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MUELLER INDUSTRIES INC（MLI）とRB GLOBAL INC.（RBA）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
RB GLOBAL INC.の直近四半期売上が大きい（$1.2B vs $962.4M、MUELLER INDUSTRIES INCの約1.3倍）。MUELLER INDUSTRIES INCの純利益率が高く（16.0% vs 9.1%、差は6.9%）。RB GLOBAL INC.の前年同期比売上増加率が高い（5.4% vs 4.2%）。RB GLOBAL INC.の直近四半期フリーキャッシュフローが多い（$186.5M vs $121.4M）。過去8四半期でMUELLER INDUSTRIES INCの売上複合成長率が高い（6.4% vs 6.3%）
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。
リッチーブラザーズオークショニア（証券コードRBA）はカナダに登記されている上場企業で、本社は米国イリノイ州ウェストチェスターに所在し、普通株式はトロント証券取引所とニューヨーク証券取引所の両方で取引されています。
MLI vs RBA — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $962.4M | $1.2B |
| 純利益 | $153.7M | $109.7M |
| 粗利率 | — | — |
| 営業利益率 | 17.9% | 14.7% |
| 純利益率 | 16.0% | 9.1% |
| 売上前年比 | 4.2% | 5.4% |
| 純利益前年比 | 11.7% | -7.4% |
| EPS（希薄化後） | $1.37 | $0.53 |
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 | $1.2B | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.0B | $1.1B | ||
| Q4 24 | $923.5M | $1.1B | ||
| Q3 24 | $997.8M | $981.8M | ||
| Q2 24 | $997.7M | $1.1B | ||
| Q1 24 | $849.7M | $1.1B |
| Q4 25 | $153.7M | $109.7M | ||
| Q3 25 | $208.1M | $95.5M | ||
| Q2 25 | $245.9M | $109.8M | ||
| Q1 25 | $157.4M | $113.4M | ||
| Q4 24 | $137.7M | $118.5M | ||
| Q3 24 | $168.7M | $76.1M | ||
| Q2 24 | $160.2M | $111.1M | ||
| Q1 24 | $138.4M | $107.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 27.6% | — | ||
| Q2 24 | 27.3% | — | ||
| Q1 24 | 28.4% | — |
| Q4 25 | 17.9% | 14.7% | ||
| Q3 25 | 25.6% | 14.5% | ||
| Q2 25 | 26.7% | 15.9% | ||
| Q1 25 | 20.6% | 17.1% | ||
| Q4 24 | 18.4% | 18.1% | ||
| Q3 24 | 20.7% | 15.6% | ||
| Q2 24 | 21.0% | 18.4% | ||
| Q1 24 | 21.6% | 18.7% |
| Q4 25 | 16.0% | 9.1% | ||
| Q3 25 | 19.3% | 8.7% | ||
| Q2 25 | 21.6% | 9.3% | ||
| Q1 25 | 15.7% | 10.2% | ||
| Q4 24 | 14.9% | 10.4% | ||
| Q3 24 | 16.9% | 7.8% | ||
| Q2 24 | 16.1% | 10.1% | ||
| Q1 24 | 16.3% | 10.1% |
| Q4 25 | $1.37 | $0.53 | ||
| Q3 25 | $1.88 | $0.43 | ||
| Q2 25 | $2.22 | $0.53 | ||
| Q1 25 | $1.39 | $0.55 | ||
| Q4 24 | $1.21 | $0.58 | ||
| Q3 24 | $1.48 | $0.36 | ||
| Q2 24 | $1.41 | $0.54 | ||
| Q1 24 | $1.21 | $0.53 |
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 | $531.5M |
| 総負債低いほど良い | — | $2.3B |
| 株主資本純資産 | $3.2B | $5.6B |
| 総資産 | $3.7B | $12.1B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.42× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.4B | $531.5M | ||
| Q3 25 | $1.3B | $674.7M | ||
| Q2 25 | $1.1B | $710.2M | ||
| Q1 25 | $873.6M | $578.1M | ||
| Q4 24 | $1.1B | $533.9M | ||
| Q3 24 | $969.6M | $650.7M | ||
| Q2 24 | $825.7M | $599.5M | ||
| Q1 24 | $1.4B | $462.8M |
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.8B | ||
| Q1 24 | — | $2.9B |
| Q4 25 | $3.2B | $5.6B | ||
| Q3 25 | $3.1B | $5.5B | ||
| Q2 25 | $2.9B | $5.5B | ||
| Q1 25 | $2.7B | $5.3B | ||
| Q4 24 | $2.8B | $5.2B | ||
| Q3 24 | $2.7B | $5.2B | ||
| Q2 24 | $2.5B | $5.2B | ||
| Q1 24 | $2.4B | $5.1B |
| Q4 25 | $3.7B | $12.1B | ||
| Q3 25 | $3.7B | $12.2B | ||
| Q2 25 | $3.5B | $12.2B | ||
| Q1 25 | $3.2B | $11.9B | ||
| Q4 24 | $3.3B | $11.8B | ||
| Q3 24 | $3.2B | $11.9B | ||
| Q2 24 | $3.1B | $12.1B | ||
| Q1 24 | $2.9B | $12.0B |
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | — | 0.52× | ||
| Q2 24 | — | 0.55× | ||
| Q1 24 | — | 0.58× |
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 | $255.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $121.4M | $186.5M |
| FCFマージンFCF / 売上 | 12.6% | 15.5% |
| 設備投資強度設備投資 / 売上 | 2.1% | 5.7% |
| キャッシュ転換率営業CF / 純利益 | 0.92× | 2.33× |
| 直近12ヶ月FCF直近4四半期 | $686.6M | $719.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $141.2M | $255.2M | ||
| Q3 25 | $310.1M | $239.7M | ||
| Q2 25 | $190.6M | $326.5M | ||
| Q1 25 | $113.6M | $156.8M | ||
| Q4 24 | $140.1M | $184.5M | ||
| Q3 24 | $231.4M | $285.4M | ||
| Q2 24 | $100.8M | $337.3M | ||
| Q1 24 | $173.6M | $124.8M |
| Q4 25 | $121.4M | $186.5M | ||
| Q3 25 | $291.8M | $188.5M | ||
| Q2 25 | $176.5M | $241.7M | ||
| Q1 25 | $97.0M | $102.5M | ||
| Q4 24 | $111.2M | $127.9M | ||
| Q3 24 | $205.7M | $248.5M | ||
| Q2 24 | $91.6M | $308.6M | ||
| Q1 24 | $157.2M | $79.6M |
| Q4 25 | 12.6% | 15.5% | ||
| Q3 25 | 27.1% | 17.3% | ||
| Q2 25 | 15.5% | 20.4% | ||
| Q1 25 | 9.7% | 9.2% | ||
| Q4 24 | 12.0% | 11.2% | ||
| Q3 24 | 20.6% | 25.3% | ||
| Q2 24 | 9.2% | 28.2% | ||
| Q1 24 | 18.5% | 7.5% |
| Q4 25 | 2.1% | 5.7% | ||
| Q3 25 | 1.7% | 4.7% | ||
| Q2 25 | 1.2% | 7.2% | ||
| Q1 25 | 1.7% | 4.9% | ||
| Q4 24 | 3.1% | 5.0% | ||
| Q3 24 | 2.6% | 3.8% | ||
| Q2 24 | 0.9% | 2.6% | ||
| Q1 24 | 1.9% | 4.2% |
| Q4 25 | 0.92× | 2.33× | ||
| Q3 25 | 1.49× | 2.51× | ||
| Q2 25 | 0.78× | 2.97× | ||
| Q1 25 | 0.72× | 1.38× | ||
| Q4 24 | 1.02× | 1.56× | ||
| Q3 24 | 1.37× | 3.75× | ||
| Q2 24 | 0.63× | 3.04× | ||
| Q1 24 | 1.25× | 1.16× |
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% |
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |
