vs
LandBridge Co LLC（LB）とMESA LABORATORIES INC（MLAB）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
MESA LABORATORIES INCの直近四半期売上が大きい（$65.1M vs $56.8M、LandBridge Co LLCの約1.1倍）。LandBridge Co LLCの純利益率が高く（14.2% vs 5.6%、差は8.6%）。LandBridge Co LLCの前年同期比売上増加率が高い（55.6% vs 3.6%）。LandBridge Co LLCの直近四半期フリーキャッシュフローが多い（$122.0M vs $18.0M）。過去8四半期でLandBridge Co LLCの売上複合成長率が高い（72.8% vs 5.1%）
メサラボラトリーズ社は、品質管理、校正、モニタリング向け専門機器及び関連サービスの開発・製造・販売を事業としています。医療、製薬、食品飲料、産業衛生、環境試験分野を中心に、世界中の顧客の規制遵守と運用安全のニーズに応えています。
LB vs MLAB — 直接比較
売上が大きい
MLAB
1.1倍大きい
$56.8M
売上成長率が高い
LB
+51.9%の差
3.6%
純利益率が高い
LB
純利益率が8.6%高い
5.6%
フリーキャッシュフローが多い
LB
FCF $104.0M多い
$18.0M
2年売上CAGRが高い
LB
2年複合成長率
5.1%
損益計算書 — Q4 FY2025 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $56.8M | $65.1M |
| 純利益 | $8.1M | $3.6M |
| 粗利率 | — | 64.2% |
| 営業利益率 | 60.0% | 12.2% |
| 純利益率 | 14.2% | 5.6% |
| 売上前年比 | 55.6% | 3.6% |
| 純利益前年比 | -83.7% | 316.6% |
| EPS（希薄化後） | $0.24 | $0.65 |
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
売上LBMLAB
| Q4 25 | $56.8M | $65.1M | ||
| Q3 25 | $50.8M | $60.7M | ||
| Q2 25 | $47.5M | $59.5M | ||
| Q1 25 | $44.0M | $62.1M | ||
| Q4 24 | $36.5M | $62.8M | ||
| Q3 24 | $28.5M | $57.8M | ||
| Q2 24 | $26.0M | $58.2M | ||
| Q1 24 | $19.0M | $58.9M |
純利益LBMLAB
| Q4 25 | $8.1M | $3.6M | ||
| Q3 25 | $8.1M | $2.5M | ||
| Q2 25 | $7.5M | $4.7M | ||
| Q1 25 | $6.5M | $-7.1M | ||
| Q4 24 | $49.3M | $-1.7M | ||
| Q3 24 | $2.7M | $3.4M | ||
| Q2 24 | $-57.7M | $3.4M | ||
| Q1 24 | $10.8M | $-254.6M |
粗利率LBMLAB
| Q4 25 | — | 64.2% | ||
| Q3 25 | — | 61.5% | ||
| Q2 25 | — | 62.0% | ||
| Q1 25 | — | 61.8% | ||
| Q4 24 | — | 63.3% | ||
| Q3 24 | — | 61.3% | ||
| Q2 24 | — | 64.0% | ||
| Q1 24 | — | 62.1% |
営業利益率LBMLAB
| Q4 25 | 60.0% | 12.2% | ||
| Q3 25 | 60.8% | 7.8% | ||
| Q2 25 | 60.0% | 5.1% | ||
| Q1 25 | 57.0% | 2.4% | ||
| Q4 24 | 49.4% | 9.2% | ||
| Q3 24 | 11.2% | 6.1% | ||
| Q2 24 | -197.4% | 9.6% | ||
| Q1 24 | 71.1% | -460.6% |
純利益率LBMLAB
| Q4 25 | 14.2% | 5.6% | ||
| Q3 25 | 15.9% | 4.1% | ||
| Q2 25 | 15.8% | 8.0% | ||
| Q1 25 | 14.7% | -11.4% | ||
| Q4 24 | 135.2% | -2.7% | ||
| Q3 24 | 9.3% | 5.9% | ||
| Q2 24 | -222.1% | 5.8% | ||
| Q1 24 | 56.7% | -432.2% |
EPS（希薄化後）LBMLAB
| Q4 25 | $0.24 | $0.65 | ||
| Q3 25 | $0.26 | $0.45 | ||
| Q2 25 | $0.24 | $0.85 | ||
| Q1 25 | $0.20 | $-1.30 | ||
| Q4 24 | — | $-0.31 | ||
| Q3 24 | $-0.04 | $0.63 | ||
| Q2 24 | — | $0.62 | ||
| Q1 24 | — | $-47.26 |
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 | $30.7M | $29.0M |
| 総負債低いほど良い | $570.7M | $68.4M |
| 株主資本純資産 | $340.3M | $186.7M |
| 総資産 | $1.4B | $434.8M |
| 負債/資本比率低いほどレバレッジが低い | 1.68× | 0.37× |
8四半期トレンド — 暦四半期で整列
現金・短期投資LBMLAB
| Q4 25 | $30.7M | $29.0M | ||
| Q3 25 | $28.3M | $20.4M | ||
| Q2 25 | $20.3M | $21.3M | ||
| Q1 25 | $14.9M | $27.3M | ||
| Q4 24 | $37.0M | $27.3M | ||
| Q3 24 | $14.4M | $24.3M | ||
| Q2 24 | $24.6M | $28.5M | ||
| Q1 24 | — | $28.2M |
総負債LBMLAB
| Q4 25 | $570.7M | $68.4M | ||
| Q3 25 | $366.1M | $69.4M | ||
| Q2 25 | $370.9M | $70.3M | ||
| Q1 25 | $375.5M | $71.3M | ||
| Q4 24 | $385.5M | $72.2M | ||
| Q3 24 | $242.4M | $73.1M | ||
| Q2 24 | $360.8M | $74.1M | ||
| Q1 24 | — | — |
株主資本LBMLAB
| Q4 25 | $340.3M | $186.7M | ||
| Q3 25 | $272.0M | $178.5M | ||
| Q2 25 | $266.4M | $172.5M | ||
| Q1 25 | $217.0M | $159.8M | ||
| Q4 24 | $211.8M | $155.2M | ||
| Q3 24 | $97.2M | $161.5M | ||
| Q2 24 | $296.4M | $150.7M | ||
| Q1 24 | $162.3M | $145.4M |
総資産LBMLAB
| Q4 25 | $1.4B | $434.8M | ||
| Q3 25 | $1.1B | $430.4M | ||
| Q2 25 | $1.1B | $435.7M | ||
| Q1 25 | $1.0B | $433.3M | ||
| Q4 24 | $1.0B | $433.3M | ||
| Q3 24 | $689.9M | $454.1M | ||
| Q2 24 | $710.5M | $440.4M | ||
| Q1 24 | — | $446.8M |
負債/資本比率LBMLAB
| Q4 25 | 1.68× | 0.37× | ||
| Q3 25 | 1.35× | 0.39× | ||
| Q2 25 | 1.39× | 0.41× | ||
| Q1 25 | 1.73× | 0.45× | ||
| Q4 24 | 1.82× | 0.47× | ||
| Q3 24 | 2.49× | 0.45× | ||
| Q2 24 | 1.22× | 0.49× | ||
| Q1 24 | — | — |
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 | $126.3M | $18.8M |
| フリーキャッシュフロー営業CF - 設備投資 | $122.0M | $18.0M |
| FCFマージンFCF / 売上 | 214.9% | 27.7% |
| 設備投資強度設備投資 / 売上 | 7.5% | 1.1% |
| キャッシュ転換率営業CF / 純利益 | 15.68× | 5.17× |
| 直近12ヶ月FCF直近4四半期 | $207.7M | $37.9M |
8四半期トレンド — 暦四半期で整列
営業キャッシュフローLBMLAB
| Q4 25 | $126.3M | $18.8M | ||
| Q3 25 | $34.9M | $8.2M | ||
| Q2 25 | $37.3M | $1.9M | ||
| Q1 25 | $15.9M | $12.7M | ||
| Q4 24 | $67.6M | $18.1M | ||
| Q3 24 | $7.5M | $5.3M | ||
| Q2 24 | $16.0M | $10.7M | ||
| Q1 24 | $17.2M | $12.9M |
フリーキャッシュフローLBMLAB
| Q4 25 | $122.0M | $18.0M | ||
| Q3 25 | $33.7M | $7.1M | ||
| Q2 25 | $36.1M | $884.0K | ||
| Q1 25 | $15.8M | $11.9M | ||
| Q4 24 | $66.7M | $17.3M | ||
| Q3 24 | $7.1M | $3.5M | ||
| Q2 24 | $15.7M | $9.9M | ||
| Q1 24 | $17.1M | $12.3M |
FCFマージンLBMLAB
| Q4 25 | 214.9% | 27.7% | ||
| Q3 25 | 66.3% | 11.7% | ||
| Q2 25 | 75.9% | 1.5% | ||
| Q1 25 | 36.0% | 19.2% | ||
| Q4 24 | 182.6% | 27.6% | ||
| Q3 24 | 25.1% | 6.0% | ||
| Q2 24 | 60.4% | 16.9% | ||
| Q1 24 | 90.1% | 21.0% |
設備投資強度LBMLAB
| Q4 25 | 7.5% | 1.1% | ||
| Q3 25 | 2.3% | 1.8% | ||
| Q2 25 | 2.6% | 1.7% | ||
| Q1 25 | 0.2% | 1.2% | ||
| Q4 24 | 2.7% | 1.3% | ||
| Q3 24 | 1.1% | 3.1% | ||
| Q2 24 | 1.4% | 1.5% | ||
| Q1 24 | 0.5% | 0.9% |
キャッシュ転換率LBMLAB
| Q4 25 | 15.68× | 5.17× | ||
| Q3 25 | 4.31× | 3.32× | ||
| Q2 25 | 4.98× | 0.40× | ||
| Q1 25 | 2.46× | — | ||
| Q4 24 | 1.37× | — | ||
| Q3 24 | 2.80× | 1.54× | ||
| Q2 24 | — | 3.17× | ||
| Q1 24 | 1.60× | — |
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
LB
セグメントデータなし
MLAB
| Sterilization And Disinfection Control | $24.9M | 38% |
| Biopharmaceutical Development | $14.4M | 22% |
| Other | $14.1M | 22% |
| Clinical Genomics | $11.8M | 18% |
