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MONRO, INC.（MNRO）とNational Storage Affiliates Trust（NSA）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
MONRO, INC.の直近四半期売上が大きい（$293.4M vs $187.0M、National Storage Affiliates Trustの約1.6倍）。National Storage Affiliates Trustの純利益率が高く（12.2% vs 3.8%、差は8.4%）。National Storage Affiliates Trustの前年同期比売上増加率が高い（-1.6% vs -4.0%）。National Storage Affiliates Trustの直近四半期フリーキャッシュフローが多い（$299.8M vs $9.1M）。過去8四半期でNational Storage Affiliates Trustの売上複合成長率が高い（-2.4% vs -2.7%）
モンロー社（Monro, Inc.）は自動車サービス企業で、創業地および本社はアメリカ合衆国ニューヨーク州ロチェスターです。2025年時点で1260店舗を展開しており、店舗数と売上高においてDriven Brandsに次ぐ北米第2位の自動車サービス企業です。
ナショナル・ストレージ・アフィリエイツ・トラストは米国に本拠を置く不動産投資信託で、セルフストレージ事業を中心に、米国数十州の施設の所有・運営・買収を行い、個人や企業向けに安全な保管サービスを提供しています。
MNRO vs NSA — 直接比較
損益計算書 — Q3 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $293.4M | $187.0M |
| 純利益 | $11.1M | $22.9M |
| 粗利率 | 34.9% | 72.5% |
| 営業利益率 | 6.3% | 20.2% |
| 純利益率 | 3.8% | 12.2% |
| 売上前年比 | -4.0% | -1.6% |
| 純利益前年比 | 143.1% | 36.8% |
| EPS（希薄化後） | $0.35 | $0.23 |
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 | $293.4M | $187.0M | ||
| Q3 25 | $288.9M | $188.7M | ||
| Q2 25 | $301.0M | $188.8M | ||
| Q1 25 | $295.0M | $188.4M | ||
| Q4 24 | $305.8M | $190.1M | ||
| Q3 24 | $301.4M | $193.6M | ||
| Q2 24 | $293.2M | $190.4M | ||
| Q1 24 | $310.1M | $196.1M |
| Q4 25 | $11.1M | $22.9M | ||
| Q3 25 | $5.7M | $18.4M | ||
| Q2 25 | $-8.1M | $19.5M | ||
| Q1 25 | $-21.3M | $13.0M | ||
| Q4 24 | $4.6M | $16.7M | ||
| Q3 24 | $5.6M | $18.7M | ||
| Q2 24 | $5.9M | $17.1M | ||
| Q1 24 | $3.7M | $59.0M |
| Q4 25 | 34.9% | 72.5% | ||
| Q3 25 | 35.7% | 70.7% | ||
| Q2 25 | 35.5% | 70.5% | ||
| Q1 25 | 33.0% | 70.7% | ||
| Q4 24 | 34.3% | 72.5% | ||
| Q3 24 | 35.3% | 72.8% | ||
| Q2 24 | 37.2% | 72.6% | ||
| Q1 24 | 35.5% | 72.1% |
| Q4 25 | 6.3% | 20.2% | ||
| Q3 25 | 4.4% | 15.8% | ||
| Q2 25 | -2.0% | 16.5% | ||
| Q1 25 | -8.1% | 11.0% | ||
| Q4 24 | 3.3% | 14.5% | ||
| Q3 24 | 4.4% | 15.8% | ||
| Q2 24 | 4.5% | 17.2% | ||
| Q1 24 | 3.3% | 48.9% |
| Q4 25 | 3.8% | 12.2% | ||
| Q3 25 | 2.0% | 9.8% | ||
| Q2 25 | -2.7% | 10.3% | ||
| Q1 25 | -7.2% | 6.9% | ||
| Q4 24 | 1.5% | 8.8% | ||
| Q3 24 | 1.9% | 9.7% | ||
| Q2 24 | 2.0% | 9.0% | ||
| Q1 24 | 1.2% | 30.1% |
| Q4 25 | $0.35 | $0.23 | ||
| Q3 25 | $0.18 | $0.17 | ||
| Q2 25 | $-0.28 | $0.19 | ||
| Q1 25 | $-0.74 | $0.10 | ||
| Q4 24 | $0.15 | $0.19 | ||
| Q3 24 | $0.18 | $0.18 | ||
| Q2 24 | $0.19 | $0.16 | ||
| Q1 24 | $0.12 | $0.65 |
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 | $4.9M | $23.3M |
| 総負債低いほど良い | $45.0M | — |
| 株主資本純資産 | $604.9M | $946.0M |
| 総資産 | $1.6B | $5.1B |
| 負債/資本比率低いほどレバレッジが低い | 0.07× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $4.9M | $23.3M | ||
| Q3 25 | $10.5M | $26.3M | ||
| Q2 25 | $7.8M | $26.1M | ||
| Q1 25 | $20.8M | $19.3M | ||
| Q4 24 | $10.2M | $50.4M | ||
| Q3 24 | $20.9M | $69.9M | ||
| Q2 24 | $18.7M | $59.0M | ||
| Q1 24 | $6.6M | $64.2M |
| Q4 25 | $45.0M | — | ||
| Q3 25 | $60.0M | — | ||
| Q2 25 | $71.5M | — | ||
| Q1 25 | $61.3M | — | ||
| Q4 24 | $59.3M | — | ||
| Q3 24 | $62.0M | — | ||
| Q2 24 | $112.0M | — | ||
| Q1 24 | $102.0M | — |
| Q4 25 | $604.9M | $946.0M | ||
| Q3 25 | $601.7M | $973.1M | ||
| Q2 25 | $604.9M | $1.0B | ||
| Q1 25 | $620.8M | $1.0B | ||
| Q4 24 | $648.9M | $1.1B | ||
| Q3 24 | $651.9M | $986.9M | ||
| Q2 24 | $654.4M | $1.2B | ||
| Q1 24 | $656.8M | $1.3B |
| Q4 25 | $1.6B | $5.1B | ||
| Q3 25 | $1.6B | $5.1B | ||
| Q2 25 | $1.6B | $5.2B | ||
| Q1 25 | $1.6B | $5.3B | ||
| Q4 24 | $1.7B | $5.4B | ||
| Q3 24 | $1.7B | $5.4B | ||
| Q2 24 | $1.7B | $5.3B | ||
| Q1 24 | $1.7B | $5.4B |
| Q4 25 | 0.07× | — | ||
| Q3 25 | 0.10× | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.10× | — | ||
| Q4 24 | 0.09× | — | ||
| Q3 24 | 0.10× | — | ||
| Q2 24 | 0.17× | — | ||
| Q1 24 | 0.16× | — |
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 | $17.8M | $338.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $9.1M | $299.8M |
| FCFマージンFCF / 売上 | 3.1% | 160.3% |
| 設備投資強度設備投資 / 売上 | 3.0% | 20.7% |
| キャッシュ転換率営業CF / 純利益 | 1.60× | 14.79× |
| 直近12ヶ月FCF直近4四半期 | $49.6M | $541.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $17.8M | $338.5M | ||
| Q3 25 | $32.3M | $100.2M | ||
| Q2 25 | $-1.9M | $79.9M | ||
| Q1 25 | $28.9M | $85.6M | ||
| Q4 24 | $14.8M | $363.1M | ||
| Q3 24 | $62.6M | $105.7M | ||
| Q2 24 | $25.6M | $83.2M | ||
| Q1 24 | $-5.3M | $94.0M |
| Q4 25 | $9.1M | $299.8M | ||
| Q3 25 | $26.6M | $88.0M | ||
| Q2 25 | $-9.3M | $73.8M | ||
| Q1 25 | $23.2M | $79.9M | ||
| Q4 24 | $7.9M | $344.4M | ||
| Q3 24 | $57.6M | $101.8M | ||
| Q2 24 | $16.8M | $79.5M | ||
| Q1 24 | $-11.9M | $88.6M |
| Q4 25 | 3.1% | 160.3% | ||
| Q3 25 | 9.2% | 46.6% | ||
| Q2 25 | -3.1% | 39.1% | ||
| Q1 25 | 7.9% | 42.4% | ||
| Q4 24 | 2.6% | 181.2% | ||
| Q3 24 | 19.1% | 52.6% | ||
| Q2 24 | 5.7% | 41.7% | ||
| Q1 24 | -3.8% | 45.2% |
| Q4 25 | 3.0% | 20.7% | ||
| Q3 25 | 2.0% | 6.5% | ||
| Q2 25 | 2.5% | 3.2% | ||
| Q1 25 | 1.9% | 3.0% | ||
| Q4 24 | 2.2% | 9.8% | ||
| Q3 24 | 1.6% | 2.0% | ||
| Q2 24 | 3.0% | 1.9% | ||
| Q1 24 | 2.1% | 2.7% |
| Q4 25 | 1.60× | 14.79× | ||
| Q3 25 | 5.71× | 5.44× | ||
| Q2 25 | — | 4.10× | ||
| Q1 25 | — | 6.59× | ||
| Q4 24 | 3.23× | 21.70× | ||
| Q3 24 | 11.08× | 5.65× | ||
| Q2 24 | 4.37× | 4.88× | ||
| Q1 24 | -1.42× | 1.59× |
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
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
NSA
セグメントデータなし
