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BWX Technologies, Inc.（BWXT）とIES Holdings, Inc.（IESC）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 $871.0M、IES Holdings, Inc.の約1.0倍）。IES Holdings, Inc.の純利益率が高く（10.5% vs 10.5%、差は0.0%）。BWX Technologies, Inc.の前年同期比売上増加率が高い（18.7% vs 16.2%）。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 $-18.9M）。過去8四半期でBWX Technologies, Inc.の売上複合成長率が高い（21.1% vs 11.1%）
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。
IES Holdings, Inc.は旧社名Integrated Electrical Services, Inc.で、統合電気・技術システムの設計・設置を手がけるほか、データセンター、住宅、商業施設・工業施設など多様な末端市場向けにインフラ関連製品・サービスを提供している。
BWXT vs IESC — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $885.8M | $871.0M |
| 純利益 | $93.0M | $91.8M |
| 粗利率 | — | 25.3% |
| 営業利益率 | 10.4% | 11.2% |
| 純利益率 | 10.5% | 10.5% |
| 売上前年比 | 18.7% | 16.2% |
| 純利益前年比 | 30.9% | 59.1% |
| EPS（希薄化後） | $1.02 | $4.51 |
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 | $871.0M | ||
| Q3 25 | $866.3M | $897.8M | ||
| Q2 25 | $764.0M | $890.2M | ||
| Q1 25 | $682.3M | $834.0M | ||
| Q4 24 | $746.3M | $749.5M | ||
| Q3 24 | $672.0M | $775.8M | ||
| Q2 24 | $681.5M | $768.4M | ||
| Q1 24 | $604.0M | $705.7M |
| Q4 25 | $93.0M | $91.8M | ||
| Q3 25 | $82.1M | $102.3M | ||
| Q2 25 | $78.4M | $79.3M | ||
| Q1 25 | $75.5M | $72.6M | ||
| Q4 24 | $71.0M | $57.7M | ||
| Q3 24 | $69.5M | $65.5M | ||
| Q2 24 | $73.0M | $66.6M | ||
| Q1 24 | $68.5M | $56.8M |
| Q4 25 | — | 25.3% | ||
| Q3 25 | 21.8% | 26.0% | ||
| Q2 25 | 25.1% | 26.9% | ||
| Q1 25 | 24.2% | 25.0% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | 24.4% | 24.0% | ||
| Q2 24 | 24.7% | 25.3% | ||
| Q1 24 | 24.6% | 24.3% |
| Q4 25 | 10.4% | 11.2% | ||
| Q3 25 | 13.1% | 11.6% | ||
| Q2 25 | 13.4% | 12.6% | ||
| Q1 25 | 14.2% | 11.1% | ||
| Q4 24 | 12.4% | 10.0% | ||
| Q3 24 | 14.4% | 9.7% | ||
| Q2 24 | 14.5% | 11.7% | ||
| Q1 24 | 15.4% | 11.0% |
| Q4 25 | 10.5% | 10.5% | ||
| Q3 25 | 9.5% | 11.4% | ||
| Q2 25 | 10.3% | 8.9% | ||
| Q1 25 | 11.1% | 8.7% | ||
| Q4 24 | 9.5% | 7.7% | ||
| Q3 24 | 10.3% | 8.4% | ||
| Q2 24 | 10.7% | 8.7% | ||
| Q1 24 | 11.3% | 8.0% |
| Q4 25 | $1.02 | $4.51 | ||
| Q3 25 | $0.89 | $4.99 | ||
| Q2 25 | $0.85 | $3.81 | ||
| Q1 25 | $0.82 | $3.50 | ||
| Q4 24 | $0.77 | $2.72 | ||
| Q3 24 | $0.76 | $3.06 | ||
| Q2 24 | $0.79 | $2.67 | ||
| Q1 24 | $0.75 | $2.29 |
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 | $258.7M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.2B | $961.1M |
| 総資産 | $4.3B | $1.7B |
| 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 | $499.8M | $258.7M | ||
| Q3 25 | $79.6M | $231.8M | ||
| Q2 25 | $37.0M | $168.3M | ||
| Q1 25 | $55.4M | $88.3M | ||
| Q4 24 | $74.1M | $112.0M | ||
| Q3 24 | $35.5M | $135.8M | ||
| Q2 24 | $48.3M | $44.9M | ||
| Q1 24 | $45.9M | $106.0M |
| Q4 25 | $1.2B | $961.1M | ||
| Q3 25 | $1.2B | $884.0M | ||
| Q2 25 | $1.2B | $781.4M | ||
| Q1 25 | $1.1B | $705.8M | ||
| Q4 24 | $1.1B | $652.4M | ||
| Q3 24 | $1.1B | $611.1M | ||
| Q2 24 | $998.5M | $567.5M | ||
| Q1 24 | $946.2M | $534.8M |
| Q4 25 | $4.3B | $1.7B | ||
| Q3 25 | $3.8B | $1.6B | ||
| Q2 25 | $3.7B | $1.5B | ||
| Q1 25 | $3.1B | $1.4B | ||
| Q4 24 | $2.9B | $1.3B | ||
| Q3 24 | $2.9B | $1.2B | ||
| Q2 24 | $2.8B | $1.2B | ||
| Q1 24 | $2.8B | $1.1B |
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 | $27.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $56.8M | $-18.9M |
| FCFマージンFCF / 売上 | 6.4% | -2.2% |
| 設備投資強度設備投資 / 売上 | 7.9% | 5.3% |
| キャッシュ転換率営業CF / 純利益 | 1.37× | 0.30× |
| 直近12ヶ月FCF直近4四半期 | $295.3M | $175.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $127.0M | $27.7M | ||
| Q3 25 | $143.2M | $132.0M | ||
| Q2 25 | $159.0M | $92.0M | ||
| Q1 25 | $50.6M | $24.8M | ||
| Q4 24 | $276.9M | $37.3M | ||
| Q3 24 | $32.6M | $92.8M | ||
| Q2 24 | $65.9M | $82.9M | ||
| Q1 24 | $33.0M | $33.7M |
| Q4 25 | $56.8M | $-18.9M | ||
| Q3 25 | $94.9M | $112.0M | ||
| Q2 25 | $126.3M | $74.8M | ||
| Q1 25 | $17.3M | $7.9M | ||
| Q4 24 | $224.4M | $24.1M | ||
| Q3 24 | $-7.7M | $78.5M | ||
| Q2 24 | $35.5M | $65.4M | ||
| Q1 24 | $2.6M | $26.9M |
| Q4 25 | 6.4% | -2.2% | ||
| Q3 25 | 11.0% | 12.5% | ||
| Q2 25 | 16.5% | 8.4% | ||
| Q1 25 | 2.5% | 0.9% | ||
| Q4 24 | 30.1% | 3.2% | ||
| Q3 24 | -1.1% | 10.1% | ||
| Q2 24 | 5.2% | 8.5% | ||
| Q1 24 | 0.4% | 3.8% |
| Q4 25 | 7.9% | 5.3% | ||
| Q3 25 | 5.6% | 2.2% | ||
| Q2 25 | 4.3% | 1.9% | ||
| Q1 25 | 4.9% | 2.0% | ||
| Q4 24 | 7.0% | 1.8% | ||
| Q3 24 | 6.0% | 1.8% | ||
| Q2 24 | 4.5% | 2.3% | ||
| Q1 24 | 5.0% | 1.0% |
| Q4 25 | 1.37× | 0.30× | ||
| Q3 25 | 1.74× | 1.29× | ||
| Q2 25 | 2.03× | 1.16× | ||
| Q1 25 | 0.67× | 0.34× | ||
| Q4 24 | 3.90× | 0.65× | ||
| Q3 24 | 0.47× | 1.42× | ||
| Q2 24 | 0.90× | 1.24× | ||
| Q1 24 | 0.48× | 0.59× |
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% |
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
