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ケナメタル（KMT）とMid-America Apartment Communities（MAA）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
Mid-America Apartment Communitiesの直近四半期売上が大きい（$555.6M vs $529.5M、ケナメタルの約1.0倍）。Mid-America Apartment Communitiesの純利益率が高く（10.4% vs 6.4%、差は4.0%）。ケナメタルの前年同期比売上増加率が高い（9.8% vs 1.0%）。Mid-America Apartment Communitiesの直近四半期フリーキャッシュフローが多い（$158.6M vs $42.4M）。過去8四半期でケナメタルの売上複合成長率が高い（1.3% vs 1.1%）
ケナメタル社は高性能切削工具・エンジニアリング部品のメーカーで、航空宇宙、防衛、交通運輸、石油・ガス掘削などの業界向けに製品を提供しており、世界各国に顧客基盤を持っています。
Mid-America Apartment Communities, Inc.（証券コード：MAA）はテネシー州メンフィスに本社を置く上場不動産投資信託（REIT）で、主に米国南東部・南西部の集合住宅物件への投資を事業の中核とし、成長性の高い地域の住宅不動産分野で事業を展開し、株主に安定した投資リターンをもたらすことを目指しています。
KMT vs MAA — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $529.5M | $555.6M |
| 純利益 | $33.9M | $57.6M |
| 粗利率 | 32.8% | — |
| 営業利益率 | 9.9% | 10.4% |
| 純利益率 | 6.4% | 10.4% |
| 売上前年比 | 9.8% | 1.0% |
| 純利益前年比 | 89.0% | -65.5% |
| EPS（希薄化後） | $0.44 | $0.48 |
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 | $529.5M | $555.6M | ||
| Q3 25 | $498.0M | $554.4M | ||
| Q2 25 | $516.4M | $549.9M | ||
| Q1 25 | $486.4M | $549.3M | ||
| Q4 24 | $482.1M | $549.8M | ||
| Q3 24 | $481.9M | $551.1M | ||
| Q2 24 | $543.3M | $546.4M | ||
| Q1 24 | $515.8M | $543.6M |
| Q4 25 | $33.9M | $57.6M | ||
| Q3 25 | $23.3M | $99.5M | ||
| Q2 25 | $21.6M | $108.1M | ||
| Q1 25 | $31.5M | $181.7M | ||
| Q4 24 | $17.9M | $166.6M | ||
| Q3 24 | $22.1M | $115.2M | ||
| Q2 24 | $37.2M | $102.0M | ||
| Q1 24 | $19.0M | $143.7M |
| Q4 25 | 32.8% | — | ||
| Q3 25 | 31.0% | — | ||
| Q2 25 | 28.2% | — | ||
| Q1 25 | 32.1% | — | ||
| Q4 24 | 30.1% | — | ||
| Q3 24 | 31.3% | — | ||
| Q2 24 | 31.5% | — | ||
| Q1 24 | 29.7% | — |
| Q4 25 | 9.9% | 10.4% | ||
| Q3 25 | 7.5% | 18.7% | ||
| Q2 25 | 6.1% | 20.2% | ||
| Q1 25 | 9.1% | 34.0% | ||
| Q4 24 | 6.6% | 31.3% | ||
| Q3 24 | 7.5% | 21.5% | ||
| Q2 24 | 11.3% | 19.3% | ||
| Q1 24 | 6.8% | 27.4% |
| Q4 25 | 6.4% | 10.4% | ||
| Q3 25 | 4.7% | 18.0% | ||
| Q2 25 | 4.2% | 19.7% | ||
| Q1 25 | 6.5% | 33.1% | ||
| Q4 24 | 3.7% | 30.3% | ||
| Q3 24 | 4.6% | 20.9% | ||
| Q2 24 | 6.8% | 18.7% | ||
| Q1 24 | 3.7% | 26.4% |
| Q4 25 | $0.44 | $0.48 | ||
| Q3 25 | $0.30 | $0.84 | ||
| Q2 25 | $0.28 | $0.92 | ||
| Q1 25 | $0.41 | $1.54 | ||
| Q4 24 | $0.23 | $1.43 | ||
| Q3 24 | $0.28 | $0.98 | ||
| Q2 24 | $0.47 | $0.86 | ||
| Q1 24 | $0.24 | $1.22 |
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 | $129.3M | $60.3M |
| 総負債低いほど良い | $597.2M | — |
| 株主資本純資産 | $1.3B | $5.7B |
| 総資産 | $2.6B | $12.0B |
| 負債/資本比率低いほどレバレッジが低い | 0.45× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $129.3M | $60.3M | ||
| Q3 25 | $103.5M | $32.2M | ||
| Q2 25 | $140.5M | $54.5M | ||
| Q1 25 | $97.5M | $55.8M | ||
| Q4 24 | $121.2M | $43.0M | ||
| Q3 24 | $119.6M | $50.2M | ||
| Q2 24 | $128.0M | $62.8M | ||
| Q1 24 | $92.1M | $54.6M |
| Q4 25 | $597.2M | — | ||
| Q3 25 | $597.0M | — | ||
| Q2 25 | $596.8M | — | ||
| Q1 25 | $596.6M | — | ||
| Q4 24 | $596.4M | — | ||
| Q3 24 | $596.2M | — | ||
| Q2 24 | $596.0M | — | ||
| Q1 24 | $595.8M | — |
| Q4 25 | $1.3B | $5.7B | ||
| Q3 25 | $1.3B | $5.8B | ||
| Q2 25 | $1.3B | $5.9B | ||
| Q1 25 | $1.2B | $5.9B | ||
| Q4 24 | $1.2B | $5.9B | ||
| Q3 24 | $1.3B | $5.9B | ||
| Q2 24 | $1.2B | $6.0B | ||
| Q1 24 | $1.3B | $6.1B |
| Q4 25 | $2.6B | $12.0B | ||
| Q3 25 | $2.5B | $11.9B | ||
| Q2 25 | $2.5B | $11.8B | ||
| Q1 25 | $2.5B | $11.8B | ||
| Q4 24 | $2.4B | $11.8B | ||
| Q3 24 | $2.5B | $11.8B | ||
| Q2 24 | $2.5B | $11.6B | ||
| Q1 24 | $2.5B | $11.5B |
| Q4 25 | 0.45× | — | ||
| Q3 25 | 0.46× | — | ||
| Q2 25 | 0.46× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.49× | — | ||
| Q3 24 | 0.47× | — | ||
| Q2 24 | 0.48× | — | ||
| Q1 24 | 0.47× | — |
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 | $55.1M | $261.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $42.4M | $158.6M |
| FCFマージンFCF / 売上 | 8.0% | 28.5% |
| 設備投資強度設備投資 / 売上 | 2.4% | 18.6% |
| キャッシュ転換率営業CF / 純利益 | 1.63× | 4.55× |
| 直近12ヶ月FCF直近4四半期 | $99.3M | $717.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $55.1M | $261.7M | ||
| Q3 25 | $17.5M | $266.4M | ||
| Q2 25 | $78.6M | $353.4M | ||
| Q1 25 | $28.8M | $196.6M | ||
| Q4 24 | $55.2M | $239.1M | ||
| Q3 24 | $45.7M | $309.5M | ||
| Q2 24 | $113.6M | $349.4M | ||
| Q1 24 | $75.2M | $200.3M |
| Q4 25 | $42.4M | $158.6M | ||
| Q3 25 | $-5.5M | $170.8M | ||
| Q2 25 | $57.1M | $264.5M | ||
| Q1 25 | $5.3M | $124.0M | ||
| Q4 24 | $35.9M | $152.6M | ||
| Q3 24 | $21.0M | $215.5M | ||
| Q2 24 | $90.3M | $259.7M | ||
| Q1 24 | $48.4M | $148.2M |
| Q4 25 | 8.0% | 28.5% | ||
| Q3 25 | -1.1% | 30.8% | ||
| Q2 25 | 11.1% | 48.1% | ||
| Q1 25 | 1.1% | 22.6% | ||
| Q4 24 | 7.5% | 27.8% | ||
| Q3 24 | 4.4% | 39.1% | ||
| Q2 24 | 16.6% | 47.5% | ||
| Q1 24 | 9.4% | 27.3% |
| Q4 25 | 2.4% | 18.6% | ||
| Q3 25 | 4.6% | 17.2% | ||
| Q2 25 | 4.2% | 16.2% | ||
| Q1 25 | 4.8% | 13.2% | ||
| Q4 24 | 4.0% | 15.7% | ||
| Q3 24 | 5.1% | 17.1% | ||
| Q2 24 | 4.3% | 16.4% | ||
| Q1 24 | 5.2% | 9.6% |
| Q4 25 | 1.63× | 4.55× | ||
| Q3 25 | 0.75× | 2.68× | ||
| Q2 25 | 3.64× | 3.27× | ||
| Q1 25 | 0.92× | 1.08× | ||
| Q4 24 | 3.08× | 1.43× | ||
| Q3 24 | 2.07× | 2.69× | ||
| Q2 24 | 3.06× | 3.43× | ||
| Q1 24 | 3.96× | 1.39× |
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
KMT
| Metal Cutting | $331.1M | 63% |
| Infrastructure | $198.5M | 37% |
MAA
| Same Store | $515.5M | 93% |
| Non Same Store And Other | $36.8M | 7% |
