vs
ロジテック(LOGI)とRealty Income(O)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
Realty Incomeの直近四半期売上が大きい($1.5B vs $1.4B、ロジテックの約1.0倍)。Realty Incomeの純利益率が高く(19.9% vs 17.7%、差は2.2%)。Realty Incomeの前年同期比売上増加率が高い(11.0% vs 6.1%)。Realty Incomeの直近四半期フリーキャッシュフローが多い($1.2B vs $465.6M)。過去8四半期でロジテックの売上複合成長率が高い(18.5% vs 8.6%)
ロジテックインターナショナルS.A.はスイス・ローザンヌに本社を置く多国籍企業で、コンピュータ周辺機器とソフトウェアの開発・製造を事業の中心としています。欧州、アジア、オセアニア、米州各地に事業所を設け、スイス市場指数の構成銘柄であるほか、ナスダックにも上場しています。
Realty Incomeコーポレーションは不動産投資信託(REIT)で、アメリカ、イギリスのほか欧州6カ国にて独立型単一テナント商業不動産への投資を事業としています。所有物件はNNNリース(三重純賃貸借契約)を適用しており、法人登記地はメリーランド州、本社はカリフォルニア州サンディエゴに所在します。
LOGI vs O — 直接比較
損益計算書 — Q3 FY2026 vs Q4 FY2025
| 指標 | ||
|---|---|---|
| 売上 | $1.4B | $1.5B |
| 純利益 | $251.0M | $296.1M |
| 粗利率 | 43.2% | — |
| 営業利益率 | 20.1% | 21.7% |
| 純利益率 | 17.7% | 19.9% |
| 売上前年比 | 6.1% | 11.0% |
| 純利益前年比 | 25.4% | 48.3% |
| EPS(希薄化後) | $1.69 | $0.32 |
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 | $1.4B | $1.5B | ||
| Q3 25 | $1.2B | $1.5B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.1B | $1.3B | ||
| Q1 24 | $1.0B | $1.3B |
| Q4 25 | $251.0M | $296.1M | ||
| Q3 25 | $170.7M | $315.8M | ||
| Q2 25 | $146.0M | $196.9M | ||
| Q1 25 | $144.1M | $249.8M | ||
| Q4 24 | $200.1M | $199.6M | ||
| Q3 24 | $145.5M | $269.5M | ||
| Q2 24 | $141.8M | $259.4M | ||
| Q1 24 | $167.6M | $132.3M |
| Q4 25 | 43.2% | — | ||
| Q3 25 | 43.4% | — | ||
| Q2 25 | 41.7% | — | ||
| Q1 25 | 43.1% | — | ||
| Q4 24 | 42.9% | — | ||
| Q3 24 | 43.6% | — | ||
| Q2 24 | 42.8% | — | ||
| Q1 24 | 43.2% | — |
| Q4 25 | 20.1% | 21.7% | ||
| Q3 25 | 16.1% | 23.2% | ||
| Q2 25 | 14.1% | 15.8% | ||
| Q1 25 | 10.5% | 19.3% | ||
| Q4 24 | 17.5% | 16.5% | ||
| Q3 24 | 14.4% | 21.5% | ||
| Q2 24 | 14.1% | 20.7% | ||
| Q1 24 | 12.9% | 11.9% |
| Q4 25 | 17.7% | 19.9% | ||
| Q3 25 | 14.4% | 21.5% | ||
| Q2 25 | 12.7% | 14.0% | ||
| Q1 25 | 14.3% | 18.1% | ||
| Q4 24 | 14.9% | 14.9% | ||
| Q3 24 | 13.0% | 20.2% | ||
| Q2 24 | 13.0% | 19.4% | ||
| Q1 24 | 16.6% | 10.5% |
| Q4 25 | $1.69 | $0.32 | ||
| Q3 25 | $1.15 | $0.35 | ||
| Q2 25 | $0.98 | $0.22 | ||
| Q1 25 | $0.94 | $0.28 | ||
| Q4 24 | $1.32 | $0.23 | ||
| Q3 24 | $0.95 | $0.30 | ||
| Q2 24 | $0.92 | $0.29 | ||
| Q1 24 | $1.07 | $0.16 |
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 | $1.8B | $434.8M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $2.3B | $39.4B |
| 総資産 | $4.1B | $72.8B |
| 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
| Q4 25 | $1.8B | $434.8M | ||
| Q3 25 | $1.4B | $417.2M | ||
| Q2 25 | $1.5B | $800.4M | ||
| Q1 25 | $1.5B | $319.0M | ||
| Q4 24 | $1.5B | $445.0M | ||
| Q3 24 | $1.4B | $397.0M | ||
| Q2 24 | $1.5B | $442.8M | ||
| Q1 24 | $1.5B | $680.2M |
| Q4 25 | $2.3B | $39.4B | ||
| Q3 25 | $2.1B | $39.1B | ||
| Q2 25 | $2.2B | $39.2B | ||
| Q1 25 | $2.1B | $39.0B | ||
| Q4 24 | $2.1B | $38.8B | ||
| Q3 24 | $2.1B | $38.5B | ||
| Q2 24 | $2.2B | $38.6B | ||
| Q1 24 | $2.2B | $39.0B |
| Q4 25 | $4.1B | $72.8B | ||
| Q3 25 | $3.7B | $71.3B | ||
| Q2 25 | $3.7B | $71.4B | ||
| Q1 25 | $3.5B | $69.8B | ||
| Q4 24 | $3.7B | $68.8B | ||
| Q3 24 | $3.6B | $68.5B | ||
| Q2 24 | $3.7B | $68.1B | ||
| Q1 24 | $3.6B | $68.3B |
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 | $480.5M | $1.2B |
| フリーキャッシュフロー営業CF - 設備投資 | $465.6M | $1.2B |
| FCFマージンFCF / 売上 | 32.8% | 77.6% |
| 設備投資強度設備投資 / 売上 | 1.0% | 3.3% |
| キャッシュ転換率営業CF / 純利益 | 1.91× | 4.06× |
| 直近12ヶ月FCF直近4四半期 | $903.6M | $3.9B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $480.5M | $1.2B | ||
| Q3 25 | $228.8M | $943.1M | ||
| Q2 25 | $125.0M | $1.1B | ||
| Q1 25 | $129.7M | $787.5M | ||
| Q4 24 | $370.9M | $972.0M | ||
| Q3 24 | $166.0M | $841.5M | ||
| Q2 24 | $176.0M | $981.2M | ||
| Q1 24 | $239.1M | $778.7M |
| Q4 25 | $465.6M | $1.2B | ||
| Q3 25 | $212.3M | $909.9M | ||
| Q2 25 | $108.8M | $1.0B | ||
| Q1 25 | $116.9M | $764.6M | ||
| Q4 24 | $356.6M | $935.8M | ||
| Q3 24 | $151.5M | $807.9M | ||
| Q2 24 | $161.4M | $939.2M | ||
| Q1 24 | $228.8M | $769.0M |
| Q4 25 | 32.8% | 77.6% | ||
| Q3 25 | 17.9% | 61.9% | ||
| Q2 25 | 9.5% | 73.3% | ||
| Q1 25 | 11.6% | 55.4% | ||
| Q4 24 | 26.6% | 69.8% | ||
| Q3 24 | 13.6% | 60.7% | ||
| Q2 24 | 14.8% | 70.1% | ||
| Q1 24 | 22.6% | 61.0% |
| Q4 25 | 1.0% | 3.3% | ||
| Q3 25 | 1.4% | 2.3% | ||
| Q2 25 | 1.4% | 1.9% | ||
| Q1 25 | 1.3% | 1.7% | ||
| Q4 24 | 1.1% | 2.7% | ||
| Q3 24 | 1.3% | 2.5% | ||
| Q2 24 | 1.3% | 3.1% | ||
| Q1 24 | 1.0% | 0.8% |
| Q4 25 | 1.91× | 4.06× | ||
| Q3 25 | 1.34× | 2.99× | ||
| Q2 25 | 0.86× | 5.39× | ||
| Q1 25 | 0.90× | 3.15× | ||
| Q4 24 | 1.85× | 4.87× | ||
| Q3 24 | 1.14× | 3.12× | ||
| Q2 24 | 1.24× | 3.78× | ||
| Q1 24 | 1.43× | 5.89× |
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
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |
O
| Product And Service Retail | $900.8M | 61% |
| Other | $531.5M | 36% |