vs
Atmus Filtration Technologies Inc.（ATMU）とCSG SYSTEMS INTERNATIONAL INC（CSGS）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
Atmus Filtration Technologies Inc.の直近四半期売上が大きい（$446.6M vs $323.1M、CSG SYSTEMS INTERNATIONAL INCの約1.4倍）。Atmus Filtration Technologies Inc.の純利益率が高く（10.7% vs 2.2%、差は8.6%）。Atmus Filtration Technologies Inc.の前年同期比売上増加率が高い（9.8% vs 2.0%）。CSG SYSTEMS INTERNATIONAL INCの直近四半期フリーキャッシュフローが多い（$55.8M vs $31.2M）。過去8四半期でCSG SYSTEMS INTERNATIONAL INCの売上複合成長率が高い（4.6% vs 2.3%）
Atmus Filtration Technologies Inc.は高性能濾過製品および関連ソリューションの設計・製造・販売を事業とする企業です。エア、燃料、オイル、油圧向けの濾過システムを主力とし、世界中の自動車、大型車両、産業機器、航空宇宙分野のOEM及びアフターマーケットの顧客に製品・サービスを提供しています。
中国南玻集団股フン有限公司は中国最大級の建築用ガラスメーカーで、浮きガラス、建築用ガラス、ディスプレイ用ガラス、自動車用ガラス、コーティングガラス、鏡、カラーフィルターガラス、太陽光発電用ガラス、省エネガラスなど多種多様なガラス製品の製造・販売を手がけています。
ATMU vs CSGS — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $446.6M | $323.1M |
| 純利益 | $48.0M | $7.0M |
| 粗利率 | 28.5% | 50.0% |
| 営業利益率 | 15.8% | 9.0% |
| 純利益率 | 10.7% | 2.2% |
| 売上前年比 | 9.8% | 2.0% |
| 純利益前年比 | 19.7% | -79.7% |
| EPS（希薄化後） | $0.58 | $0.24 |
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 | $446.6M | $323.1M | ||
| Q3 25 | $447.7M | $303.6M | ||
| Q2 25 | $453.5M | $297.1M | ||
| Q1 25 | $416.5M | $299.5M | ||
| Q4 24 | $406.7M | $316.7M | ||
| Q3 24 | $403.7M | $295.1M | ||
| Q2 24 | $432.6M | $290.3M | ||
| Q1 24 | $426.6M | $295.1M |
| Q4 25 | $48.0M | $7.0M | ||
| Q3 25 | $54.8M | $20.5M | ||
| Q2 25 | $59.9M | $12.3M | ||
| Q1 25 | $44.7M | $16.1M | ||
| Q4 24 | $40.1M | $34.5M | ||
| Q3 24 | $43.8M | $19.1M | ||
| Q2 24 | $56.2M | $13.8M | ||
| Q1 24 | $45.5M | $19.5M |
| Q4 25 | 28.5% | 50.0% | ||
| Q3 25 | 28.9% | 48.1% | ||
| Q2 25 | 28.9% | 49.5% | ||
| Q1 25 | 26.5% | 48.4% | ||
| Q4 24 | 26.3% | 51.3% | ||
| Q3 24 | 27.6% | 49.4% | ||
| Q2 24 | 30.5% | 47.3% | ||
| Q1 24 | 26.2% | 46.5% |
| Q4 25 | 15.8% | 9.0% | ||
| Q3 25 | 18.3% | 10.0% | ||
| Q2 25 | 18.0% | 10.0% | ||
| Q1 25 | 15.6% | 9.8% | ||
| Q4 24 | 13.4% | 13.4% | ||
| Q3 24 | 15.7% | 10.8% | ||
| Q2 24 | 18.4% | 8.8% | ||
| Q1 24 | 16.1% | 10.8% |
| Q4 25 | 10.7% | 2.2% | ||
| Q3 25 | 12.2% | 6.7% | ||
| Q2 25 | 13.2% | 4.1% | ||
| Q1 25 | 10.7% | 5.4% | ||
| Q4 24 | 9.9% | 10.9% | ||
| Q3 24 | 10.8% | 6.5% | ||
| Q2 24 | 13.0% | 4.8% | ||
| Q1 24 | 10.7% | 6.6% |
| Q4 25 | $0.58 | $0.24 | ||
| Q3 25 | $0.66 | $0.73 | ||
| Q2 25 | $0.72 | $0.44 | ||
| Q1 25 | $0.54 | $0.57 | ||
| Q4 24 | $0.49 | $1.20 | ||
| Q3 24 | $0.52 | $0.67 | ||
| Q2 24 | $0.67 | $0.48 | ||
| Q1 24 | $0.54 | $0.68 |
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 | $236.4M | $180.0M |
| 総負債低いほど良い | $570.0M | $539.5M |
| 株主資本純資産 | $378.5M | $283.7M |
| 総資産 | $1.4B | $1.5B |
| 負債/資本比率低いほどレバレッジが低い | 1.51× | 1.90× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $236.4M | $180.0M | ||
| Q3 25 | $218.3M | $158.4M | ||
| Q2 25 | $190.8M | $145.9M | ||
| Q1 25 | $183.3M | $136.0M | ||
| Q4 24 | $184.3M | $161.8M | ||
| Q3 24 | $196.8M | $118.4M | ||
| Q2 24 | $160.5M | $110.4M | ||
| Q1 24 | $149.2M | $120.8M |
| Q4 25 | $570.0M | $539.5M | ||
| Q3 25 | $577.5M | $538.6M | ||
| Q2 25 | $585.0M | $537.8M | ||
| Q1 25 | $588.8M | $537.6M | ||
| Q4 24 | $592.5M | $538.5M | ||
| Q3 24 | $596.2M | $539.5M | ||
| Q2 24 | $600.0M | $540.5M | ||
| Q1 24 | $600.0M | $541.5M |
| Q4 25 | $378.5M | $283.7M | ||
| Q3 25 | $336.7M | $289.5M | ||
| Q2 25 | $316.3M | $290.7M | ||
| Q1 25 | $265.3M | $283.1M | ||
| Q4 24 | $227.4M | $282.6M | ||
| Q3 24 | $221.2M | $288.4M | ||
| Q2 24 | $178.1M | $273.3M | ||
| Q1 24 | $121.8M | $269.3M |
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $1.3B | $1.4B | ||
| Q1 25 | $1.2B | $1.4B | ||
| Q4 24 | $1.2B | $1.5B | ||
| Q3 24 | $1.2B | $1.4B | ||
| Q2 24 | $1.2B | $1.4B | ||
| Q1 24 | $1.1B | $1.3B |
| Q4 25 | 1.51× | 1.90× | ||
| Q3 25 | 1.72× | 1.86× | ||
| Q2 25 | 1.85× | 1.85× | ||
| Q1 25 | 2.22× | 1.90× | ||
| Q4 24 | 2.61× | 1.91× | ||
| Q3 24 | 2.70× | 1.87× | ||
| Q2 24 | 3.37× | 1.98× | ||
| Q1 24 | 4.93× | 2.01× |
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 | $47.5M | $59.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $31.2M | $55.8M |
| FCFマージンFCF / 売上 | 7.0% | 17.3% |
| 設備投資強度設備投資 / 売上 | 3.6% | 1.1% |
| キャッシュ転換率営業CF / 純利益 | 0.99× | 8.46× |
| 直近12ヶ月FCF直近4四半期 | $148.8M | $141.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $47.5M | $59.2M | ||
| Q3 25 | $82.1M | $47.9M | ||
| Q2 25 | $44.4M | $37.3M | ||
| Q1 25 | $28.7M | $11.5M | ||
| Q4 24 | $20.0M | $82.5M | ||
| Q3 24 | $70.7M | $39.5M | ||
| Q2 24 | $22.9M | $43.1M | ||
| Q1 24 | $-8.2M | $-29.4M |
| Q4 25 | $31.2M | $55.8M | ||
| Q3 25 | $68.9M | $43.9M | ||
| Q2 25 | $32.4M | $34.6M | ||
| Q1 25 | $16.3M | $7.1M | ||
| Q4 24 | $10.0M | $76.6M | ||
| Q3 24 | $54.3M | $32.0M | ||
| Q2 24 | $11.3M | $38.8M | ||
| Q1 24 | $-18.8M | $-34.1M |
| Q4 25 | 7.0% | 17.3% | ||
| Q3 25 | 15.4% | 14.5% | ||
| Q2 25 | 7.1% | 11.6% | ||
| Q1 25 | 3.9% | 2.4% | ||
| Q4 24 | 2.5% | 24.2% | ||
| Q3 24 | 13.5% | 10.8% | ||
| Q2 24 | 2.6% | 13.4% | ||
| Q1 24 | -4.4% | -11.6% |
| Q4 25 | 3.6% | 1.1% | ||
| Q3 25 | 2.9% | 1.3% | ||
| Q2 25 | 2.6% | 0.9% | ||
| Q1 25 | 3.0% | 1.5% | ||
| Q4 24 | 2.5% | 1.9% | ||
| Q3 24 | 4.1% | 2.5% | ||
| Q2 24 | 2.7% | 1.5% | ||
| Q1 24 | 2.5% | 1.6% |
| Q4 25 | 0.99× | 8.46× | ||
| Q3 25 | 1.50× | 2.34× | ||
| Q2 25 | 0.74× | 3.04× | ||
| Q1 25 | 0.64× | 0.71× | ||
| Q4 24 | 0.50× | 2.39× | ||
| Q3 24 | 1.61× | 2.07× | ||
| Q2 24 | 0.41× | 3.12× | ||
| Q1 24 | -0.18× | -1.51× |
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
ATMU
| Fuel Products | $219.1M | 49% |
| Lube | $84.8M | 19% |
| Air | $74.0M | 17% |
| Other | $68.7M | 15% |
| Related Party | $14.9M | 3% |
CSGS
| Software As A Service And Related Solutions | $287.2M | 89% |
| License And Service | $22.6M | 7% |
| Maintenance | $13.3M | 4% |
