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Aveanna Healthcare Holdings, Inc.（AVAH）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
IES Holdings, Inc.の直近四半期売上が大きい（$871.0M vs $621.9M、Aveanna Healthcare Holdings, Inc.の約1.4倍）。IES Holdings, Inc.の純利益率が高く（10.5% vs 2.3%、差は8.3%）。Aveanna Healthcare Holdings, Inc.の前年同期比売上増加率が高い（22.2% vs 16.2%）。過去8四半期でAveanna Healthcare Holdings, Inc.の売上複合成長率が高い（14.0% vs 11.1%）
Aveanna Healthcare Holdings, Inc.は米国の代表的な在宅・地域密着型医療サービス事業者で、小児在宅看護、成人向け介護、ホスピス、輸液療法などを提供しています。全米に広がる地域ケアセンター網を通じ、公的・民間保険加入者を中心にサービスを提供しています。
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。
AVAH vs IESC — 直接比較
損益計算書 — Q3 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $621.9M | $871.0M |
| 純利益 | $14.1M | $91.8M |
| 粗利率 | 32.6% | 25.3% |
| 営業利益率 | 8.6% | 11.2% |
| 純利益率 | 2.3% | 10.5% |
| 売上前年比 | 22.2% | 16.2% |
| 純利益前年比 | 132.8% | 59.1% |
| EPS（希薄化後） | $0.06 | $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 | — | $871.0M | ||
| Q3 25 | $621.9M | $897.8M | ||
| Q2 25 | $589.6M | $890.2M | ||
| Q1 25 | $559.2M | $834.0M | ||
| Q4 24 | $519.9M | $749.5M | ||
| Q3 24 | $509.0M | $775.8M | ||
| Q2 24 | $505.0M | $768.4M | ||
| Q1 24 | $490.7M | $705.7M |
| Q4 25 | — | $91.8M | ||
| Q3 25 | $14.1M | $102.3M | ||
| Q2 25 | $27.0M | $79.3M | ||
| Q1 25 | $5.2M | $72.6M | ||
| Q4 24 | $29.2M | $57.7M | ||
| Q3 24 | $-42.8M | $65.5M | ||
| Q2 24 | $13.9M | $66.6M | ||
| Q1 24 | $-11.2M | $56.8M |
| Q4 25 | — | 25.3% | ||
| Q3 25 | 32.6% | 26.0% | ||
| Q2 25 | 35.8% | 26.9% | ||
| Q1 25 | 32.8% | 25.0% | ||
| Q4 24 | 33.0% | 23.8% | ||
| Q3 24 | 31.4% | 24.0% | ||
| Q2 24 | 31.3% | 25.3% | ||
| Q1 24 | 29.7% | 24.3% |
| Q4 25 | — | 11.2% | ||
| Q3 25 | 8.6% | 11.6% | ||
| Q2 25 | 13.6% | 12.6% | ||
| Q1 25 | 9.3% | 11.1% | ||
| Q4 24 | 8.8% | 10.0% | ||
| Q3 24 | 6.7% | 9.7% | ||
| Q2 24 | 7.4% | 11.7% | ||
| Q1 24 | 4.7% | 11.0% |
| Q4 25 | — | 10.5% | ||
| Q3 25 | 2.3% | 11.4% | ||
| Q2 25 | 4.6% | 8.9% | ||
| Q1 25 | 0.9% | 8.7% | ||
| Q4 24 | 5.6% | 7.7% | ||
| Q3 24 | -8.4% | 8.4% | ||
| Q2 24 | 2.8% | 8.7% | ||
| Q1 24 | -2.3% | 8.0% |
| Q4 25 | — | $4.51 | ||
| Q3 25 | $0.06 | $4.99 | ||
| Q2 25 | $0.13 | $3.81 | ||
| Q1 25 | $0.03 | $3.50 | ||
| Q4 24 | $0.15 | $2.72 | ||
| Q3 24 | $-0.22 | $3.06 | ||
| Q2 24 | $0.07 | $2.67 | ||
| Q1 24 | $-0.06 | $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 | $145.9M | $258.7M |
| 総負債低いほど良い | $1.3B | — |
| 株主資本純資産 | $9.2M | $961.1M |
| 総資産 | $1.8B | $1.7B |
| 負債/資本比率低いほどレバレッジが低い | 141.83× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $258.7M | ||
| Q3 25 | $145.9M | $231.8M | ||
| Q2 25 | $100.7M | $168.3M | ||
| Q1 25 | $71.5M | $88.3M | ||
| Q4 24 | $84.3M | $112.0M | ||
| Q3 24 | $78.5M | $135.8M | ||
| Q2 24 | $47.7M | $44.9M | ||
| Q1 24 | $42.6M | $106.0M |
| Q4 25 | — | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.3B | — |
| Q4 25 | — | $961.1M | ||
| Q3 25 | $9.2M | $884.0M | ||
| Q2 25 | $-12.0M | $781.4M | ||
| Q1 25 | $-100.1M | $705.8M | ||
| Q4 24 | $-123.6M | $652.4M | ||
| Q3 24 | $-156.4M | $611.1M | ||
| Q2 24 | $-119.0M | $567.5M | ||
| Q1 24 | $-136.3M | $534.8M |
| Q4 25 | — | $1.7B | ||
| Q3 25 | $1.8B | $1.6B | ||
| Q2 25 | $1.8B | $1.5B | ||
| Q1 25 | $1.7B | $1.4B | ||
| Q4 24 | $1.7B | $1.3B | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $1.7B | $1.2B | ||
| Q1 24 | $1.6B | $1.1B |
| Q4 25 | — | — | ||
| Q3 25 | 141.83× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $33.2M | $27.7M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $-18.9M |
| FCFマージンFCF / 売上 | — | -2.2% |
| 設備投資強度設備投資 / 売上 | — | 5.3% |
| キャッシュ転換率営業CF / 純利益 | 2.36× | 0.30× |
| 直近12ヶ月FCF直近4四半期 | — | $175.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $27.7M | ||
| Q3 25 | $33.2M | $132.0M | ||
| Q2 25 | $51.6M | $92.0M | ||
| Q1 25 | $-8.6M | $24.8M | ||
| Q4 24 | $13.4M | $37.3M | ||
| Q3 24 | $29.4M | $92.8M | ||
| Q2 24 | $1.8M | $82.9M | ||
| Q1 24 | $-12.0M | $33.7M |
| Q4 25 | — | $-18.9M | ||
| Q3 25 | — | $112.0M | ||
| Q2 25 | — | $74.8M | ||
| Q1 25 | — | $7.9M | ||
| Q4 24 | — | $24.1M | ||
| Q3 24 | — | $78.5M | ||
| Q2 24 | — | $65.4M | ||
| Q1 24 | — | $26.9M |
| Q4 25 | — | -2.2% | ||
| Q3 25 | — | 12.5% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 10.1% | ||
| Q2 24 | — | 8.5% | ||
| Q1 24 | — | 3.8% |
| Q4 25 | — | 5.3% | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | — | 1.9% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.8% | ||
| Q3 24 | — | 1.8% | ||
| Q2 24 | — | 2.3% | ||
| Q1 24 | — | 1.0% |
| Q4 25 | — | 0.30× | ||
| Q3 25 | 2.36× | 1.29× | ||
| Q2 25 | 1.91× | 1.16× | ||
| Q1 25 | -1.66× | 0.34× | ||
| Q4 24 | 0.46× | 0.65× | ||
| Q3 24 | — | 1.42× | ||
| Q2 24 | 0.13× | 1.24× | ||
| Q1 24 | — | 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
AVAH
| Private Duty Services | $514.4M | 83% |
| Home Health And Hospice | $62.4M | 10% |
| Medical Solutions | $45.1M | 7% |
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% |
