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Norfolk Southern（NSC）とTapestry, Inc.（TPR）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
Norfolk Southernの直近四半期売上が大きい（$3.0B vs $2.5B、Tapestry, Inc.の約1.2倍）。Tapestry, Inc.の純利益率が高く（22.4% vs 21.7%、差は0.8%）。Tapestry, Inc.の前年同期比売上増加率が高い（14.0% vs -1.7%）。Tapestry, Inc.の直近四半期フリーキャッシュフローが多い（$1.0B vs $334.0M）。過去8四半期でTapestry, Inc.の売上複合成長率が高い（29.9% vs -0.5%）
ノーフォーク・サザン鉄道は米国東部で事業を展開する一等貨物鉄道会社で、本社はアトランタに所在する。1982年にノーフォーク・アンド・ウェスタン鉄道とサザン鉄道の合併で設立され、米国東部22州とコロンビア特別区で計約3万1250キロの路線を運営し、カナダ太平洋カンザスシティ鉄道のオルバニー・モントリオール間路線の使用権も保有している。
Tapestry, Inc.はアメリカ発の大手多国籍ラグジュアリーファッション持株会社で、Coach、Kate Spade New York、Stuart Weitzmanの3つの代表的なライフスタイルブランドを保有し、高級ハンドバッグ、アパレル、靴、アクセサリー、香水などを世界中の消費者に提供しています。
NSC vs TPR — 直接比較
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $3.0B | $2.5B |
| 純利益 | $644.0M | $561.3M |
| 粗利率 | — | 75.5% |
| 営業利益率 | 31.5% | 28.6% |
| 純利益率 | 21.7% | 22.4% |
| 売上前年比 | -1.7% | 14.0% |
| 純利益前年比 | -12.1% | 80.8% |
| EPS（希薄化後） | $2.87 | $2.68 |
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 | $3.0B | $2.5B | ||
| Q3 25 | $3.1B | $1.7B | ||
| Q2 25 | $3.1B | $1.7B | ||
| Q1 25 | $3.0B | $1.6B | ||
| Q4 24 | $3.0B | $2.2B | ||
| Q3 24 | $3.1B | $1.5B | ||
| Q2 24 | $3.0B | $1.6B | ||
| Q1 24 | $3.0B | $1.5B |
| Q4 25 | $644.0M | $561.3M | ||
| Q3 25 | $711.0M | $274.8M | ||
| Q2 25 | $768.0M | $-517.1M | ||
| Q1 25 | $750.0M | $203.3M | ||
| Q4 24 | $733.0M | $310.4M | ||
| Q3 24 | $1.1B | $186.6M | ||
| Q2 24 | $737.0M | $159.3M | ||
| Q1 24 | $53.0M | $139.4M |
| Q4 25 | — | 75.5% | ||
| Q3 25 | — | 76.3% | ||
| Q2 25 | — | 76.3% | ||
| Q1 25 | — | 76.1% | ||
| Q4 24 | — | 74.4% | ||
| Q3 24 | — | 75.3% | ||
| Q2 24 | — | 74.9% | ||
| Q1 24 | — | 74.7% |
| Q4 25 | 31.5% | 28.6% | ||
| Q3 25 | 35.4% | 19.3% | ||
| Q2 25 | 37.8% | -33.9% | ||
| Q1 25 | 38.3% | 16.0% | ||
| Q4 24 | 37.4% | 22.4% | ||
| Q3 24 | 52.3% | 16.7% | ||
| Q2 24 | 37.2% | 14.8% | ||
| Q1 24 | 7.1% | 13.8% |
| Q4 25 | 21.7% | 22.4% | ||
| Q3 25 | 22.9% | 16.1% | ||
| Q2 25 | 24.7% | -30.0% | ||
| Q1 25 | 25.1% | 12.8% | ||
| Q4 24 | 24.2% | 14.1% | ||
| Q3 24 | 36.0% | 12.4% | ||
| Q2 24 | 24.2% | 10.0% | ||
| Q1 24 | 1.8% | 9.4% |
| Q4 25 | $2.87 | $2.68 | ||
| Q3 25 | $3.16 | $1.28 | ||
| Q2 25 | $3.41 | $-2.30 | ||
| Q1 25 | $3.31 | $0.95 | ||
| Q4 24 | $3.24 | $1.38 | ||
| Q3 24 | $4.85 | $0.79 | ||
| Q2 24 | $3.25 | $0.67 | ||
| Q1 24 | $0.23 | $0.60 |
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 | $1.5B | $1.1B |
| 総負債低いほど良い | $16.5B | $2.4B |
| 株主資本純資産 | $15.5B | $551.2M |
| 総資産 | $45.2B | $6.5B |
| 負債/資本比率低いほどレバレッジが低い | 1.06× | 4.32× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.5B | $1.1B | ||
| Q3 25 | $1.4B | $743.2M | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | $1.0B | $1.1B | ||
| Q4 24 | $1.6B | $1.0B | ||
| Q3 24 | $975.0M | $7.3B | ||
| Q2 24 | $659.0M | $7.2B | ||
| Q1 24 | $652.0M | $7.4B |
| Q4 25 | $16.5B | $2.4B | ||
| Q3 25 | $16.5B | $2.4B | ||
| Q2 25 | $16.5B | $2.4B | ||
| Q1 25 | $16.7B | $2.4B | ||
| Q4 24 | $16.7B | $2.4B | ||
| Q3 24 | $16.6B | $7.0B | ||
| Q2 24 | $16.9B | $6.9B | ||
| Q1 24 | $17.2B | $7.7B |
| Q4 25 | $15.5B | $551.2M | ||
| Q3 25 | $15.1B | $399.5M | ||
| Q2 25 | $14.8B | $857.8M | ||
| Q1 25 | $14.5B | $1.5B | ||
| Q4 24 | $14.3B | $1.3B | ||
| Q3 24 | $13.8B | $3.0B | ||
| Q2 24 | $13.0B | $2.9B | ||
| Q1 24 | $12.5B | $2.8B |
| Q4 25 | $45.2B | $6.5B | ||
| Q3 25 | $44.6B | $6.4B | ||
| Q2 25 | $44.2B | $6.6B | ||
| Q1 25 | $43.8B | $7.3B | ||
| Q4 24 | $43.7B | $7.3B | ||
| Q3 24 | $43.3B | $13.7B | ||
| Q2 24 | $42.6B | $13.4B | ||
| Q1 24 | $42.1B | $13.7B |
| Q4 25 | 1.06× | 4.32× | ||
| Q3 25 | 1.09× | 5.95× | ||
| Q2 25 | 1.11× | 2.77× | ||
| Q1 25 | 1.15× | 1.59× | ||
| Q4 24 | 1.16× | 1.78× | ||
| Q3 24 | 1.21× | 2.35× | ||
| Q2 24 | 1.30× | 2.39× | ||
| Q1 24 | 1.37× | 2.77× |
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 | $1.1B | $1.1B |
| フリーキャッシュフロー営業CF - 設備投資 | $334.0M | $1.0B |
| FCFマージンFCF / 売上 | 11.2% | 41.5% |
| 設備投資強度設備投資 / 売上 | 24.5% | 1.7% |
| キャッシュ転換率営業CF / 純利益 | 1.65× | 1.93× |
| 直近12ヶ月FCF直近4四半期 | $2.2B | $1.6B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.1B | $1.1B | ||
| Q3 25 | $1.3B | $112.6M | ||
| Q2 25 | $1.1B | $446.8M | ||
| Q1 25 | $950.0M | $144.3M | ||
| Q4 24 | $951.0M | $506.0M | ||
| Q3 24 | $1.2B | $119.5M | ||
| Q2 24 | $1.0B | $256.0M | ||
| Q1 24 | $839.0M | $97.8M |
| Q4 25 | $334.0M | $1.0B | ||
| Q3 25 | $720.0M | $80.2M | ||
| Q2 25 | $602.0M | $411.5M | ||
| Q1 25 | $501.0M | $113.4M | ||
| Q4 24 | $276.0M | $475.1M | ||
| Q3 24 | $645.0M | $93.9M | ||
| Q2 24 | $468.0M | $209.8M | ||
| Q1 24 | $282.0M | $78.8M |
| Q4 25 | 11.2% | 41.5% | ||
| Q3 25 | 23.2% | 4.7% | ||
| Q2 25 | 19.4% | 23.9% | ||
| Q1 25 | 16.7% | 7.2% | ||
| Q4 24 | 9.1% | 21.6% | ||
| Q3 24 | 21.1% | 6.2% | ||
| Q2 24 | 15.4% | 13.2% | ||
| Q1 24 | 9.4% | 5.3% |
| Q4 25 | 24.5% | 1.7% | ||
| Q3 25 | 17.8% | 1.9% | ||
| Q2 25 | 15.3% | 2.0% | ||
| Q1 25 | 15.0% | 2.0% | ||
| Q4 24 | 22.3% | 1.4% | ||
| Q3 24 | 19.0% | 1.7% | ||
| Q2 24 | 18.7% | 2.9% | ||
| Q1 24 | 18.5% | 1.3% |
| Q4 25 | 1.65× | 1.93× | ||
| Q3 25 | 1.79× | 0.41× | ||
| Q2 25 | 1.40× | — | ||
| Q1 25 | 1.27× | 0.71× | ||
| Q4 24 | 1.30× | 1.63× | ||
| Q3 24 | 1.12× | 0.64× | ||
| Q2 24 | 1.41× | 1.61× | ||
| Q1 24 | 15.83× | 0.70× |
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
NSC
| Railway Operating Revenues Market Group Merchandise | $1.9B | 63% |
| Metals And Construction | $404.0M | 14% |
| Railway Operating Revenues Market Group Coal | $347.0M | 12% |
| Automotive | $293.0M | 10% |
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
