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MUELLER INDUSTRIES INC（MLI）とSCANSOURCE, INC.（SCSC）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 $766.5M、SCANSOURCE, INC.の約1.3倍）。MUELLER INDUSTRIES INCの純利益率が高く（16.0% vs 2.2%、差は13.8%）。MUELLER INDUSTRIES INCの前年同期比売上増加率が高い（4.2% vs 2.5%）。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 $28.9M）。過去8四半期でMUELLER INDUSTRIES INCの売上複合成長率が高い（6.4% vs 0.9%）
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。
ScanSource社は世界有数の専門技術流通企業で、POSシステム、バーコードスキャナー、サイバーセキュリティ製品、クラウドサービス、通信ソリューションなどを取り扱い、北米・中南米・欧州の付加価値販売業者、サービスプロバイダー、企業顧客向けに事業を展開し、小売、医療、産業、公共部門を主な対象分野としています。
MLI vs SCSC — 直接比較
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $962.4M | $766.5M |
| 純利益 | $153.7M | $16.5M |
| 粗利率 | — | 13.4% |
| 営業利益率 | 17.9% | 2.3% |
| 純利益率 | 16.0% | 2.2% |
| 売上前年比 | 4.2% | 2.5% |
| 純利益前年比 | 11.7% | -3.3% |
| EPS（希薄化後） | $1.37 | $0.75 |
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 | $766.5M | ||
| Q3 25 | $1.1B | $739.6M | ||
| Q2 25 | $1.1B | $812.9M | ||
| Q1 25 | $1.0B | $704.8M | ||
| Q4 24 | $923.5M | $747.5M | ||
| Q3 24 | $997.8M | $775.6M | ||
| Q2 24 | $997.7M | $746.1M | ||
| Q1 24 | $849.7M | $752.6M |
| Q4 25 | $153.7M | $16.5M | ||
| Q3 25 | $208.1M | $19.9M | ||
| Q2 25 | $245.9M | $20.1M | ||
| Q1 25 | $157.4M | $17.4M | ||
| Q4 24 | $137.7M | $17.1M | ||
| Q3 24 | $168.7M | $17.0M | ||
| Q2 24 | $160.2M | $16.1M | ||
| Q1 24 | $138.4M | $12.8M |
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 14.2% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | 27.6% | 13.1% | ||
| Q2 24 | 27.3% | 13.0% | ||
| Q1 24 | 28.4% | 12.6% |
| Q4 25 | 17.9% | 2.3% | ||
| Q3 25 | 25.6% | 3.5% | ||
| Q2 25 | 26.7% | 3.3% | ||
| Q1 25 | 20.6% | 3.2% | ||
| Q4 24 | 18.4% | 2.5% | ||
| Q3 24 | 20.7% | 2.3% | ||
| Q2 24 | 21.0% | 2.9% | ||
| Q1 24 | 21.6% | 2.3% |
| Q4 25 | 16.0% | 2.2% | ||
| Q3 25 | 19.3% | 2.7% | ||
| Q2 25 | 21.6% | 2.5% | ||
| Q1 25 | 15.7% | 2.5% | ||
| Q4 24 | 14.9% | 2.3% | ||
| Q3 24 | 16.9% | 2.2% | ||
| Q2 24 | 16.1% | 2.2% | ||
| Q1 24 | 16.3% | 1.7% |
| Q4 25 | $1.37 | $0.75 | ||
| Q3 25 | $1.88 | $0.89 | ||
| Q2 25 | $2.22 | $0.87 | ||
| Q1 25 | $1.39 | $0.74 | ||
| Q4 24 | $1.21 | $0.70 | ||
| Q3 24 | $1.48 | $0.69 | ||
| Q2 24 | $1.41 | $0.66 | ||
| Q1 24 | $1.21 | $0.50 |
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 | $83.5M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $3.2B | $910.9M |
| 総資産 | $3.7B | $1.7B |
| 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 | $1.4B | $83.5M | ||
| Q3 25 | $1.3B | $124.9M | ||
| Q2 25 | $1.1B | $126.2M | ||
| Q1 25 | $873.6M | $146.3M | ||
| Q4 24 | $1.1B | $110.5M | ||
| Q3 24 | $969.6M | $145.0M | ||
| Q2 24 | $825.7M | $185.5M | ||
| Q1 24 | $1.4B | $159.1M |
| Q4 25 | $3.2B | $910.9M | ||
| Q3 25 | $3.1B | $914.0M | ||
| Q2 25 | $2.9B | $906.4M | ||
| Q1 25 | $2.7B | $901.7M | ||
| Q4 24 | $2.8B | $900.7M | ||
| Q3 24 | $2.7B | $920.9M | ||
| Q2 24 | $2.5B | $924.3M | ||
| Q1 24 | $2.4B | $944.1M |
| Q4 25 | $3.7B | $1.7B | ||
| Q3 25 | $3.7B | $1.7B | ||
| Q2 25 | $3.5B | $1.8B | ||
| Q1 25 | $3.2B | $1.7B | ||
| Q4 24 | $3.3B | $1.7B | ||
| Q3 24 | $3.2B | $1.8B | ||
| Q2 24 | $3.1B | $1.8B | ||
| Q1 24 | $2.9B | $1.8B |
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 | $141.2M | $30.8M |
| フリーキャッシュフロー営業CF - 設備投資 | $121.4M | $28.9M |
| FCFマージンFCF / 売上 | 12.6% | 3.8% |
| 設備投資強度設備投資 / 売上 | 2.1% | 0.3% |
| キャッシュ転換率営業CF / 純利益 | 0.92× | 1.87× |
| 直近12ヶ月FCF直近4四半期 | $686.6M | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $141.2M | $30.8M | ||
| Q3 25 | $310.1M | $23.2M | ||
| Q2 25 | $190.6M | — | ||
| Q1 25 | $113.6M | $66.1M | ||
| Q4 24 | $140.1M | $-6.2M | ||
| Q3 24 | $231.4M | $44.8M | ||
| Q2 24 | $100.8M | — | ||
| Q1 24 | $173.6M | $160.2M |
| Q4 25 | $121.4M | $28.9M | ||
| Q3 25 | $291.8M | $20.8M | ||
| Q2 25 | $176.5M | — | ||
| Q1 25 | $97.0M | $64.6M | ||
| Q4 24 | $111.2M | $-8.2M | ||
| Q3 24 | $205.7M | $42.5M | ||
| Q2 24 | $91.6M | — | ||
| Q1 24 | $157.2M | $157.7M |
| Q4 25 | 12.6% | 3.8% | ||
| Q3 25 | 27.1% | 2.8% | ||
| Q2 25 | 15.5% | — | ||
| Q1 25 | 9.7% | 9.2% | ||
| Q4 24 | 12.0% | -1.1% | ||
| Q3 24 | 20.6% | 5.5% | ||
| Q2 24 | 9.2% | — | ||
| Q1 24 | 18.5% | 21.0% |
| Q4 25 | 2.1% | 0.3% | ||
| Q3 25 | 1.7% | 0.3% | ||
| Q2 25 | 1.2% | 0.3% | ||
| Q1 25 | 1.7% | 0.2% | ||
| Q4 24 | 3.1% | 0.3% | ||
| Q3 24 | 2.6% | 0.3% | ||
| Q2 24 | 0.9% | 0.2% | ||
| Q1 24 | 1.9% | 0.3% |
| Q4 25 | 0.92× | 1.87× | ||
| Q3 25 | 1.49× | 1.17× | ||
| Q2 25 | 0.78× | — | ||
| Q1 25 | 0.72× | 3.79× | ||
| Q4 24 | 1.02× | -0.36× | ||
| Q3 24 | 1.37× | 2.64× | ||
| Q2 24 | 0.63× | — | ||
| Q1 24 | 1.25× | 12.51× |
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% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
