vs
ASPEN AEROGELS INC（ASPN）とLandBridge Co LLC（LB）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
LandBridge Co LLCの直近四半期売上が大きい（$51.0M vs $41.3M、ASPEN AEROGELS INCの約1.2倍）。LandBridge Co LLCの純利益率が高く（35.0% vs -176.4%、差は211.4%）。LandBridge Co LLCの前年同期比売上増加率が高い（16.0% vs -66.4%）。LandBridge Co LLCの直近四半期フリーキャッシュフローが多い（$40.9M vs $13.7M）。過去8四半期でLandBridge Co LLCの売上複合成長率が高い（40.2% vs -33.9%）
アスペンエアロゲルズ社は高性能エアロゲルを基材とした断熱・熱管理材料の大手製造企業です。再生可能エネルギー、石油ガスインフラ、航空宇宙、商業建築、産業製造などの分野に製品を供給し、主な市場は北米、欧州、アジア太平洋地域です。製品は優れた耐熱性、防火安全性、軽量性が高く評価されています。
ASPN vs LB — 直接比較
売上が大きい
LB
1.2倍大きい
$41.3M
売上成長率が高い
LB
+82.5%の差
-66.4%
純利益率が高い
LB
純利益率が211.4%高い
-176.4%
フリーキャッシュフローが多い
LB
FCF $27.3M多い
$13.7M
2年売上CAGRが高い
LB
2年複合成長率
-33.9%
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $41.3M | $51.0M |
| 純利益 | $-72.9M | $17.9M |
| 粗利率 | -55.5% | — |
| 営業利益率 | -170.3% | 57.2% |
| 純利益率 | -176.4% | 35.0% |
| 売上前年比 | -66.4% | 16.0% |
| 純利益前年比 | -741.7% | 15.6% |
| EPS（希薄化後） | $-0.87 | — |
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
売上ASPNLB
| Q1 26 | — | $51.0M | ||
| Q4 25 | $41.3M | $56.8M | ||
| Q3 25 | $73.0M | $50.8M | ||
| Q2 25 | $78.0M | $47.5M | ||
| Q1 25 | $78.7M | $44.0M | ||
| Q4 24 | $123.1M | $36.5M | ||
| Q3 24 | $117.3M | $28.5M | ||
| Q2 24 | $117.8M | $26.0M |
純利益ASPNLB
| Q1 26 | — | $17.9M | ||
| Q4 25 | $-72.9M | $8.1M | ||
| Q3 25 | $-6.3M | $8.1M | ||
| Q2 25 | $-9.1M | $7.5M | ||
| Q1 25 | $-301.2M | $6.5M | ||
| Q4 24 | $11.4M | $49.3M | ||
| Q3 24 | $-13.0M | $2.7M | ||
| Q2 24 | $16.8M | $-57.7M |
粗利率ASPNLB
| Q1 26 | — | — | ||
| Q4 25 | -55.5% | — | ||
| Q3 25 | 28.5% | — | ||
| Q2 25 | 32.4% | — | ||
| Q1 25 | 29.0% | — | ||
| Q4 24 | 38.3% | — | ||
| Q3 24 | 41.8% | — | ||
| Q2 24 | 43.8% | — |
営業利益率ASPNLB
| Q1 26 | — | 57.2% | ||
| Q4 25 | -170.3% | 60.0% | ||
| Q3 25 | -4.6% | 60.8% | ||
| Q2 25 | -6.6% | 60.0% | ||
| Q1 25 | -380.2% | 57.0% | ||
| Q4 24 | 12.0% | 49.4% | ||
| Q3 24 | 14.8% | 11.2% | ||
| Q2 24 | 17.0% | -197.4% |
純利益率ASPNLB
| Q1 26 | — | 35.0% | ||
| Q4 25 | -176.4% | 14.2% | ||
| Q3 25 | -8.7% | 15.9% | ||
| Q2 25 | -11.6% | 15.8% | ||
| Q1 25 | -382.7% | 14.7% | ||
| Q4 24 | 9.2% | 135.2% | ||
| Q3 24 | -11.1% | 9.3% | ||
| Q2 24 | 14.3% | -222.1% |
EPS（希薄化後）ASPNLB
| Q1 26 | — | — | ||
| Q4 25 | $-0.87 | $0.24 | ||
| Q3 25 | $-0.08 | $0.26 | ||
| Q2 25 | $-0.11 | $0.24 | ||
| Q1 25 | $-3.67 | $0.20 | ||
| Q4 24 | $0.15 | — | ||
| Q3 24 | $-0.17 | $-0.04 | ||
| Q2 24 | $0.21 | — |
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 | $156.9M | $29.7M |
| 総負債低いほど良い | $65.5M | $433.0K |
| 株主資本純資産 | $235.5M | — |
| 総資産 | $406.7M | $1.4B |
| 負債/資本比率低いほどレバレッジが低い | 0.28× | — |
8四半期トレンド — 暦四半期で整列
現金・短期投資ASPNLB
| Q1 26 | — | $29.7M | ||
| Q4 25 | $156.9M | $30.7M | ||
| Q3 25 | $150.7M | $28.3M | ||
| Q2 25 | $167.6M | $20.3M | ||
| Q1 25 | $192.0M | $14.9M | ||
| Q4 24 | $220.9M | $37.0M | ||
| Q3 24 | $113.5M | $14.4M | ||
| Q2 24 | $91.4M | $24.6M |
総負債ASPNLB
| Q1 26 | — | $433.0K | ||
| Q4 25 | $65.5M | $570.7M | ||
| Q3 25 | $70.1M | $366.1M | ||
| Q2 25 | $77.3M | $370.9M | ||
| Q1 25 | $95.4M | $375.5M | ||
| Q4 24 | $95.0M | $385.5M | ||
| Q3 24 | $93.7M | $242.4M | ||
| Q2 24 | — | $360.8M |
株主資本ASPNLB
| Q1 26 | — | — | ||
| Q4 25 | $235.5M | $340.3M | ||
| Q3 25 | $305.7M | $272.0M | ||
| Q2 25 | $308.8M | $266.4M | ||
| Q1 25 | $314.8M | $217.0M | ||
| Q4 24 | $614.7M | $211.8M | ||
| Q3 24 | $507.6M | $97.2M | ||
| Q2 24 | $517.8M | $296.4M |
総資産ASPNLB
| Q1 26 | — | $1.4B | ||
| Q4 25 | $406.7M | $1.4B | ||
| Q3 25 | $491.4M | $1.1B | ||
| Q2 25 | $525.1M | $1.1B | ||
| Q1 25 | $555.0M | $1.0B | ||
| Q4 24 | $895.1M | $1.0B | ||
| Q3 24 | $782.6M | $689.9M | ||
| Q2 24 | $748.6M | $710.5M |
負債/資本比率ASPNLB
| Q1 26 | — | — | ||
| Q4 25 | 0.28× | 1.68× | ||
| Q3 25 | 0.23× | 1.35× | ||
| Q2 25 | 0.25× | 1.39× | ||
| Q1 25 | 0.30× | 1.73× | ||
| Q4 24 | 0.15× | 1.82× | ||
| Q3 24 | 0.18× | 2.49× | ||
| Q2 24 | — | 1.22× |
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 | $16.1M | $41.1M |
| フリーキャッシュフロー営業CF - 設備投資 | $13.7M | $40.9M |
| FCFマージンFCF / 売上 | 33.1% | 80.3% |
| 設備投資強度設備投資 / 売上 | 6.0% | — |
| キャッシュ転換率営業CF / 純利益 | — | 2.30× |
| 直近12ヶ月FCF直近4四半期 | $-4.6M | $232.8M |
8四半期トレンド — 暦四半期で整列
営業キャッシュフローASPNLB
| Q1 26 | — | $41.1M | ||
| Q4 25 | $16.1M | $126.3M | ||
| Q3 25 | $15.0M | $34.9M | ||
| Q2 25 | $-3.9M | $37.3M | ||
| Q1 25 | $5.6M | $15.9M | ||
| Q4 24 | $35.7M | $67.6M | ||
| Q3 24 | $20.8M | $7.5M | ||
| Q2 24 | $6.8M | $16.0M |
フリーキャッシュフローASPNLB
| Q1 26 | — | $40.9M | ||
| Q4 25 | $13.7M | $122.0M | ||
| Q3 25 | $5.9M | $33.7M | ||
| Q2 25 | $-16.8M | $36.1M | ||
| Q1 25 | $-7.4M | $15.8M | ||
| Q4 24 | $20.9M | $66.7M | ||
| Q3 24 | $-50.0K | $7.1M | ||
| Q2 24 | $-18.0M | $15.7M |
FCFマージンASPNLB
| Q1 26 | — | 80.3% | ||
| Q4 25 | 33.1% | 214.9% | ||
| Q3 25 | 8.1% | 66.3% | ||
| Q2 25 | -21.6% | 75.9% | ||
| Q1 25 | -9.4% | 36.0% | ||
| Q4 24 | 17.0% | 182.6% | ||
| Q3 24 | -0.0% | 25.1% | ||
| Q2 24 | -15.3% | 60.4% |
設備投資強度ASPNLB
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | 7.5% | ||
| Q3 25 | 12.5% | 2.3% | ||
| Q2 25 | 16.5% | 2.6% | ||
| Q1 25 | 16.5% | 0.2% | ||
| Q4 24 | 12.0% | 2.7% | ||
| Q3 24 | 17.7% | 1.1% | ||
| Q2 24 | 21.1% | 1.4% |
キャッシュ転換率ASPNLB
| Q1 26 | — | 2.30× | ||
| Q4 25 | — | 15.68× | ||
| Q3 25 | — | 4.31× | ||
| Q2 25 | — | 4.98× | ||
| Q1 25 | — | 2.46× | ||
| Q4 24 | 3.14× | 1.37× | ||
| Q3 24 | — | 2.80× | ||
| Q2 24 | 0.41× | — |
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
ASPN
| Energy Industrial | $14.5M | 35% |
| Other | $13.9M | 34% |
| Thermal Barrier | $12.9M | 31% |
LB
| Other | $14.2M | 28% |
| Easements and other surface-related revenues | $11.6M | 23% |
| Surface use royalties - related party | $11.0M | 22% |
| Resource sales | $5.2M | 10% |
| Resource royalties | $4.3M | 8% |
| Easements and other surface-related revenues - related party | $3.2M | 6% |
| Resource royalties - related party | $1.3M | 2% |
| Resource sales - related party | $205.0K | 0% |
