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CSG SYSTEMS INTERNATIONAL INC（CSGS）とLGI Homes, Inc.（LGIH）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
LGI Homes, Inc.の直近四半期売上が大きい（$474.0M vs $323.1M、CSG SYSTEMS INTERNATIONAL INCの約1.5倍）。LGI Homes, Inc.の純利益率が高く（3.7% vs 2.2%、差は1.5%）。CSG SYSTEMS INTERNATIONAL INCの前年同期比売上増加率が高い（2.0% vs -15.0%）。過去8四半期でLGI Homes, Inc.の売上複合成長率が高い（10.1% vs 4.6%）
中国南玻集団股フン有限公司は中国最大級の建築用ガラスメーカーで、浮きガラス、建築用ガラス、ディスプレイ用ガラス、自動車用ガラス、コーティングガラス、鏡、カラーフィルターガラス、太陽光発電用ガラス、省エネガラスなど多種多様なガラス製品の製造・販売を手がけています。
LGI Homesはアメリカ合衆国テキサス州を本拠とする新築住宅開発業者で、事業は主に米南西部に集中しています。『ビルダーマガジン』の統計によると、同社は米国で10番目に規模の大きい住宅建設業者です。2019年には前年比18.1%増の7690戸の住宅を引き渡し、同年の住宅販売収益は18億ドルに達しています。
CSGS vs LGIH — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $323.1M | $474.0M |
| 純利益 | $7.0M | $17.3M |
| 粗利率 | 50.0% | 17.7% |
| 営業利益率 | 9.0% | 3.9% |
| 純利益率 | 2.2% | 3.7% |
| 売上前年比 | 2.0% | -15.0% |
| 純利益前年比 | -79.7% | -66.0% |
| EPS（希薄化後） | $0.24 | $0.74 |
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 | $323.1M | $474.0M | ||
| Q3 25 | $303.6M | $396.6M | ||
| Q2 25 | $297.1M | $483.5M | ||
| Q1 25 | $299.5M | $351.4M | ||
| Q4 24 | $316.7M | $557.4M | ||
| Q3 24 | $295.1M | $651.9M | ||
| Q2 24 | $290.3M | $602.5M | ||
| Q1 24 | $295.1M | $390.9M |
| Q4 25 | $7.0M | $17.3M | ||
| Q3 25 | $20.5M | $19.7M | ||
| Q2 25 | $12.3M | $31.5M | ||
| Q1 25 | $16.1M | $4.0M | ||
| Q4 24 | $34.5M | $50.9M | ||
| Q3 24 | $19.1M | $69.6M | ||
| Q2 24 | $13.8M | $58.6M | ||
| Q1 24 | $19.5M | $17.1M |
| Q4 25 | 50.0% | 17.7% | ||
| Q3 25 | 48.1% | 21.5% | ||
| Q2 25 | 49.5% | 22.9% | ||
| Q1 25 | 48.4% | 21.0% | ||
| Q4 24 | 51.3% | 22.9% | ||
| Q3 24 | 49.4% | 25.1% | ||
| Q2 24 | 47.3% | 25.0% | ||
| Q1 24 | 46.5% | 23.4% |
| Q4 25 | 9.0% | 3.9% | ||
| Q3 25 | 10.0% | 5.4% | ||
| Q2 25 | 10.0% | 8.2% | ||
| Q1 25 | 9.8% | 0.0% | ||
| Q4 24 | 13.4% | 8.2% | ||
| Q3 24 | 10.8% | 12.3% | ||
| Q2 24 | 8.8% | 11.2% | ||
| Q1 24 | 10.8% | 4.8% |
| Q4 25 | 2.2% | 3.7% | ||
| Q3 25 | 6.7% | 5.0% | ||
| Q2 25 | 4.1% | 6.5% | ||
| Q1 25 | 5.4% | 1.1% | ||
| Q4 24 | 10.9% | 9.1% | ||
| Q3 24 | 6.5% | 10.7% | ||
| Q2 24 | 4.8% | 9.7% | ||
| Q1 24 | 6.6% | 4.4% |
| Q4 25 | $0.24 | $0.74 | ||
| Q3 25 | $0.73 | $0.85 | ||
| Q2 25 | $0.44 | $1.36 | ||
| Q1 25 | $0.57 | $0.17 | ||
| Q4 24 | $1.20 | $2.15 | ||
| Q3 24 | $0.67 | $2.95 | ||
| Q2 24 | $0.48 | $2.48 | ||
| Q1 24 | $0.68 | $0.72 |
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 | $180.0M | — |
| 総負債低いほど良い | $539.5M | $1.7B |
| 株主資本純資産 | $283.7M | $2.1B |
| 総資産 | $1.5B | $3.9B |
| 負債/資本比率低いほどレバレッジが低い | 1.90× | 0.79× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $180.0M | — | ||
| Q3 25 | $158.4M | — | ||
| Q2 25 | $145.9M | — | ||
| Q1 25 | $136.0M | — | ||
| Q4 24 | $161.8M | $53.2M | ||
| Q3 24 | $118.4M | — | ||
| Q2 24 | $110.4M | — | ||
| Q1 24 | $120.8M | — |
| Q4 25 | $539.5M | $1.7B | ||
| Q3 25 | $538.6M | — | ||
| Q2 25 | $537.8M | — | ||
| Q1 25 | $537.6M | — | ||
| Q4 24 | $538.5M | $1.5B | ||
| Q3 24 | $539.5M | — | ||
| Q2 24 | $540.5M | — | ||
| Q1 24 | $541.5M | — |
| Q4 25 | $283.7M | $2.1B | ||
| Q3 25 | $289.5M | $2.1B | ||
| Q2 25 | $290.7M | $2.1B | ||
| Q1 25 | $283.1M | $2.0B | ||
| Q4 24 | $282.6M | $2.0B | ||
| Q3 24 | $288.4M | $2.0B | ||
| Q2 24 | $273.3M | $1.9B | ||
| Q1 24 | $269.3M | $1.9B |
| Q4 25 | $1.5B | $3.9B | ||
| Q3 25 | $1.5B | $4.0B | ||
| Q2 25 | $1.4B | $4.0B | ||
| Q1 25 | $1.4B | $3.9B | ||
| Q4 24 | $1.5B | $3.8B | ||
| Q3 24 | $1.4B | $3.8B | ||
| Q2 24 | $1.4B | $3.7B | ||
| Q1 24 | $1.3B | $3.5B |
| Q4 25 | 1.90× | 0.79× | ||
| Q3 25 | 1.86× | — | ||
| Q2 25 | 1.85× | — | ||
| Q1 25 | 1.90× | — | ||
| Q4 24 | 1.91× | 0.73× | ||
| Q3 24 | 1.87× | — | ||
| Q2 24 | 1.98× | — | ||
| Q1 24 | 2.01× | — |
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 | $59.2M | $86.8M |
| フリーキャッシュフロー営業CF - 設備投資 | $55.8M | — |
| FCFマージンFCF / 売上 | 17.3% | — |
| 設備投資強度設備投資 / 売上 | 1.1% | 0.0% |
| キャッシュ転換率営業CF / 純利益 | 8.46× | 5.01× |
| 直近12ヶ月FCF直近4四半期 | $141.4M | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $59.2M | $86.8M | ||
| Q3 25 | $47.9M | $-13.2M | ||
| Q2 25 | $37.3M | $-86.4M | ||
| Q1 25 | $11.5M | $-127.1M | ||
| Q4 24 | $82.5M | $57.0M | ||
| Q3 24 | $39.5M | $-17.8M | ||
| Q2 24 | $43.1M | $-83.5M | ||
| Q1 24 | $-29.4M | $-99.5M |
| Q4 25 | $55.8M | — | ||
| Q3 25 | $43.9M | $-13.3M | ||
| Q2 25 | $34.6M | $-86.4M | ||
| Q1 25 | $7.1M | $-128.0M | ||
| Q4 24 | $76.6M | $56.4M | ||
| Q3 24 | $32.0M | $-17.8M | ||
| Q2 24 | $38.8M | $-83.8M | ||
| Q1 24 | $-34.1M | $-100.5M |
| Q4 25 | 17.3% | — | ||
| Q3 25 | 14.5% | -3.3% | ||
| Q2 25 | 11.6% | -17.9% | ||
| Q1 25 | 2.4% | -36.4% | ||
| Q4 24 | 24.2% | 10.1% | ||
| Q3 24 | 10.8% | -2.7% | ||
| Q2 24 | 13.4% | -13.9% | ||
| Q1 24 | -11.6% | -25.7% |
| Q4 25 | 1.1% | 0.0% | ||
| Q3 25 | 1.3% | 0.0% | ||
| Q2 25 | 0.9% | 0.0% | ||
| Q1 25 | 1.5% | 0.2% | ||
| Q4 24 | 1.9% | 0.1% | ||
| Q3 24 | 2.5% | 0.0% | ||
| Q2 24 | 1.5% | 0.0% | ||
| Q1 24 | 1.6% | 0.3% |
| Q4 25 | 8.46× | 5.01× | ||
| Q3 25 | 2.34× | -0.67× | ||
| Q2 25 | 3.04× | -2.74× | ||
| Q1 25 | 0.71× | -31.83× | ||
| Q4 24 | 2.39× | 1.12× | ||
| Q3 24 | 2.07× | -0.26× | ||
| Q2 24 | 3.12× | -1.43× | ||
| Q1 24 | -1.51× | -5.83× |
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
CSGS
| Software As A Service And Related Solutions | $287.2M | 89% |
| License And Service | $22.6M | 7% |
| Maintenance | $13.3M | 4% |
LGIH
| West Reportable Segment | $128.2M | 27% |
| Southeast Reportable Segment | $118.9M | 25% |
| Central Reportable Segment | $105.8M | 22% |
| Florida Reportable Segment | $69.2M | 15% |
| Northwest Reportable Segment | $51.8M | 11% |
