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F5, Inc.（FFIV）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 $822.5M、F5, Inc.の約1.1倍）。F5, Inc.の純利益率が高く（21.9% vs 10.5%、差は11.4%）。IES Holdings, Inc.の前年同期比売上増加率が高い（16.2% vs 7.3%）。F5, Inc.の直近四半期フリーキャッシュフローが多い（$149.5M vs $-18.9M）。過去8四半期でIES Holdings, Inc.の売上複合成長率が高い（11.1% vs 9.9%）
F5, Inc.は米国のテクノロジー企業で、アプリケーションセキュリティ、マルチクラウド管理、オンライン詐欺対策、アプリケーションデリバリーネットワーク（ADN）を専門とし、アプリの可用性・パフォーマンス向上、ネットワークセキュリティ、アクセス認可管理などのソリューションも提供しています。
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。
FFIV vs IESC — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $822.5M | $871.0M |
| 純利益 | $180.1M | $91.8M |
| 粗利率 | 81.5% | 25.3% |
| 営業利益率 | 26.0% | 11.2% |
| 純利益率 | 21.9% | 10.5% |
| 売上前年比 | 7.3% | 16.2% |
| 純利益前年比 | 8.2% | 59.1% |
| EPS（希薄化後） | $3.10 | $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
| Q4 25 | $822.5M | $871.0M | ||
| Q3 25 | $810.1M | $897.8M | ||
| Q2 25 | $780.4M | $890.2M | ||
| Q1 25 | $731.1M | $834.0M | ||
| Q4 24 | $766.5M | $749.5M | ||
| Q3 24 | $746.7M | $775.8M | ||
| Q2 24 | $695.5M | $768.4M | ||
| Q1 24 | $681.4M | $705.7M |
| Q4 25 | $180.1M | $91.8M | ||
| Q3 25 | $190.5M | $102.3M | ||
| Q2 25 | $189.9M | $79.3M | ||
| Q1 25 | $145.5M | $72.6M | ||
| Q4 24 | $166.4M | $57.7M | ||
| Q3 24 | $165.3M | $65.5M | ||
| Q2 24 | $144.1M | $66.6M | ||
| Q1 24 | $119.0M | $56.8M |
| Q4 25 | 81.5% | 25.3% | ||
| Q3 25 | 82.2% | 26.0% | ||
| Q2 25 | 81.0% | 26.9% | ||
| Q1 25 | 80.7% | 25.0% | ||
| Q4 24 | 81.7% | 23.8% | ||
| Q3 24 | 80.8% | 24.0% | ||
| Q2 24 | 80.4% | 25.3% | ||
| Q1 24 | 79.3% | 24.3% |
| Q4 25 | 26.0% | 11.2% | ||
| Q3 25 | 25.4% | 11.6% | ||
| Q2 25 | 25.2% | 12.6% | ||
| Q1 25 | 21.7% | 11.1% | ||
| Q4 24 | 26.8% | 10.0% | ||
| Q3 24 | 25.6% | 9.7% | ||
| Q2 24 | 23.4% | 11.7% | ||
| Q1 24 | 20.5% | 11.0% |
| Q4 25 | 21.9% | 10.5% | ||
| Q3 25 | 23.5% | 11.4% | ||
| Q2 25 | 24.3% | 8.9% | ||
| Q1 25 | 19.9% | 8.7% | ||
| Q4 24 | 21.7% | 7.7% | ||
| Q3 24 | 22.1% | 8.4% | ||
| Q2 24 | 20.7% | 8.7% | ||
| Q1 24 | 17.5% | 8.0% |
| Q4 25 | $3.10 | $4.51 | ||
| Q3 25 | $3.25 | $4.99 | ||
| Q2 25 | $3.25 | $3.81 | ||
| Q1 25 | $2.48 | $3.50 | ||
| Q4 24 | $2.82 | $2.72 | ||
| Q3 24 | $2.79 | $3.06 | ||
| Q2 24 | $2.44 | $2.67 | ||
| Q1 24 | $2.00 | $2.29 |
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 | $1.2B | $258.7M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $3.5B | $961.1M |
| 総資産 | $6.3B | $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
| Q4 25 | $1.2B | $258.7M | ||
| Q3 25 | $1.3B | $231.8M | ||
| Q2 25 | $1.4B | $168.3M | ||
| Q1 25 | $1.3B | $88.3M | ||
| Q4 24 | $1.2B | $112.0M | ||
| Q3 24 | $1.1B | $135.8M | ||
| Q2 24 | $935.6M | $44.9M | ||
| Q1 24 | $903.5M | $106.0M |
| Q4 25 | $3.5B | $961.1M | ||
| Q3 25 | $3.6B | $884.0M | ||
| Q2 25 | $3.5B | $781.4M | ||
| Q1 25 | $3.3B | $705.8M | ||
| Q4 24 | $3.2B | $652.4M | ||
| Q3 24 | $3.1B | $611.1M | ||
| Q2 24 | $3.0B | $567.5M | ||
| Q1 24 | $2.9B | $534.8M |
| Q4 25 | $6.3B | $1.7B | ||
| Q3 25 | $6.3B | $1.6B | ||
| Q2 25 | $6.1B | $1.5B | ||
| Q1 25 | $5.9B | $1.4B | ||
| Q4 24 | $5.9B | $1.3B | ||
| Q3 24 | $5.6B | $1.2B | ||
| Q2 24 | $5.4B | $1.2B | ||
| Q1 24 | $5.4B | $1.1B |
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 | $159.2M | $27.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $149.5M | $-18.9M |
| FCFマージンFCF / 売上 | 18.2% | -2.2% |
| 設備投資強度設備投資 / 売上 | 1.2% | 5.3% |
| キャッシュ転換率営業CF / 純利益 | 0.88× | 0.30× |
| 直近12ヶ月FCF直近4四半期 | $861.2M | $175.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $159.2M | $27.7M | ||
| Q3 25 | $208.1M | $132.0M | ||
| Q2 25 | $282.2M | $92.0M | ||
| Q1 25 | $256.6M | $24.8M | ||
| Q4 24 | $202.8M | $37.3M | ||
| Q3 24 | $246.5M | $92.8M | ||
| Q2 24 | $159.0M | $82.9M | ||
| Q1 24 | $221.6M | $33.7M |
| Q4 25 | $149.5M | $-18.9M | ||
| Q3 25 | $191.9M | $112.0M | ||
| Q2 25 | $273.7M | $74.8M | ||
| Q1 25 | $246.1M | $7.9M | ||
| Q4 24 | $194.7M | $24.1M | ||
| Q3 24 | $240.4M | $78.5M | ||
| Q2 24 | $153.1M | $65.4M | ||
| Q1 24 | $212.2M | $26.9M |
| Q4 25 | 18.2% | -2.2% | ||
| Q3 25 | 23.7% | 12.5% | ||
| Q2 25 | 35.1% | 8.4% | ||
| Q1 25 | 33.7% | 0.9% | ||
| Q4 24 | 25.4% | 3.2% | ||
| Q3 24 | 32.2% | 10.1% | ||
| Q2 24 | 22.0% | 8.5% | ||
| Q1 24 | 31.1% | 3.8% |
| Q4 25 | 1.2% | 5.3% | ||
| Q3 25 | 2.0% | 2.2% | ||
| Q2 25 | 1.1% | 1.9% | ||
| Q1 25 | 1.4% | 2.0% | ||
| Q4 24 | 1.1% | 1.8% | ||
| Q3 24 | 0.8% | 1.8% | ||
| Q2 24 | 0.8% | 2.3% | ||
| Q1 24 | 1.4% | 1.0% |
| Q4 25 | 0.88× | 0.30× | ||
| Q3 25 | 1.09× | 1.29× | ||
| Q2 25 | 1.49× | 1.16× | ||
| Q1 25 | 1.76× | 0.34× | ||
| Q4 24 | 1.22× | 0.65× | ||
| Q3 24 | 1.49× | 1.42× | ||
| Q2 24 | 1.10× | 1.24× | ||
| Q1 24 | 1.86× | 0.59× |
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
FFIV
| Services | $412.2M | 50% |
| Products | $410.3M | 50% |
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% |
