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MDU RESOURCES GROUP INC（MDU）とSensata Technologies Holding plc（ST）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
Sensata Technologies Holding plcの直近四半期売上が大きい（$934.8M vs $522.6M、MDU RESOURCES GROUP INCの約1.8倍）。MDU RESOURCES GROUP INCの純利益率が高く（14.6% vs 9.3%、差は5.3%）。Sensata Technologies Holding plcの前年同期比売上増加率が高い（2.6% vs -1.6%）。Sensata Technologies Holding plcの直近四半期フリーキャッシュフローが多い（$104.6M vs $-336.0M）。過去8四半期でSensata Technologies Holding plcの売上複合成長率が高い（-5.0% vs -5.7%）
MDUリソーシズグループは米国ノースダコタ州ビスマルクに本社を置く企業で、規制対象のエネルギー供給、公益事業関連の建設資材・サービスを提供しており、米国48州で事業を展開しています。
センサータテクノロジーズホールディングPLCはグローバルな産業技術企業で、センサー、電気保護、制御ソリューションの設計・製造・販売を行っています。製品は自動車、産業、航空宇宙、空調、通信などの分野で活用され、世界各国の製造業顧客に提供されています。
MDU vs ST — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $522.6M | $934.8M |
| 純利益 | $76.3M | $87.1M |
| 粗利率 | — | 30.6% |
| 営業利益率 | 20.5% | 15.1% |
| 純利益率 | 14.6% | 9.3% |
| 売上前年比 | -1.6% | 2.6% |
| 純利益前年比 | 38.4% | 24.6% |
| EPS（希薄化後） | $0.37 | $0.59 |
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 | — | $934.8M | ||
| Q4 25 | $522.6M | $917.9M | ||
| Q3 25 | $313.6M | $932.0M | ||
| Q2 25 | $348.7M | $943.4M | ||
| Q1 25 | $678.0M | $911.3M | ||
| Q4 24 | $531.0M | $907.7M | ||
| Q3 24 | $290.7M | $982.8M | ||
| Q2 24 | $343.1M | $1.0B |
| Q1 26 | — | $87.1M | ||
| Q4 25 | $76.3M | $63.2M | ||
| Q3 25 | $18.3M | $-162.5M | ||
| Q2 25 | $13.8M | $60.7M | ||
| Q1 25 | $82.0M | $69.9M | ||
| Q4 24 | $55.2M | $5.8M | ||
| Q3 24 | $64.6M | $-25.0M | ||
| Q2 24 | $60.4M | $71.7M |
| Q1 26 | — | 30.6% | ||
| Q4 25 | — | 29.0% | ||
| Q3 25 | — | 27.8% | ||
| Q2 25 | — | 30.3% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 27.1% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | — | 30.0% |
| Q1 26 | — | 15.1% | ||
| Q4 25 | 20.5% | 10.9% | ||
| Q3 25 | 12.7% | -13.2% | ||
| Q2 25 | 8.7% | 14.6% | ||
| Q1 25 | 16.6% | 13.4% | ||
| Q4 24 | 17.8% | 8.1% | ||
| Q3 24 | 12.0% | -20.3% | ||
| Q2 24 | 11.5% | 12.5% |
| Q1 26 | — | 9.3% | ||
| Q4 25 | 14.6% | 6.9% | ||
| Q3 25 | 5.8% | -17.4% | ||
| Q2 25 | 4.0% | 6.4% | ||
| Q1 25 | 12.1% | 7.7% | ||
| Q4 24 | 10.4% | 0.6% | ||
| Q3 24 | 22.2% | -2.5% | ||
| Q2 24 | 17.6% | 6.9% |
| Q1 26 | — | $0.59 | ||
| Q4 25 | $0.37 | $0.45 | ||
| Q3 25 | $0.09 | $-1.12 | ||
| Q2 25 | $0.07 | $0.41 | ||
| Q1 25 | $0.40 | $0.47 | ||
| Q4 24 | $0.26 | $0.05 | ||
| Q3 24 | $0.32 | $-0.17 | ||
| Q2 24 | $0.30 | $0.47 |
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 | $28.2M | $635.1M |
| 総負債低いほど良い | $2.7B | — |
| 株主資本純資産 | $2.8B | $2.9B |
| 総資産 | $7.6B | $6.8B |
| 負債/資本比率低いほどレバレッジが低い | 0.97× | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $635.1M | ||
| Q4 25 | $28.2M | $573.0M | ||
| Q3 25 | $75.9M | $791.3M | ||
| Q2 25 | $58.8M | $661.8M | ||
| Q1 25 | $59.5M | $588.1M | ||
| Q4 24 | $66.9M | $593.7M | ||
| Q3 24 | $88.3M | $506.2M | ||
| Q2 24 | $78.8M | $1.0B |
| Q1 26 | — | — | ||
| Q4 25 | $2.7B | $2.8B | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $2.3B | $3.2B | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.3B | — |
| Q1 26 | — | $2.9B | ||
| Q4 25 | $2.8B | $2.8B | ||
| Q3 25 | $2.7B | $2.7B | ||
| Q2 25 | $2.7B | $2.9B | ||
| Q1 25 | $2.7B | $2.8B | ||
| Q4 24 | $2.7B | $2.9B | ||
| Q3 24 | $3.1B | $3.0B | ||
| Q2 24 | $3.0B | $3.0B |
| Q1 26 | — | $6.8B | ||
| Q4 25 | $7.6B | $6.8B | ||
| Q3 25 | $7.2B | $7.1B | ||
| Q2 25 | $6.9B | $7.3B | ||
| Q1 25 | $7.0B | $7.2B | ||
| Q4 24 | $7.0B | $7.1B | ||
| Q3 24 | $8.2B | $7.3B | ||
| Q2 24 | $8.0B | $8.2B |
| Q1 26 | — | — | ||
| Q4 25 | 0.97× | 1.02× | ||
| Q3 25 | 0.86× | — | ||
| Q2 25 | 0.80× | — | ||
| Q1 25 | 0.80× | — | ||
| Q4 24 | 0.85× | 1.11× | ||
| Q3 24 | 0.76× | — | ||
| Q2 24 | 0.75× | — |
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 | $80.6M | $122.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $-336.0M | $104.6M |
| FCFマージンFCF / 売上 | -64.3% | 11.2% |
| 設備投資強度設備投資 / 売上 | 79.7% | — |
| キャッシュ転換率営業CF / 純利益 | 1.06× | 1.41× |
| 直近12ヶ月FCF直近4四半期 | $-297.0M | $508.3M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $122.5M | ||
| Q4 25 | $80.6M | $201.5M | ||
| Q3 25 | $57.9M | $159.9M | ||
| Q2 25 | $117.4M | $140.9M | ||
| Q1 25 | $217.5M | $119.2M | ||
| Q4 24 | $60.5M | $170.7M | ||
| Q3 24 | $140.2M | $130.9M | ||
| Q2 24 | $136.5M | $143.5M |
| Q1 26 | — | $104.6M | ||
| Q4 25 | $-336.0M | $151.9M | ||
| Q3 25 | $-121.9M | $136.2M | ||
| Q2 25 | $36.5M | $115.5M | ||
| Q1 25 | $124.4M | $86.6M | ||
| Q4 24 | $-95.8M | $138.9M | ||
| Q3 24 | $673.0K | $91.3M | ||
| Q2 24 | $26.5M | $98.4M |
| Q1 26 | — | 11.2% | ||
| Q4 25 | -64.3% | 16.6% | ||
| Q3 25 | -38.9% | 14.6% | ||
| Q2 25 | 10.5% | 12.2% | ||
| Q1 25 | 18.4% | 9.5% | ||
| Q4 24 | -18.0% | 15.3% | ||
| Q3 24 | 0.2% | 9.3% | ||
| Q2 24 | 7.7% | 9.5% |
| Q1 26 | — | — | ||
| Q4 25 | 79.7% | 5.4% | ||
| Q3 25 | 57.3% | 2.5% | ||
| Q2 25 | 23.2% | 2.7% | ||
| Q1 25 | 13.7% | 3.6% | ||
| Q4 24 | 29.4% | 3.5% | ||
| Q3 24 | 48.0% | 4.0% | ||
| Q2 24 | 32.0% | 4.4% |
| Q1 26 | — | 1.41× | ||
| Q4 25 | 1.06× | 3.19× | ||
| Q3 25 | 3.16× | — | ||
| Q2 25 | 8.52× | 2.32× | ||
| Q1 25 | 2.65× | 1.70× | ||
| Q4 24 | 1.10× | 29.50× | ||
| Q3 24 | 2.17× | — | ||
| Q2 24 | 2.26× | 2.00× |
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
MDU
| Natural Gas Distribution | $382.8M | 73% |
| Commercial Utility Sales | $42.7M | 8% |
| Residential Utility Sales | $33.7M | 6% |
| Pipelineand Midstream | $31.1M | 6% |
| Natural Gas Transportation | $17.2M | 3% |
| Industrial Utility Sales | $10.1M | 2% |
| Natural Gas Storage | $6.4M | 1% |
| Other Utility Sales | $1.9M | 0% |
ST
セグメントデータなし
