vs
National Energy Services Reunited Corp.（NESR）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
WillScot Holdings Corpの直近四半期売上が大きい（$566.0M vs $295.3M、National Energy Services Reunited Corp.の約1.9倍）。National Energy Services Reunited Corp.の純利益率が高く（6.0% vs -33.1%、差は39.1%）。WillScot Holdings Corpの前年同期比売上増加率が高い（-6.1% vs -12.2%）。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 $-34.1M）
National Energy Services Reunited Corp.は総合油田サービスプロバイダーで、石油ガス上流事業者に対して坑井建設、完了、生産運用、介入作業などの一連のソリューションを提供しています。主な事業地域は中東、北アフリカ、東アジアで、各国の国営石油会社や国際エネルギー企業を顧客としています。
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。
NESR vs WSC — 直接比較
損益計算書 — Q3 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $295.3M | $566.0M |
| 純利益 | $17.7M | $-187.3M |
| 粗利率 | 12.0% | 50.4% |
| 営業利益率 | 6.6% | -32.5% |
| 純利益率 | 6.0% | -33.1% |
| 売上前年比 | -12.2% | -6.1% |
| 純利益前年比 | -14.0% | -310.0% |
| EPS（希薄化後） | $0.18 | $-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 | — | $566.0M | ||
| Q3 25 | $295.3M | $566.8M | ||
| Q2 25 | $327.4M | $589.1M | ||
| Q1 25 | $303.1M | $559.6M | ||
| Q4 24 | — | $602.5M | ||
| Q3 24 | $336.2M | $601.4M | ||
| Q2 24 | $325.0M | $604.6M | ||
| Q1 24 | — | $587.2M |
| Q4 25 | — | $-187.3M | ||
| Q3 25 | $17.7M | $43.3M | ||
| Q2 25 | $15.2M | $47.9M | ||
| Q1 25 | $10.4M | $43.1M | ||
| Q4 24 | — | $89.2M | ||
| Q3 24 | $20.6M | $-70.5M | ||
| Q2 24 | $18.9M | $-46.9M | ||
| Q1 24 | — | $56.2M |
| Q4 25 | — | 50.4% | ||
| Q3 25 | 12.0% | 49.7% | ||
| Q2 25 | 13.4% | 50.3% | ||
| Q1 25 | 12.4% | 53.7% | ||
| Q4 24 | — | 55.8% | ||
| Q3 24 | 15.9% | 53.5% | ||
| Q2 24 | 16.4% | 54.1% | ||
| Q1 24 | — | 54.0% |
| Q4 25 | — | -32.5% | ||
| Q3 25 | 6.6% | 21.0% | ||
| Q2 25 | 8.3% | 21.5% | ||
| Q1 25 | 6.9% | 21.3% | ||
| Q4 24 | — | 28.9% | ||
| Q3 24 | 10.5% | -5.9% | ||
| Q2 24 | 10.5% | -0.9% | ||
| Q1 24 | — | 22.1% |
| Q4 25 | — | -33.1% | ||
| Q3 25 | 6.0% | 7.6% | ||
| Q2 25 | 4.6% | 8.1% | ||
| Q1 25 | 3.4% | 7.7% | ||
| Q4 24 | — | 14.8% | ||
| Q3 24 | 6.1% | -11.7% | ||
| Q2 24 | 5.8% | -7.7% | ||
| Q1 24 | — | 9.6% |
| Q4 25 | — | $-1.02 | ||
| Q3 25 | $0.18 | $0.24 | ||
| Q2 25 | $0.16 | $0.26 | ||
| Q1 25 | $0.11 | $0.23 | ||
| Q4 24 | — | $0.48 | ||
| Q3 24 | $0.22 | $-0.37 | ||
| Q2 24 | $0.20 | $-0.25 | ||
| Q1 24 | — | $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 | $69.7M | $14.6M |
| 総負債低いほど良い | $274.1M | $3.6B |
| 株主資本純資産 | $956.7M | $856.3M |
| 総資産 | $1.8B | $5.8B |
| 負債/資本比率低いほどレバレッジが低い | 0.29× | 4.15× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $14.6M | ||
| Q3 25 | $69.7M | $14.8M | ||
| Q2 25 | $131.8M | $12.8M | ||
| Q1 25 | $78.7M | $10.7M | ||
| Q4 24 | — | $9.0M | ||
| Q3 24 | $118.2M | $11.0M | ||
| Q2 24 | $75.0M | $5.9M | ||
| Q1 24 | — | $13.1M |
| Q4 25 | — | $3.6B | ||
| Q3 25 | $274.1M | $3.6B | ||
| Q2 25 | $291.7M | $3.7B | ||
| Q1 25 | $309.2M | $3.6B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | $358.7M | $3.6B | ||
| Q2 24 | $376.7M | $3.5B | ||
| Q1 24 | — | $3.5B |
| Q4 25 | — | $856.3M | ||
| Q3 25 | $956.7M | $1.1B | ||
| Q2 25 | $936.9M | $1.0B | ||
| Q1 25 | $920.5M | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | $873.5M | $1.1B | ||
| Q2 24 | $851.4M | $1.2B | ||
| Q1 24 | — | $1.3B |
| Q4 25 | — | $5.8B | ||
| Q3 25 | $1.8B | $6.1B | ||
| Q2 25 | $1.8B | $6.1B | ||
| Q1 25 | $1.8B | $6.0B | ||
| Q4 24 | — | $6.0B | ||
| Q3 24 | $1.8B | $6.0B | ||
| Q2 24 | $1.8B | $6.0B | ||
| Q1 24 | — | $6.2B |
| Q4 25 | — | 4.15× | ||
| Q3 25 | 0.29× | 3.39× | ||
| Q2 25 | 0.31× | 3.55× | ||
| Q1 25 | 0.34× | 3.56× | ||
| Q4 24 | — | 3.62× | ||
| Q3 24 | 0.41× | 3.42× | ||
| Q2 24 | 0.44× | 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 | $6.7M | $158.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $-34.1M | $149.7M |
| FCFマージンFCF / 売上 | -11.5% | 26.5% |
| 設備投資強度設備投資 / 売上 | 13.8% | 1.6% |
| キャッシュ転換率営業CF / 純利益 | 0.38× | — |
| 直近12ヶ月FCF直近4四半期 | $68.5M | $737.7M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $158.9M | ||
| Q3 25 | $6.7M | $191.2M | ||
| Q2 25 | $98.5M | $205.3M | ||
| Q1 25 | $20.5M | $206.6M | ||
| Q4 24 | — | $178.9M | ||
| Q3 24 | $70.8M | $-1.6M | ||
| Q2 24 | — | $175.6M | ||
| Q1 24 | — | $208.7M |
| Q4 25 | — | $149.7M | ||
| Q3 25 | $-34.1M | $186.9M | ||
| Q2 25 | $68.7M | $199.0M | ||
| Q1 25 | $-9.6M | $202.0M | ||
| Q4 24 | — | $176.6M | ||
| Q3 24 | $43.4M | $-4.9M | ||
| Q2 24 | — | $169.4M | ||
| Q1 24 | — | $202.1M |
| Q4 25 | — | 26.5% | ||
| Q3 25 | -11.5% | 33.0% | ||
| Q2 25 | 21.0% | 33.8% | ||
| Q1 25 | -3.2% | 36.1% | ||
| Q4 24 | — | 29.3% | ||
| Q3 24 | 12.9% | -0.8% | ||
| Q2 24 | — | 28.0% | ||
| Q1 24 | — | 34.4% |
| Q4 25 | — | 1.6% | ||
| Q3 25 | 13.8% | 0.7% | ||
| Q2 25 | 9.1% | 1.1% | ||
| Q1 25 | 9.9% | 0.8% | ||
| Q4 24 | — | 0.4% | ||
| Q3 24 | 8.1% | 0.6% | ||
| Q2 24 | — | 1.0% | ||
| Q1 24 | — | 1.1% |
| Q4 25 | — | — | ||
| Q3 25 | 0.38× | 4.41× | ||
| Q2 25 | 6.48× | 4.28× | ||
| Q1 25 | 1.97× | 4.80× | ||
| Q4 24 | — | 2.01× | ||
| Q3 24 | 3.43× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 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
NESR
| Production Services | $174.4M | 59% |
| Drilling And Evaluation Services | $120.9M | 41% |
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% |
