vs
Camping World Holdings, Inc.（CWH）とIES Holdings, Inc.（IESC）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
Camping World Holdings, Inc.の直近四半期売上が大きい（$1.2B vs $871.0M、IES Holdings, Inc.の約1.3倍）。IES Holdings, Inc.の純利益率が高く（10.5% vs -9.3%、差は19.8%）。IES Holdings, Inc.の前年同期比売上増加率が高い（16.2% vs -2.6%）。過去8四半期でIES Holdings, Inc.の売上複合成長率が高い（11.1% vs -7.2%）
キャンピングワールドホールディングスはアメリカのレクリエーショナルビークル（RV）・キャンプ用品企業で、イリノイ州リンカーンシャーに本社を置いています。RVの販売、RV部品の供給、RVのメンテナンスサービスを主力事業とし、各種キャンプ用品も販売しています。全米に202店舗を展開し、電話注文での販売も行っており、2016年10月にIPOで2億5100万ドルを調達し上場しました。
IES Holdings, Inc.は旧社名Integrated Electrical Services, Inc.で、統合電気・技術システムの設計・設置を手がけるほか、データセンター、住宅、商業施設・工業施設など多様な末端市場向けにインフラ関連製品・サービスを提供している。
CWH vs IESC — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.2B | $871.0M |
| 純利益 | $-109.1M | $91.8M |
| 粗利率 | 28.8% | 25.3% |
| 営業利益率 | -4.3% | 11.2% |
| 純利益率 | -9.3% | 10.5% |
| 売上前年比 | -2.6% | 16.2% |
| 純利益前年比 | -83.3% | 59.1% |
| EPS（希薄化後） | — | $4.51 |
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
| Q4 25 | $1.2B | $871.0M | ||
| Q3 25 | $1.8B | $897.8M | ||
| Q2 25 | $2.0B | $890.2M | ||
| Q1 25 | $1.4B | $834.0M | ||
| Q4 24 | $1.2B | $749.5M | ||
| Q3 24 | $1.7B | $775.8M | ||
| Q2 24 | $1.8B | $768.4M | ||
| Q1 24 | $1.4B | $705.7M |
| Q4 25 | $-109.1M | $91.8M | ||
| Q3 25 | $-40.4M | $102.3M | ||
| Q2 25 | $30.2M | $79.3M | ||
| Q1 25 | $-12.3M | $72.6M | ||
| Q4 24 | $-59.5M | $57.7M | ||
| Q3 24 | $5.5M | $65.5M | ||
| Q2 24 | $9.8M | $66.6M | ||
| Q1 24 | $-22.3M | $56.8M |
| Q4 25 | 28.8% | 25.3% | ||
| Q3 25 | 28.6% | 26.0% | ||
| Q2 25 | 30.0% | 26.9% | ||
| Q1 25 | 30.4% | 25.0% | ||
| Q4 24 | 31.3% | 23.8% | ||
| Q3 24 | 28.9% | 24.0% | ||
| Q2 24 | 30.3% | 25.3% | ||
| Q1 24 | 29.5% | 24.3% |
| Q4 25 | -4.3% | 11.2% | ||
| Q3 25 | 4.4% | 11.6% | ||
| Q2 25 | 6.6% | 12.6% | ||
| Q1 25 | 1.5% | 11.1% | ||
| Q4 24 | -1.3% | 10.0% | ||
| Q3 24 | 3.7% | 9.7% | ||
| Q2 24 | 5.3% | 11.7% | ||
| Q1 24 | 0.3% | 11.0% |
| Q4 25 | -9.3% | 10.5% | ||
| Q3 25 | -2.2% | 11.4% | ||
| Q2 25 | 1.5% | 8.9% | ||
| Q1 25 | -0.9% | 8.7% | ||
| Q4 24 | -4.9% | 7.7% | ||
| Q3 24 | 0.3% | 8.4% | ||
| Q2 24 | 0.5% | 8.7% | ||
| Q1 24 | -1.6% | 8.0% |
| Q4 25 | — | $4.51 | ||
| Q3 25 | — | $4.99 | ||
| Q2 25 | — | $3.81 | ||
| Q1 25 | — | $3.50 | ||
| Q4 24 | — | $2.72 | ||
| Q3 24 | — | $3.06 | ||
| Q2 24 | — | $2.67 | ||
| Q1 24 | — | $2.29 |
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 | $215.0M | $258.7M |
| 総負債低いほど良い | $1.5B | — |
| 株主資本純資産 | $228.6M | $961.1M |
| 総資産 | $5.0B | $1.7B |
| 負債/資本比率低いほどレバレッジが低い | 6.44× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $215.0M | $258.7M | ||
| Q3 25 | $230.5M | $231.8M | ||
| Q2 25 | $118.1M | $168.3M | ||
| Q1 25 | $20.9M | $88.3M | ||
| Q4 24 | $208.4M | $112.0M | ||
| Q3 24 | $28.4M | $135.8M | ||
| Q2 24 | $23.7M | $44.9M | ||
| Q1 24 | $29.7M | $106.0M |
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | — | ||
| Q1 24 | $1.6B | — |
| Q4 25 | $228.6M | $961.1M | ||
| Q3 25 | $296.2M | $884.0M | ||
| Q2 25 | $340.5M | $781.4M | ||
| Q1 25 | $310.5M | $705.8M | ||
| Q4 24 | $326.6M | $652.4M | ||
| Q3 24 | $151.6M | $611.1M | ||
| Q2 24 | $149.7M | $567.5M | ||
| Q1 24 | $142.8M | $534.8M |
| Q4 25 | $5.0B | $1.7B | ||
| Q3 25 | $5.0B | $1.6B | ||
| Q2 25 | $5.2B | $1.5B | ||
| Q1 25 | $5.1B | $1.4B | ||
| Q4 24 | $4.9B | $1.3B | ||
| Q3 24 | $4.7B | $1.2B | ||
| Q2 24 | $5.0B | $1.2B | ||
| Q1 24 | $5.1B | $1.1B |
| Q4 25 | 6.44× | — | ||
| Q3 25 | 5.00× | — | ||
| Q2 25 | 4.42× | — | ||
| Q1 25 | 4.87× | — | ||
| Q4 24 | 4.64× | — | ||
| Q3 24 | 10.09× | — | ||
| Q2 24 | 10.28× | — | ||
| Q1 24 | 11.00× | — |
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 | $-227.2M | $27.7M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $-18.9M |
| FCFマージンFCF / 売上 | — | -2.2% |
| 設備投資強度設備投資 / 売上 | — | 5.3% |
| キャッシュ転換率営業CF / 純利益 | — | 0.30× |
| 直近12ヶ月FCF直近4四半期 | — | $175.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $-227.2M | $27.7M | ||
| Q3 25 | $139.8M | $132.0M | ||
| Q2 25 | $187.9M | $92.0M | ||
| Q1 25 | $-232.5M | $24.8M | ||
| Q4 24 | $-163.4M | $37.3M | ||
| Q3 24 | $324.2M | $92.8M | ||
| Q2 24 | $152.3M | $82.9M | ||
| Q1 24 | $-68.0M | $33.7M |
| Q4 25 | — | $-18.9M | ||
| Q3 25 | — | $112.0M | ||
| Q2 25 | — | $74.8M | ||
| Q1 25 | — | $7.9M | ||
| Q4 24 | — | $24.1M | ||
| Q3 24 | — | $78.5M | ||
| Q2 24 | — | $65.4M | ||
| Q1 24 | — | $26.9M |
| Q4 25 | — | -2.2% | ||
| Q3 25 | — | 12.5% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 10.1% | ||
| Q2 24 | — | 8.5% | ||
| Q1 24 | — | 3.8% |
| Q4 25 | — | 5.3% | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | — | 1.9% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.8% | ||
| Q3 24 | — | 1.8% | ||
| Q2 24 | — | 2.3% | ||
| Q1 24 | — | 1.0% |
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 1.29× | ||
| Q2 25 | 6.22× | 1.16× | ||
| Q1 25 | — | 0.34× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | 58.93× | 1.42× | ||
| Q2 24 | 15.59× | 1.24× | ||
| Q1 24 | — | 0.59× |
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
CWH
| New Vehicles | $457.8M | 39% |
| Used Vehicles | $386.5M | 33% |
| Products Service And Other | $160.5M | 14% |
| Finance And Insurance Net | $111.4M | 9% |
| Good Sam Services And Plans | $48.0M | 4% |
| Good Sam Club | $10.5M | 1% |
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
