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NATIONAL FUEL GAS CO(NFG)とSPIRE INC(SR)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
SPIRE INCの直近四半期売上が大きい($762.2M vs $637.9M、NATIONAL FUEL GAS COの約1.2倍)。NATIONAL FUEL GAS COの純利益率が高く(28.5% vs 12.5%、差は16.0%)。NATIONAL FUEL GAS COの前年同期比売上増加率が高い(24.1% vs 13.9%)。NATIONAL FUEL GAS COの直近四半期フリーキャッシュフローが多い($-2.7M vs $-121.8M)。過去8四半期でNATIONAL FUEL GAS COの売上複合成長率が高い(6.9% vs -17.8%)
当社は1902年に設立された多角化エネルギー企業で、ニューヨーク州ウィリアムズビルに本社を置き、総資産は62億米ドルに達します。探鉱・生産、パイプライン・貯蔵、ガス収集、公益事業、エネルギーマーケティングの5事業セグメントで事業を展開しています。
Spire Inc.は米国ミズーリ州セントルイスに本社を置く地域の公益事業持株会社です。規制対象の主力事業で天然ガス供給サービスを提供するほか、非規制事業でもビジネスチャンスの開拓に取り組んでいます。主要子会社Laclede Gas Companyは同州最大の天然ガス流通事業者で、セントルイス市と東部10郡の約63万1千の顧客にサービスを提供しています。
NFG vs SR — 直接比較
損益計算書 — Q1 2026 vs Q1 2026
| 指標 | ||
|---|---|---|
| 売上 | $637.9M | $762.2M |
| 純利益 | $181.6M | $95.0M |
| 粗利率 | 86.6% | 55.1% |
| 営業利益率 | 43.3% | 22.8% |
| 純利益率 | 28.5% | 12.5% |
| 売上前年比 | 24.1% | 13.9% |
| 純利益前年比 | 303.8% | 16.9% |
| EPS(希薄化後) | $1.98 | $1.54 |
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 | $637.9M | $762.2M | ||
| Q3 25 | $443.1M | $334.1M | ||
| Q2 25 | $527.4M | $421.9M | ||
| Q1 25 | $734.8M | $1.1B | ||
| Q4 24 | $513.8M | $669.1M | ||
| Q3 24 | $310.0M | $293.8M | ||
| Q2 24 | $338.6M | $414.1M | ||
| Q1 24 | $558.7M | $1.1B |
| Q4 25 | $181.6M | $95.0M | ||
| Q3 25 | $107.3M | $-39.8M | ||
| Q2 25 | $149.8M | $20.9M | ||
| Q1 25 | $216.4M | $209.3M | ||
| Q4 24 | $45.0M | $81.3M | ||
| Q3 24 | $-167.6M | $-25.9M | ||
| Q2 24 | $-54.2M | $-12.6M | ||
| Q1 24 | $166.3M | $204.3M |
| Q4 25 | 86.6% | 55.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | 94.7% | — | ||
| Q1 25 | 81.6% | — | ||
| Q4 24 | 87.3% | 55.6% | ||
| Q3 24 | — | — | ||
| Q2 24 | 98.5% | — | ||
| Q1 24 | 81.0% | — |
| Q4 25 | 43.3% | 22.8% | ||
| Q3 25 | 40.6% | -0.1% | ||
| Q2 25 | 43.7% | 16.4% | ||
| Q1 25 | 43.2% | 29.1% | ||
| Q4 24 | 16.8% | 22.2% | ||
| Q3 24 | -63.4% | 6.7% | ||
| Q2 24 | -15.2% | 7.4% | ||
| Q1 24 | 44.9% | 26.5% |
| Q4 25 | 28.5% | 12.5% | ||
| Q3 25 | 24.2% | -11.9% | ||
| Q2 25 | 28.4% | 5.0% | ||
| Q1 25 | 29.4% | 19.9% | ||
| Q4 24 | 8.8% | 12.2% | ||
| Q3 24 | -54.1% | -8.8% | ||
| Q2 24 | -16.0% | -3.0% | ||
| Q1 24 | 29.8% | 18.1% |
| Q4 25 | $1.98 | $1.54 | ||
| Q3 25 | $1.18 | $-0.77 | ||
| Q2 25 | $1.64 | $0.29 | ||
| Q1 25 | $2.37 | $3.51 | ||
| Q4 24 | $0.49 | $1.34 | ||
| Q3 24 | $-1.81 | $-0.63 | ||
| Q2 24 | $-0.59 | $-0.28 | ||
| Q1 24 | $1.80 | $3.58 |
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 | $271.4M | $4.1M |
| 総負債低いほど良い | $2.7B | — |
| 株主資本純資産 | $3.6B | $3.4B |
| 総資産 | $9.2B | $11.9B |
| 負債/資本比率低いほどレバレッジが低い | 0.75× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $271.4M | $4.1M | ||
| Q3 25 | $43.2M | $5.7M | ||
| Q2 25 | $39.3M | $13.1M | ||
| Q1 25 | $40.0M | $15.2M | ||
| Q4 24 | $48.7M | $11.5M | ||
| Q3 24 | $38.2M | $4.5M | ||
| Q2 24 | $81.4M | $7.4M | ||
| Q1 24 | $50.8M | $25.6M |
| Q4 25 | $2.7B | — | ||
| Q3 25 | $2.7B | — | ||
| Q2 25 | $2.7B | — | ||
| Q1 25 | $2.7B | — | ||
| Q4 24 | $2.7B | — | ||
| Q3 24 | $2.7B | — | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.4B | — |
| Q4 25 | $3.6B | $3.4B | ||
| Q3 25 | $3.1B | $3.4B | ||
| Q2 25 | $3.0B | $3.5B | ||
| Q1 25 | $2.8B | $3.5B | ||
| Q4 24 | $-76.2M | $3.3B | ||
| Q3 24 | $-15.5M | $3.2B | ||
| Q2 24 | $5.0M | $3.3B | ||
| Q1 24 | $75.3M | $3.4B |
| Q4 25 | $9.2B | $11.9B | ||
| Q3 25 | $8.7B | $11.6B | ||
| Q2 25 | $8.4B | $11.4B | ||
| Q1 25 | $8.5B | $11.3B | ||
| Q4 24 | $8.3B | $11.3B | ||
| Q3 24 | $8.3B | $10.9B | ||
| Q2 24 | $8.5B | $10.7B | ||
| Q1 24 | $8.7B | $10.7B |
| Q4 25 | 0.75× | — | ||
| Q3 25 | 0.87× | — | ||
| Q2 25 | 0.90× | — | ||
| Q1 25 | 0.99× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 532.10× | — | ||
| Q1 24 | 31.68× | — |
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 | $274.9M | $81.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $-2.7M | $-121.8M |
| FCFマージンFCF / 売上 | -0.4% | -16.0% |
| 設備投資強度設備投資 / 売上 | 43.5% | 26.6% |
| キャッシュ転換率営業CF / 純利益 | 1.51× | 0.85× |
| 直近12ヶ月FCF直近4四半期 | $204.8M | $-286.7M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $274.9M | $81.0M | ||
| Q3 25 | $237.8M | $-4.9M | ||
| Q2 25 | $388.4M | $129.1M | ||
| Q1 25 | $253.8M | $372.7M | ||
| Q4 24 | $220.1M | $81.1M | ||
| Q3 24 | $197.9M | $82.9M | ||
| Q2 24 | $281.8M | $270.1M | ||
| Q1 24 | $315.3M | $489.4M |
| Q4 25 | $-2.7M | $-121.8M | ||
| Q3 25 | $-47.8M | $-227.6M | ||
| Q2 25 | $195.3M | $-91.4M | ||
| Q1 25 | $59.9M | $154.1M | ||
| Q4 24 | $-20.3M | $-179.5M | ||
| Q3 24 | $-49.1M | $-146.9M | ||
| Q2 24 | $79.5M | $47.9M | ||
| Q1 24 | $80.3M | $306.6M |
| Q4 25 | -0.4% | -16.0% | ||
| Q3 25 | -10.8% | -68.1% | ||
| Q2 25 | 37.0% | -21.7% | ||
| Q1 25 | 8.2% | 14.7% | ||
| Q4 24 | -4.0% | -26.8% | ||
| Q3 24 | -15.8% | -50.0% | ||
| Q2 24 | 23.5% | 11.6% | ||
| Q1 24 | 14.4% | 27.2% |
| Q4 25 | 43.5% | 26.6% | ||
| Q3 25 | 64.4% | 66.7% | ||
| Q2 25 | 36.6% | 52.3% | ||
| Q1 25 | 26.4% | 20.8% | ||
| Q4 24 | 46.8% | 38.9% | ||
| Q3 24 | 79.7% | 78.2% | ||
| Q2 24 | 59.7% | 53.7% | ||
| Q1 24 | 42.1% | 16.2% |
| Q4 25 | 1.51× | 0.85× | ||
| Q3 25 | 2.21× | — | ||
| Q2 25 | 2.59× | 6.18× | ||
| Q1 25 | 1.17× | 1.78× | ||
| Q4 24 | 4.89× | 1.00× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 1.90× | 2.40× |
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
NFG
| Natural Gas Production | $302.5M | 47% |
| Natural Gas Residential Sales | $198.0M | 31% |
| Pipeline And Storage | $69.2M | 11% |
| Natural Gas Commercial Sales | $27.9M | 4% |
| Natural Gas Storage | $25.1M | 4% |
| Other | $4.1M | 1% |
| Natural Gas Midstream | $2.8M | 0% |
SR
| Residential | $474.9M | 62% |
| Commercial And Industrial | $148.4M | 19% |
| Gas Marketing | $41.1M | 5% |
| Midstream | $39.0M | 5% |
| Transportation | $37.1M | 5% |
| Offsystem And Other Inventive | $19.7M | 3% |
| Other Customer Revenue | $4.6M | 1% |