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Element Solutions Inc（ESI）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
IES Holdings, Inc.の直近四半期売上が大きい（$871.0M vs $840.0M、Element Solutions Incの約1.0倍）。IES Holdings, Inc.の純利益率が高く（10.5% vs 6.7%、差は3.9%）。Element Solutions Incの前年同期比売上増加率が高い（41.0% vs 16.2%）。IES Holdings, Inc.の直近四半期フリーキャッシュフローが多い（$-18.9M vs $-74.2M）。過去8四半期でElement Solutions Incの売上複合成長率が高い（17.1% vs 11.1%）
Element Solutions Incはアメリカ合衆国に本社を置く特殊化学品製造企業で、ニューヨーク証券取引所に上場しています。高品質な特殊化学品の開発・製造を手がけ、世界各国の多様な業界の顧客に製品とソリューションを提供しています。
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。
ESI vs IESC — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $840.0M | $871.0M |
| 純利益 | $56.0M | $91.8M |
| 粗利率 | 38.4% | 25.3% |
| 営業利益率 | 13.3% | 11.2% |
| 純利益率 | 6.7% | 10.5% |
| 売上前年比 | 41.0% | 16.2% |
| 純利益前年比 | -43.0% | 59.1% |
| EPS（希薄化後） | $0.23 | $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
| Q1 26 | $840.0M | — | ||
| Q4 25 | $676.2M | $871.0M | ||
| Q3 25 | $656.1M | $897.8M | ||
| Q2 25 | $625.2M | $890.2M | ||
| Q1 25 | $593.7M | $834.0M | ||
| Q4 24 | $624.2M | $749.5M | ||
| Q3 24 | $645.0M | $775.8M | ||
| Q2 24 | $612.7M | $768.4M |
| Q1 26 | $56.0M | — | ||
| Q4 25 | $6.2M | $91.8M | ||
| Q3 25 | $39.3M | $102.3M | ||
| Q2 25 | $47.4M | $79.3M | ||
| Q1 25 | $98.0M | $72.6M | ||
| Q4 24 | $54.7M | $57.7M | ||
| Q3 24 | $40.3M | $65.5M | ||
| Q2 24 | $93.2M | $66.6M |
| Q1 26 | 38.4% | — | ||
| Q4 25 | 40.9% | 25.3% | ||
| Q3 25 | 42.2% | 26.0% | ||
| Q2 25 | 42.6% | 26.9% | ||
| Q1 25 | 42.2% | 25.0% | ||
| Q4 24 | 41.0% | 23.8% | ||
| Q3 24 | 41.5% | 24.0% | ||
| Q2 24 | 43.6% | 25.3% |
| Q1 26 | 13.3% | — | ||
| Q4 25 | 10.3% | 11.2% | ||
| Q3 25 | 15.4% | 11.6% | ||
| Q2 25 | 15.1% | 12.6% | ||
| Q1 25 | 13.0% | 11.1% | ||
| Q4 24 | 12.0% | 10.0% | ||
| Q3 24 | 14.7% | 9.7% | ||
| Q2 24 | 15.7% | 11.7% |
| Q1 26 | 6.7% | — | ||
| Q4 25 | 0.9% | 10.5% | ||
| Q3 25 | 6.0% | 11.4% | ||
| Q2 25 | 7.6% | 8.9% | ||
| Q1 25 | 16.5% | 8.7% | ||
| Q4 24 | 8.8% | 7.7% | ||
| Q3 24 | 6.2% | 8.4% | ||
| Q2 24 | 15.2% | 8.7% |
| Q1 26 | $0.23 | — | ||
| Q4 25 | $0.03 | $4.51 | ||
| Q3 25 | $0.16 | $4.99 | ||
| Q2 25 | $0.20 | $3.81 | ||
| Q1 25 | $0.40 | $3.50 | ||
| Q4 24 | $0.22 | $2.72 | ||
| Q3 24 | $0.17 | $3.06 | ||
| Q2 24 | $0.39 | $2.67 |
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 | $177.3M | $258.7M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $2.7B | $961.1M |
| 総資産 | $5.7B | $1.7B |
| 負債/資本比率低いほどレバレッジが低い | — | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $177.3M | — | ||
| Q4 25 | $626.5M | $258.7M | ||
| Q3 25 | $594.3M | $231.8M | ||
| Q2 25 | $529.9M | $168.3M | ||
| Q1 25 | $499.2M | $88.3M | ||
| Q4 24 | $359.4M | $112.0M | ||
| Q3 24 | $376.0M | $135.8M | ||
| Q2 24 | $309.3M | $44.9M |
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.9B | — |
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $961.1M | ||
| Q3 25 | $2.7B | $884.0M | ||
| Q2 25 | $2.6B | $781.4M | ||
| Q1 25 | $2.5B | $705.8M | ||
| Q4 24 | $2.4B | $652.4M | ||
| Q3 24 | $2.4B | $611.1M | ||
| Q2 24 | $2.4B | $567.5M |
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.1B | $1.7B | ||
| Q3 25 | $5.0B | $1.6B | ||
| Q2 25 | $5.0B | $1.5B | ||
| Q1 25 | $4.8B | $1.4B | ||
| Q4 24 | $4.9B | $1.3B | ||
| Q3 24 | $5.1B | $1.2B | ||
| Q2 24 | $5.0B | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 0.64× | — | ||
| Q4 24 | 0.76× | — | ||
| Q3 24 | 0.78× | — | ||
| Q2 24 | 0.81× | — |
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 | — | $27.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $-74.2M | $-18.9M |
| FCFマージンFCF / 売上 | -8.8% | -2.2% |
| 設備投資強度設備投資 / 売上 | 3.0% | 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
| Q1 26 | — | — | ||
| Q4 25 | — | $27.7M | ||
| Q3 25 | $100.1M | $132.0M | ||
| Q2 25 | — | $92.0M | ||
| Q1 25 | $26.0M | $24.8M | ||
| Q4 24 | — | $37.3M | ||
| Q3 24 | $98.5M | $92.8M | ||
| Q2 24 | — | $82.9M |
| Q1 26 | $-74.2M | — | ||
| Q4 25 | — | $-18.9M | ||
| Q3 25 | $83.6M | $112.0M | ||
| Q2 25 | — | $74.8M | ||
| Q1 25 | $15.0M | $7.9M | ||
| Q4 24 | — | $24.1M | ||
| Q3 24 | $85.9M | $78.5M | ||
| Q2 24 | — | $65.4M |
| Q1 26 | -8.8% | — | ||
| Q4 25 | — | -2.2% | ||
| Q3 25 | 12.7% | 12.5% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | 2.5% | 0.9% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | 13.3% | 10.1% | ||
| Q2 24 | — | 8.5% |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 2.5% | 5.3% | ||
| Q3 25 | 2.5% | 2.2% | ||
| Q2 25 | 2.8% | 1.9% | ||
| Q1 25 | 1.9% | 2.0% | ||
| Q4 24 | 3.6% | 1.8% | ||
| Q3 24 | 2.0% | 1.8% | ||
| Q2 24 | 2.4% | 2.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.30× | ||
| Q3 25 | 2.55× | 1.29× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | 0.27× | 0.34× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | 2.44× | 1.42× | ||
| Q2 24 | — | 1.24× |
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
ESI
| Electronics ex-Metals | $377.8M | 45% |
| Pass-through Metals | $255.7M | 30% |
| Other | $206.5M | 25% |
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% |
