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エコラボ（ECL）とADVANCED DRAINAGE SYSTEMS, INC.（WMS）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
エコラボの直近四半期売上が大きい（$4.1B vs $693.4M、ADVANCED DRAINAGE SYSTEMS, INC.の約5.9倍）。ADVANCED DRAINAGE SYSTEMS, INC.の純利益率が高く（13.5% vs 10.6%、差は2.9%）。エコラボの前年同期比売上増加率が高い（10.0% vs 0.4%）。過去8四半期でADVANCED DRAINAGE SYSTEMS, INC.の売上複合成長率が高い（3.0% vs 1.0%）
エコラボ（Ecolab Inc.）はアメリカ合衆国ミネソタ州セントポールに本社を置き、水処理、衛生管理、消毒に関する製品を主に商業施設や産業分野の顧客に提供し、顧客の事業運営の効率化と安全性向上を支援している企業です。
アドバンスド・ドレネージ・システムズ（略称ADS）は米国の企業で、ポリプロピレン・ポリエチレン製パイプ、プラスチック製浸出場システム、浄化槽と付属部品、雨水調整施設、PVC製排水構造物、継手、水ろ過・分離装置の設計・製造・販売を行い、米国最大の高密度ポリエチレンパイプメーカーです。本社はオハイオ州ヒリアードに所在します。
ECL vs WMS — 直接比較
損益計算書 — Q2 FY2026 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $4.1B | $693.4M |
| 純利益 | $432.6M | $93.6M |
| 粗利率 | — | 37.4% |
| 営業利益率 | 15.3% | 19.7% |
| 純利益率 | 10.6% | 13.5% |
| 売上前年比 | 10.0% | 0.4% |
| 純利益前年比 | 1.3% | 15.3% |
| EPS（希薄化後） | $1.52 | $1.19 |
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
| Q2 26 | $4.1B | — | ||
| Q4 25 | $4.2B | $693.4M | ||
| Q3 25 | $4.2B | $850.4M | ||
| Q2 25 | $4.0B | $829.9M | ||
| Q1 25 | $3.7B | $615.8M | ||
| Q4 24 | $4.0B | $690.5M | ||
| Q3 24 | $4.0B | $782.6M | ||
| Q2 24 | $4.0B | $815.3M |
| Q2 26 | $432.6M | — | ||
| Q4 25 | $563.9M | $93.6M | ||
| Q3 25 | $585.0M | $156.0M | ||
| Q2 25 | $524.2M | $143.9M | ||
| Q1 25 | $402.5M | $77.2M | ||
| Q4 24 | $472.9M | $81.2M | ||
| Q3 24 | $736.5M | $130.4M | ||
| Q2 24 | $490.9M | $161.4M |
| Q2 26 | — | — | ||
| Q4 25 | 44.0% | 37.4% | ||
| Q3 25 | 44.8% | 40.0% | ||
| Q2 25 | 44.8% | 39.8% | ||
| Q1 25 | 44.2% | 36.7% | ||
| Q4 24 | 43.3% | 35.0% | ||
| Q3 24 | 43.4% | 37.6% | ||
| Q2 24 | 43.8% | 40.8% |
| Q2 26 | 15.3% | — | ||
| Q4 25 | 17.0% | 19.7% | ||
| Q3 25 | 18.3% | 26.3% | ||
| Q2 25 | 17.6% | 24.8% | ||
| Q1 25 | 15.0% | 19.0% | ||
| Q4 24 | 14.6% | 18.4% | ||
| Q3 24 | 26.1% | 23.9% | ||
| Q2 24 | 16.5% | 27.7% |
| Q2 26 | 10.6% | — | ||
| Q4 25 | 13.4% | 13.5% | ||
| Q3 25 | 14.0% | 18.3% | ||
| Q2 25 | 13.0% | 17.3% | ||
| Q1 25 | 10.9% | 12.5% | ||
| Q4 24 | 11.8% | 11.8% | ||
| Q3 24 | 18.4% | 16.7% | ||
| Q2 24 | 12.3% | 19.8% |
| Q2 26 | $1.52 | — | ||
| Q4 25 | $1.98 | $1.19 | ||
| Q3 25 | $2.05 | $1.99 | ||
| Q2 25 | $1.84 | $1.84 | ||
| Q1 25 | $1.41 | $0.99 | ||
| Q4 24 | $1.65 | $1.04 | ||
| Q3 24 | $2.58 | $1.67 | ||
| Q2 24 | $1.71 | $2.06 |
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 | $519.8K | $1.0B |
| 総負債低いほど良い | $8.5M | — |
| 株主資本純資産 | $10.0M | $1.9B |
| 総資産 | $25.0M | $4.1B |
| 負債/資本比率低いほどレバレッジが低い | 0.85× | — |
8四半期トレンド — 暦四半期で整列
| Q2 26 | $519.8K | — | ||
| Q4 25 | $646.2M | $1.0B | ||
| Q3 25 | $2.0B | $812.9M | ||
| Q2 25 | $1.9B | $638.3M | ||
| Q1 25 | $1.2B | $463.3M | ||
| Q4 24 | $1.3B | $488.9M | ||
| Q3 24 | $1.3B | $613.0M | ||
| Q2 24 | $384.0M | $541.6M |
| Q2 26 | $8.5M | — | ||
| Q4 25 | $7.4B | — | ||
| Q3 25 | $8.1B | — | ||
| Q2 25 | $7.5B | — | ||
| Q1 25 | $7.0B | $1.3B | ||
| Q4 24 | $6.9B | — | ||
| Q3 24 | $7.0B | — | ||
| Q2 24 | $7.5B | — |
| Q2 26 | $10.0M | — | ||
| Q4 25 | $9.8B | $1.9B | ||
| Q3 25 | $9.7B | $1.8B | ||
| Q2 25 | $9.3B | $1.7B | ||
| Q1 25 | $8.9B | $1.5B | ||
| Q4 24 | $8.8B | $1.5B | ||
| Q3 24 | $8.5B | $1.4B | ||
| Q2 24 | $8.3B | $1.3B |
| Q2 26 | $25.0M | — | ||
| Q4 25 | $24.7B | $4.1B | ||
| Q3 25 | $23.9B | $4.1B | ||
| Q2 25 | $23.7B | $3.9B | ||
| Q1 25 | $22.4B | $3.7B | ||
| Q4 24 | $22.4B | $3.6B | ||
| Q3 24 | $22.1B | $3.5B | ||
| Q2 24 | $21.5B | $3.4B |
| Q2 26 | 0.85× | — | ||
| Q4 25 | 0.75× | — | ||
| Q3 25 | 0.83× | — | ||
| Q2 25 | 0.81× | — | ||
| Q1 25 | 0.79× | 0.83× | ||
| Q4 24 | 0.79× | — | ||
| Q3 24 | 0.82× | — | ||
| Q2 24 | 0.91× | — |
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 | — | $269.3M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $183.6M |
| FCFマージンFCF / 売上 | — | 26.5% |
| 設備投資強度設備投資 / 売上 | — | 12.4% |
| キャッシュ転換率営業CF / 純利益 | — | 2.88× |
| 直近12ヶ月FCF直近4四半期 | — | $577.1M |
8四半期トレンド — 暦四半期で整列
| Q2 26 | — | — | ||
| Q4 25 | $1.1B | $269.3M | ||
| Q3 25 | $791.3M | $234.9M | ||
| Q2 25 | $701.8M | $275.0M | ||
| Q1 25 | $369.4M | $41.2M | ||
| Q4 24 | $766.7M | $189.9M | ||
| Q3 24 | $786.7M | $166.9M | ||
| Q2 24 | $611.1M | $183.4M |
| Q2 26 | — | — | ||
| Q4 25 | $758.0M | $183.6M | ||
| Q3 25 | $529.7M | $176.4M | ||
| Q2 25 | $485.1M | $222.4M | ||
| Q1 25 | $131.5M | $-5.3M | ||
| Q4 24 | $407.0M | $135.7M | ||
| Q3 24 | $550.3M | $112.4M | ||
| Q2 24 | $414.2M | $125.7M |
| Q2 26 | — | — | ||
| Q4 25 | 18.1% | 26.5% | ||
| Q3 25 | 12.7% | 20.7% | ||
| Q2 25 | 12.1% | 26.8% | ||
| Q1 25 | 3.6% | -0.9% | ||
| Q4 24 | 10.2% | 19.7% | ||
| Q3 24 | 13.8% | 14.4% | ||
| Q2 24 | 10.4% | 15.4% |
| Q2 26 | — | — | ||
| Q4 25 | 7.9% | 12.4% | ||
| Q3 25 | 6.3% | 6.9% | ||
| Q2 25 | 5.4% | 6.3% | ||
| Q1 25 | 6.4% | 7.6% | ||
| Q4 24 | 9.0% | 7.9% | ||
| Q3 24 | 5.9% | 7.0% | ||
| Q2 24 | 4.9% | 7.1% |
| Q2 26 | — | — | ||
| Q4 25 | 1.93× | 2.88× | ||
| Q3 25 | 1.35× | 1.51× | ||
| Q2 25 | 1.34× | 1.91× | ||
| Q1 25 | 0.92× | 0.53× | ||
| Q4 24 | 1.62× | 2.34× | ||
| Q3 24 | 1.07× | 1.28× | ||
| Q2 24 | 1.24× | 1.14× |
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
ECL
| Product and equipment sales | $3.2B | 78% |
| Service and lease sales | $891.5M | 22% |
WMS
| Reportable Segment Aggregation Before Other Operating Segment | $557.3M | 80% |
| Other | $85.5M | 12% |
| Pipe | $35.5M | 5% |
| Allied Products And Other | $15.0M | 2% |
