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BWX Technologies, Inc.（BWXT）とCoStar Group（CSGP）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
CoStar Groupの直近四半期売上が大きい（$899.9M vs $885.8M、BWX Technologies, Inc.の約1.0倍）。BWX Technologies, Inc.の純利益率が高く（10.5% vs 5.2%、差は5.3%）。CoStar Groupの前年同期比売上増加率が高い（26.9% vs 18.7%）。CoStar Groupの直近四半期フリーキャッシュフローが多い（$101.3M vs $56.8M）。過去8四半期でBWX Technologies, Inc.の売上複合成長率が高い（21.1% vs 17.1%）
BWXテクノロジーズ社（略称BWXT）は米国バージニア州リンチバーグに本社を置き、原子力関連部品及び燃料を世界各国に供給する企業です。原子力発電や関連産業分野の顧客ニーズに応え、高品質な製品を提供しています。
CoStar Groupは1987年に設立された米国の商業不動産向けサービス企業で、本社はバージニア州アーリントンに所在します。北米・欧州を事業エリアとし、商業不動産業界向けの情報、分析、マーケティングサービスを提供するほか、複数のオンラインプラットフォームを運営しています。
BWXT vs CSGP — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $885.8M | $899.9M |
| 純利益 | $93.0M | $46.5M |
| 粗利率 | — | 78.6% |
| 営業利益率 | 10.4% | 5.5% |
| 純利益率 | 10.5% | 5.2% |
| 売上前年比 | 18.7% | 26.9% |
| 純利益前年比 | 30.9% | -22.2% |
| EPS（希薄化後） | $1.02 | $0.12 |
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 | $885.8M | $899.9M | ||
| Q3 25 | $866.3M | $833.6M | ||
| Q2 25 | $764.0M | $781.3M | ||
| Q1 25 | $682.3M | $732.2M | ||
| Q4 24 | $746.3M | $709.4M | ||
| Q3 24 | $672.0M | $692.6M | ||
| Q2 24 | $681.5M | $677.8M | ||
| Q1 24 | $604.0M | $656.4M |
| Q4 25 | $93.0M | $46.5M | ||
| Q3 25 | $82.1M | $-30.9M | ||
| Q2 25 | $78.4M | $6.2M | ||
| Q1 25 | $75.5M | $-14.8M | ||
| Q4 24 | $71.0M | $59.8M | ||
| Q3 24 | $69.5M | $53.0M | ||
| Q2 24 | $73.0M | $19.2M | ||
| Q1 24 | $68.5M | $6.7M |
| Q4 25 | — | 78.6% | ||
| Q3 25 | 21.8% | 79.3% | ||
| Q2 25 | 25.1% | 78.5% | ||
| Q1 25 | 24.2% | 79.1% | ||
| Q4 24 | — | 80.1% | ||
| Q3 24 | 24.4% | 79.7% | ||
| Q2 24 | 24.7% | 80.0% | ||
| Q1 24 | 24.6% | 78.5% |
| Q4 25 | 10.4% | 5.5% | ||
| Q3 25 | 13.1% | -6.1% | ||
| Q2 25 | 13.4% | -3.5% | ||
| Q1 25 | 14.2% | -5.8% | ||
| Q4 24 | 12.4% | 5.6% | ||
| Q3 24 | 14.4% | 3.4% | ||
| Q2 24 | 14.5% | -2.4% | ||
| Q1 24 | 15.4% | -6.5% |
| Q4 25 | 10.5% | 5.2% | ||
| Q3 25 | 9.5% | -3.7% | ||
| Q2 25 | 10.3% | 0.8% | ||
| Q1 25 | 11.1% | -2.0% | ||
| Q4 24 | 9.5% | 8.4% | ||
| Q3 24 | 10.3% | 7.7% | ||
| Q2 24 | 10.7% | 2.8% | ||
| Q1 24 | 11.3% | 1.0% |
| Q4 25 | $1.02 | $0.12 | ||
| Q3 25 | $0.89 | $-0.07 | ||
| Q2 25 | $0.85 | $0.01 | ||
| Q1 25 | $0.82 | $-0.04 | ||
| Q4 24 | $0.77 | $0.14 | ||
| Q3 24 | $0.76 | $0.13 | ||
| Q2 24 | $0.79 | $0.05 | ||
| Q1 24 | $0.75 | $0.02 |
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 | $499.8M | $1.6B |
| 総負債低いほど良い | — | $140.0M |
| 株主資本純資産 | $1.2B | $8.3B |
| 総資産 | $4.3B | $10.5B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.02× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $499.8M | $1.6B | ||
| Q3 25 | $79.6M | $1.9B | ||
| Q2 25 | $37.0M | $3.6B | ||
| Q1 25 | $55.4M | $3.7B | ||
| Q4 24 | $74.1M | $4.7B | ||
| Q3 24 | $35.5M | — | ||
| Q2 24 | $48.3M | — | ||
| Q1 24 | $45.9M | — |
| Q4 25 | — | $140.0M | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.0B | ||
| Q1 24 | — | $1.0B |
| Q4 25 | $1.2B | $8.3B | ||
| Q3 25 | $1.2B | $8.6B | ||
| Q2 25 | $1.2B | $8.6B | ||
| Q1 25 | $1.1B | $8.6B | ||
| Q4 24 | $1.1B | $7.6B | ||
| Q3 24 | $1.1B | $7.5B | ||
| Q2 24 | $998.5M | $7.4B | ||
| Q1 24 | $946.2M | $7.3B |
| Q4 25 | $4.3B | $10.5B | ||
| Q3 25 | $3.8B | $10.8B | ||
| Q2 25 | $3.7B | $10.5B | ||
| Q1 25 | $3.1B | $10.4B | ||
| Q4 24 | $2.9B | $9.3B | ||
| Q3 24 | $2.9B | $9.1B | ||
| Q2 24 | $2.8B | $9.1B | ||
| Q1 24 | $2.8B | $9.0B |
| Q4 25 | — | 0.02× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.14× |
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 | $127.0M | $162.1M |
| フリーキャッシュフロー営業CF - 設備投資 | $56.8M | $101.3M |
| FCFマージンFCF / 売上 | 6.4% | 11.3% |
| 設備投資強度設備投資 / 売上 | 7.9% | 6.8% |
| キャッシュ転換率営業CF / 純利益 | 1.37× | 3.49× |
| 直近12ヶ月FCF直近4四半期 | $295.3M | $123.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $127.0M | $162.1M | ||
| Q3 25 | $143.2M | $68.2M | ||
| Q2 25 | $159.0M | $146.5M | ||
| Q1 25 | $50.6M | $53.2M | ||
| Q4 24 | $276.9M | $94.6M | ||
| Q3 24 | $32.6M | $100.3M | ||
| Q2 24 | $65.9M | $58.1M | ||
| Q1 24 | $33.0M | $139.6M |
| Q4 25 | $56.8M | $101.3M | ||
| Q3 25 | $94.9M | $-5.5M | ||
| Q2 25 | $126.3M | $27.7M | ||
| Q1 25 | $17.3M | $-500.0K | ||
| Q4 24 | $224.4M | $25.2M | ||
| Q3 24 | $-7.7M | $40.2M | ||
| Q2 24 | $35.5M | $-14.7M | ||
| Q1 24 | $2.6M | $-237.1M |
| Q4 25 | 6.4% | 11.3% | ||
| Q3 25 | 11.0% | -0.7% | ||
| Q2 25 | 16.5% | 3.5% | ||
| Q1 25 | 2.5% | -0.1% | ||
| Q4 24 | 30.1% | 3.6% | ||
| Q3 24 | -1.1% | 5.8% | ||
| Q2 24 | 5.2% | -2.2% | ||
| Q1 24 | 0.4% | -36.1% |
| Q4 25 | 7.9% | 6.8% | ||
| Q3 25 | 5.6% | 8.8% | ||
| Q2 25 | 4.3% | 15.2% | ||
| Q1 25 | 4.9% | 7.3% | ||
| Q4 24 | 7.0% | 9.8% | ||
| Q3 24 | 6.0% | 8.7% | ||
| Q2 24 | 4.5% | 10.7% | ||
| Q1 24 | 5.0% | 57.4% |
| Q4 25 | 1.37× | 3.49× | ||
| Q3 25 | 1.74× | — | ||
| Q2 25 | 2.03× | 23.63× | ||
| Q1 25 | 0.67× | — | ||
| Q4 24 | 3.90× | 1.58× | ||
| Q3 24 | 0.47× | 1.89× | ||
| Q2 24 | 0.90× | 3.03× | ||
| Q1 24 | 0.48× | 20.84× |
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
BWXT
| Nuclear Component Program | $436.4M | 49% |
| Nuclear Manufacturing | $134.8M | 15% |
| Cost Plus Fee | $116.1M | 13% |
| Uranium And Nuclear Services | $103.8M | 12% |
| Commercial Operations | $49.0M | 6% |
| Commercial Operations Segment | $33.7M | 4% |
| Transferred At Point In Time | $1.3M | 0% |
CSGP
| Co Star | $503.8M | 56% |
| Other | $283.0M | 31% |
| Loop Net | $94.7M | 11% |
