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BRIGHT HORIZONS FAMILY SOLUTIONS INC.（BFAM）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 $733.7M、BRIGHT HORIZONS FAMILY SOLUTIONS INC.の約1.2倍）。IES Holdings, Inc.の前年同期比売上増加率が高い（16.2% vs 8.8%）。BRIGHT HORIZONS FAMILY SOLUTIONS INC.の直近四半期フリーキャッシュフローが多い（$258.5M vs $-18.9M）。過去8四半期でIES Holdings, Inc.の売上複合成長率が高い（11.1% vs 8.5%）
Bright Horizons Family Solutions Inc.は米国マサチューセッツ州ニュートンに本社を置く保育サービス事業者で、米国最大の企業主導型保育サービス提供会社です。予備保育・高齢者介護・授業料管理プログラム・教育アドバイス・学生ローン返済支援などのサービスも展開しています。
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。
BFAM vs IESC — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $733.7M | $871.0M |
| 純利益 | — | $91.8M |
| 粗利率 | 19.3% | 25.3% |
| 営業利益率 | 6.2% | 11.2% |
| 純利益率 | — | 10.5% |
| 売上前年比 | 8.8% | 16.2% |
| 純利益前年比 | — | 59.1% |
| EPS（希薄化後） | $0.38 | $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 | $733.7M | $871.0M | ||
| Q3 25 | $802.8M | $897.8M | ||
| Q2 25 | $731.6M | $890.2M | ||
| Q1 25 | $665.5M | $834.0M | ||
| Q4 24 | $674.1M | $749.5M | ||
| Q3 24 | $719.1M | $775.8M | ||
| Q2 24 | $670.1M | $768.4M | ||
| Q1 24 | $622.7M | $705.7M |
| Q4 25 | — | $91.8M | ||
| Q3 25 | $78.6M | $102.3M | ||
| Q2 25 | $54.8M | $79.3M | ||
| Q1 25 | $38.0M | $72.6M | ||
| Q4 24 | — | $57.7M | ||
| Q3 24 | $54.9M | $65.5M | ||
| Q2 24 | $39.2M | $66.6M | ||
| Q1 24 | $17.0M | $56.8M |
| Q4 25 | 19.3% | 25.3% | ||
| Q3 25 | 27.0% | 26.0% | ||
| Q2 25 | 25.0% | 26.9% | ||
| Q1 25 | 23.4% | 25.0% | ||
| Q4 24 | 20.8% | 23.8% | ||
| Q3 24 | 25.2% | 24.0% | ||
| Q2 24 | 24.2% | 25.3% | ||
| Q1 24 | 21.7% | 24.3% |
| Q4 25 | 6.2% | 11.2% | ||
| Q3 25 | 15.1% | 11.6% | ||
| Q2 25 | 11.8% | 12.6% | ||
| Q1 25 | 9.4% | 11.1% | ||
| Q4 24 | 7.2% | 10.0% | ||
| Q3 24 | 12.4% | 9.7% | ||
| Q2 24 | 10.3% | 11.7% | ||
| Q1 24 | 6.4% | 11.0% |
| Q4 25 | — | 10.5% | ||
| Q3 25 | 9.8% | 11.4% | ||
| Q2 25 | 7.5% | 8.9% | ||
| Q1 25 | 5.7% | 8.7% | ||
| Q4 24 | — | 7.7% | ||
| Q3 24 | 7.6% | 8.4% | ||
| Q2 24 | 5.8% | 8.7% | ||
| Q1 24 | 2.7% | 8.0% |
| Q4 25 | $0.38 | $4.51 | ||
| Q3 25 | $1.37 | $4.99 | ||
| Q2 25 | $0.95 | $3.81 | ||
| Q1 25 | $0.66 | $3.50 | ||
| Q4 24 | $0.50 | $2.72 | ||
| Q3 24 | $0.94 | $3.06 | ||
| Q2 24 | $0.67 | $2.67 | ||
| Q1 24 | $0.29 | $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 | $140.1M | $258.7M |
| 総負債低いほど良い | $747.6M | — |
| 株主資本純資産 | $1.3B | $961.1M |
| 総資産 | $3.9B | $1.7B |
| 負債/資本比率低いほどレバレッジが低い | 0.56× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $140.1M | $258.7M | ||
| Q3 25 | $116.6M | $231.8M | ||
| Q2 25 | $179.2M | $168.3M | ||
| Q1 25 | $112.0M | $88.3M | ||
| Q4 24 | $110.3M | $112.0M | ||
| Q3 24 | $109.9M | $135.8M | ||
| Q2 24 | $140.2M | $44.9M | ||
| Q1 24 | $63.7M | $106.0M |
| Q4 25 | $747.6M | — | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $797.0M | — | ||
| Q1 25 | $872.7M | — | ||
| Q4 24 | $918.4M | — | ||
| Q3 24 | $925.7M | — | ||
| Q2 24 | $931.9M | — | ||
| Q1 24 | $938.1M | — |
| Q4 25 | $1.3B | $961.1M | ||
| Q3 25 | $1.4B | $884.0M | ||
| Q2 25 | $1.4B | $781.4M | ||
| Q1 25 | $1.3B | $705.8M | ||
| Q4 24 | $1.3B | $652.4M | ||
| Q3 24 | $1.4B | $611.1M | ||
| Q2 24 | $1.3B | $567.5M | ||
| Q1 24 | $1.2B | $534.8M |
| Q4 25 | $3.9B | $1.7B | ||
| Q3 25 | $3.9B | $1.6B | ||
| Q2 25 | $3.9B | $1.5B | ||
| Q1 25 | $3.8B | $1.4B | ||
| Q4 24 | $3.9B | $1.3B | ||
| Q3 24 | $3.9B | $1.2B | ||
| Q2 24 | $3.8B | $1.2B | ||
| Q1 24 | $3.8B | $1.1B |
| Q4 25 | 0.56× | — | ||
| Q3 25 | 0.52× | — | ||
| Q2 25 | 0.57× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.72× | — | ||
| Q3 24 | 0.66× | — | ||
| Q2 24 | 0.73× | — | ||
| Q1 24 | 0.76× | — |
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 | $350.7M | $27.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $258.5M | $-18.9M |
| FCFマージンFCF / 売上 | 35.2% | -2.2% |
| 設備投資強度設備投資 / 売上 | 12.6% | 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 | $402.4M | $175.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $350.7M | $27.7M | ||
| Q3 25 | $-17.6M | $132.0M | ||
| Q2 25 | $134.2M | $92.0M | ||
| Q1 25 | $86.2M | $24.8M | ||
| Q4 24 | $337.5M | $37.3M | ||
| Q3 24 | $-8.9M | $92.8M | ||
| Q2 24 | $109.4M | $82.9M | ||
| Q1 24 | $116.3M | $33.7M |
| Q4 25 | $258.5M | $-18.9M | ||
| Q3 25 | $-42.4M | $112.0M | ||
| Q2 25 | $115.4M | $74.8M | ||
| Q1 25 | $70.9M | $7.9M | ||
| Q4 24 | $240.2M | $24.1M | ||
| Q3 24 | $-32.2M | $78.5M | ||
| Q2 24 | $86.8M | $65.4M | ||
| Q1 24 | $96.9M | $26.9M |
| Q4 25 | 35.2% | -2.2% | ||
| Q3 25 | -5.3% | 12.5% | ||
| Q2 25 | 15.8% | 8.4% | ||
| Q1 25 | 10.7% | 0.9% | ||
| Q4 24 | 35.6% | 3.2% | ||
| Q3 24 | -4.5% | 10.1% | ||
| Q2 24 | 13.0% | 8.5% | ||
| Q1 24 | 15.6% | 3.8% |
| Q4 25 | 12.6% | 5.3% | ||
| Q3 25 | 3.1% | 2.2% | ||
| Q2 25 | 2.6% | 1.9% | ||
| Q1 25 | 2.3% | 2.0% | ||
| Q4 24 | 14.4% | 1.8% | ||
| Q3 24 | 3.2% | 1.8% | ||
| Q2 24 | 3.4% | 2.3% | ||
| Q1 24 | 3.1% | 1.0% |
| Q4 25 | — | 0.30× | ||
| Q3 25 | -0.22× | 1.29× | ||
| Q2 25 | 2.45× | 1.16× | ||
| Q1 25 | 2.26× | 0.34× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | -0.16× | 1.42× | ||
| Q2 24 | 2.79× | 1.24× | ||
| Q1 24 | 6.85× | 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
BFAM
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% |
