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NGL Energy Partners LP（NGL）とTaylor Morrison Home Corp（TMHC）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
Taylor Morrison Home Corpの直近四半期売上が大きい（$1.4B vs $909.8M、NGL Energy Partners LPの約1.5倍）。Taylor Morrison Home Corpの純利益率が高く（7.1% vs 5.2%、差は1.9%）。Taylor Morrison Home Corpの前年同期比売上増加率が高い（-26.8% vs -41.3%）。過去8四半期でNGL Energy Partners LPの売上複合成長率が高い（-6.4% vs -16.5%）
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。
テイラー・モリソン・ホーム社は米国最大級の住宅建設会社で、本社はアリゾナ州スコッツデールに所在します。2007年7月にテイラー・ウッドローとモリソン・ホームズが合併して設立され、アリゾナ、カリフォルニア、テキサスなど10以上の州で事業を展開し、初回購入向け、中間層向け、中高級層向けの多様な住宅を提供しています。
NGL vs TMHC — 直接比較
損益計算書 — Q3 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $909.8M | $1.4B |
| 純利益 | $47.2M | $98.6M |
| 粗利率 | 29.0% | 21.0% |
| 営業利益率 | 12.1% | — |
| 純利益率 | 5.2% | 7.1% |
| 売上前年比 | -41.3% | -26.8% |
| 純利益前年比 | 249.3% | -53.8% |
| EPS（希薄化後） | — | $1.12 |
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 | — | $1.4B | ||
| Q4 25 | $909.8M | $2.1B | ||
| Q3 25 | $674.7M | $2.1B | ||
| Q2 25 | $622.2M | $2.0B | ||
| Q1 25 | $971.1M | $1.9B | ||
| Q4 24 | $982.4M | $2.4B | ||
| Q3 24 | $756.5M | $2.1B | ||
| Q2 24 | $759.2M | $2.0B |
| Q1 26 | — | $98.6M | ||
| Q4 25 | $47.2M | $174.0M | ||
| Q3 25 | $29.3M | $201.4M | ||
| Q2 25 | $68.9M | $193.6M | ||
| Q1 25 | $13.7M | $213.5M | ||
| Q4 24 | $13.5M | $242.5M | ||
| Q3 24 | $2.5M | $251.1M | ||
| Q2 24 | $9.7M | $199.5M |
| Q1 26 | — | 21.0% | ||
| Q4 25 | 29.0% | 22.0% | ||
| Q3 25 | 37.6% | 22.7% | ||
| Q2 25 | 38.5% | 23.0% | ||
| Q1 25 | 26.9% | 24.4% | ||
| Q4 24 | 25.1% | 23.9% | ||
| Q3 24 | 30.9% | 25.0% | ||
| Q2 24 | 29.0% | 23.7% |
| Q1 26 | — | — | ||
| Q4 25 | 12.1% | — | ||
| Q3 25 | 14.0% | — | ||
| Q2 25 | 15.7% | — | ||
| Q1 25 | 8.4% | — | ||
| Q4 24 | 8.6% | — | ||
| Q3 24 | 10.8% | — | ||
| Q2 24 | 10.8% | — |
| Q1 26 | — | 7.1% | ||
| Q4 25 | 5.2% | 8.3% | ||
| Q3 25 | 4.3% | 9.6% | ||
| Q2 25 | 11.1% | 9.5% | ||
| Q1 25 | 1.4% | 11.3% | ||
| Q4 24 | 1.4% | 10.3% | ||
| Q3 24 | 0.3% | 11.8% | ||
| Q2 24 | 1.3% | 10.0% |
| Q1 26 | — | $1.12 | ||
| Q4 25 | — | $1.77 | ||
| Q3 25 | — | $2.01 | ||
| Q2 25 | — | $1.92 | ||
| Q1 25 | — | $2.07 | ||
| Q4 24 | — | $2.29 | ||
| Q3 24 | — | $2.37 | ||
| Q2 24 | — | $1.86 |
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 | $652.9M |
| 総負債低いほど良い | $2.9B | — |
| 株主資本純資産 | — | $6.2B |
| 総資産 | $4.4B | $9.8B |
| 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 | — | $652.9M | ||
| Q4 25 | $6.5M | $850.0M | ||
| Q3 25 | $8.7M | $370.6M | ||
| Q2 25 | $5.4M | $130.2M | ||
| Q1 25 | $13.5M | $377.8M | ||
| Q4 24 | $5.7M | $487.2M | ||
| Q3 24 | $4.5M | $256.4M | ||
| Q2 24 | $5.3M | $246.8M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $2.3B | ||
| Q3 25 | $2.9B | $2.2B | ||
| Q2 25 | $2.9B | $2.1B | ||
| Q1 25 | $3.0B | $2.1B | ||
| Q4 24 | $3.1B | $2.1B | ||
| Q3 24 | $3.1B | $2.1B | ||
| Q2 24 | $3.0B | $2.2B |
| Q1 26 | — | $6.2B | ||
| Q4 25 | — | $6.3B | ||
| Q3 25 | — | $6.2B | ||
| Q2 25 | — | $6.1B | ||
| Q1 25 | — | $6.0B | ||
| Q4 24 | — | $5.9B | ||
| Q3 24 | — | $5.7B | ||
| Q2 24 | — | $5.5B |
| Q1 26 | — | $9.8B | ||
| Q4 25 | $4.4B | $9.8B | ||
| Q3 25 | $4.3B | $9.6B | ||
| Q2 25 | $4.2B | $9.5B | ||
| Q1 25 | $4.6B | $9.4B | ||
| Q4 24 | $4.8B | $9.3B | ||
| Q3 24 | $4.9B | $9.3B | ||
| Q2 24 | $4.8B | $9.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.36× | ||
| Q3 25 | — | 0.35× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.36× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.39× |
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 | $646.4M | ||
| Q3 25 | $40.5M | $219.6M | ||
| Q2 25 | $33.2M | $-126.0M | ||
| Q1 25 | $155.0M | $77.2M | ||
| Q4 24 | $153.8M | $438.2M | ||
| Q3 24 | $6.7M | $135.9M | ||
| Q2 24 | $-18.1M | $-233.3M |
| Q1 26 | — | — | ||
| Q4 25 | $45.7M | $635.3M | ||
| Q3 25 | $9.5M | $206.6M | ||
| Q2 25 | $11.1M | $-133.6M | ||
| Q1 25 | $60.4M | $68.7M | ||
| Q4 24 | $152.1M | $428.2M | ||
| Q3 24 | $-82.9M | $127.1M | ||
| Q2 24 | $-78.0M | $-241.7M |
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | 30.3% | ||
| Q3 25 | 1.4% | 9.9% | ||
| Q2 25 | 1.8% | -6.6% | ||
| Q1 25 | 6.2% | 3.6% | ||
| Q4 24 | 15.5% | 18.2% | ||
| Q3 24 | -11.0% | 6.0% | ||
| Q2 24 | -10.3% | -12.1% |
| Q1 26 | — | — | ||
| Q4 25 | 15.0% | 0.5% | ||
| Q3 25 | 4.6% | 0.6% | ||
| Q2 25 | 3.6% | 0.4% | ||
| Q1 25 | 9.7% | 0.4% | ||
| Q4 24 | 0.2% | 0.4% | ||
| Q3 24 | 11.8% | 0.4% | ||
| Q2 24 | 7.9% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 3.86× | 3.71× | ||
| Q3 25 | 1.38× | 1.09× | ||
| Q2 25 | 0.48× | -0.65× | ||
| Q1 25 | 11.29× | 0.36× | ||
| Q4 24 | 11.39× | 1.81× | ||
| Q3 24 | 2.74× | 0.54× | ||
| Q2 24 | -1.87× | -1.17× |
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% |
TMHC
| Home closings revenue, net | $1.3B | 95% |
| Financial services revenue, net | $49.3M | 4% |
| Land closings revenue | $14.5M | 1% |
| Amenity and other revenue | $11.9M | 1% |
