vs
AvalonBay Communities（AVB）とLCI INDUSTRIES（LCII）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
LCI INDUSTRIESの直近四半期売上が大きい（$932.7M vs $767.9M、AvalonBay Communitiesの約1.2倍）。AvalonBay Communitiesの純利益率が高く（9040.6% vs 2.0%、差は9038.6%）。LCI INDUSTRIESの前年同期比売上増加率が高い（16.1% 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 $64.3M）。過去8四半期でAvalonBay Communitiesの売上複合成長率が高い（3.8% vs -1.8%）
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。
ラッキーコア・インダストリーズ・リミテッドは旧ICIパキスタンとして知られるパキスタンの複合企業グループで、本社をカラチに置き、ポリエステル、医薬品、農業化学品、ソーダ灰、獣医薬品などの製造・供給を行っています。
AVB vs LCII — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $767.9M | $932.7M |
| 純利益 | $166.0M | $18.7M |
| 粗利率 | — | 22.1% |
| 営業利益率 | 64.2% | 3.8% |
| 純利益率 | 9040.6% | 2.0% |
| 売上前年比 | 3.7% | 16.1% |
| 純利益前年比 | -41.2% | 95.7% |
| EPS（希薄化後） | $1.18 | $0.79 |
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 | $932.7M | ||
| Q3 25 | $766.8M | $1.0B | ||
| Q2 25 | $760.2M | $1.1B | ||
| Q1 25 | $745.9M | $1.0B | ||
| Q4 24 | $740.5M | $803.1M | ||
| Q3 24 | $734.3M | $915.5M | ||
| Q2 24 | $726.0M | $1.1B | ||
| Q1 24 | $712.9M | $968.0M |
| Q4 25 | $166.0M | $18.7M | ||
| Q3 25 | $381.3M | $62.5M | ||
| Q2 25 | $268.7M | $57.6M | ||
| Q1 25 | $236.6M | $49.4M | ||
| Q4 24 | $282.1M | $9.5M | ||
| Q3 24 | $372.5M | $35.6M | ||
| Q2 24 | $253.9M | $61.2M | ||
| Q1 24 | $173.4M | $36.5M |
| Q4 25 | — | 22.1% | ||
| Q3 25 | — | 24.4% | ||
| Q2 25 | — | 24.4% | ||
| Q1 25 | — | 24.1% | ||
| Q4 24 | — | 21.1% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 25.3% | ||
| Q1 24 | — | 23.1% |
| Q4 25 | 64.2% | 3.8% | ||
| Q3 25 | 65.7% | 7.3% | ||
| Q2 25 | 67.6% | 7.9% | ||
| Q1 25 | 68.5% | 7.8% | ||
| Q4 24 | 63.1% | 2.0% | ||
| Q3 24 | 65.4% | 5.9% | ||
| Q2 24 | 66.6% | 8.6% | ||
| Q1 24 | 67.2% | 6.0% |
| Q4 25 | 9040.6% | 2.0% | ||
| Q3 25 | 49.7% | 6.0% | ||
| Q2 25 | 35.3% | 5.2% | ||
| Q1 25 | 31.7% | 4.7% | ||
| Q4 24 | 38.1% | 1.2% | ||
| Q3 24 | 50.7% | 3.9% | ||
| Q2 24 | 35.0% | 5.8% | ||
| Q1 24 | 24.3% | 3.8% |
| Q4 25 | $1.18 | $0.79 | ||
| Q3 25 | $2.68 | $2.55 | ||
| Q2 25 | $1.88 | $2.29 | ||
| Q1 25 | $1.66 | $1.94 | ||
| Q4 24 | $1.99 | $0.37 | ||
| Q3 24 | $2.61 | $1.39 | ||
| Q2 24 | $1.78 | $2.40 | ||
| Q1 24 | $1.22 | $1.44 |
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 | $222.6M |
| 総負債低いほど良い | $9.3B | $945.2M |
| 株主資本純資産 | $11.6B | $1.4B |
| 総資産 | $22.2B | $3.2B |
| 負債/資本比率低いほどレバレッジが低い | 0.80× | 0.69× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $187.2M | $222.6M | ||
| Q3 25 | $123.3M | $199.7M | ||
| Q2 25 | $102.8M | $191.9M | ||
| Q1 25 | $53.3M | $231.2M | ||
| Q4 24 | $108.6M | $165.8M | ||
| Q3 24 | $552.4M | $161.2M | ||
| Q2 24 | $545.8M | $130.4M | ||
| Q1 24 | $287.9M | $22.6M |
| Q4 25 | $9.3B | $945.2M | ||
| Q3 25 | $8.7B | $947.8M | ||
| Q2 25 | $8.7B | $948.0M | ||
| Q1 25 | $8.3B | $938.3M | ||
| Q4 24 | $8.1B | $757.3M | ||
| Q3 24 | $8.4B | $822.5M | ||
| Q2 24 | $8.4B | $829.7M | ||
| Q1 24 | $8.0B | $855.3M |
| Q4 25 | $11.6B | $1.4B | ||
| Q3 25 | $11.9B | $1.4B | ||
| Q2 25 | $11.9B | $1.4B | ||
| Q1 25 | $11.9B | $1.4B | ||
| Q4 24 | $11.9B | $1.4B | ||
| Q3 24 | $11.9B | $1.4B | ||
| Q2 24 | $11.7B | $1.4B | ||
| Q1 24 | $11.7B | $1.4B |
| Q4 25 | $22.2B | $3.2B | ||
| Q3 25 | $21.9B | $3.2B | ||
| Q2 25 | $21.8B | $3.2B | ||
| Q1 25 | $21.2B | $3.1B | ||
| Q4 24 | $21.0B | $2.9B | ||
| Q3 24 | $21.3B | $3.0B | ||
| Q2 24 | $21.0B | $3.0B | ||
| Q1 24 | $20.6B | $3.0B |
| Q4 25 | 0.80× | 0.69× | ||
| Q3 25 | 0.73× | 0.70× | ||
| Q2 25 | 0.72× | 0.68× | ||
| Q1 25 | 0.70× | 0.69× | ||
| Q4 24 | 0.68× | 0.55× | ||
| Q3 24 | 0.70× | 0.58× | ||
| Q2 24 | 0.71× | 0.60× | ||
| Q1 24 | 0.68× | 0.63× |
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 | $78.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $1.4B | $64.3M |
| FCFマージンFCF / 売上 | 183.5% | 6.9% |
| 設備投資強度設備投資 / 売上 | 34.1% | 1.6% |
| キャッシュ転換率営業CF / 純利益 | 10.07× | 4.22× |
| 直近12ヶ月FCF直近4四半期 | $2.5B | $278.3M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.7B | $78.9M | ||
| Q3 25 | $477.0M | $97.2M | ||
| Q2 25 | $377.8M | $112.2M | ||
| Q1 25 | $415.9M | $42.7M | ||
| Q4 24 | $1.6B | $106.6M | ||
| Q3 24 | $486.2M | $78.4M | ||
| Q2 24 | $380.0M | $192.9M | ||
| Q1 24 | $412.9M | $-7.7M |
| Q4 25 | $1.4B | $64.3M | ||
| Q3 25 | $402.2M | $80.9M | ||
| Q2 25 | $317.1M | $99.5M | ||
| Q1 25 | $367.5M | $33.7M | ||
| Q4 24 | $1.4B | $95.7M | ||
| Q3 24 | $434.2M | $68.3M | ||
| Q2 24 | $333.0M | $180.2M | ||
| Q1 24 | $375.4M | $-16.3M |
| Q4 25 | 183.5% | 6.9% | ||
| Q3 25 | 52.5% | 7.8% | ||
| Q2 25 | 41.7% | 9.0% | ||
| Q1 25 | 49.3% | 3.2% | ||
| Q4 24 | 191.0% | 11.9% | ||
| Q3 24 | 59.1% | 7.5% | ||
| Q2 24 | 45.9% | 17.1% | ||
| Q1 24 | 52.7% | -1.7% |
| Q4 25 | 34.1% | 1.6% | ||
| Q3 25 | 9.8% | 1.6% | ||
| Q2 25 | 8.0% | 1.2% | ||
| Q1 25 | 6.5% | 0.9% | ||
| Q4 24 | 26.1% | 1.4% | ||
| Q3 24 | 7.1% | 1.1% | ||
| Q2 24 | 6.5% | 1.2% | ||
| Q1 24 | 5.3% | 0.9% |
| Q4 25 | 10.07× | 4.22× | ||
| Q3 25 | 1.25× | 1.55× | ||
| Q2 25 | 1.41× | 1.95× | ||
| Q1 25 | 1.76× | 0.86× | ||
| Q4 24 | 5.70× | 11.17× | ||
| Q3 24 | 1.31× | 2.20× | ||
| Q2 24 | 1.50× | 3.15× | ||
| Q1 24 | 2.38× | -0.21× |
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
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
