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MUELLER INDUSTRIES INC（MLI）とWillScot Holdings Corp（WSC）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 $566.0M、WillScot Holdings Corpの約1.7倍）。MUELLER INDUSTRIES INCの純利益率が高く（16.0% vs -33.1%、差は49.1%）。MUELLER INDUSTRIES INCの前年同期比売上増加率が高い（4.2% vs -6.1%）。WillScot Holdings Corpの直近四半期フリーキャッシュフローが多い（$149.7M 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 -1.8%）
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。
WillScotホールディングス・コーポレーションは北米で有数のモジュール式スペースおよびポータブルストレージサービスプロバイダーで、建設、商業開発、教育、医療、政府プロジェクト、イベントなど多岐にわたる分野の顧客に、柔軟で拡張性の高い仮設・半永久的スペースソリューションを提供しています。
MLI vs WSC — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $962.4M | $566.0M |
| 純利益 | $153.7M | $-187.3M |
| 粗利率 | — | 50.4% |
| 営業利益率 | 17.9% | -32.5% |
| 純利益率 | 16.0% | -33.1% |
| 売上前年比 | 4.2% | -6.1% |
| 純利益前年比 | 11.7% | -310.0% |
| EPS（希薄化後） | $1.37 | $-1.02 |
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 | $566.0M | ||
| Q3 25 | $1.1B | $566.8M | ||
| Q2 25 | $1.1B | $589.1M | ||
| Q1 25 | $1.0B | $559.6M | ||
| Q4 24 | $923.5M | $602.5M | ||
| Q3 24 | $997.8M | $601.4M | ||
| Q2 24 | $997.7M | $604.6M | ||
| Q1 24 | $849.7M | $587.2M |
| Q4 25 | $153.7M | $-187.3M | ||
| Q3 25 | $208.1M | $43.3M | ||
| Q2 25 | $245.9M | $47.9M | ||
| Q1 25 | $157.4M | $43.1M | ||
| Q4 24 | $137.7M | $89.2M | ||
| Q3 24 | $168.7M | $-70.5M | ||
| Q2 24 | $160.2M | $-46.9M | ||
| Q1 24 | $138.4M | $56.2M |
| Q4 25 | — | 50.4% | ||
| Q3 25 | — | 49.7% | ||
| Q2 25 | — | 50.3% | ||
| Q1 25 | — | 53.7% | ||
| Q4 24 | — | 55.8% | ||
| Q3 24 | 27.6% | 53.5% | ||
| Q2 24 | 27.3% | 54.1% | ||
| Q1 24 | 28.4% | 54.0% |
| Q4 25 | 17.9% | -32.5% | ||
| Q3 25 | 25.6% | 21.0% | ||
| Q2 25 | 26.7% | 21.5% | ||
| Q1 25 | 20.6% | 21.3% | ||
| Q4 24 | 18.4% | 28.9% | ||
| Q3 24 | 20.7% | -5.9% | ||
| Q2 24 | 21.0% | -0.9% | ||
| Q1 24 | 21.6% | 22.1% |
| Q4 25 | 16.0% | -33.1% | ||
| Q3 25 | 19.3% | 7.6% | ||
| Q2 25 | 21.6% | 8.1% | ||
| Q1 25 | 15.7% | 7.7% | ||
| Q4 24 | 14.9% | 14.8% | ||
| Q3 24 | 16.9% | -11.7% | ||
| Q2 24 | 16.1% | -7.7% | ||
| Q1 24 | 16.3% | 9.6% |
| Q4 25 | $1.37 | $-1.02 | ||
| Q3 25 | $1.88 | $0.24 | ||
| Q2 25 | $2.22 | $0.26 | ||
| Q1 25 | $1.39 | $0.23 | ||
| Q4 24 | $1.21 | $0.48 | ||
| Q3 24 | $1.48 | $-0.37 | ||
| Q2 24 | $1.41 | $-0.25 | ||
| Q1 24 | $1.21 | $0.29 |
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 | $14.6M |
| 総負債低いほど良い | — | $3.6B |
| 株主資本純資産 | $3.2B | $856.3M |
| 総資産 | $3.7B | $5.8B |
| 負債/資本比率低いほどレバレッジが低い | — | 4.15× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.4B | $14.6M | ||
| Q3 25 | $1.3B | $14.8M | ||
| Q2 25 | $1.1B | $12.8M | ||
| Q1 25 | $873.6M | $10.7M | ||
| Q4 24 | $1.1B | $9.0M | ||
| Q3 24 | $969.6M | $11.0M | ||
| Q2 24 | $825.7M | $5.9M | ||
| Q1 24 | $1.4B | $13.1M |
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.5B | ||
| Q1 24 | — | $3.5B |
| Q4 25 | $3.2B | $856.3M | ||
| Q3 25 | $3.1B | $1.1B | ||
| Q2 25 | $2.9B | $1.0B | ||
| Q1 25 | $2.7B | $1.0B | ||
| Q4 24 | $2.8B | $1.0B | ||
| Q3 24 | $2.7B | $1.1B | ||
| Q2 24 | $2.5B | $1.2B | ||
| Q1 24 | $2.4B | $1.3B |
| Q4 25 | $3.7B | $5.8B | ||
| Q3 25 | $3.7B | $6.1B | ||
| Q2 25 | $3.5B | $6.1B | ||
| Q1 25 | $3.2B | $6.0B | ||
| Q4 24 | $3.3B | $6.0B | ||
| Q3 24 | $3.2B | $6.0B | ||
| Q2 24 | $3.1B | $6.0B | ||
| Q1 24 | $2.9B | $6.2B |
| Q4 25 | — | 4.15× | ||
| Q3 25 | — | 3.39× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 3.56× | ||
| Q4 24 | — | 3.62× | ||
| Q3 24 | — | 3.42× | ||
| Q2 24 | — | 2.88× | ||
| Q1 24 | — | 2.63× |
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 | $158.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $121.4M | $149.7M |
| FCFマージンFCF / 売上 | 12.6% | 26.5% |
| 設備投資強度設備投資 / 売上 | 2.1% | 1.6% |
| キャッシュ転換率営業CF / 純利益 | 0.92× | — |
| 直近12ヶ月FCF直近4四半期 | $686.6M | $737.7M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $141.2M | $158.9M | ||
| Q3 25 | $310.1M | $191.2M | ||
| Q2 25 | $190.6M | $205.3M | ||
| Q1 25 | $113.6M | $206.6M | ||
| Q4 24 | $140.1M | $178.9M | ||
| Q3 24 | $231.4M | $-1.6M | ||
| Q2 24 | $100.8M | $175.6M | ||
| Q1 24 | $173.6M | $208.7M |
| Q4 25 | $121.4M | $149.7M | ||
| Q3 25 | $291.8M | $186.9M | ||
| Q2 25 | $176.5M | $199.0M | ||
| Q1 25 | $97.0M | $202.0M | ||
| Q4 24 | $111.2M | $176.6M | ||
| Q3 24 | $205.7M | $-4.9M | ||
| Q2 24 | $91.6M | $169.4M | ||
| Q1 24 | $157.2M | $202.1M |
| Q4 25 | 12.6% | 26.5% | ||
| Q3 25 | 27.1% | 33.0% | ||
| Q2 25 | 15.5% | 33.8% | ||
| Q1 25 | 9.7% | 36.1% | ||
| Q4 24 | 12.0% | 29.3% | ||
| Q3 24 | 20.6% | -0.8% | ||
| Q2 24 | 9.2% | 28.0% | ||
| Q1 24 | 18.5% | 34.4% |
| Q4 25 | 2.1% | 1.6% | ||
| Q3 25 | 1.7% | 0.7% | ||
| Q2 25 | 1.2% | 1.1% | ||
| Q1 25 | 1.7% | 0.8% | ||
| Q4 24 | 3.1% | 0.4% | ||
| Q3 24 | 2.6% | 0.6% | ||
| Q2 24 | 0.9% | 1.0% | ||
| Q1 24 | 1.9% | 1.1% |
| Q4 25 | 0.92× | — | ||
| Q3 25 | 1.49× | 4.41× | ||
| Q2 25 | 0.78× | 4.28× | ||
| Q1 25 | 0.72× | 4.80× | ||
| Q4 24 | 1.02× | 2.01× | ||
| Q3 24 | 1.37× | — | ||
| Q2 24 | 0.63× | — | ||
| Q1 24 | 1.25× | 3.71× |
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% |
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
