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Element Solutions Inc（ESI）とLCI INDUSTRIES（LCII）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
LCI INDUSTRIESの直近四半期売上が大きい（$932.7M vs $840.0M、Element Solutions Incの約1.1倍）。Element Solutions Incの純利益率が高く（6.7% vs 2.0%、差は4.7%）。Element Solutions Incの前年同期比売上増加率が高い（41.0% vs 16.1%）。LCI INDUSTRIESの直近四半期フリーキャッシュフローが多い（$64.3M 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 -1.8%）
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。
ラッキーコア・インダストリーズ・リミテッドは旧ICIパキスタンとして知られるパキスタンの複合企業グループで、本社をカラチに置き、ポリエステル、医薬品、農業化学品、ソーダ灰、獣医薬品などの製造・供給を行っています。
ESI vs LCII — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $840.0M | $932.7M |
| 純利益 | $56.0M | $18.7M |
| 粗利率 | 38.4% | 22.1% |
| 営業利益率 | 13.3% | 3.8% |
| 純利益率 | 6.7% | 2.0% |
| 売上前年比 | 41.0% | 16.1% |
| 純利益前年比 | -43.0% | 95.7% |
| EPS（希薄化後） | $0.23 | $0.79 |
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 | $932.7M | ||
| Q3 25 | $656.1M | $1.0B | ||
| Q2 25 | $625.2M | $1.1B | ||
| Q1 25 | $593.7M | $1.0B | ||
| Q4 24 | $624.2M | $803.1M | ||
| Q3 24 | $645.0M | $915.5M | ||
| Q2 24 | $612.7M | $1.1B |
| Q1 26 | $56.0M | — | ||
| Q4 25 | $6.2M | $18.7M | ||
| Q3 25 | $39.3M | $62.5M | ||
| Q2 25 | $47.4M | $57.6M | ||
| Q1 25 | $98.0M | $49.4M | ||
| Q4 24 | $54.7M | $9.5M | ||
| Q3 24 | $40.3M | $35.6M | ||
| Q2 24 | $93.2M | $61.2M |
| Q1 26 | 38.4% | — | ||
| Q4 25 | 40.9% | 22.1% | ||
| Q3 25 | 42.2% | 24.4% | ||
| Q2 25 | 42.6% | 24.4% | ||
| Q1 25 | 42.2% | 24.1% | ||
| Q4 24 | 41.0% | 21.1% | ||
| Q3 24 | 41.5% | 24.0% | ||
| Q2 24 | 43.6% | 25.3% |
| Q1 26 | 13.3% | — | ||
| Q4 25 | 10.3% | 3.8% | ||
| Q3 25 | 15.4% | 7.3% | ||
| Q2 25 | 15.1% | 7.9% | ||
| Q1 25 | 13.0% | 7.8% | ||
| Q4 24 | 12.0% | 2.0% | ||
| Q3 24 | 14.7% | 5.9% | ||
| Q2 24 | 15.7% | 8.6% |
| Q1 26 | 6.7% | — | ||
| Q4 25 | 0.9% | 2.0% | ||
| Q3 25 | 6.0% | 6.0% | ||
| Q2 25 | 7.6% | 5.2% | ||
| Q1 25 | 16.5% | 4.7% | ||
| Q4 24 | 8.8% | 1.2% | ||
| Q3 24 | 6.2% | 3.9% | ||
| Q2 24 | 15.2% | 5.8% |
| Q1 26 | $0.23 | — | ||
| Q4 25 | $0.03 | $0.79 | ||
| Q3 25 | $0.16 | $2.55 | ||
| Q2 25 | $0.20 | $2.29 | ||
| Q1 25 | $0.40 | $1.94 | ||
| Q4 24 | $0.22 | $0.37 | ||
| Q3 24 | $0.17 | $1.39 | ||
| Q2 24 | $0.39 | $2.40 |
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 | $222.6M |
| 総負債低いほど良い | — | $945.2M |
| 株主資本純資産 | $2.7B | $1.4B |
| 総資産 | $5.7B | $3.2B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.69× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $177.3M | — | ||
| Q4 25 | $626.5M | $222.6M | ||
| Q3 25 | $594.3M | $199.7M | ||
| Q2 25 | $529.9M | $191.9M | ||
| Q1 25 | $499.2M | $231.2M | ||
| Q4 24 | $359.4M | $165.8M | ||
| Q3 24 | $376.0M | $161.2M | ||
| Q2 24 | $309.3M | $130.4M |
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $945.2M | ||
| Q3 25 | $1.6B | $947.8M | ||
| Q2 25 | $1.6B | $948.0M | ||
| Q1 25 | $1.6B | $938.3M | ||
| Q4 24 | $1.8B | $757.3M | ||
| Q3 24 | $1.9B | $822.5M | ||
| Q2 24 | $1.9B | $829.7M |
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $1.4B | ||
| Q3 25 | $2.7B | $1.4B | ||
| Q2 25 | $2.6B | $1.4B | ||
| Q1 25 | $2.5B | $1.4B | ||
| Q4 24 | $2.4B | $1.4B | ||
| Q3 24 | $2.4B | $1.4B | ||
| Q2 24 | $2.4B | $1.4B |
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.1B | $3.2B | ||
| Q3 25 | $5.0B | $3.2B | ||
| Q2 25 | $5.0B | $3.2B | ||
| Q1 25 | $4.8B | $3.1B | ||
| Q4 24 | $4.9B | $2.9B | ||
| Q3 24 | $5.1B | $3.0B | ||
| Q2 24 | $5.0B | $3.0B |
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | 0.69× | ||
| Q3 25 | 0.61× | 0.70× | ||
| Q2 25 | 0.62× | 0.68× | ||
| Q1 25 | 0.64× | 0.69× | ||
| Q4 24 | 0.76× | 0.55× | ||
| Q3 24 | 0.78× | 0.58× | ||
| Q2 24 | 0.81× | 0.60× |
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 | — | $78.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $-74.2M | $64.3M |
| FCFマージンFCF / 売上 | -8.8% | 6.9% |
| 設備投資強度設備投資 / 売上 | 3.0% | 1.6% |
| キャッシュ転換率営業CF / 純利益 | — | 4.22× |
| 直近12ヶ月FCF直近4四半期 | — | $278.3M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | — | $78.9M | ||
| Q3 25 | $100.1M | $97.2M | ||
| Q2 25 | — | $112.2M | ||
| Q1 25 | $26.0M | $42.7M | ||
| Q4 24 | — | $106.6M | ||
| Q3 24 | $98.5M | $78.4M | ||
| Q2 24 | — | $192.9M |
| Q1 26 | $-74.2M | — | ||
| Q4 25 | — | $64.3M | ||
| Q3 25 | $83.6M | $80.9M | ||
| Q2 25 | — | $99.5M | ||
| Q1 25 | $15.0M | $33.7M | ||
| Q4 24 | — | $95.7M | ||
| Q3 24 | $85.9M | $68.3M | ||
| Q2 24 | — | $180.2M |
| Q1 26 | -8.8% | — | ||
| Q4 25 | — | 6.9% | ||
| Q3 25 | 12.7% | 7.8% | ||
| Q2 25 | — | 9.0% | ||
| Q1 25 | 2.5% | 3.2% | ||
| Q4 24 | — | 11.9% | ||
| Q3 24 | 13.3% | 7.5% | ||
| Q2 24 | — | 17.1% |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 2.5% | 1.6% | ||
| Q3 25 | 2.5% | 1.6% | ||
| Q2 25 | 2.8% | 1.2% | ||
| Q1 25 | 1.9% | 0.9% | ||
| Q4 24 | 3.6% | 1.4% | ||
| Q3 24 | 2.0% | 1.1% | ||
| Q2 24 | 2.4% | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.22× | ||
| Q3 25 | 2.55× | 1.55× | ||
| Q2 25 | — | 1.95× | ||
| Q1 25 | 0.27× | 0.86× | ||
| Q4 24 | — | 11.17× | ||
| Q3 24 | 2.44× | 2.20× | ||
| Q2 24 | — | 3.15× |
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% |
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
