37.2% | 7.1% |
| Q4 25 | 1.84× | 1.50× | ||
| Q3 25 | 2.31× | 1.30× | ||
| Q2 25 | 2.01× | 1.44× | ||
| Q1 25 | 1.63× | 1.66× | ||
| Q4 24 | 2.08× | 1.46× | ||
| Q3 24 | 2.58× | 1.46× | ||
| Q2 24 | 2.05× | 1.12× | ||
| Q1 24 | 3.40× | 1.45× |
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
AROC
| Horsepower Group Three | $112.6M | 30% |
| Horsepower Group Two | $108.5M | 29% |
| Horsepower Group One | $105.9M | 28% |
| Services | $32.9M | 9% |
| Over Counter Parts And Component Sales | $17.0M | 5% |
| Transferred At Point In Time | $1.4M | 0% |
EPD
| Sales Of Crude Oil | $5.2B | 37% |
| Sales Of NG Ls And Related Products | $4.3B | 31% |
| Petrochemical And Refined Products Services | $2.3B | 17% |
| Oil And Gas Service | $740.0M | 5% |
| Sales Of Natural Gas | $462.0M | 3% |
| Transportation | $365.0M | 3% |
| Natural Gas Processing And Fractionation | $272.0M | 2% |
| Equity Method Investee | $14.0M | 0% |
