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AvalonBay Communities（AVB）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 $767.9M、AvalonBay Communitiesの約1.1倍）。AvalonBay Communitiesの純利益率が高く（9040.6% vs 10.5%、差は9030.0%）。IES Holdings, Inc.の前年同期比売上増加率が高い（16.2% vs 3.7%）。AvalonBay Communitiesの直近四半期フリーキャッシュフローが多い（$1.4B vs $-18.9M）。過去8四半期でIES Holdings, Inc.の売上複合成長率が高い（11.1% vs 3.8%）
アバロンベイ・コミュニティーズは上場不動産投資信託（REIT）で、アパート物件を中心に投資事業を展開している。優れた立地のアパートを多数保有・運営し、入居者に高品質な居住サービスを提供しており、北米の住宅不動産投資分野で高い知名度と専門的評価を得ている。
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。
AVB vs IESC — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $767.9M | $871.0M |
| 純利益 | $166.0M | $91.8M |
| 粗利率 | — | 25.3% |
| 営業利益率 | 64.2% | 11.2% |
| 純利益率 | 9040.6% | 10.5% |
| 売上前年比 | 3.7% | 16.2% |
| 純利益前年比 | -41.2% | 59.1% |
| EPS（希薄化後） | $1.18 | $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 | $767.9M | $871.0M | ||
| Q3 25 | $766.8M | $897.8M | ||
| Q2 25 | $760.2M | $890.2M | ||
| Q1 25 | $745.9M | $834.0M | ||
| Q4 24 | $740.5M | $749.5M | ||
| Q3 24 | $734.3M | $775.8M | ||
| Q2 24 | $726.0M | $768.4M | ||
| Q1 24 | $712.9M | $705.7M |
| Q4 25 | $166.0M | $91.8M | ||
| Q3 25 | $381.3M | $102.3M | ||
| Q2 25 | $268.7M | $79.3M | ||
| Q1 25 | $236.6M | $72.6M | ||
| Q4 24 | $282.1M | $57.7M | ||
| Q3 24 | $372.5M | $65.5M | ||
| Q2 24 | $253.9M | $66.6M | ||
| Q1 24 | $173.4M | $56.8M |
| Q4 25 | — | 25.3% | ||
| Q3 25 | — | 26.0% | ||
| Q2 25 | — | 26.9% | ||
| Q1 25 | — | 25.0% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 25.3% | ||
| Q1 24 | — | 24.3% |
| Q4 25 | 64.2% | 11.2% | ||
| Q3 25 | 65.7% | 11.6% | ||
| Q2 25 | 67.6% | 12.6% | ||
| Q1 25 | 68.5% | 11.1% | ||
| Q4 24 | 63.1% | 10.0% | ||
| Q3 24 | 65.4% | 9.7% | ||
| Q2 24 | 66.6% | 11.7% | ||
| Q1 24 | 67.2% | 11.0% |
| Q4 25 | 9040.6% | 10.5% | ||
| Q3 25 | 49.7% | 11.4% | ||
| Q2 25 | 35.3% | 8.9% | ||
| Q1 25 | 31.7% | 8.7% | ||
| Q4 24 | 38.1% | 7.7% | ||
| Q3 24 | 50.7% | 8.4% | ||
| Q2 24 | 35.0% | 8.7% | ||
| Q1 24 | 24.3% | 8.0% |
| Q4 25 | $1.18 | $4.51 | ||
| Q3 25 | $2.68 | $4.99 | ||
| Q2 25 | $1.88 | $3.81 | ||
| Q1 25 | $1.66 | $3.50 | ||
| Q4 24 | $1.99 | $2.72 | ||
| Q3 24 | $2.61 | $3.06 | ||
| Q2 24 | $1.78 | $2.67 | ||
| Q1 24 | $1.22 | $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 | $187.2M | $258.7M |
| 総負債低いほど良い | $9.3B | — |
| 株主資本純資産 | $11.6B | $961.1M |
| 総資産 | $22.2B | $1.7B |
| 負債/資本比率低いほどレバレッジが低い | 0.80× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $187.2M | $258.7M | ||
| Q3 25 | $123.3M | $231.8M | ||
| Q2 25 | $102.8M | $168.3M | ||
| Q1 25 | $53.3M | $88.3M | ||
| Q4 24 | $108.6M | $112.0M | ||
| Q3 24 | $552.4M | $135.8M | ||
| Q2 24 | $545.8M | $44.9M | ||
| Q1 24 | $287.9M | $106.0M |
| Q4 25 | $9.3B | — | ||
| Q3 25 | $8.7B | — | ||
| Q2 25 | $8.7B | — | ||
| Q1 25 | $8.3B | — | ||
| Q4 24 | $8.1B | — | ||
| Q3 24 | $8.4B | — | ||
| Q2 24 | $8.4B | — | ||
| Q1 24 | $8.0B | — |
| Q4 25 | $11.6B | $961.1M | ||
| Q3 25 | $11.9B | $884.0M | ||
| Q2 25 | $11.9B | $781.4M | ||
| Q1 25 | $11.9B | $705.8M | ||
| Q4 24 | $11.9B | $652.4M | ||
| Q3 24 | $11.9B | $611.1M | ||
| Q2 24 | $11.7B | $567.5M | ||
| Q1 24 | $11.7B | $534.8M |
| Q4 25 | $22.2B | $1.7B | ||
| Q3 25 | $21.9B | $1.6B | ||
| Q2 25 | $21.8B | $1.5B | ||
| Q1 25 | $21.2B | $1.4B | ||
| Q4 24 | $21.0B | $1.3B | ||
| Q3 24 | $21.3B | $1.2B | ||
| Q2 24 | $21.0B | $1.2B | ||
| Q1 24 | $20.6B | $1.1B |
| Q4 25 | 0.80× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 0.71× | — | ||
| Q1 24 | 0.68× | — |
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 | $1.7B | $27.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $1.4B | $-18.9M |
| FCFマージンFCF / 売上 | 183.5% | -2.2% |
| 設備投資強度設備投資 / 売上 | 34.1% | 5.3% |
| キャッシュ転換率営業CF / 純利益 | 10.07× | 0.30× |
| 直近12ヶ月FCF直近4四半期 | $2.5B | $175.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.7B | $27.7M | ||
| Q3 25 | $477.0M | $132.0M | ||
| Q2 25 | $377.8M | $92.0M | ||
| Q1 25 | $415.9M | $24.8M | ||
| Q4 24 | $1.6B | $37.3M | ||
| Q3 24 | $486.2M | $92.8M | ||
| Q2 24 | $380.0M | $82.9M | ||
| Q1 24 | $412.9M | $33.7M |
| Q4 25 | $1.4B | $-18.9M | ||
| Q3 25 | $402.2M | $112.0M | ||
| Q2 25 | $317.1M | $74.8M | ||
| Q1 25 | $367.5M | $7.9M | ||
| Q4 24 | $1.4B | $24.1M | ||
| Q3 24 | $434.2M | $78.5M | ||
| Q2 24 | $333.0M | $65.4M | ||
| Q1 24 | $375.4M | $26.9M |
| Q4 25 | 183.5% | -2.2% | ||
| Q3 25 | 52.5% | 12.5% | ||
| Q2 25 | 41.7% | 8.4% | ||
| Q1 25 | 49.3% | 0.9% | ||
| Q4 24 | 191.0% | 3.2% | ||
| Q3 24 | 59.1% | 10.1% | ||
| Q2 24 | 45.9% | 8.5% | ||
| Q1 24 | 52.7% | 3.8% |
| Q4 25 | 34.1% | 5.3% | ||
| Q3 25 | 9.8% | 2.2% | ||
| Q2 25 | 8.0% | 1.9% | ||
| Q1 25 | 6.5% | 2.0% | ||
| Q4 24 | 26.1% | 1.8% | ||
| Q3 24 | 7.1% | 1.8% | ||
| Q2 24 | 6.5% | 2.3% | ||
| Q1 24 | 5.3% | 1.0% |
| Q4 25 | 10.07× | 0.30× | ||
| Q3 25 | 1.25× | 1.29× | ||
| Q2 25 | 1.41× | 1.16× | ||
| Q1 25 | 1.76× | 0.34× | ||
| Q4 24 | 5.70× | 0.65× | ||
| Q3 24 | 1.31× | 1.42× | ||
| Q2 24 | 1.50× | 1.24× | ||
| Q1 24 | 2.38× | 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
AVB
セグメントデータなし
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% |
