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BWX Technologies, Inc.（BWXT）とSCANSOURCE, INC.（SCSC）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 $766.5M、SCANSOURCE, INC.の約1.2倍）。BWX Technologies, Inc.の純利益率が高く（10.5% vs 2.2%、差は8.3%）。BWX Technologies, Inc.の前年同期比売上増加率が高い（18.7% vs 2.5%）。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 $28.9M）。過去8四半期でBWX Technologies, Inc.の売上複合成長率が高い（21.1% vs 0.9%）
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。
ScanSource社は世界有数の専門技術流通企業で、POSシステム、バーコードスキャナー、サイバーセキュリティ製品、クラウドサービス、通信ソリューションなどを取り扱い、北米・中南米・欧州の付加価値販売業者、サービスプロバイダー、企業顧客向けに事業を展開し、小売、医療、産業、公共部門を主な対象分野としています。
BWXT vs SCSC — 直接比較
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $885.8M | $766.5M |
| 純利益 | $93.0M | $16.5M |
| 粗利率 | — | 13.4% |
| 営業利益率 | 10.4% | 2.3% |
| 純利益率 | 10.5% | 2.2% |
| 売上前年比 | 18.7% | 2.5% |
| 純利益前年比 | 30.9% | -3.3% |
| EPS（希薄化後） | $1.02 | $0.75 |
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 | $766.5M | ||
| Q3 25 | $866.3M | $739.6M | ||
| Q2 25 | $764.0M | $812.9M | ||
| Q1 25 | $682.3M | $704.8M | ||
| Q4 24 | $746.3M | $747.5M | ||
| Q3 24 | $672.0M | $775.6M | ||
| Q2 24 | $681.5M | $746.1M | ||
| Q1 24 | $604.0M | $752.6M |
| Q4 25 | $93.0M | $16.5M | ||
| Q3 25 | $82.1M | $19.9M | ||
| Q2 25 | $78.4M | $20.1M | ||
| Q1 25 | $75.5M | $17.4M | ||
| Q4 24 | $71.0M | $17.1M | ||
| Q3 24 | $69.5M | $17.0M | ||
| Q2 24 | $73.0M | $16.1M | ||
| Q1 24 | $68.5M | $12.8M |
| Q4 25 | — | 13.4% | ||
| Q3 25 | 21.8% | 14.5% | ||
| Q2 25 | 25.1% | 12.9% | ||
| Q1 25 | 24.2% | 14.2% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | 24.4% | 13.1% | ||
| Q2 24 | 24.7% | 13.0% | ||
| Q1 24 | 24.6% | 12.6% |
| Q4 25 | 10.4% | 2.3% | ||
| Q3 25 | 13.1% | 3.5% | ||
| Q2 25 | 13.4% | 3.3% | ||
| Q1 25 | 14.2% | 3.2% | ||
| Q4 24 | 12.4% | 2.5% | ||
| Q3 24 | 14.4% | 2.3% | ||
| Q2 24 | 14.5% | 2.9% | ||
| Q1 24 | 15.4% | 2.3% |
| Q4 25 | 10.5% | 2.2% | ||
| Q3 25 | 9.5% | 2.7% | ||
| Q2 25 | 10.3% | 2.5% | ||
| Q1 25 | 11.1% | 2.5% | ||
| Q4 24 | 9.5% | 2.3% | ||
| Q3 24 | 10.3% | 2.2% | ||
| Q2 24 | 10.7% | 2.2% | ||
| Q1 24 | 11.3% | 1.7% |
| Q4 25 | $1.02 | $0.75 | ||
| Q3 25 | $0.89 | $0.89 | ||
| Q2 25 | $0.85 | $0.87 | ||
| Q1 25 | $0.82 | $0.74 | ||
| Q4 24 | $0.77 | $0.70 | ||
| Q3 24 | $0.76 | $0.69 | ||
| Q2 24 | $0.79 | $0.66 | ||
| Q1 24 | $0.75 | $0.50 |
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 | $83.5M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.2B | $910.9M |
| 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 | $83.5M | ||
| Q3 25 | $79.6M | $124.9M | ||
| Q2 25 | $37.0M | $126.2M | ||
| Q1 25 | $55.4M | $146.3M | ||
| Q4 24 | $74.1M | $110.5M | ||
| Q3 24 | $35.5M | $145.0M | ||
| Q2 24 | $48.3M | $185.5M | ||
| Q1 24 | $45.9M | $159.1M |
| Q4 25 | $1.2B | $910.9M | ||
| Q3 25 | $1.2B | $914.0M | ||
| Q2 25 | $1.2B | $906.4M | ||
| Q1 25 | $1.1B | $901.7M | ||
| Q4 24 | $1.1B | $900.7M | ||
| Q3 24 | $1.1B | $920.9M | ||
| Q2 24 | $998.5M | $924.3M | ||
| Q1 24 | $946.2M | $944.1M |
| Q4 25 | $4.3B | $1.7B | ||
| Q3 25 | $3.8B | $1.7B | ||
| Q2 25 | $3.7B | $1.8B | ||
| Q1 25 | $3.1B | $1.7B | ||
| Q4 24 | $2.9B | $1.7B | ||
| Q3 24 | $2.9B | $1.8B | ||
| Q2 24 | $2.8B | $1.8B | ||
| Q1 24 | $2.8B | $1.8B |
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 | $30.8M |
| フリーキャッシュフロー営業CF - 設備投資 | $56.8M | $28.9M |
| FCFマージンFCF / 売上 | 6.4% | 3.8% |
| 設備投資強度設備投資 / 売上 | 7.9% | 0.3% |
| キャッシュ転換率営業CF / 純利益 | 1.37× | 1.87× |
| 直近12ヶ月FCF直近4四半期 | $295.3M | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $127.0M | $30.8M | ||
| Q3 25 | $143.2M | $23.2M | ||
| Q2 25 | $159.0M | — | ||
| Q1 25 | $50.6M | $66.1M | ||
| Q4 24 | $276.9M | $-6.2M | ||
| Q3 24 | $32.6M | $44.8M | ||
| Q2 24 | $65.9M | — | ||
| Q1 24 | $33.0M | $160.2M |
| Q4 25 | $56.8M | $28.9M | ||
| Q3 25 | $94.9M | $20.8M | ||
| Q2 25 | $126.3M | — | ||
| Q1 25 | $17.3M | $64.6M | ||
| Q4 24 | $224.4M | $-8.2M | ||
| Q3 24 | $-7.7M | $42.5M | ||
| Q2 24 | $35.5M | — | ||
| Q1 24 | $2.6M | $157.7M |
| Q4 25 | 6.4% | 3.8% | ||
| Q3 25 | 11.0% | 2.8% | ||
| Q2 25 | 16.5% | — | ||
| Q1 25 | 2.5% | 9.2% | ||
| Q4 24 | 30.1% | -1.1% | ||
| Q3 24 | -1.1% | 5.5% | ||
| Q2 24 | 5.2% | — | ||
| Q1 24 | 0.4% | 21.0% |
| Q4 25 | 7.9% | 0.3% | ||
| Q3 25 | 5.6% | 0.3% | ||
| Q2 25 | 4.3% | 0.3% | ||
| Q1 25 | 4.9% | 0.2% | ||
| Q4 24 | 7.0% | 0.3% | ||
| Q3 24 | 6.0% | 0.3% | ||
| Q2 24 | 4.5% | 0.2% | ||
| Q1 24 | 5.0% | 0.3% |
| Q4 25 | 1.37× | 1.87× | ||
| Q3 25 | 1.74× | 1.17× | ||
| Q2 25 | 2.03× | — | ||
| Q1 25 | 0.67× | 3.79× | ||
| Q4 24 | 3.90× | -0.36× | ||
| Q3 24 | 0.47× | 2.64× | ||
| Q2 24 | 0.90× | — | ||
| Q1 24 | 0.48× | 12.51× |
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% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
