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MUELLER INDUSTRIES INC(MLI)とQuanex Building Products CORP(NX)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
MUELLER INDUSTRIES INCの直近四半期売上が大きい($962.4M vs $495.3M、Quanex Building Products CORPの約1.9倍)。MUELLER INDUSTRIES INCの純利益率が高く(16.0% vs -55.7%、差は71.7%)。Quanex Building Products CORPの前年同期比売上増加率が高い(76.7% vs 4.2%)。MUELLER INDUSTRIES INCの直近四半期フリーキャッシュフローが多い($121.4M vs $46.2M)。過去8四半期でQuanex Building Products CORPの売上複合成長率が高い(29.5% vs 6.4%)
Mueller Industriesは1917年創業の米国製造企業で、本社はテネシー州メンフィスに所在する。配管製品、産業用金属、空調機器を主力事業とし、2022年にフォーチュン1000にランクインした、年商数十億ドルの上場企業である。
Quanex Building Products Corporationは、エンジニアリングされた建築部品・資材の大手製造企業です。主な製品には断熱ガラス用スペーサー、窓・ドアシステム、キ�ビネット・家具部品があり、北米・欧州の住宅・商業建築市場向けに省エネで持続可能な建築ソリューションを提供しています。
MLI vs NX — 直接比較
損益計算書 — Q4 2025 vs Q3 2025
| 指標 | ||
|---|---|---|
| 売上 | $962.4M | $495.3M |
| 純利益 | $153.7M | $-276.0M |
| 粗利率 | — | 27.9% |
| 営業利益率 | 17.9% | -54.7% |
| 純利益率 | 16.0% | -55.7% |
| 売上前年比 | 4.2% | 76.7% |
| 純利益前年比 | 11.7% | -1188.8% |
| EPS(希薄化後) | $1.37 | $-6.04 |
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 | $962.4M | — | ||
| Q3 25 | $1.1B | $495.3M | ||
| Q2 25 | $1.1B | $452.5M | ||
| Q1 25 | $1.0B | $400.0M | ||
| Q4 24 | $923.5M | $492.2M | ||
| Q3 24 | $997.8M | $280.3M | ||
| Q2 24 | $997.7M | $266.2M | ||
| Q1 24 | $849.7M | $239.2M |
| Q4 25 | $153.7M | — | ||
| Q3 25 | $208.1M | $-276.0M | ||
| Q2 25 | $245.9M | $20.5M | ||
| Q1 25 | $157.4M | $-14.9M | ||
| Q4 24 | $137.7M | $-13.9M | ||
| Q3 24 | $168.7M | $25.4M | ||
| Q2 24 | $160.2M | $15.4M | ||
| Q1 24 | $138.4M | $6.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | 27.9% | ||
| Q2 25 | — | 29.0% | ||
| Q1 25 | — | 23.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | 27.6% | 25.3% | ||
| Q2 24 | 27.3% | 24.9% | ||
| Q1 24 | 28.4% | 21.5% |
| Q4 25 | 17.9% | — | ||
| Q3 25 | 25.6% | -54.7% | ||
| Q2 25 | 26.7% | 9.0% | ||
| Q1 25 | 20.6% | -1.7% | ||
| Q4 24 | 18.4% | 0.6% | ||
| Q3 24 | 20.7% | 8.4% | ||
| Q2 24 | 21.0% | 7.8% | ||
| Q1 24 | 21.6% | 3.3% |
| Q4 25 | 16.0% | — | ||
| Q3 25 | 19.3% | -55.7% | ||
| Q2 25 | 21.6% | 4.5% | ||
| Q1 25 | 15.7% | -3.7% | ||
| Q4 24 | 14.9% | -2.8% | ||
| Q3 24 | 16.9% | 9.0% | ||
| Q2 24 | 16.1% | 5.8% | ||
| Q1 24 | 16.3% | 2.6% |
| Q4 25 | $1.37 | — | ||
| Q3 25 | $1.88 | $-6.04 | ||
| Q2 25 | $2.22 | $0.44 | ||
| Q1 25 | $1.39 | $-0.32 | ||
| Q4 24 | $1.21 | $-0.52 | ||
| Q3 24 | $1.48 | $0.77 | ||
| Q2 24 | $1.41 | $0.46 | ||
| Q1 24 | $1.21 | $0.19 |
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 | $1.4B | $66.3M |
| 総負債低いほど良い | — | $695.6M |
| 株主資本純資産 | $3.2B | $717.4M |
| 総資産 | $3.7B | $2.0B |
| 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
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.3B | $66.3M | ||
| Q2 25 | $1.1B | $62.6M | ||
| Q1 25 | $873.6M | $50.0M | ||
| Q4 24 | $1.1B | $97.7M | ||
| Q3 24 | $969.6M | $94.0M | ||
| Q2 24 | $825.7M | $56.1M | ||
| Q1 24 | $1.4B | $44.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | $695.6M | ||
| Q2 25 | — | $746.4M | ||
| Q1 25 | — | $725.2M | ||
| Q4 24 | — | $737.2M | ||
| Q3 24 | — | $51.4M | ||
| Q2 24 | — | $51.5M | ||
| Q1 24 | — | $61.6M |
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.1B | $717.4M | ||
| Q2 25 | $2.9B | $1.0B | ||
| Q1 25 | $2.7B | $972.1M | ||
| Q4 24 | $2.8B | $1.0B | ||
| Q3 24 | $2.7B | $594.1M | ||
| Q2 24 | $2.5B | $566.1M | ||
| Q1 24 | $2.4B | $555.0M |
| Q4 25 | $3.7B | — | ||
| Q3 25 | $3.7B | $2.0B | ||
| Q2 25 | $3.5B | $2.3B | ||
| Q1 25 | $3.2B | $2.2B | ||
| Q4 24 | $3.3B | $2.3B | ||
| Q3 24 | $3.2B | $872.5M | ||
| Q2 24 | $3.1B | $837.2M | ||
| Q1 24 | $2.9B | $813.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.97× | ||
| Q2 25 | — | 0.75× | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.09× | ||
| Q2 24 | — | 0.09× | ||
| Q1 24 | — | 0.11× |
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 | $141.2M | $60.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $121.4M | $46.2M |
| FCFマージンFCF / 売上 | 12.6% | 9.3% |
| 設備投資強度設備投資 / 売上 | 2.1% | 2.9% |
| キャッシュ転換率営業CF / 純利益 | 0.92× | — |
| 直近12ヶ月FCF直近4四半期 | $686.6M | $27.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $141.2M | — | ||
| Q3 25 | $310.1M | $60.7M | ||
| Q2 25 | $190.6M | $28.5M | ||
| Q1 25 | $113.6M | $-12.5M | ||
| Q4 24 | $140.1M | $5.5M | ||
| Q3 24 | $231.4M | $46.4M | ||
| Q2 24 | $100.8M | $33.1M | ||
| Q1 24 | $173.6M | $3.9M |
| Q4 25 | $121.4M | — | ||
| Q3 25 | $291.8M | $46.2M | ||
| Q2 25 | $176.5M | $13.6M | ||
| Q1 25 | $97.0M | $-24.1M | ||
| Q4 24 | $111.2M | $-8.2M | ||
| Q3 24 | $205.7M | $40.1M | ||
| Q2 24 | $91.6M | $25.5M | ||
| Q1 24 | $157.2M | $-5.7M |
| Q4 25 | 12.6% | — | ||
| Q3 25 | 27.1% | 9.3% | ||
| Q2 25 | 15.5% | 3.0% | ||
| Q1 25 | 9.7% | -6.0% | ||
| Q4 24 | 12.0% | -1.7% | ||
| Q3 24 | 20.6% | 14.3% | ||
| Q2 24 | 9.2% | 9.6% | ||
| Q1 24 | 18.5% | -2.4% |
| Q4 25 | 2.1% | — | ||
| Q3 25 | 1.7% | 2.9% | ||
| Q2 25 | 1.2% | 3.3% | ||
| Q1 25 | 1.7% | 2.9% | ||
| Q4 24 | 3.1% | 2.8% | ||
| Q3 24 | 2.6% | 2.2% | ||
| Q2 24 | 0.9% | 2.9% | ||
| Q1 24 | 1.9% | 4.0% |
| Q4 25 | 0.92× | — | ||
| Q3 25 | 1.49× | — | ||
| Q2 25 | 0.78× | 1.39× | ||
| Q1 25 | 0.72× | — | ||
| Q4 24 | 1.02× | — | ||
| Q3 24 | 1.37× | 1.83× | ||
| Q2 24 | 0.63× | 2.15× | ||
| Q1 24 | 1.25× | 0.62× |
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
MLI
| Tube And Fittings | $484.6M | 50% |
| Industrial Metals | $252.2M | 26% |
| Valves And Plumbing Specialties | $122.5M | 13% |
| Flex Duct And Other HVAC Components | $80.8M | 8% |
| Other Products | $14.9M | 2% |
NX
| Window And Door Hardware | $150.3M | 30% |
| Screens | $76.8M | 16% |
| Window Profiles | $68.2M | 14% |
| Spacers | $54.7M | 11% |
| Wood Solutions | $53.4M | 11% |
| Seals And Gaskets | $29.9M | 6% |
| Access Solutions | $27.4M | 6% |
| Mixing Solution | $21.5M | 4% |
| Solar | $5.3M | 1% |
| Product Type Other | $3.3M | 1% |