vs
Fabrinet（FN）とADVANCED DRAINAGE SYSTEMS, INC.（WMS）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 $693.4M、ADVANCED DRAINAGE SYSTEMS, INC.の約1.6倍）。ADVANCED DRAINAGE SYSTEMS, INC.の純利益率が高く（13.5% vs 9.9%、差は3.6%）。Fabrinetの前年同期比売上増加率が高い（35.9% vs 0.4%）。ADVANCED DRAINAGE SYSTEMS, INC.の直近四半期フリーキャッシュフローが多い（$183.6M 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 3.0%）
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。
アドバンスド・ドレネージ・システムズ（略称ADS）は米国の企業で、ポリプロピレン・ポリエチレン製パイプ、プラスチック製浸出場システム、浄化槽と付属部品、雨水調整施設、PVC製排水構造物、継手、水ろ過・分離装置の設計・製造・販売を行い、米国最大の高密度ポリエチレンパイプメーカーです。本社はオハイオ州ヒリアードに所在します。
FN vs WMS — 直接比較
損益計算書 — Q2 FY2026 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.1B | $693.4M |
| 純利益 | $112.6M | $93.6M |
| 粗利率 | 12.2% | 37.4% |
| 営業利益率 | 10.1% | 19.7% |
| 純利益率 | 9.9% | 13.5% |
| 売上前年比 | 35.9% | 0.4% |
| 純利益前年比 | 30.0% | 15.3% |
| EPS（希薄化後） | $3.11 | $1.19 |
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 | $693.4M | ||
| Q3 25 | $978.1M | $850.4M | ||
| Q2 25 | $909.7M | $829.9M | ||
| Q1 25 | $871.8M | $615.8M | ||
| Q4 24 | $833.6M | $690.5M | ||
| Q3 24 | $804.2M | $782.6M | ||
| Q2 24 | $753.3M | $815.3M | ||
| Q1 24 | $731.5M | $653.8M |
| Q4 25 | $112.6M | $93.6M | ||
| Q3 25 | $95.9M | $156.0M | ||
| Q2 25 | $87.2M | $143.9M | ||
| Q1 25 | $81.3M | $77.2M | ||
| Q4 24 | $86.6M | $81.2M | ||
| Q3 24 | $77.4M | $130.4M | ||
| Q2 24 | $81.1M | $161.4M | ||
| Q1 24 | $80.9M | $94.8M |
| Q4 25 | 12.2% | 37.4% | ||
| Q3 25 | 11.9% | 40.0% | ||
| Q2 25 | 12.2% | 39.8% | ||
| Q1 25 | 11.7% | 36.7% | ||
| Q4 24 | 12.1% | 35.0% | ||
| Q3 24 | 12.3% | 37.6% | ||
| Q2 24 | 12.3% | 40.8% | ||
| Q1 24 | 12.4% | 38.5% |
| Q4 25 | 10.1% | 19.7% | ||
| Q3 25 | 9.6% | 26.3% | ||
| Q2 25 | 9.8% | 24.8% | ||
| Q1 25 | 9.0% | 19.0% | ||
| Q4 24 | 9.5% | 18.4% | ||
| Q3 24 | 9.6% | 23.9% | ||
| Q2 24 | 9.7% | 27.7% | ||
| Q1 24 | 9.7% | 20.7% |
| Q4 25 | 9.9% | 13.5% | ||
| Q3 25 | 9.8% | 18.3% | ||
| Q2 25 | 9.6% | 17.3% | ||
| Q1 25 | 9.3% | 12.5% | ||
| Q4 24 | 10.4% | 11.8% | ||
| Q3 24 | 9.6% | 16.7% | ||
| Q2 24 | 10.8% | 19.8% | ||
| Q1 24 | 11.1% | 14.5% |
| Q4 25 | $3.11 | $1.19 | ||
| Q3 25 | $2.66 | $1.99 | ||
| Q2 25 | $2.41 | $1.84 | ||
| Q1 25 | $2.25 | $0.99 | ||
| Q4 24 | $2.38 | $1.04 | ||
| Q3 24 | $2.13 | $1.67 | ||
| Q2 24 | $2.22 | $2.06 | ||
| Q1 24 | $2.21 | $1.22 |
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 | $1.0B |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $2.2B | $1.9B |
| 総資産 | $3.3B | $4.1B |
| 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 | $1.0B | ||
| Q3 25 | $968.8M | $812.9M | ||
| Q2 25 | $934.2M | $638.3M | ||
| Q1 25 | $950.7M | $463.3M | ||
| Q4 24 | $934.6M | $488.9M | ||
| Q3 24 | $908.9M | $613.0M | ||
| Q2 24 | $858.6M | $541.6M | ||
| Q1 24 | $794.0M | $490.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.3B |
| Q4 25 | $2.2B | $1.9B | ||
| Q3 25 | $2.1B | $1.8B | ||
| Q2 25 | $2.0B | $1.7B | ||
| Q1 25 | $1.9B | $1.5B | ||
| Q4 24 | $1.8B | $1.5B | ||
| Q3 24 | $1.8B | $1.4B | ||
| Q2 24 | $1.7B | $1.3B | ||
| Q1 24 | $1.7B | $1.2B |
| Q4 25 | $3.3B | $4.1B | ||
| Q3 25 | $3.0B | $4.1B | ||
| Q2 25 | $2.8B | $3.9B | ||
| Q1 25 | $2.6B | $3.7B | ||
| Q4 24 | $2.5B | $3.6B | ||
| Q3 24 | $2.4B | $3.5B | ||
| Q2 24 | $2.3B | $3.4B | ||
| Q1 24 | $2.2B | $3.3B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.83× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.11× |
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 | $269.3M |
| フリーキャッシュフロー営業CF - 設備投資 | $-5.3M | $183.6M |
| FCFマージンFCF / 売上 | -0.5% | 26.5% |
| 設備投資強度設備投資 / 売上 | 4.6% | 12.4% |
| キャッシュ転換率営業CF / 純利益 | 0.41× | 2.88× |
| 直近12ヶ月FCF直近4四半期 | $102.3M | $577.1M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $46.3M | $269.3M | ||
| Q3 25 | $102.6M | $234.9M | ||
| Q2 25 | $55.1M | $275.0M | ||
| Q1 25 | $74.2M | $41.2M | ||
| Q4 24 | $115.9M | $189.9M | ||
| Q3 24 | $83.2M | $166.9M | ||
| Q2 24 | $83.1M | $183.4M | ||
| Q1 24 | $100.9M | $17.7M |
| Q4 25 | $-5.3M | $183.6M | ||
| Q3 25 | $57.3M | $176.4M | ||
| Q2 25 | $4.7M | $222.4M | ||
| Q1 25 | $45.7M | $-5.3M | ||
| Q4 24 | $94.0M | $135.7M | ||
| Q3 24 | $62.9M | $112.4M | ||
| Q2 24 | $70.4M | $125.7M | ||
| Q1 24 | $87.3M | $-29.8M |
| Q4 25 | -0.5% | 26.5% | ||
| Q3 25 | 5.9% | 20.7% | ||
| Q2 25 | 0.5% | 26.8% | ||
| Q1 25 | 5.2% | -0.9% | ||
| Q4 24 | 11.3% | 19.7% | ||
| Q3 24 | 7.8% | 14.4% | ||
| Q2 24 | 9.3% | 15.4% | ||
| Q1 24 | 11.9% | -4.6% |
| Q4 25 | 4.6% | 12.4% | ||
| Q3 25 | 4.6% | 6.9% | ||
| Q2 25 | 5.5% | 6.3% | ||
| Q1 25 | 3.3% | 7.6% | ||
| Q4 24 | 2.6% | 7.9% | ||
| Q3 24 | 2.5% | 7.0% | ||
| Q2 24 | 1.7% | 7.1% | ||
| Q1 24 | 1.9% | 7.3% |
| Q4 25 | 0.41× | 2.88× | ||
| Q3 25 | 1.07× | 1.51× | ||
| Q2 25 | 0.63× | 1.91× | ||
| Q1 25 | 0.91× | 0.53× | ||
| Q4 24 | 1.34× | 2.34× | ||
| Q3 24 | 1.07× | 1.28× | ||
| Q2 24 | 1.02× | 1.14× | ||
| Q1 24 | 1.25× | 0.19× |
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% |
WMS
| Reportable Segment Aggregation Before Other Operating Segment | $557.3M | 80% |
| Other | $85.5M | 12% |
| Pipe | $35.5M | 5% |
| Allied Products And Other | $15.0M | 2% |
