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CLEAN HARBORS INC（CLH）とSEALED AIR CORP（SEE）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
CLEAN HARBORS INCの直近四半期売上が大きい（$1.5B vs $1.4B、SEALED AIR CORPの約1.1倍）。CLEAN HARBORS INCの純利益率が高く（5.8% vs 3.1%、差は2.6%）。CLEAN HARBORS INCの前年同期比売上増加率が高い（4.8% vs 2.6%）。SEALED AIR CORPの直近四半期フリーキャッシュフローが多い（$257.7M vs $233.3M）。過去8四半期でCLEAN HARBORS INCの売上複合成長率が高い（4.4% vs 2.7%）
マサチューセッツ州ノーウェルに本社を置くClean Harborsは、企業向け廃棄物管理・産業サービスを提供する事業者です。有害廃棄物の収集・運搬・処理・処分を主力とし、非有害廃棄物向けサービスも展開し、米加両国に870の営業拠点と焼却施設・埋立地など100か所以上の廃棄物処分施設を保有しています。
シールドエア社は、革新的な包装・保護ソリューションを提供するグローバル企業です。緩衝材、食品の安全性と鮮度保持を実現する包装、廃棄物削減に貢献する持続可能な包装システムを中核に、小売、Eコマース、食品飲料、工業製造などの分野にサービスを展開しています。
CLH vs SEE — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.5B | $1.4B |
| 純利益 | $86.6M | $43.8M |
| 粗利率 | 30.6% | 28.6% |
| 営業利益率 | 10.6% | 11.4% |
| 純利益率 | 5.8% | 3.1% |
| 売上前年比 | 4.8% | 2.6% |
| 純利益前年比 | 3.1% | 700.0% |
| EPS（希薄化後） | $1.62 | $0.30 |
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 | $1.5B | $1.4B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.4B | $1.4B | ||
| Q3 24 | $1.5B | $1.3B | ||
| Q2 24 | $1.6B | $1.3B | ||
| Q1 24 | $1.4B | $1.3B |
| Q4 25 | $86.6M | $43.8M | ||
| Q3 25 | $118.8M | $255.1M | ||
| Q2 25 | $126.9M | $93.1M | ||
| Q1 25 | $58.7M | $113.5M | ||
| Q4 24 | $84.0M | $-7.3M | ||
| Q3 24 | $115.2M | $91.7M | ||
| Q2 24 | $133.3M | $98.3M | ||
| Q1 24 | $69.8M | $82.0M |
| Q4 25 | 30.6% | 28.6% | ||
| Q3 25 | 32.3% | 29.8% | ||
| Q2 25 | 33.3% | 30.7% | ||
| Q1 25 | 28.6% | 30.9% | ||
| Q4 24 | 29.9% | 30.0% | ||
| Q3 24 | 31.0% | 30.1% | ||
| Q2 24 | 33.3% | 31.2% | ||
| Q1 24 | 29.5% | 30.3% |
| Q4 25 | 10.6% | 11.4% | ||
| Q3 25 | 12.5% | 13.8% | ||
| Q2 25 | 13.6% | 15.0% | ||
| Q1 25 | 7.8% | 14.5% | ||
| Q4 24 | 9.6% | 11.7% | ||
| Q3 24 | 12.6% | 13.9% | ||
| Q2 24 | 13.9% | 15.4% | ||
| Q1 24 | 9.1% | 14.0% |
| Q4 25 | 5.8% | 3.1% | ||
| Q3 25 | 7.7% | 19.0% | ||
| Q2 25 | 8.2% | 7.0% | ||
| Q1 25 | 4.1% | 9.0% | ||
| Q4 24 | 5.9% | -0.5% | ||
| Q3 24 | 7.5% | 6.9% | ||
| Q2 24 | 8.6% | 7.4% | ||
| Q1 24 | 5.1% | 6.2% |
| Q4 25 | $1.62 | $0.30 | ||
| Q3 25 | $2.21 | $1.73 | ||
| Q2 25 | $2.36 | $0.63 | ||
| Q1 25 | $1.09 | $0.77 | ||
| Q4 24 | $1.55 | $-0.05 | ||
| Q3 24 | $2.12 | $0.63 | ||
| Q2 24 | $2.46 | $0.67 | ||
| Q1 24 | $1.29 | $0.56 |
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 | $127.4M | $344.0M |
| 総負債低いほど良い | — | $3.3B |
| 株主資本純資産 | $2.7B | $1.2B |
| 総資産 | $7.6B | $7.0B |
| 負債/資本比率低いほどレバレッジが低い | — | 2.65× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $127.4M | $344.0M | ||
| Q3 25 | $91.2M | $282.5M | ||
| Q2 25 | $98.9M | $354.4M | ||
| Q1 25 | $105.9M | $335.2M | ||
| Q4 24 | $102.6M | $371.8M | ||
| Q3 24 | $82.4M | $386.0M | ||
| Q2 24 | $91.3M | $388.6M | ||
| Q1 24 | $104.8M | $352.8M |
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $4.0B | ||
| Q2 25 | — | $4.0B | ||
| Q1 25 | — | $4.2B | ||
| Q4 24 | — | $4.2B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $4.4B | ||
| Q1 24 | — | $4.5B |
| Q4 25 | $2.7B | $1.2B | ||
| Q3 25 | $2.8B | $1.2B | ||
| Q2 25 | $2.7B | $953.1M | ||
| Q1 25 | $2.6B | $797.9M | ||
| Q4 24 | $2.6B | $624.5M | ||
| Q3 24 | $2.5B | $771.2M | ||
| Q2 24 | $2.4B | $650.1M | ||
| Q1 24 | $2.3B | $598.3M |
| Q4 25 | $7.6B | $7.0B | ||
| Q3 25 | $7.5B | $7.1B | ||
| Q2 25 | $7.4B | $7.2B | ||
| Q1 25 | $7.2B | $7.0B | ||
| Q4 24 | $7.4B | $7.0B | ||
| Q3 24 | $7.3B | $7.3B | ||
| Q2 24 | $7.1B | $7.3B | ||
| Q1 24 | $6.9B | $7.2B |
| Q4 25 | — | 2.65× | ||
| Q3 25 | — | 3.34× | ||
| Q2 25 | — | 4.18× | ||
| Q1 25 | — | 5.26× | ||
| Q4 24 | — | 6.72× | ||
| Q3 24 | — | 5.62× | ||
| Q2 24 | — | 6.81× | ||
| Q1 24 | — | 7.49× |
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 | $355.1M | $293.6M |
| フリーキャッシュフロー営業CF - 設備投資 | $233.3M | $257.7M |
| FCFマージンFCF / 売上 | 15.6% | 18.5% |
| 設備投資強度設備投資 / 売上 | 8.1% | 2.6% |
| キャッシュ転換率営業CF / 純利益 | 4.10× | 6.70× |
| 直近12ヶ月FCF直近4四半期 | $441.8M | $458.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $355.1M | $293.6M | ||
| Q3 25 | $302.0M | $165.9M | ||
| Q2 25 | $208.0M | $136.6M | ||
| Q1 25 | $1.6M | $31.9M | ||
| Q4 24 | $303.9M | $244.2M | ||
| Q3 24 | $239.2M | $170.5M | ||
| Q2 24 | $216.0M | $188.2M | ||
| Q1 24 | $18.5M | $125.1M |
| Q4 25 | $233.3M | $257.7M | ||
| Q3 25 | $207.5M | $119.6M | ||
| Q2 25 | $118.0M | $93.2M | ||
| Q1 25 | $-117.1M | $-12.0M | ||
| Q4 24 | $241.5M | $185.1M | ||
| Q3 24 | $142.4M | $115.2M | ||
| Q2 24 | $80.9M | $129.5M | ||
| Q1 24 | $-119.4M | $78.0M |
| Q4 25 | 15.6% | 18.5% | ||
| Q3 25 | 13.4% | 8.9% | ||
| Q2 25 | 7.6% | 7.0% | ||
| Q1 25 | -8.2% | -0.9% | ||
| Q4 24 | 16.9% | 13.6% | ||
| Q3 24 | 9.3% | 8.6% | ||
| Q2 24 | 5.2% | 9.7% | ||
| Q1 24 | -8.7% | 5.9% |
| Q4 25 | 8.1% | 2.6% | ||
| Q3 25 | 6.1% | 3.4% | ||
| Q2 25 | 5.8% | 3.3% | ||
| Q1 25 | 8.3% | 3.5% | ||
| Q4 24 | 4.4% | 4.4% | ||
| Q3 24 | 6.3% | 4.1% | ||
| Q2 24 | 8.7% | 4.4% | ||
| Q1 24 | 10.0% | 3.6% |
| Q4 25 | 4.10× | 6.70× | ||
| Q3 25 | 2.54× | 0.65× | ||
| Q2 25 | 1.64× | 1.47× | ||
| Q1 25 | 0.03× | 0.28× | ||
| Q4 24 | 3.62× | — | ||
| Q3 24 | 2.08× | 1.86× | ||
| Q2 24 | 1.62× | 1.91× | ||
| Q1 24 | 0.27× | 1.53× |
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
CLH
| Technical Services | $479.3M | 32% |
| Safetly Kleen Environmental Services | $252.9M | 17% |
| Fieldand Emergency Response | $246.6M | 16% |
| Products | $205.3M | 14% |
| Safety Kleen Sustainability Solutions Segment | $188.4M | 13% |
| Safety Kleen Oil | $132.6M | 9% |
SEE
| Protective Segment | $1.1B | 78% |
| Other | $292.0M | 21% |
| Pension Plans Defined Benefit | $7.9M | 1% |
