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GROUP 1 AUTOMOTIVE INC（GPI）とUnited Rentals（URI）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
GROUP 1 AUTOMOTIVE INCの直近四半期売上が大きい（$5.4B vs $4.0B、United Rentalsの約1.4倍）。United Rentalsの純利益率が高く（13.3% vs 2.4%、差は10.9%）。United Rentalsの前年同期比売上増加率が高い（7.2% vs -1.8%）。過去8四半期でUnited Rentalsの売上複合成長率が高い（114.0% vs 7.3%）
Group 1 Automotive, Inc.はフォーチュン300にランクインする国際的な自動車小売企業で、米国と英国に自動車販売店と衝突修理センターを展開しています。新車・中古車や軽トラックの販売、金融サービス手配、整備修理サービス、車両部品販売を手がけ、2024年時点で全世界の従業員数は2万人を超えています。
United Rentals, Inc.は米国の機器レンタル企業で、2022年時点で北米市場の約16%のシェアを獲得しています。2025年現在、約4800種類、総原価約205.9億米ドルの世界最大のレンタル機器群を保有し、北米、欧州、オーストラリア、ニュージーランドに計1625の拠点を構えています。
GPI vs URI — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $5.4B | $4.0B |
| 純利益 | $130.2M | $531.0M |
| 粗利率 | 16.2% | 36.9% |
| 営業利益率 | 4.5% | 21.8% |
| 純利益率 | 2.4% | 13.3% |
| 売上前年比 | -1.8% | 7.2% |
| 純利益前年比 | — | — |
| EPS（希薄化後） | $10.82 | $8.43 |
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
| Q1 26 | $5.4B | $4.0B | ||
| Q4 25 | $5.6B | $992.0M | ||
| Q3 25 | $5.8B | $938.0M | ||
| Q2 25 | $5.7B | $872.0M | ||
| Q1 25 | $5.5B | $893.0M | ||
| Q4 24 | $5.5B | $1.0B | ||
| Q3 24 | $5.2B | $874.0M | ||
| Q2 24 | $4.7B | $870.0M |
| Q1 26 | $130.2M | $531.0M | ||
| Q4 25 | $43.6M | $653.0M | ||
| Q3 25 | $13.0M | $701.0M | ||
| Q2 25 | $140.5M | $622.0M | ||
| Q1 25 | $128.1M | $518.0M | ||
| Q4 24 | $94.7M | $689.0M | ||
| Q3 24 | $117.3M | $708.0M | ||
| Q2 24 | $138.2M | $636.0M |
| Q1 26 | 16.2% | 36.9% | ||
| Q4 25 | 15.7% | — | ||
| Q3 25 | 15.9% | — | ||
| Q2 25 | 16.4% | — | ||
| Q1 25 | 16.2% | — | ||
| Q4 24 | 15.9% | — | ||
| Q3 24 | 16.3% | — | ||
| Q2 24 | 16.3% | — |
| Q1 26 | 4.5% | 21.8% | ||
| Q4 25 | 2.5% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 4.4% | — | ||
| Q1 25 | 4.2% | 90.0% | ||
| Q4 24 | 3.5% | — | ||
| Q3 24 | 4.4% | — | ||
| Q2 24 | 5.1% | — |
| Q1 26 | 2.4% | 13.3% | ||
| Q4 25 | 0.8% | 65.8% | ||
| Q3 25 | 0.2% | 74.7% | ||
| Q2 25 | 2.5% | 71.3% | ||
| Q1 25 | 2.3% | 58.0% | ||
| Q4 24 | 1.7% | 67.6% | ||
| Q3 24 | 2.2% | 81.0% | ||
| Q2 24 | 2.9% | 73.1% |
| Q1 26 | $10.82 | $8.43 | ||
| Q4 25 | $3.75 | $10.20 | ||
| Q3 25 | $1.00 | $10.91 | ||
| Q2 25 | $10.82 | $9.59 | ||
| Q1 25 | $9.67 | $7.91 | ||
| Q4 24 | $7.15 | $10.41 | ||
| Q3 24 | $8.69 | $10.70 | ||
| Q2 24 | $10.17 | $9.54 |
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 | $41.7M | $156.0M |
| 総負債低いほど良い | — | $13.9B |
| 株主資本純資産 | $2.8B | $9.0B |
| 総資産 | — | $29.9B |
| 負債/資本比率低いほどレバレッジが低い | — | 1.55× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $41.7M | $156.0M | ||
| Q4 25 | $32.5M | $459.0M | ||
| Q3 25 | $30.8M | $512.0M | ||
| Q2 25 | $52.7M | $548.0M | ||
| Q1 25 | $70.5M | $542.0M | ||
| Q4 24 | $34.4M | $457.0M | ||
| Q3 24 | $58.7M | $479.0M | ||
| Q2 24 | $64.4M | $467.0M |
| Q1 26 | — | $13.9B | ||
| Q4 25 | $3.4B | $12.7B | ||
| Q3 25 | $3.3B | $12.6B | ||
| Q2 25 | $3.1B | $12.1B | ||
| Q1 25 | $2.7B | $11.5B | ||
| Q4 24 | $2.7B | $12.2B | ||
| Q3 24 | $2.7B | $11.9B | ||
| Q2 24 | $2.3B | $11.5B |
| Q1 26 | $2.8B | $9.0B | ||
| Q4 25 | $2.8B | $9.0B | ||
| Q3 25 | $3.1B | $9.0B | ||
| Q2 25 | $3.1B | $9.0B | ||
| Q1 25 | $3.0B | $8.8B | ||
| Q4 24 | $3.0B | $8.6B | ||
| Q3 24 | $3.0B | $8.6B | ||
| Q2 24 | $2.9B | $8.3B |
| Q1 26 | — | $29.9B | ||
| Q4 25 | $10.3B | $29.9B | ||
| Q3 25 | $10.4B | $30.1B | ||
| Q2 25 | $10.2B | $29.2B | ||
| Q1 25 | $9.9B | $28.1B | ||
| Q4 24 | $9.8B | $28.2B | ||
| Q3 24 | $10.0B | $28.4B | ||
| Q2 24 | $8.9B | $27.6B |
| Q1 26 | — | 1.55× | ||
| Q4 25 | 1.23× | 1.41× | ||
| Q3 25 | 1.06× | 1.40× | ||
| Q2 25 | 0.97× | 1.34× | ||
| Q1 25 | 0.89× | 1.31× | ||
| Q4 24 | 0.92× | 1.42× | ||
| Q3 24 | 0.91× | 1.38× | ||
| Q2 24 | 0.80× | 1.39× |
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 | — | $1.5B |
| フリーキャッシュフロー営業CF - 設備投資 | — | $1.1B |
| FCFマージンFCF / 売上 | — | 26.4% |
| 設備投資強度設備投資 / 売上 | — | — |
| キャッシュ転換率営業CF / 純利益 | — | 2.85× |
| 直近12ヶ月FCF直近4四半期 | — | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $1.5B | ||
| Q4 25 | $129.2M | $1.3B | ||
| Q3 25 | $155.0M | $1.2B | ||
| Q2 25 | $251.6M | $1.3B | ||
| Q1 25 | $158.7M | $1.4B | ||
| Q4 24 | $212.6M | $1.0B | ||
| Q3 24 | $243.9M | $1.2B | ||
| Q2 24 | $-124.1M | $1.3B |
| Q1 26 | — | $1.1B | ||
| Q4 25 | $51.4M | — | ||
| Q3 25 | $86.7M | — | ||
| Q2 25 | $179.9M | — | ||
| Q1 25 | $106.5M | — | ||
| Q4 24 | $120.1M | $471.0M | ||
| Q3 24 | $194.2M | $-168.0M | ||
| Q2 24 | $-163.8M | $-263.0M |
| Q1 26 | — | 26.4% | ||
| Q4 25 | 0.9% | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 3.2% | — | ||
| Q1 25 | 1.9% | — | ||
| Q4 24 | 2.2% | 46.2% | ||
| Q3 24 | 3.7% | -19.2% | ||
| Q2 24 | -3.5% | -30.2% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 1.3% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 1.7% | 56.6% | ||
| Q3 24 | 1.0% | 157.0% | ||
| Q2 24 | 0.8% | 175.6% |
| Q1 26 | — | 2.85× | ||
| Q4 25 | 2.96× | 1.92× | ||
| Q3 25 | 11.92× | 1.68× | ||
| Q2 25 | 1.79× | 2.14× | ||
| Q1 25 | 1.24× | 2.75× | ||
| Q4 24 | 2.24× | 1.52× | ||
| Q3 24 | 2.08× | 1.70× | ||
| Q2 24 | -0.90× | 1.99× |
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
GPI
| New vehicle retail sales | $2.6B | 47% |
| Used vehicle retail sales | $1.8B | 33% |
| Parts and service sales | $704.4M | 13% |
| Finance, insurance and other, net | $215.9M | 4% |
| Used vehicle wholesale sales | $149.5M | 3% |
URI
| Equipment rentals | $3.4B | 86% |
| Sales of rental equipment | $350.0M | 9% |
| Service and other revenues | $92.0M | 2% |
| Sales of new equipment | $84.0M | 2% |
| Contractor supplies sales | $40.0M | 1% |
