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PHIBRO ANIMAL HEALTH CORP（PAHC）とWillScot Holdings Corp（WSC）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
WillScot Holdings Corpの直近四半期売上が大きい（$566.0M vs $373.9M、PHIBRO ANIMAL HEALTH CORPの約1.5倍）。PHIBRO ANIMAL HEALTH CORPの純利益率が高く（7.3% vs -33.1%、差は40.4%）。PHIBRO ANIMAL HEALTH CORPの前年同期比売上増加率が高い（20.9% vs -6.1%）。WillScot Holdings Corpの直近四半期フリーキャッシュフローが多い（$149.7M vs $8.3M）。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 -1.8%）
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。
WillScotホールディングス・コーポレーションは北米で有数のモジュール式スペースおよびポータブルストレージサービスプロバイダーで、建設、商業開発、教育、医療、政府プロジェクト、イベントなど多岐にわたる分野の顧客に、柔軟で拡張性の高い仮設・半永久的スペースソリューションを提供しています。
PAHC vs WSC — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $373.9M | $566.0M |
| 純利益 | $27.5M | $-187.3M |
| 粗利率 | 35.5% | 50.4% |
| 営業利益率 | 13.5% | -32.5% |
| 純利益率 | 7.3% | -33.1% |
| 売上前年比 | 20.9% | -6.1% |
| 純利益前年比 | 762.1% | -310.0% |
| EPS（希薄化後） | $0.67 | $-1.02 |
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 | $566.0M | ||
| Q3 25 | $363.9M | $566.8M | ||
| Q2 25 | $378.7M | $589.1M | ||
| Q1 25 | $347.8M | $559.6M | ||
| Q4 24 | $309.3M | $602.5M | ||
| Q3 24 | $260.4M | $601.4M | ||
| Q2 24 | $273.2M | $604.6M | ||
| Q1 24 | $263.2M | $587.2M |
| Q4 25 | $27.5M | $-187.3M | ||
| Q3 25 | $26.5M | $43.3M | ||
| Q2 25 | $17.2M | $47.9M | ||
| Q1 25 | $20.9M | $43.1M | ||
| Q4 24 | $3.2M | $89.2M | ||
| Q3 24 | $7.0M | $-70.5M | ||
| Q2 24 | $752.0K | $-46.9M | ||
| Q1 24 | $8.4M | $56.2M |
| Q4 25 | 35.5% | 50.4% | ||
| Q3 25 | 32.9% | 49.7% | ||
| Q2 25 | 29.0% | 50.3% | ||
| Q1 25 | 30.1% | 53.7% | ||
| Q4 24 | 32.9% | 55.8% | ||
| Q3 24 | 32.1% | 53.5% | ||
| Q2 24 | 31.9% | 54.1% | ||
| Q1 24 | 30.2% | 54.0% |
| Q4 25 | 13.5% | -32.5% | ||
| Q3 25 | 14.1% | 21.0% | ||
| Q2 25 | 8.9% | 21.5% | ||
| Q1 25 | 9.6% | 21.3% | ||
| Q4 24 | 8.3% | 28.9% | ||
| Q3 24 | 6.8% | -5.9% | ||
| Q2 24 | 6.7% | -0.9% | ||
| Q1 24 | 7.6% | 22.1% |
| Q4 25 | 7.3% | -33.1% | ||
| Q3 25 | 7.3% | 7.6% | ||
| Q2 25 | 4.5% | 8.1% | ||
| Q1 25 | 6.0% | 7.7% | ||
| Q4 24 | 1.0% | 14.8% | ||
| Q3 24 | 2.7% | -11.7% | ||
| Q2 24 | 0.3% | -7.7% | ||
| Q1 24 | 3.2% | 9.6% |
| Q4 25 | $0.67 | $-1.02 | ||
| Q3 25 | $0.65 | $0.24 | ||
| Q2 25 | $0.43 | $0.26 | ||
| Q1 25 | $0.51 | $0.23 | ||
| Q4 24 | $0.08 | $0.48 | ||
| Q3 24 | $0.17 | $-0.37 | ||
| Q2 24 | $0.02 | $-0.25 | ||
| Q1 24 | $0.21 | $0.29 |
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 | $14.6M |
| 総負債低いほど良い | $624.2M | $3.6B |
| 株主資本純資産 | $332.4M | $856.3M |
| 総資産 | $1.4B | $5.8B |
| 負債/資本比率低いほどレバレッジが低い | 1.88× | 4.15× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $74.5M | $14.6M | ||
| Q3 25 | $85.3M | $14.8M | ||
| Q2 25 | $77.0M | $12.8M | ||
| Q1 25 | $70.4M | $10.7M | ||
| Q4 24 | $67.1M | $9.0M | ||
| Q3 24 | $89.8M | $11.0M | ||
| Q2 24 | $114.6M | $5.9M | ||
| Q1 24 | $98.7M | $13.1M |
| Q4 25 | $624.2M | $3.6B | ||
| Q3 25 | $628.0M | $3.6B | ||
| Q2 25 | $631.7M | $3.7B | ||
| Q1 25 | $635.4M | $3.6B | ||
| Q4 24 | $639.1M | $3.7B | ||
| Q3 24 | $295.2M | $3.6B | ||
| Q2 24 | $312.1M | $3.5B | ||
| Q1 24 | — | $3.5B |
| Q4 25 | $332.4M | $856.3M | ||
| Q3 25 | $311.7M | $1.1B | ||
| Q2 25 | $285.7M | $1.0B | ||
| Q1 25 | $266.0M | $1.0B | ||
| Q4 24 | $246.8M | $1.0B | ||
| Q3 24 | $258.5M | $1.1B | ||
| Q2 24 | $256.6M | $1.2B | ||
| Q1 24 | $270.1M | $1.3B |
| Q4 25 | $1.4B | $5.8B | ||
| Q3 25 | $1.4B | $6.1B | ||
| Q2 25 | $1.4B | $6.1B | ||
| Q1 25 | $1.3B | $6.0B | ||
| Q4 24 | $1.3B | $6.0B | ||
| Q3 24 | $966.3M | $6.0B | ||
| Q2 24 | $982.2M | $6.0B | ||
| Q1 24 | $979.0M | $6.2B |
| Q4 25 | 1.88× | 4.15× | ||
| Q3 25 | 2.01× | 3.39× | ||
| Q2 25 | 2.21× | 3.55× | ||
| Q1 25 | 2.39× | 3.56× | ||
| Q4 24 | 2.59× | 3.62× | ||
| Q3 24 | 1.14× | 3.42× | ||
| Q2 24 | 1.22× | 2.88× | ||
| Q1 24 | — | 2.63× |
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 | $158.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $8.3M | $149.7M |
| FCFマージンFCF / 売上 | 2.2% | 26.5% |
| 設備投資強度設備投資 / 売上 | 3.0% | 1.6% |
| キャッシュ転換率営業CF / 純利益 | 0.70× | — |
| 直近12ヶ月FCF直近4四半期 | $47.3M | $737.7M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $19.4M | $158.9M | ||
| Q3 25 | $9.3M | $191.2M | ||
| Q2 25 | $21.3M | $205.3M | ||
| Q1 25 | $43.2M | $206.6M | ||
| Q4 24 | $3.1M | $178.9M | ||
| Q3 24 | $12.6M | $-1.6M | ||
| Q2 24 | $28.4M | $175.6M | ||
| Q1 24 | $11.4M | $208.7M |
| Q4 25 | $8.3M | $149.7M | ||
| Q3 25 | $-4.5M | $186.9M | ||
| Q2 25 | $8.1M | $199.0M | ||
| Q1 25 | $35.4M | $202.0M | ||
| Q4 24 | $-4.7M | $176.6M | ||
| Q3 24 | $3.0M | $-4.9M | ||
| Q2 24 | $15.4M | $169.4M | ||
| Q1 24 | $1.7M | $202.1M |
| Q4 25 | 2.2% | 26.5% | ||
| Q3 25 | -1.2% | 33.0% | ||
| Q2 25 | 2.1% | 33.8% | ||
| Q1 25 | 10.2% | 36.1% | ||
| Q4 24 | -1.5% | 29.3% | ||
| Q3 24 | 1.2% | -0.8% | ||
| Q2 24 | 5.6% | 28.0% | ||
| Q1 24 | 0.6% | 34.4% |
| Q4 25 | 3.0% | 1.6% | ||
| Q3 25 | 3.8% | 0.7% | ||
| Q2 25 | 3.5% | 1.1% | ||
| Q1 25 | 2.2% | 0.8% | ||
| Q4 24 | 2.5% | 0.4% | ||
| Q3 24 | 3.7% | 0.6% | ||
| Q2 24 | 4.8% | 1.0% | ||
| Q1 24 | 3.7% | 1.1% |
| Q4 25 | 0.70× | — | ||
| Q3 25 | 0.35× | 4.41× | ||
| Q2 25 | 1.24× | 4.28× | ||
| Q1 25 | 2.07× | 4.80× | ||
| Q4 24 | 0.97× | 2.01× | ||
| Q3 24 | 1.81× | — | ||
| Q2 24 | 37.80× | — | ||
| Q1 24 | 1.36× | 3.71× |
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% |
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
