vs
NGL Energy Partners LP（NGL）とSimpson Manufacturing Co., Inc.（SSD）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
NGL Energy Partners LPの直近四半期売上が大きい（$909.8M vs $588.0M、Simpson Manufacturing Co., Inc.の約1.5倍）。Simpson Manufacturing Co., Inc.の純利益率が高く（15.0% vs 5.2%、差は9.8%）。Simpson Manufacturing Co., Inc.の前年同期比売上増加率が高い（9.1% vs -41.3%）。過去8四半期でSimpson Manufacturing Co., Inc.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。
シンプソン・マニュファクチャリングは米国屈指の建築資材メーカーで、新築工事や改修工事向けの構造用接合金物、ファスナー、アンカーなどの製品を製造・供給しており、業界で高い技術力と市場シェアを誇っています。
NGL vs SSD — 直接比較
損益計算書 — Q3 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $909.8M | $588.0M |
| 純利益 | $47.2M | $88.2M |
| 粗利率 | 29.0% | 45.2% |
| 営業利益率 | 12.1% | 19.5% |
| 純利益率 | 5.2% | 15.0% |
| 売上前年比 | -41.3% | 9.1% |
| 純利益前年比 | 249.3% | 13.3% |
| EPS（希薄化後） | — | $2.13 |
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
| Q1 26 | — | $588.0M | ||
| Q4 25 | $909.8M | $539.3M | ||
| Q3 25 | $674.7M | $623.5M | ||
| Q2 25 | $622.2M | $631.1M | ||
| Q1 25 | $971.1M | $538.9M | ||
| Q4 24 | $982.4M | $517.4M | ||
| Q3 24 | $756.5M | $587.2M | ||
| Q2 24 | $759.2M | $597.0M |
| Q1 26 | — | $88.2M | ||
| Q4 25 | $47.2M | $56.2M | ||
| Q3 25 | $29.3M | $107.4M | ||
| Q2 25 | $68.9M | $103.5M | ||
| Q1 25 | $13.7M | $77.9M | ||
| Q4 24 | $13.5M | $55.4M | ||
| Q3 24 | $2.5M | $93.5M | ||
| Q2 24 | $9.7M | $97.8M |
| Q1 26 | — | 45.2% | ||
| Q4 25 | 29.0% | 43.4% | ||
| Q3 25 | 37.6% | 46.4% | ||
| Q2 25 | 38.5% | 46.7% | ||
| Q1 25 | 26.9% | 46.8% | ||
| Q4 24 | 25.1% | 44.0% | ||
| Q3 24 | 30.9% | 46.8% | ||
| Q2 24 | 29.0% | 46.7% |
| Q1 26 | — | 19.5% | ||
| Q4 25 | 12.1% | 13.9% | ||
| Q3 25 | 14.0% | 22.6% | ||
| Q2 25 | 15.7% | 22.2% | ||
| Q1 25 | 8.4% | 19.0% | ||
| Q4 24 | 8.6% | 14.8% | ||
| Q3 24 | 10.8% | 21.3% | ||
| Q2 24 | 10.8% | 22.1% |
| Q1 26 | — | 15.0% | ||
| Q4 25 | 5.2% | 10.4% | ||
| Q3 25 | 4.3% | 17.2% | ||
| Q2 25 | 11.1% | 16.4% | ||
| Q1 25 | 1.4% | 14.5% | ||
| Q4 24 | 1.4% | 10.7% | ||
| Q3 24 | 0.3% | 15.9% | ||
| Q2 24 | 1.3% | 16.4% |
| Q1 26 | — | $2.13 | ||
| Q4 25 | — | $1.34 | ||
| Q3 25 | — | $2.58 | ||
| Q2 25 | — | $2.47 | ||
| Q1 25 | — | $1.85 | ||
| Q4 24 | — | $1.31 | ||
| Q3 24 | — | $2.21 | ||
| Q2 24 | — | $2.31 |
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 | $341.0M |
| 総負債低いほど良い | $2.9B | — |
| 株主資本純資産 | — | $2.1B |
| 総資産 | $4.4B | $3.0B |
| 負債/資本比率低いほどレバレッジが低い | — | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $341.0M | ||
| Q4 25 | $6.5M | $384.1M | ||
| Q3 25 | $8.7M | $297.3M | ||
| Q2 25 | $5.4M | $190.4M | ||
| Q1 25 | $13.5M | $150.3M | ||
| Q4 24 | $5.7M | $239.4M | ||
| Q3 24 | $4.5M | $339.4M | ||
| Q2 24 | $5.3M | $354.9M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $300.0M | ||
| Q3 25 | $2.9B | $371.3M | ||
| Q2 25 | $2.9B | $376.9M | ||
| Q1 25 | $3.0B | $382.5M | ||
| Q4 24 | $3.1B | $388.1M | ||
| Q3 24 | $3.1B | $393.8M | ||
| Q2 24 | $3.0B | $399.4M |
| Q1 26 | — | $2.1B | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $1.8B |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $4.4B | $3.1B | ||
| Q3 25 | $4.3B | $3.0B | ||
| Q2 25 | $4.2B | $3.0B | ||
| Q1 25 | $4.6B | $2.8B | ||
| Q4 24 | $4.8B | $2.7B | ||
| Q3 24 | $4.9B | $2.9B | ||
| Q2 24 | $4.8B | $2.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× |
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 | — |
| フリーキャッシュフロー営業CF - 設備投資 | $45.7M | — |
| FCFマージンFCF / 売上 | 5.0% | — |
| 設備投資強度設備投資 / 売上 | 15.0% | — |
| キャッシュ転換率営業CF / 純利益 | 3.86× | — |
| 直近12ヶ月FCF直近4四半期 | $126.7M | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $182.3M | $155.7M | ||
| Q3 25 | $40.5M | $170.2M | ||
| Q2 25 | $33.2M | $125.2M | ||
| Q1 25 | $155.0M | $7.6M | ||
| Q4 24 | $153.8M | $115.8M | ||
| Q3 24 | $6.7M | $103.3M | ||
| Q2 24 | $-18.1M | $111.1M |
| Q1 26 | — | — | ||
| Q4 25 | $45.7M | $119.0M | ||
| Q3 25 | $9.5M | $133.9M | ||
| Q2 25 | $11.1M | $87.3M | ||
| Q1 25 | $60.4M | $-42.6M | ||
| Q4 24 | $152.1M | $60.3M | ||
| Q3 24 | $-82.9M | $58.1M | ||
| Q2 24 | $-78.0M | $70.9M |
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | 22.1% | ||
| Q3 25 | 1.4% | 21.5% | ||
| Q2 25 | 1.8% | 13.8% | ||
| Q1 25 | 6.2% | -7.9% | ||
| Q4 24 | 15.5% | 11.7% | ||
| Q3 24 | -11.0% | 9.9% | ||
| Q2 24 | -10.3% | 11.9% |
| Q1 26 | — | — | ||
| Q4 25 | 15.0% | 6.8% | ||
| Q3 25 | 4.6% | 5.8% | ||
| Q2 25 | 3.6% | 6.0% | ||
| Q1 25 | 9.7% | 9.3% | ||
| Q4 24 | 0.2% | 10.7% | ||
| Q3 24 | 11.8% | 7.7% | ||
| Q2 24 | 7.9% | 6.7% |
| Q1 26 | — | — | ||
| Q4 25 | 3.86× | 2.77× | ||
| Q3 25 | 1.38× | 1.58× | ||
| Q2 25 | 0.48× | 1.21× | ||
| Q1 25 | 11.29× | 0.10× | ||
| Q4 24 | 11.39× | 2.09× | ||
| Q3 24 | 2.74× | 1.10× | ||
| Q2 24 | -1.87× | 1.14× |
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% |
SSD
セグメントデータなし
