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Academy Sports & Outdoors, Inc.(ASO)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
Academy Sports & Outdoors, Inc.の直近四半期売上が大きい($1.4B vs $871.0M、IES Holdings, Inc.の約1.6倍)。IES Holdings, Inc.の純利益率が高く(10.5% vs 5.2%、差は5.4%)。IES Holdings, Inc.の前年同期比売上増加率が高い(16.2% vs 3.0%)。Academy Sports & Outdoors, Inc.の直近四半期フリーキャッシュフローが多い($-13.6M 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 -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。
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。
ASO vs IESC — 直接比較
損益計算書 — Q3 FY2026 vs Q1 FY2026
| 指標 | ||
|---|---|---|
| 売上 | $1.4B | $871.0M |
| 純利益 | $71.6M | $91.8M |
| 粗利率 | 35.7% | 25.3% |
| 営業利益率 | 7.3% | 11.2% |
| 純利益率 | 5.2% | 10.5% |
| 売上前年比 | 3.0% | 16.2% |
| 純利益前年比 | 8.8% | 59.1% |
| EPS(希薄化後) | $1.05 | $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 | $1.4B | $871.0M | ||
| Q3 25 | $1.6B | $897.8M | ||
| Q2 25 | $1.4B | $890.2M | ||
| Q1 25 | $1.7B | $834.0M | ||
| Q4 24 | $1.3B | $749.5M | ||
| Q3 24 | $1.5B | $775.8M | ||
| Q2 24 | $1.4B | $768.4M | ||
| Q1 24 | $1.8B | $705.7M |
| Q4 25 | $71.6M | $91.8M | ||
| Q3 25 | $125.4M | $102.3M | ||
| Q2 25 | $46.1M | $79.3M | ||
| Q1 25 | $133.6M | $72.6M | ||
| Q4 24 | $65.8M | $57.7M | ||
| Q3 24 | $142.6M | $65.5M | ||
| Q2 24 | $76.5M | $66.6M | ||
| Q1 24 | $168.2M | $56.8M |
| Q4 25 | 35.7% | 25.3% | ||
| Q3 25 | 36.0% | 26.0% | ||
| Q2 25 | 34.0% | 26.9% | ||
| Q1 25 | 32.2% | 25.0% | ||
| Q4 24 | 34.0% | 23.8% | ||
| Q3 24 | 36.1% | 24.0% | ||
| Q2 24 | 33.4% | 25.3% | ||
| Q1 24 | 33.3% | 24.3% |
| Q4 25 | 7.3% | 11.2% | ||
| Q3 25 | 10.8% | 11.6% | ||
| Q2 25 | 5.1% | 12.6% | ||
| Q1 25 | 9.2% | 11.1% | ||
| Q4 24 | 6.8% | 10.0% | ||
| Q3 24 | 12.3% | 9.7% | ||
| Q2 24 | 7.5% | 11.7% | ||
| Q1 24 | 11.4% | 11.0% |
| Q4 25 | 5.2% | 10.5% | ||
| Q3 25 | 7.8% | 11.4% | ||
| Q2 25 | 3.4% | 8.9% | ||
| Q1 25 | 8.0% | 8.7% | ||
| Q4 24 | 4.9% | 7.7% | ||
| Q3 24 | 9.2% | 8.4% | ||
| Q2 24 | 5.6% | 8.7% | ||
| Q1 24 | 9.4% | 8.0% |
| Q4 25 | $1.05 | $4.51 | ||
| Q3 25 | $1.85 | $4.99 | ||
| Q2 25 | $0.68 | $3.81 | ||
| Q1 25 | $1.85 | $3.50 | ||
| Q4 24 | $0.92 | $2.72 | ||
| Q3 24 | $1.95 | $3.06 | ||
| Q2 24 | $1.01 | $2.67 | ||
| Q1 24 | $2.19 | $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 | $289.5M | $258.7M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $2.1B | $961.1M |
| 総資産 | $5.4B | $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 | $289.5M | $258.7M | ||
| Q3 25 | $300.9M | $231.8M | ||
| Q2 25 | $285.1M | $168.3M | ||
| Q1 25 | $288.9M | $88.3M | ||
| Q4 24 | $296.0M | $112.0M | ||
| Q3 24 | $324.6M | $135.8M | ||
| Q2 24 | $378.1M | $44.9M | ||
| Q1 24 | $347.9M | $106.0M |
| Q4 25 | $2.1B | $961.1M | ||
| Q3 25 | $2.1B | $884.0M | ||
| Q2 25 | $1.9B | $781.4M | ||
| Q1 25 | $2.0B | $705.8M | ||
| Q4 24 | $2.0B | $652.4M | ||
| Q3 24 | $2.0B | $611.1M | ||
| Q2 24 | $1.9B | $567.5M | ||
| Q1 24 | $2.0B | $534.8M |
| Q4 25 | $5.4B | $1.7B | ||
| Q3 25 | $5.3B | $1.6B | ||
| Q2 25 | $5.2B | $1.5B | ||
| Q1 25 | $4.9B | $1.4B | ||
| Q4 24 | $5.1B | $1.3B | ||
| Q3 24 | $4.9B | $1.2B | ||
| Q2 24 | $4.9B | $1.2B | ||
| Q1 24 | $4.7B | $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 | $49.0M | $27.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $-13.6M | $-18.9M |
| FCFマージンFCF / 売上 | -1.0% | -2.2% |
| 設備投資強度設備投資 / 売上 | 4.5% | 5.3% |
| キャッシュ転換率営業CF / 純利益 | 0.68× | 0.30× |
| 直近12ヶ月FCF直近4四半期 | $191.4M | $175.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $49.0M | $27.7M | ||
| Q3 25 | $78.6M | $132.0M | ||
| Q2 25 | $157.5M | $92.0M | ||
| Q1 25 | $140.2M | $24.8M | ||
| Q4 24 | $96.9M | $37.3M | ||
| Q3 24 | $91.3M | $92.8M | ||
| Q2 24 | $199.7M | $82.9M | ||
| Q1 24 | $234.7M | $33.7M |
| Q4 25 | $-13.6M | $-18.9M | ||
| Q3 25 | $21.8M | $112.0M | ||
| Q2 25 | $106.6M | $74.8M | ||
| Q1 25 | $76.4M | $7.9M | ||
| Q4 24 | $34.4M | $24.1M | ||
| Q3 24 | $50.1M | $78.5M | ||
| Q2 24 | $167.4M | $65.4M | ||
| Q1 24 | $178.9M | $26.9M |
| Q4 25 | -1.0% | -2.2% | ||
| Q3 25 | 1.4% | 12.5% | ||
| Q2 25 | 7.9% | 8.4% | ||
| Q1 25 | 4.6% | 0.9% | ||
| Q4 24 | 2.6% | 3.2% | ||
| Q3 24 | 3.2% | 10.1% | ||
| Q2 24 | 12.3% | 8.5% | ||
| Q1 24 | 10.0% | 3.8% |
| Q4 25 | 4.5% | 5.3% | ||
| Q3 25 | 3.5% | 2.2% | ||
| Q2 25 | 3.8% | 1.9% | ||
| Q1 25 | 3.8% | 2.0% | ||
| Q4 24 | 4.6% | 1.8% | ||
| Q3 24 | 2.7% | 1.8% | ||
| Q2 24 | 2.4% | 2.3% | ||
| Q1 24 | 3.1% | 1.0% |
| Q4 25 | 0.68× | 0.30× | ||
| Q3 25 | 0.63× | 1.29× | ||
| Q2 25 | 3.42× | 1.16× | ||
| Q1 25 | 1.05× | 0.34× | ||
| Q4 24 | 1.47× | 0.65× | ||
| Q3 24 | 0.64× | 1.42× | ||
| Q2 24 | 2.61× | 1.24× | ||
| Q1 24 | 1.40× | 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
ASO
| Outdoors | $445.1M | 32% |
| Apparel | $349.8M | 25% |
| Footwear | $292.4M | 21% |
| Sports And Recreation | $288.7M | 21% |
| Other | $7.6M | 1% |
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% |