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MUELLER INDUSTRIES INC(MLI)とSPX Technologies, Inc.(SPXC)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 $637.3M、SPX Technologies, Inc.の約1.5倍)。MUELLER INDUSTRIES INCの純利益率が高く(16.0% vs 12.2%、差は3.7%)。SPX Technologies, Inc.の前年同期比売上増加率が高い(19.4% vs 4.2%)。SPX Technologies, Inc.の直近四半期フリーキャッシュフローが多い($126.7M vs $121.4M)。過去8四半期でSPX Technologies, Inc.の売上複合成長率が高い(17.0% 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。
SPXテクノロジーズ社はノースカロライナ州シャーロットに本社を置く米国の製造企業で、HVAC(暖房・換気・空調)、検出計測、送発電、エンジニアリングソリューションの4分野で事業を展開している。主な製品には冷却塔、ボイラー、地下管ケーブル探知機、電力トランス、熱交換器などがあり、複数の知名ブランドを保有している。
MLI vs SPXC — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | ||
|---|---|---|
| 売上 | $962.4M | $637.3M |
| 純利益 | $153.7M | $77.9M |
| 粗利率 | — | 39.8% |
| 営業利益率 | 17.9% | 15.7% |
| 純利益率 | 16.0% | 12.2% |
| 売上前年比 | 4.2% | 19.4% |
| 純利益前年比 | 11.7% | 36.4% |
| EPS(希薄化後) | $1.37 | $1.56 |
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 | $637.3M | ||
| Q3 25 | $1.1B | $592.8M | ||
| Q2 25 | $1.1B | $552.4M | ||
| Q1 25 | $1.0B | $482.6M | ||
| Q4 24 | $923.5M | $533.7M | ||
| Q3 24 | $997.8M | $483.7M | ||
| Q2 24 | $997.7M | $501.3M | ||
| Q1 24 | $849.7M | $465.2M |
| Q4 25 | $153.7M | $77.9M | ||
| Q3 25 | $208.1M | $62.7M | ||
| Q2 25 | $245.9M | $52.2M | ||
| Q1 25 | $157.4M | $51.2M | ||
| Q4 24 | $137.7M | $57.1M | ||
| Q3 24 | $168.7M | $50.2M | ||
| Q2 24 | $160.2M | $44.2M | ||
| Q1 24 | $138.4M | $49.0M |
| Q4 25 | — | 39.8% | ||
| Q3 25 | — | 40.4% | ||
| Q2 25 | — | 41.4% | ||
| Q1 25 | — | 40.6% | ||
| Q4 24 | — | 40.9% | ||
| Q3 24 | 27.6% | 40.9% | ||
| Q2 24 | 27.3% | 40.1% | ||
| Q1 24 | 28.4% | 39.3% |
| Q4 25 | 17.9% | 15.7% | ||
| Q3 25 | 25.6% | 16.4% | ||
| Q2 25 | 26.7% | 15.7% | ||
| Q1 25 | 20.6% | 13.8% | ||
| Q4 24 | 18.4% | 16.9% | ||
| Q3 24 | 20.7% | 16.3% | ||
| Q2 24 | 21.0% | 14.9% | ||
| Q1 24 | 21.6% | 13.9% |
| Q4 25 | 16.0% | 12.2% | ||
| Q3 25 | 19.3% | 10.6% | ||
| Q2 25 | 21.6% | 9.4% | ||
| Q1 25 | 15.7% | 10.6% | ||
| Q4 24 | 14.9% | 10.7% | ||
| Q3 24 | 16.9% | 10.4% | ||
| Q2 24 | 16.1% | 8.8% | ||
| Q1 24 | 16.3% | 10.5% |
| Q4 25 | $1.37 | $1.56 | ||
| Q3 25 | $1.88 | $1.28 | ||
| Q2 25 | $2.22 | $1.10 | ||
| Q1 25 | $1.39 | $1.09 | ||
| Q4 24 | $1.21 | $1.21 | ||
| Q3 24 | $1.48 | $1.06 | ||
| Q2 24 | $1.41 | $0.94 | ||
| Q1 24 | $1.21 | $1.05 |
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 | $364.0M |
| 総負債低いほど良い | — | $496.7M |
| 株主資本純資産 | $3.2B | $2.2B |
| 総資産 | $3.7B | $3.6B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.22× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.4B | $364.0M | ||
| Q3 25 | $1.3B | $229.4M | ||
| Q2 25 | $1.1B | $132.8M | ||
| Q1 25 | $873.6M | $177.8M | ||
| Q4 24 | $1.1B | $156.9M | ||
| Q3 24 | $969.6M | $124.8M | ||
| Q2 24 | $825.7M | $128.1M | ||
| Q1 24 | $1.4B | $100.5M |
| Q4 25 | — | $496.7M | ||
| Q3 25 | — | $499.8M | ||
| Q2 25 | — | $950.3M | ||
| Q1 25 | — | $872.0M | ||
| Q4 24 | — | $577.0M | ||
| Q3 24 | — | $665.2M | ||
| Q2 24 | — | $509.9M | ||
| Q1 24 | — | $516.6M |
| Q4 25 | $3.2B | $2.2B | ||
| Q3 25 | $3.1B | $2.1B | ||
| Q2 25 | $2.9B | $1.5B | ||
| Q1 25 | $2.7B | $1.4B | ||
| Q4 24 | $2.8B | $1.4B | ||
| Q3 24 | $2.7B | $1.4B | ||
| Q2 24 | $2.5B | $1.3B | ||
| Q1 24 | $2.4B | $1.2B |
| Q4 25 | $3.7B | $3.6B | ||
| Q3 25 | $3.7B | $3.4B | ||
| Q2 25 | $3.5B | $3.3B | ||
| Q1 25 | $3.2B | $3.1B | ||
| Q4 24 | $3.3B | $2.7B | ||
| Q3 24 | $3.2B | $2.8B | ||
| Q2 24 | $3.1B | $2.8B | ||
| Q1 24 | $2.9B | $2.8B |
| Q4 25 | — | 0.22× | ||
| Q3 25 | — | 0.23× | ||
| Q2 25 | — | 0.62× | ||
| Q1 25 | — | 0.60× | ||
| Q4 24 | — | 0.42× | ||
| Q3 24 | — | 0.49× | ||
| Q2 24 | — | 0.40× | ||
| Q1 24 | — | 0.42× |
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 | $195.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $121.4M | $126.7M |
| FCFマージンFCF / 売上 | 12.6% | 19.9% |
| 設備投資強度設備投資 / 売上 | 2.1% | 10.7% |
| キャッシュ転換率営業CF / 純利益 | 0.92× | 2.51× |
| 直近12ヶ月FCF直近4四半期 | $686.6M | $241.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $141.2M | $195.2M | ||
| Q3 25 | $310.1M | $106.5M | ||
| Q2 25 | $190.6M | $42.5M | ||
| Q1 25 | $113.6M | $-10.9M | ||
| Q4 24 | $140.1M | $166.5M | ||
| Q3 24 | $231.4M | $51.4M | ||
| Q2 24 | $100.8M | $57.5M | ||
| Q1 24 | $173.6M | $10.5M |
| Q4 25 | $121.4M | $126.7M | ||
| Q3 25 | $291.8M | $96.1M | ||
| Q2 25 | $176.5M | $34.8M | ||
| Q1 25 | $97.0M | $-16.4M | ||
| Q4 24 | $111.2M | $156.7M | ||
| Q3 24 | $205.7M | $43.5M | ||
| Q2 24 | $91.6M | $47.1M | ||
| Q1 24 | $157.2M | $600.0K |
| Q4 25 | 12.6% | 19.9% | ||
| Q3 25 | 27.1% | 16.2% | ||
| Q2 25 | 15.5% | 6.3% | ||
| Q1 25 | 9.7% | -3.4% | ||
| Q4 24 | 12.0% | 29.4% | ||
| Q3 24 | 20.6% | 9.0% | ||
| Q2 24 | 9.2% | 9.4% | ||
| Q1 24 | 18.5% | 0.1% |
| Q4 25 | 2.1% | 10.7% | ||
| Q3 25 | 1.7% | 1.8% | ||
| Q2 25 | 1.2% | 1.4% | ||
| Q1 25 | 1.7% | 1.1% | ||
| Q4 24 | 3.1% | 1.8% | ||
| Q3 24 | 2.6% | 1.6% | ||
| Q2 24 | 0.9% | 2.1% | ||
| Q1 24 | 1.9% | 2.1% |
| Q4 25 | 0.92× | 2.51× | ||
| Q3 25 | 1.49× | 1.70× | ||
| Q2 25 | 0.78× | 0.81× | ||
| Q1 25 | 0.72× | -0.21× | ||
| Q4 24 | 1.02× | 2.92× | ||
| Q3 24 | 1.37× | 1.02× | ||
| Q2 24 | 0.63× | 1.30× | ||
| Q1 24 | 1.25× | 0.21× |
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% |
SPXC
| Package And Process Cooling Equipment And Services And Engineered Air Movement And Handling Solutions | $258.5M | 41% |
| Detectionand Measurement Reportable Segment | $206.2M | 32% |
| CA | $57.7M | 9% |
| Kranze Technology Solutions Inc | $37.9M | 6% |
| GB | $32.0M | 5% |
| Other Foreign Countries | $28.6M | 4% |
| Other | $16.4M | 3% |