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Bally's Corp（BALY）とIES Holdings, Inc.（IESC）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
IES Holdings, Inc.の直近四半期売上が大きい（$871.0M vs $746.2M、Bally's Corpの約1.2倍）。IES Holdings, Inc.の純利益率が高く（10.5% vs -47.3%、差は57.9%）。Bally's Corpの前年同期比売上増加率が高い（28.6% vs 16.2%）。過去8四半期でIES Holdings, Inc.の売上複合成長率が高い（11.1% vs 9.8%）
Bally's Corpはアメリカ合衆国ロードアイランド州プロビデンスに本社を置く、博打・スポーツ賭博・インタラクティブエンターテイメント企業です。アメリカ国内では11州に19のカジノ、コロラド州に競馬場、ニューヨーク州にゴルフ場を運営し、14州でオンラインスポーツ賭博事業を展開しているほか、子会社を通じてオーストラリアの2州で2つの施設を運営しています。
IES Holdings, Inc.は旧社名Integrated Electrical Services, Inc.で、統合電気・技術システムの設計・設置を手がけるほか、データセンター、住宅、商業施設・工業施設など多様な末端市場向けにインフラ関連製品・サービスを提供している。
BALY vs IESC — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $746.2M | $871.0M |
| 純利益 | $-353.2M | $91.8M |
| 粗利率 | — | 25.3% |
| 営業利益率 | -36.8% | 11.2% |
| 純利益率 | -47.3% | 10.5% |
| 売上前年比 | 28.6% | 16.2% |
| 純利益前年比 | -311.8% | 59.1% |
| EPS（希薄化後） | $-5.84 | $4.51 |
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 | $746.2M | $871.0M | ||
| Q3 25 | $663.7M | $897.8M | ||
| Q2 25 | $657.5M | $890.2M | ||
| Q1 25 | $368.7M | $834.0M | ||
| Q4 24 | $580.4M | $749.5M | ||
| Q3 24 | $630.0M | $775.8M | ||
| Q2 24 | $621.7M | $768.4M | ||
| Q1 24 | $618.5M | $705.7M |
| Q4 25 | $-353.2M | $91.8M | ||
| Q3 25 | $-102.9M | $102.3M | ||
| Q2 25 | $-228.4M | $79.3M | ||
| Q1 25 | $34.5M | $72.6M | ||
| Q4 24 | $-85.8M | $57.7M | ||
| Q3 24 | $-247.9M | $65.5M | ||
| Q2 24 | $-60.2M | $66.6M | ||
| Q1 24 | $-173.9M | $56.8M |
| Q4 25 | — | 25.3% | ||
| Q3 25 | — | 26.0% | ||
| Q2 25 | — | 26.9% | ||
| Q1 25 | — | 25.0% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 25.3% | ||
| Q1 24 | — | 24.3% |
| Q4 25 | -36.8% | 11.2% | ||
| Q3 25 | 0.1% | 11.6% | ||
| Q2 25 | -0.4% | 12.6% | ||
| Q1 25 | -0.5% | 11.1% | ||
| Q4 24 | -5.6% | 10.0% | ||
| Q3 24 | -25.0% | 9.7% | ||
| Q2 24 | 0.9% | 11.7% | ||
| Q1 24 | -12.0% | 11.0% |
| Q4 25 | -47.3% | 10.5% | ||
| Q3 25 | -15.5% | 11.4% | ||
| Q2 25 | -34.7% | 8.9% | ||
| Q1 25 | 9.4% | 8.7% | ||
| Q4 24 | -14.8% | 7.7% | ||
| Q3 24 | -39.3% | 8.4% | ||
| Q2 24 | -9.7% | 8.7% | ||
| Q1 24 | -28.1% | 8.0% |
| Q4 25 | $-5.84 | $4.51 | ||
| Q3 25 | $-1.70 | $4.99 | ||
| Q2 25 | $-3.76 | $3.81 | ||
| Q1 25 | $0.57 | $3.50 | ||
| Q4 24 | $-1.76 | $2.72 | ||
| Q3 24 | $-5.10 | $3.06 | ||
| Q2 24 | $-1.24 | $2.67 | ||
| Q1 24 | $-3.61 | $2.29 |
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 | $798.4M | $258.7M |
| 総負債低いほど良い | $4.5B | — |
| 株主資本純資産 | $994.7M | $961.1M |
| 総資産 | $11.2B | $1.7B |
| 負債/資本比率低いほどレバレッジが低い | 4.52× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $798.4M | $258.7M | ||
| Q3 25 | $160.7M | $231.8M | ||
| Q2 25 | $174.6M | $168.3M | ||
| Q1 25 | $209.7M | $88.3M | ||
| Q4 24 | $171.2M | $112.0M | ||
| Q3 24 | $191.0M | $135.8M | ||
| Q2 24 | $154.7M | $44.9M | ||
| Q1 24 | $169.4M | $106.0M |
| Q4 25 | $4.5B | — | ||
| Q3 25 | $3.7B | — | ||
| Q2 25 | $3.6B | — | ||
| Q1 25 | $3.5B | — | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $3.7B | — | ||
| Q1 24 | $3.7B | — |
| Q4 25 | $994.7M | $961.1M | ||
| Q3 25 | $521.5M | $884.0M | ||
| Q2 25 | $630.1M | $781.4M | ||
| Q1 25 | $796.5M | $705.8M | ||
| Q4 24 | $30.9M | $652.4M | ||
| Q3 24 | $233.4M | $611.1M | ||
| Q2 24 | $393.1M | $567.5M | ||
| Q1 24 | $449.4M | $534.8M |
| Q4 25 | $11.2B | $1.7B | ||
| Q3 25 | $7.6B | $1.6B | ||
| Q2 25 | $7.8B | $1.5B | ||
| Q1 25 | $7.5B | $1.4B | ||
| Q4 24 | $5.9B | $1.3B | ||
| Q3 24 | $6.4B | $1.2B | ||
| Q2 24 | $6.6B | $1.2B | ||
| Q1 24 | $6.6B | $1.1B |
| Q4 25 | 4.52× | — | ||
| Q3 25 | 7.17× | — | ||
| Q2 25 | 5.68× | — | ||
| Q1 25 | 4.33× | — | ||
| Q4 24 | 107.40× | — | ||
| Q3 24 | 15.73× | — | ||
| Q2 24 | 9.34× | — | ||
| Q1 24 | 8.19× | — |
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 | — | $27.7M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $-18.9M |
| FCFマージンFCF / 売上 | — | -2.2% |
| 設備投資強度設備投資 / 売上 | 5.1% | 5.3% |
| キャッシュ転換率営業CF / 純利益 | — | 0.30× |
| 直近12ヶ月FCF直近4四半期 | — | $175.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $27.7M | ||
| Q3 25 | $-88.6M | $132.0M | ||
| Q2 25 | — | $92.0M | ||
| Q1 25 | $42.0M | $24.8M | ||
| Q4 24 | $37.8M | $37.3M | ||
| Q3 24 | $36.5M | $92.8M | ||
| Q2 24 | $47.6M | $82.9M | ||
| Q1 24 | $-7.9M | $33.7M |
| Q4 25 | — | $-18.9M | ||
| Q3 25 | $-139.3M | $112.0M | ||
| Q2 25 | — | $74.8M | ||
| Q1 25 | $11.5M | $7.9M | ||
| Q4 24 | $-5.9M | $24.1M | ||
| Q3 24 | $-55.8M | $78.5M | ||
| Q2 24 | $11.8M | $65.4M | ||
| Q1 24 | $-35.9M | $26.9M |
| Q4 25 | — | -2.2% | ||
| Q3 25 | -21.0% | 12.5% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | 3.1% | 0.9% | ||
| Q4 24 | -1.0% | 3.2% | ||
| Q3 24 | -8.9% | 10.1% | ||
| Q2 24 | 1.9% | 8.5% | ||
| Q1 24 | -5.8% | 3.8% |
| Q4 25 | 5.1% | 5.3% | ||
| Q3 25 | 7.6% | 2.2% | ||
| Q2 25 | 7.4% | 1.9% | ||
| Q1 25 | 8.3% | 2.0% | ||
| Q4 24 | 7.5% | 1.8% | ||
| Q3 24 | 14.7% | 1.8% | ||
| Q2 24 | 5.7% | 2.3% | ||
| Q1 24 | 4.5% | 1.0% |
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 1.29× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | 1.22× | 0.34× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | — | 1.42× | ||
| Q2 24 | — | 1.24× | ||
| Q1 24 | — | 0.59× |
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
BALY
| Casinos Resorts | $366.2M | 49% |
| Non Casino | $172.7M | 23% |
| Food And Beverage | $74.6M | 10% |
| Hotel | $69.9M | 9% |
| North America Interactive | $62.3M | 8% |
| Loyalty Programs | $6.7M | 1% |
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
