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BADGER METER INC(BMI)とVontier Corp(VNT)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
Vontier Corpの直近四半期売上が大きい($808.5M vs $234.1M、BADGER METER INCの約3.5倍)。Vontier Corpの純利益率が高く(15.3% vs 14.3%、差は0.9%)。BADGER METER INCの前年同期比売上増加率が高い(14.1% vs 4.1%)。Vontier Corpの直近四半期フリーキャッシュフローが多い($174.8M 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 3.4%)
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。
Vontierコーポレーションは米国ノースカロライナ州ローリーに本社を置く産業製造企業で、Gilbarco Veeder-Root、Matco Tools、Teletrac Navmanといったブランドを所有し、子会社にHennessy Industries、Gasboy、Global Traffic Technologies(GTT)などがあります。
BMI vs VNT — 直接比較
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | ||
|---|---|---|
| 売上 | $234.1M | $808.5M |
| 純利益 | $33.6M | $123.5M |
| 粗利率 | 39.7% | — |
| 営業利益率 | 18.4% | 18.9% |
| 純利益率 | 14.3% | 15.3% |
| 売上前年比 | 14.1% | 4.1% |
| 純利益前年比 | 9.3% | 0.0% |
| EPS(希薄化後) | $1.13 | $0.85 |
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 | $808.5M | ||
| Q3 25 | $222.2M | $752.5M | ||
| Q2 25 | $238.1M | $773.5M | ||
| Q1 25 | $222.2M | $741.1M | ||
| Q4 24 | $205.2M | $776.8M | ||
| Q3 24 | $208.4M | $750.0M | ||
| Q2 24 | $216.7M | $696.4M | ||
| Q1 24 | $196.3M | $755.8M |
| Q4 25 | $33.6M | $123.5M | ||
| Q3 25 | $35.1M | $102.8M | ||
| Q2 25 | $34.6M | $91.9M | ||
| Q1 25 | $38.4M | $87.9M | ||
| Q4 24 | $30.7M | $123.5M | ||
| Q3 24 | $32.0M | $91.8M | ||
| Q2 24 | $33.1M | $70.1M | ||
| Q1 24 | $29.1M | $136.8M |
| Q4 25 | 39.7% | — | ||
| Q3 25 | 43.1% | 47.3% | ||
| Q2 25 | 41.1% | 47.9% | ||
| Q1 25 | 42.9% | 47.3% | ||
| Q4 24 | 40.3% | — | ||
| Q3 24 | 40.2% | 47.2% | ||
| Q2 24 | 39.4% | 48.2% | ||
| Q1 24 | 39.3% | 49.2% |
| Q4 25 | 18.4% | 18.9% | ||
| Q3 25 | 20.7% | 18.9% | ||
| Q2 25 | 18.8% | 17.6% | ||
| Q1 25 | 22.2% | 17.6% | ||
| Q4 24 | 19.1% | 19.2% | ||
| Q3 24 | 19.5% | 17.5% | ||
| Q2 24 | 19.2% | 16.4% | ||
| Q1 24 | 18.6% | 18.8% |
| Q4 25 | 14.3% | 15.3% | ||
| Q3 25 | 15.8% | 13.7% | ||
| Q2 25 | 14.5% | 11.9% | ||
| Q1 25 | 17.3% | 11.9% | ||
| Q4 24 | 15.0% | 15.9% | ||
| Q3 24 | 15.4% | 12.2% | ||
| Q2 24 | 15.3% | 10.1% | ||
| Q1 24 | 14.8% | 18.1% |
| Q4 25 | $1.13 | $0.85 | ||
| Q3 25 | $1.19 | $0.70 | ||
| Q2 25 | $1.17 | $0.62 | ||
| Q1 25 | $1.30 | $0.59 | ||
| Q4 24 | $1.04 | $0.82 | ||
| Q3 24 | $1.08 | $0.60 | ||
| Q2 24 | $1.12 | $0.45 | ||
| Q1 24 | $0.99 | $0.88 |
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 | — | $492.2M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $713.3M | $1.2B |
| 総資産 | $973.6M | $4.4B |
| 負債/資本比率低いほどレバレッジが低い | — | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $492.2M | ||
| Q3 25 | — | $433.8M | ||
| Q2 25 | — | $364.2M | ||
| Q1 25 | — | $333.6M | ||
| Q4 24 | — | $356.4M | ||
| Q3 24 | — | $330.9M | ||
| Q2 24 | — | $331.3M | ||
| Q1 24 | — | $406.0M |
| Q4 25 | $713.3M | $1.2B | ||
| Q3 25 | $702.5M | $1.2B | ||
| Q2 25 | $677.6M | $1.2B | ||
| Q1 25 | $641.7M | $1.1B | ||
| Q4 24 | $606.2M | $1.1B | ||
| Q3 24 | $591.2M | $1.0B | ||
| Q2 24 | $563.1M | $1.0B | ||
| Q1 24 | $535.6M | $984.9M |
| Q4 25 | $973.6M | $4.4B | ||
| Q3 25 | $978.3M | $4.4B | ||
| Q2 25 | $936.4M | $4.4B | ||
| Q1 25 | $899.6M | $4.3B | ||
| Q4 24 | $816.4M | $4.3B | ||
| Q3 24 | $802.9M | $4.3B | ||
| Q2 24 | $781.3M | $4.2B | ||
| Q1 24 | $743.5M | $4.3B |
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 | $190.1M |
| フリーキャッシュフロー営業CF - 設備投資 | $50.8M | $174.8M |
| FCFマージンFCF / 売上 | 21.7% | 21.6% |
| 設備投資強度設備投資 / 売上 | 1.7% | 1.9% |
| キャッシュ転換率営業CF / 純利益 | 1.63× | 1.54× |
| 直近12ヶ月FCF直近4四半期 | $169.7M | $441.1M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $54.8M | $190.1M | ||
| Q3 25 | $51.3M | $110.5M | ||
| Q2 25 | $44.6M | $100.0M | ||
| Q1 25 | $33.0M | $110.4M | ||
| Q4 24 | $52.1M | $168.1M | ||
| Q3 24 | $45.1M | $121.8M | ||
| Q2 24 | $36.4M | $46.1M | ||
| Q1 24 | $21.5M | $91.5M |
| Q4 25 | $50.8M | $174.8M | ||
| Q3 25 | $48.2M | $90.3M | ||
| Q2 25 | $40.6M | $83.3M | ||
| Q1 25 | $30.1M | $92.7M | ||
| Q4 24 | $47.4M | $148.0M | ||
| Q3 24 | $42.0M | $103.2M | ||
| Q2 24 | $34.1M | $22.3M | ||
| Q1 24 | $18.8M | $71.3M |
| Q4 25 | 21.7% | 21.6% | ||
| Q3 25 | 21.7% | 12.0% | ||
| Q2 25 | 17.1% | 10.8% | ||
| Q1 25 | 13.5% | 12.5% | ||
| Q4 24 | 23.1% | 19.1% | ||
| Q3 24 | 20.1% | 13.8% | ||
| Q2 24 | 15.7% | 3.2% | ||
| Q1 24 | 9.6% | 9.4% |
| Q4 25 | 1.7% | 1.9% | ||
| Q3 25 | 1.4% | 2.7% | ||
| Q2 25 | 1.7% | 2.2% | ||
| Q1 25 | 1.3% | 2.4% | ||
| Q4 24 | 2.3% | 2.6% | ||
| Q3 24 | 1.5% | 2.5% | ||
| Q2 24 | 1.1% | 3.4% | ||
| Q1 24 | 1.4% | 2.7% |
| Q4 25 | 1.63× | 1.54× | ||
| Q3 25 | 1.46× | 1.07× | ||
| Q2 25 | 1.29× | 1.09× | ||
| Q1 25 | 0.86× | 1.26× | ||
| Q4 24 | 1.70× | 1.36× | ||
| Q3 24 | 1.41× | 1.33× | ||
| Q2 24 | 1.10× | 0.66× | ||
| Q1 24 | 0.74× | 0.67× |
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% |
VNT
| Environmental Fueling Solutions Segment | $387.5M | 48% |
| Services | $191.0M | 24% |
| Repair Solutions Segment | $144.5M | 18% |
| Other | $85.5M | 11% |