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AVIAT NETWORKS, INC.（AVNW）とUbiquiti Inc.（UI）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
Ubiquiti Inc.の直近四半期売上が大きい（$814.9M vs $111.5M、AVIAT NETWORKS, INC.の約7.3倍）。Ubiquiti Inc.の純利益率が高く（28.7% vs 5.1%、差は23.5%）。Ubiquiti Inc.の前年同期比売上増加率が高い（35.8% vs -5.7%）。Ubiquiti Inc.の直近四半期フリーキャッシュフローが多い（$260.3M vs $22.5M）。過去8四半期でUbiquiti Inc.の売上複合成長率が高い（28.6% 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。
Ubiquiti Inc.は2003年に米国カリフォルニア州サンノゼで設立されたテクノロジー企業で、現在はニューヨークに本社を置いています。複数のブランドを展開し、企業および一般家庭向けの有線・無線データ通信機器の製造・販売を事業の柱としています。
AVNW vs UI — 直接比較
損益計算書 — Q2 2026 vs Q2 2026
| 指標 | | |
|---|---|---|
| 売上 | $111.5M | $814.9M |
| 純利益 | $5.7M | $233.6M |
| 粗利率 | 32.4% | 45.9% |
| 営業利益率 | 6.5% | 35.9% |
| 純利益率 | 5.1% | 28.7% |
| 売上前年比 | -5.7% | 35.8% |
| 純利益前年比 | 27.2% | 70.8% |
| EPS（希薄化後） | $0.44 | $3.86 |
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 | $111.5M | $814.9M | ||
| Q3 25 | $107.3M | $733.8M | ||
| Q2 25 | $115.3M | $759.2M | ||
| Q1 25 | $112.6M | $664.2M | ||
| Q4 24 | $118.2M | $599.9M | ||
| Q3 24 | $88.4M | $550.3M | ||
| Q2 24 | $116.7M | $507.5M | ||
| Q1 24 | $110.8M | $493.0M |
| Q4 25 | $5.7M | $233.6M | ||
| Q3 25 | $162.0K | $207.9M | ||
| Q2 25 | $5.2M | $266.7M | ||
| Q1 25 | $3.5M | $180.4M | ||
| Q4 24 | $4.5M | $136.8M | ||
| Q3 24 | $-11.9M | $128.0M | ||
| Q2 24 | $1.5M | $103.8M | ||
| Q1 24 | $3.9M | $76.3M |
| Q4 25 | 32.4% | 45.9% | ||
| Q3 25 | 33.2% | 46.0% | ||
| Q2 25 | 34.2% | 45.1% | ||
| Q1 25 | 34.9% | 44.5% | ||
| Q4 24 | 34.6% | 41.2% | ||
| Q3 24 | 22.4% | 42.1% | ||
| Q2 24 | 35.3% | 40.2% | ||
| Q1 24 | 32.5% | 35.3% |
| Q4 25 | 6.5% | 35.9% | ||
| Q3 25 | 4.8% | 35.7% | ||
| Q2 25 | 7.7% | 34.4% | ||
| Q1 25 | 8.3% | 34.2% | ||
| Q4 24 | 6.7% | 29.8% | ||
| Q3 24 | -17.6% | 30.7% | ||
| Q2 24 | 4.7% | 27.3% | ||
| Q1 24 | 5.1% | 22.6% |
| Q4 25 | 5.1% | 28.7% | ||
| Q3 25 | 0.2% | 28.3% | ||
| Q2 25 | 4.5% | 35.1% | ||
| Q1 25 | 3.1% | 27.2% | ||
| Q4 24 | 3.8% | 22.8% | ||
| Q3 24 | -13.4% | 23.3% | ||
| Q2 24 | 1.3% | 20.5% | ||
| Q1 24 | 3.5% | 15.5% |
| Q4 25 | $0.44 | $3.86 | ||
| Q3 25 | $0.01 | $3.43 | ||
| Q2 25 | $0.42 | $4.40 | ||
| Q1 25 | $0.27 | $2.98 | ||
| Q4 24 | $0.35 | $2.26 | ||
| Q3 24 | $-0.94 | $2.12 | ||
| Q2 24 | $0.11 | $1.72 | ||
| Q1 24 | $0.30 | $1.26 |
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 | $302.8M |
| 総負債低いほど良い | $105.4M | $47.5M |
| 株主資本純資産 | $271.6M | $1.0B |
| 総資産 | $659.4M | $1.6B |
| 負債/資本比率低いほどレバレッジが低い | 0.39× | 0.05× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $86.5M | $302.8M | ||
| Q3 25 | $64.8M | $177.2M | ||
| Q2 25 | $59.7M | $149.7M | ||
| Q1 25 | $49.4M | $151.0M | ||
| Q4 24 | $52.6M | $133.1M | ||
| Q3 24 | $51.0M | $165.2M | ||
| Q2 24 | $64.6M | $126.3M | ||
| Q1 24 | $59.2M | $102.5M |
| Q4 25 | $105.4M | $47.5M | ||
| Q3 25 | $106.5M | $133.8M | ||
| Q2 25 | $87.6M | $250.0M | ||
| Q1 25 | $73.9M | $340.0M | ||
| Q4 24 | $74.9M | $406.3M | ||
| Q3 24 | $83.4M | $552.5M | ||
| Q2 24 | $48.4M | $708.1M | ||
| Q1 24 | $48.9M | $877.5M |
| Q4 25 | $271.6M | $1.0B | ||
| Q3 25 | $263.6M | $828.4M | ||
| Q2 25 | $263.2M | $668.3M | ||
| Q1 25 | $256.1M | $436.1M | ||
| Q4 24 | $249.6M | $290.4M | ||
| Q3 24 | $247.1M | $188.1M | ||
| Q2 24 | $255.9M | $95.1M | ||
| Q1 24 | $256.0M | $25.9M |
| Q4 25 | $659.4M | $1.6B | ||
| Q3 25 | $643.3M | $1.5B | ||
| Q2 25 | $633.3M | $1.5B | ||
| Q1 25 | $628.3M | $1.3B | ||
| Q4 24 | $594.1M | $1.2B | ||
| Q3 24 | $590.9M | $1.2B | ||
| Q2 24 | $535.2M | $1.2B | ||
| Q1 24 | $490.3M | $1.2B |
| Q4 25 | 0.39× | 0.05× | ||
| Q3 25 | 0.40× | 0.16× | ||
| Q2 25 | 0.33× | 0.37× | ||
| Q1 25 | 0.29× | 0.78× | ||
| Q4 24 | 0.30× | 1.40× | ||
| Q3 24 | 0.34× | 2.94× | ||
| Q2 24 | 0.19× | 7.45× | ||
| Q1 24 | 0.19× | 33.92× |
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 | $263.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $22.5M | $260.3M |
| FCFマージンFCF / 売上 | 20.2% | 31.9% |
| 設備投資強度設備投資 / 売上 | 1.3% | 0.4% |
| キャッシュ転換率営業CF / 純利益 | 4.18× | 1.13× |
| 直近12ヶ月FCF直近4四半期 | $16.1M | $699.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $23.9M | $263.9M | ||
| Q3 25 | $-11.7M | $198.5M | ||
| Q2 25 | $10.5M | $130.4M | ||
| Q1 25 | $1.6M | $123.6M | ||
| Q4 24 | $20.8M | $152.4M | ||
| Q3 24 | $-27.2M | $233.7M | ||
| Q2 24 | $8.3M | $231.4M | ||
| Q1 24 | $15.3M | $163.9M |
| Q4 25 | $22.5M | $260.3M | ||
| Q3 25 | $-13.5M | $193.3M | ||
| Q2 25 | $8.2M | $125.2M | ||
| Q1 25 | $-1.2M | $120.7M | ||
| Q4 24 | $18.3M | $150.4M | ||
| Q3 24 | $-32.6M | $231.1M | ||
| Q2 24 | $7.5M | $229.5M | ||
| Q1 24 | $14.8M | $160.6M |
| Q4 25 | 20.2% | 31.9% | ||
| Q3 25 | -12.6% | 26.3% | ||
| Q2 25 | 7.1% | 16.5% | ||
| Q1 25 | -1.0% | 18.2% | ||
| Q4 24 | 15.5% | 25.1% | ||
| Q3 24 | -36.8% | 42.0% | ||
| Q2 24 | 6.4% | 45.2% | ||
| Q1 24 | 13.4% | 32.6% |
| Q4 25 | 1.3% | 0.4% | ||
| Q3 25 | 1.6% | 0.7% | ||
| Q2 25 | 2.0% | 0.7% | ||
| Q1 25 | 2.5% | 0.4% | ||
| Q4 24 | 2.1% | 0.3% | ||
| Q3 24 | 6.1% | 0.5% | ||
| Q2 24 | 0.7% | 0.4% | ||
| Q1 24 | 0.4% | 0.7% |
| Q4 25 | 4.18× | 1.13× | ||
| Q3 25 | -72.48× | 0.95× | ||
| Q2 25 | 2.02× | 0.49× | ||
| Q1 25 | 0.46× | 0.68× | ||
| Q4 24 | 4.62× | 1.11× | ||
| Q3 24 | — | 1.83× | ||
| Q2 24 | 5.37× | 2.23× | ||
| Q1 24 | 3.96× | 2.15× |
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% |
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
