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Mayville Engineering Company, Inc.（MEC）とUSA Compression Partners, LP（USAC）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
USA Compression Partners, LPの直近四半期売上が大きい（$252.5M vs $134.3M、Mayville Engineering Company, Inc.の約1.9倍）。USA Compression Partners, LPの純利益率が高く（11.0% vs -3.2%、差は14.2%）。Mayville Engineering Company, Inc.の前年同期比売上増加率が高い（10.7% vs 2.7%）。USA Compression Partners, LPの直近四半期フリーキャッシュフローが多い（$87.7M vs $10.2M）。過去8四半期でUSA Compression Partners, LPの売上複合成長率が高い（4.9% 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。
USA Compression Partners, LPは米国に本拠を置く天然ガス圧縮サービスプロバイダーであり、石油・ガス業界の上流・中流・下流分野の顧客向けに、カスタム圧縮システム、保守サービス、運用支援を提供し、天然ガスの生産・加工・輸送の効率化を支えています。
MEC vs USAC — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $134.3M | $252.5M |
| 純利益 | $-4.4M | $27.8M |
| 粗利率 | 6.8% | — |
| 営業利益率 | -4.1% | 30.3% |
| 純利益率 | -3.2% | 11.0% |
| 売上前年比 | 10.7% | 2.7% |
| 純利益前年比 | -127.3% | 9.1% |
| EPS（希薄化後） | $-0.22 | — |
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 | $134.3M | $252.5M | ||
| Q3 25 | $144.3M | $250.3M | ||
| Q2 25 | $132.3M | $250.1M | ||
| Q1 25 | $135.6M | $245.2M | ||
| Q4 24 | $121.3M | $245.9M | ||
| Q3 24 | $135.4M | $240.0M | ||
| Q2 24 | $163.6M | $235.3M | ||
| Q1 24 | $161.3M | $229.3M |
| Q4 25 | $-4.4M | $27.8M | ||
| Q3 25 | $-2.7M | $34.5M | ||
| Q2 25 | $-1.1M | $28.6M | ||
| Q1 25 | $20.0K | $20.5M | ||
| Q4 24 | $16.0M | $25.4M | ||
| Q3 24 | $3.0M | $19.3M | ||
| Q2 24 | $3.8M | $31.2M | ||
| Q1 24 | $3.2M | $23.6M |
| Q4 25 | 6.8% | — | ||
| Q3 25 | 11.0% | — | ||
| Q2 25 | 10.3% | — | ||
| Q1 25 | 11.3% | — | ||
| Q4 24 | 8.9% | — | ||
| Q3 24 | 12.6% | — | ||
| Q2 24 | 13.6% | — | ||
| Q1 24 | 13.0% | — |
| Q4 25 | -4.1% | 30.3% | ||
| Q3 25 | 0.0% | 33.5% | ||
| Q2 25 | 0.1% | 30.6% | ||
| Q1 25 | 1.2% | 28.3% | ||
| Q4 24 | 19.0% | 30.3% | ||
| Q3 24 | 4.2% | 31.5% | ||
| Q2 24 | 5.0% | 32.9% | ||
| Q1 24 | 4.7% | 29.2% |
| Q4 25 | -3.2% | 11.0% | ||
| Q3 25 | -1.9% | 13.8% | ||
| Q2 25 | -0.8% | 11.4% | ||
| Q1 25 | 0.0% | 8.4% | ||
| Q4 24 | 13.2% | 10.3% | ||
| Q3 24 | 2.2% | 8.1% | ||
| Q2 24 | 2.3% | 13.3% | ||
| Q1 24 | 2.0% | 10.3% |
| Q4 25 | $-0.22 | — | ||
| Q3 25 | $-0.13 | — | ||
| Q2 25 | $-0.05 | — | ||
| Q1 25 | $0.00 | — | ||
| Q4 24 | $0.76 | — | ||
| Q3 24 | $0.14 | — | ||
| Q2 24 | $0.18 | — | ||
| Q1 24 | $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 | $1.5M | $8.6M |
| 総負債低いほど良い | — | $2.5B |
| 株主資本純資産 | $240.7M | — |
| 総資産 | $563.6M | $2.6B |
| 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 | $1.5M | $8.6M | ||
| Q3 25 | $1.2M | — | ||
| Q2 25 | $206.0K | $2.0K | ||
| Q1 25 | $183.0K | $2.0K | ||
| Q4 24 | $206.0K | $14.0K | ||
| Q3 24 | $178.0K | $79.0K | ||
| Q2 24 | $314.0K | $9.0K | ||
| Q1 24 | $314.0K | $8.0K |
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | — | $2.5B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $2.5B | ||
| Q2 24 | — | $2.5B | ||
| Q1 24 | — | $2.5B |
| Q4 25 | $240.7M | — | ||
| Q3 25 | $244.8M | — | ||
| Q2 25 | $246.8M | — | ||
| Q1 25 | $250.0M | — | ||
| Q4 24 | $251.8M | — | ||
| Q3 24 | $238.4M | — | ||
| Q2 24 | $238.1M | — | ||
| Q1 24 | $234.0M | — |
| Q4 25 | $563.6M | $2.6B | ||
| Q3 25 | $585.6M | $2.7B | ||
| Q2 25 | $433.7M | $2.7B | ||
| Q1 25 | $447.7M | $2.7B | ||
| Q4 24 | $445.6M | $2.7B | ||
| Q3 24 | $466.0M | $2.8B | ||
| Q2 24 | $488.2M | $2.8B | ||
| Q1 24 | $499.9M | $2.8B |
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 | $139.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $10.2M | $87.7M |
| FCFマージンFCF / 売上 | 7.6% | 34.8% |
| 設備投資強度設備投資 / 売上 | 2.4% | 20.5% |
| キャッシュ転換率営業CF / 純利益 | — | 5.02× |
| 直近12ヶ月FCF直近4四半期 | $26.9M | $277.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $13.4M | $139.5M | ||
| Q3 25 | $1.9M | $75.9M | ||
| Q2 25 | $15.0M | $124.2M | ||
| Q1 25 | $8.3M | $54.7M | ||
| Q4 24 | $38.0M | $130.2M | ||
| Q3 24 | $17.9M | $48.5M | ||
| Q2 24 | $23.3M | $96.7M | ||
| Q1 24 | $10.6M | $65.9M |
| Q4 25 | $10.2M | $87.7M | ||
| Q3 25 | $-1.1M | $51.9M | ||
| Q2 25 | $12.5M | $101.1M | ||
| Q1 25 | $5.4M | $36.3M | ||
| Q4 24 | $35.6M | $101.2M | ||
| Q3 24 | $15.1M | $19.8M | ||
| Q2 24 | $19.2M | $48.2M | ||
| Q1 24 | $7.8M | $-32.7M |
| Q4 25 | 7.6% | 34.8% | ||
| Q3 25 | -0.8% | 20.7% | ||
| Q2 25 | 9.5% | 40.4% | ||
| Q1 25 | 4.0% | 14.8% | ||
| Q4 24 | 29.4% | 41.1% | ||
| Q3 24 | 11.1% | 8.2% | ||
| Q2 24 | 11.7% | 20.5% | ||
| Q1 24 | 4.9% | -14.3% |
| Q4 25 | 2.4% | 20.5% | ||
| Q3 25 | 2.1% | 9.6% | ||
| Q2 25 | 1.8% | 9.3% | ||
| Q1 25 | 2.2% | 7.5% | ||
| Q4 24 | 1.9% | 11.8% | ||
| Q3 24 | 2.1% | 12.0% | ||
| Q2 24 | 2.5% | 20.6% | ||
| Q1 24 | 1.7% | 43.0% |
| Q4 25 | — | 5.02× | ||
| Q3 25 | — | 2.20× | ||
| Q2 25 | — | 4.35× | ||
| Q1 25 | 416.65× | 2.66× | ||
| Q4 24 | 2.38× | 5.12× | ||
| Q3 24 | 6.03× | 2.51× | ||
| Q2 24 | 6.15× | 3.10× | ||
| Q1 24 | 3.28× | 2.80× |
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% |
USAC
| Revenue From Contract Operations Excluding Revenue From Related Party | $231.7M | 92% |
| Entities Affiliated With Energy Transfer LP | $16.6M | 7% |
| Transferred At Point In Time | $5.4M | 2% |
