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ベルデン(BDC)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 $696.4M、ベルデンの約1.3倍)。IES Holdings, Inc.の純利益率が高く(10.5% vs 7.3%、差は3.2%)。IES Holdings, Inc.の前年同期比売上増加率が高い(16.2% vs 11.4%)。IES Holdings, Inc.の直近四半期フリーキャッシュフローが多い($-18.9M vs $-63.1M)。過去8四半期でIES Holdings, Inc.の売上複合成長率が高い(11.1% vs 7.3%)
ベルデン社はアメリカの上場多国籍企業で、エンドツーエンドのネットワーク、セキュリティ、コネクティビティ製品の設計・製造・販売を専門とし、産業オートメーションソリューション、スマートビルディング、ブロードバンド及び5G市場向けに製品・サービスを提供している。
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。
BDC vs IESC — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | ||
|---|---|---|
| 売上 | $696.4M | $871.0M |
| 純利益 | $51.0M | $91.8M |
| 粗利率 | 37.1% | 25.3% |
| 営業利益率 | 11.2% | 11.2% |
| 純利益率 | 7.3% | 10.5% |
| 売上前年比 | 11.4% | 16.2% |
| 純利益前年比 | -1.8% | 59.1% |
| EPS(希薄化後) | $1.30 | $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
| Q1 26 | $696.4M | — | ||
| Q4 25 | $720.1M | $871.0M | ||
| Q3 25 | $698.2M | $897.8M | ||
| Q2 25 | $672.0M | $890.2M | ||
| Q1 25 | $624.9M | $834.0M | ||
| Q4 24 | $666.0M | $749.5M | ||
| Q3 24 | $654.9M | $775.8M | ||
| Q2 24 | $604.3M | $768.4M |
| Q1 26 | $51.0M | — | ||
| Q4 25 | $67.9M | $91.8M | ||
| Q3 25 | $56.7M | $102.3M | ||
| Q2 25 | $61.0M | $79.3M | ||
| Q1 25 | $51.9M | $72.6M | ||
| Q4 24 | $58.4M | $57.7M | ||
| Q3 24 | $53.7M | $65.5M | ||
| Q2 24 | $49.0M | $66.6M |
| Q1 26 | 37.1% | — | ||
| Q4 25 | 36.6% | 25.3% | ||
| Q3 25 | 37.7% | 26.0% | ||
| Q2 25 | 38.5% | 26.9% | ||
| Q1 25 | 39.3% | 25.0% | ||
| Q4 24 | 37.5% | 23.8% | ||
| Q3 24 | 37.3% | 24.0% | ||
| Q2 24 | 37.5% | 25.3% |
| Q1 26 | 11.2% | — | ||
| Q4 25 | 12.2% | 11.2% | ||
| Q3 25 | 10.9% | 11.6% | ||
| Q2 25 | 11.8% | 12.6% | ||
| Q1 25 | 11.6% | 11.1% | ||
| Q4 24 | 10.4% | 10.0% | ||
| Q3 24 | 11.5% | 9.7% | ||
| Q2 24 | 11.4% | 11.7% |
| Q1 26 | 7.3% | — | ||
| Q4 25 | 9.4% | 10.5% | ||
| Q3 25 | 8.1% | 11.4% | ||
| Q2 25 | 9.1% | 8.9% | ||
| Q1 25 | 8.3% | 8.7% | ||
| Q4 24 | 8.8% | 7.7% | ||
| Q3 24 | 8.2% | 8.4% | ||
| Q2 24 | 8.1% | 8.7% |
| Q1 26 | $1.30 | — | ||
| Q4 25 | $1.70 | $4.51 | ||
| Q3 25 | $1.41 | $4.99 | ||
| Q2 25 | $1.53 | $3.81 | ||
| Q1 25 | $1.27 | $3.50 | ||
| Q4 24 | $1.41 | $2.72 | ||
| Q3 24 | $1.30 | $3.06 | ||
| Q2 24 | $1.19 | $2.67 |
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 | $272.2M | $258.7M |
| 総負債低いほど良い | $1.3B | — |
| 株主資本純資産 | $1.3B | $961.1M |
| 総資産 | — | $1.7B |
| 負債/資本比率低いほどレバレッジが低い | 0.98× | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $272.2M | — | ||
| Q4 25 | $389.9M | $258.7M | ||
| Q3 25 | $314.3M | $231.8M | ||
| Q2 25 | $301.5M | $168.3M | ||
| Q1 25 | $259.0M | $88.3M | ||
| Q4 24 | $370.3M | $112.0M | ||
| Q3 24 | $323.0M | $135.8M | ||
| Q2 24 | $564.8M | $44.9M |
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $961.1M | ||
| Q3 25 | $1.2B | $884.0M | ||
| Q2 25 | $1.2B | $781.4M | ||
| Q1 25 | $1.2B | $705.8M | ||
| Q4 24 | $1.3B | $652.4M | ||
| Q3 24 | $1.2B | $611.1M | ||
| Q2 24 | $1.2B | $567.5M |
| Q1 26 | — | — | ||
| Q4 25 | $3.5B | $1.7B | ||
| Q3 25 | $3.4B | $1.6B | ||
| Q2 25 | $3.4B | $1.5B | ||
| Q1 25 | $3.3B | $1.4B | ||
| Q4 24 | $3.3B | $1.3B | ||
| Q3 24 | $3.3B | $1.2B | ||
| Q2 24 | $3.5B | $1.2B |
| Q1 26 | 0.98× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $-63.1M | $-18.9M |
| FCFマージンFCF / 売上 | -9.1% | -2.2% |
| 設備投資強度設備投資 / 売上 | 6.4% | 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 | $180.4M | $175.9M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $160.4M | $27.7M | ||
| Q3 25 | $105.0M | $132.0M | ||
| Q2 25 | $82.0M | $92.0M | ||
| Q1 25 | $7.4M | $24.8M | ||
| Q4 24 | $174.7M | $37.3M | ||
| Q3 24 | $91.7M | $92.8M | ||
| Q2 24 | $83.0M | $82.9M |
| Q1 26 | $-63.1M | — | ||
| Q4 25 | $121.3M | $-18.9M | ||
| Q3 25 | $65.3M | $112.0M | ||
| Q2 25 | $56.9M | $74.8M | ||
| Q1 25 | $-24.8M | $7.9M | ||
| Q4 24 | $116.4M | $24.1M | ||
| Q3 24 | $67.2M | $78.5M | ||
| Q2 24 | $61.0M | $65.4M |
| Q1 26 | -9.1% | — | ||
| Q4 25 | 16.8% | -2.2% | ||
| Q3 25 | 9.4% | 12.5% | ||
| Q2 25 | 8.5% | 8.4% | ||
| Q1 25 | -4.0% | 0.9% | ||
| Q4 24 | 17.5% | 3.2% | ||
| Q3 24 | 10.3% | 10.1% | ||
| Q2 24 | 10.1% | 8.5% |
| Q1 26 | 6.4% | — | ||
| Q4 25 | 5.4% | 5.3% | ||
| Q3 25 | 5.7% | 2.2% | ||
| Q2 25 | 3.7% | 1.9% | ||
| Q1 25 | 5.2% | 2.0% | ||
| Q4 24 | 8.8% | 1.8% | ||
| Q3 24 | 3.7% | 1.8% | ||
| Q2 24 | 3.6% | 2.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.36× | 0.30× | ||
| Q3 25 | 1.85× | 1.29× | ||
| Q2 25 | 1.34× | 1.16× | ||
| Q1 25 | 0.14× | 0.34× | ||
| Q4 24 | 2.99× | 0.65× | ||
| Q3 24 | 1.71× | 1.42× | ||
| Q2 24 | 1.69× | 1.24× |
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
BDC
セグメントデータなし
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% |