vs
LCI INDUSTRIES（LCII）とSONOCO PRODUCTS CO（SON）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
SONOCO PRODUCTS COの直近四半期売上が大きい（$1.7B vs $932.7M、LCI INDUSTRIESの約1.8倍）。SONOCO PRODUCTS COの純利益率が高く（4.1% vs 2.0%、差は2.1%）。LCI INDUSTRIESの前年同期比売上増加率が高い（16.1% vs -1.9%）。LCI INDUSTRIESの直近四半期フリーキャッシュフローが多い（$64.3M vs $-428.3B）。過去8四半期でSONOCO PRODUCTS COの売上複合成長率が高い（1.2% 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。
ソノコ・プロダクツ社は米国の多角的包装サービスプロバイダーで、消費者向け包装、工業製品、保護包装、包装サプライチェーンサービスを提供し、世界最大の複合缶・紙管・紙芯メーカーです。1889年設立、年間純売上高は約73億米ドル、33カ国に335を超える拠点を持ち従業員数は1万9900人、85カ国以上にサービスを提供しています。
LCII vs SON — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $932.7M | $1.7B |
| 純利益 | $18.7M | $68.0M |
| 粗利率 | 22.1% | 20.6% |
| 営業利益率 | 3.8% | 7.6% |
| 純利益率 | 2.0% | 4.1% |
| 売上前年比 | 16.1% | -1.9% |
| 純利益前年比 | 95.7% | 25.9% |
| EPS（希薄化後） | $0.79 | $0.68 |
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 | — | $1.7B | ||
| Q4 25 | $932.7M | $1.8B | ||
| Q3 25 | $1.0B | $2.1B | ||
| Q2 25 | $1.1B | $1.9B | ||
| Q1 25 | $1.0B | $1.7B | ||
| Q4 24 | $803.1M | — | ||
| Q3 24 | $915.5M | $1.7B | ||
| Q2 24 | $1.1B | $1.6B |
| Q1 26 | — | $68.0M | ||
| Q4 25 | $18.7M | $332.2M | ||
| Q3 25 | $62.5M | $122.9M | ||
| Q2 25 | $57.6M | $493.4M | ||
| Q1 25 | $49.4M | $54.4M | ||
| Q4 24 | $9.5M | — | ||
| Q3 24 | $35.6M | $50.9M | ||
| Q2 24 | $61.2M | $90.8M |
| Q1 26 | — | 20.6% | ||
| Q4 25 | 22.1% | 19.6% | ||
| Q3 25 | 24.4% | 21.9% | ||
| Q2 25 | 24.4% | 21.3% | ||
| Q1 25 | 24.1% | 20.7% | ||
| Q4 24 | 21.1% | — | ||
| Q3 24 | 24.0% | 21.4% | ||
| Q2 24 | 25.3% | 22.0% |
| Q1 26 | — | 7.6% | ||
| Q4 25 | 3.8% | 29.4% | ||
| Q3 25 | 7.3% | 9.1% | ||
| Q2 25 | 7.9% | 9.2% | ||
| Q1 25 | 7.8% | 7.4% | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 5.9% | 7.6% | ||
| Q2 24 | 8.6% | 8.6% |
| Q1 26 | — | 4.1% | ||
| Q4 25 | 2.0% | 18.8% | ||
| Q3 25 | 6.0% | 5.8% | ||
| Q2 25 | 5.2% | 25.8% | ||
| Q1 25 | 4.7% | 3.2% | ||
| Q4 24 | 1.2% | — | ||
| Q3 24 | 3.9% | 3.0% | ||
| Q2 24 | 5.8% | 5.6% |
| Q1 26 | — | $0.68 | ||
| Q4 25 | $0.79 | $3.33 | ||
| Q3 25 | $2.55 | $1.23 | ||
| Q2 25 | $2.29 | $4.96 | ||
| Q1 25 | $1.94 | $0.55 | ||
| Q4 24 | $0.37 | — | ||
| Q3 24 | $1.39 | $0.51 | ||
| Q2 24 | $2.40 | $0.92 |
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 | $224.5M |
| 総負債低いほど良い | $945.2M | $3.5B |
| 株主資本純資産 | $1.4B | $3.6B |
| 総資産 | $3.2B | $11.1B |
| 負債/資本比率低いほどレバレッジが低い | 0.69× | 0.97× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $224.5M | ||
| Q4 25 | $222.6M | $378.4M | ||
| Q3 25 | $199.7M | $244.9M | ||
| Q2 25 | $191.9M | $329.8M | ||
| Q1 25 | $231.2M | $181.8M | ||
| Q4 24 | $165.8M | — | ||
| Q3 24 | $161.2M | $1.9B | ||
| Q2 24 | $130.4M | $140.2M |
| Q1 26 | — | $3.5B | ||
| Q4 25 | $945.2M | $3.8B | ||
| Q3 25 | $947.8M | $3.8B | ||
| Q2 25 | $948.0M | $5.0B | ||
| Q1 25 | $938.3M | $5.0B | ||
| Q4 24 | $757.3M | — | ||
| Q3 24 | $822.5M | $4.3B | ||
| Q2 24 | $829.7M | $2.5B |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $1.4B | $3.6B | ||
| Q3 25 | $1.4B | $3.3B | ||
| Q2 25 | $1.4B | $3.2B | ||
| Q1 25 | $1.4B | $2.4B | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.4B | $2.5B | ||
| Q2 24 | $1.4B | $2.4B |
| Q1 26 | — | $11.1B | ||
| Q4 25 | $3.2B | $11.2B | ||
| Q3 25 | $3.2B | $11.7B | ||
| Q2 25 | $3.2B | $12.0B | ||
| Q1 25 | $3.1B | $12.7B | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | $3.0B | $9.0B | ||
| Q2 24 | $3.0B | $7.2B |
| Q1 26 | — | 0.97× | ||
| Q4 25 | 0.69× | 1.05× | ||
| Q3 25 | 0.70× | 1.15× | ||
| Q2 25 | 0.68× | 1.54× | ||
| Q1 25 | 0.69× | 2.03× | ||
| Q4 24 | 0.55× | — | ||
| Q3 24 | 0.58× | 1.74× | ||
| Q2 24 | 0.60× | 1.04× |
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 | $-428.3B |
| FCFマージンFCF / 売上 | 6.9% | -25547.4% |
| 設備投資強度設備投資 / 売上 | 1.6% | 3600.5% |
| 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 | $-427.6B |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $78.9M | $412.9M | ||
| Q3 25 | $97.2M | $291.5M | ||
| Q2 25 | $112.2M | $193.4M | ||
| Q1 25 | $42.7M | $-208.1M | ||
| Q4 24 | $106.6M | — | ||
| Q3 24 | $78.4M | $162.1M | ||
| Q2 24 | $192.9M | $109.3M |
| Q1 26 | — | $-428.3B | ||
| Q4 25 | $64.3M | $322.3M | ||
| Q3 25 | $80.9M | $225.6M | ||
| Q2 25 | $99.5M | $98.6M | ||
| Q1 25 | $33.7M | $-300.8M | ||
| Q4 24 | $95.7M | — | ||
| Q3 24 | $68.3M | $70.5M | ||
| Q2 24 | $180.2M | $16.0M |
| Q1 26 | — | -25547.4% | ||
| Q4 25 | 6.9% | 18.2% | ||
| Q3 25 | 7.8% | 10.6% | ||
| Q2 25 | 9.0% | 5.2% | ||
| Q1 25 | 3.2% | -17.6% | ||
| Q4 24 | 11.9% | — | ||
| Q3 24 | 7.5% | 4.2% | ||
| Q2 24 | 17.1% | 1.0% |
| Q1 26 | — | 3600.5% | ||
| Q4 25 | 1.6% | 5.1% | ||
| Q3 25 | 1.6% | 3.1% | ||
| Q2 25 | 1.2% | 5.0% | ||
| Q1 25 | 0.9% | 5.4% | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 1.1% | 5.5% | ||
| Q2 24 | 1.2% | 5.7% |
| Q1 26 | — | — | ||
| Q4 25 | 4.22× | 1.24× | ||
| Q3 25 | 1.55× | 2.37× | ||
| Q2 25 | 1.95× | 0.39× | ||
| Q1 25 | 0.86× | -3.82× | ||
| Q4 24 | 11.17× | — | ||
| Q3 24 | 2.20× | 3.18× | ||
| Q2 24 | 3.15× | 1.20× |
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% |
SON
| Consumer Packaging | $1.1B | 65% |
| Industrial Paper Packaging | $587.5M | 35% |
| All Other | $55.1M | 3% |
