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PHIBRO ANIMAL HEALTH CORP（PAHC）とRevolve Group, Inc.（RVLV）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
PHIBRO ANIMAL HEALTH CORPの直近四半期売上が大きい（$373.9M vs $324.4M、Revolve Group, Inc.の約1.2倍）。PHIBRO ANIMAL HEALTH CORPの純利益率が高く（7.3% vs 5.7%、差は1.6%）。PHIBRO ANIMAL HEALTH CORPの前年同期比売上増加率が高い（20.9% vs 10.4%）。PHIBRO ANIMAL HEALTH CORPの直近四半期フリーキャッシュフローが多い（$8.3M vs $-13.3M）。過去8四半期でPHIBRO ANIMAL HEALTH CORPの売上複合成長率が高い（19.2% vs 9.5%）
ファイブローアニマルヘルスコーポレーションは米国の動物健康・ミネラル栄養企業で、抗菌剤、抗コクシジウム剤、駆虫薬のほか、家畜用栄養補給剤、ワクチンなどを製品ラインナップに持っています。ミネラル栄養、機能材料、動物健康の3事業セグメントを中心に収益を上げ、米国、中南米、カナダ、欧州、中東、アフリカ、アジア太平洋地域で事業を展開しています。
Revolve Theatre Companyはテムズ河畔ヘンリーを拠点とする劇団で、政治的なテーマの作品やシェイクスピア劇を専門に制作・上演しており、オリバー・デンチ、ジョー・モリス、トム・スミスの3人が所有しています。
PAHC vs RVLV — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $373.9M | $324.4M |
| 純利益 | $27.5M | $18.6M |
| 粗利率 | 35.5% | 53.3% |
| 営業利益率 | 13.5% | 6.3% |
| 純利益率 | 7.3% | 5.7% |
| 売上前年比 | 20.9% | 10.4% |
| 純利益前年比 | 762.1% | 50.4% |
| EPS（希薄化後） | $0.67 | $0.27 |
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 | $373.9M | $324.4M | ||
| Q3 25 | $363.9M | $295.6M | ||
| Q2 25 | $378.7M | $309.0M | ||
| Q1 25 | $347.8M | $296.7M | ||
| Q4 24 | $309.3M | $293.7M | ||
| Q3 24 | $260.4M | $283.1M | ||
| Q2 24 | $273.2M | $282.5M | ||
| Q1 24 | $263.2M | $270.6M |
| Q4 25 | $27.5M | $18.6M | ||
| Q3 25 | $26.5M | $21.2M | ||
| Q2 25 | $17.2M | $10.2M | ||
| Q1 25 | $20.9M | $11.8M | ||
| Q4 24 | $3.2M | $12.3M | ||
| Q3 24 | $7.0M | $11.0M | ||
| Q2 24 | $752.0K | $15.4M | ||
| Q1 24 | $8.4M | $10.9M |
| Q4 25 | 35.5% | 53.3% | ||
| Q3 25 | 32.9% | 54.6% | ||
| Q2 25 | 29.0% | 54.1% | ||
| Q1 25 | 30.1% | 52.0% | ||
| Q4 24 | 32.9% | 52.5% | ||
| Q3 24 | 32.1% | 51.2% | ||
| Q2 24 | 31.9% | 54.0% | ||
| Q1 24 | 30.2% | 52.3% |
| Q4 25 | 13.5% | 6.3% | ||
| Q3 25 | 14.1% | 7.1% | ||
| Q2 25 | 8.9% | 5.8% | ||
| Q1 25 | 9.6% | 5.0% | ||
| Q4 24 | 8.3% | 3.9% | ||
| Q3 24 | 6.8% | 5.0% | ||
| Q2 24 | 6.7% | 5.8% | ||
| Q1 24 | 7.6% | 3.4% |
| Q4 25 | 7.3% | 5.7% | ||
| Q3 25 | 7.3% | 7.2% | ||
| Q2 25 | 4.5% | 3.3% | ||
| Q1 25 | 6.0% | 4.0% | ||
| Q4 24 | 1.0% | 4.2% | ||
| Q3 24 | 2.7% | 3.9% | ||
| Q2 24 | 0.3% | 5.4% | ||
| Q1 24 | 3.2% | 4.0% |
| Q4 25 | $0.67 | $0.27 | ||
| Q3 25 | $0.65 | $0.29 | ||
| Q2 25 | $0.43 | $0.14 | ||
| Q1 25 | $0.51 | $0.16 | ||
| Q4 24 | $0.08 | $0.18 | ||
| Q3 24 | $0.17 | $0.15 | ||
| Q2 24 | $0.02 | $0.21 | ||
| Q1 24 | $0.21 | $0.15 |
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 | $74.5M | $292.3M |
| 総負債低いほど良い | $624.2M | — |
| 株主資本純資産 | $332.4M | $512.5M |
| 総資産 | $1.4B | $765.0M |
| 負債/資本比率低いほどレバレッジが低い | 1.88× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $74.5M | $292.3M | ||
| Q3 25 | $85.3M | $315.4M | ||
| Q2 25 | $77.0M | $310.7M | ||
| Q1 25 | $70.4M | $300.8M | ||
| Q4 24 | $67.1M | $256.6M | ||
| Q3 24 | $89.8M | $252.8M | ||
| Q2 24 | $114.6M | $244.7M | ||
| Q1 24 | $98.7M | $273.4M |
| Q4 25 | $624.2M | — | ||
| Q3 25 | $628.0M | — | ||
| Q2 25 | $631.7M | — | ||
| Q1 25 | $635.4M | — | ||
| Q4 24 | $639.1M | — | ||
| Q3 24 | $295.2M | — | ||
| Q2 24 | $312.1M | — | ||
| Q1 24 | — | — |
| Q4 25 | $332.4M | $512.5M | ||
| Q3 25 | $311.7M | $490.2M | ||
| Q2 25 | $285.7M | $468.6M | ||
| Q1 25 | $266.0M | $453.4M | ||
| Q4 24 | $246.8M | $437.8M | ||
| Q3 24 | $258.5M | $420.8M | ||
| Q2 24 | $256.6M | $405.8M | ||
| Q1 24 | $270.1M | $389.9M |
| Q4 25 | $1.4B | $765.0M | ||
| Q3 25 | $1.4B | $751.3M | ||
| Q2 25 | $1.4B | $722.9M | ||
| Q1 25 | $1.3B | $713.9M | ||
| Q4 24 | $1.3B | $665.5M | ||
| Q3 24 | $966.3M | $670.9M | ||
| Q2 24 | $982.2M | $657.8M | ||
| Q1 24 | $979.0M | $650.0M |
| Q4 25 | 1.88× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 2.21× | — | ||
| Q1 25 | 2.39× | — | ||
| Q4 24 | 2.59× | — | ||
| Q3 24 | 1.14× | — | ||
| Q2 24 | 1.22× | — | ||
| Q1 24 | — | — |
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 | $19.4M | $-10.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $8.3M | $-13.3M |
| FCFマージンFCF / 売上 | 2.2% | -4.1% |
| 設備投資強度設備投資 / 売上 | 3.0% | 1.0% |
| キャッシュ転換率営業CF / 純利益 | 0.70× | -0.55× |
| 直近12ヶ月FCF直近4四半期 | $47.3M | $48.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $19.4M | $-10.2M | ||
| Q3 25 | $9.3M | $11.8M | ||
| Q2 25 | $21.3M | $12.6M | ||
| Q1 25 | $43.2M | $45.1M | ||
| Q4 24 | $3.1M | $3.9M | ||
| Q3 24 | $12.6M | $9.1M | ||
| Q2 24 | $28.4M | $-24.7M | ||
| Q1 24 | $11.4M | $38.4M |
| Q4 25 | $8.3M | $-13.3M | ||
| Q3 25 | $-4.5M | $7.5M | ||
| Q2 25 | $8.1M | $10.4M | ||
| Q1 25 | $35.4M | $43.4M | ||
| Q4 24 | $-4.7M | $2.1M | ||
| Q3 24 | $3.0M | $8.0M | ||
| Q2 24 | $15.4M | $-25.7M | ||
| Q1 24 | $1.7M | $36.7M |
| Q4 25 | 2.2% | -4.1% | ||
| Q3 25 | -1.2% | 2.5% | ||
| Q2 25 | 2.1% | 3.4% | ||
| Q1 25 | 10.2% | 14.6% | ||
| Q4 24 | -1.5% | 0.7% | ||
| Q3 24 | 1.2% | 2.8% | ||
| Q2 24 | 5.6% | -9.1% | ||
| Q1 24 | 0.6% | 13.5% |
| Q4 25 | 3.0% | 1.0% | ||
| Q3 25 | 3.8% | 1.5% | ||
| Q2 25 | 3.5% | 0.7% | ||
| Q1 25 | 2.2% | 0.6% | ||
| Q4 24 | 2.5% | 0.6% | ||
| Q3 24 | 3.7% | 0.4% | ||
| Q2 24 | 4.8% | 0.4% | ||
| Q1 24 | 3.7% | 0.6% |
| Q4 25 | 0.70× | -0.55× | ||
| Q3 25 | 0.35× | 0.56× | ||
| Q2 25 | 1.24× | 1.24× | ||
| Q1 25 | 2.07× | 3.82× | ||
| Q4 24 | 0.97× | 0.32× | ||
| Q3 24 | 1.81× | 0.83× | ||
| Q2 24 | 37.80× | -1.60× | ||
| Q1 24 | 1.36× | 3.53× |
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
PAHC
| Medicated Feed Additives And Others | $202.1M | 54% |
| Mineral Nutrition | $68.9M | 18% |
| Nutritional Specialties | $50.2M | 13% |
| Vaccines | $37.6M | 10% |
| Performance Products | $15.0M | 4% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
