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BADGER METER INC（BMI）とCSG SYSTEMS INTERNATIONAL INC（CSGS）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
CSG SYSTEMS INTERNATIONAL INCの直近四半期売上が大きい（$323.1M vs $234.1M、BADGER METER INCの約1.4倍）。BADGER METER INCの純利益率が高く（14.3% vs 2.2%、差は12.2%）。BADGER METER INCの前年同期比売上増加率が高い（14.1% vs 2.0%）。CSG SYSTEMS INTERNATIONAL INCの直近四半期フリーキャッシュフローが多い（$55.8M vs $50.8M）。過去8四半期でBADGER METER INCの売上複合成長率が高い（9.2% vs 4.6%）
Badger Meter Incは流量計測・制御ソリューションを提供する世界的な有力企業です。上下水道事業者、産業、商業、住宅分野の顧客向けに、スマート水道メーター、IoT搭載使用量モニタリングシステム、関連ソフトウェアを提供し、資源消費の追跡、廃棄削減、運用効率の向上を支援しています。主な市場は北米、欧州、アジア太平洋地域です。
中国南玻集団股フン有限公司は中国最大級の建築用ガラスメーカーで、浮きガラス、建築用ガラス、ディスプレイ用ガラス、自動車用ガラス、コーティングガラス、鏡、カラーフィルターガラス、太陽光発電用ガラス、省エネガラスなど多種多様なガラス製品の製造・販売を手がけています。
BMI vs CSGS — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $234.1M | $323.1M |
| 純利益 | $33.6M | $7.0M |
| 粗利率 | 39.7% | 50.0% |
| 営業利益率 | 18.4% | 9.0% |
| 純利益率 | 14.3% | 2.2% |
| 売上前年比 | 14.1% | 2.0% |
| 純利益前年比 | 9.3% | -79.7% |
| EPS（希薄化後） | $1.13 | $0.24 |
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 | $234.1M | $323.1M | ||
| Q3 25 | $222.2M | $303.6M | ||
| Q2 25 | $238.1M | $297.1M | ||
| Q1 25 | $222.2M | $299.5M | ||
| Q4 24 | $205.2M | $316.7M | ||
| Q3 24 | $208.4M | $295.1M | ||
| Q2 24 | $216.7M | $290.3M | ||
| Q1 24 | $196.3M | $295.1M |
| Q4 25 | $33.6M | $7.0M | ||
| Q3 25 | $35.1M | $20.5M | ||
| Q2 25 | $34.6M | $12.3M | ||
| Q1 25 | $38.4M | $16.1M | ||
| Q4 24 | $30.7M | $34.5M | ||
| Q3 24 | $32.0M | $19.1M | ||
| Q2 24 | $33.1M | $13.8M | ||
| Q1 24 | $29.1M | $19.5M |
| Q4 25 | 39.7% | 50.0% | ||
| Q3 25 | 43.1% | 48.1% | ||
| Q2 25 | 41.1% | 49.5% | ||
| Q1 25 | 42.9% | 48.4% | ||
| Q4 24 | 40.3% | 51.3% | ||
| Q3 24 | 40.2% | 49.4% | ||
| Q2 24 | 39.4% | 47.3% | ||
| Q1 24 | 39.3% | 46.5% |
| Q4 25 | 18.4% | 9.0% | ||
| Q3 25 | 20.7% | 10.0% | ||
| Q2 25 | 18.8% | 10.0% | ||
| Q1 25 | 22.2% | 9.8% | ||
| Q4 24 | 19.1% | 13.4% | ||
| Q3 24 | 19.5% | 10.8% | ||
| Q2 24 | 19.2% | 8.8% | ||
| Q1 24 | 18.6% | 10.8% |
| Q4 25 | 14.3% | 2.2% | ||
| Q3 25 | 15.8% | 6.7% | ||
| Q2 25 | 14.5% | 4.1% | ||
| Q1 25 | 17.3% | 5.4% | ||
| Q4 24 | 15.0% | 10.9% | ||
| Q3 24 | 15.4% | 6.5% | ||
| Q2 24 | 15.3% | 4.8% | ||
| Q1 24 | 14.8% | 6.6% |
| Q4 25 | $1.13 | $0.24 | ||
| Q3 25 | $1.19 | $0.73 | ||
| Q2 25 | $1.17 | $0.44 | ||
| Q1 25 | $1.30 | $0.57 | ||
| Q4 24 | $1.04 | $1.20 | ||
| Q3 24 | $1.08 | $0.67 | ||
| Q2 24 | $1.12 | $0.48 | ||
| Q1 24 | $0.99 | $0.68 |
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 | — | $180.0M |
| 総負債低いほど良い | — | $539.5M |
| 株主資本純資産 | $713.3M | $283.7M |
| 総資産 | $973.6M | $1.5B |
| 負債/資本比率低いほどレバレッジが低い | — | 1.90× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $180.0M | ||
| Q3 25 | — | $158.4M | ||
| Q2 25 | — | $145.9M | ||
| Q1 25 | — | $136.0M | ||
| Q4 24 | — | $161.8M | ||
| Q3 24 | — | $118.4M | ||
| Q2 24 | — | $110.4M | ||
| Q1 24 | — | $120.8M |
| Q4 25 | — | $539.5M | ||
| Q3 25 | — | $538.6M | ||
| Q2 25 | — | $537.8M | ||
| Q1 25 | — | $537.6M | ||
| Q4 24 | — | $538.5M | ||
| Q3 24 | — | $539.5M | ||
| Q2 24 | — | $540.5M | ||
| Q1 24 | — | $541.5M |
| Q4 25 | $713.3M | $283.7M | ||
| Q3 25 | $702.5M | $289.5M | ||
| Q2 25 | $677.6M | $290.7M | ||
| Q1 25 | $641.7M | $283.1M | ||
| Q4 24 | $606.2M | $282.6M | ||
| Q3 24 | $591.2M | $288.4M | ||
| Q2 24 | $563.1M | $273.3M | ||
| Q1 24 | $535.6M | $269.3M |
| Q4 25 | $973.6M | $1.5B | ||
| Q3 25 | $978.3M | $1.5B | ||
| Q2 25 | $936.4M | $1.4B | ||
| Q1 25 | $899.6M | $1.4B | ||
| Q4 24 | $816.4M | $1.5B | ||
| Q3 24 | $802.9M | $1.4B | ||
| Q2 24 | $781.3M | $1.4B | ||
| Q1 24 | $743.5M | $1.3B |
| Q4 25 | — | 1.90× | ||
| Q3 25 | — | 1.86× | ||
| Q2 25 | — | 1.85× | ||
| Q1 25 | — | 1.90× | ||
| Q4 24 | — | 1.91× | ||
| Q3 24 | — | 1.87× | ||
| Q2 24 | — | 1.98× | ||
| Q1 24 | — | 2.01× |
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 | $54.8M | $59.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $50.8M | $55.8M |
| FCFマージンFCF / 売上 | 21.7% | 17.3% |
| 設備投資強度設備投資 / 売上 | 1.7% | 1.1% |
| キャッシュ転換率営業CF / 純利益 | 1.63× | 8.46× |
| 直近12ヶ月FCF直近4四半期 | $169.7M | $141.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $54.8M | $59.2M | ||
| Q3 25 | $51.3M | $47.9M | ||
| Q2 25 | $44.6M | $37.3M | ||
| Q1 25 | $33.0M | $11.5M | ||
| Q4 24 | $52.1M | $82.5M | ||
| Q3 24 | $45.1M | $39.5M | ||
| Q2 24 | $36.4M | $43.1M | ||
| Q1 24 | $21.5M | $-29.4M |
| Q4 25 | $50.8M | $55.8M | ||
| Q3 25 | $48.2M | $43.9M | ||
| Q2 25 | $40.6M | $34.6M | ||
| Q1 25 | $30.1M | $7.1M | ||
| Q4 24 | $47.4M | $76.6M | ||
| Q3 24 | $42.0M | $32.0M | ||
| Q2 24 | $34.1M | $38.8M | ||
| Q1 24 | $18.8M | $-34.1M |
| Q4 25 | 21.7% | 17.3% | ||
| Q3 25 | 21.7% | 14.5% | ||
| Q2 25 | 17.1% | 11.6% | ||
| Q1 25 | 13.5% | 2.4% | ||
| Q4 24 | 23.1% | 24.2% | ||
| Q3 24 | 20.1% | 10.8% | ||
| Q2 24 | 15.7% | 13.4% | ||
| Q1 24 | 9.6% | -11.6% |
| Q4 25 | 1.7% | 1.1% | ||
| Q3 25 | 1.4% | 1.3% | ||
| Q2 25 | 1.7% | 0.9% | ||
| Q1 25 | 1.3% | 1.5% | ||
| Q4 24 | 2.3% | 1.9% | ||
| Q3 24 | 1.5% | 2.5% | ||
| Q2 24 | 1.1% | 1.5% | ||
| Q1 24 | 1.4% | 1.6% |
| Q4 25 | 1.63× | 8.46× | ||
| Q3 25 | 1.46× | 2.34× | ||
| Q2 25 | 1.29× | 3.04× | ||
| Q1 25 | 0.86× | 0.71× | ||
| Q4 24 | 1.70× | 2.39× | ||
| Q3 24 | 1.41× | 2.07× | ||
| Q2 24 | 1.10× | 3.12× | ||
| Q1 24 | 0.74× | -1.51× |
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
BMI
| Transferred At Point In Time | $198.6M | 85% |
| Transferred Over Time | $22.1M | 9% |
| Other | $13.4M | 6% |
CSGS
| Software As A Service And Related Solutions | $287.2M | 89% |
| License And Service | $22.6M | 7% |
| Maintenance | $13.3M | 4% |
