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RESIDEO TECHNOLOGIES, INC.（REZI）とREGAL REXNORD CORP（RRX）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
RESIDEO TECHNOLOGIES, INC.の直近四半期売上が大きい（$1.9B vs $1.5B、REGAL REXNORD CORPの約1.2倍）。RESIDEO TECHNOLOGIES, INC.の純利益率が高く（7.2% vs 4.2%、差は3.0%）。REGAL REXNORD CORPの前年同期比売上増加率が高い（4.3% vs 2.0%）。RESIDEO TECHNOLOGIES, INC.の直近四半期フリーキャッシュフローが多い（$262.0M vs $140.6M）。過去8四半期でRESIDEO TECHNOLOGIES, INC.の売上複合成長率が高い（12.9% vs -0.8%）
Resideo Technologies, Inc.は2018年にハネウェルからスピンオフして設立された米国の多国籍企業です。主に米国及び世界各国の住宅向けに室温・空気質・湿度制御システムやセキュリティシステムを提供し、製品と流通の2事業セグメントのもと、温度・照明制御、セキュリティ、水空気監視等のスマートホーム製品・ソフトウェアの製造・販売を行っています。
Regal Rexnord Corporation（証券コード：RRX）はウィスコンシン州ミルウォーキーに本社を置く電動モーターおよび動力伝達部品のメーカーです。米国、カナダ、メキシコ、欧州、アジア各地に製造・販売・サービス拠点を構え、従業員数は約2万9千人です。
REZI vs RRX — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.9B | $1.5B |
| 純利益 | $136.0M | $63.4M |
| 粗利率 | 29.6% | 37.5% |
| 営業利益率 | 7.4% | 10.8% |
| 純利益率 | 7.2% | 4.2% |
| 売上前年比 | 2.0% | 4.3% |
| 純利益前年比 | 491.3% | 53.9% |
| EPS（希薄化後） | $0.99 | $0.95 |
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 | $1.5B | ||
| Q3 25 | $1.9B | $1.5B | ||
| Q2 25 | $1.9B | $1.5B | ||
| Q1 25 | $1.8B | $1.4B | ||
| Q4 24 | $1.9B | $1.5B | ||
| Q3 24 | $1.8B | $1.5B | ||
| Q2 24 | $1.6B | $1.5B | ||
| Q1 24 | $1.5B | $1.5B |
| Q4 25 | $136.0M | $63.4M | ||
| Q3 25 | $156.0M | $79.6M | ||
| Q2 25 | $-825.0M | $79.2M | ||
| Q1 25 | $6.0M | $57.3M | ||
| Q4 24 | $23.0M | $41.2M | ||
| Q3 24 | $20.0M | $72.7M | ||
| Q2 24 | $30.0M | $62.5M | ||
| Q1 24 | $43.0M | $19.8M |
| Q4 25 | 29.6% | 37.5% | ||
| Q3 25 | 29.8% | 37.0% | ||
| Q2 25 | 29.3% | 37.7% | ||
| Q1 25 | 28.9% | 37.2% | ||
| Q4 24 | 28.5% | 34.9% | ||
| Q3 24 | 28.7% | 37.7% | ||
| Q2 24 | 28.1% | 36.9% | ||
| Q1 24 | 26.9% | 35.7% |
| Q4 25 | 7.4% | 10.8% | ||
| Q3 25 | 8.3% | 11.6% | ||
| Q2 25 | 9.1% | 12.2% | ||
| Q1 25 | 7.7% | 11.3% | ||
| Q4 24 | 7.8% | 8.8% | ||
| Q3 24 | 6.9% | 11.8% | ||
| Q2 24 | 7.7% | 12.5% | ||
| Q1 24 | 8.6% | 8.7% |
| Q4 25 | 7.2% | 4.2% | ||
| Q3 25 | 8.4% | 5.3% | ||
| Q2 25 | -42.5% | 5.3% | ||
| Q1 25 | 0.3% | 4.0% | ||
| Q4 24 | 1.2% | 2.8% | ||
| Q3 24 | 1.1% | 4.9% | ||
| Q2 24 | 1.9% | 4.0% | ||
| Q1 24 | 2.9% | 1.3% |
| Q4 25 | $0.99 | $0.95 | ||
| Q3 25 | $0.85 | $1.20 | ||
| Q2 25 | $-5.59 | $1.19 | ||
| Q1 25 | $-0.02 | $0.86 | ||
| Q4 24 | $0.06 | $0.61 | ||
| Q3 24 | $0.07 | $1.09 | ||
| Q2 24 | $0.19 | $0.94 | ||
| Q1 24 | $0.29 | $0.30 |
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 | $661.0M | $521.7M |
| 総負債低いほど良い | $3.2B | $4.8B |
| 株主資本純資産 | $2.9B | $6.8B |
| 総資産 | $8.4B | $13.9B |
| 負債/資本比率低いほどレバレッジが低い | 1.11× | 0.70× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $661.0M | $521.7M | ||
| Q3 25 | $345.0M | $400.0M | ||
| Q2 25 | $753.0M | $320.1M | ||
| Q1 25 | $577.0M | $305.3M | ||
| Q4 24 | $692.0M | $393.5M | ||
| Q3 24 | $531.0M | $458.6M | ||
| Q2 24 | $413.0M | $510.4M | ||
| Q1 24 | $603.0M | $465.3M |
| Q4 25 | $3.2B | $4.8B | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | $5.5B | ||
| Q3 24 | $2.0B | $5.7B | ||
| Q2 24 | $2.0B | $5.8B | ||
| Q1 24 | $1.4B | $6.2B |
| Q4 25 | $2.9B | $6.8B | ||
| Q3 25 | $2.8B | $6.8B | ||
| Q2 25 | $2.6B | $6.7B | ||
| Q1 25 | $3.3B | $6.4B | ||
| Q4 24 | $3.3B | $6.3B | ||
| Q3 24 | $3.4B | $6.5B | ||
| Q2 24 | $3.3B | $6.4B | ||
| Q1 24 | $2.8B | $6.3B |
| Q4 25 | $8.4B | $13.9B | ||
| Q3 25 | $8.2B | $13.9B | ||
| Q2 25 | $8.5B | $13.9B | ||
| Q1 25 | $8.1B | $14.0B | ||
| Q4 24 | $8.2B | $14.0B | ||
| Q3 24 | $8.1B | $14.6B | ||
| Q2 24 | $8.0B | $14.6B | ||
| Q1 24 | $6.5B | $15.1B |
| Q4 25 | 1.11× | 0.70× | ||
| Q3 25 | 1.17× | — | ||
| Q2 25 | 0.77× | — | ||
| Q1 25 | 0.60× | — | ||
| Q4 24 | 0.61× | 0.88× | ||
| Q3 24 | 0.60× | 0.87× | ||
| Q2 24 | 0.61× | 0.91× | ||
| Q1 24 | 0.51× | 1.00× |
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 | $299.0M | $167.8M |
| フリーキャッシュフロー営業CF - 設備投資 | $262.0M | $140.6M |
| FCFマージンFCF / 売上 | 13.8% | 9.2% |
| 設備投資強度設備投資 / 売上 | 2.0% | 1.8% |
| キャッシュ転換率営業CF / 純利益 | 2.20× | 2.65× |
| 直近12ヶ月FCF直近4四半期 | $-1.3B | $893.1M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $299.0M | $167.8M | ||
| Q3 25 | $-1.6B | $197.5M | ||
| Q2 25 | $200.0M | $523.2M | ||
| Q1 25 | $-65.0M | $102.3M | ||
| Q4 24 | $203.0M | $213.2M | ||
| Q3 24 | $147.0M | $154.8M | ||
| Q2 24 | $92.0M | $158.3M | ||
| Q1 24 | $2.0M | $83.1M |
| Q4 25 | $262.0M | $140.6M | ||
| Q3 25 | $-1.6B | $174.0M | ||
| Q2 25 | $180.0M | $493.0M | ||
| Q1 25 | $-96.0M | $85.5M | ||
| Q4 24 | $181.0M | $183.9M | ||
| Q3 24 | $125.0M | $125.5M | ||
| Q2 24 | $77.0M | $125.9M | ||
| Q1 24 | $-19.0M | $64.6M |
| Q4 25 | 13.8% | 9.2% | ||
| Q3 25 | -85.8% | 11.6% | ||
| Q2 25 | 9.3% | 33.0% | ||
| Q1 25 | -5.4% | 6.0% | ||
| Q4 24 | 9.7% | 12.6% | ||
| Q3 24 | 6.8% | 8.5% | ||
| Q2 24 | 4.8% | 8.1% | ||
| Q1 24 | -1.3% | 4.2% |
| Q4 25 | 2.0% | 1.8% | ||
| Q3 25 | 1.5% | 1.6% | ||
| Q2 25 | 1.0% | 2.0% | ||
| Q1 25 | 1.8% | 1.2% | ||
| Q4 24 | 1.2% | 2.0% | ||
| Q3 24 | 1.2% | 2.0% | ||
| Q2 24 | 0.9% | 2.1% | ||
| Q1 24 | 1.4% | 1.2% |
| Q4 25 | 2.20× | 2.65× | ||
| Q3 25 | -10.07× | 2.48× | ||
| Q2 25 | — | 6.61× | ||
| Q1 25 | -10.83× | 1.79× | ||
| Q4 24 | 8.83× | 5.17× | ||
| Q3 24 | 7.35× | 2.13× | ||
| Q2 24 | 3.07× | 2.53× | ||
| Q1 24 | 0.05× | 4.20× |
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
REZI
| ADI Global Distribution Segment | $1.2B | 62% |
| Safety And Security | $257.0M | 14% |
| Air | $211.0M | 11% |
| Energy Service | $153.0M | 8% |
| Public Utilities Inventory Water | $91.0M | 5% |
RRX
| Other | $470.6M | 31% |
| Industrial Powertrain Solutions Segment | $441.8M | 29% |
| Automation And Motion Control Segment | $327.7M | 22% |
| Power Efficiency Solutions Segment | $283.2M | 19% |
