vs
Academy Sports & Outdoors, Inc.（ASO）とBrown & Brown（BRO）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
Brown & Brownの直近四半期売上が大きい（$1.6B vs $1.4B、Academy Sports & Outdoors, Inc.の約1.2倍）。Brown & Brownの純利益率が高く（16.5% vs 5.2%、差は11.3%）。Brown & Brownの前年同期比売上増加率が高い（35.8% vs 3.0%）。Brown & Brownの直近四半期フリーキャッシュフローが多い（$424.0M vs $-13.6M）。過去8四半期でBrown & Brownの売上複合成長率が高い（13.0% vs -12.2%）
Academy Sports & Outdoorsはアメリカの大手スポーツ・アウトドア用品小売チェーンで、本社はテキサス州ハリス郡に所在します。74年間にわたりゴックマン家が所有する非公開企業でしたが、2011年にKKRに買収され、2020年10月にナスダックに上場しました。
ブラウン&ブラウン社は米国フロリダ州デイトナビーチに本社を置く保険ブローカー企業で、米国最大級の独立系保険仲介業者の1つです。企業、政府機関、専門団体、業界団体、個人顧客にリスクマネジメントソリューション、保険商品及び関連サービスを提供しています。
ASO vs BRO — 直接比較
損益計算書 — Q3 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.4B | $1.6B |
| 純利益 | $71.6M | $265.0M |
| 粗利率 | 35.7% | — |
| 営業利益率 | 7.3% | — |
| 純利益率 | 5.2% | 16.5% |
| 売上前年比 | 3.0% | 35.8% |
| 純利益前年比 | 8.8% | 26.8% |
| EPS（希薄化後） | $1.05 | $0.55 |
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 | $1.4B | $1.6B | ||
| Q3 25 | $1.6B | $1.6B | ||
| Q2 25 | $1.4B | $1.3B | ||
| Q1 25 | $1.7B | $1.4B | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.5B | $1.2B | ||
| Q2 24 | $1.4B | $1.2B | ||
| Q1 24 | $1.8B | $1.3B |
| Q4 25 | $71.6M | $265.0M | ||
| Q3 25 | $125.4M | $227.0M | ||
| Q2 25 | $46.1M | $231.0M | ||
| Q1 25 | $133.6M | $331.0M | ||
| Q4 24 | $65.8M | $209.0M | ||
| Q3 24 | $142.6M | $234.0M | ||
| Q2 24 | $76.5M | $257.0M | ||
| Q1 24 | $168.2M | $293.0M |
| Q4 25 | 35.7% | — | ||
| Q3 25 | 36.0% | — | ||
| Q2 25 | 34.0% | — | ||
| Q1 25 | 32.2% | — | ||
| Q4 24 | 34.0% | — | ||
| Q3 24 | 36.1% | — | ||
| Q2 24 | 33.4% | — | ||
| Q1 24 | 33.3% | — |
| Q4 25 | 7.3% | — | ||
| Q3 25 | 10.8% | — | ||
| Q2 25 | 5.1% | — | ||
| Q1 25 | 9.2% | — | ||
| Q4 24 | 6.8% | 23.3% | ||
| Q3 24 | 12.3% | 26.7% | ||
| Q2 24 | 7.5% | 29.4% | ||
| Q1 24 | 11.4% | 28.9% |
| Q4 25 | 5.2% | 16.5% | ||
| Q3 25 | 7.8% | 14.1% | ||
| Q2 25 | 3.4% | 18.0% | ||
| Q1 25 | 8.0% | 23.6% | ||
| Q4 24 | 4.9% | 17.7% | ||
| Q3 24 | 9.2% | 19.7% | ||
| Q2 24 | 5.6% | 21.8% | ||
| Q1 24 | 9.4% | 23.3% |
| Q4 25 | $1.05 | $0.55 | ||
| Q3 25 | $1.85 | $0.68 | ||
| Q2 25 | $0.68 | $0.78 | ||
| Q1 25 | $1.85 | $1.15 | ||
| Q4 24 | $0.92 | $0.73 | ||
| Q3 24 | $1.95 | $0.81 | ||
| Q2 24 | $1.01 | $0.90 | ||
| Q1 24 | $2.19 | $1.02 |
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 | $289.5M | $1.1B |
| 総負債低いほど良い | — | $7.6B |
| 株主資本純資産 | $2.1B | $12.6B |
| 総資産 | $5.4B | $30.0B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.61× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $289.5M | $1.1B | ||
| Q3 25 | $300.9M | $1.2B | ||
| Q2 25 | $285.1M | $8.9B | ||
| Q1 25 | $288.9M | $669.0M | ||
| Q4 24 | $296.0M | $685.0M | ||
| Q3 24 | $324.6M | $968.0M | ||
| Q2 24 | $378.1M | $1.1B | ||
| Q1 24 | $347.9M | $591.0M |
| Q4 25 | — | $7.6B | ||
| Q3 25 | — | $7.7B | ||
| Q2 25 | — | $7.5B | ||
| Q1 25 | — | $3.8B | ||
| Q4 24 | — | $3.8B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $4.1B | ||
| Q1 24 | — | $3.9B |
| Q4 25 | $2.1B | $12.6B | ||
| Q3 25 | $2.1B | $12.4B | ||
| Q2 25 | $1.9B | $11.6B | ||
| Q1 25 | $2.0B | $6.8B | ||
| Q4 24 | $2.0B | $6.4B | ||
| Q3 24 | $2.0B | $6.5B | ||
| Q2 24 | $1.9B | $6.0B | ||
| Q1 24 | $2.0B | $5.8B |
| Q4 25 | $5.4B | $30.0B | ||
| Q3 25 | $5.3B | $29.4B | ||
| Q2 25 | $5.2B | $25.6B | ||
| Q1 25 | $4.9B | $16.8B | ||
| Q4 24 | $5.1B | $17.6B | ||
| Q3 24 | $4.9B | $17.5B | ||
| Q2 24 | $4.9B | $15.9B | ||
| Q1 24 | $4.7B | $14.8B |
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | 0.62× | ||
| Q2 25 | — | 0.65× | ||
| Q1 25 | — | 0.56× | ||
| Q4 24 | — | 0.59× | ||
| Q3 24 | — | 0.55× | ||
| Q2 24 | — | 0.68× | ||
| Q1 24 | — | 0.67× |
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 | $49.0M | $444.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $-13.6M | $424.0M |
| FCFマージンFCF / 売上 | -1.0% | 26.4% |
| 設備投資強度設備投資 / 売上 | 4.5% | 1.2% |
| キャッシュ転換率営業CF / 純利益 | 0.68× | 1.68× |
| 直近12ヶ月FCF直近4四半期 | $191.4M | $1.4B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $49.0M | $444.0M | ||
| Q3 25 | $78.6M | $468.0M | ||
| Q2 25 | $157.5M | $325.0M | ||
| Q1 25 | $140.2M | $213.0M | ||
| Q4 24 | $96.9M | $361.0M | ||
| Q3 24 | $91.3M | $440.0M | ||
| Q2 24 | $199.7M | $360.0M | ||
| Q1 24 | $234.7M | $13.0M |
| Q4 25 | $-13.6M | $424.0M | ||
| Q3 25 | $21.8M | $452.0M | ||
| Q2 25 | $106.6M | $310.0M | ||
| Q1 25 | $76.4M | $196.0M | ||
| Q4 24 | $34.4M | $341.0M | ||
| Q3 24 | $50.1M | $417.0M | ||
| Q2 24 | $167.4M | $334.0M | ||
| Q1 24 | $178.9M | $0 |
| Q4 25 | -1.0% | 26.4% | ||
| Q3 25 | 1.4% | 28.1% | ||
| Q2 25 | 7.9% | 24.1% | ||
| Q1 25 | 4.6% | 14.0% | ||
| Q4 24 | 2.6% | 28.8% | ||
| Q3 24 | 3.2% | 35.2% | ||
| Q2 24 | 12.3% | 28.4% | ||
| Q1 24 | 10.0% | 0.0% |
| Q4 25 | 4.5% | 1.2% | ||
| Q3 25 | 3.5% | 1.0% | ||
| Q2 25 | 3.8% | 1.2% | ||
| Q1 25 | 3.8% | 1.2% | ||
| Q4 24 | 4.6% | 1.7% | ||
| Q3 24 | 2.7% | 1.9% | ||
| Q2 24 | 2.4% | 2.2% | ||
| Q1 24 | 3.1% | 1.0% |
| Q4 25 | 0.68× | 1.68× | ||
| Q3 25 | 0.63× | 2.06× | ||
| Q2 25 | 3.42× | 1.41× | ||
| Q1 25 | 1.05× | 0.64× | ||
| Q4 24 | 1.47× | 1.73× | ||
| Q3 24 | 0.64× | 1.88× | ||
| Q2 24 | 2.61× | 1.40× | ||
| Q1 24 | 1.40× | 0.04× |
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
ASO
| Outdoors | $445.1M | 32% |
| Apparel | $349.8M | 25% |
| Footwear | $292.4M | 21% |
| Sports And Recreation | $288.7M | 21% |
| Other | $7.6M | 1% |
BRO
| US | $1.4B | 87% |
| GB | $147.0M | 9% |
| Profit Sharing Contingent Commission Revenue | $33.0M | 2% |
| Other Supplemental Commissions Revenue | $25.0M | 2% |
