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ガートナー(IT)とMUELLER INDUSTRIES INC(MLI)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
ガートナーの直近四半期売上が大きい($1.8B vs $962.4M、MUELLER INDUSTRIES INCの約1.8倍)。MUELLER INDUSTRIES INCの純利益率が高く(16.0% vs 13.8%、差は2.2%)。MUELLER INDUSTRIES INCの前年同期比売上増加率が高い(4.2% vs 2.2%)。ガートナーの直近四半期フリーキャッシュフローが多い($270.7M vs $121.4M)。過去8四半期でガートナーの売上複合成長率が高い(9.1% vs 6.4%)
ガートナーは米国発祥のビジネス・テクノロジー分野に特化した調査・アドバイザリー企業です。大手企業、政府機関、テクノロジー企業、投資会社などを顧客に持ち、調査レポートの提供、カンファレンス開催、コンサルティングサービスを通じ、顧客の意思決定を支援しています。
Mueller Industriesは1917年創業の米国製造企業で、本社はテネシー州メンフィスに所在する。配管製品、産業用金属、空調機器を主力事業とし、2022年にフォーチュン1000にランクインした、年商数十億ドルの上場企業である。
IT vs MLI — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | ||
|---|---|---|
| 売上 | $1.8B | $962.4M |
| 純利益 | $242.2M | $153.7M |
| 粗利率 | 67.8% | — |
| 営業利益率 | 19.1% | 17.9% |
| 純利益率 | 13.8% | 16.0% |
| 売上前年比 | 2.2% | 4.2% |
| 純利益前年比 | -39.2% | 11.7% |
| EPS(希薄化後) | $3.36 | $1.37 |
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 | $1.8B | $962.4M | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.7B | $1.1B | ||
| Q1 25 | $1.5B | $1.0B | ||
| Q4 24 | $1.7B | $923.5M | ||
| Q3 24 | $1.5B | $997.8M | ||
| Q2 24 | $1.6B | $997.7M | ||
| Q1 24 | $1.5B | $849.7M |
| Q4 25 | $242.2M | $153.7M | ||
| Q3 25 | $35.4M | $208.1M | ||
| Q2 25 | $240.8M | $245.9M | ||
| Q1 25 | $210.9M | $157.4M | ||
| Q4 24 | $398.6M | $137.7M | ||
| Q3 24 | $415.0M | $168.7M | ||
| Q2 24 | $229.5M | $160.2M | ||
| Q1 24 | $210.5M | $138.4M |
| Q4 25 | 67.8% | — | ||
| Q3 25 | 69.3% | — | ||
| Q2 25 | 68.6% | — | ||
| Q1 25 | 69.4% | — | ||
| Q4 24 | 66.8% | — | ||
| Q3 24 | 68.4% | 27.6% | ||
| Q2 24 | 68.6% | 27.3% | ||
| Q1 24 | 69.4% | 28.4% |
| Q4 25 | 19.1% | 17.9% | ||
| Q3 25 | 5.7% | 25.6% | ||
| Q2 25 | 19.4% | 26.7% | ||
| Q1 25 | 18.1% | 20.6% | ||
| Q4 24 | 18.5% | 18.4% | ||
| Q3 24 | 16.6% | 20.7% | ||
| Q2 24 | 20.0% | 21.0% | ||
| Q1 24 | 18.6% | 21.6% |
| Q4 25 | 13.8% | 16.0% | ||
| Q3 25 | 2.3% | 19.3% | ||
| Q2 25 | 14.3% | 21.6% | ||
| Q1 25 | 13.7% | 15.7% | ||
| Q4 24 | 23.2% | 14.9% | ||
| Q3 24 | 28.0% | 16.9% | ||
| Q2 24 | 14.4% | 16.1% | ||
| Q1 24 | 14.3% | 16.3% |
| Q4 25 | $3.36 | $1.37 | ||
| Q3 25 | $0.47 | $1.88 | ||
| Q2 25 | $3.11 | $2.22 | ||
| Q1 25 | $2.71 | $1.39 | ||
| Q4 24 | $5.08 | $1.21 | ||
| Q3 24 | $5.32 | $1.48 | ||
| Q2 24 | $2.93 | $1.41 | ||
| Q1 24 | $2.67 | $1.21 |
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 | $1.7B | $1.4B |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $319.9M | $3.2B |
| 総資産 | $8.1B | $3.7B |
| 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 | $1.7B | $1.4B | ||
| Q3 25 | $1.4B | $1.3B | ||
| Q2 25 | $2.2B | $1.1B | ||
| Q1 25 | $2.1B | $873.6M | ||
| Q4 24 | $1.9B | $1.1B | ||
| Q3 24 | $1.8B | $969.6M | ||
| Q2 24 | $1.2B | $825.7M | ||
| Q1 24 | $1.2B | $1.4B |
| Q4 25 | $319.9M | $3.2B | ||
| Q3 25 | $556.6M | $3.1B | ||
| Q2 25 | $1.5B | $2.9B | ||
| Q1 25 | $1.5B | $2.7B | ||
| Q4 24 | $1.4B | $2.8B | ||
| Q3 24 | $1.1B | $2.7B | ||
| Q2 24 | $646.7M | $2.5B | ||
| Q1 24 | $718.2M | $2.4B |
| Q4 25 | $8.1B | $3.7B | ||
| Q3 25 | $7.2B | $3.7B | ||
| Q2 25 | $8.3B | $3.5B | ||
| Q1 25 | $8.5B | $3.2B | ||
| Q4 24 | $8.5B | $3.3B | ||
| Q3 24 | $7.8B | $3.2B | ||
| Q2 24 | $7.4B | $3.1B | ||
| Q1 24 | $7.7B | $2.9B |
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 | $294.5M | $141.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $270.7M | $121.4M |
| FCFマージンFCF / 売上 | 15.4% | 12.6% |
| 設備投資強度設備投資 / 売上 | 1.4% | 2.1% |
| キャッシュ転換率営業CF / 純利益 | 1.22× | 0.92× |
| 直近12ヶ月FCF直近4四半期 | $1.2B | $686.6M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $294.5M | $141.2M | ||
| Q3 25 | $298.7M | $310.1M | ||
| Q2 25 | $383.6M | $190.6M | ||
| Q1 25 | $313.5M | $113.6M | ||
| Q4 24 | $335.4M | $140.1M | ||
| Q3 24 | $590.8M | $231.4M | ||
| Q2 24 | $370.0M | $100.8M | ||
| Q1 24 | $188.8M | $173.6M |
| Q4 25 | $270.7M | $121.4M | ||
| Q3 25 | $269.3M | $291.8M | ||
| Q2 25 | $347.3M | $176.5M | ||
| Q1 25 | $287.9M | $97.0M | ||
| Q4 24 | $311.4M | $111.2M | ||
| Q3 24 | $565.0M | $205.7M | ||
| Q2 24 | $340.6M | $91.6M | ||
| Q1 24 | $166.2M | $157.2M |
| Q4 25 | 15.4% | 12.6% | ||
| Q3 25 | 17.7% | 27.1% | ||
| Q2 25 | 20.6% | 15.5% | ||
| Q1 25 | 18.8% | 9.7% | ||
| Q4 24 | 18.2% | 12.0% | ||
| Q3 24 | 38.1% | 20.6% | ||
| Q2 24 | 21.4% | 9.2% | ||
| Q1 24 | 11.3% | 18.5% |
| Q4 25 | 1.4% | 2.1% | ||
| Q3 25 | 1.9% | 1.7% | ||
| Q2 25 | 2.1% | 1.2% | ||
| Q1 25 | 1.7% | 1.7% | ||
| Q4 24 | 1.4% | 3.1% | ||
| Q3 24 | 1.7% | 2.6% | ||
| Q2 24 | 1.8% | 0.9% | ||
| Q1 24 | 1.5% | 1.9% |
| Q4 25 | 1.22× | 0.92× | ||
| Q3 25 | 8.45× | 1.49× | ||
| Q2 25 | 1.59× | 0.78× | ||
| Q1 25 | 1.49× | 0.72× | ||
| Q4 24 | 0.84× | 1.02× | ||
| Q3 24 | 1.42× | 1.37× | ||
| Q2 24 | 1.61× | 0.63× | ||
| Q1 24 | 0.90× | 1.25× |
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
IT
| Transferred Over Time | $1.3B | 73% |
| Conferences | $286.2M | 16% |
| Consulting | $133.6M | 8% |
| Other | $52.3M | 3% |
MLI
| Tube And Fittings | $484.6M | 50% |
| Industrial Metals | $252.2M | 26% |
| Valves And Plumbing Specialties | $122.5M | 13% |
| Flex Duct And Other HVAC Components | $80.8M | 8% |
| Other Products | $14.9M | 2% |