vs
Expeditors International（EXPD）とJ.M. Smucker Company (The)（SJM）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
Expeditors Internationalの直近四半期売上が大きい（$2.9B vs $2.3B、J.M. Smucker Company (The)の約1.2倍）。J.M. Smucker Company (The)の純利益率が高く（10.4% vs 7.0%、差は3.3%）。J.M. Smucker Company (The)の前年同期比売上増加率が高い（2.6% vs -3.3%）。J.M. Smucker Company (The)の直近四半期フリーキャッシュフローが多い（$280.2M vs $270.3M）。過去8四半期でExpeditors Internationalの売上複合成長率が高い（13.8% vs 2.2%）
エクスペディターズ・インターナショナルは米国フォーチュン500にランクインする物流サービス企業で、本社はワシントン州ベルビューに所在する。六大洲100カ国以上に340超の拠点を持つグローバルネットワークと統合技術システムを活用し、顧客向けに最適化されたカスタマイズサプライチェーンソリューションを提供している。
J.M.スマッカー社はアメリカの食品・飲料メーカーで、本社はオハイオ州オービルに所在します。1897年にアップルバター製造業として創業し、現在は一般食品、ペットフード、コーヒーの3事業を主力に展開し、主力ブランド「Smucker's」はジャム、ピーナッツバター、シロップなどを販売しています。
EXPD vs SJM — 直接比較
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $2.9B | $2.3B |
| 純利益 | $200.7M | $241.3M |
| 粗利率 | — | 37.3% |
| 営業利益率 | 8.8% | 18.0% |
| 純利益率 | 7.0% | 10.4% |
| 売上前年比 | -3.3% | 2.6% |
| 純利益前年比 | -14.9% | 1084.9% |
| EPS（希薄化後） | $1.50 | $2.26 |
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 | $2.9B | $2.3B | ||
| Q3 25 | $2.9B | $2.1B | ||
| Q2 25 | $2.7B | $2.1B | ||
| Q1 25 | $2.7B | $2.2B | ||
| Q4 24 | $3.0B | $2.3B | ||
| Q3 24 | $3.0B | $2.1B | ||
| Q2 24 | $2.4B | $2.2B | ||
| Q1 24 | $2.2B | $2.2B |
| Q4 25 | $200.7M | $241.3M | ||
| Q3 25 | $222.3M | $-43.9M | ||
| Q2 25 | $183.6M | $-729.0M | ||
| Q1 25 | $203.8M | $-662.3M | ||
| Q4 24 | $235.9M | $-24.5M | ||
| Q3 24 | $229.6M | $185.0M | ||
| Q2 24 | $175.5M | $245.1M | ||
| Q1 24 | $169.2M | $120.4M |
| Q4 25 | — | 37.3% | ||
| Q3 25 | — | 22.5% | ||
| Q2 25 | — | 38.4% | ||
| Q1 25 | — | 40.2% | ||
| Q4 24 | — | 39.0% | ||
| Q3 24 | — | 37.5% | ||
| Q2 24 | — | 41.4% | ||
| Q1 24 | — | 36.9% |
| Q4 25 | 8.8% | 18.0% | ||
| Q3 25 | 10.0% | 2.2% | ||
| Q2 25 | 9.3% | -27.9% | ||
| Q1 25 | 10.0% | -27.2% | ||
| Q4 24 | 10.2% | 7.5% | ||
| Q3 24 | 10.1% | 16.4% | ||
| Q2 24 | 9.2% | 18.4% | ||
| Q1 24 | 9.7% | 13.3% |
| Q4 25 | 7.0% | 10.4% | ||
| Q3 25 | 7.7% | -2.1% | ||
| Q2 25 | 6.9% | -34.0% | ||
| Q1 25 | 7.6% | -30.3% | ||
| Q4 24 | 8.0% | -1.1% | ||
| Q3 24 | 7.7% | 8.7% | ||
| Q2 24 | 7.2% | 11.1% | ||
| Q1 24 | 7.7% | 5.4% |
| Q4 25 | $1.50 | $2.26 | ||
| Q3 25 | $1.64 | $-0.41 | ||
| Q2 25 | $1.34 | $-6.86 | ||
| Q1 25 | $1.47 | $-6.22 | ||
| Q4 24 | $1.68 | $-0.23 | ||
| Q3 24 | $1.63 | $1.74 | ||
| Q2 24 | $1.24 | $2.31 | ||
| Q1 24 | $1.17 | $1.13 |
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 | $1.3B | — |
| 総負債低いほど良い | — | $7.0B |
| 株主資本純資産 | $2.4B | $6.1B |
| 総資産 | $4.9B | $17.6B |
| 負債/資本比率低いほどレバレッジが低い | — | 1.16× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.4B | — |
| Q4 25 | — | $7.0B | ||
| Q3 25 | — | $7.0B | ||
| Q2 25 | — | $7.0B | ||
| Q1 25 | — | $7.4B | ||
| Q4 24 | — | $7.8B | ||
| Q3 24 | — | $7.8B | ||
| Q2 24 | — | $7.8B | ||
| Q1 24 | — | $8.1B |
| Q4 25 | $2.4B | $6.1B | ||
| Q3 25 | $2.3B | $5.9B | ||
| Q2 25 | $2.2B | $6.1B | ||
| Q1 25 | $2.3B | $6.9B | ||
| Q4 24 | $2.2B | $7.6B | ||
| Q3 24 | $2.4B | $7.8B | ||
| Q2 24 | $2.2B | $7.7B | ||
| Q1 24 | $2.2B | $7.6B |
| Q4 25 | $4.9B | $17.6B | ||
| Q3 25 | $4.8B | $17.7B | ||
| Q2 25 | $4.8B | $17.6B | ||
| Q1 25 | $4.8B | $18.4B | ||
| Q4 24 | $4.8B | $20.0B | ||
| Q3 24 | $5.2B | $20.3B | ||
| Q2 24 | $4.8B | $20.3B | ||
| Q1 24 | $4.5B | $20.2B |
| Q4 25 | — | 1.16× | ||
| Q3 25 | — | 1.19× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 1.07× | ||
| Q4 24 | — | 1.02× | ||
| Q3 24 | — | 1.00× | ||
| Q2 24 | — | 1.01× | ||
| Q1 24 | — | 1.07× |
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 | $283.3M | $346.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $270.3M | $280.2M |
| FCFマージンFCF / 売上 | 9.5% | 12.0% |
| 設備投資強度設備投資 / 売上 | 0.5% | 2.8% |
| キャッシュ転換率営業CF / 純利益 | 1.41× | 1.44× |
| 直近12ヶ月FCF直近4四半期 | $953.4M | $635.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $283.3M | $346.5M | ||
| Q3 25 | $201.4M | $-10.6M | ||
| Q2 25 | $179.2M | $393.9M | ||
| Q1 25 | $342.6M | $239.4M | ||
| Q4 24 | $249.7M | $404.2M | ||
| Q3 24 | $90.0M | $172.9M | ||
| Q2 24 | $126.8M | $428.1M | ||
| Q1 24 | $256.9M | $406.5M |
| Q4 25 | $270.3M | $280.2M | ||
| Q3 25 | $190.3M | $-94.9M | ||
| Q2 25 | $163.3M | $298.9M | ||
| Q1 25 | $329.5M | $151.3M | ||
| Q4 24 | $239.7M | $317.2M | ||
| Q3 24 | $77.7M | $49.2M | ||
| Q2 24 | $118.8M | $297.5M | ||
| Q1 24 | $246.7M | $249.6M |
| Q4 25 | 9.5% | 12.0% | ||
| Q3 25 | 6.6% | -4.5% | ||
| Q2 25 | 6.2% | 13.9% | ||
| Q1 25 | 12.4% | 6.9% | ||
| Q4 24 | 8.1% | 14.0% | ||
| Q3 24 | 2.6% | 2.3% | ||
| Q2 24 | 4.9% | 13.5% | ||
| Q1 24 | 11.2% | 11.2% |
| Q4 25 | 0.5% | 2.8% | ||
| Q3 25 | 0.4% | 4.0% | ||
| Q2 25 | 0.6% | 4.4% | ||
| Q1 25 | 0.5% | 4.0% | ||
| Q4 24 | 0.3% | 3.8% | ||
| Q3 24 | 0.4% | 5.8% | ||
| Q2 24 | 0.3% | 5.9% | ||
| Q1 24 | 0.5% | 7.0% |
| Q4 25 | 1.41× | 1.44× | ||
| Q3 25 | 0.91× | — | ||
| Q2 25 | 0.98× | — | ||
| Q1 25 | 1.68× | — | ||
| Q4 24 | 1.06× | — | ||
| Q3 24 | 0.39× | 0.93× | ||
| Q2 24 | 0.72× | 1.75× | ||
| Q1 24 | 1.52× | 3.38× |
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
EXPD
| Customs Brokerage And Other Services | $1.1B | 40% |
| Airfreight Services | $1.1B | 39% |
| Ocean Freight And Ocean Services | $611.4M | 21% |
SJM
| U.S.Retail Frozen Handheld And Spreads | $461.1M | 20% |
| U.S.Retail Pet Foods | $413.2M | 18% |
| Handheld Frozen Sandwiches | $262.9M | 11% |
| Sweet Baked Snacks | $256.1M | 11% |
| Pet Snacks | $232.0M | 10% |
| Cat Food | $197.2M | 8% |
| Peanut Butter | $187.1M | 8% |
| CA | $94.5M | 4% |
| Fruit Spreads | $92.2M | 4% |
| Other | $50.5M | 2% |
| Portion Control | $50.1M | 2% |
| All Other International | $33.2M | 1% |
