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BWX Technologies, Inc.(BWXT)とRevvity(RVTY)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 $772.1M、Revvityの約1.1倍)。Revvityの純利益率が高く(12.7% vs 10.5%、差は2.2%)。BWX Technologies, Inc.の前年同期比売上増加率が高い(18.7% vs 5.9%)。Revvityの直近四半期フリーキャッシュフローが多い($161.8M 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 9.0%)
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。
レブィティ(Revvity, Inc.)は米国のライフサイエンス・診断事業を手がける企業で、製薬およびバイオテクノロジー業界を主な顧客とし、特に新たな細胞治療や遺伝子治療の開発に関連するサービス・製品を提供している。前身は多岐にわたる事業を展開してきた老舗企業パーキンエルマーである。
BWXT vs RVTY — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | ||
|---|---|---|
| 売上 | $885.8M | $772.1M |
| 純利益 | $93.0M | $98.4M |
| 粗利率 | — | — |
| 営業利益率 | 10.4% | 14.5% |
| 純利益率 | 10.5% | 12.7% |
| 売上前年比 | 18.7% | 5.9% |
| 純利益前年比 | 30.9% | 3.9% |
| EPS(希薄化後) | $1.02 | $0.86 |
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 | $772.1M | ||
| Q3 25 | $866.3M | $698.9M | ||
| Q2 25 | $764.0M | $720.3M | ||
| Q1 25 | $682.3M | $664.8M | ||
| Q4 24 | $746.3M | $729.4M | ||
| Q3 24 | $672.0M | $684.0M | ||
| Q2 24 | $681.5M | $691.7M | ||
| Q1 24 | $604.0M | $649.9M |
| Q4 25 | $93.0M | $98.4M | ||
| Q3 25 | $82.1M | $46.7M | ||
| Q2 25 | $78.4M | $53.9M | ||
| Q1 25 | $75.5M | $42.2M | ||
| Q4 24 | $71.0M | $94.6M | ||
| Q3 24 | $69.5M | $94.4M | ||
| Q2 24 | $73.0M | $55.4M | ||
| Q1 24 | $68.5M | $26.0M |
| Q4 25 | — | — | ||
| Q3 25 | 21.8% | 53.6% | ||
| Q2 25 | 25.1% | 54.5% | ||
| Q1 25 | 24.2% | 56.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | 24.4% | 56.3% | ||
| Q2 24 | 24.7% | 55.7% | ||
| Q1 24 | 24.6% | 54.6% |
| Q4 25 | 10.4% | 14.5% | ||
| Q3 25 | 13.1% | 11.7% | ||
| Q2 25 | 13.4% | 12.6% | ||
| Q1 25 | 14.2% | 10.9% | ||
| Q4 24 | 12.4% | 16.3% | ||
| Q3 24 | 14.4% | 14.3% | ||
| Q2 24 | 14.5% | 12.4% | ||
| Q1 24 | 15.4% | 6.8% |
| Q4 25 | 10.5% | 12.7% | ||
| Q3 25 | 9.5% | 6.7% | ||
| Q2 25 | 10.3% | 7.5% | ||
| Q1 25 | 11.1% | 6.4% | ||
| Q4 24 | 9.5% | 13.0% | ||
| Q3 24 | 10.3% | 13.8% | ||
| Q2 24 | 10.7% | 8.0% | ||
| Q1 24 | 11.3% | 4.0% |
| Q4 25 | $1.02 | $0.86 | ||
| Q3 25 | $0.89 | $0.40 | ||
| Q2 25 | $0.85 | $0.46 | ||
| Q1 25 | $0.82 | $0.35 | ||
| Q4 24 | $0.77 | $0.77 | ||
| Q3 24 | $0.76 | $0.77 | ||
| Q2 24 | $0.79 | $0.45 | ||
| Q1 24 | $0.75 | $0.21 |
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 | $919.9M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.2B | $7.3B |
| 総資産 | $4.3B | $12.2B |
| 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 | $919.9M | ||
| Q3 25 | $79.6M | $931.4M | ||
| Q2 25 | $37.0M | $991.8M | ||
| Q1 25 | $55.4M | $1.1B | ||
| Q4 24 | $74.1M | $1.2B | ||
| Q3 24 | $35.5M | $1.2B | ||
| Q2 24 | $48.3M | $2.0B | ||
| Q1 24 | $45.9M | $1.7B |
| Q4 25 | $1.2B | $7.3B | ||
| Q3 25 | $1.2B | $7.4B | ||
| Q2 25 | $1.2B | $7.6B | ||
| Q1 25 | $1.1B | $7.6B | ||
| Q4 24 | $1.1B | $7.7B | ||
| Q3 24 | $1.1B | $7.9B | ||
| Q2 24 | $998.5M | $7.9B | ||
| Q1 24 | $946.2M | $7.8B |
| Q4 25 | $4.3B | $12.2B | ||
| Q3 25 | $3.8B | $12.1B | ||
| Q2 25 | $3.7B | $12.4B | ||
| Q1 25 | $3.1B | $12.4B | ||
| Q4 24 | $2.9B | $12.4B | ||
| Q3 24 | $2.9B | $12.8B | ||
| Q2 24 | $2.8B | $13.4B | ||
| Q1 24 | $2.8B | $13.4B |
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 | $182.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $56.8M | $161.8M |
| FCFマージンFCF / 売上 | 6.4% | 21.0% |
| 設備投資強度設備投資 / 売上 | 7.9% | 2.6% |
| キャッシュ転換率営業CF / 純利益 | 1.37× | 1.85× |
| 直近12ヶ月FCF直近4四半期 | $295.3M | $509.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $127.0M | $182.0M | ||
| Q3 25 | $143.2M | $138.5M | ||
| Q2 25 | $159.0M | $134.3M | ||
| Q1 25 | $50.6M | $128.2M | ||
| Q4 24 | $276.9M | $174.2M | ||
| Q3 24 | $32.6M | $147.9M | ||
| Q2 24 | $65.9M | $158.6M | ||
| Q1 24 | $33.0M | $147.6M |
| Q4 25 | $56.8M | $161.8M | ||
| Q3 25 | $94.9M | $120.0M | ||
| Q2 25 | $126.3M | $115.5M | ||
| Q1 25 | $17.3M | $112.2M | ||
| Q4 24 | $224.4M | $149.8M | ||
| Q3 24 | $-7.7M | $125.6M | ||
| Q2 24 | $35.5M | $136.6M | ||
| Q1 24 | $2.6M | $129.7M |
| Q4 25 | 6.4% | 21.0% | ||
| Q3 25 | 11.0% | 17.2% | ||
| Q2 25 | 16.5% | 16.0% | ||
| Q1 25 | 2.5% | 16.9% | ||
| Q4 24 | 30.1% | 20.5% | ||
| Q3 24 | -1.1% | 18.4% | ||
| Q2 24 | 5.2% | 19.7% | ||
| Q1 24 | 0.4% | 20.0% |
| Q4 25 | 7.9% | 2.6% | ||
| Q3 25 | 5.6% | 2.6% | ||
| Q2 25 | 4.3% | 2.6% | ||
| Q1 25 | 4.9% | 2.4% | ||
| Q4 24 | 7.0% | 3.4% | ||
| Q3 24 | 6.0% | 3.3% | ||
| Q2 24 | 4.5% | 3.2% | ||
| Q1 24 | 5.0% | 2.7% |
| Q4 25 | 1.37× | 1.85× | ||
| Q3 25 | 1.74× | 2.97× | ||
| Q2 25 | 2.03× | 2.49× | ||
| Q1 25 | 0.67× | 3.03× | ||
| Q4 24 | 3.90× | 1.84× | ||
| Q3 24 | 0.47× | 1.57× | ||
| Q2 24 | 0.90× | 2.87× | ||
| Q1 24 | 0.48× | 5.67× |
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
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |