vs
Axos Financial, Inc.(AX)とMERIT MEDICAL SYSTEMS INC(MMSI)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
MERIT MEDICAL SYSTEMS INCの直近四半期売上が大きい($393.9M vs $385.1M、Axos Financial, Inc.の約1.0倍)。Axos Financial, Inc.の純利益率が高く(33.3% vs 9.6%、差は23.7%)。Axos Financial, Inc.の前年同期比売上増加率が高い(25.1% vs 10.9%)。Axos Financial, Inc.の直近四半期フリーキャッシュフローが多い($85.4M vs $74.0M)。過去8四半期でAxos Financial, Inc.の売上複合成長率が高い(14.3% vs 10.3%)
アクソス・ファイナンシャルは米国ネバダ州ラスベガスに本社を置く銀行持株会社で、ダイレクトバンクのアクソス銀行を子会社として保有している。登録投資顧問サービスや電子取引プラットフォームの提供も行い、デジタル金融分野で利便性の高いサービスを展開している。
メリットメディカルシステムズ社はグローバルな医療機器メーカーで、心臓病学、放射線学、腫瘍学、内視鏡検査、救命救護の各分野で使用される介入・診断用製品を開発・製造・販売しています。世界中の病院や医療機関に低侵襲のソリューションを提供し、患者の予後改善と診療効率の向上を支援しています。
AX vs MMSI — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | ||
|---|---|---|
| 売上 | $385.1M | $393.9M |
| 純利益 | $128.4M | $38.0M |
| 粗利率 | — | 49.6% |
| 営業利益率 | 45.6% | 13.8% |
| 純利益率 | 33.3% | 9.6% |
| 売上前年比 | 25.1% | 10.9% |
| 純利益前年比 | 22.6% | 36.0% |
| EPS(希薄化後) | $2.22 | $0.64 |
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 | $385.1M | $393.9M | ||
| Q3 25 | $323.4M | $384.2M | ||
| Q2 25 | $321.4M | $382.5M | ||
| Q1 25 | $308.8M | $355.4M | ||
| Q4 24 | $307.9M | $355.2M | ||
| Q3 24 | $320.7M | $339.8M | ||
| Q2 24 | $290.9M | $338.0M | ||
| Q1 24 | $294.8M | $323.5M |
| Q4 25 | $128.4M | $38.0M | ||
| Q3 25 | $112.4M | $27.8M | ||
| Q2 25 | $110.7M | $32.6M | ||
| Q1 25 | $105.2M | $30.1M | ||
| Q4 24 | $104.7M | $27.9M | ||
| Q3 24 | $112.3M | $28.4M | ||
| Q2 24 | $104.9M | $35.7M | ||
| Q1 24 | $110.7M | $28.2M |
| Q4 25 | — | 49.6% | ||
| Q3 25 | — | 48.5% | ||
| Q2 25 | — | 48.2% | ||
| Q1 25 | — | 48.4% | ||
| Q4 24 | — | 48.7% | ||
| Q3 24 | — | 46.4% | ||
| Q2 24 | — | 47.7% | ||
| Q1 24 | — | 46.9% |
| Q4 25 | 45.6% | 13.8% | ||
| Q3 25 | 46.3% | 11.1% | ||
| Q2 25 | 48.5% | 12.3% | ||
| Q1 25 | 47.9% | 11.5% | ||
| Q4 24 | 48.8% | 10.3% | ||
| Q3 24 | 49.6% | 11.0% | ||
| Q2 24 | 49.6% | 13.6% | ||
| Q1 24 | 52.8% | 11.1% |
| Q4 25 | 33.3% | 9.6% | ||
| Q3 25 | 34.7% | 7.2% | ||
| Q2 25 | 34.4% | 8.5% | ||
| Q1 25 | 34.1% | 8.5% | ||
| Q4 24 | 34.0% | 7.9% | ||
| Q3 24 | 35.0% | 8.4% | ||
| Q2 24 | 36.0% | 10.6% | ||
| Q1 24 | 37.6% | 8.7% |
| Q4 25 | $2.22 | $0.64 | ||
| Q3 25 | $1.94 | $0.46 | ||
| Q2 25 | $1.89 | $0.54 | ||
| Q1 25 | $1.81 | $0.49 | ||
| Q4 24 | $1.80 | $0.46 | ||
| Q3 24 | $1.93 | $0.48 | ||
| Q2 24 | $1.75 | $0.61 | ||
| Q1 24 | $1.91 | $0.48 |
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 | $1.0B | $446.4M |
| 総負債低いほど良い | — | $734.0M |
| 株主資本純資産 | $2.9B | $1.6B |
| 総資産 | $28.2B | $2.7B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.46× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.0B | $446.4M | ||
| Q3 25 | $2.6B | $392.5M | ||
| Q2 25 | $1.9B | $341.8M | ||
| Q1 25 | $2.0B | $395.5M | ||
| Q4 24 | $2.4B | $376.7M | ||
| Q3 24 | $2.6B | $523.1M | ||
| Q2 24 | $2.0B | $636.7M | ||
| Q1 24 | $2.1B | $581.9M |
| Q4 25 | — | $734.0M | ||
| Q3 25 | — | $732.9M | ||
| Q2 25 | $312.7M | $731.8M | ||
| Q1 25 | $377.4M | $730.7M | ||
| Q4 24 | $358.7M | $729.6M | ||
| Q3 24 | $313.5M | $750.5M | ||
| Q2 24 | $325.7M | $801.3M | ||
| Q1 24 | $330.4M | $800.1M |
| Q4 25 | $2.9B | $1.6B | ||
| Q3 25 | $2.8B | $1.5B | ||
| Q2 25 | $2.7B | $1.5B | ||
| Q1 25 | $2.6B | $1.4B | ||
| Q4 24 | $2.5B | $1.4B | ||
| Q3 24 | $2.4B | $1.3B | ||
| Q2 24 | $2.3B | $1.3B | ||
| Q1 24 | $2.2B | $1.2B |
| Q4 25 | $28.2B | $2.7B | ||
| Q3 25 | $27.4B | $2.6B | ||
| Q2 25 | $24.8B | $2.6B | ||
| Q1 25 | $24.0B | $2.5B | ||
| Q4 24 | $23.7B | $2.4B | ||
| Q3 24 | $23.6B | $2.4B | ||
| Q2 24 | $22.9B | $2.4B | ||
| Q1 24 | $22.6B | $2.3B |
| Q4 25 | — | 0.46× | ||
| Q3 25 | — | 0.48× | ||
| Q2 25 | 0.12× | 0.49× | ||
| Q1 25 | 0.14× | 0.51× | ||
| Q4 24 | 0.14× | 0.53× | ||
| Q3 24 | 0.13× | 0.57× | ||
| Q2 24 | 0.14× | 0.62× | ||
| Q1 24 | 0.15× | 0.65× |
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 | $104.1M | $98.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $85.4M | $74.0M |
| FCFマージンFCF / 売上 | 22.2% | 18.8% |
| 設備投資強度設備投資 / 売上 | 4.9% | 6.2% |
| キャッシュ転換率営業CF / 純利益 | 0.81× | 2.59× |
| 直近12ヶ月FCF直近4四半期 | $695.9M | $215.7M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $104.1M | $98.5M | ||
| Q3 25 | $118.4M | $75.0M | ||
| Q2 25 | $490.3M | $83.3M | ||
| Q1 25 | $73.7M | $40.6M | ||
| Q4 24 | $162.5M | $68.7M | ||
| Q3 24 | $70.8M | $47.3M | ||
| Q2 24 | $305.5M | $68.5M | ||
| Q1 24 | $115.8M | $36.2M |
| Q4 25 | $85.4M | $74.0M | ||
| Q3 25 | $109.3M | $52.5M | ||
| Q2 25 | $436.1M | $69.6M | ||
| Q1 25 | $65.1M | $19.5M | ||
| Q4 24 | $156.4M | $65.3M | ||
| Q3 24 | $53.0M | $38.0M | ||
| Q2 24 | $269.5M | $57.9M | ||
| Q1 24 | $107.3M | $24.5M |
| Q4 25 | 22.2% | 18.8% | ||
| Q3 25 | 33.8% | 13.7% | ||
| Q2 25 | 135.7% | 18.2% | ||
| Q1 25 | 21.1% | 5.5% | ||
| Q4 24 | 50.8% | 18.4% | ||
| Q3 24 | 16.5% | 11.2% | ||
| Q2 24 | 92.6% | 17.1% | ||
| Q1 24 | 36.4% | 7.6% |
| Q4 25 | 4.9% | 6.2% | ||
| Q3 25 | 2.8% | 5.8% | ||
| Q2 25 | 16.9% | 3.6% | ||
| Q1 25 | 2.8% | 5.9% | ||
| Q4 24 | 2.0% | 1.0% | ||
| Q3 24 | 5.5% | 2.8% | ||
| Q2 24 | 12.4% | 3.1% | ||
| Q1 24 | 2.9% | 3.6% |
| Q4 25 | 0.81× | 2.59× | ||
| Q3 25 | 1.05× | 2.70× | ||
| Q2 25 | 4.43× | 2.56× | ||
| Q1 25 | 0.70× | 1.35× | ||
| Q4 24 | 1.55× | 2.46× | ||
| Q3 24 | 0.63× | 1.66× | ||
| Q2 24 | 2.91× | 1.92× | ||
| Q1 24 | 1.05× | 1.28× |
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
AX
セグメントデータなし
MMSI
| Other | $154.6M | 39% |
| Peripheral Intervention | $93.2M | 24% |
| Cardiac Intervention | $50.2M | 13% |
| OEM | $42.6M | 11% |
| Custom Procedural Solutions | $33.1M | 8% |
| Endoscopy Segment | $20.1M | 5% |