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CSG SYSTEMS INTERNATIONAL INC（CSGS）とVEECO INSTRUMENTS INC（VECO）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
CSG SYSTEMS INTERNATIONAL INCの直近四半期売上が大きい（$323.1M vs $165.0M、VEECO INSTRUMENTS INCの約2.0倍）。CSG SYSTEMS INTERNATIONAL INCの純利益率が高く（2.2% vs 0.7%、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 -9.4%）。CSG SYSTEMS INTERNATIONAL INCの直近四半期フリーキャッシュフローが多い（$55.8M vs $21.7M）。過去8四半期でCSG SYSTEMS INTERNATIONAL INCの売上複合成長率が高い（4.6% vs -2.8%）
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。
Veeco Instruments Inc. は米国に本社を置く世界的な資本設備サプライヤーで、半導体・化合物半導体製造、データストレージ、科学研究分野で使用されるプロセスシステムの設計・製造を行っており、先端実装、フォトニクス、パワーエレクトロニクス、表示技術などの分野で活用されています。
CSGS vs VECO — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $323.1M | $165.0M |
| 純利益 | $7.0M | $1.1M |
| 粗利率 | 50.0% | 36.7% |
| 営業利益率 | 9.0% | -0.8% |
| 純利益率 | 2.2% | 0.7% |
| 売上前年比 | 2.0% | -9.4% |
| 純利益前年比 | -79.7% | -92.6% |
| EPS（希薄化後） | $0.24 | $0.02 |
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 | $165.0M | ||
| Q3 25 | $303.6M | $165.9M | ||
| Q2 25 | $297.1M | $166.1M | ||
| Q1 25 | $299.5M | $167.3M | ||
| Q4 24 | $316.7M | $182.1M | ||
| Q3 24 | $295.1M | $184.8M | ||
| Q2 24 | $290.3M | $175.9M | ||
| Q1 24 | $295.1M | $174.5M |
| Q4 25 | $7.0M | $1.1M | ||
| Q3 25 | $20.5M | $10.6M | ||
| Q2 25 | $12.3M | $11.7M | ||
| Q1 25 | $16.1M | $11.9M | ||
| Q4 24 | $34.5M | $15.0M | ||
| Q3 24 | $19.1M | $22.0M | ||
| Q2 24 | $13.8M | $14.9M | ||
| Q1 24 | $19.5M | $21.9M |
| Q4 25 | 50.0% | 36.7% | ||
| Q3 25 | 48.1% | 40.8% | ||
| Q2 25 | 49.5% | 41.4% | ||
| Q1 25 | 48.4% | 40.9% | ||
| Q4 24 | 51.3% | 40.6% | ||
| Q3 24 | 49.4% | 42.9% | ||
| Q2 24 | 47.3% | 42.9% | ||
| Q1 24 | 46.5% | 43.2% |
| Q4 25 | 9.0% | -0.8% | ||
| Q3 25 | 10.0% | 6.4% | ||
| Q2 25 | 10.0% | 7.4% | ||
| Q1 25 | 9.8% | 8.5% | ||
| Q4 24 | 13.4% | 2.1% | ||
| Q3 24 | 10.8% | 13.2% | ||
| Q2 24 | 8.8% | 9.5% | ||
| Q1 24 | 10.8% | 12.6% |
| Q4 25 | 2.2% | 0.7% | ||
| Q3 25 | 6.7% | 6.4% | ||
| Q2 25 | 4.1% | 7.1% | ||
| Q1 25 | 5.4% | 7.1% | ||
| Q4 24 | 10.9% | 8.2% | ||
| Q3 24 | 6.5% | 11.9% | ||
| Q2 24 | 4.8% | 8.5% | ||
| Q1 24 | 6.6% | 12.5% |
| Q4 25 | $0.24 | $0.02 | ||
| Q3 25 | $0.73 | $0.17 | ||
| Q2 25 | $0.44 | $0.20 | ||
| Q1 25 | $0.57 | $0.20 | ||
| Q4 24 | $1.20 | $0.25 | ||
| Q3 24 | $0.67 | $0.36 | ||
| Q2 24 | $0.48 | $0.25 | ||
| Q1 24 | $0.68 | $0.37 |
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 | $163.5M |
| 総負債低いほど良い | $539.5M | $226.0M |
| 株主資本純資産 | $283.7M | $885.5M |
| 総資産 | $1.5B | $1.3B |
| 負債/資本比率低いほどレバレッジが低い | 1.90× | 0.26× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $180.0M | $163.5M | ||
| Q3 25 | $158.4M | $193.2M | ||
| Q2 25 | $145.9M | $188.9M | ||
| Q1 25 | $136.0M | $174.9M | ||
| Q4 24 | $161.8M | $145.6M | ||
| Q3 24 | $118.4M | $163.2M | ||
| Q2 24 | $110.4M | $174.2M | ||
| Q1 24 | $120.8M | $174.0M |
| Q4 25 | $539.5M | $226.0M | ||
| Q3 25 | $538.6M | $225.7M | ||
| Q2 25 | $537.8M | $225.4M | ||
| Q1 25 | $537.6M | $250.0M | ||
| Q4 24 | $538.5M | $276.2M | ||
| Q3 24 | $539.5M | $275.9M | ||
| Q2 24 | $540.5M | $275.6M | ||
| Q1 24 | $541.5M | $275.2M |
| Q4 25 | $283.7M | $885.5M | ||
| Q3 25 | $289.5M | $876.0M | ||
| Q2 25 | $290.7M | $856.2M | ||
| Q1 25 | $283.1M | $811.9M | ||
| Q4 24 | $282.6M | $770.8M | ||
| Q3 24 | $288.4M | $746.5M | ||
| Q2 24 | $273.3M | $715.0M | ||
| Q1 24 | $269.3M | $687.9M |
| Q4 25 | $1.5B | $1.3B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.4B | $1.3B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.5B | $1.3B | ||
| Q3 24 | $1.4B | $1.3B | ||
| Q2 24 | $1.4B | $1.2B | ||
| Q1 24 | $1.3B | $1.2B |
| Q4 25 | 1.90× | 0.26× | ||
| Q3 25 | 1.86× | 0.26× | ||
| Q2 25 | 1.85× | 0.26× | ||
| Q1 25 | 1.90× | 0.31× | ||
| Q4 24 | 1.91× | 0.36× | ||
| Q3 24 | 1.87× | 0.37× | ||
| Q2 24 | 1.98× | 0.39× | ||
| Q1 24 | 2.01× | 0.40× |
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 | $24.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $55.8M | $21.7M |
| FCFマージンFCF / 売上 | 17.3% | 13.1% |
| 設備投資強度設備投資 / 売上 | 1.1% | 2.0% |
| キャッシュ転換率営業CF / 純利益 | 8.46× | 22.38× |
| 直近12ヶ月FCF直近4四半期 | $141.4M | $53.3M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $59.2M | $24.9M | ||
| Q3 25 | $47.9M | $15.5M | ||
| Q2 25 | $37.3M | $9.0M | ||
| Q1 25 | $11.5M | $20.0M | ||
| Q4 24 | $82.5M | $28.4M | ||
| Q3 24 | $39.5M | $17.6M | ||
| Q2 24 | $43.1M | $8.5M | ||
| Q1 24 | $-29.4M | $9.4M |
| Q4 25 | $55.8M | $21.7M | ||
| Q3 25 | $43.9M | $13.0M | ||
| Q2 25 | $34.6M | $5.4M | ||
| Q1 25 | $7.1M | $13.2M | ||
| Q4 24 | $76.6M | $23.2M | ||
| Q3 24 | $32.0M | $13.6M | ||
| Q2 24 | $38.8M | $5.5M | ||
| Q1 24 | $-34.1M | $3.4M |
| Q4 25 | 17.3% | 13.1% | ||
| Q3 25 | 14.5% | 7.8% | ||
| Q2 25 | 11.6% | 3.3% | ||
| Q1 25 | 2.4% | 7.9% | ||
| Q4 24 | 24.2% | 12.7% | ||
| Q3 24 | 10.8% | 7.4% | ||
| Q2 24 | 13.4% | 3.1% | ||
| Q1 24 | -11.6% | 1.9% |
| Q4 25 | 1.1% | 2.0% | ||
| Q3 25 | 1.3% | 1.6% | ||
| Q2 25 | 0.9% | 2.2% | ||
| Q1 25 | 1.5% | 4.0% | ||
| Q4 24 | 1.9% | 2.8% | ||
| Q3 24 | 2.5% | 2.2% | ||
| Q2 24 | 1.5% | 1.7% | ||
| Q1 24 | 1.6% | 3.4% |
| Q4 25 | 8.46× | 22.38× | ||
| Q3 25 | 2.34× | 1.47× | ||
| Q2 25 | 3.04× | 0.77× | ||
| Q1 25 | 0.71× | 1.67× | ||
| Q4 24 | 2.39× | 1.90× | ||
| Q3 24 | 2.07× | 0.80× | ||
| Q2 24 | 3.12× | 0.57× | ||
| Q1 24 | -1.51× | 0.43× |
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% |
VECO
| Asia Pacific Excluding China | $89.9M | 54% |
| Other | $44.8M | 27% |
| Compound Semiconductor | $20.1M | 12% |
| Data Storage | $10.2M | 6% |
