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Fabrinet（FN）とMUELLER INDUSTRIES INC（MLI）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 $962.4M、MUELLER INDUSTRIES INCの約1.2倍）。MUELLER INDUSTRIES INCの純利益率が高く（16.0% vs 9.9%、差は6.0%）。Fabrinetの前年同期比売上増加率が高い（35.9% vs 4.2%）。MUELLER INDUSTRIES INCの直近四半期フリーキャッシュフローが多い（$121.4M 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 6.4%）
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。
Mueller Industriesは1917年創業の米国製造企業で、本社はテネシー州メンフィスに所在する。配管製品、産業用金属、空調機器を主力事業とし、2022年にフォーチュン1000にランクインした、年商数十億ドルの上場企業である。
FN vs MLI — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.1B | $962.4M |
| 純利益 | $112.6M | $153.7M |
| 粗利率 | 12.2% | — |
| 営業利益率 | 10.1% | 17.9% |
| 純利益率 | 9.9% | 16.0% |
| 売上前年比 | 35.9% | 4.2% |
| 純利益前年比 | 30.0% | 11.7% |
| EPS（希薄化後） | $3.11 | $1.37 |
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 | $962.4M | ||
| Q3 25 | $978.1M | $1.1B | ||
| Q2 25 | $909.7M | $1.1B | ||
| Q1 25 | $871.8M | $1.0B | ||
| Q4 24 | $833.6M | $923.5M | ||
| Q3 24 | $804.2M | $997.8M | ||
| Q2 24 | $753.3M | $997.7M | ||
| Q1 24 | $731.5M | $849.7M |
| Q4 25 | $112.6M | $153.7M | ||
| Q3 25 | $95.9M | $208.1M | ||
| Q2 25 | $87.2M | $245.9M | ||
| Q1 25 | $81.3M | $157.4M | ||
| Q4 24 | $86.6M | $137.7M | ||
| Q3 24 | $77.4M | $168.7M | ||
| Q2 24 | $81.1M | $160.2M | ||
| Q1 24 | $80.9M | $138.4M |
| Q4 25 | 12.2% | — | ||
| Q3 25 | 11.9% | — | ||
| Q2 25 | 12.2% | — | ||
| Q1 25 | 11.7% | — | ||
| Q4 24 | 12.1% | — | ||
| Q3 24 | 12.3% | 27.6% | ||
| Q2 24 | 12.3% | 27.3% | ||
| Q1 24 | 12.4% | 28.4% |
| Q4 25 | 10.1% | 17.9% | ||
| Q3 25 | 9.6% | 25.6% | ||
| Q2 25 | 9.8% | 26.7% | ||
| Q1 25 | 9.0% | 20.6% | ||
| Q4 24 | 9.5% | 18.4% | ||
| Q3 24 | 9.6% | 20.7% | ||
| Q2 24 | 9.7% | 21.0% | ||
| Q1 24 | 9.7% | 21.6% |
| Q4 25 | 9.9% | 16.0% | ||
| Q3 25 | 9.8% | 19.3% | ||
| Q2 25 | 9.6% | 21.6% | ||
| Q1 25 | 9.3% | 15.7% | ||
| Q4 24 | 10.4% | 14.9% | ||
| Q3 24 | 9.6% | 16.9% | ||
| Q2 24 | 10.8% | 16.1% | ||
| Q1 24 | 11.1% | 16.3% |
| Q4 25 | $3.11 | $1.37 | ||
| Q3 25 | $2.66 | $1.88 | ||
| Q2 25 | $2.41 | $2.22 | ||
| Q1 25 | $2.25 | $1.39 | ||
| Q4 24 | $2.38 | $1.21 | ||
| Q3 24 | $2.13 | $1.48 | ||
| Q2 24 | $2.22 | $1.41 | ||
| Q1 24 | $2.21 | $1.21 |
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 | $1.4B |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $2.2B | $3.2B |
| 総資産 | $3.3B | $3.7B |
| 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 | $960.8M | $1.4B | ||
| Q3 25 | $968.8M | $1.3B | ||
| Q2 25 | $934.2M | $1.1B | ||
| Q1 25 | $950.7M | $873.6M | ||
| Q4 24 | $934.6M | $1.1B | ||
| Q3 24 | $908.9M | $969.6M | ||
| Q2 24 | $858.6M | $825.7M | ||
| Q1 24 | $794.0M | $1.4B |
| Q4 25 | $2.2B | $3.2B | ||
| Q3 25 | $2.1B | $3.1B | ||
| Q2 25 | $2.0B | $2.9B | ||
| Q1 25 | $1.9B | $2.7B | ||
| Q4 24 | $1.8B | $2.8B | ||
| Q3 24 | $1.8B | $2.7B | ||
| Q2 24 | $1.7B | $2.5B | ||
| Q1 24 | $1.7B | $2.4B |
| Q4 25 | $3.3B | $3.7B | ||
| Q3 25 | $3.0B | $3.7B | ||
| Q2 25 | $2.8B | $3.5B | ||
| Q1 25 | $2.6B | $3.2B | ||
| Q4 24 | $2.5B | $3.3B | ||
| Q3 24 | $2.4B | $3.2B | ||
| Q2 24 | $2.3B | $3.1B | ||
| Q1 24 | $2.2B | $2.9B |
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 | $141.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $-5.3M | $121.4M |
| FCFマージンFCF / 売上 | -0.5% | 12.6% |
| 設備投資強度設備投資 / 売上 | 4.6% | 2.1% |
| キャッシュ転換率営業CF / 純利益 | 0.41× | 0.92× |
| 直近12ヶ月FCF直近4四半期 | $102.3M | $686.6M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $46.3M | $141.2M | ||
| Q3 25 | $102.6M | $310.1M | ||
| Q2 25 | $55.1M | $190.6M | ||
| Q1 25 | $74.2M | $113.6M | ||
| Q4 24 | $115.9M | $140.1M | ||
| Q3 24 | $83.2M | $231.4M | ||
| Q2 24 | $83.1M | $100.8M | ||
| Q1 24 | $100.9M | $173.6M |
| Q4 25 | $-5.3M | $121.4M | ||
| Q3 25 | $57.3M | $291.8M | ||
| Q2 25 | $4.7M | $176.5M | ||
| Q1 25 | $45.7M | $97.0M | ||
| Q4 24 | $94.0M | $111.2M | ||
| Q3 24 | $62.9M | $205.7M | ||
| Q2 24 | $70.4M | $91.6M | ||
| Q1 24 | $87.3M | $157.2M |
| Q4 25 | -0.5% | 12.6% | ||
| Q3 25 | 5.9% | 27.1% | ||
| Q2 25 | 0.5% | 15.5% | ||
| Q1 25 | 5.2% | 9.7% | ||
| Q4 24 | 11.3% | 12.0% | ||
| Q3 24 | 7.8% | 20.6% | ||
| Q2 24 | 9.3% | 9.2% | ||
| Q1 24 | 11.9% | 18.5% |
| Q4 25 | 4.6% | 2.1% | ||
| Q3 25 | 4.6% | 1.7% | ||
| Q2 25 | 5.5% | 1.2% | ||
| Q1 25 | 3.3% | 1.7% | ||
| Q4 24 | 2.6% | 3.1% | ||
| Q3 24 | 2.5% | 2.6% | ||
| Q2 24 | 1.7% | 0.9% | ||
| Q1 24 | 1.9% | 1.9% |
| Q4 25 | 0.41× | 0.92× | ||
| Q3 25 | 1.07× | 1.49× | ||
| Q2 25 | 0.63× | 0.78× | ||
| Q1 25 | 0.91× | 0.72× | ||
| Q4 24 | 1.34× | 1.02× | ||
| Q3 24 | 1.07× | 1.37× | ||
| Q2 24 | 1.02× | 0.63× | ||
| Q1 24 | 1.25× | 1.25× |
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% |
MLI
| Tube And Fittings | $484.6M | 50% |
| Industrial Metals | $252.2M | 26% |
| Valves And Plumbing Specialties | $122.5M | 13% |
| Flex Duct And Other HVAC Components | $80.8M | 8% |
| Other Products | $14.9M | 2% |
