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GRIFFON CORP（GFF）とUbiquiti Inc.（UI）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
Ubiquiti Inc.の直近四半期売上が大きい（$814.9M vs $649.1M、GRIFFON CORPの約1.3倍）。Ubiquiti Inc.の純利益率が高く（28.7% vs 9.9%、差は18.7%）。Ubiquiti Inc.の前年同期比売上増加率が高い（35.8% vs 2.6%）。Ubiquiti Inc.の直近四半期フリーキャッシュフローが多い（$260.3M vs $99.3M）。過去8四半期でUbiquiti Inc.の売上複合成長率が高い（28.6% vs -1.8%）
グリフォン・コーポレーションはニューヨークに本社を置く多国籍複合企業で、多角化経営の持株会社として事業を展開しています。傘下にAmes True Temper、ClosetMaid、クロペイ建築製品、CornellCooksonの4つの子会社を持ち、1961年からニューヨーク証券取引所に上場しており、S&Pスモールキャップ600、S&Pコンポジット1500、ラッセル2000の各指数の構成銘柄です。
Ubiquiti Inc.は2003年に米国カリフォルニア州サンノゼで設立されたテクノロジー企業で、現在はニューヨークに本社を置いています。複数のブランドを展開し、企業および一般家庭向けの有線・無線データ通信機器の製造・販売を事業の柱としています。
GFF vs UI — 直接比較
損益計算書 — Q1 FY2026 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $649.1M | $814.9M |
| 純利益 | $64.4M | $233.6M |
| 粗利率 | 41.1% | 45.9% |
| 営業利益率 | 17.5% | 35.9% |
| 純利益率 | 9.9% | 28.7% |
| 売上前年比 | 2.6% | 35.8% |
| 純利益前年比 | -9.1% | 70.8% |
| EPS（希薄化後） | $1.41 | $3.86 |
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 | $649.1M | $814.9M | ||
| Q3 25 | $662.2M | $733.8M | ||
| Q2 25 | $613.6M | $759.2M | ||
| Q1 25 | $611.7M | $664.2M | ||
| Q4 24 | $632.4M | $599.9M | ||
| Q3 24 | $659.7M | $550.3M | ||
| Q2 24 | $647.8M | $507.5M | ||
| Q1 24 | $672.9M | $493.0M |
| Q4 25 | $64.4M | $233.6M | ||
| Q3 25 | $43.6M | $207.9M | ||
| Q2 25 | $-120.1M | $266.7M | ||
| Q1 25 | $56.8M | $180.4M | ||
| Q4 24 | $70.9M | $136.8M | ||
| Q3 24 | $62.5M | $128.0M | ||
| Q2 24 | $41.1M | $103.8M | ||
| Q1 24 | $64.1M | $76.3M |
| Q4 25 | 41.1% | 45.9% | ||
| Q3 25 | 41.7% | 46.0% | ||
| Q2 25 | 43.2% | 45.1% | ||
| Q1 25 | 41.2% | 44.5% | ||
| Q4 24 | 41.8% | 41.2% | ||
| Q3 24 | 39.9% | 42.1% | ||
| Q2 24 | 38.5% | 40.2% | ||
| Q1 24 | 40.2% | 35.3% |
| Q4 25 | 17.5% | 35.9% | ||
| Q3 25 | 18.0% | 35.7% | ||
| Q2 25 | -20.5% | 34.4% | ||
| Q1 25 | 16.5% | 34.2% | ||
| Q4 24 | 17.7% | 29.8% | ||
| Q3 24 | 16.9% | 30.7% | ||
| Q2 24 | 13.8% | 27.3% | ||
| Q1 24 | 16.9% | 22.6% |
| Q4 25 | 9.9% | 28.7% | ||
| Q3 25 | 6.6% | 28.3% | ||
| Q2 25 | -19.6% | 35.1% | ||
| Q1 25 | 9.3% | 27.2% | ||
| Q4 24 | 11.2% | 22.8% | ||
| Q3 24 | 9.5% | 23.3% | ||
| Q2 24 | 6.3% | 20.5% | ||
| Q1 24 | 9.5% | 15.5% |
| Q4 25 | $1.41 | $3.86 | ||
| Q3 25 | $1.04 | $3.43 | ||
| Q2 25 | $-2.65 | $4.40 | ||
| Q1 25 | $1.21 | $2.98 | ||
| Q4 24 | $1.49 | $2.26 | ||
| Q3 24 | $1.29 | $2.12 | ||
| Q2 24 | $0.84 | $1.72 | ||
| Q1 24 | $1.28 | $1.26 |
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 | $95.3M | $302.8M |
| 総負債低いほど良い | — | $47.5M |
| 株主資本純資産 | $108.9M | $1.0B |
| 総資産 | $2.1B | $1.6B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.05× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $95.3M | $302.8M | ||
| Q3 25 | $99.0M | $177.2M | ||
| Q2 25 | $107.3M | $149.7M | ||
| Q1 25 | $127.8M | $151.0M | ||
| Q4 24 | $152.0M | $133.1M | ||
| Q3 24 | $114.4M | $165.2M | ||
| Q2 24 | $133.5M | $126.3M | ||
| Q1 24 | $123.0M | $102.5M |
| Q4 25 | — | $47.5M | ||
| Q3 25 | — | $133.8M | ||
| Q2 25 | $1.5B | $250.0M | ||
| Q1 25 | $1.5B | $340.0M | ||
| Q4 24 | $1.5B | $406.3M | ||
| Q3 24 | $1.5B | $552.5M | ||
| Q2 24 | $1.5B | $708.1M | ||
| Q1 24 | $1.6B | $877.5M |
| Q4 25 | $108.9M | $1.0B | ||
| Q3 25 | $74.0M | $828.4M | ||
| Q2 25 | $63.9M | $668.3M | ||
| Q1 25 | $214.7M | $436.1M | ||
| Q4 24 | $227.8M | $290.4M | ||
| Q3 24 | $224.9M | $188.1M | ||
| Q2 24 | $223.5M | $95.1M | ||
| Q1 24 | $202.2M | $25.9M |
| Q4 25 | $2.1B | $1.6B | ||
| Q3 25 | $2.1B | $1.5B | ||
| Q2 25 | $2.1B | $1.5B | ||
| Q1 25 | $2.3B | $1.3B | ||
| Q4 24 | $2.3B | $1.2B | ||
| Q3 24 | $2.4B | $1.2B | ||
| Q2 24 | $2.4B | $1.2B | ||
| Q1 24 | $2.4B | $1.2B |
| Q4 25 | — | 0.05× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | 22.71× | 0.37× | ||
| Q1 25 | 7.16× | 0.78× | ||
| Q4 24 | 6.48× | 1.40× | ||
| Q3 24 | 6.78× | 2.94× | ||
| Q2 24 | 6.74× | 7.45× | ||
| Q1 24 | 7.84× | 33.92× |
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 | $107.0M | $263.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $99.3M | $260.3M |
| FCFマージンFCF / 売上 | 15.3% | 31.9% |
| 設備投資強度設備投資 / 売上 | 1.2% | 0.4% |
| キャッシュ転換率営業CF / 純利益 | 1.66× | 1.13× |
| 直近12ヶ月FCF直近4四半期 | $278.9M | $699.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $107.0M | $263.9M | ||
| Q3 25 | $75.0M | $198.5M | ||
| Q2 25 | $123.1M | $130.4M | ||
| Q1 25 | $16.5M | $123.6M | ||
| Q4 24 | $142.9M | $152.4M | ||
| Q3 24 | $72.1M | $233.7M | ||
| Q2 24 | $122.1M | $231.4M | ||
| Q1 24 | $39.8M | $163.9M |
| Q4 25 | $99.3M | $260.3M | ||
| Q3 25 | $62.4M | $193.3M | ||
| Q2 25 | $114.4M | $125.2M | ||
| Q1 25 | $2.8M | $120.7M | ||
| Q4 24 | $125.5M | $150.4M | ||
| Q3 24 | $51.6M | $231.1M | ||
| Q2 24 | $107.5M | $229.5M | ||
| Q1 24 | $20.8M | $160.6M |
| Q4 25 | 15.3% | 31.9% | ||
| Q3 25 | 9.4% | 26.3% | ||
| Q2 25 | 18.6% | 16.5% | ||
| Q1 25 | 0.5% | 18.2% | ||
| Q4 24 | 19.8% | 25.1% | ||
| Q3 24 | 7.8% | 42.0% | ||
| Q2 24 | 16.6% | 45.2% | ||
| Q1 24 | 3.1% | 32.6% |
| Q4 25 | 1.2% | 0.4% | ||
| Q3 25 | 1.9% | 0.7% | ||
| Q2 25 | 1.4% | 0.7% | ||
| Q1 25 | 2.2% | 0.4% | ||
| Q4 24 | 2.8% | 0.3% | ||
| Q3 24 | 3.1% | 0.5% | ||
| Q2 24 | 2.2% | 0.4% | ||
| Q1 24 | 2.8% | 0.7% |
| Q4 25 | 1.66× | 1.13× | ||
| Q3 25 | 1.72× | 0.95× | ||
| Q2 25 | — | 0.49× | ||
| Q1 25 | 0.29× | 0.68× | ||
| Q4 24 | 2.02× | 1.11× | ||
| Q3 24 | 1.15× | 1.83× | ||
| Q2 24 | 2.97× | 2.23× | ||
| Q1 24 | 0.62× | 2.15× |
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
GFF
| Consumer And Professional Products | $241.1M | 37% |
| Residential Repairand Remodel | $202.1M | 31% |
| International Excluding North America | $97.8M | 15% |
| Retail | $47.3M | 7% |
| Residential New Construction | $32.5M | 5% |
| Other | $14.2M | 2% |
| Industrial | $14.1M | 2% |
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
