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エサブ（ESAB）とFirstCash Holdings, Inc.（FCFS）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
エサブの直近四半期売上が大きい（$727.8M vs $501.3M、FirstCash Holdings, Inc.の約1.5倍）。FirstCash Holdings, Inc.の純利益率が高く（20.8% vs 7.5%、差は13.2%）。FirstCash Holdings, Inc.の前年同期比売上増加率が高い（21.2% vs 8.5%）。過去8四半期でFirstCash Holdings, Inc.の売上複合成長率が高い（16.9% vs 2.8%）
ESAB（正式名称はElektriska Svetsnings-Aktiebolaget）は米国とスウェーデンに拠点を置く産業企業で、溶接・切断装置や消耗品の開発・販売を主力事業とし、世界中のさまざまな業界の顧客に高品質なソリューションを提供している業界の有力企業です。
FirstCash Holdings, Inc.は米国テキサス州フォートワースに本社を置く質屋事業を営む企業で、米国国内及びラテンアメリカ各地で小売型質店を展開しています。ナスダック証券取引所に上場しており、南北アメリカ全域に広範な事業基盤を有しています。
ESAB vs FCFS — 直接比較
損益計算書 — Q3 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $727.8M | $501.3M |
| 純利益 | $54.8M | $104.2M |
| 粗利率 | 37.0% | — |
| 営業利益率 | 14.6% | 28.5% |
| 純利益率 | 7.5% | 20.8% |
| 売上前年比 | 8.5% | 21.2% |
| 純利益前年比 | 2.1% | 24.7% |
| EPS（希薄化後） | $0.90 | $2.35 |
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 | $727.8M | $501.3M | ||
| Q3 25 | $715.6M | $411.0M | ||
| Q2 25 | $678.1M | $385.1M | ||
| Q1 25 | — | $371.1M | ||
| Q4 24 | $670.8M | $413.7M | ||
| Q3 24 | $673.3M | $363.1M | ||
| Q2 24 | $707.1M | $363.5M | ||
| Q1 24 | $689.7M | $366.8M |
| Q4 25 | $54.8M | $104.2M | ||
| Q3 25 | $66.9M | $82.8M | ||
| Q2 25 | $67.4M | $59.8M | ||
| Q1 25 | — | $83.6M | ||
| Q4 24 | $53.7M | $83.5M | ||
| Q3 24 | $68.2M | $64.8M | ||
| Q2 24 | $82.9M | $49.1M | ||
| Q1 24 | $60.0M | $61.4M |
| Q4 25 | 37.0% | — | ||
| Q3 25 | 37.2% | — | ||
| Q2 25 | 37.6% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 38.5% | — | ||
| Q3 24 | 37.7% | — | ||
| Q2 24 | 38.2% | — | ||
| Q1 24 | 37.0% | — |
| Q4 25 | 14.6% | 28.5% | ||
| Q3 25 | 15.2% | 27.4% | ||
| Q2 25 | 16.2% | 21.1% | ||
| Q1 25 | — | 30.0% | ||
| Q4 24 | 16.6% | 26.5% | ||
| Q3 24 | 15.7% | 23.5% | ||
| Q2 24 | 16.9% | 18.2% | ||
| Q1 24 | 16.0% | 22.3% |
| Q4 25 | 7.5% | 20.8% | ||
| Q3 25 | 9.3% | 20.1% | ||
| Q2 25 | 9.9% | 15.5% | ||
| Q1 25 | — | 22.5% | ||
| Q4 24 | 8.0% | 20.2% | ||
| Q3 24 | 10.1% | 17.9% | ||
| Q2 24 | 11.7% | 13.5% | ||
| Q1 24 | 8.7% | 16.7% |
| Q4 25 | $0.90 | $2.35 | ||
| Q3 25 | $1.09 | $1.86 | ||
| Q2 25 | $1.10 | $1.34 | ||
| Q1 25 | — | $1.87 | ||
| Q4 24 | $0.87 | $1.86 | ||
| Q3 24 | $1.11 | $1.44 | ||
| Q2 24 | $1.35 | $1.08 | ||
| Q1 24 | $0.98 | $1.35 |
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 | $218.2M | $125.2M |
| 総負債低いほど良い | $1.3B | $2.2B |
| 株主資本純資産 | $2.1B | $2.3B |
| 総資産 | $4.9B | $5.3B |
| 負債/資本比率低いほどレバレッジが低い | 0.63× | 0.98× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $218.2M | $125.2M | ||
| Q3 25 | $258.2M | $130.2M | ||
| Q2 25 | $291.3M | $101.5M | ||
| Q1 25 | — | $146.0M | ||
| Q4 24 | $249.4M | $175.1M | ||
| Q3 24 | $253.7M | $106.3M | ||
| Q2 24 | $228.5M | $113.7M | ||
| Q1 24 | $76.5M | $135.1M |
| Q4 25 | $1.3B | $2.2B | ||
| Q3 25 | $1.1B | $2.2B | ||
| Q2 25 | $1.1B | $1.7B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.1B | $1.7B | ||
| Q2 24 | $1.1B | $1.7B | ||
| Q1 24 | $992.8M | $1.5B |
| Q4 25 | $2.1B | $2.3B | ||
| Q3 25 | $2.1B | $2.2B | ||
| Q2 25 | $1.9B | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | $1.8B | $2.1B | ||
| Q3 24 | $1.8B | $2.0B | ||
| Q2 24 | $1.7B | $2.0B | ||
| Q1 24 | $1.6B | $2.0B |
| Q4 25 | $4.9B | $5.3B | ||
| Q3 25 | $4.4B | $5.2B | ||
| Q2 25 | $4.2B | $4.5B | ||
| Q1 25 | — | $4.4B | ||
| Q4 24 | $4.0B | $4.5B | ||
| Q3 24 | $4.1B | $4.4B | ||
| Q2 24 | $4.0B | $4.3B | ||
| Q1 24 | $3.8B | $4.2B |
| Q4 25 | 0.63× | 0.98× | ||
| Q3 25 | 0.51× | 1.01× | ||
| Q2 25 | 0.55× | 0.79× | ||
| Q1 25 | — | 0.83× | ||
| Q4 24 | 0.60× | 0.85× | ||
| Q3 24 | 0.59× | 0.87× | ||
| Q2 24 | 0.63× | 0.85× | ||
| Q1 24 | 0.61× | 0.75× |
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 | $81.5M | $206.6M |
| フリーキャッシュフロー営業CF - 設備投資 | $70.3M | — |
| FCFマージンFCF / 売上 | 9.7% | — |
| 設備投資強度設備投資 / 売上 | 1.5% | — |
| キャッシュ転換率営業CF / 純利益 | 1.49× | 1.98× |
| 直近12ヶ月FCF直近4四半期 | $238.0M | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $81.5M | $206.6M | ||
| Q3 25 | $46.6M | $135.8M | ||
| Q2 25 | $35.4M | $116.9M | ||
| Q1 25 | — | $126.6M | ||
| Q4 24 | $126.9M | $198.1M | ||
| Q3 24 | $101.0M | $113.1M | ||
| Q2 24 | $83.0M | $106.2M | ||
| Q1 24 | $44.5M | $122.5M |
| Q4 25 | $70.3M | — | ||
| Q3 25 | $37.4M | — | ||
| Q2 25 | $28.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $102.2M | — | ||
| Q3 24 | $90.4M | — | ||
| Q2 24 | $74.0M | — | ||
| Q1 24 | $37.1M | — |
| Q4 25 | 9.7% | — | ||
| Q3 25 | 5.2% | — | ||
| Q2 25 | 4.1% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 15.2% | — | ||
| Q3 24 | 13.4% | — | ||
| Q2 24 | 10.5% | — | ||
| Q1 24 | 5.4% | — |
| Q4 25 | 1.5% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.7% | — | ||
| Q3 24 | 1.6% | — | ||
| Q2 24 | 1.3% | — | ||
| Q1 24 | 1.1% | — |
| Q4 25 | 1.49× | 1.98× | ||
| Q3 25 | 0.70× | 1.64× | ||
| Q2 25 | 0.53× | 1.95× | ||
| Q1 25 | — | 1.51× | ||
| Q4 24 | 2.36× | 2.37× | ||
| Q3 24 | 1.48× | 1.74× | ||
| Q2 24 | 1.00× | 2.16× | ||
| Q1 24 | 0.74× | 2.00× |
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
ESAB
| Consumable Products | $477.9M | 66% |
| Equipment Products | $249.9M | 34% |
FCFS
| US Pawn Segment | $292.2M | 58% |
| Retail POS Payment Solutions | $209.8M | 42% |
