vs
Fabrinet(FN)とGRIFFON CORP(GFF)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
Fabrinetの直近四半期売上が大きい($1.1B vs $649.1M、GRIFFON CORPの約1.7倍)。Fabrinetの純利益率が高く(9.9% vs 9.9%、差は0.0%)。Fabrinetの前年同期比売上増加率が高い(35.9% vs 2.6%)。GRIFFON CORPの直近四半期フリーキャッシュフローが多い($99.3M vs $-5.3M)。過去8四半期でFabrinetの売上複合成長率が高い(24.4% vs -1.8%)
Fabrinet(証券コード:FN)はS&Pミッドキャップ400指数の構成銘柄です。同指数はS&Pダウジョーンズインデックスが管理し、主に米国の中型企業400社で構成され、構成企業が複数の株式クラスを発行している場合は構成数が400を超えることもあります。
グリフォン・コーポレーションはニューヨークに本社を置く多国籍複合企業で、多角化経営の持株会社として事業を展開しています。傘下にAmes True Temper、ClosetMaid、クロペイ建築製品、CornellCooksonの4つの子会社を持ち、1961年からニューヨーク証券取引所に上場しており、S&Pスモールキャップ600、S&Pコンポジット1500、ラッセル2000の各指数の構成銘柄です。
FN vs GFF — 直接比較
損益計算書 — Q2 FY2026 vs Q1 FY2026
| 指標 | ||
|---|---|---|
| 売上 | $1.1B | $649.1M |
| 純利益 | $112.6M | $64.4M |
| 粗利率 | 12.2% | 41.1% |
| 営業利益率 | 10.1% | 17.5% |
| 純利益率 | 9.9% | 9.9% |
| 売上前年比 | 35.9% | 2.6% |
| 純利益前年比 | 30.0% | -9.1% |
| EPS(希薄化後) | $3.11 | $1.41 |
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 | $1.1B | $649.1M | ||
| Q3 25 | $978.1M | $662.2M | ||
| Q2 25 | $909.7M | $613.6M | ||
| Q1 25 | $871.8M | $611.7M | ||
| Q4 24 | $833.6M | $632.4M | ||
| Q3 24 | $804.2M | $659.7M | ||
| Q2 24 | $753.3M | $647.8M | ||
| Q1 24 | $731.5M | $672.9M |
| Q4 25 | $112.6M | $64.4M | ||
| Q3 25 | $95.9M | $43.6M | ||
| Q2 25 | $87.2M | $-120.1M | ||
| Q1 25 | $81.3M | $56.8M | ||
| Q4 24 | $86.6M | $70.9M | ||
| Q3 24 | $77.4M | $62.5M | ||
| Q2 24 | $81.1M | $41.1M | ||
| Q1 24 | $80.9M | $64.1M |
| Q4 25 | 12.2% | 41.1% | ||
| Q3 25 | 11.9% | 41.7% | ||
| Q2 25 | 12.2% | 43.2% | ||
| Q1 25 | 11.7% | 41.2% | ||
| Q4 24 | 12.1% | 41.8% | ||
| Q3 24 | 12.3% | 39.9% | ||
| Q2 24 | 12.3% | 38.5% | ||
| Q1 24 | 12.4% | 40.2% |
| Q4 25 | 10.1% | 17.5% | ||
| Q3 25 | 9.6% | 18.0% | ||
| Q2 25 | 9.8% | -20.5% | ||
| Q1 25 | 9.0% | 16.5% | ||
| Q4 24 | 9.5% | 17.7% | ||
| Q3 24 | 9.6% | 16.9% | ||
| Q2 24 | 9.7% | 13.8% | ||
| Q1 24 | 9.7% | 16.9% |
| Q4 25 | 9.9% | 9.9% | ||
| Q3 25 | 9.8% | 6.6% | ||
| Q2 25 | 9.6% | -19.6% | ||
| Q1 25 | 9.3% | 9.3% | ||
| Q4 24 | 10.4% | 11.2% | ||
| Q3 24 | 9.6% | 9.5% | ||
| Q2 24 | 10.8% | 6.3% | ||
| Q1 24 | 11.1% | 9.5% |
| Q4 25 | $3.11 | $1.41 | ||
| Q3 25 | $2.66 | $1.04 | ||
| Q2 25 | $2.41 | $-2.65 | ||
| Q1 25 | $2.25 | $1.21 | ||
| Q4 24 | $2.38 | $1.49 | ||
| Q3 24 | $2.13 | $1.29 | ||
| Q2 24 | $2.22 | $0.84 | ||
| Q1 24 | $2.21 | $1.28 |
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 | $960.8M | $95.3M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $2.2B | $108.9M |
| 総資産 | $3.3B | $2.1B |
| 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 | $960.8M | $95.3M | ||
| Q3 25 | $968.8M | $99.0M | ||
| Q2 25 | $934.2M | $107.3M | ||
| Q1 25 | $950.7M | $127.8M | ||
| Q4 24 | $934.6M | $152.0M | ||
| Q3 24 | $908.9M | $114.4M | ||
| Q2 24 | $858.6M | $133.5M | ||
| Q1 24 | $794.0M | $123.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | — | $1.6B |
| Q4 25 | $2.2B | $108.9M | ||
| Q3 25 | $2.1B | $74.0M | ||
| Q2 25 | $2.0B | $63.9M | ||
| Q1 25 | $1.9B | $214.7M | ||
| Q4 24 | $1.8B | $227.8M | ||
| Q3 24 | $1.8B | $224.9M | ||
| Q2 24 | $1.7B | $223.5M | ||
| Q1 24 | $1.7B | $202.2M |
| Q4 25 | $3.3B | $2.1B | ||
| Q3 25 | $3.0B | $2.1B | ||
| Q2 25 | $2.8B | $2.1B | ||
| Q1 25 | $2.6B | $2.3B | ||
| Q4 24 | $2.5B | $2.3B | ||
| Q3 24 | $2.4B | $2.4B | ||
| Q2 24 | $2.3B | $2.4B | ||
| Q1 24 | $2.2B | $2.4B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 22.71× | ||
| Q1 25 | — | 7.16× | ||
| Q4 24 | — | 6.48× | ||
| Q3 24 | — | 6.78× | ||
| Q2 24 | — | 6.74× | ||
| Q1 24 | — | 7.84× |
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 | $46.3M | $107.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $-5.3M | $99.3M |
| FCFマージンFCF / 売上 | -0.5% | 15.3% |
| 設備投資強度設備投資 / 売上 | 4.6% | 1.2% |
| キャッシュ転換率営業CF / 純利益 | 0.41× | 1.66× |
| 直近12ヶ月FCF直近4四半期 | $102.3M | $278.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $46.3M | $107.0M | ||
| Q3 25 | $102.6M | $75.0M | ||
| Q2 25 | $55.1M | $123.1M | ||
| Q1 25 | $74.2M | $16.5M | ||
| Q4 24 | $115.9M | $142.9M | ||
| Q3 24 | $83.2M | $72.1M | ||
| Q2 24 | $83.1M | $122.1M | ||
| Q1 24 | $100.9M | $39.8M |
| Q4 25 | $-5.3M | $99.3M | ||
| Q3 25 | $57.3M | $62.4M | ||
| Q2 25 | $4.7M | $114.4M | ||
| Q1 25 | $45.7M | $2.8M | ||
| Q4 24 | $94.0M | $125.5M | ||
| Q3 24 | $62.9M | $51.6M | ||
| Q2 24 | $70.4M | $107.5M | ||
| Q1 24 | $87.3M | $20.8M |
| Q4 25 | -0.5% | 15.3% | ||
| Q3 25 | 5.9% | 9.4% | ||
| Q2 25 | 0.5% | 18.6% | ||
| Q1 25 | 5.2% | 0.5% | ||
| Q4 24 | 11.3% | 19.8% | ||
| Q3 24 | 7.8% | 7.8% | ||
| Q2 24 | 9.3% | 16.6% | ||
| Q1 24 | 11.9% | 3.1% |
| Q4 25 | 4.6% | 1.2% | ||
| Q3 25 | 4.6% | 1.9% | ||
| Q2 25 | 5.5% | 1.4% | ||
| Q1 25 | 3.3% | 2.2% | ||
| Q4 24 | 2.6% | 2.8% | ||
| Q3 24 | 2.5% | 3.1% | ||
| Q2 24 | 1.7% | 2.2% | ||
| Q1 24 | 1.9% | 2.8% |
| Q4 25 | 0.41× | 1.66× | ||
| Q3 25 | 1.07× | 1.72× | ||
| Q2 25 | 0.63× | — | ||
| Q1 25 | 0.91× | 0.29× | ||
| Q4 24 | 1.34× | 2.02× | ||
| Q3 24 | 1.07× | 1.15× | ||
| Q2 24 | 1.02× | 2.97× | ||
| Q1 24 | 1.25× | 0.62× |
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
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
GFF
| Consumer And Professional Products | $241.1M | 37% |
| Residential Repairand Remodel | $202.1M | 31% |
| International Excluding North America | $97.8M | 15% |
| Retail | $47.3M | 7% |
| Residential New Construction | $32.5M | 5% |
| Other | $14.2M | 2% |
| Industrial | $14.1M | 2% |