vs
Hims & Hers Health, Inc.（HIMS）とIES Holdings, Inc.（IESC）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
IES Holdings, Inc.の直近四半期売上が大きい（$871.0M vs $617.8M、Hims & Hers Health, Inc.の約1.4倍）。IES Holdings, Inc.の純利益率が高く（10.5% vs 3.3%、差は7.2%）。Hims & Hers Health, Inc.の前年同期比売上増加率が高い（28.4% vs 16.2%）。Hims & Hers Health, Inc.の直近四半期フリーキャッシュフローが多い（$-2.5M vs $-18.9M）。過去8四半期でHims & Hers Health, Inc.の売上複合成長率が高い（49.0% vs 11.1%）
ヒムズ・アンド・ハーズ・ヘルス社は2017年設立の米国発の遠隔医療企業です。処方箋医薬品、一般用医薬品のほか、パーソナルケア商品を取り扱い、オンラインで手軽に健康関連の商品やサービスを利用できる環境を提供しています。
IES Holdings, Inc.は旧社名Integrated Electrical Services, Inc.で、統合電気・技術システムの設計・設置を手がけるほか、データセンター、住宅、商業施設・工業施設など多様な末端市場向けにインフラ関連製品・サービスを提供している。
HIMS vs IESC — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $617.8M | $871.0M |
| 純利益 | $20.6M | $91.8M |
| 粗利率 | 71.9% | 25.3% |
| 営業利益率 | 1.5% | 11.2% |
| 純利益率 | 3.3% | 10.5% |
| 売上前年比 | 28.4% | 16.2% |
| 純利益前年比 | -20.8% | 59.1% |
| EPS（希薄化後） | $0.08 | $4.51 |
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 | $617.8M | $871.0M | ||
| Q3 25 | $599.0M | $897.8M | ||
| Q2 25 | $544.8M | $890.2M | ||
| Q1 25 | $586.0M | $834.0M | ||
| Q4 24 | $481.1M | $749.5M | ||
| Q3 24 | $401.6M | $775.8M | ||
| Q2 24 | $315.6M | $768.4M | ||
| Q1 24 | $278.2M | $705.7M |
| Q4 25 | $20.6M | $91.8M | ||
| Q3 25 | $15.8M | $102.3M | ||
| Q2 25 | $42.5M | $79.3M | ||
| Q1 25 | $49.5M | $72.6M | ||
| Q4 24 | $26.0M | $57.7M | ||
| Q3 24 | $75.6M | $65.5M | ||
| Q2 24 | $13.3M | $66.6M | ||
| Q1 24 | $11.1M | $56.8M |
| Q4 25 | 71.9% | 25.3% | ||
| Q3 25 | 73.8% | 26.0% | ||
| Q2 25 | 76.4% | 26.9% | ||
| Q1 25 | 73.5% | 25.0% | ||
| Q4 24 | 76.8% | 23.8% | ||
| Q3 24 | 79.2% | 24.0% | ||
| Q2 24 | 81.3% | 25.3% | ||
| Q1 24 | 82.4% | 24.3% |
| Q4 25 | 1.5% | 11.2% | ||
| Q3 25 | 2.0% | 11.6% | ||
| Q2 25 | 4.9% | 12.6% | ||
| Q1 25 | 9.9% | 11.1% | ||
| Q4 24 | 3.9% | 10.0% | ||
| Q3 24 | 5.6% | 9.7% | ||
| Q2 24 | 3.5% | 11.7% | ||
| Q1 24 | 3.6% | 11.0% |
| Q4 25 | 3.3% | 10.5% | ||
| Q3 25 | 2.6% | 11.4% | ||
| Q2 25 | 7.8% | 8.9% | ||
| Q1 25 | 8.4% | 8.7% | ||
| Q4 24 | 5.4% | 7.7% | ||
| Q3 24 | 18.8% | 8.4% | ||
| Q2 24 | 4.2% | 8.7% | ||
| Q1 24 | 4.0% | 8.0% |
| Q4 25 | $0.08 | $4.51 | ||
| Q3 25 | $0.06 | $4.99 | ||
| Q2 25 | $0.17 | $3.81 | ||
| Q1 25 | $0.20 | $3.50 | ||
| Q4 24 | $0.10 | $2.72 | ||
| Q3 24 | $0.32 | $3.06 | ||
| Q2 24 | $0.06 | $2.67 | ||
| Q1 24 | $0.05 | $2.29 |
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 | $228.6M | $258.7M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $540.9M | $961.1M |
| 総資産 | $2.2B | $1.7B |
| 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 | $228.6M | $258.7M | ||
| Q3 25 | $345.8M | $231.8M | ||
| Q2 25 | $1.1B | $168.3M | ||
| Q1 25 | $273.7M | $88.3M | ||
| Q4 24 | $220.6M | $112.0M | ||
| Q3 24 | $165.5M | $135.8M | ||
| Q2 24 | $129.3M | $44.9M | ||
| Q1 24 | $105.2M | $106.0M |
| Q4 25 | $540.9M | $961.1M | ||
| Q3 25 | $581.0M | $884.0M | ||
| Q2 25 | $562.7M | $781.4M | ||
| Q1 25 | $549.3M | $705.8M | ||
| Q4 24 | $476.7M | $652.4M | ||
| Q3 24 | $440.1M | $611.1M | ||
| Q2 24 | $362.0M | $567.5M | ||
| Q1 24 | $344.5M | $534.8M |
| Q4 25 | $2.2B | $1.7B | ||
| Q3 25 | $2.2B | $1.6B | ||
| Q2 25 | $1.9B | $1.5B | ||
| Q1 25 | $891.7M | $1.4B | ||
| Q4 24 | $707.5M | $1.3B | ||
| Q3 24 | $602.3M | $1.2B | ||
| Q2 24 | $480.5M | $1.2B | ||
| Q1 24 | $448.1M | $1.1B |
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 | $61.3M | $27.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $-2.5M | $-18.9M |
| FCFマージンFCF / 売上 | -0.4% | -2.2% |
| 設備投資強度設備投資 / 売上 | 10.3% | 5.3% |
| キャッシュ転換率営業CF / 純利益 | 2.98× | 0.30× |
| 直近12ヶ月FCF直近4四半期 | $57.4M | $175.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $61.3M | $27.7M | ||
| Q3 25 | $148.7M | $132.0M | ||
| Q2 25 | $-19.1M | $92.0M | ||
| Q1 25 | $109.1M | $24.8M | ||
| Q4 24 | $86.4M | $37.3M | ||
| Q3 24 | $85.3M | $92.8M | ||
| Q2 24 | $53.6M | $82.9M | ||
| Q1 24 | $25.8M | $33.7M |
| Q4 25 | $-2.5M | $-18.9M | ||
| Q3 25 | $79.3M | $112.0M | ||
| Q2 25 | $-69.5M | $74.8M | ||
| Q1 25 | $50.1M | $7.9M | ||
| Q4 24 | $59.5M | $24.1M | ||
| Q3 24 | $79.4M | $78.5M | ||
| Q2 24 | $47.6M | $65.4M | ||
| Q1 24 | $11.8M | $26.9M |
| Q4 25 | -0.4% | -2.2% | ||
| Q3 25 | 13.2% | 12.5% | ||
| Q2 25 | -12.8% | 8.4% | ||
| Q1 25 | 8.5% | 0.9% | ||
| Q4 24 | 12.4% | 3.2% | ||
| Q3 24 | 19.8% | 10.1% | ||
| Q2 24 | 15.1% | 8.5% | ||
| Q1 24 | 4.3% | 3.8% |
| Q4 25 | 10.3% | 5.3% | ||
| Q3 25 | 11.6% | 2.2% | ||
| Q2 25 | 9.3% | 1.9% | ||
| Q1 25 | 10.1% | 2.0% | ||
| Q4 24 | 5.6% | 1.8% | ||
| Q3 24 | 1.5% | 1.8% | ||
| Q2 24 | 1.9% | 2.3% | ||
| Q1 24 | 5.0% | 1.0% |
| Q4 25 | 2.98× | 0.30× | ||
| Q3 25 | 9.43× | 1.29× | ||
| Q2 25 | -0.45× | 1.16× | ||
| Q1 25 | 2.20× | 0.34× | ||
| Q4 24 | 3.32× | 0.65× | ||
| Q3 24 | 1.13× | 1.42× | ||
| Q2 24 | 4.03× | 1.24× | ||
| Q1 24 | 2.32× | 0.59× |
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
HIMS
セグメントデータなし
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
