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MUELLER INDUSTRIES INC（MLI）とSimpson Manufacturing Co., Inc.（SSD）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 $539.3M、Simpson Manufacturing Co., Inc.の約1.8倍）。MUELLER INDUSTRIES INCの純利益率が高く（16.0% vs 10.4%、差は5.5%）。Simpson Manufacturing Co., Inc.の前年同期比売上増加率が高い（4.2% 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 $119.0M）。過去8四半期でMUELLER INDUSTRIES INCの売上複合成長率が高い（6.4% vs 0.8%）
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。
シンプソン・マニュファクチャリングは米国屈指の建築資材メーカーで、新築工事や改修工事向けの構造用接合金物、ファスナー、アンカーなどの製品を製造・供給しており、業界で高い技術力と市場シェアを誇っています。
MLI vs SSD — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $962.4M | $539.3M |
| 純利益 | $153.7M | $56.2M |
| 粗利率 | — | 43.4% |
| 営業利益率 | 17.9% | 13.9% |
| 純利益率 | 16.0% | 10.4% |
| 売上前年比 | 4.2% | 4.2% |
| 純利益前年比 | 11.7% | 1.4% |
| EPS（希薄化後） | $1.37 | $1.34 |
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 | $539.3M | ||
| Q3 25 | $1.1B | $623.5M | ||
| Q2 25 | $1.1B | $631.1M | ||
| Q1 25 | $1.0B | $538.9M | ||
| Q4 24 | $923.5M | $517.4M | ||
| Q3 24 | $997.8M | $587.2M | ||
| Q2 24 | $997.7M | $597.0M | ||
| Q1 24 | $849.7M | $530.6M |
| Q4 25 | $153.7M | $56.2M | ||
| Q3 25 | $208.1M | $107.4M | ||
| Q2 25 | $245.9M | $103.5M | ||
| Q1 25 | $157.4M | $77.9M | ||
| Q4 24 | $137.7M | $55.4M | ||
| Q3 24 | $168.7M | $93.5M | ||
| Q2 24 | $160.2M | $97.8M | ||
| Q1 24 | $138.4M | $75.4M |
| Q4 25 | — | 43.4% | ||
| Q3 25 | — | 46.4% | ||
| Q2 25 | — | 46.7% | ||
| Q1 25 | — | 46.8% | ||
| Q4 24 | — | 44.0% | ||
| Q3 24 | 27.6% | 46.8% | ||
| Q2 24 | 27.3% | 46.7% | ||
| Q1 24 | 28.4% | 46.1% |
| Q4 25 | 17.9% | 13.9% | ||
| Q3 25 | 25.6% | 22.6% | ||
| Q2 25 | 26.7% | 22.2% | ||
| Q1 25 | 20.6% | 19.0% | ||
| Q4 24 | 18.4% | 14.8% | ||
| Q3 24 | 20.7% | 21.3% | ||
| Q2 24 | 21.0% | 22.1% | ||
| Q1 24 | 21.6% | 18.1% |
| Q4 25 | 16.0% | 10.4% | ||
| Q3 25 | 19.3% | 17.2% | ||
| Q2 25 | 21.6% | 16.4% | ||
| Q1 25 | 15.7% | 14.5% | ||
| Q4 24 | 14.9% | 10.7% | ||
| Q3 24 | 16.9% | 15.9% | ||
| Q2 24 | 16.1% | 16.4% | ||
| Q1 24 | 16.3% | 14.2% |
| Q4 25 | $1.37 | $1.34 | ||
| Q3 25 | $1.88 | $2.58 | ||
| Q2 25 | $2.22 | $2.47 | ||
| Q1 25 | $1.39 | $1.85 | ||
| Q4 24 | $1.21 | $1.31 | ||
| Q3 24 | $1.48 | $2.21 | ||
| Q2 24 | $1.41 | $2.31 | ||
| Q1 24 | $1.21 | $1.77 |
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 | $384.1M |
| 総負債低いほど良い | — | $300.0M |
| 株主資本純資産 | $3.2B | $2.0B |
| 総資産 | $3.7B | $3.1B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.15× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.4B | $384.1M | ||
| Q3 25 | $1.3B | $297.3M | ||
| Q2 25 | $1.1B | $190.4M | ||
| Q1 25 | $873.6M | $150.3M | ||
| Q4 24 | $1.1B | $239.4M | ||
| Q3 24 | $969.6M | $339.4M | ||
| Q2 24 | $825.7M | $354.9M | ||
| Q1 24 | $1.4B | $369.1M |
| Q4 25 | — | $300.0M | ||
| Q3 25 | — | $371.3M | ||
| Q2 25 | — | $376.9M | ||
| Q1 25 | — | $382.5M | ||
| Q4 24 | — | $388.1M | ||
| Q3 24 | — | $393.8M | ||
| Q2 24 | — | $399.4M | ||
| Q1 24 | — | $405.0M |
| Q4 25 | $3.2B | $2.0B | ||
| Q3 25 | $3.1B | $2.0B | ||
| Q2 25 | $2.9B | $1.9B | ||
| Q1 25 | $2.7B | $1.9B | ||
| Q4 24 | $2.8B | $1.8B | ||
| Q3 24 | $2.7B | $1.9B | ||
| Q2 24 | $2.5B | $1.8B | ||
| Q1 24 | $2.4B | $1.7B |
| Q4 25 | $3.7B | $3.1B | ||
| Q3 25 | $3.7B | $3.0B | ||
| Q2 25 | $3.5B | $3.0B | ||
| Q1 25 | $3.2B | $2.8B | ||
| Q4 24 | $3.3B | $2.7B | ||
| Q3 24 | $3.2B | $2.9B | ||
| Q2 24 | $3.1B | $2.8B | ||
| Q1 24 | $2.9B | $2.7B |
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× | ||
| Q1 24 | — | 0.23× |
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 | $155.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $121.4M | $119.0M |
| FCFマージンFCF / 売上 | 12.6% | 22.1% |
| 設備投資強度設備投資 / 売上 | 2.1% | 6.8% |
| キャッシュ転換率営業CF / 純利益 | 0.92× | 2.77× |
| 直近12ヶ月FCF直近4四半期 | $686.6M | $297.6M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $141.2M | $155.7M | ||
| Q3 25 | $310.1M | $170.2M | ||
| Q2 25 | $190.6M | $125.2M | ||
| Q1 25 | $113.6M | $7.6M | ||
| Q4 24 | $140.1M | $115.8M | ||
| Q3 24 | $231.4M | $103.3M | ||
| Q2 24 | $100.8M | $111.1M | ||
| Q1 24 | $173.6M | $7.9M |
| Q4 25 | $121.4M | $119.0M | ||
| Q3 25 | $291.8M | $133.9M | ||
| Q2 25 | $176.5M | $87.3M | ||
| Q1 25 | $97.0M | $-42.6M | ||
| Q4 24 | $111.2M | $60.3M | ||
| Q3 24 | $205.7M | $58.1M | ||
| Q2 24 | $91.6M | $70.9M | ||
| Q1 24 | $157.2M | $-31.5M |
| Q4 25 | 12.6% | 22.1% | ||
| Q3 25 | 27.1% | 21.5% | ||
| Q2 25 | 15.5% | 13.8% | ||
| Q1 25 | 9.7% | -7.9% | ||
| Q4 24 | 12.0% | 11.7% | ||
| Q3 24 | 20.6% | 9.9% | ||
| Q2 24 | 9.2% | 11.9% | ||
| Q1 24 | 18.5% | -5.9% |
| Q4 25 | 2.1% | 6.8% | ||
| Q3 25 | 1.7% | 5.8% | ||
| Q2 25 | 1.2% | 6.0% | ||
| Q1 25 | 1.7% | 9.3% | ||
| Q4 24 | 3.1% | 10.7% | ||
| Q3 24 | 2.6% | 7.7% | ||
| Q2 24 | 0.9% | 6.7% | ||
| Q1 24 | 1.9% | 7.4% |
| Q4 25 | 0.92× | 2.77× | ||
| Q3 25 | 1.49× | 1.58× | ||
| Q2 25 | 0.78× | 1.21× | ||
| Q1 25 | 0.72× | 0.10× | ||
| Q4 24 | 1.02× | 2.09× | ||
| Q3 24 | 1.37× | 1.10× | ||
| Q2 24 | 0.63× | 1.14× | ||
| Q1 24 | 1.25× | 0.11× |
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% |
SSD
| Wood Construction | $352.0M | 65% |
| Other | $122.4M | 23% |
| Concrete Construction | $64.6M | 12% |
| Other Products | $318.0K | 0% |
