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LandBridge Co LLC（LB）とSpok Holdings, Inc（SPOK）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
LandBridge Co LLCの直近四半期売上が大きい（$51.0M vs $33.9M、Spok Holdings, Incの約1.5倍）。LandBridge Co LLCの純利益率が高く（35.0% vs 8.7%、差は26.4%）。LandBridge Co LLCの前年同期比売上増加率が高い（16.0% vs -0.1%）。LandBridge Co LLCの直近四半期フリーキャッシュフローが多い（$40.9M vs $10.1M）。過去8四半期でLandBridge Co LLCの売上複合成長率が高い（40.2% vs -1.5%）
Spok Holdings, Inc.は主に医療業界向けの重要なコミュニケーションソリューションを提供するグローバル企業です。統合臨床コミュニケーションプラットフォーム、安全なメッセージングツール、警報システム、当直スケジュール管理ソフトを提供し、医療チームの効率的な連携と患者の安全性向上を支援しています。
LB vs SPOK — 直接比較
売上が大きい
LB
1.5倍大きい
$33.9M
売上成長率が高い
LB
+16.1%の差
-0.1%
純利益率が高い
LB
純利益率が26.4%高い
8.7%
フリーキャッシュフローが多い
LB
FCF $30.8M多い
$10.1M
2年売上CAGRが高い
LB
2年複合成長率
-1.5%
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $51.0M | $33.9M |
| 純利益 | $17.9M | $2.9M |
| 粗利率 | — | 76.7% |
| 営業利益率 | 57.2% | 11.6% |
| 純利益率 | 35.0% | 8.7% |
| 売上前年比 | 16.0% | -0.1% |
| 純利益前年比 | 15.6% | -19.6% |
| EPS（希薄化後） | — | $0.13 |
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LBSPOK
| Q1 26 | $51.0M | — | ||
| Q4 25 | $56.8M | $33.9M | ||
| Q3 25 | $50.8M | $33.9M | ||
| Q2 25 | $47.5M | $35.7M | ||
| Q1 25 | $44.0M | $36.3M | ||
| Q4 24 | $36.5M | $33.9M | ||
| Q3 24 | $28.5M | $34.9M | ||
| Q2 24 | $26.0M | $34.0M |
純利益LBSPOK
| Q1 26 | $17.9M | — | ||
| Q4 25 | $8.1M | $2.9M | ||
| Q3 25 | $8.1M | $3.2M | ||
| Q2 25 | $7.5M | $4.6M | ||
| Q1 25 | $6.5M | $5.2M | ||
| Q4 24 | $49.3M | $3.6M | ||
| Q3 24 | $2.7M | $3.7M | ||
| Q2 24 | $-57.7M | $3.4M |
粗利率LBSPOK
| Q1 26 | — | — | ||
| Q4 25 | — | 76.7% | ||
| Q3 25 | — | 78.3% | ||
| Q2 25 | — | 79.5% | ||
| Q1 25 | — | 80.1% | ||
| Q4 24 | — | 78.5% | ||
| Q3 24 | — | 79.5% | ||
| Q2 24 | — | 78.9% |
営業利益率LBSPOK
| Q1 26 | 57.2% | — | ||
| Q4 25 | 60.0% | 11.6% | ||
| Q3 25 | 60.8% | 12.9% | ||
| Q2 25 | 60.0% | 15.1% | ||
| Q1 25 | 57.0% | 16.6% | ||
| Q4 24 | 49.4% | 13.7% | ||
| Q3 24 | 11.2% | 14.2% | ||
| Q2 24 | -197.4% | 13.2% |
純利益率LBSPOK
| Q1 26 | 35.0% | — | ||
| Q4 25 | 14.2% | 8.7% | ||
| Q3 25 | 15.9% | 9.5% | ||
| Q2 25 | 15.8% | 12.8% | ||
| Q1 25 | 14.7% | 14.3% | ||
| Q4 24 | 135.2% | 10.8% | ||
| Q3 24 | 9.3% | 10.5% | ||
| Q2 24 | -222.1% | 10.1% |
EPS（希薄化後）LBSPOK
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $0.13 | ||
| Q3 25 | $0.26 | $0.15 | ||
| Q2 25 | $0.24 | $0.22 | ||
| Q1 25 | $0.20 | $0.25 | ||
| Q4 24 | — | $0.17 | ||
| Q3 24 | $-0.04 | $0.18 | ||
| Q2 24 | — | $0.17 |
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 | $29.7M | $25.3M |
| 総負債低いほど良い | $433.0K | — |
| 株主資本純資産 | — | $146.4M |
| 総資産 | $1.4B | $206.1M |
| 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
現金・短期投資LBSPOK
| Q1 26 | $29.7M | — | ||
| Q4 25 | $30.7M | $25.3M | ||
| Q3 25 | $28.3M | $21.4M | ||
| Q2 25 | $20.3M | $20.2M | ||
| Q1 25 | $14.9M | $19.9M | ||
| Q4 24 | $37.0M | $29.1M | ||
| Q3 24 | $14.4M | $27.8M | ||
| Q2 24 | $24.6M | $23.9M |
総負債LBSPOK
| Q1 26 | $433.0K | — | ||
| Q4 25 | $570.7M | — | ||
| Q3 25 | $366.1M | — | ||
| Q2 25 | $370.9M | — | ||
| Q1 25 | $375.5M | — | ||
| Q4 24 | $385.5M | — | ||
| Q3 24 | $242.4M | — | ||
| Q2 24 | $360.8M | — |
株主資本LBSPOK
| Q1 26 | — | — | ||
| Q4 25 | $340.3M | $146.4M | ||
| Q3 25 | $272.0M | $148.7M | ||
| Q2 25 | $266.4M | $150.9M | ||
| Q1 25 | $217.0M | $151.7M | ||
| Q4 24 | $211.8M | $154.7M | ||
| Q3 24 | $97.2M | $156.3M | ||
| Q2 24 | $296.4M | $158.2M |
総資産LBSPOK
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $206.1M | ||
| Q3 25 | $1.1B | $209.7M | ||
| Q2 25 | $1.1B | $208.7M | ||
| Q1 25 | $1.0B | $204.5M | ||
| Q4 24 | $1.0B | $217.1M | ||
| Q3 24 | $689.9M | $216.8M | ||
| Q2 24 | $710.5M | $216.4M |
負債/資本比率LBSPOK
| Q1 26 | — | — | ||
| Q4 25 | 1.68× | — | ||
| Q3 25 | 1.35× | — | ||
| Q2 25 | 1.39× | — | ||
| Q1 25 | 1.73× | — | ||
| Q4 24 | 1.82× | — | ||
| Q3 24 | 2.49× | — | ||
| Q2 24 | 1.22× | — |
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 | $41.1M | $11.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $40.9M | $10.1M |
| FCFマージンFCF / 売上 | 80.3% | 29.9% |
| 設備投資強度設備投資 / 売上 | — | 4.1% |
| キャッシュ転換率営業CF / 純利益 | 2.30× | 3.93× |
| 直近12ヶ月FCF直近4四半期 | $232.8M | $25.2M |
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LBSPOK
| Q1 26 | $41.1M | — | ||
| Q4 25 | $126.3M | $11.5M | ||
| Q3 25 | $34.9M | $8.1M | ||
| Q2 25 | $37.3M | $7.0M | ||
| Q1 25 | $15.9M | $2.3M | ||
| Q4 24 | $67.6M | $8.4M | ||
| Q3 24 | $7.5M | $11.1M | ||
| Q2 24 | $16.0M | $7.4M |
フリーキャッシュフローLBSPOK
| Q1 26 | $40.9M | — | ||
| Q4 25 | $122.0M | $10.1M | ||
| Q3 25 | $33.7M | $7.6M | ||
| Q2 25 | $36.1M | $6.0M | ||
| Q1 25 | $15.8M | $1.5M | ||
| Q4 24 | $66.7M | $7.5M | ||
| Q3 24 | $7.1M | $10.3M | ||
| Q2 24 | $15.7M | $6.8M |
FCFマージンLBSPOK
| Q1 26 | 80.3% | — | ||
| Q4 25 | 214.9% | 29.9% | ||
| Q3 25 | 66.3% | 22.4% | ||
| Q2 25 | 75.9% | 16.8% | ||
| Q1 25 | 36.0% | 4.2% | ||
| Q4 24 | 182.6% | 22.3% | ||
| Q3 24 | 25.1% | 29.4% | ||
| Q2 24 | 60.4% | 20.0% |
設備投資強度LBSPOK
| Q1 26 | — | — | ||
| Q4 25 | 7.5% | 4.1% | ||
| Q3 25 | 2.3% | 1.6% | ||
| Q2 25 | 2.6% | 2.9% | ||
| Q1 25 | 0.2% | 2.1% | ||
| Q4 24 | 2.7% | 2.5% | ||
| Q3 24 | 1.1% | 2.4% | ||
| Q2 24 | 1.4% | 1.9% |
キャッシュ転換率LBSPOK
| Q1 26 | 2.30× | — | ||
| Q4 25 | 15.68× | 3.93× | ||
| Q3 25 | 4.31× | 2.54× | ||
| Q2 25 | 4.98× | 1.55× | ||
| Q1 25 | 2.46× | 0.43× | ||
| Q4 24 | 1.37× | 2.31× | ||
| Q3 24 | 2.80× | 3.03× | ||
| Q2 24 | — | 2.17× |
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
| Other | $14.2M | 28% |
| Easements and other surface-related revenues | $11.6M | 23% |
| Surface use royalties - related party | $11.0M | 22% |
| Resource sales | $5.2M | 10% |
| Resource royalties | $4.3M | 8% |
| Easements and other surface-related revenues - related party | $3.2M | 6% |
| Resource royalties - related party | $1.3M | 2% |
| Resource sales - related party | $205.0K | 0% |
SPOK
| Paging | $16.8M | 50% |
| Software Operations | $16.0M | 47% |
| License | $1.2M | 4% |
