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IES Holdings, Inc.（IESC）とRithm Capital Corp.（RITM）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 $828.2M、Rithm Capital Corp.の約1.1倍）。Rithm Capital Corp.の純利益率が高く（13.2% vs 10.5%、差は2.7%）。Rithm Capital Corp.の前年同期比売上増加率が高い（508.5% vs 16.2%）。過去8四半期でIES Holdings, Inc.の売上複合成長率が高い（11.1% vs -17.9%）
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。
Rithm Capital Corp.はアメリカ合衆国ニューヨークに本社を置く投資運用会社で、不動産投資とオルタナティブ投資を主力事業としています。専門的な投資調査チームと豊富な市場経験を基に、投資家に長期的かつ安定したリターンの提供を目指しています。
IESC vs RITM — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $871.0M | $828.2M |
| 純利益 | $91.8M | $109.5M |
| 粗利率 | 25.3% | — |
| 営業利益率 | 11.2% | 29.9% |
| 純利益率 | 10.5% | 13.2% |
| 売上前年比 | 16.2% | 508.5% |
| 純利益前年比 | 59.1% | 27.7% |
| EPS（希薄化後） | $4.51 | $0.12 |
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 | — | $828.2M | ||
| Q4 25 | $871.0M | $1.5B | ||
| Q3 25 | $897.8M | $1.1B | ||
| Q2 25 | $890.2M | $1.2B | ||
| Q1 25 | $834.0M | $768.4M | ||
| Q4 24 | $749.5M | $2.1B | ||
| Q3 24 | $775.8M | $619.5M | ||
| Q2 24 | $768.4M | $1.2B |
| Q1 26 | — | $109.5M | ||
| Q4 25 | $91.8M | $85.0M | ||
| Q3 25 | $102.3M | $221.5M | ||
| Q2 25 | $79.3M | $311.7M | ||
| Q1 25 | $72.6M | $78.8M | ||
| Q4 24 | $57.7M | $290.2M | ||
| Q3 24 | $65.5M | $121.7M | ||
| Q2 24 | $66.6M | $235.6M |
| Q1 26 | — | — | ||
| Q4 25 | 25.3% | — | ||
| Q3 25 | 26.0% | — | ||
| Q2 25 | 26.9% | — | ||
| Q1 25 | 25.0% | — | ||
| Q4 24 | 23.8% | — | ||
| Q3 24 | 24.0% | — | ||
| Q2 24 | 25.3% | — |
| Q1 26 | — | 29.9% | ||
| Q4 25 | 11.2% | 13.8% | ||
| Q3 25 | 11.6% | 21.4% | ||
| Q2 25 | 12.6% | 25.2% | ||
| Q1 25 | 11.1% | 7.4% | ||
| Q4 24 | 10.0% | 23.8% | ||
| Q3 24 | 9.7% | 7.3% | ||
| Q2 24 | 11.7% | 23.6% |
| Q1 26 | — | 13.2% | ||
| Q4 25 | 10.5% | 5.7% | ||
| Q3 25 | 11.4% | 20.0% | ||
| Q2 25 | 8.9% | 25.6% | ||
| Q1 25 | 8.7% | 10.3% | ||
| Q4 24 | 7.7% | 14.0% | ||
| Q3 24 | 8.4% | 19.7% | ||
| Q2 24 | 8.7% | 19.2% |
| Q1 26 | — | $0.12 | ||
| Q4 25 | $4.51 | $0.09 | ||
| Q3 25 | $4.99 | $0.35 | ||
| Q2 25 | $3.81 | $0.53 | ||
| Q1 25 | $3.50 | $0.07 | ||
| Q4 24 | $2.72 | $0.50 | ||
| Q3 24 | $3.06 | $0.20 | ||
| Q2 24 | $2.67 | $0.43 |
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 | $258.7M | — |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $961.1M | $9.1B |
| 総資産 | $1.7B | $53.4B |
| 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
| Q1 26 | — | — | ||
| Q4 25 | $258.7M | $1.8B | ||
| Q3 25 | $231.8M | $1.6B | ||
| Q2 25 | $168.3M | $1.6B | ||
| Q1 25 | $88.3M | $1.5B | ||
| Q4 24 | $112.0M | $1.5B | ||
| Q3 24 | $135.8M | $1.6B | ||
| Q2 24 | $44.9M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
| Q1 26 | — | $9.1B | ||
| Q4 25 | $961.1M | $8.4B | ||
| Q3 25 | $884.0M | $8.5B | ||
| Q2 25 | $781.4M | $7.9B | ||
| Q1 25 | $705.8M | $7.8B | ||
| Q4 24 | $652.4M | $7.8B | ||
| Q3 24 | $611.1M | $7.7B | ||
| Q2 24 | $567.5M | $7.3B |
| Q1 26 | — | $53.4B | ||
| Q4 25 | $1.7B | $53.1B | ||
| Q3 25 | $1.6B | $47.2B | ||
| Q2 25 | $1.5B | $44.3B | ||
| Q1 25 | $1.4B | $45.3B | ||
| Q4 24 | $1.3B | $46.0B | ||
| Q3 24 | $1.2B | $42.3B | ||
| Q2 24 | $1.2B | $42.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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 | $27.7M | — |
| フリーキャッシュフロー営業CF - 設備投資 | $-18.9M | — |
| FCFマージンFCF / 売上 | -2.2% | — |
| 設備投資強度設備投資 / 売上 | 5.3% | — |
| キャッシュ転換率営業CF / 純利益 | 0.30× | — |
| 直近12ヶ月FCF直近4四半期 | $175.9M | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $27.7M | $-114.6M | ||
| Q3 25 | $132.0M | $-2.0B | ||
| Q2 25 | $92.0M | $-557.1M | ||
| Q1 25 | $24.8M | $1.4B | ||
| Q4 24 | $37.3M | $-1.8B | ||
| Q3 24 | $92.8M | $768.1M | ||
| Q2 24 | $82.9M | $-55.7M |
| Q1 26 | — | — | ||
| Q4 25 | $-18.9M | — | ||
| Q3 25 | $112.0M | — | ||
| Q2 25 | $74.8M | — | ||
| Q1 25 | $7.9M | — | ||
| Q4 24 | $24.1M | — | ||
| Q3 24 | $78.5M | — | ||
| Q2 24 | $65.4M | — |
| Q1 26 | — | — | ||
| Q4 25 | -2.2% | — | ||
| Q3 25 | 12.5% | — | ||
| Q2 25 | 8.4% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 10.1% | — | ||
| Q2 24 | 8.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 5.3% | — | ||
| Q3 25 | 2.2% | — | ||
| Q2 25 | 1.9% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.8% | — | ||
| Q2 24 | 2.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.30× | -1.35× | ||
| Q3 25 | 1.29× | -9.22× | ||
| Q2 25 | 1.16× | -1.79× | ||
| Q1 25 | 0.34× | 18.03× | ||
| Q4 24 | 0.65× | -6.04× | ||
| Q3 24 | 1.42× | 6.31× | ||
| Q2 24 | 1.24× | -0.24× |
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
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
