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Mayville Engineering Company, Inc.(MEC)とRibbon Communications Inc.(RBBN)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
Ribbon Communications Inc.の直近四半期売上が大きい($162.6M vs $134.3M、Mayville Engineering Company, Inc.の約1.2倍)。Ribbon Communications Inc.の純利益率が高く(54.8% vs -3.2%、差は58.0%)。Mayville Engineering Company, Inc.の前年同期比売上増加率が高い(10.7% vs -10.3%)。過去8四半期でRibbon Communications Inc.の売上複合成長率が高い(-8.1% vs -8.8%)
メイビル・エンジニアリング社は米国に本社を置く大手金属部品・組立製品・カスタムエンジニアリングソリューションの供給企業で、主に農業、建設、商用輸送、防衛、パワースポーツ分野のOEM顧客向けに、試作から大量生産まで一貫したサービスを提供しています。
Ribbon Communications Inc.は通信事業者、企業、重要インフラ分野に向け、ソフトウェア、IPおよび光ネットワークソリューションを提供する企業です。2017年にGenbandとSonus Networksが合併して設立され、本社は米国テキサス州プレイノに置かれている上場企業です。
MEC vs RBBN — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | ||
|---|---|---|
| 売上 | $134.3M | $162.6M |
| 純利益 | $-4.4M | $89.1M |
| 粗利率 | 6.8% | 42.9% |
| 営業利益率 | -4.1% | — |
| 純利益率 | -3.2% | 54.8% |
| 売上前年比 | 10.7% | -10.3% |
| 純利益前年比 | -127.3% | — |
| EPS(希薄化後) | $-0.22 | $0.50 |
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 | — | $162.6M | ||
| Q4 25 | $134.3M | $227.3M | ||
| Q3 25 | $144.3M | $215.4M | ||
| Q2 25 | $132.3M | $220.6M | ||
| Q1 25 | $135.6M | $181.3M | ||
| Q4 24 | $121.3M | $251.4M | ||
| Q3 24 | $135.4M | $210.2M | ||
| Q2 24 | $163.6M | $192.6M |
| Q1 26 | — | $89.1M | ||
| Q4 25 | $-4.4M | — | ||
| Q3 25 | $-2.7M | $-12.1M | ||
| Q2 25 | $-1.1M | $-11.1M | ||
| Q1 25 | $20.0K | $-26.2M | ||
| Q4 24 | $16.0M | — | ||
| Q3 24 | $3.0M | $-13.4M | ||
| Q2 24 | $3.8M | $-16.8M |
| Q1 26 | — | 42.9% | ||
| Q4 25 | 6.8% | 53.3% | ||
| Q3 25 | 11.0% | 50.1% | ||
| Q2 25 | 10.3% | 49.6% | ||
| Q1 25 | 11.3% | 45.4% | ||
| Q4 24 | 8.9% | 55.7% | ||
| Q3 24 | 12.6% | 52.1% | ||
| Q2 24 | 13.6% | 50.8% |
| Q1 26 | — | — | ||
| Q4 25 | -4.1% | 4.1% | ||
| Q3 25 | 0.0% | 1.3% | ||
| Q2 25 | 0.1% | 1.9% | ||
| Q1 25 | 1.2% | -10.8% | ||
| Q4 24 | 19.0% | 13.2% | ||
| Q3 24 | 4.2% | -0.4% | ||
| Q2 24 | 5.0% | -1.0% |
| Q1 26 | — | 54.8% | ||
| Q4 25 | -3.2% | — | ||
| Q3 25 | -1.9% | -5.6% | ||
| Q2 25 | -0.8% | -5.0% | ||
| Q1 25 | 0.0% | -14.5% | ||
| Q4 24 | 13.2% | — | ||
| Q3 24 | 2.2% | -6.4% | ||
| Q2 24 | 2.3% | -8.7% |
| Q1 26 | — | $0.50 | ||
| Q4 25 | $-0.22 | $0.50 | ||
| Q3 25 | $-0.13 | $-0.07 | ||
| Q2 25 | $-0.05 | $-0.06 | ||
| Q1 25 | $0.00 | $-0.15 | ||
| Q4 24 | $0.76 | $0.05 | ||
| Q3 24 | $0.14 | $-0.08 | ||
| Q2 24 | $0.18 | $-0.10 |
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 | $1.5M | $67.6M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $240.7M | $419.1M |
| 総資産 | $563.6M | — |
| 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
| Q1 26 | — | $67.6M | ||
| Q4 25 | $1.5M | $96.4M | ||
| Q3 25 | $1.2M | $74.8M | ||
| Q2 25 | $206.0K | $60.5M | ||
| Q1 25 | $183.0K | $71.2M | ||
| Q4 24 | $206.0K | $87.8M | ||
| Q3 24 | $178.0K | $37.2M | ||
| Q2 24 | $314.0K | $64.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | $342.1M | ||
| Q3 25 | — | $344.3M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $347.4M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | — | $350.0M |
| Q1 26 | — | $419.1M | ||
| Q4 25 | $240.7M | $449.0M | ||
| Q3 25 | $244.8M | $360.1M | ||
| Q2 25 | $246.8M | $370.4M | ||
| Q1 25 | $250.0M | $381.8M | ||
| Q4 24 | $251.8M | $404.6M | ||
| Q3 24 | $238.4M | $395.5M | ||
| Q2 24 | $238.1M | $405.0M |
| Q1 26 | — | — | ||
| Q4 25 | $563.6M | $1.2B | ||
| Q3 25 | $585.6M | $1.1B | ||
| Q2 25 | $433.7M | $1.1B | ||
| Q1 25 | $447.7M | $1.1B | ||
| Q4 24 | $445.6M | $1.2B | ||
| Q3 24 | $466.0M | $1.1B | ||
| Q2 24 | $488.2M | $1.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.96× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | 0.86× | ||
| Q3 24 | — | 0.88× | ||
| Q2 24 | — | 0.86× |
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 | $13.4M | — |
| フリーキャッシュフロー営業CF - 設備投資 | $10.2M | — |
| FCFマージンFCF / 売上 | 7.6% | — |
| 設備投資強度設備投資 / 売上 | 2.4% | — |
| キャッシュ転換率営業CF / 純利益 | — | — |
| 直近12ヶ月FCF直近4四半期 | $26.9M | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $13.4M | $29.2M | ||
| Q3 25 | $1.9M | $26.5M | ||
| Q2 25 | $15.0M | $-795.0K | ||
| Q1 25 | $8.3M | $-3.5M | ||
| Q4 24 | $38.0M | $61.8M | ||
| Q3 24 | $17.9M | $-14.8M | ||
| Q2 24 | $23.3M | $-9.8M |
| Q1 26 | — | — | ||
| Q4 25 | $10.2M | $27.3M | ||
| Q3 25 | $-1.1M | $21.0M | ||
| Q2 25 | $12.5M | $-6.5M | ||
| Q1 25 | $5.4M | $-15.7M | ||
| Q4 24 | $35.6M | $53.8M | ||
| Q3 24 | $15.1M | $-23.7M | ||
| Q2 24 | $19.2M | $-12.9M |
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | 12.0% | ||
| Q3 25 | -0.8% | 9.7% | ||
| Q2 25 | 9.5% | -2.9% | ||
| Q1 25 | 4.0% | -8.7% | ||
| Q4 24 | 29.4% | 21.4% | ||
| Q3 24 | 11.1% | -11.3% | ||
| Q2 24 | 11.7% | -6.7% |
| Q1 26 | — | — | ||
| Q4 25 | 2.4% | 0.9% | ||
| Q3 25 | 2.1% | 2.6% | ||
| Q2 25 | 1.8% | 2.6% | ||
| Q1 25 | 2.2% | 6.7% | ||
| Q4 24 | 1.9% | 3.2% | ||
| Q3 24 | 2.1% | 4.2% | ||
| Q2 24 | 2.5% | 1.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 416.65× | — | ||
| Q4 24 | 2.38× | — | ||
| Q3 24 | 6.03× | — | ||
| Q2 24 | 6.15× | — |
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
MEC
| Fabrication | $72.2M | 54% |
| Construction And Access | $19.2M | 14% |
| Tubes | $16.2M | 12% |
| Other Market | $11.9M | 9% |
| Agriculture | $7.7M | 6% |
| Military | $6.7M | 5% |
| Outdoor Sports | $1.7M | 1% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |