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BRIGHT HORIZONS FAMILY SOLUTIONS INC.（BFAM）とSimpson Manufacturing Co., Inc.（SSD）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
BRIGHT HORIZONS FAMILY SOLUTIONS INC.の直近四半期売上が大きい（$733.7M vs $588.0M、Simpson Manufacturing Co., Inc.の約1.2倍）。Simpson Manufacturing Co., Inc.の前年同期比売上増加率が高い（9.1% vs 8.8%）。過去8四半期でBRIGHT HORIZONS FAMILY SOLUTIONS INC.の売上複合成長率が高い（8.5% vs -0.8%）
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。
シンプソン・マニュファクチャリングは米国屈指の建築資材メーカーで、新築工事や改修工事向けの構造用接合金物、ファスナー、アンカーなどの製品を製造・供給しており、業界で高い技術力と市場シェアを誇っています。
BFAM vs SSD — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $733.7M | $588.0M |
| 純利益 | — | $88.2M |
| 粗利率 | 19.3% | 45.2% |
| 営業利益率 | 6.2% | 19.5% |
| 純利益率 | — | 15.0% |
| 売上前年比 | 8.8% | 9.1% |
| 純利益前年比 | — | 13.3% |
| EPS（希薄化後） | $0.38 | $2.13 |
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 | — | $588.0M | ||
| Q4 25 | $733.7M | $539.3M | ||
| Q3 25 | $802.8M | $623.5M | ||
| Q2 25 | $731.6M | $631.1M | ||
| Q1 25 | $665.5M | $538.9M | ||
| Q4 24 | $674.1M | $517.4M | ||
| Q3 24 | $719.1M | $587.2M | ||
| Q2 24 | $670.1M | $597.0M |
| Q1 26 | — | $88.2M | ||
| Q4 25 | — | $56.2M | ||
| Q3 25 | $78.6M | $107.4M | ||
| Q2 25 | $54.8M | $103.5M | ||
| Q1 25 | $38.0M | $77.9M | ||
| Q4 24 | — | $55.4M | ||
| Q3 24 | $54.9M | $93.5M | ||
| Q2 24 | $39.2M | $97.8M |
| Q1 26 | — | 45.2% | ||
| Q4 25 | 19.3% | 43.4% | ||
| Q3 25 | 27.0% | 46.4% | ||
| Q2 25 | 25.0% | 46.7% | ||
| Q1 25 | 23.4% | 46.8% | ||
| Q4 24 | 20.8% | 44.0% | ||
| Q3 24 | 25.2% | 46.8% | ||
| Q2 24 | 24.2% | 46.7% |
| Q1 26 | — | 19.5% | ||
| Q4 25 | 6.2% | 13.9% | ||
| Q3 25 | 15.1% | 22.6% | ||
| Q2 25 | 11.8% | 22.2% | ||
| Q1 25 | 9.4% | 19.0% | ||
| Q4 24 | 7.2% | 14.8% | ||
| Q3 24 | 12.4% | 21.3% | ||
| Q2 24 | 10.3% | 22.1% |
| Q1 26 | — | 15.0% | ||
| Q4 25 | — | 10.4% | ||
| Q3 25 | 9.8% | 17.2% | ||
| Q2 25 | 7.5% | 16.4% | ||
| Q1 25 | 5.7% | 14.5% | ||
| Q4 24 | — | 10.7% | ||
| Q3 24 | 7.6% | 15.9% | ||
| Q2 24 | 5.8% | 16.4% |
| Q1 26 | — | $2.13 | ||
| Q4 25 | $0.38 | $1.34 | ||
| Q3 25 | $1.37 | $2.58 | ||
| Q2 25 | $0.95 | $2.47 | ||
| Q1 25 | $0.66 | $1.85 | ||
| Q4 24 | $0.50 | $1.31 | ||
| Q3 24 | $0.94 | $2.21 | ||
| Q2 24 | $0.67 | $2.31 |
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 | $341.0M |
| 総負債低いほど良い | $747.6M | — |
| 株主資本純資産 | $1.3B | $2.1B |
| 総資産 | $3.9B | $3.0B |
| 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
| Q1 26 | — | $341.0M | ||
| Q4 25 | $140.1M | $384.1M | ||
| Q3 25 | $116.6M | $297.3M | ||
| Q2 25 | $179.2M | $190.4M | ||
| Q1 25 | $112.0M | $150.3M | ||
| Q4 24 | $110.3M | $239.4M | ||
| Q3 24 | $109.9M | $339.4M | ||
| Q2 24 | $140.2M | $354.9M |
| Q1 26 | — | — | ||
| Q4 25 | $747.6M | $300.0M | ||
| Q3 25 | $747.5M | $371.3M | ||
| Q2 25 | $797.0M | $376.9M | ||
| Q1 25 | $872.7M | $382.5M | ||
| Q4 24 | $918.4M | $388.1M | ||
| Q3 24 | $925.7M | $393.8M | ||
| Q2 24 | $931.9M | $399.4M |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.3B | $2.0B | ||
| Q3 25 | $1.4B | $2.0B | ||
| Q2 25 | $1.4B | $1.9B | ||
| Q1 25 | $1.3B | $1.9B | ||
| Q4 24 | $1.3B | $1.8B | ||
| Q3 24 | $1.4B | $1.9B | ||
| Q2 24 | $1.3B | $1.8B |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $3.9B | $3.1B | ||
| Q3 25 | $3.9B | $3.0B | ||
| Q2 25 | $3.9B | $3.0B | ||
| Q1 25 | $3.8B | $2.8B | ||
| Q4 24 | $3.9B | $2.7B | ||
| Q3 24 | $3.9B | $2.9B | ||
| Q2 24 | $3.8B | $2.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.56× | 0.15× | ||
| Q3 25 | 0.52× | 0.19× | ||
| Q2 25 | 0.57× | 0.20× | ||
| Q1 25 | 0.66× | 0.21× | ||
| Q4 24 | 0.72× | 0.21× | ||
| Q3 24 | 0.66× | 0.21× | ||
| Q2 24 | 0.73× | 0.23× |
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 | — |
| フリーキャッシュフロー営業CF - 設備投資 | $258.5M | — |
| FCFマージンFCF / 売上 | 35.2% | — |
| 設備投資強度設備投資 / 売上 | 12.6% | — |
| キャッシュ転換率営業CF / 純利益 | — | — |
| 直近12ヶ月FCF直近4四半期 | $402.4M | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $350.7M | $155.7M | ||
| Q3 25 | $-17.6M | $170.2M | ||
| Q2 25 | $134.2M | $125.2M | ||
| Q1 25 | $86.2M | $7.6M | ||
| Q4 24 | $337.5M | $115.8M | ||
| Q3 24 | $-8.9M | $103.3M | ||
| Q2 24 | $109.4M | $111.1M |
| Q1 26 | — | — | ||
| Q4 25 | $258.5M | $119.0M | ||
| Q3 25 | $-42.4M | $133.9M | ||
| Q2 25 | $115.4M | $87.3M | ||
| Q1 25 | $70.9M | $-42.6M | ||
| Q4 24 | $240.2M | $60.3M | ||
| Q3 24 | $-32.2M | $58.1M | ||
| Q2 24 | $86.8M | $70.9M |
| Q1 26 | — | — | ||
| Q4 25 | 35.2% | 22.1% | ||
| Q3 25 | -5.3% | 21.5% | ||
| Q2 25 | 15.8% | 13.8% | ||
| Q1 25 | 10.7% | -7.9% | ||
| Q4 24 | 35.6% | 11.7% | ||
| Q3 24 | -4.5% | 9.9% | ||
| Q2 24 | 13.0% | 11.9% |
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | 6.8% | ||
| Q3 25 | 3.1% | 5.8% | ||
| Q2 25 | 2.6% | 6.0% | ||
| Q1 25 | 2.3% | 9.3% | ||
| Q4 24 | 14.4% | 10.7% | ||
| Q3 24 | 3.2% | 7.7% | ||
| Q2 24 | 3.4% | 6.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.77× | ||
| Q3 25 | -0.22× | 1.58× | ||
| Q2 25 | 2.45× | 1.21× | ||
| Q1 25 | 2.26× | 0.10× | ||
| Q4 24 | — | 2.09× | ||
| Q3 24 | -0.16× | 1.10× | ||
| Q2 24 | 2.79× | 1.14× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
