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Fabrinet(FN)とPrimoris Services Corp(PRIM)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
Primoris Services Corpの直近四半期売上が大きい($1.9B vs $1.1B、Fabrinetの約1.6倍)。Fabrinetの純利益率が高く(9.9% vs 2.8%、差は7.2%)。Fabrinetの前年同期比売上増加率が高い(35.9% vs 6.7%)。Primoris Services Corpの直近四半期フリーキャッシュフローが多い($121.1M 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 14.7%)
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。
Primoris Services Corporationは米国に本社を置く上場の専門建設・インフラ企業で、天然ガスパイプライン、上下水道管路事業を主力としています。2014年にはフォーチュン1000にランクインしており、北米のエネルギー・生活インフラ分野で豊富な実績を有しています。
FN vs PRIM — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | ||
|---|---|---|
| 売上 | $1.1B | $1.9B |
| 純利益 | $112.6M | $51.7M |
| 粗利率 | 12.2% | 9.4% |
| 営業利益率 | 10.1% | 4.2% |
| 純利益率 | 9.9% | 2.8% |
| 売上前年比 | 35.9% | 6.7% |
| 純利益前年比 | 30.0% | -4.2% |
| EPS(希薄化後) | $3.11 | $0.94 |
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 | $1.9B | ||
| Q3 25 | $978.1M | $2.2B | ||
| Q2 25 | $909.7M | $1.9B | ||
| Q1 25 | $871.8M | $1.6B | ||
| Q4 24 | $833.6M | $1.7B | ||
| Q3 24 | $804.2M | $1.6B | ||
| Q2 24 | $753.3M | $1.6B | ||
| Q1 24 | $731.5M | $1.4B |
| Q4 25 | $112.6M | $51.7M | ||
| Q3 25 | $95.9M | $94.6M | ||
| Q2 25 | $87.2M | $84.3M | ||
| Q1 25 | $81.3M | $44.2M | ||
| Q4 24 | $86.6M | $54.0M | ||
| Q3 24 | $77.4M | $58.4M | ||
| Q2 24 | $81.1M | $49.5M | ||
| Q1 24 | $80.9M | $18.9M |
| Q4 25 | 12.2% | 9.4% | ||
| Q3 25 | 11.9% | 10.8% | ||
| Q2 25 | 12.2% | 12.3% | ||
| Q1 25 | 11.7% | 10.4% | ||
| Q4 24 | 12.1% | 10.6% | ||
| Q3 24 | 12.3% | 12.0% | ||
| Q2 24 | 12.3% | 11.9% | ||
| Q1 24 | 12.4% | 9.4% |
| Q4 25 | 10.1% | 4.2% | ||
| Q3 25 | 9.6% | 6.3% | ||
| Q2 25 | 9.8% | 6.7% | ||
| Q1 25 | 9.0% | 4.3% | ||
| Q4 24 | 9.5% | 5.0% | ||
| Q3 24 | 9.6% | 6.0% | ||
| Q2 24 | 9.7% | 5.5% | ||
| Q1 24 | 9.7% | 3.1% |
| Q4 25 | 9.9% | 2.8% | ||
| Q3 25 | 9.8% | 4.3% | ||
| Q2 25 | 9.6% | 4.5% | ||
| Q1 25 | 9.3% | 2.7% | ||
| Q4 24 | 10.4% | 3.1% | ||
| Q3 24 | 9.6% | 3.5% | ||
| Q2 24 | 10.8% | 3.2% | ||
| Q1 24 | 11.1% | 1.3% |
| Q4 25 | $3.11 | $0.94 | ||
| Q3 25 | $2.66 | $1.73 | ||
| Q2 25 | $2.41 | $1.54 | ||
| Q1 25 | $2.25 | $0.81 | ||
| Q4 24 | $2.38 | $0.98 | ||
| Q3 24 | $2.13 | $1.07 | ||
| Q2 24 | $2.22 | $0.91 | ||
| Q1 24 | $2.21 | $0.35 |
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 | $535.5M |
| 総負債低いほど良い | — | $469.9M |
| 株主資本純資産 | $2.2B | $1.7B |
| 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 | — | 0.28× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $960.8M | $535.5M | ||
| Q3 25 | $968.8M | $431.4M | ||
| Q2 25 | $934.2M | $390.3M | ||
| Q1 25 | $950.7M | $351.6M | ||
| Q4 24 | $934.6M | $455.8M | ||
| Q3 24 | $908.9M | $352.7M | ||
| Q2 24 | $858.6M | $207.4M | ||
| Q1 24 | $794.0M | $177.6M |
| Q4 25 | — | $469.9M | ||
| Q3 25 | — | $486.0M | ||
| Q2 25 | — | $603.1M | ||
| Q1 25 | — | $612.0M | ||
| Q4 24 | — | $734.8M | ||
| Q3 24 | — | $903.7M | ||
| Q2 24 | — | $933.0M | ||
| Q1 24 | — | $951.7M |
| Q4 25 | $2.2B | $1.7B | ||
| Q3 25 | $2.1B | $1.6B | ||
| Q2 25 | $2.0B | $1.5B | ||
| Q1 25 | $1.9B | $1.4B | ||
| Q4 24 | $1.8B | $1.4B | ||
| Q3 24 | $1.8B | $1.4B | ||
| Q2 24 | $1.7B | $1.3B | ||
| Q1 24 | $1.7B | $1.2B |
| Q4 25 | $3.3B | $4.4B | ||
| Q3 25 | $3.0B | $4.6B | ||
| Q2 25 | $2.8B | $4.5B | ||
| Q1 25 | $2.6B | $4.2B | ||
| Q4 24 | $2.5B | $4.2B | ||
| Q3 24 | $2.4B | $4.2B | ||
| Q2 24 | $2.3B | $4.0B | ||
| Q1 24 | $2.2B | $4.0B |
| Q4 25 | — | 0.28× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.39× | ||
| Q1 25 | — | 0.42× | ||
| Q4 24 | — | 0.52× | ||
| Q3 24 | — | 0.67× | ||
| Q2 24 | — | 0.72× | ||
| Q1 24 | — | 0.76× |
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 | $142.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $-5.3M | $121.1M |
| FCFマージンFCF / 売上 | -0.5% | 6.5% |
| 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× | 2.76× |
| 直近12ヶ月FCF直近4四半期 | $102.3M | $340.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $46.3M | $142.9M | ||
| Q3 25 | $102.6M | $182.9M | ||
| Q2 25 | $55.1M | $78.5M | ||
| Q1 25 | $74.2M | $66.2M | ||
| Q4 24 | $115.9M | $298.3M | ||
| Q3 24 | $83.2M | $222.5M | ||
| Q2 24 | $83.1M | $16.1M | ||
| Q1 24 | $100.9M | $-28.5M |
| Q4 25 | $-5.3M | $121.1M | ||
| Q3 25 | $57.3M | $148.4M | ||
| Q2 25 | $4.7M | $45.3M | ||
| Q1 25 | $45.7M | $25.6M | ||
| Q4 24 | $94.0M | $270.0M | ||
| Q3 24 | $62.9M | $158.8M | ||
| Q2 24 | $70.4M | $-8.1M | ||
| Q1 24 | $87.3M | $-38.9M |
| Q4 25 | -0.5% | 6.5% | ||
| Q3 25 | 5.9% | 6.8% | ||
| Q2 25 | 0.5% | 2.4% | ||
| Q1 25 | 5.2% | 1.6% | ||
| Q4 24 | 11.3% | 15.5% | ||
| Q3 24 | 7.8% | 9.6% | ||
| Q2 24 | 9.3% | -0.5% | ||
| Q1 24 | 11.9% | -2.8% |
| Q4 25 | 4.6% | 1.2% | ||
| Q3 25 | 4.6% | 1.6% | ||
| Q2 25 | 5.5% | 1.8% | ||
| Q1 25 | 3.3% | 2.5% | ||
| Q4 24 | 2.6% | 1.6% | ||
| Q3 24 | 2.5% | 3.9% | ||
| Q2 24 | 1.7% | 1.5% | ||
| Q1 24 | 1.9% | 0.7% |
| Q4 25 | 0.41× | 2.76× | ||
| Q3 25 | 1.07× | 1.93× | ||
| Q2 25 | 0.63× | 0.93× | ||
| Q1 25 | 0.91× | 1.50× | ||
| Q4 24 | 1.34× | 5.53× | ||
| Q3 24 | 1.07× | 3.81× | ||
| Q2 24 | 1.02× | 0.32× | ||
| Q1 24 | 1.25× | -1.50× |
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% |
PRIM
| Energy Segment | $1.2B | 64% |
| Unit Price Contracts | $473.7M | 25% |
| Cost Reimbursable Contracts | $121.3M | 7% |
| Other | $74.9M | 4% |