vs
Fabrinet（FN）とNGL Energy Partners LP（NGL）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 $909.8M、NGL Energy Partners LPの約1.2倍）。Fabrinetの純利益率が高く（9.9% vs 5.2%、差は4.8%）。Fabrinetの前年同期比売上増加率が高い（35.9% vs -41.3%）。NGL Energy Partners LPの直近四半期フリーキャッシュフローが多い（$45.7M 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。
NGLエナジーパートナーズLPは米国を本拠とする中流エネルギーサービス企業で、原油・天然ガス液・再生可能燃料の輸送・保管・ロジスティクスサービスのほか、上流エネルギー生産者向け水管理ソリューションを提供し、主に北米市場で事業を展開している。
FN vs NGL — 直接比較
損益計算書 — Q2 FY2026 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.1B | $909.8M |
| 純利益 | $112.6M | $47.2M |
| 粗利率 | 12.2% | 29.0% |
| 営業利益率 | 10.1% | 12.1% |
| 純利益率 | 9.9% | 5.2% |
| 売上前年比 | 35.9% | -41.3% |
| 純利益前年比 | 30.0% | 249.3% |
| EPS（希薄化後） | $3.11 | — |
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 | $909.8M | ||
| Q3 25 | $978.1M | $674.7M | ||
| Q2 25 | $909.7M | $622.2M | ||
| Q1 25 | $871.8M | $971.1M | ||
| Q4 24 | $833.6M | $982.4M | ||
| Q3 24 | $804.2M | $756.5M | ||
| Q2 24 | $753.3M | $759.2M | ||
| Q1 24 | $731.5M | $1.0B |
| Q4 25 | $112.6M | $47.2M | ||
| Q3 25 | $95.9M | $29.3M | ||
| Q2 25 | $87.2M | $68.9M | ||
| Q1 25 | $81.3M | $13.7M | ||
| Q4 24 | $86.6M | $13.5M | ||
| Q3 24 | $77.4M | $2.5M | ||
| Q2 24 | $81.1M | $9.7M | ||
| Q1 24 | $80.9M | $-236.8M |
| Q4 25 | 12.2% | 29.0% | ||
| Q3 25 | 11.9% | 37.6% | ||
| Q2 25 | 12.2% | 38.5% | ||
| Q1 25 | 11.7% | 26.9% | ||
| Q4 24 | 12.1% | 25.1% | ||
| Q3 24 | 12.3% | 30.9% | ||
| Q2 24 | 12.3% | 29.0% | ||
| Q1 24 | 12.4% | 21.8% |
| Q4 25 | 10.1% | 12.1% | ||
| Q3 25 | 9.6% | 14.0% | ||
| Q2 25 | 9.8% | 15.7% | ||
| Q1 25 | 9.0% | 8.4% | ||
| Q4 24 | 9.5% | 8.6% | ||
| Q3 24 | 9.6% | 10.8% | ||
| Q2 24 | 9.7% | 10.8% | ||
| Q1 24 | 9.7% | -9.4% |
| Q4 25 | 9.9% | 5.2% | ||
| Q3 25 | 9.8% | 4.3% | ||
| Q2 25 | 9.6% | 11.1% | ||
| Q1 25 | 9.3% | 1.4% | ||
| Q4 24 | 10.4% | 1.4% | ||
| Q3 24 | 9.6% | 0.3% | ||
| Q2 24 | 10.8% | 1.3% | ||
| Q1 24 | 11.1% | -22.8% |
| Q4 25 | $3.11 | — | ||
| Q3 25 | $2.66 | — | ||
| Q2 25 | $2.41 | — | ||
| Q1 25 | $2.25 | — | ||
| Q4 24 | $2.38 | — | ||
| Q3 24 | $2.13 | — | ||
| Q2 24 | $2.22 | — | ||
| Q1 24 | $2.21 | — |
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 | $6.5M |
| 総負債低いほど良い | — | $2.9B |
| 株主資本純資産 | $2.2B | — |
| 総資産 | $3.3B | $4.4B |
| 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 | $6.5M | ||
| Q3 25 | $968.8M | $8.7M | ||
| Q2 25 | $934.2M | $5.4M | ||
| Q1 25 | $950.7M | $13.5M | ||
| Q4 24 | $934.6M | $5.7M | ||
| Q3 24 | $908.9M | $4.5M | ||
| Q2 24 | $858.6M | $5.3M | ||
| Q1 24 | $794.0M | $38.9M |
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | — | $3.0B | ||
| Q1 24 | — | $2.9B |
| Q4 25 | $2.2B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.7B | — | ||
| Q1 24 | $1.7B | — |
| Q4 25 | $3.3B | $4.4B | ||
| Q3 25 | $3.0B | $4.3B | ||
| Q2 25 | $2.8B | $4.2B | ||
| Q1 25 | $2.6B | $4.6B | ||
| Q4 24 | $2.5B | $4.8B | ||
| Q3 24 | $2.4B | $4.9B | ||
| Q2 24 | $2.3B | $4.8B | ||
| Q1 24 | $2.2B | $5.0B |
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 | $182.3M |
| フリーキャッシュフロー営業CF - 設備投資 | $-5.3M | $45.7M |
| FCFマージンFCF / 売上 | -0.5% | 5.0% |
| 設備投資強度設備投資 / 売上 | 4.6% | 15.0% |
| キャッシュ転換率営業CF / 純利益 | 0.41× | 3.86× |
| 直近12ヶ月FCF直近4四半期 | $102.3M | $126.7M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $46.3M | $182.3M | ||
| Q3 25 | $102.6M | $40.5M | ||
| Q2 25 | $55.1M | $33.2M | ||
| Q1 25 | $74.2M | $155.0M | ||
| Q4 24 | $115.9M | $153.8M | ||
| Q3 24 | $83.2M | $6.7M | ||
| Q2 24 | $83.1M | $-18.1M | ||
| Q1 24 | $100.9M | $152.2M |
| Q4 25 | $-5.3M | $45.7M | ||
| Q3 25 | $57.3M | $9.5M | ||
| Q2 25 | $4.7M | $11.1M | ||
| Q1 25 | $45.7M | $60.4M | ||
| Q4 24 | $94.0M | $152.1M | ||
| Q3 24 | $62.9M | $-82.9M | ||
| Q2 24 | $70.4M | $-78.0M | ||
| Q1 24 | $87.3M | $119.8M |
| Q4 25 | -0.5% | 5.0% | ||
| Q3 25 | 5.9% | 1.4% | ||
| Q2 25 | 0.5% | 1.8% | ||
| Q1 25 | 5.2% | 6.2% | ||
| Q4 24 | 11.3% | 15.5% | ||
| Q3 24 | 7.8% | -11.0% | ||
| Q2 24 | 9.3% | -10.3% | ||
| Q1 24 | 11.9% | 11.5% |
| Q4 25 | 4.6% | 15.0% | ||
| Q3 25 | 4.6% | 4.6% | ||
| Q2 25 | 5.5% | 3.6% | ||
| Q1 25 | 3.3% | 9.7% | ||
| Q4 24 | 2.6% | 0.2% | ||
| Q3 24 | 2.5% | 11.8% | ||
| Q2 24 | 1.7% | 7.9% | ||
| Q1 24 | 1.9% | 3.1% |
| Q4 25 | 0.41× | 3.86× | ||
| Q3 25 | 1.07× | 1.38× | ||
| Q2 25 | 0.63× | 0.48× | ||
| Q1 25 | 0.91× | 11.29× | ||
| Q4 24 | 1.34× | 11.39× | ||
| Q3 24 | 1.07× | 2.74× | ||
| Q2 24 | 1.02× | -1.87× | ||
| Q1 24 | 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% |
NGL
| Water Solutions Segment | $208.6M | 23% |
| Services | $193.3M | 21% |
| Butane | $192.5M | 21% |
| Service Fees | $182.8M | 20% |
| Public Utilities Inventory Propane | $93.9M | 10% |
| Crude Oil | $23.3M | 3% |
| Crude Oil Transportation And Other | $6.5M | 1% |
| Liquids Logistics Segment | $2.5M | 0% |
| Crude Oil Logistics Segment | $1.2M | 0% |
