vs
Core & Main, Inc.（CNM）とVALMONT INDUSTRIES INC（VMI）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
Core & Main, Inc.の直近四半期売上が大きい（$2.1B vs $1.0B、VALMONT INDUSTRIES INCの約2.0倍）。VALMONT INDUSTRIES INCの純利益率が高く（10.5% vs 6.6%、差は3.9%）。VALMONT INDUSTRIES INCの前年同期比売上増加率が高い（6.2% vs 0.0%）。過去8四半期でCore & Main, Inc.の売上複合成長率が高い（19.7% vs -0.5%）
Core & Main, Inc.は米国ミズーリ州セントルイスに本社を置く流通企業で、水道・廃水処理・雨水排水・防火関連製品を取り扱っています。米国49州に370の支店を構え、自治体、民間水道事業者、専門業者を含む6万人の顧客に22万5千種類の製品を販売しています。
バルモント・インダストリーズは米国の大手上場製造企業で、Valleyブランドのセンターピボット灌漑設備・線形灌漑設備、風力発電設備用支持構造物、照明・交通信号ポール、鋼製公共施設用ポールなどを主力製品とし、農業設備・インフラ分野で高いシェアを誇る。
CNM vs VMI — 直接比較
損益計算書 — Q3 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $2.1B | $1.0B |
| 純利益 | $137.0M | $108.0M |
| 粗利率 | 27.2% | 30.8% |
| 営業利益率 | 10.7% | 15.1% |
| 純利益率 | 6.6% | 10.5% |
| 売上前年比 | 0.0% | 6.2% |
| 純利益前年比 | 0.0% | 23.8% |
| EPS（希薄化後） | $0.72 | $5.51 |
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
| Q1 26 | — | $1.0B | ||
| Q4 25 | $2.1B | $1.0B | ||
| Q3 25 | $2.1B | $1.0B | ||
| Q2 25 | $1.9B | $1.1B | ||
| Q1 25 | $1.7B | $969.3M | ||
| Q4 24 | $2.0B | $1.0B | ||
| Q3 24 | $2.0B | $1.0B | ||
| Q2 24 | $1.7B | $1.0B |
| Q1 26 | — | $108.0M | ||
| Q4 25 | $137.0M | $168.0M | ||
| Q3 25 | $134.0M | $99.0M | ||
| Q2 25 | $100.0M | $-4.0M | ||
| Q1 25 | $64.0M | $87.3M | ||
| Q4 24 | $133.0M | $77.7M | ||
| Q3 24 | $119.0M | $83.1M | ||
| Q2 24 | $95.0M | $99.7M |
| Q1 26 | — | 30.8% | ||
| Q4 25 | 27.2% | 29.8% | ||
| Q3 25 | 26.8% | 30.4% | ||
| Q2 25 | 26.7% | 30.6% | ||
| Q1 25 | 26.6% | 30.0% | ||
| Q4 24 | 26.6% | 30.2% | ||
| Q3 24 | 26.4% | 29.6% | ||
| Q2 24 | 26.9% | 30.8% |
| Q1 26 | — | 15.1% | ||
| Q4 25 | 10.7% | 11.2% | ||
| Q3 25 | 10.2% | 13.5% | ||
| Q2 25 | 8.9% | 2.8% | ||
| Q1 25 | 7.3% | 13.2% | ||
| Q4 24 | 10.9% | 11.6% | ||
| Q3 24 | 10.4% | 12.3% | ||
| Q2 24 | 9.6% | 14.2% |
| Q1 26 | — | 10.5% | ||
| Q4 25 | 6.6% | 16.2% | ||
| Q3 25 | 6.4% | 9.5% | ||
| Q2 25 | 5.2% | -0.4% | ||
| Q1 25 | 3.8% | 9.0% | ||
| Q4 24 | 6.5% | 7.5% | ||
| Q3 24 | 6.1% | 8.1% | ||
| Q2 24 | 5.5% | 9.6% |
| Q1 26 | — | $5.51 | ||
| Q4 25 | $0.72 | $9.02 | ||
| Q3 25 | $0.70 | $4.98 | ||
| Q2 25 | $0.52 | $-1.53 | ||
| Q1 25 | $0.34 | $4.32 | ||
| Q4 24 | $0.69 | $3.85 | ||
| Q3 24 | $0.61 | $4.11 | ||
| Q2 24 | $0.49 | $4.91 |
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 | $89.0M | $160.2M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $2.0B | $1.7B |
| 総資産 | $6.3B | $3.4B |
| 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
| Q1 26 | — | $160.2M | ||
| Q4 25 | $89.0M | $187.1M | ||
| Q3 25 | $25.0M | $226.1M | ||
| Q2 25 | $8.0M | $208.5M | ||
| Q1 25 | $8.0M | $184.4M | ||
| Q4 24 | $10.0M | $164.3M | ||
| Q3 24 | $13.0M | $200.5M | ||
| Q2 24 | $30.0M | $163.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $795.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $730.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $2.0B | $1.6B | ||
| Q3 25 | $1.9B | $1.6B | ||
| Q2 25 | $1.7B | $1.5B | ||
| Q1 25 | $1.7B | $1.6B | ||
| Q4 24 | $1.7B | $1.5B | ||
| Q3 24 | $1.6B | $1.5B | ||
| Q2 24 | $1.6B | $1.5B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $6.3B | $3.4B | ||
| Q3 25 | $6.3B | $3.4B | ||
| Q2 25 | $6.3B | $3.3B | ||
| Q1 25 | $5.9B | $3.4B | ||
| Q4 24 | $6.2B | $3.3B | ||
| Q3 24 | $6.1B | $3.5B | ||
| Q2 24 | $6.0B | $3.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $271.0M | — |
| フリーキャッシュフロー営業CF - 設備投資 | $263.0M | — |
| FCFマージンFCF / 売上 | 12.8% | — |
| 設備投資強度設備投資 / 売上 | 0.4% | — |
| キャッシュ転換率営業CF / 純利益 | 1.98× | — |
| 直近12ヶ月FCF直近4四半期 | $575.0M | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $271.0M | $111.2M | ||
| Q3 25 | $34.0M | $112.5M | ||
| Q2 25 | $77.0M | $167.6M | ||
| Q1 25 | $235.0M | $65.1M | ||
| Q4 24 | $260.0M | $193.4M | ||
| Q3 24 | $48.0M | $225.1M | ||
| Q2 24 | $78.0M | $130.8M |
| Q1 26 | — | — | ||
| Q4 25 | $263.0M | $70.4M | ||
| Q3 25 | $24.0M | $70.6M | ||
| Q2 25 | $64.0M | $135.6M | ||
| Q1 25 | $224.0M | $34.8M | ||
| Q4 24 | $252.0M | $167.8M | ||
| Q3 24 | $39.0M | $204.6M | ||
| Q2 24 | $71.0M | $112.5M |
| Q1 26 | — | — | ||
| Q4 25 | 12.8% | 6.8% | ||
| Q3 25 | 1.1% | 6.7% | ||
| Q2 25 | 3.3% | 12.9% | ||
| Q1 25 | 13.2% | 3.6% | ||
| Q4 24 | 12.4% | 16.2% | ||
| Q3 24 | 2.0% | 20.1% | ||
| Q2 24 | 4.1% | 10.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.4% | 3.9% | ||
| Q3 25 | 0.5% | 4.0% | ||
| Q2 25 | 0.7% | 3.0% | ||
| Q1 25 | 0.6% | 3.1% | ||
| Q4 24 | 0.4% | 2.5% | ||
| Q3 24 | 0.5% | 2.0% | ||
| Q2 24 | 0.4% | 1.8% |
| Q1 26 | — | — | ||
| Q4 25 | 1.98× | 0.66× | ||
| Q3 25 | 0.25× | 1.14× | ||
| Q2 25 | 0.77× | — | ||
| Q1 25 | 3.67× | 0.75× | ||
| Q4 24 | 1.95× | 2.49× | ||
| Q3 24 | 0.40× | 2.71× | ||
| Q2 24 | 0.82× | 1.31× |
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
CNM
| Pipes Valves And Fitting Products | $1.4B | 67% |
| Storm Drainage Products | $333.0M | 16% |
| Meter Products | $195.0M | 9% |
| Fire Protection Products | $152.0M | 7% |
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
