vs
コルテバ（CTVA）とChampion Homes, Inc.（SKY）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
コルテバの直近四半期売上が大きい（$3.9B vs $656.6M、Champion Homes, Inc.の約6.0倍）。Champion Homes, Inc.の純利益率が高く（8.3% vs -14.1%、差は22.4%）。Champion Homes, Inc.の前年同期比売上増加率が高い（1.8% vs -1.7%）。コルテバの直近四半期フリーキャッシュフローが多い（$4.2B vs $92.9M）。過去8四半期でChampion Homes, Inc.の売上複合成長率が高い（10.6% vs -6.7%）
コルテバは米国の農業企業で、種子や作物保護製品を主力事業としています。除草剤、殺虫剤、殺菌剤、生物学的製剤などを世界110カ国で販売し、本社はインディアナ州インディアナポリスに所在し、種子の多くはパイオニア・ハイブリッドブランドで展開しています。
Champion Homes, Inc.は移動式住宅およびモジュール式住宅の製造企業で、北米で最大級のモジュール式住宅建設会社の1つです。米国とカナダ西部を対象に、工場でプレハブ化された住宅を提供し、工業化生産により品質の安定性と供給の効率性を実現しています。
CTVA vs SKY — 直接比較
損益計算書 — Q4 2025 vs Q3 2026
| 指標 | | |
|---|---|---|
| 売上 | $3.9B | $656.6M |
| 純利益 | $-552.0M | $54.3M |
| 粗利率 | 42.4% | 26.2% |
| 営業利益率 | -13.6% | 9.5% |
| 純利益率 | -14.1% | 8.3% |
| 売上前年比 | -1.7% | 1.8% |
| 純利益前年比 | -1246.3% | -11.7% |
| EPS（希薄化後） | $-0.80 | $0.97 |
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 | $3.9B | $656.6M | ||
| Q3 25 | $2.6B | $684.4M | ||
| Q2 25 | $6.5B | $701.3M | ||
| Q1 25 | $4.4B | $593.9M | ||
| Q4 24 | $4.0B | $644.9M | ||
| Q3 24 | $2.3B | $616.9M | ||
| Q2 24 | $6.1B | $627.8M | ||
| Q1 24 | $4.5B | $536.4M |
| Q4 25 | $-552.0M | $54.3M | ||
| Q3 25 | $-320.0M | $58.2M | ||
| Q2 25 | $1.3B | $64.7M | ||
| Q1 25 | $652.0M | $36.3M | ||
| Q4 24 | $-41.0M | $61.5M | ||
| Q3 24 | $-524.0M | $54.7M | ||
| Q2 24 | $1.1B | $45.8M | ||
| Q1 24 | $419.0M | $2.8M |
| Q4 25 | 42.4% | 26.2% | ||
| Q3 25 | 37.2% | 27.5% | ||
| Q2 25 | 54.6% | 27.1% | ||
| Q1 25 | 47.0% | 25.7% | ||
| Q4 24 | 37.3% | 28.1% | ||
| Q3 24 | 32.7% | 27.0% | ||
| Q2 24 | 52.3% | 26.2% | ||
| Q1 24 | 43.2% | 18.3% |
| Q4 25 | -13.6% | 9.5% | ||
| Q3 25 | -14.1% | 10.9% | ||
| Q2 25 | 27.9% | 11.2% | ||
| Q1 25 | 17.7% | 7.1% | ||
| Q4 24 | 2.2% | 11.3% | ||
| Q3 24 | -27.2% | 10.8% | ||
| Q2 24 | 21.9% | 8.8% | ||
| Q1 24 | 10.7% | 1.4% |
| Q4 25 | -14.1% | 8.3% | ||
| Q3 25 | -12.2% | 8.5% | ||
| Q2 25 | 20.4% | 9.2% | ||
| Q1 25 | 14.8% | 6.1% | ||
| Q4 24 | -1.0% | 9.5% | ||
| Q3 24 | -22.5% | 8.9% | ||
| Q2 24 | 17.2% | 7.3% | ||
| Q1 24 | 9.3% | 0.5% |
| Q4 25 | $-0.80 | $0.97 | ||
| Q3 25 | $-0.47 | $1.03 | ||
| Q2 25 | $1.92 | $1.13 | ||
| Q1 25 | $0.95 | $0.63 | ||
| Q4 24 | $-0.05 | $1.06 | ||
| Q3 24 | $-0.76 | $0.94 | ||
| Q2 24 | $1.51 | $0.79 | ||
| Q1 24 | $0.60 | $0.04 |
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 | $4.5B | $659.8M |
| 総負債低いほど良い | $1.7B | — |
| 株主資本純資産 | $24.1B | $1.6B |
| 総資産 | $42.8B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | 0.07× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $4.5B | $659.8M | ||
| Q3 25 | $2.6B | $618.7M | ||
| Q2 25 | $2.1B | $605.3M | ||
| Q1 25 | $2.0B | $610.3M | ||
| Q4 24 | $3.2B | $581.8M | ||
| Q3 24 | $2.5B | $570.2M | ||
| Q2 24 | $2.0B | $548.9M | ||
| Q1 24 | $1.7B | $495.1M |
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | $2.5B | — |
| Q4 25 | $24.1B | $1.6B | ||
| Q3 25 | $25.2B | $1.6B | ||
| Q2 25 | $25.9B | $1.6B | ||
| Q1 25 | $24.3B | $1.5B | ||
| Q4 24 | $23.8B | $1.5B | ||
| Q3 24 | $24.7B | $1.5B | ||
| Q2 24 | $25.2B | $1.5B | ||
| Q1 24 | $24.8B | $1.4B |
| Q4 25 | $42.8B | $2.1B | ||
| Q3 25 | $42.2B | $2.1B | ||
| Q2 25 | $41.8B | $2.1B | ||
| Q1 25 | $42.1B | $2.1B | ||
| Q4 24 | $40.8B | $2.0B | ||
| Q3 24 | $41.9B | $2.0B | ||
| Q2 24 | $41.5B | $2.0B | ||
| Q1 24 | $43.6B | $1.9B |
| Q4 25 | 0.07× | — | ||
| Q3 25 | 0.07× | — | ||
| Q2 25 | 0.07× | — | ||
| Q1 25 | 0.07× | — | ||
| Q4 24 | 0.08× | — | ||
| Q3 24 | 0.08× | — | ||
| Q2 24 | 0.10× | — | ||
| Q1 24 | 0.10× | — |
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 | $4.4B | $100.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $4.2B | $92.9M |
| FCFマージンFCF / 売上 | 106.2% | 14.1% |
| 設備投資強度設備投資 / 売上 | 5.7% | 1.1% |
| キャッシュ転換率営業CF / 純利益 | — | 1.84× |
| 直近12ヶ月FCF直近4四半期 | $2.8B | $259.7M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $4.4B | $100.0M | ||
| Q3 25 | $193.0M | $75.9M | ||
| Q2 25 | $947.0M | $75.3M | ||
| Q1 25 | $-2.1B | $46.0M | ||
| Q4 24 | $4.2B | $50.4M | ||
| Q3 24 | $130.0M | $59.8M | ||
| Q2 24 | $451.0M | $84.6M | ||
| Q1 24 | $-2.6B | — |
| Q4 25 | $4.2B | $92.9M | ||
| Q3 25 | $36.0M | $67.0M | ||
| Q2 25 | $829.0M | $66.4M | ||
| Q1 25 | $-2.2B | $33.4M | ||
| Q4 24 | $4.0B | $37.3M | ||
| Q3 24 | $-24.0M | $45.7M | ||
| Q2 24 | $337.0M | $73.9M | ||
| Q1 24 | $-2.8B | — |
| Q4 25 | 106.2% | 14.1% | ||
| Q3 25 | 1.4% | 9.8% | ||
| Q2 25 | 12.8% | 9.5% | ||
| Q1 25 | -49.9% | 5.6% | ||
| Q4 24 | 100.4% | 5.8% | ||
| Q3 24 | -1.0% | 7.4% | ||
| Q2 24 | 5.5% | 11.8% | ||
| Q1 24 | -61.4% | — |
| Q4 25 | 5.7% | 1.1% | ||
| Q3 25 | 6.0% | 1.3% | ||
| Q2 25 | 1.8% | 1.3% | ||
| Q1 25 | 2.1% | 2.1% | ||
| Q4 24 | 4.6% | 2.0% | ||
| Q3 24 | 6.6% | 2.3% | ||
| Q2 24 | 1.9% | 1.7% | ||
| Q1 24 | 3.3% | — |
| Q4 25 | — | 1.84× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | 0.72× | 1.16× | ||
| Q1 25 | -3.23× | 1.27× | ||
| Q4 24 | — | 0.82× | ||
| Q3 24 | — | 1.09× | ||
| Q2 24 | 0.43× | 1.85× | ||
| Q1 24 | -6.23× | — |
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
CTVA
| Corn | $1.4B | 35% |
| Herbicides | $1.1B | 27% |
| Insecticides | $488.0M | 12% |
| Fungicides | $272.0M | 7% |
| Biologicals | $191.0M | 5% |
| Soybean | $164.0M | 4% |
| Other | $160.0M | 4% |
| Otheroilseeds | $94.0M | 2% |
SKY
| Manufacturing | $369.7M | 56% |
| Retail | $252.7M | 38% |
| Canadian Factory Built Housing | $25.8M | 4% |
| Transportation And Other | $8.5M | 1% |
