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BWX Technologies, Inc.（BWXT）とFTAI Aviation Ltd.（FTAI）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
BWX Technologies, Inc.の直近四半期売上が大きい（$885.8M vs $662.0M、FTAI Aviation Ltd.の約1.3倍）。FTAI Aviation Ltd.の純利益率が高く（17.5% vs 10.5%、差は7.0%）。FTAI Aviation Ltd.の前年同期比売上増加率が高い（32.7% vs 18.7%）。BWX Technologies, Inc.の直近四半期フリーキャッシュフローが多い（$56.8M vs $-189.3M）。過去8四半期でFTAI Aviation Ltd.の売上複合成長率が高い（42.4% vs 21.1%）
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。
FTAI Aviation Ltd.は世界的な航空インフラストラクチャー及び航空ソリューションプロバイダーで、商用航空機、航空エンジン及び関連航空資産の保有、賃貸、保守を主な事業とし、世界中の商用航空会社、貨物運用事業者にカスタマイズされた資産管理とアフターサポートを提供し、顧客の運用効率向上を支援している。
BWXT vs FTAI — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $885.8M | $662.0M |
| 純利益 | $93.0M | $115.6M |
| 粗利率 | — | 44.3% |
| 営業利益率 | 10.4% | 20.3% |
| 純利益率 | 10.5% | 17.5% |
| 売上前年比 | 18.7% | 32.7% |
| 純利益前年比 | 30.9% | 12.8% |
| EPS（希薄化後） | $1.02 | $1.06 |
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 | $662.0M | ||
| Q3 25 | $866.3M | $667.1M | ||
| Q2 25 | $764.0M | $676.2M | ||
| Q1 25 | $682.3M | $502.1M | ||
| Q4 24 | $746.3M | $498.8M | ||
| Q3 24 | $672.0M | $465.8M | ||
| Q2 24 | $681.5M | $443.6M | ||
| Q1 24 | $604.0M | $326.7M |
| Q4 25 | $93.0M | $115.6M | ||
| Q3 25 | $82.1M | $117.7M | ||
| Q2 25 | $78.4M | $165.4M | ||
| Q1 25 | $75.5M | $102.4M | ||
| Q4 24 | $71.0M | $102.4M | ||
| Q3 24 | $69.5M | $86.5M | ||
| Q2 24 | $73.0M | $-219.9M | ||
| Q1 24 | $68.5M | $39.6M |
| Q4 25 | — | 44.3% | ||
| Q3 25 | 21.8% | 45.6% | ||
| Q2 25 | 25.1% | 45.4% | ||
| Q1 25 | 24.2% | 50.5% | ||
| Q4 24 | — | 48.3% | ||
| Q3 24 | 24.4% | 52.9% | ||
| Q2 24 | 24.7% | 53.6% | ||
| Q1 24 | 24.6% | 56.3% |
| Q4 25 | 10.4% | 20.3% | ||
| Q3 25 | 13.1% | 21.6% | ||
| Q2 25 | 13.4% | 30.1% | ||
| Q1 25 | 14.2% | 24.9% | ||
| Q4 24 | 12.4% | 21.7% | ||
| Q3 24 | 14.4% | 20.1% | ||
| Q2 24 | 14.5% | -52.5% | ||
| Q1 24 | 15.4% | 13.8% |
| Q4 25 | 10.5% | 17.5% | ||
| Q3 25 | 9.5% | 17.6% | ||
| Q2 25 | 10.3% | 24.5% | ||
| Q1 25 | 11.1% | 20.4% | ||
| Q4 24 | 9.5% | 20.5% | ||
| Q3 24 | 10.3% | 18.6% | ||
| Q2 24 | 10.7% | -49.6% | ||
| Q1 24 | 11.3% | 12.1% |
| Q4 25 | $1.02 | $1.06 | ||
| Q3 25 | $0.89 | $1.10 | ||
| Q2 25 | $0.85 | $1.57 | ||
| Q1 25 | $0.82 | $0.87 | ||
| Q4 24 | $0.77 | $0.87 | ||
| Q3 24 | $0.76 | $0.76 | ||
| Q2 24 | $0.79 | $-2.26 | ||
| Q1 24 | $0.75 | $0.31 |
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 | $499.8M | $300.5M |
| 総負債低いほど良い | — | $3.4B |
| 株主資本純資産 | $1.2B | $334.2M |
| 総資産 | $4.3B | $4.4B |
| 負債/資本比率低いほどレバレッジが低い | — | 10.32× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $499.8M | $300.5M | ||
| Q3 25 | $79.6M | $509.9M | ||
| Q2 25 | $37.0M | $301.9M | ||
| Q1 25 | $55.4M | $112.1M | ||
| Q4 24 | $74.1M | $115.1M | ||
| Q3 24 | $35.5M | $111.9M | ||
| Q2 24 | $48.3M | $169.5M | ||
| Q1 24 | $45.9M | $65.2M |
| Q4 25 | — | $3.4B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | — | $3.4B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | — | $3.1B | ||
| Q1 24 | — | $2.7B |
| Q4 25 | $1.2B | $334.2M | ||
| Q3 25 | $1.2B | $252.5M | ||
| Q2 25 | $1.2B | $164.9M | ||
| Q1 25 | $1.1B | $28.3M | ||
| Q4 24 | $1.1B | $81.4M | ||
| Q3 24 | $1.1B | $118.5M | ||
| Q2 24 | $998.5M | $69.6M | ||
| Q1 24 | $946.2M | $177.1M |
| Q4 25 | $4.3B | $4.4B | ||
| Q3 25 | $3.8B | $4.2B | ||
| Q2 25 | $3.7B | $4.1B | ||
| Q1 25 | $3.1B | $4.3B | ||
| Q4 24 | $2.9B | $4.0B | ||
| Q3 24 | $2.9B | $3.7B | ||
| Q2 24 | $2.8B | $3.4B | ||
| Q1 24 | $2.8B | $3.2B |
| Q4 25 | — | 10.32× | ||
| Q3 25 | — | 13.65× | ||
| Q2 25 | — | 20.88× | ||
| Q1 25 | — | 128.56× | ||
| Q4 24 | — | 42.28× | ||
| Q3 24 | — | 27.15× | ||
| Q2 24 | — | 44.24× | ||
| Q1 24 | — | 15.21× |
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 | $-179.1M |
| フリーキャッシュフロー営業CF - 設備投資 | $56.8M | $-189.3M |
| FCFマージンFCF / 売上 | 6.4% | -28.6% |
| 設備投資強度設備投資 / 売上 | 7.9% | 1.5% |
| キャッシュ転換率営業CF / 純利益 | 1.37× | -1.55× |
| 直近12ヶ月FCF直近4四半期 | $295.3M | $-338.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $127.0M | $-179.1M | ||
| Q3 25 | $143.2M | $4.6M | ||
| Q2 25 | $159.0M | $-110.3M | ||
| Q1 25 | $50.6M | $-26.0M | ||
| Q4 24 | $276.9M | $-41.8M | ||
| Q3 24 | $32.6M | $41.5M | ||
| Q2 24 | $65.9M | $-187.3M | ||
| Q1 24 | $33.0M | $-345.0K |
| Q4 25 | $56.8M | $-189.3M | ||
| Q3 25 | $94.9M | $-1.8M | ||
| Q2 25 | $126.3M | $-117.2M | ||
| Q1 25 | $17.3M | $-30.1M | ||
| Q4 24 | $224.4M | $-48.1M | ||
| Q3 24 | $-7.7M | $41.0M | ||
| Q2 24 | $35.5M | $-188.4M | ||
| Q1 24 | $2.6M | $-1.7M |
| Q4 25 | 6.4% | -28.6% | ||
| Q3 25 | 11.0% | -0.3% | ||
| Q2 25 | 16.5% | -17.3% | ||
| Q1 25 | 2.5% | -6.0% | ||
| Q4 24 | 30.1% | -9.6% | ||
| Q3 24 | -1.1% | 8.8% | ||
| Q2 24 | 5.2% | -42.5% | ||
| Q1 24 | 0.4% | -0.5% |
| Q4 25 | 7.9% | 1.5% | ||
| Q3 25 | 5.6% | 1.0% | ||
| Q2 25 | 4.3% | 1.0% | ||
| Q1 25 | 4.9% | 0.8% | ||
| Q4 24 | 7.0% | 1.3% | ||
| Q3 24 | 6.0% | 0.1% | ||
| Q2 24 | 4.5% | 0.3% | ||
| Q1 24 | 5.0% | 0.4% |
| Q4 25 | 1.37× | -1.55× | ||
| Q3 25 | 1.74× | 0.04× | ||
| Q2 25 | 2.03× | -0.67× | ||
| Q1 25 | 0.67× | -0.25× | ||
| Q4 24 | 3.90× | -0.41× | ||
| Q3 24 | 0.47× | 0.48× | ||
| Q2 24 | 0.90× | — | ||
| Q1 24 | 0.48× | -0.01× |
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% |
FTAI
| Aerospace Products | $355.5M | 54% |
| Other | $212.3M | 32% |
| Equipment Leasing Revenues | $49.2M | 7% |
| Maintenance | $43.4M | 7% |
| Manufactured Product Other | $1.6M | 0% |
