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INTERNATIONAL BANCSHARES CORP（IBOC）とUSA Compression Partners, LP（USAC）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
USA Compression Partners, LPの直近四半期売上が大きい（$252.5M vs $217.7M、INTERNATIONAL BANCSHARES CORPの約1.2倍）。INTERNATIONAL BANCSHARES CORPの純利益率が高く（62.3% vs 11.0%、差は51.3%）。INTERNATIONAL BANCSHARES CORPの前年同期比売上増加率が高い（4.5% vs 2.7%）。INTERNATIONAL BANCSHARES CORPの直近四半期フリーキャッシュフローが多い（$472.9M vs $87.7M）。過去8四半期でUSA Compression Partners, LPの売上複合成長率が高い（4.9% vs 2.8%）
インターナショナル・バンクシェアーズ・コーポレーションは米国テキサス州ラレドを本拠地とする銀行持株会社で、主要子会社はインターナショナル・バンク・オブ・コマースです。傘下の銀行子会社を通じて217の営業店舗と315台のATMを運営し、テキサス州とオクラホマ州にある88のコミュニティに金融サービスを提供しています。
USA Compression Partners, LPは米国に本拠を置く天然ガス圧縮サービスプロバイダーであり、石油・ガス業界の上流・中流・下流分野の顧客向けに、カスタム圧縮システム、保守サービス、運用支援を提供し、天然ガスの生産・加工・輸送の効率化を支えています。
IBOC vs USAC — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $217.7M | $252.5M |
| 純利益 | $106.9M | $27.8M |
| 粗利率 | — | — |
| 営業利益率 | 62.8% | 30.3% |
| 純利益率 | 62.3% | 11.0% |
| 売上前年比 | 4.5% | 2.7% |
| 純利益前年比 | -7.1% | 9.1% |
| EPS（希薄化後） | $1.71 | — |
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 | $217.7M | $252.5M | ||
| Q3 25 | $218.1M | $250.3M | ||
| Q2 25 | $208.2M | $250.1M | ||
| Q1 25 | $198.2M | $245.2M | ||
| Q4 24 | $208.3M | $245.9M | ||
| Q3 24 | $211.8M | $240.0M | ||
| Q2 24 | $207.8M | $235.3M | ||
| Q1 24 | $205.8M | $229.3M |
| Q4 25 | $106.9M | $27.8M | ||
| Q3 25 | $108.4M | $34.5M | ||
| Q2 25 | $100.1M | $28.6M | ||
| Q1 25 | $96.9M | $20.5M | ||
| Q4 24 | $115.1M | $25.4M | ||
| Q3 24 | $99.8M | $19.3M | ||
| Q2 24 | $97.0M | $31.2M | ||
| Q1 24 | $97.3M | $23.6M |
| Q4 25 | 62.8% | 30.3% | ||
| Q3 25 | 62.6% | 33.5% | ||
| Q2 25 | 60.5% | 30.6% | ||
| Q1 25 | 61.1% | 28.3% | ||
| Q4 24 | 64.2% | 30.3% | ||
| Q3 24 | 60.0% | 31.5% | ||
| Q2 24 | 60.1% | 32.9% | ||
| Q1 24 | 59.9% | 29.2% |
| Q4 25 | 62.3% | 11.0% | ||
| Q3 25 | 49.7% | 13.8% | ||
| Q2 25 | 48.1% | 11.4% | ||
| Q1 25 | 48.9% | 8.4% | ||
| Q4 24 | 71.5% | 10.3% | ||
| Q3 24 | 47.1% | 8.1% | ||
| Q2 24 | 46.7% | 13.3% | ||
| Q1 24 | 47.3% | 10.3% |
| Q4 25 | $1.71 | — | ||
| Q3 25 | $1.74 | — | ||
| Q2 25 | $1.61 | — | ||
| Q1 25 | $1.56 | — | ||
| Q4 24 | $1.85 | — | ||
| Q3 24 | $1.60 | — | ||
| Q2 24 | $1.56 | — | ||
| Q1 24 | $1.56 | — |
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 | $5.5B | $8.6M |
| 総負債低いほど良い | — | $2.5B |
| 株主資本純資産 | $3.3B | — |
| 総資産 | $16.6B | $2.6B |
| 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 | $5.5B | $8.6M | ||
| Q3 25 | $5.6B | — | ||
| Q2 25 | $5.8B | $2.0K | ||
| Q1 25 | $5.6B | $2.0K | ||
| Q4 24 | $5.4B | $14.0K | ||
| Q3 24 | $5.8B | $79.0K | ||
| Q2 24 | $5.7B | $9.0K | ||
| Q1 24 | $5.7B | $8.0K |
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | — | $2.5B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $2.5B | ||
| Q2 24 | — | $2.5B | ||
| Q1 24 | — | $2.5B |
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.1B | — | ||
| Q2 25 | $3.0B | — | ||
| Q1 25 | $2.9B | — | ||
| Q4 24 | $2.8B | — | ||
| Q3 24 | $2.7B | — | ||
| Q2 24 | $2.6B | — | ||
| Q1 24 | $2.5B | — |
| Q4 25 | $16.6B | $2.6B | ||
| Q3 25 | $16.6B | $2.7B | ||
| Q2 25 | $16.5B | $2.7B | ||
| Q1 25 | $16.3B | $2.7B | ||
| Q4 24 | $15.7B | $2.7B | ||
| Q3 24 | $15.9B | $2.8B | ||
| Q2 24 | $15.5B | $2.8B | ||
| Q1 24 | $15.4B | $2.8B |
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 | $491.1M | $139.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $472.9M | $87.7M |
| FCFマージンFCF / 売上 | 217.2% | 34.8% |
| 設備投資強度設備投資 / 売上 | 8.3% | 20.5% |
| キャッシュ転換率営業CF / 純利益 | 4.59× | 5.02× |
| 直近12ヶ月FCF直近4四半期 | $809.9M | $277.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $491.1M | $139.5M | ||
| Q3 25 | $115.2M | $75.9M | ||
| Q2 25 | $95.5M | $124.2M | ||
| Q1 25 | $140.5M | $54.7M | ||
| Q4 24 | $473.9M | $130.2M | ||
| Q3 24 | $116.5M | $48.5M | ||
| Q2 24 | $107.2M | $96.7M | ||
| Q1 24 | $135.4M | $65.9M |
| Q4 25 | $472.9M | $87.7M | ||
| Q3 25 | $112.2M | $51.9M | ||
| Q2 25 | $91.6M | $101.1M | ||
| Q1 25 | $133.1M | $36.3M | ||
| Q4 24 | $459.8M | $101.2M | ||
| Q3 24 | $109.6M | $19.8M | ||
| Q2 24 | $104.9M | $48.2M | ||
| Q1 24 | $128.9M | $-32.7M |
| Q4 25 | 217.2% | 34.8% | ||
| Q3 25 | 51.5% | 20.7% | ||
| Q2 25 | 44.0% | 40.4% | ||
| Q1 25 | 67.1% | 14.8% | ||
| Q4 24 | 220.8% | 41.1% | ||
| Q3 24 | 51.7% | 8.2% | ||
| Q2 24 | 50.5% | 20.5% | ||
| Q1 24 | 62.6% | -14.3% |
| Q4 25 | 8.3% | 20.5% | ||
| Q3 25 | 1.3% | 9.6% | ||
| Q2 25 | 1.9% | 9.3% | ||
| Q1 25 | 3.7% | 7.5% | ||
| Q4 24 | 6.8% | 11.8% | ||
| Q3 24 | 3.3% | 12.0% | ||
| Q2 24 | 1.1% | 20.6% | ||
| Q1 24 | 3.2% | 43.0% |
| Q4 25 | 4.59× | 5.02× | ||
| Q3 25 | 1.06× | 2.20× | ||
| Q2 25 | 0.95× | 4.35× | ||
| Q1 25 | 1.45× | 2.66× | ||
| Q4 24 | 4.12× | 5.12× | ||
| Q3 24 | 1.17× | 2.51× | ||
| Q2 24 | 1.11× | 3.10× | ||
| Q1 24 | 1.39× | 2.80× |
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
IBOC
セグメントデータなし
USAC
| Revenue From Contract Operations Excluding Revenue From Related Party | $231.7M | 92% |
| Entities Affiliated With Energy Transfer LP | $16.6M | 7% |
| Transferred At Point In Time | $5.4M | 2% |
