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AVIAT NETWORKS, INC.（AVNW）とLandBridge Co LLC（LB）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
AVIAT NETWORKS, INC.の直近四半期売上が大きい（$111.5M vs $51.0M、LandBridge Co LLCの約2.2倍）。LandBridge Co LLCの純利益率が高く（35.0% vs 5.1%、差は29.9%）。LandBridge Co LLCの前年同期比売上増加率が高い（16.0% vs -5.7%）。LandBridge Co LLCの直近四半期フリーキャッシュフローが多い（$40.9M vs $22.5M）。過去8四半期でLandBridge Co LLCの売上複合成長率が高い（40.2% vs 0.3%）
Aviat Networksは世界的に事業を展開するマイクロ波伝送・バックホールソリューションのプロバイダーです。公共・民間の通信事業者に通信インフラを提供するほか、法人顧客に対しても関連サービスを供給し、顧客の安定したネットワーク構築を支援しています。
AVNW vs LB — 直接比較
売上が大きい
AVNW
2.2倍大きい
$51.0M
売上成長率が高い
LB
+21.7%の差
-5.7%
純利益率が高い
LB
純利益率が29.9%高い
5.1%
フリーキャッシュフローが多い
LB
FCF $18.5M多い
$22.5M
2年売上CAGRが高い
LB
2年複合成長率
0.3%
損益計算書 — Q2 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $111.5M | $51.0M |
| 純利益 | $5.7M | $17.9M |
| 粗利率 | 32.4% | — |
| 営業利益率 | 6.5% | 57.2% |
| 純利益率 | 5.1% | 35.0% |
| 売上前年比 | -5.7% | 16.0% |
| 純利益前年比 | 27.2% | 15.6% |
| EPS（希薄化後） | $0.44 | — |
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
売上AVNWLB
| Q1 26 | — | $51.0M | ||
| Q4 25 | $111.5M | $56.8M | ||
| Q3 25 | $107.3M | $50.8M | ||
| Q2 25 | $115.3M | $47.5M | ||
| Q1 25 | $112.6M | $44.0M | ||
| Q4 24 | $118.2M | $36.5M | ||
| Q3 24 | $88.4M | $28.5M | ||
| Q2 24 | $116.7M | $26.0M |
純利益AVNWLB
| Q1 26 | — | $17.9M | ||
| Q4 25 | $5.7M | $8.1M | ||
| Q3 25 | $162.0K | $8.1M | ||
| Q2 25 | $5.2M | $7.5M | ||
| Q1 25 | $3.5M | $6.5M | ||
| Q4 24 | $4.5M | $49.3M | ||
| Q3 24 | $-11.9M | $2.7M | ||
| Q2 24 | $1.5M | $-57.7M |
粗利率AVNWLB
| Q1 26 | — | — | ||
| Q4 25 | 32.4% | — | ||
| Q3 25 | 33.2% | — | ||
| Q2 25 | 34.2% | — | ||
| Q1 25 | 34.9% | — | ||
| Q4 24 | 34.6% | — | ||
| Q3 24 | 22.4% | — | ||
| Q2 24 | 35.3% | — |
営業利益率AVNWLB
| Q1 26 | — | 57.2% | ||
| Q4 25 | 6.5% | 60.0% | ||
| Q3 25 | 4.8% | 60.8% | ||
| Q2 25 | 7.7% | 60.0% | ||
| Q1 25 | 8.3% | 57.0% | ||
| Q4 24 | 6.7% | 49.4% | ||
| Q3 24 | -17.6% | 11.2% | ||
| Q2 24 | 4.7% | -197.4% |
純利益率AVNWLB
| Q1 26 | — | 35.0% | ||
| Q4 25 | 5.1% | 14.2% | ||
| Q3 25 | 0.2% | 15.9% | ||
| Q2 25 | 4.5% | 15.8% | ||
| Q1 25 | 3.1% | 14.7% | ||
| Q4 24 | 3.8% | 135.2% | ||
| Q3 24 | -13.4% | 9.3% | ||
| Q2 24 | 1.3% | -222.1% |
EPS（希薄化後）AVNWLB
| Q1 26 | — | — | ||
| Q4 25 | $0.44 | $0.24 | ||
| Q3 25 | $0.01 | $0.26 | ||
| Q2 25 | $0.42 | $0.24 | ||
| Q1 25 | $0.27 | $0.20 | ||
| Q4 24 | $0.35 | — | ||
| Q3 24 | $-0.94 | $-0.04 | ||
| Q2 24 | $0.11 | — |
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 | $86.5M | $29.7M |
| 総負債低いほど良い | $105.4M | $433.0K |
| 株主資本純資産 | $271.6M | — |
| 総資産 | $659.4M | $1.4B |
| 負債/資本比率低いほどレバレッジが低い | 0.39× | — |
8四半期トレンド — 暦四半期で整列
現金・短期投資AVNWLB
| Q1 26 | — | $29.7M | ||
| Q4 25 | $86.5M | $30.7M | ||
| Q3 25 | $64.8M | $28.3M | ||
| Q2 25 | $59.7M | $20.3M | ||
| Q1 25 | $49.4M | $14.9M | ||
| Q4 24 | $52.6M | $37.0M | ||
| Q3 24 | $51.0M | $14.4M | ||
| Q2 24 | $64.6M | $24.6M |
総負債AVNWLB
| Q1 26 | — | $433.0K | ||
| Q4 25 | $105.4M | $570.7M | ||
| Q3 25 | $106.5M | $366.1M | ||
| Q2 25 | $87.6M | $370.9M | ||
| Q1 25 | $73.9M | $375.5M | ||
| Q4 24 | $74.9M | $385.5M | ||
| Q3 24 | $83.4M | $242.4M | ||
| Q2 24 | $48.4M | $360.8M |
株主資本AVNWLB
| Q1 26 | — | — | ||
| Q4 25 | $271.6M | $340.3M | ||
| Q3 25 | $263.6M | $272.0M | ||
| Q2 25 | $263.2M | $266.4M | ||
| Q1 25 | $256.1M | $217.0M | ||
| Q4 24 | $249.6M | $211.8M | ||
| Q3 24 | $247.1M | $97.2M | ||
| Q2 24 | $255.9M | $296.4M |
総資産AVNWLB
| Q1 26 | — | $1.4B | ||
| Q4 25 | $659.4M | $1.4B | ||
| Q3 25 | $643.3M | $1.1B | ||
| Q2 25 | $633.3M | $1.1B | ||
| Q1 25 | $628.3M | $1.0B | ||
| Q4 24 | $594.1M | $1.0B | ||
| Q3 24 | $590.9M | $689.9M | ||
| Q2 24 | $535.2M | $710.5M |
負債/資本比率AVNWLB
| Q1 26 | — | — | ||
| Q4 25 | 0.39× | 1.68× | ||
| Q3 25 | 0.40× | 1.35× | ||
| Q2 25 | 0.33× | 1.39× | ||
| Q1 25 | 0.29× | 1.73× | ||
| Q4 24 | 0.30× | 1.82× | ||
| Q3 24 | 0.34× | 2.49× | ||
| Q2 24 | 0.19× | 1.22× |
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 | $23.9M | $41.1M |
| フリーキャッシュフロー営業CF - 設備投資 | $22.5M | $40.9M |
| FCFマージンFCF / 売上 | 20.2% | 80.3% |
| 設備投資強度設備投資 / 売上 | 1.3% | — |
| キャッシュ転換率営業CF / 純利益 | 4.18× | 2.30× |
| 直近12ヶ月FCF直近4四半期 | $16.1M | $232.8M |
8四半期トレンド — 暦四半期で整列
営業キャッシュフローAVNWLB
| Q1 26 | — | $41.1M | ||
| Q4 25 | $23.9M | $126.3M | ||
| Q3 25 | $-11.7M | $34.9M | ||
| Q2 25 | $10.5M | $37.3M | ||
| Q1 25 | $1.6M | $15.9M | ||
| Q4 24 | $20.8M | $67.6M | ||
| Q3 24 | $-27.2M | $7.5M | ||
| Q2 24 | $8.3M | $16.0M |
フリーキャッシュフローAVNWLB
| Q1 26 | — | $40.9M | ||
| Q4 25 | $22.5M | $122.0M | ||
| Q3 25 | $-13.5M | $33.7M | ||
| Q2 25 | $8.2M | $36.1M | ||
| Q1 25 | $-1.2M | $15.8M | ||
| Q4 24 | $18.3M | $66.7M | ||
| Q3 24 | $-32.6M | $7.1M | ||
| Q2 24 | $7.5M | $15.7M |
FCFマージンAVNWLB
| Q1 26 | — | 80.3% | ||
| Q4 25 | 20.2% | 214.9% | ||
| Q3 25 | -12.6% | 66.3% | ||
| Q2 25 | 7.1% | 75.9% | ||
| Q1 25 | -1.0% | 36.0% | ||
| Q4 24 | 15.5% | 182.6% | ||
| Q3 24 | -36.8% | 25.1% | ||
| Q2 24 | 6.4% | 60.4% |
設備投資強度AVNWLB
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 7.5% | ||
| Q3 25 | 1.6% | 2.3% | ||
| Q2 25 | 2.0% | 2.6% | ||
| Q1 25 | 2.5% | 0.2% | ||
| Q4 24 | 2.1% | 2.7% | ||
| Q3 24 | 6.1% | 1.1% | ||
| Q2 24 | 0.7% | 1.4% |
キャッシュ転換率AVNWLB
| Q1 26 | — | 2.30× | ||
| Q4 25 | 4.18× | 15.68× | ||
| Q3 25 | -72.48× | 4.31× | ||
| Q2 25 | 2.02× | 4.98× | ||
| Q1 25 | 0.46× | 2.46× | ||
| Q4 24 | 4.62× | 1.37× | ||
| Q3 24 | — | 2.80× | ||
| Q2 24 | 5.37× | — |
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
AVNW
| Products | $81.2M | 73% |
| Services | $30.3M | 27% |
LB
| Other | $14.2M | 28% |
| Easements and other surface-related revenues | $11.6M | 23% |
| Surface use royalties - related party | $11.0M | 22% |
| Resource sales | $5.2M | 10% |
| Resource royalties | $4.3M | 8% |
| Easements and other surface-related revenues - related party | $3.2M | 6% |
| Resource royalties - related party | $1.3M | 2% |
| Resource sales - related party | $205.0K | 0% |
