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LCI INDUSTRIES(LCII)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
LCI INDUSTRIESの直近四半期売上が大きい($932.7M vs $553.7M、Mid-America Apartment Communitiesの約1.7倍)。Mid-America Apartment Communitiesの前年同期比売上増加率が高い(438.7% vs 16.1%)。過去8四半期でMid-America Apartment Communitiesの売上複合成長率が高い(0.7% vs -1.8%)
ラッキーコア・インダストリーズ・リミテッドは旧ICIパキスタンとして知られるパキスタンの複合企業グループで、本社をカラチに置き、ポリエステル、医薬品、農業化学品、ソーダ灰、獣医薬品などの製造・供給を行っています。
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。
LCII vs MAA — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | ||
|---|---|---|
| 売上 | $932.7M | $553.7M |
| 純利益 | $18.7M | — |
| 粗利率 | 22.1% | — |
| 営業利益率 | 3.8% | — |
| 純利益率 | 2.0% | — |
| 売上前年比 | 16.1% | 438.7% |
| 純利益前年比 | 95.7% | — |
| EPS(希薄化後) | $0.79 | $4.34 |
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
| Q1 26 | — | $553.7M | ||
| Q4 25 | $932.7M | $555.6M | ||
| Q3 25 | $1.0B | $554.4M | ||
| Q2 25 | $1.1B | $549.9M | ||
| Q1 25 | $1.0B | $549.3M | ||
| Q4 24 | $803.1M | $549.8M | ||
| Q3 24 | $915.5M | $551.1M | ||
| Q2 24 | $1.1B | $546.4M |
| Q1 26 | — | — | ||
| Q4 25 | $18.7M | $57.6M | ||
| Q3 25 | $62.5M | $99.5M | ||
| Q2 25 | $57.6M | $108.1M | ||
| Q1 25 | $49.4M | $181.7M | ||
| Q4 24 | $9.5M | $166.6M | ||
| Q3 24 | $35.6M | $115.2M | ||
| Q2 24 | $61.2M | $102.0M |
| Q1 26 | — | — | ||
| Q4 25 | 22.1% | — | ||
| Q3 25 | 24.4% | — | ||
| Q2 25 | 24.4% | — | ||
| Q1 25 | 24.1% | — | ||
| Q4 24 | 21.1% | — | ||
| Q3 24 | 24.0% | — | ||
| Q2 24 | 25.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 10.4% | ||
| Q3 25 | 7.3% | 18.7% | ||
| Q2 25 | 7.9% | 20.2% | ||
| Q1 25 | 7.8% | 34.0% | ||
| Q4 24 | 2.0% | 31.3% | ||
| Q3 24 | 5.9% | 21.5% | ||
| Q2 24 | 8.6% | 19.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 10.4% | ||
| Q3 25 | 6.0% | 18.0% | ||
| Q2 25 | 5.2% | 19.7% | ||
| Q1 25 | 4.7% | 33.1% | ||
| Q4 24 | 1.2% | 30.3% | ||
| Q3 24 | 3.9% | 20.9% | ||
| Q2 24 | 5.8% | 18.7% |
| Q1 26 | — | $4.34 | ||
| Q4 25 | $0.79 | $0.48 | ||
| Q3 25 | $2.55 | $0.84 | ||
| Q2 25 | $2.29 | $0.92 | ||
| Q1 25 | $1.94 | $1.54 | ||
| Q4 24 | $0.37 | $1.43 | ||
| Q3 24 | $1.39 | $0.98 | ||
| Q2 24 | $2.40 | $0.86 |
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 | $222.6M | — |
| 総負債低いほど良い | $945.2M | — |
| 株主資本純資産 | $1.4B | — |
| 総資産 | $3.2B | — |
| 負債/資本比率低いほどレバレッジが低い | 0.69× | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $222.6M | $60.3M | ||
| Q3 25 | $199.7M | $32.2M | ||
| Q2 25 | $191.9M | $54.5M | ||
| Q1 25 | $231.2M | $55.8M | ||
| Q4 24 | $165.8M | $43.0M | ||
| Q3 24 | $161.2M | $50.2M | ||
| Q2 24 | $130.4M | $62.8M |
| Q1 26 | — | — | ||
| Q4 25 | $945.2M | — | ||
| Q3 25 | $947.8M | — | ||
| Q2 25 | $948.0M | — | ||
| Q1 25 | $938.3M | — | ||
| Q4 24 | $757.3M | — | ||
| Q3 24 | $822.5M | — | ||
| Q2 24 | $829.7M | — |
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $5.7B | ||
| Q3 25 | $1.4B | $5.8B | ||
| Q2 25 | $1.4B | $5.9B | ||
| Q1 25 | $1.4B | $5.9B | ||
| Q4 24 | $1.4B | $5.9B | ||
| Q3 24 | $1.4B | $5.9B | ||
| Q2 24 | $1.4B | $6.0B |
| Q1 26 | — | — | ||
| Q4 25 | $3.2B | $12.0B | ||
| Q3 25 | $3.2B | $11.9B | ||
| Q2 25 | $3.2B | $11.8B | ||
| Q1 25 | $3.1B | $11.8B | ||
| Q4 24 | $2.9B | $11.8B | ||
| Q3 24 | $3.0B | $11.8B | ||
| Q2 24 | $3.0B | $11.6B |
| Q1 26 | — | — | ||
| Q4 25 | 0.69× | — | ||
| Q3 25 | 0.70× | — | ||
| Q2 25 | 0.68× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.55× | — | ||
| Q3 24 | 0.58× | — | ||
| Q2 24 | 0.60× | — |
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 | $78.9M | — |
| フリーキャッシュフロー営業CF - 設備投資 | $64.3M | — |
| FCFマージンFCF / 売上 | 6.9% | — |
| 設備投資強度設備投資 / 売上 | 1.6% | — |
| キャッシュ転換率営業CF / 純利益 | 4.22× | — |
| 直近12ヶ月FCF直近4四半期 | $278.3M | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $78.9M | $261.7M | ||
| Q3 25 | $97.2M | $266.4M | ||
| Q2 25 | $112.2M | $353.4M | ||
| Q1 25 | $42.7M | $196.6M | ||
| Q4 24 | $106.6M | $239.1M | ||
| Q3 24 | $78.4M | $309.5M | ||
| Q2 24 | $192.9M | $349.4M |
| Q1 26 | — | — | ||
| Q4 25 | $64.3M | $158.6M | ||
| Q3 25 | $80.9M | $170.8M | ||
| Q2 25 | $99.5M | $264.5M | ||
| Q1 25 | $33.7M | $124.0M | ||
| Q4 24 | $95.7M | $152.6M | ||
| Q3 24 | $68.3M | $215.5M | ||
| Q2 24 | $180.2M | $259.7M |
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | 28.5% | ||
| Q3 25 | 7.8% | 30.8% | ||
| Q2 25 | 9.0% | 48.1% | ||
| Q1 25 | 3.2% | 22.6% | ||
| Q4 24 | 11.9% | 27.8% | ||
| Q3 24 | 7.5% | 39.1% | ||
| Q2 24 | 17.1% | 47.5% |
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 18.6% | ||
| Q3 25 | 1.6% | 17.2% | ||
| Q2 25 | 1.2% | 16.2% | ||
| Q1 25 | 0.9% | 13.2% | ||
| Q4 24 | 1.4% | 15.7% | ||
| Q3 24 | 1.1% | 17.1% | ||
| Q2 24 | 1.2% | 16.4% |
| Q1 26 | — | — | ||
| Q4 25 | 4.22× | 4.55× | ||
| Q3 25 | 1.55× | 2.68× | ||
| Q2 25 | 1.95× | 3.27× | ||
| Q1 25 | 0.86× | 1.08× | ||
| Q4 24 | 11.17× | 1.43× | ||
| Q3 24 | 2.20× | 2.69× | ||
| Q2 24 | 3.15× | 3.43× |
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
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
MAA
| Same Store Communities | $517.0M | 93% |
| Non-Same Store Communities | $22.1M | 4% |
| Lease-up/Development Communities | $7.7M | 1% |
| Commercial Property/Land | $7.0M | 1% |