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MONRO, INC.（MNRO）とUSA Compression Partners, LP（USAC）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 $252.5M、USA Compression Partners, LPの約1.2倍）。USA Compression Partners, LPの純利益率が高く（11.0% vs 3.8%、差は7.2%）。USA Compression Partners, LPの前年同期比売上増加率が高い（2.7% vs -4.0%）。USA Compression Partners, LPの直近四半期フリーキャッシュフローが多い（$87.7M vs $9.1M）。過去8四半期でUSA Compression Partners, LPの売上複合成長率が高い（4.9% 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。
USA Compression Partners, LPは米国に本拠を置く天然ガス圧縮サービスプロバイダーであり、石油・ガス業界の上流・中流・下流分野の顧客向けに、カスタム圧縮システム、保守サービス、運用支援を提供し、天然ガスの生産・加工・輸送の効率化を支えています。
MNRO vs USAC — 直接比較
損益計算書 — Q3 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $293.4M | $252.5M |
| 純利益 | $11.1M | $27.8M |
| 粗利率 | 34.9% | — |
| 営業利益率 | 6.3% | 30.3% |
| 純利益率 | 3.8% | 11.0% |
| 売上前年比 | -4.0% | 2.7% |
| 純利益前年比 | 143.1% | 9.1% |
| EPS（希薄化後） | $0.35 | — |
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 | $252.5M | ||
| Q3 25 | $288.9M | $250.3M | ||
| Q2 25 | $301.0M | $250.1M | ||
| Q1 25 | $295.0M | $245.2M | ||
| Q4 24 | $305.8M | $245.9M | ||
| Q3 24 | $301.4M | $240.0M | ||
| Q2 24 | $293.2M | $235.3M | ||
| Q1 24 | $310.1M | $229.3M |
| Q4 25 | $11.1M | $27.8M | ||
| Q3 25 | $5.7M | $34.5M | ||
| Q2 25 | $-8.1M | $28.6M | ||
| Q1 25 | $-21.3M | $20.5M | ||
| Q4 24 | $4.6M | $25.4M | ||
| Q3 24 | $5.6M | $19.3M | ||
| Q2 24 | $5.9M | $31.2M | ||
| Q1 24 | $3.7M | $23.6M |
| Q4 25 | 34.9% | — | ||
| Q3 25 | 35.7% | — | ||
| Q2 25 | 35.5% | — | ||
| Q1 25 | 33.0% | — | ||
| Q4 24 | 34.3% | — | ||
| Q3 24 | 35.3% | — | ||
| Q2 24 | 37.2% | — | ||
| Q1 24 | 35.5% | — |
| Q4 25 | 6.3% | 30.3% | ||
| Q3 25 | 4.4% | 33.5% | ||
| Q2 25 | -2.0% | 30.6% | ||
| Q1 25 | -8.1% | 28.3% | ||
| Q4 24 | 3.3% | 30.3% | ||
| Q3 24 | 4.4% | 31.5% | ||
| Q2 24 | 4.5% | 32.9% | ||
| Q1 24 | 3.3% | 29.2% |
| Q4 25 | 3.8% | 11.0% | ||
| Q3 25 | 2.0% | 13.8% | ||
| Q2 25 | -2.7% | 11.4% | ||
| Q1 25 | -7.2% | 8.4% | ||
| Q4 24 | 1.5% | 10.3% | ||
| Q3 24 | 1.9% | 8.1% | ||
| Q2 24 | 2.0% | 13.3% | ||
| Q1 24 | 1.2% | 10.3% |
| Q4 25 | $0.35 | — | ||
| Q3 25 | $0.18 | — | ||
| Q2 25 | $-0.28 | — | ||
| Q1 25 | $-0.74 | — | ||
| Q4 24 | $0.15 | — | ||
| Q3 24 | $0.18 | — | ||
| Q2 24 | $0.19 | — | ||
| Q1 24 | $0.12 | — |
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 | $8.6M |
| 総負債低いほど良い | $45.0M | $2.5B |
| 株主資本純資産 | $604.9M | — |
| 総資産 | $1.6B | $2.6B |
| 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 | $8.6M | ||
| Q3 25 | $10.5M | — | ||
| Q2 25 | $7.8M | $2.0K | ||
| Q1 25 | $20.8M | $2.0K | ||
| Q4 24 | $10.2M | $14.0K | ||
| Q3 24 | $20.9M | $79.0K | ||
| Q2 24 | $18.7M | $9.0K | ||
| Q1 24 | $6.6M | $8.0K |
| Q4 25 | $45.0M | $2.5B | ||
| Q3 25 | $60.0M | $2.5B | ||
| Q2 25 | $71.5M | $2.5B | ||
| Q1 25 | $61.3M | $2.5B | ||
| Q4 24 | $59.3M | $2.5B | ||
| Q3 24 | $62.0M | $2.5B | ||
| Q2 24 | $112.0M | $2.5B | ||
| Q1 24 | $102.0M | $2.5B |
| Q4 25 | $604.9M | — | ||
| Q3 25 | $601.7M | — | ||
| Q2 25 | $604.9M | — | ||
| Q1 25 | $620.8M | — | ||
| Q4 24 | $648.9M | — | ||
| Q3 24 | $651.9M | — | ||
| Q2 24 | $654.4M | — | ||
| Q1 24 | $656.8M | — |
| Q4 25 | $1.6B | $2.6B | ||
| Q3 25 | $1.6B | $2.7B | ||
| Q2 25 | $1.6B | $2.7B | ||
| Q1 25 | $1.6B | $2.7B | ||
| Q4 24 | $1.7B | $2.7B | ||
| Q3 24 | $1.7B | $2.8B | ||
| Q2 24 | $1.7B | $2.8B | ||
| Q1 24 | $1.7B | $2.8B |
| 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 | $139.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $9.1M | $87.7M |
| FCFマージンFCF / 売上 | 3.1% | 34.8% |
| 設備投資強度設備投資 / 売上 | 3.0% | 20.5% |
| キャッシュ転換率営業CF / 純利益 | 1.60× | 5.02× |
| 直近12ヶ月FCF直近4四半期 | $49.6M | $277.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $17.8M | $139.5M | ||
| Q3 25 | $32.3M | $75.9M | ||
| Q2 25 | $-1.9M | $124.2M | ||
| Q1 25 | $28.9M | $54.7M | ||
| Q4 24 | $14.8M | $130.2M | ||
| Q3 24 | $62.6M | $48.5M | ||
| Q2 24 | $25.6M | $96.7M | ||
| Q1 24 | $-5.3M | $65.9M |
| Q4 25 | $9.1M | $87.7M | ||
| Q3 25 | $26.6M | $51.9M | ||
| Q2 25 | $-9.3M | $101.1M | ||
| Q1 25 | $23.2M | $36.3M | ||
| Q4 24 | $7.9M | $101.2M | ||
| Q3 24 | $57.6M | $19.8M | ||
| Q2 24 | $16.8M | $48.2M | ||
| Q1 24 | $-11.9M | $-32.7M |
| Q4 25 | 3.1% | 34.8% | ||
| Q3 25 | 9.2% | 20.7% | ||
| Q2 25 | -3.1% | 40.4% | ||
| Q1 25 | 7.9% | 14.8% | ||
| Q4 24 | 2.6% | 41.1% | ||
| Q3 24 | 19.1% | 8.2% | ||
| Q2 24 | 5.7% | 20.5% | ||
| Q1 24 | -3.8% | -14.3% |
| Q4 25 | 3.0% | 20.5% | ||
| Q3 25 | 2.0% | 9.6% | ||
| Q2 25 | 2.5% | 9.3% | ||
| Q1 25 | 1.9% | 7.5% | ||
| Q4 24 | 2.2% | 11.8% | ||
| Q3 24 | 1.6% | 12.0% | ||
| Q2 24 | 3.0% | 20.6% | ||
| Q1 24 | 2.1% | 43.0% |
| Q4 25 | 1.60× | 5.02× | ||
| Q3 25 | 5.71× | 2.20× | ||
| Q2 25 | — | 4.35× | ||
| Q1 25 | — | 2.66× | ||
| Q4 24 | 3.23× | 5.12× | ||
| Q3 24 | 11.08× | 2.51× | ||
| Q2 24 | 4.37× | 3.10× | ||
| Q1 24 | -1.42× | 2.80× |
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% |
USAC
| Revenue From Contract Operations Excluding Revenue From Related Party | $231.7M | 92% |
| Entities Affiliated With Energy Transfer LP | $16.6M | 7% |
| Transferred At Point In Time | $5.4M | 2% |
