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Hims & Hers Health, Inc.（HIMS）とLCI INDUSTRIES（LCII）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
LCI INDUSTRIESの直近四半期売上が大きい（$932.7M vs $617.8M、Hims & Hers Health, Inc.の約1.5倍）。Hims & Hers Health, Inc.の純利益率が高く（3.3% vs 2.0%、差は1.3%）。Hims & Hers Health, Inc.の前年同期比売上増加率が高い（28.4% vs 16.1%）。LCI INDUSTRIESの直近四半期フリーキャッシュフローが多い（$64.3M vs $-2.5M）。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 -1.8%）
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。
ラッキーコア・インダストリーズ・リミテッドは旧ICIパキスタンとして知られるパキスタンの複合企業グループで、本社をカラチに置き、ポリエステル、医薬品、農業化学品、ソーダ灰、獣医薬品などの製造・供給を行っています。
HIMS vs LCII — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $617.8M | $932.7M |
| 純利益 | $20.6M | $18.7M |
| 粗利率 | 71.9% | 22.1% |
| 営業利益率 | 1.5% | 3.8% |
| 純利益率 | 3.3% | 2.0% |
| 売上前年比 | 28.4% | 16.1% |
| 純利益前年比 | -20.8% | 95.7% |
| EPS（希薄化後） | $0.08 | $0.79 |
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 | $932.7M | ||
| Q3 25 | $599.0M | $1.0B | ||
| Q2 25 | $544.8M | $1.1B | ||
| Q1 25 | $586.0M | $1.0B | ||
| Q4 24 | $481.1M | $803.1M | ||
| Q3 24 | $401.6M | $915.5M | ||
| Q2 24 | $315.6M | $1.1B | ||
| Q1 24 | $278.2M | $968.0M |
| Q4 25 | $20.6M | $18.7M | ||
| Q3 25 | $15.8M | $62.5M | ||
| Q2 25 | $42.5M | $57.6M | ||
| Q1 25 | $49.5M | $49.4M | ||
| Q4 24 | $26.0M | $9.5M | ||
| Q3 24 | $75.6M | $35.6M | ||
| Q2 24 | $13.3M | $61.2M | ||
| Q1 24 | $11.1M | $36.5M |
| Q4 25 | 71.9% | 22.1% | ||
| Q3 25 | 73.8% | 24.4% | ||
| Q2 25 | 76.4% | 24.4% | ||
| Q1 25 | 73.5% | 24.1% | ||
| Q4 24 | 76.8% | 21.1% | ||
| Q3 24 | 79.2% | 24.0% | ||
| Q2 24 | 81.3% | 25.3% | ||
| Q1 24 | 82.4% | 23.1% |
| Q4 25 | 1.5% | 3.8% | ||
| Q3 25 | 2.0% | 7.3% | ||
| Q2 25 | 4.9% | 7.9% | ||
| Q1 25 | 9.9% | 7.8% | ||
| Q4 24 | 3.9% | 2.0% | ||
| Q3 24 | 5.6% | 5.9% | ||
| Q2 24 | 3.5% | 8.6% | ||
| Q1 24 | 3.6% | 6.0% |
| Q4 25 | 3.3% | 2.0% | ||
| Q3 25 | 2.6% | 6.0% | ||
| Q2 25 | 7.8% | 5.2% | ||
| Q1 25 | 8.4% | 4.7% | ||
| Q4 24 | 5.4% | 1.2% | ||
| Q3 24 | 18.8% | 3.9% | ||
| Q2 24 | 4.2% | 5.8% | ||
| Q1 24 | 4.0% | 3.8% |
| Q4 25 | $0.08 | $0.79 | ||
| Q3 25 | $0.06 | $2.55 | ||
| Q2 25 | $0.17 | $2.29 | ||
| Q1 25 | $0.20 | $1.94 | ||
| Q4 24 | $0.10 | $0.37 | ||
| Q3 24 | $0.32 | $1.39 | ||
| Q2 24 | $0.06 | $2.40 | ||
| Q1 24 | $0.05 | $1.44 |
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 | $222.6M |
| 総負債低いほど良い | — | $945.2M |
| 株主資本純資産 | $540.9M | $1.4B |
| 総資産 | $2.2B | $3.2B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.69× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $228.6M | $222.6M | ||
| Q3 25 | $345.8M | $199.7M | ||
| Q2 25 | $1.1B | $191.9M | ||
| Q1 25 | $273.7M | $231.2M | ||
| Q4 24 | $220.6M | $165.8M | ||
| Q3 24 | $165.5M | $161.2M | ||
| Q2 24 | $129.3M | $130.4M | ||
| Q1 24 | $105.2M | $22.6M |
| Q4 25 | — | $945.2M | ||
| Q3 25 | — | $947.8M | ||
| Q2 25 | — | $948.0M | ||
| Q1 25 | — | $938.3M | ||
| Q4 24 | — | $757.3M | ||
| Q3 24 | — | $822.5M | ||
| Q2 24 | — | $829.7M | ||
| Q1 24 | — | $855.3M |
| Q4 25 | $540.9M | $1.4B | ||
| Q3 25 | $581.0M | $1.4B | ||
| Q2 25 | $562.7M | $1.4B | ||
| Q1 25 | $549.3M | $1.4B | ||
| Q4 24 | $476.7M | $1.4B | ||
| Q3 24 | $440.1M | $1.4B | ||
| Q2 24 | $362.0M | $1.4B | ||
| Q1 24 | $344.5M | $1.4B |
| Q4 25 | $2.2B | $3.2B | ||
| Q3 25 | $2.2B | $3.2B | ||
| Q2 25 | $1.9B | $3.2B | ||
| Q1 25 | $891.7M | $3.1B | ||
| Q4 24 | $707.5M | $2.9B | ||
| Q3 24 | $602.3M | $3.0B | ||
| Q2 24 | $480.5M | $3.0B | ||
| Q1 24 | $448.1M | $3.0B |
| Q4 25 | — | 0.69× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 0.68× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.55× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | — | 0.60× | ||
| Q1 24 | — | 0.63× |
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 | $78.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $-2.5M | $64.3M |
| FCFマージンFCF / 売上 | -0.4% | 6.9% |
| 設備投資強度設備投資 / 売上 | 10.3% | 1.6% |
| キャッシュ転換率営業CF / 純利益 | 2.98× | 4.22× |
| 直近12ヶ月FCF直近4四半期 | $57.4M | $278.3M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $61.3M | $78.9M | ||
| Q3 25 | $148.7M | $97.2M | ||
| Q2 25 | $-19.1M | $112.2M | ||
| Q1 25 | $109.1M | $42.7M | ||
| Q4 24 | $86.4M | $106.6M | ||
| Q3 24 | $85.3M | $78.4M | ||
| Q2 24 | $53.6M | $192.9M | ||
| Q1 24 | $25.8M | $-7.7M |
| Q4 25 | $-2.5M | $64.3M | ||
| Q3 25 | $79.3M | $80.9M | ||
| Q2 25 | $-69.5M | $99.5M | ||
| Q1 25 | $50.1M | $33.7M | ||
| Q4 24 | $59.5M | $95.7M | ||
| Q3 24 | $79.4M | $68.3M | ||
| Q2 24 | $47.6M | $180.2M | ||
| Q1 24 | $11.8M | $-16.3M |
| Q4 25 | -0.4% | 6.9% | ||
| Q3 25 | 13.2% | 7.8% | ||
| Q2 25 | -12.8% | 9.0% | ||
| Q1 25 | 8.5% | 3.2% | ||
| Q4 24 | 12.4% | 11.9% | ||
| Q3 24 | 19.8% | 7.5% | ||
| Q2 24 | 15.1% | 17.1% | ||
| Q1 24 | 4.3% | -1.7% |
| Q4 25 | 10.3% | 1.6% | ||
| Q3 25 | 11.6% | 1.6% | ||
| Q2 25 | 9.3% | 1.2% | ||
| Q1 25 | 10.1% | 0.9% | ||
| Q4 24 | 5.6% | 1.4% | ||
| Q3 24 | 1.5% | 1.1% | ||
| Q2 24 | 1.9% | 1.2% | ||
| Q1 24 | 5.0% | 0.9% |
| Q4 25 | 2.98× | 4.22× | ||
| Q3 25 | 9.43× | 1.55× | ||
| Q2 25 | -0.45× | 1.95× | ||
| Q1 25 | 2.20× | 0.86× | ||
| Q4 24 | 3.32× | 11.17× | ||
| Q3 24 | 1.13× | 2.20× | ||
| Q2 24 | 4.03× | 3.15× | ||
| Q1 24 | 2.32× | -0.21× |
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
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
