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GLOBUS MEDICAL INC（GMED）とRB GLOBAL INC.（RBA）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
RB GLOBAL INC.の直近四半期売上が大きい（$1.2B vs $826.4M、GLOBUS MEDICAL INCの約1.5倍）。GLOBUS MEDICAL INCの純利益率が高く（17.0% vs 9.1%、差は7.9%）。GLOBUS MEDICAL INCの前年同期比売上増加率が高い（25.7% vs 5.4%）。GLOBUS MEDICAL INCの直近四半期フリーキャッシュフローが多い（$202.4M vs $186.5M）。過去8四半期でGLOBUS MEDICAL INCの売上複合成長率が高い（16.7% vs 6.3%）
Globus Medical, Inc.は米国ペンシルベニア州オーダボンに本社を置く上場整形外科向け医療機器企業で、筋骨格系疾患の患者の治癒を促す製品の設計・開発・商用化に注力し、外科医による治療を支援している。
リッチーブラザーズオークショニア（証券コードRBA）はカナダに登記されている上場企業で、本社は米国イリノイ州ウェストチェスターに所在し、普通株式はトロント証券取引所とニューヨーク証券取引所の両方で取引されています。
GMED vs RBA — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $826.4M | $1.2B |
| 純利益 | $140.6M | $109.7M |
| 粗利率 | 68.4% | — |
| 営業利益率 | 20.5% | 14.7% |
| 純利益率 | 17.0% | 9.1% |
| 売上前年比 | 25.7% | 5.4% |
| 純利益前年比 | 430.4% | -7.4% |
| EPS（希薄化後） | $1.01 | $0.53 |
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 | $826.4M | $1.2B | ||
| Q3 25 | $769.0M | $1.1B | ||
| Q2 25 | $745.3M | $1.2B | ||
| Q1 25 | $598.1M | $1.1B | ||
| Q4 24 | $657.3M | $1.1B | ||
| Q3 24 | $625.7M | $981.8M | ||
| Q2 24 | $629.7M | $1.1B | ||
| Q1 24 | $606.7M | $1.1B |
| Q4 25 | $140.6M | $109.7M | ||
| Q3 25 | $119.0M | $95.5M | ||
| Q2 25 | $202.8M | $109.8M | ||
| Q1 25 | $75.5M | $113.4M | ||
| Q4 24 | $26.5M | $118.5M | ||
| Q3 24 | $51.8M | $76.1M | ||
| Q2 24 | $31.8M | $111.1M | ||
| Q1 24 | $-7.1M | $107.4M |
| Q4 25 | 68.4% | — | ||
| Q3 25 | 67.2% | — | ||
| Q2 25 | 66.6% | — | ||
| Q1 25 | 67.3% | — | ||
| Q4 24 | 59.9% | — | ||
| Q3 24 | 56.8% | — | ||
| Q2 24 | 58.7% | — | ||
| Q1 24 | 60.2% | — |
| Q4 25 | 20.5% | 14.7% | ||
| Q3 25 | 17.9% | 14.5% | ||
| Q2 25 | 10.2% | 15.9% | ||
| Q1 25 | 16.2% | 17.1% | ||
| Q4 24 | 9.2% | 18.1% | ||
| Q3 24 | 7.7% | 15.6% | ||
| Q2 24 | 7.9% | 18.4% | ||
| Q1 24 | 1.3% | 18.7% |
| Q4 25 | 17.0% | 9.1% | ||
| Q3 25 | 15.5% | 8.7% | ||
| Q2 25 | 27.2% | 9.3% | ||
| Q1 25 | 12.6% | 10.2% | ||
| Q4 24 | 4.0% | 10.4% | ||
| Q3 24 | 8.3% | 7.8% | ||
| Q2 24 | 5.0% | 10.1% | ||
| Q1 24 | -1.2% | 10.1% |
| Q4 25 | $1.01 | $0.53 | ||
| Q3 25 | $0.88 | $0.43 | ||
| Q2 25 | $1.49 | $0.53 | ||
| Q1 25 | $0.54 | $0.55 | ||
| Q4 24 | $0.19 | $0.58 | ||
| Q3 24 | $0.38 | $0.36 | ||
| Q2 24 | $0.23 | $0.54 | ||
| Q1 24 | $-0.05 | $0.53 |
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 | $557.2M | $531.5M |
| 総負債低いほど良い | — | $2.3B |
| 株主資本純資産 | $4.6B | $5.6B |
| 総資産 | $5.3B | $12.1B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.42× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $557.2M | $531.5M | ||
| Q3 25 | $18.8M | $674.7M | ||
| Q2 25 | — | $710.2M | ||
| Q1 25 | — | $578.1M | ||
| Q4 24 | $890.1M | $533.9M | ||
| Q3 24 | $71.9M | $650.7M | ||
| Q2 24 | $82.5M | $599.5M | ||
| Q1 24 | $80.4M | $462.8M |
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.8B | ||
| Q1 24 | — | $2.9B |
| Q4 25 | $4.6B | $5.6B | ||
| Q3 25 | $4.4B | $5.5B | ||
| Q2 25 | $4.3B | $5.5B | ||
| Q1 25 | $4.1B | $5.3B | ||
| Q4 24 | $4.2B | $5.2B | ||
| Q3 24 | $4.1B | $5.2B | ||
| Q2 24 | $4.0B | $5.2B | ||
| Q1 24 | $3.9B | $5.1B |
| Q4 25 | $5.3B | $12.1B | ||
| Q3 25 | $5.1B | $12.2B | ||
| Q2 25 | $5.0B | $12.2B | ||
| Q1 25 | $4.7B | $11.9B | ||
| Q4 24 | $5.3B | $11.8B | ||
| Q3 24 | $5.1B | $11.9B | ||
| Q2 24 | $5.0B | $12.1B | ||
| Q1 24 | $4.9B | $12.0B |
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | — | 0.52× | ||
| Q2 24 | — | 0.55× | ||
| Q1 24 | — | 0.58× |
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 | $248.6M | $255.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $202.4M | $186.5M |
| FCFマージンFCF / 売上 | 24.5% | 15.5% |
| 設備投資強度設備投資 / 売上 | 5.6% | 5.7% |
| キャッシュ転換率営業CF / 純利益 | 1.77× | 2.33× |
| 直近12ヶ月FCF直近4四半期 | $588.8M | $719.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $248.6M | $255.2M | ||
| Q3 25 | $249.7M | $239.7M | ||
| Q2 25 | $77.9M | $326.5M | ||
| Q1 25 | $177.3M | $156.8M | ||
| Q4 24 | $210.3M | $184.5M | ||
| Q3 24 | $203.7M | $285.4M | ||
| Q2 24 | $54.3M | $337.3M | ||
| Q1 24 | $52.4M | $124.8M |
| Q4 25 | $202.4M | $186.5M | ||
| Q3 25 | $213.9M | $188.5M | ||
| Q2 25 | $31.3M | $241.7M | ||
| Q1 25 | $141.2M | $102.5M | ||
| Q4 24 | $193.2M | $127.9M | ||
| Q3 24 | $161.7M | $248.5M | ||
| Q2 24 | $26.5M | $308.6M | ||
| Q1 24 | $23.8M | $79.6M |
| Q4 25 | 24.5% | 15.5% | ||
| Q3 25 | 27.8% | 17.3% | ||
| Q2 25 | 4.2% | 20.4% | ||
| Q1 25 | 23.6% | 9.2% | ||
| Q4 24 | 29.4% | 11.2% | ||
| Q3 24 | 25.8% | 25.3% | ||
| Q2 24 | 4.2% | 28.2% | ||
| Q1 24 | 3.9% | 7.5% |
| Q4 25 | 5.6% | 5.7% | ||
| Q3 25 | 4.7% | 4.7% | ||
| Q2 25 | 6.2% | 7.2% | ||
| Q1 25 | 6.0% | 4.9% | ||
| Q4 24 | 2.6% | 5.0% | ||
| Q3 24 | 6.7% | 3.8% | ||
| Q2 24 | 4.4% | 2.6% | ||
| Q1 24 | 4.7% | 4.2% |
| Q4 25 | 1.77× | 2.33× | ||
| Q3 25 | 2.10× | 2.51× | ||
| Q2 25 | 0.38× | 2.97× | ||
| Q1 25 | 2.35× | 1.38× | ||
| Q4 24 | 7.94× | 1.56× | ||
| Q3 24 | 3.93× | 3.75× | ||
| Q2 24 | 1.71× | 3.04× | ||
| Q1 24 | — | 1.16× |
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
GMED
| Other | $391.8M | 47% |
| Nevro Merger Agreement | $293.6M | 36% |
| Enabling Technologies | $141.0M | 17% |
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |
