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PPL Corporation（PPL）とJ.M. Smucker Company (The)（SJM）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
PPL Corporationの直近四半期売上が大きい（$2.3B vs $2.3B、J.M. Smucker Company (The)の約1.0倍）。PPL Corporationの純利益率が高く（11.3% vs 10.4%、差は1.0%）。PPL Corporationの前年同期比売上増加率が高い（7.2% vs 2.6%）。J.M. Smucker Company (The)の直近四半期フリーキャッシュフローが多い（$280.2M vs $-614.0M）。過去8四半期でJ.M. Smucker Company (The)の売上複合成長率が高い（2.2% vs 1.0%）
PPLコーポレーションは米国ペンシルベニア州に本社を置くエネルギー公益持株会社で、同州およびケンタッキー州、ロードアイランド州の約350万の顧客に電力と天然ガスを供給しています。送電網近代化、クリーンエネルギー移行、信頼性の高い持続可能なエネルギーサービスの提供を重点事業としています。
J.M.スマッカー社はアメリカの食品・飲料メーカーで、本社はオハイオ州オービルに所在します。1897年にアップルバター製造業として創業し、現在は一般食品、ペットフード、コーヒーの3事業を主力に展開し、主力ブランド「Smucker's」はジャム、ピーナッツバター、シロップなどを販売しています。
PPL vs SJM — 直接比較
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $2.3B | $2.3B |
| 純利益 | $266.0M | $241.3M |
| 粗利率 | — | 37.3% |
| 営業利益率 | 20.3% | 18.0% |
| 純利益率 | 11.3% | 10.4% |
| 売上前年比 | 7.2% | 2.6% |
| 純利益前年比 | 50.3% | 1084.9% |
| EPS（希薄化後） | $0.35 | $2.26 |
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 | $2.3B | $2.3B | ||
| Q3 25 | $2.2B | $2.1B | ||
| Q2 25 | $2.0B | $2.1B | ||
| Q1 25 | $2.5B | $2.2B | ||
| Q4 24 | $2.2B | $2.3B | ||
| Q3 24 | $2.1B | $2.1B | ||
| Q2 24 | $1.9B | $2.2B | ||
| Q1 24 | $2.3B | $2.2B |
| Q4 25 | $266.0M | $241.3M | ||
| Q3 25 | $318.0M | $-43.9M | ||
| Q2 25 | $183.0M | $-729.0M | ||
| Q1 25 | $414.0M | $-662.3M | ||
| Q4 24 | $177.0M | $-24.5M | ||
| Q3 24 | $214.0M | $185.0M | ||
| Q2 24 | $190.0M | $245.1M | ||
| Q1 24 | $307.0M | $120.4M |
| Q4 25 | — | 37.3% | ||
| Q3 25 | — | 22.5% | ||
| Q2 25 | — | 38.4% | ||
| Q1 25 | — | 40.2% | ||
| Q4 24 | — | 39.0% | ||
| Q3 24 | — | 37.5% | ||
| Q2 24 | — | 41.4% | ||
| Q1 24 | — | 36.9% |
| Q4 25 | 20.3% | 18.0% | ||
| Q3 25 | 25.4% | 2.2% | ||
| Q2 25 | 19.9% | -27.9% | ||
| Q1 25 | 26.6% | -27.2% | ||
| Q4 24 | 17.2% | 7.5% | ||
| Q3 24 | 20.6% | 16.4% | ||
| Q2 24 | 20.8% | 18.4% | ||
| Q1 24 | 23.7% | 13.3% |
| Q4 25 | 11.3% | 10.4% | ||
| Q3 25 | 14.2% | -2.1% | ||
| Q2 25 | 9.0% | -34.0% | ||
| Q1 25 | 16.3% | -30.3% | ||
| Q4 24 | 8.1% | -1.1% | ||
| Q3 24 | 10.3% | 8.7% | ||
| Q2 24 | 10.1% | 11.1% | ||
| Q1 24 | 13.3% | 5.4% |
| Q4 25 | $0.35 | $2.26 | ||
| Q3 25 | $0.43 | $-0.41 | ||
| Q2 25 | $0.25 | $-6.86 | ||
| Q1 25 | $0.56 | $-6.22 | ||
| Q4 24 | $0.23 | $-0.23 | ||
| Q3 24 | $0.29 | $1.74 | ||
| Q2 24 | $0.26 | $2.31 | ||
| Q1 24 | $0.42 | $1.13 |
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 | $1.1B | — |
| 総負債低いほど良い | $18.9B | $7.0B |
| 株主資本純資産 | $14.9B | $6.1B |
| 総資産 | $45.2B | $17.6B |
| 負債/資本比率低いほどレバレッジが低い | 1.27× | 1.16× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $294.0M | — | ||
| Q1 25 | $312.0M | — | ||
| Q4 24 | $306.0M | — | ||
| Q3 24 | $542.0M | — | ||
| Q2 24 | $282.0M | — | ||
| Q1 24 | $276.0M | — |
| Q4 25 | $18.9B | $7.0B | ||
| Q3 25 | — | $7.0B | ||
| Q2 25 | — | $7.0B | ||
| Q1 25 | — | $7.4B | ||
| Q4 24 | $16.5B | $7.8B | ||
| Q3 24 | — | $7.8B | ||
| Q2 24 | — | $7.8B | ||
| Q1 24 | — | $8.1B |
| Q4 25 | $14.9B | $6.1B | ||
| Q3 25 | $14.4B | $5.9B | ||
| Q2 25 | $14.3B | $6.1B | ||
| Q1 25 | $14.3B | $6.9B | ||
| Q4 24 | $14.1B | $7.6B | ||
| Q3 24 | $14.1B | $7.8B | ||
| Q2 24 | $14.1B | $7.7B | ||
| Q1 24 | $14.1B | $7.6B |
| Q4 25 | $45.2B | $17.6B | ||
| Q3 25 | $43.9B | $17.7B | ||
| Q2 25 | $42.4B | $17.6B | ||
| Q1 25 | $41.8B | $18.4B | ||
| Q4 24 | $41.1B | $20.0B | ||
| Q3 24 | $40.5B | $20.3B | ||
| Q2 24 | $39.8B | $20.3B | ||
| Q1 24 | $39.6B | $20.2B |
| Q4 25 | 1.27× | 1.16× | ||
| Q3 25 | — | 1.19× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 1.07× | ||
| Q4 24 | 1.17× | 1.02× | ||
| Q3 24 | — | 1.00× | ||
| Q2 24 | — | 1.01× | ||
| Q1 24 | — | 1.07× |
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 | $548.0M | $346.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $-614.0M | $280.2M |
| FCFマージンFCF / 売上 | -26.1% | 12.0% |
| 設備投資強度設備投資 / 売上 | 49.5% | 2.8% |
| キャッシュ転換率営業CF / 純利益 | 2.06× | 1.44× |
| 直近12ヶ月FCF直近4四半期 | $-1.4B | $635.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $548.0M | $346.5M | ||
| Q3 25 | $966.0M | $-10.6M | ||
| Q2 25 | $602.0M | $393.9M | ||
| Q1 25 | $513.0M | $239.4M | ||
| Q4 24 | $511.0M | $404.2M | ||
| Q3 24 | $781.0M | $172.9M | ||
| Q2 24 | $766.0M | $428.1M | ||
| Q1 24 | $282.0M | $406.5M |
| Q4 25 | $-614.0M | $280.2M | ||
| Q3 25 | $-179.0M | $-94.9M | ||
| Q2 25 | $-328.0M | $298.9M | ||
| Q1 25 | $-280.0M | $151.3M | ||
| Q4 24 | $-349.0M | $317.2M | ||
| Q3 24 | $102.0M | $49.2M | ||
| Q2 24 | $96.0M | $297.5M | ||
| Q1 24 | $-314.0M | $249.6M |
| Q4 25 | -26.1% | 12.0% | ||
| Q3 25 | -8.0% | -4.5% | ||
| Q2 25 | -16.1% | 13.9% | ||
| Q1 25 | -11.0% | 6.9% | ||
| Q4 24 | -15.9% | 14.0% | ||
| Q3 24 | 4.9% | 2.3% | ||
| Q2 24 | 5.1% | 13.5% | ||
| Q1 24 | -13.6% | 11.2% |
| Q4 25 | 49.5% | 2.8% | ||
| Q3 25 | 51.2% | 4.0% | ||
| Q2 25 | 45.6% | 4.4% | ||
| Q1 25 | 31.2% | 4.0% | ||
| Q4 24 | 39.3% | 3.8% | ||
| Q3 24 | 32.7% | 5.8% | ||
| Q2 24 | 35.8% | 5.9% | ||
| Q1 24 | 25.9% | 7.0% |
| Q4 25 | 2.06× | 1.44× | ||
| Q3 25 | 3.04× | — | ||
| Q2 25 | 3.29× | — | ||
| Q1 25 | 1.24× | — | ||
| Q4 24 | 2.89× | — | ||
| Q3 24 | 3.65× | 0.93× | ||
| Q2 24 | 4.03× | 1.75× | ||
| Q1 24 | 0.92× | 3.38× |
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
PPL
| Rhode Island Regulated | $539.0M | 23% |
| Other | $532.0M | 23% |
| Residential | $451.0M | 19% |
| Nonrelated Party | $425.0M | 18% |
| Transmission | $228.0M | 10% |
| Commercial | $117.0M | 5% |
| Wholesale Other | $23.0M | 1% |
| Industrial | $14.0M | 1% |
| Related Party | $13.0M | 1% |
| Wholesale Municipal | $6.0M | 0% |
SJM
| U.S.Retail Frozen Handheld And Spreads | $461.1M | 20% |
| U.S.Retail Pet Foods | $413.2M | 18% |
| Handheld Frozen Sandwiches | $262.9M | 11% |
| Sweet Baked Snacks | $256.1M | 11% |
| Pet Snacks | $232.0M | 10% |
| Cat Food | $197.2M | 8% |
| Peanut Butter | $187.1M | 8% |
| CA | $94.5M | 4% |
| Fruit Spreads | $92.2M | 4% |
| Other | $50.5M | 2% |
| Portion Control | $50.1M | 2% |
| All Other International | $33.2M | 1% |
