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MUELLER INDUSTRIES INC（MLI）とSERVICE CORP INTERNATIONAL（SCI）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
SERVICE CORP INTERNATIONALの直近四半期売上が大きい（$1.1B vs $962.4M、MUELLER INDUSTRIES INCの約1.2倍）。MUELLER INDUSTRIES INCの純利益率が高く（16.0% vs 14.3%、差は1.6%）。MUELLER INDUSTRIES INCの前年同期比売上増加率が高い（4.2% vs 1.7%）。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 $87.2M）。過去8四半期でMUELLER INDUSTRIES INCの売上複合成長率が高い（6.4% vs 3.1%）
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。
国際流通サービス有限会社（IDS）は英国の郵便・宅配便サービス事業者です。2013年に英国政府がロイヤルメールの持株会社として設立し、過半数の株式がロンドン証券取引所で売却され、当時政府は30%の株式を保有していました。2025年4月現在、ダニエル・クレティンスキー所有のチェコEPグループが同社を保有・運営しています。
MLI vs SCI — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $962.4M | $1.1B |
| 純利益 | $153.7M | $159.4M |
| 粗利率 | — | 28.0% |
| 営業利益率 | 17.9% | 24.8% |
| 純利益率 | 16.0% | 14.3% |
| 売上前年比 | 4.2% | 1.7% |
| 純利益前年比 | 11.7% | 5.3% |
| EPS（希薄化後） | $1.37 | $1.13 |
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 | $1.1B | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.1B | $1.1B | ||
| Q1 25 | $1.0B | $1.1B | ||
| Q4 24 | $923.5M | $1.1B | ||
| Q3 24 | $997.8M | $1.0B | ||
| Q2 24 | $997.7M | $1.0B | ||
| Q1 24 | $849.7M | $1.0B |
| Q4 25 | $153.7M | $159.4M | ||
| Q3 25 | $208.1M | $117.5M | ||
| Q2 25 | $245.9M | $122.9M | ||
| Q1 25 | $157.4M | $142.9M | ||
| Q4 24 | $137.7M | $151.4M | ||
| Q3 24 | $168.7M | $117.8M | ||
| Q2 24 | $160.2M | $118.2M | ||
| Q1 24 | $138.4M | $131.3M |
| Q4 25 | — | 28.0% | ||
| Q3 25 | — | 25.1% | ||
| Q2 25 | — | 25.5% | ||
| Q1 25 | — | 27.1% | ||
| Q4 24 | — | 28.0% | ||
| Q3 24 | 27.6% | 24.9% | ||
| Q2 24 | 27.3% | 24.9% | ||
| Q1 24 | 28.4% | 26.2% |
| Q4 25 | 17.9% | 24.8% | ||
| Q3 25 | 25.6% | 21.4% | ||
| Q2 25 | 26.7% | 21.1% | ||
| Q1 25 | 20.6% | 23.4% | ||
| Q4 24 | 18.4% | 24.0% | ||
| Q3 24 | 20.7% | 20.9% | ||
| Q2 24 | 21.0% | 21.4% | ||
| Q1 24 | 21.6% | 22.2% |
| Q4 25 | 16.0% | 14.3% | ||
| Q3 25 | 19.3% | 11.1% | ||
| Q2 25 | 21.6% | 11.5% | ||
| Q1 25 | 15.7% | 13.3% | ||
| Q4 24 | 14.9% | 13.8% | ||
| Q3 24 | 16.9% | 11.6% | ||
| Q2 24 | 16.1% | 11.4% | ||
| Q1 24 | 16.3% | 12.6% |
| Q4 25 | $1.37 | $1.13 | ||
| Q3 25 | $1.88 | $0.83 | ||
| Q2 25 | $2.22 | $0.86 | ||
| Q1 25 | $1.39 | $0.98 | ||
| Q4 24 | $1.21 | $1.02 | ||
| Q3 24 | $1.48 | $0.81 | ||
| Q2 24 | $1.41 | $0.81 | ||
| Q1 24 | $1.21 | $0.89 |
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 | $243.6M |
| 総負債低いほど良い | — | $5.1B |
| 株主資本純資産 | $3.2B | $1.6B |
| 総資産 | $3.7B | $18.7B |
| 負債/資本比率低いほどレバレッジが低い | — | 3.10× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.4B | $243.6M | ||
| Q3 25 | $1.3B | $241.3M | ||
| Q2 25 | $1.1B | $255.4M | ||
| Q1 25 | $873.6M | $227.2M | ||
| Q4 24 | $1.1B | $218.8M | ||
| Q3 24 | $969.6M | $185.4M | ||
| Q2 24 | $825.7M | $184.4M | ||
| Q1 24 | $1.4B | $205.6M |
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $5.0B | ||
| Q2 25 | — | $5.0B | ||
| Q1 25 | — | $4.7B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | — | $4.7B | ||
| Q2 24 | — | $4.7B | ||
| Q1 24 | — | $4.6B |
| Q4 25 | $3.2B | $1.6B | ||
| Q3 25 | $3.1B | $1.6B | ||
| Q2 25 | $2.9B | $1.6B | ||
| Q1 25 | $2.7B | $1.7B | ||
| Q4 24 | $2.8B | $1.7B | ||
| Q3 24 | $2.7B | $1.6B | ||
| Q2 24 | $2.5B | $1.5B | ||
| Q1 24 | $2.4B | $1.6B |
| Q4 25 | $3.7B | $18.7B | ||
| Q3 25 | $3.7B | $18.4B | ||
| Q2 25 | $3.5B | $18.0B | ||
| Q1 25 | $3.2B | $17.3B | ||
| Q4 24 | $3.3B | $17.4B | ||
| Q3 24 | $3.2B | $17.4B | ||
| Q2 24 | $3.1B | $16.8B | ||
| Q1 24 | $2.9B | $16.7B |
| Q4 25 | — | 3.10× | ||
| Q3 25 | — | 3.17× | ||
| Q2 25 | — | 3.19× | ||
| Q1 25 | — | 2.87× | ||
| Q4 24 | — | 2.83× | ||
| Q3 24 | — | 2.92× | ||
| Q2 24 | — | 3.05× | ||
| Q1 24 | — | 2.90× |
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 | $212.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $121.4M | $87.2M |
| FCFマージンFCF / 売上 | 12.6% | 7.8% |
| 設備投資強度設備投資 / 売上 | 2.1% | 11.3% |
| キャッシュ転換率営業CF / 純利益 | 0.92× | 1.34× |
| 直近12ヶ月FCF直近4四半期 | $686.6M | $554.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $141.2M | $212.9M | ||
| Q3 25 | $310.1M | $252.3M | ||
| Q2 25 | $190.6M | $166.4M | ||
| Q1 25 | $113.6M | $311.1M | ||
| Q4 24 | $140.1M | $264.1M | ||
| Q3 24 | $231.4M | $263.8M | ||
| Q2 24 | $100.8M | $196.9M | ||
| Q1 24 | $173.6M | $220.1M |
| Q4 25 | $121.4M | $87.2M | ||
| Q3 25 | $291.8M | $150.7M | ||
| Q2 25 | $176.5M | $83.4M | ||
| Q1 25 | $97.0M | $233.0M | ||
| Q4 24 | $111.2M | $151.8M | ||
| Q3 24 | $205.7M | $162.8M | ||
| Q2 24 | $91.6M | $100.8M | ||
| Q1 24 | $157.2M | $140.3M |
| Q4 25 | 12.6% | 7.8% | ||
| Q3 25 | 27.1% | 14.2% | ||
| Q2 25 | 15.5% | 7.8% | ||
| Q1 25 | 9.7% | 21.7% | ||
| Q4 24 | 12.0% | 13.9% | ||
| Q3 24 | 20.6% | 16.1% | ||
| Q2 24 | 9.2% | 9.7% | ||
| Q1 24 | 18.5% | 13.4% |
| Q4 25 | 2.1% | 11.3% | ||
| Q3 25 | 1.7% | 9.6% | ||
| Q2 25 | 1.2% | 7.8% | ||
| Q1 25 | 1.7% | 7.3% | ||
| Q4 24 | 3.1% | 10.3% | ||
| Q3 24 | 2.6% | 10.0% | ||
| Q2 24 | 0.9% | 9.3% | ||
| Q1 24 | 1.9% | 7.6% |
| Q4 25 | 0.92× | 1.34× | ||
| Q3 25 | 1.49× | 2.15× | ||
| Q2 25 | 0.78× | 1.35× | ||
| Q1 25 | 0.72× | 2.18× | ||
| Q4 24 | 1.02× | 1.75× | ||
| Q3 24 | 1.37× | 2.24× | ||
| Q2 24 | 0.63× | 1.67× | ||
| Q1 24 | 1.25× | 1.68× |
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% |
SCI
| Cemetery | $510.9M | 46% |
| Funeral Matured Preneed Revenue | $196.5M | 18% |
| Cemetery Recognized Preneed Merchandise And Service Revenue | $107.4M | 10% |
| Cemetery Atneed Revenue | $104.9M | 9% |
| CA | $56.4M | 5% |
| Funeral Other Revenue | $54.6M | 5% |
| Cemetery Other Revenue | $40.2M | 4% |
| Nonfuneral Home Revenue | $28.1M | 3% |
| Non Funeral Home Preneed Sales Revenue | $22.0M | 2% |
