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National Energy Services Reunited Corp.（NESR）とSelect Water Solutions, Inc.（WTTR）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
Select Water Solutions, Inc.の直近四半期売上が大きい（$346.5M vs $295.3M、National Energy Services Reunited Corp.の約1.2倍）。National Energy Services Reunited Corp.の純利益率が高く（6.0% vs -0.1%、差は6.1%）。Select Water Solutions, Inc.の前年同期比売上増加率が高い（-0.7% vs -12.2%）。Select Water Solutions, Inc.の直近四半期フリーキャッシュフローが多い（$-6.0M 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。
Select Water Solutions, Inc.は主に北米の陸上石油・ガス探査・生産事業者向けに、水管理、流体処理、環境持続可能性に関する一貫したサービスを提供する大手企業です。水源確保、処理、リサイクル、処分、化学ソリューションなどを提供し、顧客の運用コスト削減と環境負荷低減を支援しています。
NESR vs WTTR — 直接比較
損益計算書 — Q3 2025 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $295.3M | $346.5M |
| 純利益 | $17.7M | $-346.0K |
| 粗利率 | 12.0% | 13.1% |
| 営業利益率 | 6.6% | -0.1% |
| 純利益率 | 6.0% | -0.1% |
| 売上前年比 | -12.2% | -0.7% |
| 純利益前年比 | -14.0% | 78.9% |
| EPS（希薄化後） | $0.18 | — |
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 | — | $346.5M | ||
| Q3 25 | $295.3M | $322.2M | ||
| Q2 25 | $327.4M | $364.2M | ||
| Q1 25 | $303.1M | $374.4M | ||
| Q4 24 | — | $349.0M | ||
| Q3 24 | $336.2M | $371.3M | ||
| Q2 24 | $325.0M | $365.1M | ||
| Q1 24 | — | $366.5M |
| Q4 25 | — | $-346.0K | ||
| Q3 25 | $17.7M | $2.7M | ||
| Q2 25 | $15.2M | $10.6M | ||
| Q1 25 | $10.4M | $8.2M | ||
| Q4 24 | — | $-1.6M | ||
| Q3 24 | $20.6M | $15.8M | ||
| Q2 24 | $18.9M | $12.9M | ||
| Q1 24 | — | $3.6M |
| Q4 25 | — | 13.1% | ||
| Q3 25 | 12.0% | 13.5% | ||
| Q2 25 | 13.4% | 15.9% | ||
| Q1 25 | 12.4% | 14.9% | ||
| Q4 24 | — | 12.7% | ||
| Q3 24 | 15.9% | 16.8% | ||
| Q2 24 | 16.4% | 16.5% | ||
| Q1 24 | — | 14.4% |
| Q4 25 | — | -0.1% | ||
| Q3 25 | 6.6% | -0.5% | ||
| Q2 25 | 8.3% | 4.2% | ||
| Q1 25 | 6.9% | 4.2% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | 10.5% | 6.6% | ||
| Q2 24 | 10.5% | 5.6% | ||
| Q1 24 | — | 1.9% |
| Q4 25 | — | -0.1% | ||
| Q3 25 | 6.0% | 0.8% | ||
| Q2 25 | 4.6% | 2.9% | ||
| Q1 25 | 3.4% | 2.2% | ||
| Q4 24 | — | -0.5% | ||
| Q3 24 | 6.1% | 4.3% | ||
| Q2 24 | 5.8% | 3.5% | ||
| Q1 24 | — | 1.0% |
| Q4 25 | — | — | ||
| Q3 25 | $0.18 | — | ||
| Q2 25 | $0.16 | — | ||
| Q1 25 | $0.11 | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $0.22 | — | ||
| Q2 24 | $0.20 | — | ||
| Q1 24 | — | — |
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 | $18.1M |
| 総負債低いほど良い | $274.1M | $320.0M |
| 株主資本純資産 | $956.7M | $805.6M |
| 総資産 | $1.8B | $1.6B |
| 負債/資本比率低いほどレバレッジが低い | 0.29× | 0.40× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $18.1M | ||
| Q3 25 | $69.7M | $17.8M | ||
| Q2 25 | $131.8M | $51.2M | ||
| Q1 25 | $78.7M | $27.9M | ||
| Q4 24 | — | $20.0M | ||
| Q3 24 | $118.2M | $10.9M | ||
| Q2 24 | $75.0M | $16.4M | ||
| Q1 24 | — | $12.8M |
| Q4 25 | — | $320.0M | ||
| Q3 25 | $274.1M | $305.0M | ||
| Q2 25 | $291.7M | $275.0M | ||
| Q1 25 | $309.2M | $250.0M | ||
| Q4 24 | — | $85.0M | ||
| Q3 24 | $358.7M | $80.0M | ||
| Q2 24 | $376.7M | $90.0M | ||
| Q1 24 | — | $75.0M |
| Q4 25 | — | $805.6M | ||
| Q3 25 | $956.7M | $808.1M | ||
| Q2 25 | $936.9M | $799.3M | ||
| Q1 25 | $920.5M | $793.1M | ||
| Q4 24 | — | $793.5M | ||
| Q3 24 | $873.5M | $796.5M | ||
| Q2 24 | $851.4M | $782.0M | ||
| Q1 24 | — | $770.0M |
| Q4 25 | — | $1.6B | ||
| Q3 25 | $1.8B | $1.6B | ||
| Q2 25 | $1.8B | $1.5B | ||
| Q1 25 | $1.8B | $1.5B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | $1.8B | $1.3B | ||
| Q2 24 | $1.8B | $1.3B | ||
| Q1 24 | — | $1.3B |
| Q4 25 | — | 0.40× | ||
| Q3 25 | 0.29× | 0.38× | ||
| Q2 25 | 0.31× | 0.34× | ||
| Q1 25 | 0.34× | 0.32× | ||
| Q4 24 | — | 0.11× | ||
| Q3 24 | 0.41× | 0.10× | ||
| Q2 24 | 0.44× | 0.12× | ||
| Q1 24 | — | 0.10× |
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 | $65.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $-34.1M | $-6.0M |
| FCFマージンFCF / 売上 | -11.5% | -1.7% |
| 設備投資強度設備投資 / 売上 | 13.8% | 20.6% |
| 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 | $-79.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $65.5M | ||
| Q3 25 | $6.7M | $71.7M | ||
| Q2 25 | $98.5M | $82.6M | ||
| Q1 25 | $20.5M | $-5.1M | ||
| Q4 24 | — | $67.8M | ||
| Q3 24 | $70.8M | $51.9M | ||
| Q2 24 | — | $83.1M | ||
| Q1 24 | — | $32.1M |
| Q4 25 | — | $-6.0M | ||
| Q3 25 | $-34.1M | $-23.5M | ||
| Q2 25 | $68.7M | $3.2M | ||
| Q1 25 | $-9.6M | $-53.5M | ||
| Q4 24 | — | $12.7M | ||
| Q3 24 | $43.4M | $16.7M | ||
| Q2 24 | — | $34.0M | ||
| Q1 24 | — | $-1.6M |
| Q4 25 | — | -1.7% | ||
| Q3 25 | -11.5% | -7.3% | ||
| Q2 25 | 21.0% | 0.9% | ||
| Q1 25 | -3.2% | -14.3% | ||
| Q4 24 | — | 3.6% | ||
| Q3 24 | 12.9% | 4.5% | ||
| Q2 24 | — | 9.3% | ||
| Q1 24 | — | -0.4% |
| Q4 25 | — | 20.6% | ||
| Q3 25 | 13.8% | 29.6% | ||
| Q2 25 | 9.1% | 21.8% | ||
| Q1 25 | 9.9% | 12.9% | ||
| Q4 24 | — | 15.8% | ||
| Q3 24 | 8.1% | 9.5% | ||
| Q2 24 | — | 13.5% | ||
| Q1 24 | — | 9.2% |
| Q4 25 | — | — | ||
| Q3 25 | 0.38× | 26.72× | ||
| Q2 25 | 6.48× | 7.76× | ||
| Q1 25 | 1.97× | -0.61× | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.43× | 3.29× | ||
| Q2 24 | — | 6.46× | ||
| Q1 24 | — | 8.86× |
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% |
WTTR
| Water Services | $178.3M | 51% |
| Marcellus Utica | $38.6M | 11% |
| Rockies | $38.3M | 11% |
| Eagle Ford | $28.2M | 8% |
| Midcon | $23.0M | 7% |
| Haynesville E.Texas | $19.1M | 6% |
| Bakken | $17.3M | 5% |
| Eliminations And Other Geographical Regions | $3.6M | 1% |
