vs
NGL Energy Partners LP（NGL）とREGAL REXNORD CORP（RRX）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
REGAL REXNORD CORPの直近四半期売上が大きい（$1.5B vs $909.8M、NGL Energy Partners LPの約1.7倍）。NGL Energy Partners LPの純利益率が高く（5.2% vs 4.2%、差は1.0%）。REGAL REXNORD CORPの前年同期比売上増加率が高い（4.3% vs -41.3%）。REGAL REXNORD CORPの直近四半期フリーキャッシュフローが多い（$140.6M vs $45.7M）。過去8四半期でREGAL REXNORD CORPの売上複合成長率が高い（-0.8% vs -6.4%）
NGLエナジーパートナーズLPは米国を本拠とする中流エネルギーサービス企業で、原油・天然ガス液・再生可能燃料の輸送・保管・ロジスティクスサービスのほか、上流エネルギー生産者向け水管理ソリューションを提供し、主に北米市場で事業を展開している。
Regal Rexnord Corporation（証券コード：RRX）はウィスコンシン州ミルウォーキーに本社を置く電動モーターおよび動力伝達部品のメーカーです。米国、カナダ、メキシコ、欧州、アジア各地に製造・販売・サービス拠点を構え、従業員数は約2万9千人です。
NGL vs RRX — 直接比較
損益計算書 — Q3 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $909.8M | $1.5B |
| 純利益 | $47.2M | $63.4M |
| 粗利率 | 29.0% | 37.5% |
| 営業利益率 | 12.1% | 10.8% |
| 純利益率 | 5.2% | 4.2% |
| 売上前年比 | -41.3% | 4.3% |
| 純利益前年比 | 249.3% | 53.9% |
| EPS（希薄化後） | — | $0.95 |
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 | $909.8M | $1.5B | ||
| Q3 25 | $674.7M | $1.5B | ||
| Q2 25 | $622.2M | $1.5B | ||
| Q1 25 | $971.1M | $1.4B | ||
| Q4 24 | $982.4M | $1.5B | ||
| Q3 24 | $756.5M | $1.5B | ||
| Q2 24 | $759.2M | $1.5B | ||
| Q1 24 | $1.0B | $1.5B |
| Q4 25 | $47.2M | $63.4M | ||
| Q3 25 | $29.3M | $79.6M | ||
| Q2 25 | $68.9M | $79.2M | ||
| Q1 25 | $13.7M | $57.3M | ||
| Q4 24 | $13.5M | $41.2M | ||
| Q3 24 | $2.5M | $72.7M | ||
| Q2 24 | $9.7M | $62.5M | ||
| Q1 24 | $-236.8M | $19.8M |
| Q4 25 | 29.0% | 37.5% | ||
| Q3 25 | 37.6% | 37.0% | ||
| Q2 25 | 38.5% | 37.7% | ||
| Q1 25 | 26.9% | 37.2% | ||
| Q4 24 | 25.1% | 34.9% | ||
| Q3 24 | 30.9% | 37.7% | ||
| Q2 24 | 29.0% | 36.9% | ||
| Q1 24 | 21.8% | 35.7% |
| Q4 25 | 12.1% | 10.8% | ||
| Q3 25 | 14.0% | 11.6% | ||
| Q2 25 | 15.7% | 12.2% | ||
| Q1 25 | 8.4% | 11.3% | ||
| Q4 24 | 8.6% | 8.8% | ||
| Q3 24 | 10.8% | 11.8% | ||
| Q2 24 | 10.8% | 12.5% | ||
| Q1 24 | -9.4% | 8.7% |
| Q4 25 | 5.2% | 4.2% | ||
| Q3 25 | 4.3% | 5.3% | ||
| Q2 25 | 11.1% | 5.3% | ||
| Q1 25 | 1.4% | 4.0% | ||
| Q4 24 | 1.4% | 2.8% | ||
| Q3 24 | 0.3% | 4.9% | ||
| Q2 24 | 1.3% | 4.0% | ||
| Q1 24 | -22.8% | 1.3% |
| Q4 25 | — | $0.95 | ||
| Q3 25 | — | $1.20 | ||
| Q2 25 | — | $1.19 | ||
| Q1 25 | — | $0.86 | ||
| Q4 24 | — | $0.61 | ||
| Q3 24 | — | $1.09 | ||
| Q2 24 | — | $0.94 | ||
| Q1 24 | — | $0.30 |
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 | $6.5M | $521.7M |
| 総負債低いほど良い | $2.9B | $4.8B |
| 株主資本純資産 | — | $6.8B |
| 総資産 | $4.4B | $13.9B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.70× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $6.5M | $521.7M | ||
| Q3 25 | $8.7M | $400.0M | ||
| Q2 25 | $5.4M | $320.1M | ||
| Q1 25 | $13.5M | $305.3M | ||
| Q4 24 | $5.7M | $393.5M | ||
| Q3 24 | $4.5M | $458.6M | ||
| Q2 24 | $5.3M | $510.4M | ||
| Q1 24 | $38.9M | $465.3M |
| Q4 25 | $2.9B | $4.8B | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | $2.9B | — | ||
| Q1 25 | $3.0B | — | ||
| Q4 24 | $3.1B | $5.5B | ||
| Q3 24 | $3.1B | $5.7B | ||
| Q2 24 | $3.0B | $5.8B | ||
| Q1 24 | $2.9B | $6.2B |
| Q4 25 | — | $6.8B | ||
| Q3 25 | — | $6.8B | ||
| Q2 25 | — | $6.7B | ||
| Q1 25 | — | $6.4B | ||
| Q4 24 | — | $6.3B | ||
| Q3 24 | — | $6.5B | ||
| Q2 24 | — | $6.4B | ||
| Q1 24 | — | $6.3B |
| Q4 25 | $4.4B | $13.9B | ||
| Q3 25 | $4.3B | $13.9B | ||
| Q2 25 | $4.2B | $13.9B | ||
| Q1 25 | $4.6B | $14.0B | ||
| Q4 24 | $4.8B | $14.0B | ||
| Q3 24 | $4.9B | $14.6B | ||
| Q2 24 | $4.8B | $14.6B | ||
| Q1 24 | $5.0B | $15.1B |
| Q4 25 | — | 0.70× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | 0.87× | ||
| Q2 24 | — | 0.91× | ||
| Q1 24 | — | 1.00× |
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 | $182.3M | $167.8M |
| フリーキャッシュフロー営業CF - 設備投資 | $45.7M | $140.6M |
| FCFマージンFCF / 売上 | 5.0% | 9.2% |
| 設備投資強度設備投資 / 売上 | 15.0% | 1.8% |
| キャッシュ転換率営業CF / 純利益 | 3.86× | 2.65× |
| 直近12ヶ月FCF直近4四半期 | $126.7M | $893.1M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $182.3M | $167.8M | ||
| Q3 25 | $40.5M | $197.5M | ||
| Q2 25 | $33.2M | $523.2M | ||
| Q1 25 | $155.0M | $102.3M | ||
| Q4 24 | $153.8M | $213.2M | ||
| Q3 24 | $6.7M | $154.8M | ||
| Q2 24 | $-18.1M | $158.3M | ||
| Q1 24 | $152.2M | $83.1M |
| Q4 25 | $45.7M | $140.6M | ||
| Q3 25 | $9.5M | $174.0M | ||
| Q2 25 | $11.1M | $493.0M | ||
| Q1 25 | $60.4M | $85.5M | ||
| Q4 24 | $152.1M | $183.9M | ||
| Q3 24 | $-82.9M | $125.5M | ||
| Q2 24 | $-78.0M | $125.9M | ||
| Q1 24 | $119.8M | $64.6M |
| Q4 25 | 5.0% | 9.2% | ||
| Q3 25 | 1.4% | 11.6% | ||
| Q2 25 | 1.8% | 33.0% | ||
| Q1 25 | 6.2% | 6.0% | ||
| Q4 24 | 15.5% | 12.6% | ||
| Q3 24 | -11.0% | 8.5% | ||
| Q2 24 | -10.3% | 8.1% | ||
| Q1 24 | 11.5% | 4.2% |
| Q4 25 | 15.0% | 1.8% | ||
| Q3 25 | 4.6% | 1.6% | ||
| Q2 25 | 3.6% | 2.0% | ||
| Q1 25 | 9.7% | 1.2% | ||
| Q4 24 | 0.2% | 2.0% | ||
| Q3 24 | 11.8% | 2.0% | ||
| Q2 24 | 7.9% | 2.1% | ||
| Q1 24 | 3.1% | 1.2% |
| Q4 25 | 3.86× | 2.65× | ||
| Q3 25 | 1.38× | 2.48× | ||
| Q2 25 | 0.48× | 6.61× | ||
| Q1 25 | 11.29× | 1.79× | ||
| Q4 24 | 11.39× | 5.17× | ||
| Q3 24 | 2.74× | 2.13× | ||
| Q2 24 | -1.87× | 2.53× | ||
| Q1 24 | — | 4.20× |
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
NGL
| Water Solutions Segment | $208.6M | 23% |
| Services | $193.3M | 21% |
| Butane | $192.5M | 21% |
| Service Fees | $182.8M | 20% |
| Public Utilities Inventory Propane | $93.9M | 10% |
| Crude Oil | $23.3M | 3% |
| Crude Oil Transportation And Other | $6.5M | 1% |
| Liquids Logistics Segment | $2.5M | 0% |
| Crude Oil Logistics Segment | $1.2M | 0% |
RRX
| Other | $470.6M | 31% |
| Industrial Powertrain Solutions Segment | $441.8M | 29% |
| Automation And Motion Control Segment | $327.7M | 22% |
| Power Efficiency Solutions Segment | $283.2M | 19% |
