vs
シスコ（CSCO）とデルタ航空（DAL）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
デルタ航空の直近四半期売上が大きい（$16.0B vs $15.3B、シスコの約1.0倍）。デルタ航空の前年同期比売上増加率が高い（14.0% vs 9.7%）。過去8四半期でシスコの売上複合成長率が高い（9.9% vs -2.0%）
シスコシステムズは米国カリフォルニア州サンノゼに本社を置く多国籍デジタル通信技術コングロマリットで、ネットワークハードウェア、ソフトウェア、通信機器をはじめとするハイテク製品の開発・製造・販売や、関連技術サービスを幅広く提供しています。
デルタ航空は米国の大手航空会社で、本社はジョージア州アトランタにあります。9つのハブ空港を持ち、そのうちハーツフィールド・ジャクソン・アトランタ国際空港は旅客数・発着数が最大です。系列の地域子会社や業務委託先が「デルタコネクション」ブランドで運航しており、1日あたり5400便以上、6大陸52カ国325の目的地に就航しています。
CSCO vs DAL — 直接比較
売上が大きい
DAL
1.0倍大きい
$15.3B
売上成長率が高い
DAL
+4.3%の差
9.7%
2年売上CAGRが高い
CSCO
2年複合成長率
-2.0%
損益計算書 — Q2 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $15.3B | $16.0B |
| 純利益 | $3.2B | — |
| 粗利率 | 65.0% | — |
| 営業利益率 | 24.6% | 9.2% |
| 純利益率 | 20.7% | — |
| 売上前年比 | 9.7% | 14.0% |
| 純利益前年比 | 30.8% | — |
| EPS（希薄化後） | $0.80 | $1.85 |
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
売上CSCODAL
| Q1 26 | $15.3B | $16.0B | ||
| Q4 25 | $14.9B | $16.0B | ||
| Q3 25 | $14.7B | $16.7B | ||
| Q2 25 | $14.1B | $16.6B | ||
| Q1 25 | $14.0B | $14.0B | ||
| Q4 24 | $13.8B | $15.6B | ||
| Q3 24 | $13.6B | $15.7B | ||
| Q2 24 | $12.7B | $16.7B |
純利益CSCODAL
| Q1 26 | $3.2B | — | ||
| Q4 25 | $2.9B | $1.2B | ||
| Q3 25 | $2.5B | $1.4B | ||
| Q2 25 | $2.5B | $2.1B | ||
| Q1 25 | $2.4B | $240.0M | ||
| Q4 24 | $2.7B | $843.0M | ||
| Q3 24 | $2.2B | $1.3B | ||
| Q2 24 | $1.9B | $1.3B |
粗利率CSCODAL
| Q1 26 | 65.0% | — | ||
| Q4 25 | 65.5% | — | ||
| Q3 25 | 63.2% | — | ||
| Q2 25 | 65.6% | — | ||
| Q1 25 | 65.1% | — | ||
| Q4 24 | 65.9% | — | ||
| Q3 24 | 64.4% | — | ||
| Q2 24 | 65.1% | — |
営業利益率CSCODAL
| Q1 26 | 24.6% | 9.2% | ||
| Q4 25 | 22.6% | 9.2% | ||
| Q3 25 | 21.0% | 10.1% | ||
| Q2 25 | 22.6% | 12.6% | ||
| Q1 25 | 22.3% | 4.1% | ||
| Q4 24 | 17.0% | 11.0% | ||
| Q3 24 | 19.2% | 8.9% | ||
| Q2 24 | 17.2% | 13.6% |
純利益率CSCODAL
| Q1 26 | 20.7% | — | ||
| Q4 25 | 19.2% | 7.6% | ||
| Q3 25 | 17.4% | 8.5% | ||
| Q2 25 | 17.6% | 12.8% | ||
| Q1 25 | 17.4% | 1.7% | ||
| Q4 24 | 19.6% | 5.4% | ||
| Q3 24 | 15.8% | 8.1% | ||
| Q2 24 | 14.8% | 7.8% |
EPS（希薄化後）CSCODAL
| Q1 26 | $0.80 | $1.85 | ||
| Q4 25 | $0.72 | $1.85 | ||
| Q3 25 | $0.64 | $2.17 | ||
| Q2 25 | $0.62 | $3.27 | ||
| Q1 25 | $0.61 | $0.37 | ||
| Q4 24 | $0.68 | $1.29 | ||
| Q3 24 | $0.54 | $1.97 | ||
| Q2 24 | $0.46 | $2.01 |
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 | $15.8B | $4.3B |
| 総負債低いほど良い | $24.6B | $12.5B |
| 株主資本純資産 | $47.7B | $20.9B |
| 総資産 | $123.4B | $81.3B |
| 負債/資本比率低いほどレバレッジが低い | 0.52× | 0.60× |
8四半期トレンド — 暦四半期で整列
現金・短期投資CSCODAL
| Q1 26 | $15.8B | $4.3B | ||
| Q4 25 | $15.7B | $4.3B | ||
| Q3 25 | $16.1B | $3.8B | ||
| Q2 25 | $15.6B | $3.3B | ||
| Q1 25 | $16.9B | $3.7B | ||
| Q4 24 | $18.7B | $3.1B | ||
| Q3 24 | $17.9B | $4.0B | ||
| Q2 24 | $18.8B | $4.2B |
総負債CSCODAL
| Q1 26 | $24.6B | $12.5B | ||
| Q4 25 | $24.6B | $12.5B | ||
| Q3 25 | $24.6B | $12.8B | ||
| Q2 25 | $25.1B | $12.8B | ||
| Q1 25 | $20.1B | $12.9B | ||
| Q4 24 | $20.1B | $14.0B | ||
| Q3 24 | $20.1B | $14.4B | ||
| Q2 24 | $20.1B | $15.0B |
株主資本CSCODAL
| Q1 26 | $47.7B | $20.9B | ||
| Q4 25 | $46.9B | $20.9B | ||
| Q3 25 | $46.8B | $18.8B | ||
| Q2 25 | $45.9B | $17.4B | ||
| Q1 25 | $45.5B | $15.4B | ||
| Q4 24 | $45.3B | $15.3B | ||
| Q3 24 | $45.5B | $13.6B | ||
| Q2 24 | $45.8B | $12.4B |
総資産CSCODAL
| Q1 26 | $123.4B | $81.3B | ||
| Q4 25 | $121.1B | $81.3B | ||
| Q3 25 | $122.3B | $79.6B | ||
| Q2 25 | $119.8B | $78.4B | ||
| Q1 25 | $121.4B | $77.3B | ||
| Q4 24 | $123.3B | $75.4B | ||
| Q3 24 | $124.4B | $75.4B | ||
| Q2 24 | $123.0B | $75.2B |
負債/資本比率CSCODAL
| Q1 26 | 0.52× | 0.60× | ||
| Q4 25 | 0.53× | 0.60× | ||
| Q3 25 | 0.53× | 0.68× | ||
| Q2 25 | 0.55× | 0.74× | ||
| Q1 25 | 0.44× | 0.83× | ||
| Q4 24 | 0.44× | 0.92× | ||
| Q3 24 | 0.44× | 1.05× | ||
| Q2 24 | 0.44× | 1.21× |
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 | $1.8B | — |
| フリーキャッシュフロー営業CF - 設備投資 | $1.5B | — |
| FCFマージンFCF / 売上 | 10.0% | — |
| 設備投資強度設備投資 / 売上 | 1.8% | — |
| キャッシュ転換率営業CF / 純利益 | 0.57× | — |
| 直近12ヶ月FCF直近4四半期 | $12.2B | — |
8四半期トレンド — 暦四半期で整列
営業キャッシュフローCSCODAL
| Q1 26 | $1.8B | — | ||
| Q4 25 | $3.2B | $2.3B | ||
| Q3 25 | $4.2B | $1.8B | ||
| Q2 25 | $4.1B | $1.9B | ||
| Q1 25 | $2.2B | $2.4B | ||
| Q4 24 | $3.7B | $1.9B | ||
| Q3 24 | $3.7B | $1.3B | ||
| Q2 24 | $4.0B | $2.4B |
フリーキャッシュフローCSCODAL
| Q1 26 | $1.5B | — | ||
| Q4 25 | $2.9B | $1.4B | ||
| Q3 25 | $4.0B | $687.0M | ||
| Q2 25 | $3.8B | $648.0M | ||
| Q1 25 | $2.0B | $1.2B | ||
| Q4 24 | $3.4B | $583.0M | ||
| Q3 24 | $3.5B | $-54.0M | ||
| Q2 24 | $3.8B | $1.1B |
FCFマージンCSCODAL
| Q1 26 | 10.0% | — | ||
| Q4 25 | 19.4% | 8.5% | ||
| Q3 25 | 27.4% | 4.1% | ||
| Q2 25 | 26.8% | 3.9% | ||
| Q1 25 | 14.5% | 8.2% | ||
| Q4 24 | 24.9% | 3.7% | ||
| Q3 24 | 25.9% | -0.3% | ||
| Q2 24 | 29.9% | 6.8% |
設備投資強度CSCODAL
| Q1 26 | 1.8% | — | ||
| Q4 25 | 2.2% | 5.7% | ||
| Q3 25 | 1.5% | 7.0% | ||
| Q2 25 | 1.8% | 7.3% | ||
| Q1 25 | 1.5% | 8.7% | ||
| Q4 24 | 1.6% | 8.4% | ||
| Q3 24 | 1.5% | 8.5% | ||
| Q2 24 | 1.3% | 7.9% |
キャッシュ転換率CSCODAL
| Q1 26 | 0.57× | — | ||
| Q4 25 | 1.12× | 1.86× | ||
| Q3 25 | 1.66× | 1.30× | ||
| Q2 25 | 1.63× | 0.87× | ||
| Q1 25 | 0.92× | 9.91× | ||
| Q4 24 | 1.35× | 2.25× | ||
| Q3 24 | 1.73× | 1.00× | ||
| Q2 24 | 2.11× | 1.88× |
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
CSCO
| Networking | $8.3B | 54% |
| Services | $3.7B | 24% |
| Security | $2.0B | 13% |
| Collaboration | $1.1B | 7% |
| Observability | $277.0M | 2% |
DAL
| Passenger Air Traffic | $10.8B | 67% |
| Product And Service Other Refinery | $1.7B | 10% |
| Product And Service Other Loyalty Program | $1.2B | 8% |
| Passenger Loyalty Travel Awards | $1.0B | 6% |
| Passenger Travel Related Services | $506.0M | 3% |
| Product And Service Other Ancillary Businesses | $380.0M | 2% |
| Cargo And Freight | $226.0M | 1% |
| Product And Service Other Miscellaneous | $71.0M | 0% |
