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レゲット&プラット(LEG)とStandardAero, Inc.(SARO)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
StandardAero, Inc.の直近四半期売上が大きい($1.6B vs $938.6M、レゲット&プラットの約1.7倍)。StandardAero, Inc.の純利益率が高く(4.9% vs 2.7%、差は2.2%)。StandardAero, Inc.の前年同期比売上増加率が高い(13.5% vs -11.2%)。StandardAero, Inc.の直近四半期フリーキャッシュフローが多い($307.3M vs $101.9M)。過去8四半期でStandardAero, Inc.の売上複合成長率が高い(13.8% vs -7.5%)
レゲット&プラット(Leggett & Platt)は米国ミズーリ州カーセッジを本拠地とする多角的製造企業で、1883年に設立されました。住宅や自動車に搭載されるさまざまなエンジニアリング部品・製品の設計・生産を手がけ、現在15の事業ユニットを有し、18カ国に135の製造拠点、2万人の従業員を擁しています。
StandardAero Inc.はアメリカ合衆国アリゾナ州スコッツデールに本社を置く、保守・修理・オーバーホール(MRO)サービスを主力とする企業です。航空分野を中心に豊富な実績を持ち、高品質なサービスをグローバルに展開しています。
LEG vs SARO — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | ||
|---|---|---|
| 売上 | $938.6M | $1.6B |
| 純利益 | $25.1M | $78.6M |
| 粗利率 | 17.9% | 13.8% |
| 営業利益率 | 2.0% | 9.3% |
| 純利益率 | 2.7% | 4.9% |
| 売上前年比 | -11.2% | 13.5% |
| 純利益前年比 | 76.8% | 659.6% |
| EPS(希薄化後) | $0.18 | $0.24 |
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 | $938.6M | $1.6B | ||
| Q3 25 | $1.0B | $1.5B | ||
| Q2 25 | $1.1B | $1.5B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $1.1B | $1.2B | ||
| Q2 24 | $1.1B | $1.3B | ||
| Q1 24 | $1.1B | $1.2B |
| Q4 25 | $25.1M | $78.6M | ||
| Q3 25 | $127.1M | $68.1M | ||
| Q2 25 | $52.5M | $67.7M | ||
| Q1 25 | $30.6M | $62.9M | ||
| Q4 24 | $14.2M | $-14.1M | ||
| Q3 24 | $44.9M | $16.4M | ||
| Q2 24 | $-602.2M | $5.4M | ||
| Q1 24 | $31.6M | $3.2M |
| Q4 25 | 17.9% | 13.8% | ||
| Q3 25 | 18.7% | 14.9% | ||
| Q2 25 | 18.2% | 15.4% | ||
| Q1 25 | 18.6% | 15.2% | ||
| Q4 24 | 16.6% | 14.3% | ||
| Q3 24 | 18.2% | 15.0% | ||
| Q2 24 | 16.5% | 13.7% | ||
| Q1 24 | 17.0% | 14.7% |
| Q4 25 | 2.0% | 9.3% | ||
| Q3 25 | 14.9% | 9.2% | ||
| Q2 25 | 6.8% | 8.9% | ||
| Q1 25 | 4.4% | 9.0% | ||
| Q4 24 | 2.4% | 6.7% | ||
| Q3 24 | 5.2% | 7.9% | ||
| Q2 24 | -56.2% | 7.8% | ||
| Q1 24 | 3.9% | 8.5% |
| Q4 25 | 2.7% | 4.9% | ||
| Q3 25 | 12.3% | 4.5% | ||
| Q2 25 | 5.0% | 4.4% | ||
| Q1 25 | 3.0% | 4.4% | ||
| Q4 24 | 1.3% | -1.0% | ||
| Q3 24 | 4.1% | 1.3% | ||
| Q2 24 | -53.4% | 0.4% | ||
| Q1 24 | 2.9% | 0.3% |
| Q4 25 | $0.18 | $0.24 | ||
| Q3 25 | $0.91 | $0.20 | ||
| Q2 25 | $0.38 | $0.20 | ||
| Q1 25 | $0.22 | $0.19 | ||
| Q4 24 | $0.10 | $-0.05 | ||
| Q3 24 | $0.33 | $0.06 | ||
| Q2 24 | $-4.39 | $0.02 | ||
| Q1 24 | $0.23 | $0.01 |
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 | $587.4M | — |
| 総負債低いほど良い | $1.5B | $2.2B |
| 株主資本純資産 | $1.0B | $2.7B |
| 総資産 | $3.5B | $6.6B |
| 負債/資本比率低いほどレバレッジが低い | 1.46× | 0.83× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $587.4M | — | ||
| Q3 25 | $460.7M | — | ||
| Q2 25 | $368.8M | — | ||
| Q1 25 | $412.6M | — | ||
| Q4 24 | $350.2M | — | ||
| Q3 24 | $277.2M | — | ||
| Q2 24 | $307.0M | — | ||
| Q1 24 | $361.3M | — |
| Q4 25 | $1.5B | $2.2B | ||
| Q3 25 | $1.5B | $2.3B | ||
| Q2 25 | $1.8B | $2.3B | ||
| Q1 25 | $1.9B | $2.3B | ||
| Q4 24 | $1.9B | $2.2B | ||
| Q3 24 | $1.6B | $3.4B | ||
| Q2 24 | $1.7B | — | ||
| Q1 24 | $1.8B | — |
| Q4 25 | $1.0B | $2.7B | ||
| Q3 25 | $971.8M | $2.6B | ||
| Q2 25 | $855.0M | $2.5B | ||
| Q1 25 | $746.8M | $2.4B | ||
| Q4 24 | $689.4M | $2.4B | ||
| Q3 24 | $741.0M | $1.2B | ||
| Q2 24 | $667.6M | $1.2B | ||
| Q1 24 | $1.3B | $1.2B |
| Q4 25 | $3.5B | $6.6B | ||
| Q3 25 | $3.5B | $6.6B | ||
| Q2 25 | $3.7B | $6.5B | ||
| Q1 25 | $3.7B | $6.5B | ||
| Q4 24 | $3.7B | $6.2B | ||
| Q3 24 | $3.8B | $6.1B | ||
| Q2 24 | $3.8B | — | ||
| Q1 24 | $4.6B | — |
| Q4 25 | 1.46× | 0.83× | ||
| Q3 25 | 1.54× | 0.90× | ||
| Q2 25 | 2.10× | 0.92× | ||
| Q1 25 | 2.59× | 0.96× | ||
| Q4 24 | 2.70× | 0.94× | ||
| Q3 24 | 2.13× | 2.94× | ||
| Q2 24 | 2.55× | — | ||
| Q1 24 | 1.38× | — |
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 | $121.5M | $323.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $101.9M | $307.3M |
| FCFマージンFCF / 売上 | 10.9% | 19.2% |
| 設備投資強度設備投資 / 売上 | 2.1% | 1.0% |
| キャッシュ転換率営業CF / 純利益 | 4.84× | 4.11× |
| 直近12ヶ月FCF直近4四半期 | $281.0M | $234.3M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $121.5M | $323.0M | ||
| Q3 25 | $125.9M | $14.8M | ||
| Q2 25 | $84.0M | $2.9M | ||
| Q1 25 | $6.8M | $-24.0M | ||
| Q4 24 | $122.3M | — | ||
| Q3 24 | $95.5M | $-13.9M | ||
| Q2 24 | $94.0M | — | ||
| Q1 24 | $-6.1M | $-83.6M |
| Q4 25 | $101.9M | $307.3M | ||
| Q3 25 | $110.1M | $-4.7M | ||
| Q2 25 | $75.5M | $-19.0M | ||
| Q1 25 | $-6.5M | $-49.3M | ||
| Q4 24 | $100.5M | — | ||
| Q3 24 | $77.1M | $-39.2M | ||
| Q2 24 | $78.5M | — | ||
| Q1 24 | $-32.0M | $-102.0M |
| Q4 25 | 10.9% | 19.2% | ||
| Q3 25 | 10.6% | -0.3% | ||
| Q2 25 | 7.1% | -1.2% | ||
| Q1 25 | -0.6% | -3.4% | ||
| Q4 24 | 9.5% | — | ||
| Q3 24 | 7.0% | -3.1% | ||
| Q2 24 | 7.0% | — | ||
| Q1 24 | -2.9% | -8.3% |
| Q4 25 | 2.1% | 1.0% | ||
| Q3 25 | 1.5% | 1.3% | ||
| Q2 25 | 0.8% | 1.4% | ||
| Q1 25 | 1.3% | 1.8% | ||
| Q4 24 | 2.1% | — | ||
| Q3 24 | 1.7% | 2.0% | ||
| Q2 24 | 1.4% | — | ||
| Q1 24 | 2.4% | 1.5% |
| Q4 25 | 4.84× | 4.11× | ||
| Q3 25 | 0.99× | 0.22× | ||
| Q2 25 | 1.60× | 0.04× | ||
| Q1 25 | 0.22× | -0.38× | ||
| Q4 24 | 8.61× | — | ||
| Q3 24 | 2.13× | -0.84× | ||
| Q2 24 | — | — | ||
| Q1 24 | -0.19× | -26.22× |
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
LEG
| Bedding Products | $373.8M | 40% |
| Flooring And Textile Products Group | $196.9M | 21% |
| Automotive Group | $194.9M | 21% |
| Work Furniture Group | $66.2M | 7% |
| Home Furniture Group | $61.0M | 6% |
| Hydraulic Cylinders | $45.8M | 5% |
SARO
| Commercial Aerospace | $1.0B | 63% |
| Business Aviation | $266.2M | 17% |
| Military And Helicopter | $262.0M | 16% |
| Other | $68.1M | 4% |