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Atmus Filtration Technologies Inc.（ATMU）とUNITED THERAPEUTICS Corp（UTHR）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
UNITED THERAPEUTICS Corpの直近四半期売上が大きい（$790.2M vs $446.6M、Atmus Filtration Technologies Inc.の約1.8倍）。UNITED THERAPEUTICS Corpの純利益率が高く（46.1% vs 10.7%、差は35.4%）。Atmus Filtration Technologies Inc.の前年同期比売上増加率が高い（9.8% vs 7.4%）。UNITED THERAPEUTICS Corpの直近四半期フリーキャッシュフローが多い（$173.3M vs $31.2M）。過去8四半期でUNITED THERAPEUTICS Corpの売上複合成長率が高い（8.0% 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。
ユナイテッド・セラピューティクスは米国のバイオテクノロジー企業で、異種移植を含む臓器移植関連の医薬品や技術を開発しています。主力製品の多くは肺疾患治療や臓器製造分野向けで、メリーランド州とノースカロライナ州に2つの本社を置き、米国各地やカナダにも拠点を構えています。
ATMU vs UTHR — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $446.6M | $790.2M |
| 純利益 | $48.0M | $364.3M |
| 粗利率 | 28.5% | 86.9% |
| 営業利益率 | 15.8% | 45.1% |
| 純利益率 | 10.7% | 46.1% |
| 売上前年比 | 9.8% | 7.4% |
| 純利益前年比 | 19.7% | 20.9% |
| EPS（希薄化後） | $0.58 | $7.66 |
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 | $790.2M | ||
| Q3 25 | $447.7M | $799.5M | ||
| Q2 25 | $453.5M | $798.6M | ||
| Q1 25 | $416.5M | $794.4M | ||
| Q4 24 | $406.7M | $735.9M | ||
| Q3 24 | $403.7M | $748.9M | ||
| Q2 24 | $432.6M | $714.9M | ||
| Q1 24 | $426.6M | $677.7M |
| Q4 25 | $48.0M | $364.3M | ||
| Q3 25 | $54.8M | $338.7M | ||
| Q2 25 | $59.9M | $309.5M | ||
| Q1 25 | $44.7M | $322.2M | ||
| Q4 24 | $40.1M | $301.3M | ||
| Q3 24 | $43.8M | $309.1M | ||
| Q2 24 | $56.2M | $278.1M | ||
| Q1 24 | $45.5M | $306.6M |
| Q4 25 | 28.5% | 86.9% | ||
| Q3 25 | 28.9% | 87.4% | ||
| Q2 25 | 28.9% | 89.0% | ||
| Q1 25 | 26.5% | 88.4% | ||
| Q4 24 | 26.3% | 89.7% | ||
| Q3 24 | 27.6% | 88.9% | ||
| Q2 24 | 30.5% | 89.1% | ||
| Q1 24 | 26.2% | 89.2% |
| Q4 25 | 15.8% | 45.1% | ||
| Q3 25 | 18.3% | 48.6% | ||
| Q2 25 | 18.0% | 45.6% | ||
| Q1 25 | 15.6% | 48.2% | ||
| Q4 24 | 13.4% | 48.6% | ||
| Q3 24 | 15.7% | 45.8% | ||
| Q2 24 | 18.4% | 44.7% | ||
| Q1 24 | 16.1% | 52.6% |
| Q4 25 | 10.7% | 46.1% | ||
| Q3 25 | 12.2% | 42.4% | ||
| Q2 25 | 13.2% | 38.8% | ||
| Q1 25 | 10.7% | 40.6% | ||
| Q4 24 | 9.9% | 40.9% | ||
| Q3 24 | 10.8% | 41.3% | ||
| Q2 24 | 13.0% | 38.9% | ||
| Q1 24 | 10.7% | 45.2% |
| Q4 25 | $0.58 | $7.66 | ||
| Q3 25 | $0.66 | $7.16 | ||
| Q2 25 | $0.72 | $6.41 | ||
| Q1 25 | $0.54 | $6.63 | ||
| Q4 24 | $0.49 | $6.23 | ||
| Q3 24 | $0.52 | $6.39 | ||
| Q2 24 | $0.67 | $5.85 | ||
| Q1 24 | $0.54 | $6.17 |
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 | $2.9B |
| 総負債低いほど良い | $570.0M | — |
| 株主資本純資産 | $378.5M | $7.1B |
| 総資産 | $1.4B | $7.9B |
| 負債/資本比率低いほどレバレッジが低い | 1.51× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $236.4M | $2.9B | ||
| Q3 25 | $218.3M | $2.8B | ||
| Q2 25 | $190.8M | $3.0B | ||
| Q1 25 | $183.3M | $3.3B | ||
| Q4 24 | $184.3M | $3.3B | ||
| Q3 24 | $196.8M | $3.3B | ||
| Q2 24 | $160.5M | $3.0B | ||
| Q1 24 | $149.2M | $2.7B |
| Q4 25 | $570.0M | — | ||
| Q3 25 | $577.5M | — | ||
| Q2 25 | $585.0M | — | ||
| Q1 25 | $588.8M | — | ||
| Q4 24 | $592.5M | — | ||
| Q3 24 | $596.2M | — | ||
| Q2 24 | $600.0M | — | ||
| Q1 24 | $600.0M | — |
| Q4 25 | $378.5M | $7.1B | ||
| Q3 25 | $336.7M | $6.6B | ||
| Q2 25 | $316.3M | $7.2B | ||
| Q1 25 | $265.3M | $6.8B | ||
| Q4 24 | $227.4M | $6.4B | ||
| Q3 24 | $221.2M | $6.1B | ||
| Q2 24 | $178.1M | $5.7B | ||
| Q1 24 | $121.8M | $5.3B |
| Q4 25 | $1.4B | $7.9B | ||
| Q3 25 | $1.3B | $7.4B | ||
| Q2 25 | $1.3B | $7.9B | ||
| Q1 25 | $1.2B | $7.7B | ||
| Q4 24 | $1.2B | $7.4B | ||
| Q3 24 | $1.2B | $7.1B | ||
| Q2 24 | $1.2B | $6.7B | ||
| Q1 24 | $1.1B | $6.5B |
| Q4 25 | 1.51× | — | ||
| Q3 25 | 1.72× | — | ||
| Q2 25 | 1.85× | — | ||
| Q1 25 | 2.22× | — | ||
| Q4 24 | 2.61× | — | ||
| Q3 24 | 2.70× | — | ||
| Q2 24 | 3.37× | — | ||
| Q1 24 | 4.93× | — |
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 | $346.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $31.2M | $173.3M |
| FCFマージンFCF / 売上 | 7.0% | 21.9% |
| 設備投資強度設備投資 / 売上 | 3.6% | 21.9% |
| キャッシュ転換率営業CF / 純利益 | 0.99× | 0.95× |
| 直近12ヶ月FCF直近4四半期 | $148.8M | $1.0B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $47.5M | $346.2M | ||
| Q3 25 | $82.1M | $562.1M | ||
| Q2 25 | $44.4M | $191.7M | ||
| Q1 25 | $28.7M | $461.2M | ||
| Q4 24 | $20.0M | $341.2M | ||
| Q3 24 | $70.7M | $377.2M | ||
| Q2 24 | $22.9M | $232.2M | ||
| Q1 24 | $-8.2M | $376.5M |
| Q4 25 | $31.2M | $173.3M | ||
| Q3 25 | $68.9M | $351.6M | ||
| Q2 25 | $32.4M | $129.5M | ||
| Q1 25 | $16.3M | $386.3M | ||
| Q4 24 | $10.0M | $254.5M | ||
| Q3 24 | $54.3M | $300.7M | ||
| Q2 24 | $11.3M | $187.1M | ||
| Q1 24 | $-18.8M | $338.3M |
| Q4 25 | 7.0% | 21.9% | ||
| Q3 25 | 15.4% | 44.0% | ||
| Q2 25 | 7.1% | 16.2% | ||
| Q1 25 | 3.9% | 48.6% | ||
| Q4 24 | 2.5% | 34.6% | ||
| Q3 24 | 13.5% | 40.2% | ||
| Q2 24 | 2.6% | 26.2% | ||
| Q1 24 | -4.4% | 49.9% |
| Q4 25 | 3.6% | 21.9% | ||
| Q3 25 | 2.9% | 26.3% | ||
| Q2 25 | 2.6% | 7.8% | ||
| Q1 25 | 3.0% | 9.4% | ||
| Q4 24 | 2.5% | 11.8% | ||
| Q3 24 | 4.1% | 10.2% | ||
| Q2 24 | 2.7% | 6.3% | ||
| Q1 24 | 2.5% | 5.6% |
| Q4 25 | 0.99× | 0.95× | ||
| Q3 25 | 1.50× | 1.66× | ||
| Q2 25 | 0.74× | 0.62× | ||
| Q1 25 | 0.64× | 1.43× | ||
| Q4 24 | 0.50× | 1.13× | ||
| Q3 24 | 1.61× | 1.22× | ||
| Q2 24 | 0.41× | 0.83× | ||
| Q1 24 | -0.18× | 1.23× |
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% |
UTHR
| Tyvaso DPI | $338.6M | 43% |
| Remodulin | $128.0M | 16% |
| Nebulized Tyvaso | $125.7M | 16% |
| Orenitram | $121.2M | 15% |
| Unituxin | $62.3M | 8% |
| Adcirca | $7.8M | 1% |
| Other | $6.6M | 1% |
