vs
アクサルタ（AXTA）とUNITED THERAPEUTICS Corp（UTHR）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
アクサルタの直近四半期売上が大きい（$1.3B vs $790.2M、UNITED THERAPEUTICS Corpの約1.6倍）。UNITED THERAPEUTICS Corpの純利益率が高く（46.1% vs 4.8%、差は41.3%）。UNITED THERAPEUTICS Corpの前年同期比売上増加率が高い（7.4% vs -3.7%）。アクサルタの直近四半期フリーキャッシュフローが多い（$286.0M vs $173.3M）。過去8四半期でUNITED THERAPEUTICS Corpの売上複合成長率が高い（8.0% vs -1.2%）
アクサルタは米国発祥の塗料専門企業で、本社はペンシルベニア州フィラデルフィア、登記所在地はバミューダである。乗用車・商用車向け、工業用、補修用の各種塗料の開発・製造を手がけ、130か国以上で事業を展開し、約1万3千人の従業員を擁している。
ユナイテッド・セラピューティクスは米国のバイオテクノロジー企業で、異種移植を含む臓器移植関連の医薬品や技術を開発しています。主力製品の多くは肺疾患治療や臓器製造分野向けで、メリーランド州とノースカロライナ州に2つの本社を置き、米国各地やカナダにも拠点を構えています。
AXTA vs UTHR — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.3B | $790.2M |
| 純利益 | $60.0M | $364.3M |
| 粗利率 | 33.4% | 86.9% |
| 営業利益率 | 12.8% | 45.1% |
| 純利益率 | 4.8% | 46.1% |
| 売上前年比 | -3.7% | 7.4% |
| 純利益前年比 | -56.2% | 20.9% |
| EPS（希薄化後） | $0.28 | $7.66 |
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 | $1.3B | $790.2M | ||
| Q3 25 | $1.3B | $799.5M | ||
| Q2 25 | $1.3B | $798.6M | ||
| Q1 25 | $1.3B | $794.4M | ||
| Q4 24 | $1.3B | $735.9M | ||
| Q3 24 | $1.3B | $748.9M | ||
| Q2 24 | $1.4B | $714.9M | ||
| Q1 24 | $1.3B | $677.7M |
| Q4 25 | $60.0M | $364.3M | ||
| Q3 25 | $110.0M | $338.7M | ||
| Q2 25 | $109.0M | $309.5M | ||
| Q1 25 | $99.0M | $322.2M | ||
| Q4 24 | $137.0M | $301.3M | ||
| Q3 24 | $101.0M | $309.1M | ||
| Q2 24 | $112.0M | $278.1M | ||
| Q1 24 | $41.0M | $306.6M |
| Q4 25 | 33.4% | 86.9% | ||
| Q3 25 | 34.9% | 87.4% | ||
| Q2 25 | 35.0% | 89.0% | ||
| Q1 25 | 34.3% | 88.4% | ||
| Q4 24 | 34.1% | 89.7% | ||
| Q3 24 | 35.0% | 88.9% | ||
| Q2 24 | 34.0% | 89.1% | ||
| Q1 24 | 33.2% | 89.2% |
| Q4 25 | 12.8% | 45.1% | ||
| Q3 25 | 15.8% | 48.6% | ||
| Q2 25 | 14.8% | 45.6% | ||
| Q1 25 | 13.9% | 48.2% | ||
| Q4 24 | 14.3% | 48.6% | ||
| Q3 24 | 14.6% | 45.8% | ||
| Q2 24 | 15.2% | 44.7% | ||
| Q1 24 | 9.4% | 52.6% |
| Q4 25 | 4.8% | 46.1% | ||
| Q3 25 | 8.5% | 42.4% | ||
| Q2 25 | 8.4% | 38.8% | ||
| Q1 25 | 7.8% | 40.6% | ||
| Q4 24 | 10.5% | 40.9% | ||
| Q3 24 | 7.7% | 41.3% | ||
| Q2 24 | 8.3% | 38.9% | ||
| Q1 24 | 3.2% | 45.2% |
| Q4 25 | $0.28 | $7.66 | ||
| Q3 25 | $0.51 | $7.16 | ||
| Q2 25 | $0.50 | $6.41 | ||
| Q1 25 | $0.45 | $6.63 | ||
| Q4 24 | $0.63 | $6.23 | ||
| Q3 24 | $0.46 | $6.39 | ||
| Q2 24 | $0.51 | $5.85 | ||
| Q1 24 | $0.18 | $6.17 |
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 | $657.0M | $2.9B |
| 総負債低いほど良い | $3.2B | — |
| 株主資本純資産 | $2.3B | $7.1B |
| 総資産 | $7.6B | $7.9B |
| 負債/資本比率低いほどレバレッジが低い | 1.36× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $657.0M | $2.9B | ||
| Q3 25 | $606.0M | $2.8B | ||
| Q2 25 | $625.0M | $3.0B | ||
| Q1 25 | $575.0M | $3.3B | ||
| Q4 24 | $593.0M | $3.3B | ||
| Q3 24 | $567.0M | $3.3B | ||
| Q2 24 | $840.0M | $3.0B | ||
| Q1 24 | $624.0M | $2.7B |
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.4B | — | ||
| Q2 25 | $3.4B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.4B | — | ||
| Q3 24 | $3.5B | — | ||
| Q2 24 | $3.6B | — | ||
| Q1 24 | $3.4B | — |
| Q4 25 | $2.3B | $7.1B | ||
| Q3 25 | $2.3B | $6.6B | ||
| Q2 25 | $2.3B | $7.2B | ||
| Q1 25 | $2.1B | $6.8B | ||
| Q4 24 | $1.9B | $6.4B | ||
| Q3 24 | $1.9B | $6.1B | ||
| Q2 24 | $1.8B | $5.7B | ||
| Q1 24 | $1.7B | $5.3B |
| Q4 25 | $7.6B | $7.9B | ||
| Q3 25 | $7.8B | $7.4B | ||
| Q2 25 | $7.8B | $7.9B | ||
| Q1 25 | $7.4B | $7.7B | ||
| Q4 24 | $7.2B | $7.4B | ||
| Q3 24 | $7.5B | $7.1B | ||
| Q2 24 | $7.3B | $6.7B | ||
| Q1 24 | $7.1B | $6.5B |
| Q4 25 | 1.36× | — | ||
| Q3 25 | 1.48× | — | ||
| Q2 25 | 1.50× | — | ||
| Q1 25 | 1.64× | — | ||
| Q4 24 | 1.78× | — | ||
| Q3 24 | 1.84× | — | ||
| Q2 24 | 2.02× | — | ||
| Q1 24 | 1.97× | — |
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 | $344.0M | $346.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $286.0M | $173.3M |
| FCFマージンFCF / 売上 | 22.7% | 21.9% |
| 設備投資強度設備投資 / 売上 | 4.6% | 21.9% |
| キャッシュ転換率営業CF / 純利益 | 5.73× | 0.95× |
| 直近12ヶ月FCF直近4四半期 | $453.0M | $1.0B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $344.0M | $346.2M | ||
| Q3 25 | $137.0M | $562.1M | ||
| Q2 25 | $142.0M | $191.7M | ||
| Q1 25 | $26.0M | $461.2M | ||
| Q4 24 | $234.0M | $341.2M | ||
| Q3 24 | $194.0M | $377.2M | ||
| Q2 24 | $114.0M | $232.2M | ||
| Q1 24 | $34.0M | $376.5M |
| Q4 25 | $286.0M | $173.3M | ||
| Q3 25 | $87.0M | $351.6M | ||
| Q2 25 | $97.0M | $129.5M | ||
| Q1 25 | $-17.0M | $386.3M | ||
| Q4 24 | $172.0M | $254.5M | ||
| Q3 24 | $161.0M | $300.7M | ||
| Q2 24 | $91.0M | $187.1M | ||
| Q1 24 | $12.0M | $338.3M |
| Q4 25 | 22.7% | 21.9% | ||
| Q3 25 | 6.8% | 44.0% | ||
| Q2 25 | 7.4% | 16.2% | ||
| Q1 25 | -1.3% | 48.6% | ||
| Q4 24 | 13.1% | 34.6% | ||
| Q3 24 | 12.2% | 40.2% | ||
| Q2 24 | 6.7% | 26.2% | ||
| Q1 24 | 0.9% | 49.9% |
| Q4 25 | 4.6% | 21.9% | ||
| Q3 25 | 3.9% | 26.3% | ||
| Q2 25 | 3.4% | 7.8% | ||
| Q1 25 | 3.4% | 9.4% | ||
| Q4 24 | 4.7% | 11.8% | ||
| Q3 24 | 2.5% | 10.2% | ||
| Q2 24 | 1.7% | 6.3% | ||
| Q1 24 | 1.7% | 5.6% |
| Q4 25 | 5.73× | 0.95× | ||
| Q3 25 | 1.25× | 1.66× | ||
| Q2 25 | 1.30× | 0.62× | ||
| Q1 25 | 0.26× | 1.43× | ||
| Q4 24 | 1.71× | 1.13× | ||
| Q3 24 | 1.92× | 1.22× | ||
| Q2 24 | 1.02× | 0.83× | ||
| Q1 24 | 0.83× | 1.23× |
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
AXTA
| Refinish | $509.0M | 40% |
| Light Vehicle | $372.0M | 29% |
| Industrial | $282.0M | 22% |
| Commercial Vehicle | $99.0M | 8% |
UTHR
| Tyvaso DPI | $338.6M | 43% |
| Remodulin | $128.0M | 16% |
| Nebulized Tyvaso | $125.7M | 16% |
| Orenitram | $121.2M | 15% |
| Unituxin | $62.3M | 8% |
| Adcirca | $7.8M | 1% |
| Other | $6.6M | 1% |
