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アイピージーフォトニクス（IPGP）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
アイピージーフォトニクスの直近四半期売上が大きい（$274.5M vs $252.5M、USA Compression Partners, LPの約1.1倍）。USA Compression Partners, LPの純利益率が高く（11.0% vs 4.8%、差は6.2%）。アイピージーフォトニクスの前年同期比売上増加率が高い（17.1% vs 2.7%）。USA Compression Partners, LPの直近四半期フリーキャッシュフローが多い（$87.7M vs $10.9M）。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 4.4%）
IPGフォトニクスはファイバーレーザーの大手メーカーで、同社が開発・事業化した光ファイバーレーザーは材料加工、医療、通信など多岐にわたる分野で活用されています。米国、ドイツ、ロシア、イタリアに生産拠点を構え、世界各地の顧客に高性能なレーザーソリューションを提供しています。
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。
IPGP vs USAC — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $274.5M | $252.5M |
| 純利益 | $13.3M | $27.8M |
| 粗利率 | 36.1% | — |
| 営業利益率 | 1.2% | 30.3% |
| 純利益率 | 4.8% | 11.0% |
| 売上前年比 | 17.1% | 2.7% |
| 純利益前年比 | 69.8% | 9.1% |
| EPS（希薄化後） | $0.30 | — |
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 | $274.5M | $252.5M | ||
| Q3 25 | $250.8M | $250.3M | ||
| Q2 25 | $250.7M | $250.1M | ||
| Q1 25 | $227.8M | $245.2M | ||
| Q4 24 | $234.3M | $245.9M | ||
| Q3 24 | $233.1M | $240.0M | ||
| Q2 24 | $257.6M | $235.3M | ||
| Q1 24 | $252.0M | $229.3M |
| Q4 25 | $13.3M | $27.8M | ||
| Q3 25 | $7.5M | $34.5M | ||
| Q2 25 | $6.6M | $28.6M | ||
| Q1 25 | $3.8M | $20.5M | ||
| Q4 24 | $7.8M | $25.4M | ||
| Q3 24 | $-233.6M | $19.3M | ||
| Q2 24 | $20.2M | $31.2M | ||
| Q1 24 | $24.1M | $23.6M |
| Q4 25 | 36.1% | — | ||
| Q3 25 | 39.5% | — | ||
| Q2 25 | 37.3% | — | ||
| Q1 25 | 39.4% | — | ||
| Q4 24 | 38.6% | — | ||
| Q3 24 | 23.2% | — | ||
| Q2 24 | 37.3% | — | ||
| Q1 24 | 38.7% | — |
| Q4 25 | 1.2% | 30.3% | ||
| Q3 25 | 3.1% | 33.5% | ||
| Q2 25 | 0.0% | 30.6% | ||
| Q1 25 | 0.8% | 28.3% | ||
| Q4 24 | 6.0% | 30.3% | ||
| Q3 24 | -108.7% | 31.5% | ||
| Q2 24 | 4.7% | 32.9% | ||
| Q1 24 | 7.6% | 29.2% |
| Q4 25 | 4.8% | 11.0% | ||
| Q3 25 | 3.0% | 13.8% | ||
| Q2 25 | 2.6% | 11.4% | ||
| Q1 25 | 1.6% | 8.4% | ||
| Q4 24 | 3.3% | 10.3% | ||
| Q3 24 | -100.2% | 8.1% | ||
| Q2 24 | 7.8% | 13.3% | ||
| Q1 24 | 9.6% | 10.3% |
| Q4 25 | $0.30 | — | ||
| Q3 25 | $0.18 | — | ||
| Q2 25 | $0.16 | — | ||
| Q1 25 | $0.09 | — | ||
| Q4 24 | $0.27 | — | ||
| Q3 24 | $-5.33 | — | ||
| Q2 24 | $0.45 | — | ||
| Q1 24 | $0.52 | — |
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 | $839.3M | $8.6M |
| 総負債低いほど良い | — | $2.5B |
| 株主資本純資産 | $2.1B | — |
| 総資産 | $2.4B | $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 | $839.3M | $8.6M | ||
| Q3 25 | $870.4M | — | ||
| Q2 25 | $899.6M | $2.0K | ||
| Q1 25 | $926.9M | $2.0K | ||
| Q4 24 | $930.2M | $14.0K | ||
| Q3 24 | $1.0B | $79.0K | ||
| Q2 24 | $1.1B | $9.0K | ||
| Q1 24 | $1.1B | $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 | $2.1B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.3B | — | ||
| Q1 24 | $2.3B | — |
| Q4 25 | $2.4B | $2.6B | ||
| Q3 25 | $2.4B | $2.7B | ||
| Q2 25 | $2.4B | $2.7B | ||
| Q1 25 | $2.3B | $2.7B | ||
| Q4 24 | $2.3B | $2.7B | ||
| Q3 24 | $2.4B | $2.8B | ||
| Q2 24 | $2.5B | $2.8B | ||
| Q1 24 | $2.6B | $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 | $28.8M | $139.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $10.9M | $87.7M |
| FCFマージンFCF / 売上 | 4.0% | 34.8% |
| 設備投資強度設備投資 / 売上 | 6.5% | 20.5% |
| キャッシュ転換率営業CF / 純利益 | 2.17× | 5.02× |
| 直近12ヶ月FCF直近4四半期 | $-3.5M | $277.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $28.8M | $139.5M | ||
| Q3 25 | $35.3M | $75.9M | ||
| Q2 25 | $-2.2M | $124.2M | ||
| Q1 25 | $13.4M | $54.7M | ||
| Q4 24 | $73.8M | $130.2M | ||
| Q3 24 | $66.1M | $48.5M | ||
| Q2 24 | $53.5M | $96.7M | ||
| Q1 24 | $54.6M | $65.9M |
| Q4 25 | $10.9M | $87.7M | ||
| Q3 25 | $14.6M | $51.9M | ||
| Q2 25 | $-17.6M | $101.1M | ||
| Q1 25 | $-11.4M | $36.3M | ||
| Q4 24 | $50.6M | $101.2M | ||
| Q3 24 | $43.0M | $19.8M | ||
| Q2 24 | $29.2M | $48.2M | ||
| Q1 24 | $26.5M | $-32.7M |
| Q4 25 | 4.0% | 34.8% | ||
| Q3 25 | 5.8% | 20.7% | ||
| Q2 25 | -7.0% | 40.4% | ||
| Q1 25 | -5.0% | 14.8% | ||
| Q4 24 | 21.6% | 41.1% | ||
| Q3 24 | 18.4% | 8.2% | ||
| Q2 24 | 11.3% | 20.5% | ||
| Q1 24 | 10.5% | -14.3% |
| Q4 25 | 6.5% | 20.5% | ||
| Q3 25 | 8.3% | 9.6% | ||
| Q2 25 | 6.1% | 9.3% | ||
| Q1 25 | 10.9% | 7.5% | ||
| Q4 24 | 9.9% | 11.8% | ||
| Q3 24 | 9.9% | 12.0% | ||
| Q2 24 | 9.4% | 20.6% | ||
| Q1 24 | 11.1% | 43.0% |
| Q4 25 | 2.17× | 5.02× | ||
| Q3 25 | 4.73× | 2.20× | ||
| Q2 25 | -0.34× | 4.35× | ||
| Q1 25 | 3.58× | 2.66× | ||
| Q4 24 | 9.44× | 5.12× | ||
| Q3 24 | — | 2.51× | ||
| Q2 24 | 2.65× | 3.10× | ||
| Q1 24 | 2.27× | 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
IPGP
| Materials Processing | $232.8M | 85% |
| Laser And Non Laser Systems | $38.8M | 14% |
| Transferred Over Time | $5.3M | 2% |
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% |
