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PENN Entertainment, Inc.（PENN）とWaste Connections, Inc.（WCN）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
Waste Connections, Inc.の直近四半期売上が大きい（$2.4B vs $1.8B、PENN Entertainment, Inc.の約1.3倍）。Waste Connections, Inc.の純利益率が高く（10.9% vs -0.2%、差は11.0%）。PENN Entertainment, Inc.の前年同期比売上増加率が高い（6.4% vs 5.0%）。過去8四半期でWaste Connections, Inc.の売上複合成長率が高い（7.0% vs 3.4%）
Penn Entertainment, Inc.（旧称Penn National Gaming）は米国のエンターテイメント企業で、複合エンターテイメント施設の運営、スポーツコンテンツ提供、カジノ事業を手がけています。全米20州でHollywood Casino、Ameristar、Boomtownなどのブランドの下43施設を運営するほか、カナダのデジタルメディア企業Score Media and Gamingを所有しています。
ウェイストコネクションズ・インクは北米の総合廃棄物サービス企業で、本社を米国テキサス州ウッドランズに置き、米国とカナダで事業を展開しています。主に固体廃棄物の収集、移送、処分、リサイクルサービスを提供し、北米第3位の廃棄物管理企業です。
PENN vs WCN — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.8B | $2.4B |
| 純利益 | $-2.8M | $258.5M |
| 粗利率 | — | 42.5% |
| 営業利益率 | 5.5% | 17.7% |
| 純利益率 | -0.2% | 10.9% |
| 売上前年比 | 6.4% | 5.0% |
| 純利益前年比 | 66.7% | 231.9% |
| EPS（希薄化後） | $-0.02 | $1.01 |
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 | $1.8B | — | ||
| Q4 25 | $1.8B | $2.4B | ||
| Q3 25 | $1.7B | $2.5B | ||
| Q2 25 | $1.8B | $2.4B | ||
| Q1 25 | $1.7B | $2.2B | ||
| Q4 24 | $1.7B | $2.3B | ||
| Q3 24 | $1.6B | $2.3B | ||
| Q2 24 | $1.7B | $2.2B |
| Q1 26 | $-2.8M | — | ||
| Q4 25 | $-72.9M | $258.5M | ||
| Q3 25 | $-864.6M | $286.3M | ||
| Q2 25 | $-17.4M | $290.3M | ||
| Q1 25 | $111.8M | $241.5M | ||
| Q4 24 | $-133.3M | $-196.0M | ||
| Q3 24 | $-36.7M | $308.0M | ||
| Q2 24 | $-26.8M | $275.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | 42.5% | ||
| Q3 25 | — | 42.8% | ||
| Q2 25 | — | 42.1% | ||
| Q1 25 | — | 42.0% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 42.5% | ||
| Q2 24 | — | 42.1% |
| Q1 26 | 5.5% | — | ||
| Q4 25 | -1.0% | 17.7% | ||
| Q3 25 | -45.2% | 17.9% | ||
| Q2 25 | 4.4% | 19.1% | ||
| Q1 25 | 2.6% | 17.5% | ||
| Q4 24 | -2.9% | -8.8% | ||
| Q3 24 | 4.1% | 20.3% | ||
| Q2 24 | 4.5% | 18.9% |
| Q1 26 | -0.2% | — | ||
| Q4 25 | -4.0% | 10.9% | ||
| Q3 25 | -50.3% | 11.6% | ||
| Q2 25 | -1.0% | 12.1% | ||
| Q1 25 | 6.7% | 10.8% | ||
| Q4 24 | -8.0% | -8.7% | ||
| Q3 24 | -2.2% | 13.2% | ||
| Q2 24 | -1.6% | 12.3% |
| Q1 26 | $-0.02 | — | ||
| Q4 25 | $-0.36 | $1.01 | ||
| Q3 25 | $-6.03 | $1.11 | ||
| Q2 25 | $-0.12 | $1.12 | ||
| Q1 25 | $0.68 | $0.93 | ||
| Q4 24 | $-0.87 | $-0.76 | ||
| Q3 24 | $-0.24 | $1.19 | ||
| Q2 24 | $-0.18 | $1.07 |
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 | $708.0M | $46.0M |
| 総負債低いほど良い | — | $8.8B |
| 株主資本純資産 | — | $8.2B |
| 総資産 | — | $21.1B |
| 負債/資本比率低いほどレバレッジが低い | — | 1.07× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $708.0M | — | ||
| Q4 25 | $686.6M | $46.0M | ||
| Q3 25 | $660.1M | $117.6M | ||
| Q2 25 | $671.6M | $110.2M | ||
| Q1 25 | $591.6M | $111.2M | ||
| Q4 24 | $706.6M | $62.4M | ||
| Q3 24 | $834.0M | $115.3M | ||
| Q2 24 | $877.6M | $78.7M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $8.8B | ||
| Q3 25 | $2.9B | $8.6B | ||
| Q2 25 | $2.8B | $8.3B | ||
| Q1 25 | $2.6B | $8.4B | ||
| Q4 24 | $2.8B | $8.1B | ||
| Q3 24 | $2.8B | $8.2B | ||
| Q2 24 | $2.8B | $7.7B |
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $8.2B | ||
| Q3 25 | $2.0B | $8.1B | ||
| Q2 25 | $3.0B | $8.4B | ||
| Q1 25 | $3.0B | $8.0B | ||
| Q4 24 | $2.9B | $7.9B | ||
| Q3 24 | $3.1B | $8.3B | ||
| Q2 24 | $3.1B | $8.0B |
| Q1 26 | — | — | ||
| Q4 25 | $14.3B | $21.1B | ||
| Q3 25 | $14.3B | $20.8B | ||
| Q2 25 | $15.2B | $20.7B | ||
| Q1 25 | $15.1B | $20.3B | ||
| Q4 24 | $15.3B | $19.8B | ||
| Q3 24 | $15.5B | $20.1B | ||
| Q2 24 | $15.5B | $19.3B |
| Q1 26 | — | — | ||
| Q4 25 | 1.58× | 1.07× | ||
| Q3 25 | 1.46× | 1.07× | ||
| Q2 25 | 0.94× | 1.00× | ||
| Q1 25 | 0.89× | 1.05× | ||
| Q4 24 | 0.98× | 1.03× | ||
| Q3 24 | 0.91× | 0.99× | ||
| Q2 24 | 0.91× | 0.96× |
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 | — | $556.9M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $172.6M |
| FCFマージンFCF / 売上 | — | 7.3% |
| 設備投資強度設備投資 / 売上 | 5.3% | 16.2% |
| キャッシュ転換率営業CF / 純利益 | — | 2.15× |
| 直近12ヶ月FCF直近4四半期 | — | $1.2B |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $107.2M | $556.9M | ||
| Q3 25 | $180.9M | $677.4M | ||
| Q2 25 | $178.2M | $638.2M | ||
| Q1 25 | $41.9M | $541.5M | ||
| Q4 24 | $102.9M | $568.9M | ||
| Q3 24 | $174.7M | $558.3M | ||
| Q2 24 | $150.4M | $611.4M |
| Q1 26 | — | — | ||
| Q4 25 | $-83.2M | $172.6M | ||
| Q3 25 | $8.2M | $380.3M | ||
| Q2 25 | $18.8M | $352.9M | ||
| Q1 25 | $-83.3M | $329.1M | ||
| Q4 24 | $-118.1M | $172.2M | ||
| Q3 24 | $42.6M | $286.2M | ||
| Q2 24 | $62.2M | $394.2M |
| Q1 26 | — | — | ||
| Q4 25 | -4.6% | 7.3% | ||
| Q3 25 | 0.5% | 15.5% | ||
| Q2 25 | 1.1% | 14.7% | ||
| Q1 25 | -5.0% | 14.8% | ||
| Q4 24 | -7.1% | 7.6% | ||
| Q3 24 | 2.6% | 12.2% | ||
| Q2 24 | 3.7% | 17.5% |
| Q1 26 | 5.3% | — | ||
| Q4 25 | 10.5% | 16.2% | ||
| Q3 25 | 10.1% | 12.1% | ||
| Q2 25 | 9.0% | 11.9% | ||
| Q1 25 | 7.5% | 9.5% | ||
| Q4 24 | 13.2% | 17.6% | ||
| Q3 24 | 8.1% | 11.6% | ||
| Q2 24 | 5.3% | 9.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.15× | ||
| Q3 25 | — | 2.37× | ||
| Q2 25 | — | 2.20× | ||
| Q1 25 | 0.37× | 2.24× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.81× | ||
| Q2 24 | — | 2.22× |
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
PENN
| Northeast segment (1) | $687.1M | 39% |
| Interactive (5) | $290.1M | 16% |
| South segment (2) | $288.3M | 16% |
| Midwest segment (4) | $282.9M | 16% |
| West segment (3) | $129.7M | 7% |
| Other | $101.0M | 6% |
WCN
| Southern | $552.9M | 23% |
| Central | $450.9M | 19% |
| Landfill | $386.5M | 16% |
| Transfer | $370.6M | 16% |
| Other | $347.9M | 15% |
| Exploration And Production Waste Treatment Recovery And Disposal | $171.1M | 7% |
| Solid Waste Recycling | $51.2M | 2% |
| Intermodal And Other | $42.3M | 2% |
