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MPLX LP（MPLX）とSEALED AIR CORP（SEE）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
MPLX LPの直近四半期売上が大きい（$2.5B vs $1.4B、SEALED AIR CORPの約1.8倍）。MPLX LPの純利益率が高く（49.1% vs 3.1%、差は45.9%）。SEALED AIR CORPの前年同期比売上増加率が高い（2.6% vs 1.4%）。MPLX LPの直近四半期フリーキャッシュフローが多い（$782.0M vs $257.7M）。過去8四半期でMPLX LPの売上複合成長率が高い（6.2% vs 2.7%）
MPLX LPの子会社MarkWest Energy Partners, L.P.は米国のマスター・リミテッド・パートナーシップで、天然ガスの収集、処理、輸送事業を手がけています。1988年にコロラド州デンバーで設立され、同州第13位の規模の企業に成長した後、2015年にマラソン・ペトロリアム傘下のMPLXに買収されました。
シールドエア社は、革新的な包装・保護ソリューションを提供するグローバル企業です。緩衝材、食品の安全性と鮮度保持を実現する包装、廃棄物削減に貢献する持続可能な包装システムを中核に、小売、Eコマース、食品飲料、工業製造などの分野にサービスを展開しています。
MPLX vs SEE — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $2.5B | $1.4B |
| 純利益 | $1.2B | $43.8M |
| 粗利率 | — | 28.6% |
| 営業利益率 | 60.5% | 11.4% |
| 純利益率 | 49.1% | 3.1% |
| 売上前年比 | 1.4% | 2.6% |
| 純利益前年比 | 8.5% | 700.0% |
| EPS（希薄化後） | — | $0.30 |
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 | $2.5B | $1.4B | ||
| Q3 25 | $2.5B | $1.3B | ||
| Q2 25 | $2.4B | $1.3B | ||
| Q1 25 | $2.5B | $1.3B | ||
| Q4 24 | $2.4B | $1.4B | ||
| Q3 24 | $2.3B | $1.3B | ||
| Q2 24 | $2.3B | $1.3B | ||
| Q1 24 | $2.2B | $1.3B |
| Q4 25 | $1.2B | $43.8M | ||
| Q3 25 | $1.6B | $255.1M | ||
| Q2 25 | $1.1B | $93.1M | ||
| Q1 25 | $1.1B | $113.5M | ||
| Q4 24 | $1.1B | $-7.3M | ||
| Q3 24 | $1.0B | $91.7M | ||
| Q2 24 | $1.2B | $98.3M | ||
| Q1 24 | $1.0B | $82.0M |
| Q4 25 | — | 28.6% | ||
| Q3 25 | — | 29.8% | ||
| Q2 25 | — | 30.7% | ||
| Q1 25 | — | 30.9% | ||
| Q4 24 | — | 30.0% | ||
| Q3 24 | — | 30.1% | ||
| Q2 24 | — | 31.2% | ||
| Q1 24 | — | 30.3% |
| Q4 25 | 60.5% | 11.4% | ||
| Q3 25 | 73.2% | 13.8% | ||
| Q2 25 | 54.9% | 15.0% | ||
| Q1 25 | 55.5% | 14.5% | ||
| Q4 24 | 55.6% | 11.7% | ||
| Q3 24 | 54.4% | 13.9% | ||
| Q2 24 | 62.9% | 15.4% | ||
| Q1 24 | 57.6% | 14.0% |
| Q4 25 | 49.1% | 3.1% | ||
| Q3 25 | 63.2% | 19.0% | ||
| Q2 25 | 44.9% | 7.0% | ||
| Q1 25 | 46.2% | 9.0% | ||
| Q4 24 | 45.9% | -0.5% | ||
| Q3 24 | 44.6% | 6.9% | ||
| Q2 24 | 52.6% | 7.4% | ||
| Q1 24 | 46.7% | 6.2% |
| Q4 25 | — | $0.30 | ||
| Q3 25 | — | $1.73 | ||
| Q2 25 | — | $0.63 | ||
| Q1 25 | — | $0.77 | ||
| Q4 24 | — | $-0.05 | ||
| Q3 24 | — | $0.63 | ||
| Q2 24 | — | $0.67 | ||
| Q1 24 | — | $0.56 |
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 | $2.1B | $344.0M |
| 総負債低いほど良い | $24.2B | $3.3B |
| 株主資本純資産 | — | $1.2B |
| 総資産 | $43.0B | $7.0B |
| 負債/資本比率低いほどレバレッジが低い | — | 2.65× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $2.1B | $344.0M | ||
| Q3 25 | $1.8B | $282.5M | ||
| Q2 25 | $1.4B | $354.4M | ||
| Q1 25 | $2.5B | $335.2M | ||
| Q4 24 | $1.5B | $371.8M | ||
| Q3 24 | $2.4B | $386.0M | ||
| Q2 24 | $2.5B | $388.6M | ||
| Q1 24 | $385.0M | $352.8M |
| Q4 25 | $24.2B | $3.3B | ||
| Q3 25 | $24.1B | $4.0B | ||
| Q2 25 | $19.7B | $4.0B | ||
| Q1 25 | $19.7B | $4.2B | ||
| Q4 24 | $19.3B | $4.2B | ||
| Q3 24 | $19.3B | $4.3B | ||
| Q2 24 | $19.2B | $4.4B | ||
| Q1 24 | $18.8B | $4.5B |
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $953.1M | ||
| Q1 25 | — | $797.9M | ||
| Q4 24 | — | $624.5M | ||
| Q3 24 | — | $771.2M | ||
| Q2 24 | — | $650.1M | ||
| Q1 24 | — | $598.3M |
| Q4 25 | $43.0B | $7.0B | ||
| Q3 25 | $43.2B | $7.1B | ||
| Q2 25 | $37.8B | $7.2B | ||
| Q1 25 | $39.0B | $7.0B | ||
| Q4 24 | $37.5B | $7.0B | ||
| Q3 24 | $38.5B | $7.3B | ||
| Q2 24 | $38.4B | $7.3B | ||
| Q1 24 | $36.5B | $7.2B |
| Q4 25 | — | 2.65× | ||
| Q3 25 | — | 3.34× | ||
| Q2 25 | — | 4.18× | ||
| Q1 25 | — | 5.26× | ||
| Q4 24 | — | 6.72× | ||
| Q3 24 | — | 5.62× | ||
| Q2 24 | — | 6.81× | ||
| Q1 24 | — | 7.49× |
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 | $1.5B | $293.6M |
| フリーキャッシュフロー営業CF - 設備投資 | $782.0M | $257.7M |
| FCFマージンFCF / 売上 | 31.9% | 18.5% |
| 設備投資強度設備投資 / 売上 | 29.1% | 2.6% |
| キャッシュ転換率営業CF / 純利益 | 1.24× | 6.70× |
| 直近12ヶ月FCF直近4四半期 | $4.1B | $458.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.5B | $293.6M | ||
| Q3 25 | $1.4B | $165.9M | ||
| Q2 25 | $1.7B | $136.6M | ||
| Q1 25 | $1.2B | $31.9M | ||
| Q4 24 | $1.7B | $244.2M | ||
| Q3 24 | $1.4B | $170.5M | ||
| Q2 24 | $1.6B | $188.2M | ||
| Q1 24 | $1.3B | $125.1M |
| Q4 25 | $782.0M | $257.7M | ||
| Q3 25 | $905.0M | $119.6M | ||
| Q2 25 | $1.4B | $93.2M | ||
| Q1 25 | $979.0M | $-12.0M | ||
| Q4 24 | $1.4B | $185.1M | ||
| Q3 24 | $1.1B | $115.2M | ||
| Q2 24 | $1.4B | $129.5M | ||
| Q1 24 | $1.0B | $78.0M |
| Q4 25 | 31.9% | 18.5% | ||
| Q3 25 | 36.8% | 8.9% | ||
| Q2 25 | 60.9% | 7.0% | ||
| Q1 25 | 39.8% | -0.9% | ||
| Q4 24 | 56.6% | 13.6% | ||
| Q3 24 | 48.4% | 8.6% | ||
| Q2 24 | 60.0% | 9.7% | ||
| Q1 24 | 47.7% | 5.9% |
| Q4 25 | 29.1% | 2.6% | ||
| Q3 25 | 21.4% | 3.4% | ||
| Q2 25 | 12.8% | 3.3% | ||
| Q1 25 | 10.9% | 3.5% | ||
| Q4 24 | 12.7% | 4.4% | ||
| Q3 24 | 11.9% | 4.1% | ||
| Q2 24 | 9.4% | 4.4% | ||
| Q1 24 | 11.7% | 3.6% |
| Q4 25 | 1.24× | 6.70× | ||
| Q3 25 | 0.92× | 0.65× | ||
| Q2 25 | 1.64× | 1.47× | ||
| Q1 25 | 1.10× | 0.28× | ||
| Q4 24 | 1.51× | — | ||
| Q3 24 | 1.35× | 1.86× | ||
| Q2 24 | 1.32× | 1.91× | ||
| Q1 24 | 1.27× | 1.53× |
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
MPLX
| Services | $746.0M | 30% |
| Other | $675.0M | 28% |
| Products | $492.0M | 20% |
| Nonrelated Party | $186.0M | 8% |
| Related Party | $151.0M | 6% |
| Crude Oil And Products Logistics | $104.0M | 4% |
| Service Other | $56.0M | 2% |
| Natural Gas And NGL Services | $41.0M | 2% |
SEE
| Protective Segment | $1.1B | 78% |
| Other | $292.0M | 21% |
| Pension Plans Defined Benefit | $7.9M | 1% |
