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Mid-America Apartment Communities（MAA）とUbiquiti Inc.（UI）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
Ubiquiti Inc.の直近四半期売上が大きい（$814.9M vs $553.7M、Mid-America Apartment Communitiesの約1.5倍）。Mid-America Apartment Communitiesの前年同期比売上増加率が高い（438.7% vs 35.8%）。過去8四半期でUbiquiti Inc.の売上複合成長率が高い（28.6% vs 0.7%）
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。
Ubiquiti Inc.は2003年に米国カリフォルニア州サンノゼで設立されたテクノロジー企業で、現在はニューヨークに本社を置いています。複数のブランドを展開し、企業および一般家庭向けの有線・無線データ通信機器の製造・販売を事業の柱としています。
MAA vs UI — 直接比較
損益計算書 — Q1 FY2026 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $553.7M | $814.9M |
| 純利益 | — | $233.6M |
| 粗利率 | — | 45.9% |
| 営業利益率 | — | 35.9% |
| 純利益率 | — | 28.7% |
| 売上前年比 | 438.7% | 35.8% |
| 純利益前年比 | — | 70.8% |
| EPS（希薄化後） | $4.34 | $3.86 |
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 | $555.6M | $814.9M | ||
| Q3 25 | $554.4M | $733.8M | ||
| Q2 25 | $549.9M | $759.2M | ||
| Q1 25 | $549.3M | $664.2M | ||
| Q4 24 | $549.8M | $599.9M | ||
| Q3 24 | $551.1M | $550.3M | ||
| Q2 24 | $546.4M | $507.5M |
| Q1 26 | — | — | ||
| Q4 25 | $57.6M | $233.6M | ||
| Q3 25 | $99.5M | $207.9M | ||
| Q2 25 | $108.1M | $266.7M | ||
| Q1 25 | $181.7M | $180.4M | ||
| Q4 24 | $166.6M | $136.8M | ||
| Q3 24 | $115.2M | $128.0M | ||
| Q2 24 | $102.0M | $103.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 45.9% | ||
| Q3 25 | — | 46.0% | ||
| Q2 25 | — | 45.1% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 41.2% | ||
| Q3 24 | — | 42.1% | ||
| Q2 24 | — | 40.2% |
| Q1 26 | — | — | ||
| Q4 25 | 10.4% | 35.9% | ||
| Q3 25 | 18.7% | 35.7% | ||
| Q2 25 | 20.2% | 34.4% | ||
| Q1 25 | 34.0% | 34.2% | ||
| Q4 24 | 31.3% | 29.8% | ||
| Q3 24 | 21.5% | 30.7% | ||
| Q2 24 | 19.3% | 27.3% |
| Q1 26 | — | — | ||
| Q4 25 | 10.4% | 28.7% | ||
| Q3 25 | 18.0% | 28.3% | ||
| Q2 25 | 19.7% | 35.1% | ||
| Q1 25 | 33.1% | 27.2% | ||
| Q4 24 | 30.3% | 22.8% | ||
| Q3 24 | 20.9% | 23.3% | ||
| Q2 24 | 18.7% | 20.5% |
| Q1 26 | $4.34 | — | ||
| Q4 25 | $0.48 | $3.86 | ||
| Q3 25 | $0.84 | $3.43 | ||
| Q2 25 | $0.92 | $4.40 | ||
| Q1 25 | $1.54 | $2.98 | ||
| Q4 24 | $1.43 | $2.26 | ||
| Q3 24 | $0.98 | $2.12 | ||
| Q2 24 | $0.86 | $1.72 |
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 | — | $302.8M |
| 総負債低いほど良い | — | $47.5M |
| 株主資本純資産 | — | $1.0B |
| 総資産 | — | $1.6B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.05× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $60.3M | $302.8M | ||
| Q3 25 | $32.2M | $177.2M | ||
| Q2 25 | $54.5M | $149.7M | ||
| Q1 25 | $55.8M | $151.0M | ||
| Q4 24 | $43.0M | $133.1M | ||
| Q3 24 | $50.2M | $165.2M | ||
| Q2 24 | $62.8M | $126.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $47.5M | ||
| Q3 25 | — | $133.8M | ||
| Q2 25 | — | $250.0M | ||
| Q1 25 | — | $340.0M | ||
| Q4 24 | — | $406.3M | ||
| Q3 24 | — | $552.5M | ||
| Q2 24 | — | $708.1M |
| Q1 26 | — | — | ||
| Q4 25 | $5.7B | $1.0B | ||
| Q3 25 | $5.8B | $828.4M | ||
| Q2 25 | $5.9B | $668.3M | ||
| Q1 25 | $5.9B | $436.1M | ||
| Q4 24 | $5.9B | $290.4M | ||
| Q3 24 | $5.9B | $188.1M | ||
| Q2 24 | $6.0B | $95.1M |
| Q1 26 | — | — | ||
| Q4 25 | $12.0B | $1.6B | ||
| Q3 25 | $11.9B | $1.5B | ||
| Q2 25 | $11.8B | $1.5B | ||
| Q1 25 | $11.8B | $1.3B | ||
| Q4 24 | $11.8B | $1.2B | ||
| Q3 24 | $11.8B | $1.2B | ||
| Q2 24 | $11.6B | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.05× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.37× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 1.40× | ||
| Q3 24 | — | 2.94× | ||
| Q2 24 | — | 7.45× |
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 | — | $263.9M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $260.3M |
| FCFマージンFCF / 売上 | — | 31.9% |
| 設備投資強度設備投資 / 売上 | — | 0.4% |
| キャッシュ転換率営業CF / 純利益 | — | 1.13× |
| 直近12ヶ月FCF直近4四半期 | — | $699.5M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $261.7M | $263.9M | ||
| Q3 25 | $266.4M | $198.5M | ||
| Q2 25 | $353.4M | $130.4M | ||
| Q1 25 | $196.6M | $123.6M | ||
| Q4 24 | $239.1M | $152.4M | ||
| Q3 24 | $309.5M | $233.7M | ||
| Q2 24 | $349.4M | $231.4M |
| Q1 26 | — | — | ||
| Q4 25 | $158.6M | $260.3M | ||
| Q3 25 | $170.8M | $193.3M | ||
| Q2 25 | $264.5M | $125.2M | ||
| Q1 25 | $124.0M | $120.7M | ||
| Q4 24 | $152.6M | $150.4M | ||
| Q3 24 | $215.5M | $231.1M | ||
| Q2 24 | $259.7M | $229.5M |
| Q1 26 | — | — | ||
| Q4 25 | 28.5% | 31.9% | ||
| Q3 25 | 30.8% | 26.3% | ||
| Q2 25 | 48.1% | 16.5% | ||
| Q1 25 | 22.6% | 18.2% | ||
| Q4 24 | 27.8% | 25.1% | ||
| Q3 24 | 39.1% | 42.0% | ||
| Q2 24 | 47.5% | 45.2% |
| Q1 26 | — | — | ||
| Q4 25 | 18.6% | 0.4% | ||
| Q3 25 | 17.2% | 0.7% | ||
| Q2 25 | 16.2% | 0.7% | ||
| Q1 25 | 13.2% | 0.4% | ||
| Q4 24 | 15.7% | 0.3% | ||
| Q3 24 | 17.1% | 0.5% | ||
| Q2 24 | 16.4% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 4.55× | 1.13× | ||
| Q3 25 | 2.68× | 0.95× | ||
| Q2 25 | 3.27× | 0.49× | ||
| Q1 25 | 1.08× | 0.68× | ||
| Q4 24 | 1.43× | 1.11× | ||
| Q3 24 | 2.69× | 1.83× | ||
| Q2 24 | 3.43× | 2.23× |
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
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% |
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
