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Primoris Services Corp（PRIM）とSANMINA CORP（SANM）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
SANMINA CORPの直近四半期売上が大きい（$3.2B vs $1.9B、Primoris Services Corpの約1.7倍）。Primoris Services Corpの純利益率が高く（2.8% vs 1.5%、差は1.2%）。SANMINA CORPの前年同期比売上増加率が高い（59.0% vs 6.7%）。Primoris Services Corpの直近四半期フリーキャッシュフローが多い（$121.1M vs $91.9M）。過去8四半期でSANMINA CORPの売上複合成長率が高い（31.9% vs 14.7%）
Primoris Services Corporationは米国に本社を置く上場の専門建設・インフラ企業で、天然ガスパイプライン、上下水道管路事業を主力としています。2014年にはフォーチュン1000にランクインしており、北米のエネルギー・生活インフラ分野で豊富な実績を有しています。
サンミナコーポレーションは米国カリフォルニア州サンノゼに本社を置く電子製造サービス（EMS）プロバイダーで、通信・コンピュータハードウェア分野のOEM向けにサービスを提供している。約80の製造拠点を持ち、世界最大級のプリント基板・バックプレーンの独立系メーカーの1つで、2022年時点でフォーチュン500の第482位にランクインしている。
PRIM vs SANM — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.9B | $3.2B |
| 純利益 | $51.7M | $49.3M |
| 粗利率 | 9.4% | 7.6% |
| 営業利益率 | 4.2% | 2.3% |
| 純利益率 | 2.8% | 1.5% |
| 売上前年比 | 6.7% | 59.0% |
| 純利益前年比 | -4.2% | -24.2% |
| EPS（希薄化後） | $0.94 | $0.89 |
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 | $1.9B | $3.2B | ||
| Q3 25 | $2.2B | $2.1B | ||
| Q2 25 | $1.9B | $2.0B | ||
| Q1 25 | $1.6B | $2.0B | ||
| Q4 24 | $1.7B | $2.0B | ||
| Q3 24 | $1.6B | $2.0B | ||
| Q2 24 | $1.6B | $1.8B | ||
| Q1 24 | $1.4B | $1.8B |
| Q4 25 | $51.7M | $49.3M | ||
| Q3 25 | $94.6M | $48.1M | ||
| Q2 25 | $84.3M | $68.6M | ||
| Q1 25 | $44.2M | $64.2M | ||
| Q4 24 | $54.0M | $65.0M | ||
| Q3 24 | $58.4M | $61.4M | ||
| Q2 24 | $49.5M | $51.6M | ||
| Q1 24 | $18.9M | $52.5M |
| Q4 25 | 9.4% | 7.6% | ||
| Q3 25 | 10.8% | 9.1% | ||
| Q2 25 | 12.3% | 8.9% | ||
| Q1 25 | 10.4% | 8.9% | ||
| Q4 24 | 10.6% | 8.4% | ||
| Q3 24 | 12.0% | 8.5% | ||
| Q2 24 | 11.9% | 8.3% | ||
| Q1 24 | 9.4% | 8.4% |
| Q4 25 | 4.2% | 2.3% | ||
| Q3 25 | 6.3% | 3.7% | ||
| Q2 25 | 6.7% | 4.7% | ||
| Q1 25 | 4.3% | 4.6% | ||
| Q4 24 | 5.0% | 4.4% | ||
| Q3 24 | 6.0% | 4.4% | ||
| Q2 24 | 5.5% | 4.5% | ||
| Q1 24 | 3.1% | 4.1% |
| Q4 25 | 2.8% | 1.5% | ||
| Q3 25 | 4.3% | 2.3% | ||
| Q2 25 | 4.5% | 3.4% | ||
| Q1 25 | 2.7% | 3.2% | ||
| Q4 24 | 3.1% | 3.2% | ||
| Q3 24 | 3.5% | 3.0% | ||
| Q2 24 | 3.2% | 2.8% | ||
| Q1 24 | 1.3% | 2.9% |
| Q4 25 | $0.94 | $0.89 | ||
| Q3 25 | $1.73 | $0.88 | ||
| Q2 25 | $1.54 | $1.26 | ||
| Q1 25 | $0.81 | $1.16 | ||
| Q4 24 | $0.98 | $1.16 | ||
| Q3 24 | $1.07 | $1.09 | ||
| Q2 24 | $0.91 | $0.91 | ||
| Q1 24 | $0.35 | $0.93 |
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 | $535.5M | $1.4B |
| 総負債低いほど良い | $469.9M | $2.2B |
| 株主資本純資産 | $1.7B | $2.7B |
| 総資産 | $4.4B | $9.8B |
| 負債/資本比率低いほどレバレッジが低い | 0.28× | 0.82× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $535.5M | $1.4B | ||
| Q3 25 | $431.4M | $926.3M | ||
| Q2 25 | $390.3M | $797.9M | ||
| Q1 25 | $351.6M | $647.1M | ||
| Q4 24 | $455.8M | $642.4M | ||
| Q3 24 | $352.7M | $625.9M | ||
| Q2 24 | $207.4M | $657.7M | ||
| Q1 24 | $177.6M | $650.9M |
| Q4 25 | $469.9M | $2.2B | ||
| Q3 25 | $486.0M | $300.5M | ||
| Q2 25 | $603.1M | — | ||
| Q1 25 | $612.0M | — | ||
| Q4 24 | $734.8M | — | ||
| Q3 24 | $903.7M | — | ||
| Q2 24 | $933.0M | — | ||
| Q1 24 | $951.7M | — |
| Q4 25 | $1.7B | $2.7B | ||
| Q3 25 | $1.6B | $2.5B | ||
| Q2 25 | $1.5B | $2.5B | ||
| Q1 25 | $1.4B | $2.4B | ||
| Q4 24 | $1.4B | $2.4B | ||
| Q3 24 | $1.4B | $2.4B | ||
| Q2 24 | $1.3B | $2.3B | ||
| Q1 24 | $1.2B | $2.3B |
| Q4 25 | $4.4B | $9.8B | ||
| Q3 25 | $4.6B | $5.9B | ||
| Q2 25 | $4.5B | $5.2B | ||
| Q1 25 | $4.2B | $5.0B | ||
| Q4 24 | $4.2B | $4.8B | ||
| Q3 24 | $4.2B | $4.8B | ||
| Q2 24 | $4.0B | $4.7B | ||
| Q1 24 | $4.0B | $4.7B |
| Q4 25 | 0.28× | 0.82× | ||
| Q3 25 | 0.30× | 0.12× | ||
| Q2 25 | 0.39× | — | ||
| Q1 25 | 0.42× | — | ||
| Q4 24 | 0.52× | — | ||
| Q3 24 | 0.67× | — | ||
| Q2 24 | 0.72× | — | ||
| Q1 24 | 0.76× | — |
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 | $142.9M | $178.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $121.1M | $91.9M |
| FCFマージンFCF / 売上 | 6.5% | 2.9% |
| 設備投資強度設備投資 / 売上 | 1.2% | 2.7% |
| キャッシュ転換率営業CF / 純利益 | 2.76× | 3.63× |
| 直近12ヶ月FCF直近4四半期 | $340.5M | $518.3M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $142.9M | $178.7M | ||
| Q3 25 | $182.9M | $199.1M | ||
| Q2 25 | $78.5M | $200.8M | ||
| Q1 25 | $66.2M | $156.9M | ||
| Q4 24 | $298.3M | $63.9M | ||
| Q3 24 | $222.5M | $51.9M | ||
| Q2 24 | $16.1M | $90.0M | ||
| Q1 24 | $-28.5M | $72.3M |
| Q4 25 | $121.1M | $91.9M | ||
| Q3 25 | $148.4M | $136.6M | ||
| Q2 25 | $45.3M | $163.7M | ||
| Q1 25 | $25.6M | $126.1M | ||
| Q4 24 | $270.0M | $46.9M | ||
| Q3 24 | $158.8M | $27.2M | ||
| Q2 24 | $-8.1M | $67.2M | ||
| Q1 24 | $-38.9M | $42.7M |
| Q4 25 | 6.5% | 2.9% | ||
| Q3 25 | 6.8% | 6.5% | ||
| Q2 25 | 2.4% | 8.0% | ||
| Q1 25 | 1.6% | 6.4% | ||
| Q4 24 | 15.5% | 2.3% | ||
| Q3 24 | 9.6% | 1.4% | ||
| Q2 24 | -0.5% | 3.7% | ||
| Q1 24 | -2.8% | 2.3% |
| Q4 25 | 1.2% | 2.7% | ||
| Q3 25 | 1.6% | 3.0% | ||
| Q2 25 | 1.8% | 1.8% | ||
| Q1 25 | 2.5% | 1.5% | ||
| Q4 24 | 1.6% | 0.9% | ||
| Q3 24 | 3.9% | 1.2% | ||
| Q2 24 | 1.5% | 1.2% | ||
| Q1 24 | 0.7% | 1.6% |
| Q4 25 | 2.76× | 3.63× | ||
| Q3 25 | 1.93× | 4.14× | ||
| Q2 25 | 0.93× | 2.93× | ||
| Q1 25 | 1.50× | 2.44× | ||
| Q4 24 | 5.53× | 0.98× | ||
| Q3 24 | 3.81× | 0.85× | ||
| Q2 24 | 0.32× | 1.74× | ||
| Q1 24 | -1.50× | 1.38× |
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
PRIM
| Energy Segment | $1.2B | 64% |
| Unit Price Contracts | $473.7M | 25% |
| Cost Reimbursable Contracts | $121.3M | 7% |
| Other | $74.9M | 4% |
SANM
| Industrial And Energy Medical Defense And Aerospace And Automotive And Transportation | $1.2B | 38% |
| ZT Systems | $1.1B | 34% |
| Other Segments CPS | $434.3M | 14% |
| CPS Third Party Revenue | $412.7M | 13% |
| Change In Accounting Method Accounted For As Change In Estimate | $2.7M | 0% |
