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Fabrinet(FN)とMedpace Holdings, Inc.(MEDP)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 $708.5M、Medpace Holdings, Inc.の約1.6倍)。Medpace Holdings, Inc.の純利益率が高く(19.1% vs 9.9%、差は9.1%)。Fabrinetの前年同期比売上増加率が高い(35.9% vs 32.0%)。Medpace Holdings, Inc.の直近四半期フリーキャッシュフローが多い($188.1M 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 17.7%)
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。
Medpace Holdings, Inc.は米国オハイオ州シンシナティに本社を置くグローバルな臨床研究機関(CRO)で、従業員数は約6,000人です。フルサービス体制を採用し、グローバル中央検査室、画像コアラボ、生物分析検査室サービスを提供するほか、本社敷地内に第I相臨床試験部門を設けています。
FN vs MEDP — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | ||
|---|---|---|
| 売上 | $1.1B | $708.5M |
| 純利益 | $112.6M | $135.1M |
| 粗利率 | 12.2% | — |
| 営業利益率 | 10.1% | 21.6% |
| 純利益率 | 9.9% | 19.1% |
| 売上前年比 | 35.9% | 32.0% |
| 純利益前年比 | 30.0% | 15.5% |
| EPS(希薄化後) | $3.11 | $4.65 |
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 | $708.5M | ||
| Q3 25 | $978.1M | $659.9M | ||
| Q2 25 | $909.7M | $603.3M | ||
| Q1 25 | $871.8M | $558.6M | ||
| Q4 24 | $833.6M | $536.6M | ||
| Q3 24 | $804.2M | $533.3M | ||
| Q2 24 | $753.3M | $528.1M | ||
| Q1 24 | $731.5M | $511.0M |
| Q4 25 | $112.6M | $135.1M | ||
| Q3 25 | $95.9M | $111.1M | ||
| Q2 25 | $87.2M | $90.3M | ||
| Q1 25 | $81.3M | $114.6M | ||
| Q4 24 | $86.6M | $117.0M | ||
| Q3 24 | $77.4M | $96.4M | ||
| Q2 24 | $81.1M | $88.4M | ||
| Q1 24 | $80.9M | $102.6M |
| Q4 25 | 12.2% | — | ||
| Q3 25 | 11.9% | — | ||
| Q2 25 | 12.2% | — | ||
| Q1 25 | 11.7% | — | ||
| Q4 24 | 12.1% | — | ||
| Q3 24 | 12.3% | — | ||
| Q2 24 | 12.3% | — | ||
| Q1 24 | 12.4% | — |
| Q4 25 | 10.1% | 21.6% | ||
| Q3 25 | 9.6% | 21.5% | ||
| Q2 25 | 9.8% | 20.9% | ||
| Q1 25 | 9.0% | 20.3% | ||
| Q4 24 | 9.5% | 23.4% | ||
| Q3 24 | 9.6% | 21.1% | ||
| Q2 24 | 9.7% | 19.9% | ||
| Q1 24 | 9.7% | 20.4% |
| Q4 25 | 9.9% | 19.1% | ||
| Q3 25 | 9.8% | 16.8% | ||
| Q2 25 | 9.6% | 15.0% | ||
| Q1 25 | 9.3% | 20.5% | ||
| Q4 24 | 10.4% | 21.8% | ||
| Q3 24 | 9.6% | 18.1% | ||
| Q2 24 | 10.8% | 16.7% | ||
| Q1 24 | 11.1% | 20.1% |
| Q4 25 | $3.11 | $4.65 | ||
| Q3 25 | $2.66 | $3.86 | ||
| Q2 25 | $2.41 | $3.10 | ||
| Q1 25 | $2.25 | $3.67 | ||
| Q4 24 | $2.38 | $3.67 | ||
| Q3 24 | $2.13 | $3.01 | ||
| Q2 24 | $2.22 | $2.75 | ||
| Q1 24 | $2.21 | $3.20 |
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 | $497.0M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $2.2B | $459.1M |
| 総資産 | $3.3B | $2.0B |
| 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 | $497.0M | ||
| Q3 25 | $968.8M | $285.4M | ||
| Q2 25 | $934.2M | $46.3M | ||
| Q1 25 | $950.7M | $441.4M | ||
| Q4 24 | $934.6M | $669.4M | ||
| Q3 24 | $908.9M | $656.9M | ||
| Q2 24 | $858.6M | $510.9M | ||
| Q1 24 | $794.0M | $407.0M |
| Q4 25 | $2.2B | $459.1M | ||
| Q3 25 | $2.1B | $293.6M | ||
| Q2 25 | $2.0B | $172.4M | ||
| Q1 25 | $1.9B | $593.6M | ||
| Q4 24 | $1.8B | $825.5M | ||
| Q3 24 | $1.8B | $881.4M | ||
| Q2 24 | $1.7B | $763.6M | ||
| Q1 24 | $1.7B | $671.5M |
| Q4 25 | $3.3B | $2.0B | ||
| Q3 25 | $3.0B | $1.8B | ||
| Q2 25 | $2.8B | $1.6B | ||
| Q1 25 | $2.6B | $1.9B | ||
| Q4 24 | $2.5B | $2.1B | ||
| Q3 24 | $2.4B | $2.1B | ||
| Q2 24 | $2.3B | $1.9B | ||
| Q1 24 | $2.2B | $1.8B |
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 | $192.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $-5.3M | $188.1M |
| FCFマージンFCF / 売上 | -0.5% | 26.6% |
| 設備投資強度設備投資 / 売上 | 4.6% | 0.6% |
| キャッシュ転換率営業CF / 純利益 | 0.41× | 1.43× |
| 直近12ヶ月FCF直近4四半期 | $102.3M | $681.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $46.3M | $192.7M | ||
| Q3 25 | $102.6M | $246.2M | ||
| Q2 25 | $55.1M | $148.5M | ||
| Q1 25 | $74.2M | $125.8M | ||
| Q4 24 | $115.9M | $190.7M | ||
| Q3 24 | $83.2M | $149.1M | ||
| Q2 24 | $83.1M | $116.4M | ||
| Q1 24 | $100.9M | $152.7M |
| Q4 25 | $-5.3M | $188.1M | ||
| Q3 25 | $57.3M | $235.5M | ||
| Q2 25 | $4.7M | $142.4M | ||
| Q1 25 | $45.7M | $115.8M | ||
| Q4 24 | $94.0M | $183.0M | ||
| Q3 24 | $62.9M | $138.5M | ||
| Q2 24 | $70.4M | $103.5M | ||
| Q1 24 | $87.3M | $147.2M |
| Q4 25 | -0.5% | 26.6% | ||
| Q3 25 | 5.9% | 35.7% | ||
| Q2 25 | 0.5% | 23.6% | ||
| Q1 25 | 5.2% | 20.7% | ||
| Q4 24 | 11.3% | 34.1% | ||
| Q3 24 | 7.8% | 26.0% | ||
| Q2 24 | 9.3% | 19.6% | ||
| Q1 24 | 11.9% | 28.8% |
| Q4 25 | 4.6% | 0.6% | ||
| Q3 25 | 4.6% | 1.6% | ||
| Q2 25 | 5.5% | 1.0% | ||
| Q1 25 | 3.3% | 1.8% | ||
| Q4 24 | 2.6% | 1.4% | ||
| Q3 24 | 2.5% | 2.0% | ||
| Q2 24 | 1.7% | 2.4% | ||
| Q1 24 | 1.9% | 1.1% |
| Q4 25 | 0.41× | 1.43× | ||
| Q3 25 | 1.07× | 2.22× | ||
| Q2 25 | 0.63× | 1.65× | ||
| Q1 25 | 0.91× | 1.10× | ||
| Q4 24 | 1.34× | 1.63× | ||
| Q3 24 | 1.07× | 1.55× | ||
| Q2 24 | 1.02× | 1.32× | ||
| Q1 24 | 1.25× | 1.49× |
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% |
MEDP
| Metabolic | $249.8M | 35% |
| Oncology | $195.9M | 28% |
| Other | $88.3M | 12% |
| Central Nervous System | $73.2M | 10% |
| Cardiology | $63.0M | 9% |
| Antiviral And Anti Infective | $38.3M | 5% |
| Related Party | $10.3M | 1% |