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Academy Sports & Outdoors, Inc.（ASO）とSELECT MEDICAL HOLDINGS CORP（SEM）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
SELECT MEDICAL HOLDINGS CORPの直近四半期売上が大きい（$1.4B vs $1.4B、Academy Sports & Outdoors, Inc.の約1.0倍）。Academy Sports & Outdoors, Inc.の純利益率が高く（5.2% vs 1.4%、差は3.7%）。SELECT MEDICAL HOLDINGS CORPの前年同期比売上増加率が高い（6.4% vs 3.0%）。SELECT MEDICAL HOLDINGS CORPの直近四半期フリーキャッシュフローが多い（$5.2M vs $-13.6M）。過去8四半期でSELECT MEDICAL HOLDINGS CORPの売上複合成長率が高い（2.8% 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。
セレクト・メディカルはペンシルベニア州を拠点とする医療企業で、長期急性期ケアや入院リハビリテーション病院を運営するほか、職業健康クリニックや理学療法クリニックも展開している。親会社のセレクト・メディカル・ホールディングスはニューヨーク証券取引所に上場している。
ASO vs SEM — 直接比較
損益計算書 — Q3 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.4B | $1.4B |
| 純利益 | $71.6M | $20.2M |
| 粗利率 | 35.7% | — |
| 営業利益率 | 7.3% | 4.6% |
| 純利益率 | 5.2% | 1.4% |
| 売上前年比 | 3.0% | 6.4% |
| 純利益前年比 | 8.8% | 225.7% |
| EPS（希薄化後） | $1.05 | $0.17 |
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 | $1.4B | ||
| Q3 25 | $1.6B | $1.4B | ||
| Q2 25 | $1.4B | $1.3B | ||
| Q1 25 | $1.7B | $1.4B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.5B | $1.3B | ||
| Q2 24 | $1.4B | $1.3B | ||
| Q1 24 | $1.8B | $1.3B |
| Q4 25 | $71.6M | $20.2M | ||
| Q3 25 | $125.4M | $28.8M | ||
| Q2 25 | $46.1M | $40.6M | ||
| Q1 25 | $133.6M | $56.7M | ||
| Q4 24 | $65.8M | $-16.1M | ||
| Q3 24 | $142.6M | $55.6M | ||
| Q2 24 | $76.5M | $77.6M | ||
| Q1 24 | $168.2M | $96.9M |
| 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% | 4.6% | ||
| Q3 25 | 10.8% | 5.4% | ||
| Q2 25 | 5.1% | 6.5% | ||
| Q1 25 | 9.2% | 8.3% | ||
| Q4 24 | 6.8% | 1.6% | ||
| Q3 24 | 12.3% | 4.3% | ||
| Q2 24 | 7.5% | 5.8% | ||
| Q1 24 | 11.4% | 9.0% |
| Q4 25 | 5.2% | 1.4% | ||
| Q3 25 | 7.8% | 2.1% | ||
| Q2 25 | 3.4% | 3.0% | ||
| Q1 25 | 8.0% | 4.2% | ||
| Q4 24 | 4.9% | -1.2% | ||
| Q3 24 | 9.2% | 4.4% | ||
| Q2 24 | 5.6% | 6.1% | ||
| Q1 24 | 9.4% | 7.3% |
| Q4 25 | $1.05 | $0.17 | ||
| Q3 25 | $1.85 | $0.23 | ||
| Q2 25 | $0.68 | $0.32 | ||
| Q1 25 | $1.85 | $0.44 | ||
| Q4 24 | $0.92 | $-0.12 | ||
| Q3 24 | $1.95 | $0.43 | ||
| Q2 24 | $1.01 | $0.60 | ||
| Q1 24 | $2.19 | $0.75 |
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 | $26.5M |
| 総負債低いほど良い | — | $1.8B |
| 株主資本純資産 | $2.1B | $1.7B |
| 総資産 | $5.4B | $5.9B |
| 負債/資本比率低いほどレバレッジが低い | — | 1.06× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $289.5M | $26.5M | ||
| Q3 25 | $300.9M | $60.1M | ||
| Q2 25 | $285.1M | $52.3M | ||
| Q1 25 | $288.9M | $53.2M | ||
| Q4 24 | $296.0M | $59.7M | ||
| Q3 24 | $324.6M | $191.5M | ||
| Q2 24 | $378.1M | $111.2M | ||
| Q1 24 | $347.9M | $92.6M |
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | — | $3.6B | ||
| Q1 24 | — | $3.8B |
| Q4 25 | $2.1B | $1.7B | ||
| Q3 25 | $2.1B | $1.7B | ||
| Q2 25 | $1.9B | $1.7B | ||
| Q1 25 | $2.0B | $1.7B | ||
| Q4 24 | $2.0B | $1.7B | ||
| Q3 24 | $2.0B | $1.9B | ||
| Q2 24 | $1.9B | $1.4B | ||
| Q1 24 | $2.0B | $1.4B |
| Q4 25 | $5.4B | $5.9B | ||
| Q3 25 | $5.3B | $5.7B | ||
| Q2 25 | $5.2B | $5.7B | ||
| Q1 25 | $4.9B | $5.7B | ||
| Q4 24 | $5.1B | $5.6B | ||
| Q3 24 | $4.9B | $8.0B | ||
| Q2 24 | $4.9B | $7.9B | ||
| Q1 24 | $4.7B | $7.9B |
| Q4 25 | — | 1.06× | ||
| Q3 25 | — | 1.03× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | — | 1.03× | ||
| Q4 24 | — | 1.01× | ||
| Q3 24 | — | 1.62× | ||
| Q2 24 | — | 2.54× | ||
| Q1 24 | — | 2.75× |
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 | $64.3M |
| フリーキャッシュフロー営業CF - 設備投資 | $-13.6M | $5.2M |
| FCFマージンFCF / 売上 | -1.0% | 0.4% |
| 設備投資強度設備投資 / 売上 | 4.5% | 4.2% |
| キャッシュ転換率営業CF / 純利益 | 0.68× | 3.19× |
| 直近12ヶ月FCF直近4四半期 | $191.4M | $117.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $49.0M | $64.3M | ||
| Q3 25 | $78.6M | $175.3M | ||
| Q2 25 | $157.5M | $110.3M | ||
| Q1 25 | $140.2M | $-3.5M | ||
| Q4 24 | $96.9M | $125.4M | ||
| Q3 24 | $91.3M | $181.0M | ||
| Q2 24 | $199.7M | $278.2M | ||
| Q1 24 | $234.7M | $-66.7M |
| Q4 25 | $-13.6M | $5.2M | ||
| Q3 25 | $21.8M | $122.2M | ||
| Q2 25 | $106.6M | $45.6M | ||
| Q1 25 | $76.4M | $-55.8M | ||
| Q4 24 | $34.4M | $62.0M | ||
| Q3 24 | $50.1M | $130.3M | ||
| Q2 24 | $167.4M | $222.6M | ||
| Q1 24 | $178.9M | $-119.2M |
| Q4 25 | -1.0% | 0.4% | ||
| Q3 25 | 1.4% | 9.0% | ||
| Q2 25 | 7.9% | 3.4% | ||
| Q1 25 | 4.6% | -4.1% | ||
| Q4 24 | 2.6% | 4.7% | ||
| Q3 24 | 3.2% | 10.2% | ||
| Q2 24 | 12.3% | 17.4% | ||
| Q1 24 | 10.0% | -9.0% |
| Q4 25 | 4.5% | 4.2% | ||
| Q3 25 | 3.5% | 3.9% | ||
| Q2 25 | 3.8% | 4.8% | ||
| Q1 25 | 3.8% | 3.9% | ||
| Q4 24 | 4.6% | 4.8% | ||
| Q3 24 | 2.7% | 4.0% | ||
| Q2 24 | 2.4% | 4.3% | ||
| Q1 24 | 3.1% | 4.0% |
| Q4 25 | 0.68× | 3.19× | ||
| Q3 25 | 0.63× | 6.09× | ||
| Q2 25 | 3.42× | 2.72× | ||
| Q1 25 | 1.05× | -0.06× | ||
| Q4 24 | 1.47× | — | ||
| Q3 24 | 0.64× | 3.25× | ||
| Q2 24 | 2.61× | 3.59× | ||
| Q1 24 | 1.40× | -0.69× |
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% |
SEM
| Critical Illness Recovery Hospitals | $629.7M | 45% |
| Health Care Patient Service Non Medicare | $428.6M | 31% |
| Rehabilitation Hospitals | $339.2M | 24% |
