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National Storage Affiliates Trust（NSA）とUSA Compression Partners, LP（USAC）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
USA Compression Partners, LPの直近四半期売上が大きい（$252.5M vs $187.0M、National Storage Affiliates Trustの約1.3倍）。National Storage Affiliates Trustの純利益率が高く（12.2% vs 11.0%、差は1.2%）。USA Compression Partners, LPの前年同期比売上増加率が高い（2.7% vs -1.6%）。National Storage Affiliates Trustの直近四半期フリーキャッシュフローが多い（$299.8M vs $87.7M）。過去8四半期でUSA Compression Partners, LPの売上複合成長率が高い（4.9% vs -2.4%）
ナショナル・ストレージ・アフィリエイツ・トラストは米国に本拠を置く不動産投資信託で、セルフストレージ事業を中心に、米国数十州の施設の所有・運営・買収を行い、個人や企業向けに安全な保管サービスを提供しています。
USA Compression Partners, LPは米国に本拠を置く天然ガス圧縮サービスプロバイダーであり、石油・ガス業界の上流・中流・下流分野の顧客向けに、カスタム圧縮システム、保守サービス、運用支援を提供し、天然ガスの生産・加工・輸送の効率化を支えています。
NSA vs USAC — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $187.0M | $252.5M |
| 純利益 | $22.9M | $27.8M |
| 粗利率 | 72.5% | — |
| 営業利益率 | 20.2% | 30.3% |
| 純利益率 | 12.2% | 11.0% |
| 売上前年比 | -1.6% | 2.7% |
| 純利益前年比 | 36.8% | 9.1% |
| EPS（希薄化後） | $0.23 | — |
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 | $187.0M | $252.5M | ||
| Q3 25 | $188.7M | $250.3M | ||
| Q2 25 | $188.8M | $250.1M | ||
| Q1 25 | $188.4M | $245.2M | ||
| Q4 24 | $190.1M | $245.9M | ||
| Q3 24 | $193.6M | $240.0M | ||
| Q2 24 | $190.4M | $235.3M | ||
| Q1 24 | $196.1M | $229.3M |
| Q4 25 | $22.9M | $27.8M | ||
| Q3 25 | $18.4M | $34.5M | ||
| Q2 25 | $19.5M | $28.6M | ||
| Q1 25 | $13.0M | $20.5M | ||
| Q4 24 | $16.7M | $25.4M | ||
| Q3 24 | $18.7M | $19.3M | ||
| Q2 24 | $17.1M | $31.2M | ||
| Q1 24 | $59.0M | $23.6M |
| Q4 25 | 72.5% | — | ||
| Q3 25 | 70.7% | — | ||
| Q2 25 | 70.5% | — | ||
| Q1 25 | 70.7% | — | ||
| Q4 24 | 72.5% | — | ||
| Q3 24 | 72.8% | — | ||
| Q2 24 | 72.6% | — | ||
| Q1 24 | 72.1% | — |
| Q4 25 | 20.2% | 30.3% | ||
| Q3 25 | 15.8% | 33.5% | ||
| Q2 25 | 16.5% | 30.6% | ||
| Q1 25 | 11.0% | 28.3% | ||
| Q4 24 | 14.5% | 30.3% | ||
| Q3 24 | 15.8% | 31.5% | ||
| Q2 24 | 17.2% | 32.9% | ||
| Q1 24 | 48.9% | 29.2% |
| Q4 25 | 12.2% | 11.0% | ||
| Q3 25 | 9.8% | 13.8% | ||
| Q2 25 | 10.3% | 11.4% | ||
| Q1 25 | 6.9% | 8.4% | ||
| Q4 24 | 8.8% | 10.3% | ||
| Q3 24 | 9.7% | 8.1% | ||
| Q2 24 | 9.0% | 13.3% | ||
| Q1 24 | 30.1% | 10.3% |
| Q4 25 | $0.23 | — | ||
| Q3 25 | $0.17 | — | ||
| Q2 25 | $0.19 | — | ||
| Q1 25 | $0.10 | — | ||
| Q4 24 | $0.19 | — | ||
| Q3 24 | $0.18 | — | ||
| Q2 24 | $0.16 | — | ||
| Q1 24 | $0.65 | — |
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 | $23.3M | $8.6M |
| 総負債低いほど良い | — | $2.5B |
| 株主資本純資産 | $946.0M | — |
| 総資産 | $5.1B | $2.6B |
| 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
| Q4 25 | $23.3M | $8.6M | ||
| Q3 25 | $26.3M | — | ||
| Q2 25 | $26.1M | $2.0K | ||
| Q1 25 | $19.3M | $2.0K | ||
| Q4 24 | $50.4M | $14.0K | ||
| Q3 24 | $69.9M | $79.0K | ||
| Q2 24 | $59.0M | $9.0K | ||
| Q1 24 | $64.2M | $8.0K |
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | — | $2.5B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $2.5B | ||
| Q2 24 | — | $2.5B | ||
| Q1 24 | — | $2.5B |
| Q4 25 | $946.0M | — | ||
| Q3 25 | $973.1M | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $986.9M | — | ||
| Q2 24 | $1.2B | — | ||
| Q1 24 | $1.3B | — |
| Q4 25 | $5.1B | $2.6B | ||
| Q3 25 | $5.1B | $2.7B | ||
| Q2 25 | $5.2B | $2.7B | ||
| Q1 25 | $5.3B | $2.7B | ||
| Q4 24 | $5.4B | $2.7B | ||
| Q3 24 | $5.4B | $2.8B | ||
| Q2 24 | $5.3B | $2.8B | ||
| Q1 24 | $5.4B | $2.8B |
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 | $338.5M | $139.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $299.8M | $87.7M |
| FCFマージンFCF / 売上 | 160.3% | 34.8% |
| 設備投資強度設備投資 / 売上 | 20.7% | 20.5% |
| キャッシュ転換率営業CF / 純利益 | 14.79× | 5.02× |
| 直近12ヶ月FCF直近4四半期 | $541.5M | $277.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $338.5M | $139.5M | ||
| Q3 25 | $100.2M | $75.9M | ||
| Q2 25 | $79.9M | $124.2M | ||
| Q1 25 | $85.6M | $54.7M | ||
| Q4 24 | $363.1M | $130.2M | ||
| Q3 24 | $105.7M | $48.5M | ||
| Q2 24 | $83.2M | $96.7M | ||
| Q1 24 | $94.0M | $65.9M |
| Q4 25 | $299.8M | $87.7M | ||
| Q3 25 | $88.0M | $51.9M | ||
| Q2 25 | $73.8M | $101.1M | ||
| Q1 25 | $79.9M | $36.3M | ||
| Q4 24 | $344.4M | $101.2M | ||
| Q3 24 | $101.8M | $19.8M | ||
| Q2 24 | $79.5M | $48.2M | ||
| Q1 24 | $88.6M | $-32.7M |
| Q4 25 | 160.3% | 34.8% | ||
| Q3 25 | 46.6% | 20.7% | ||
| Q2 25 | 39.1% | 40.4% | ||
| Q1 25 | 42.4% | 14.8% | ||
| Q4 24 | 181.2% | 41.1% | ||
| Q3 24 | 52.6% | 8.2% | ||
| Q2 24 | 41.7% | 20.5% | ||
| Q1 24 | 45.2% | -14.3% |
| Q4 25 | 20.7% | 20.5% | ||
| Q3 25 | 6.5% | 9.6% | ||
| Q2 25 | 3.2% | 9.3% | ||
| Q1 25 | 3.0% | 7.5% | ||
| Q4 24 | 9.8% | 11.8% | ||
| Q3 24 | 2.0% | 12.0% | ||
| Q2 24 | 1.9% | 20.6% | ||
| Q1 24 | 2.7% | 43.0% |
| Q4 25 | 14.79× | 5.02× | ||
| Q3 25 | 5.44× | 2.20× | ||
| Q2 25 | 4.10× | 4.35× | ||
| Q1 25 | 6.59× | 2.66× | ||
| Q4 24 | 21.70× | 5.12× | ||
| Q3 24 | 5.65× | 2.51× | ||
| Q2 24 | 4.88× | 3.10× | ||
| Q1 24 | 1.59× | 2.80× |
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
NSA
セグメントデータなし
USAC
| Revenue From Contract Operations Excluding Revenue From Related Party | $231.7M | 92% |
| Entities Affiliated With Energy Transfer LP | $16.6M | 7% |
| Transferred At Point In Time | $5.4M | 2% |
