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Academy Sports & Outdoors, Inc.（ASO）とDARLING INGREDIENTS INC.（DAR）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
DARLING INGREDIENTS INC.の直近四半期売上が大きい（$1.6B vs $1.4B、Academy Sports & Outdoors, Inc.の約1.1倍）。Academy Sports & Outdoors, Inc.の純利益率が高く（5.2% vs 1.2%、差は3.9%）。DARLING INGREDIENTS INC.の前年同期比売上増加率が高い（10.0% vs 3.0%）。過去8四半期でDARLING INGREDIENTS INC.の売上複合成長率が高い（-1.6% 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。
ダーリングイングレディエンツ社は持続可能な天然原料を開発・製造するグローバル企業で、可食性・非可食性の有機副産物を食品用栄養成分、動物飼料添加物、医薬品原料、バイオ燃料部品などの高付加価値製品に加工し、世界中の複数産業の顧客に提供している。
ASO vs DAR — 直接比較
損益計算書 — Q3 FY2026 vs Q3 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.4B | $1.6B |
| 純利益 | $71.6M | $19.4M |
| 粗利率 | 35.7% | 24.7% |
| 営業利益率 | 7.3% | 4.6% |
| 純利益率 | 5.2% | 1.2% |
| 売上前年比 | 3.0% | 10.0% |
| 純利益前年比 | 8.8% | 14.2% |
| EPS（希薄化後） | $1.05 | $0.12 |
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 | — | ||
| Q3 25 | $1.6B | $1.6B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.7B | $1.4B | ||
| Q4 24 | $1.3B | $1.4B | ||
| Q3 24 | $1.5B | $1.4B | ||
| Q2 24 | $1.4B | $1.5B | ||
| Q1 24 | $1.8B | $1.4B |
| Q4 25 | $71.6M | — | ||
| Q3 25 | $125.4M | $19.4M | ||
| Q2 25 | $46.1M | $12.7M | ||
| Q1 25 | $133.6M | $-26.2M | ||
| Q4 24 | $65.8M | $101.9M | ||
| Q3 24 | $142.6M | $16.9M | ||
| Q2 24 | $76.5M | $78.9M | ||
| Q1 24 | $168.2M | $81.2M |
| Q4 25 | 35.7% | — | ||
| Q3 25 | 36.0% | 24.7% | ||
| Q2 25 | 34.0% | 23.3% | ||
| Q1 25 | 32.2% | 22.6% | ||
| Q4 24 | 34.0% | 23.5% | ||
| Q3 24 | 36.1% | 22.1% | ||
| Q2 24 | 33.4% | 22.5% | ||
| Q1 24 | 33.3% | 21.4% |
| Q4 25 | 7.3% | — | ||
| Q3 25 | 10.8% | 4.6% | ||
| Q2 25 | 5.1% | 5.1% | ||
| Q1 25 | 9.2% | 2.1% | ||
| Q4 24 | 6.8% | 8.6% | ||
| Q3 24 | 12.3% | 4.2% | ||
| Q2 24 | 7.5% | 10.2% | ||
| Q1 24 | 11.4% | 9.7% |
| Q4 25 | 5.2% | — | ||
| Q3 25 | 7.8% | 1.2% | ||
| Q2 25 | 3.4% | 0.9% | ||
| Q1 25 | 8.0% | -1.9% | ||
| Q4 24 | 4.9% | 7.2% | ||
| Q3 24 | 9.2% | 1.2% | ||
| Q2 24 | 5.6% | 5.4% | ||
| Q1 24 | 9.4% | 5.7% |
| Q4 25 | $1.05 | — | ||
| Q3 25 | $1.85 | $0.12 | ||
| Q2 25 | $0.68 | $0.08 | ||
| Q1 25 | $1.85 | $-0.16 | ||
| Q4 24 | $0.92 | $0.63 | ||
| Q3 24 | $1.95 | $0.11 | ||
| Q2 24 | $1.01 | $0.49 | ||
| Q1 24 | $2.19 | $0.50 |
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 | $91.5M |
| 総負債低いほど良い | — | $4.0B |
| 株主資本純資産 | $2.1B | $4.7B |
| 総資産 | $5.4B | $10.5B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.86× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $289.5M | — | ||
| Q3 25 | $300.9M | $91.5M | ||
| Q2 25 | $285.1M | $94.6M | ||
| Q1 25 | $288.9M | $81.5M | ||
| Q4 24 | $296.0M | $76.0M | ||
| Q3 24 | $324.6M | $114.8M | ||
| Q2 24 | $378.1M | $121.6M | ||
| Q1 24 | $347.9M | $145.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | $4.0B | ||
| Q2 25 | — | $3.9B | ||
| Q1 25 | — | $3.8B | ||
| Q4 24 | — | $3.9B | ||
| Q3 24 | — | $4.1B | ||
| Q2 24 | — | $4.3B | ||
| Q1 24 | — | $4.4B |
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.1B | $4.7B | ||
| Q2 25 | $1.9B | $4.6B | ||
| Q1 25 | $2.0B | $4.4B | ||
| Q4 24 | $2.0B | $4.4B | ||
| Q3 24 | $2.0B | $4.6B | ||
| Q2 24 | $1.9B | $4.5B | ||
| Q1 24 | $2.0B | $4.6B |
| Q4 25 | $5.4B | — | ||
| Q3 25 | $5.3B | $10.5B | ||
| Q2 25 | $5.2B | $10.3B | ||
| Q1 25 | $4.9B | $10.0B | ||
| Q4 24 | $5.1B | $10.1B | ||
| Q3 24 | $4.9B | $10.6B | ||
| Q2 24 | $4.9B | $10.6B | ||
| Q1 24 | $4.7B | $10.9B |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.86× | ||
| Q2 25 | — | 0.85× | ||
| Q1 25 | — | 0.86× | ||
| Q4 24 | — | 0.89× | ||
| Q3 24 | — | 0.91× | ||
| Q2 24 | — | 0.97× | ||
| Q1 24 | — | 0.95× |
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 | $224.3M |
| フリーキャッシュフロー営業CF - 設備投資 | $-13.6M | — |
| FCFマージンFCF / 売上 | -1.0% | — |
| 設備投資強度設備投資 / 売上 | 4.5% | — |
| キャッシュ転換率営業CF / 純利益 | 0.68× | 11.59× |
| 直近12ヶ月FCF直近4四半期 | $191.4M | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $49.0M | — | ||
| Q3 25 | $78.6M | $224.3M | ||
| Q2 25 | $157.5M | $145.8M | ||
| Q1 25 | $140.2M | $249.0M | ||
| Q4 24 | $96.9M | $154.4M | ||
| Q3 24 | $91.3M | $274.5M | ||
| Q2 24 | $199.7M | $146.5M | ||
| Q1 24 | $234.7M | $263.9M |
| Q4 25 | $-13.6M | — | ||
| Q3 25 | $21.8M | — | ||
| Q2 25 | $106.6M | — | ||
| Q1 25 | $76.4M | — | ||
| Q4 24 | $34.4M | — | ||
| Q3 24 | $50.1M | — | ||
| Q2 24 | $167.4M | — | ||
| Q1 24 | $178.9M | — |
| Q4 25 | -1.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 7.9% | — | ||
| Q1 25 | 4.6% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 12.3% | — | ||
| Q1 24 | 10.0% | — |
| Q4 25 | 4.5% | — | ||
| Q3 25 | 3.5% | — | ||
| Q2 25 | 3.8% | — | ||
| Q1 25 | 3.8% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 2.7% | — | ||
| Q2 24 | 2.4% | — | ||
| Q1 24 | 3.1% | — |
| Q4 25 | 0.68× | — | ||
| Q3 25 | 0.63× | 11.59× | ||
| Q2 25 | 3.42× | 11.52× | ||
| Q1 25 | 1.05× | — | ||
| Q4 24 | 1.47× | 1.52× | ||
| Q3 24 | 0.64× | 16.19× | ||
| Q2 24 | 2.61× | 1.86× | ||
| Q1 24 | 1.40× | 3.25× |
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% |
DAR
| Fats | $428.4M | 27% |
| Food Ingredients | $380.6M | 24% |
| Diamond Green Diesel Holdings Llc Joint Venture | $342.1M | 22% |
| Fuel Ingredients | $154.3M | 10% |
| Used Cooking Oil | $125.9M | 8% |
| Other Rendering | $76.9M | 5% |
| Bakery | $46.9M | 3% |
| Other Products And Services | $12.2M | 1% |
