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REGAL REXNORD CORP（RRX）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
J.M. Smucker Company (The)の直近四半期売上が大きい（$2.3B vs $1.5B、REGAL REXNORD CORPの約1.5倍）。J.M. Smucker Company (The)の純利益率が高く（10.4% vs 4.2%、差は6.2%）。REGAL REXNORD CORPの前年同期比売上増加率が高い（4.3% 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 $140.6M）。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 -0.8%）
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。
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。
RRX vs SJM — 直接比較
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.5B | $2.3B |
| 純利益 | $63.4M | $241.3M |
| 粗利率 | 37.5% | 37.3% |
| 営業利益率 | 10.8% | 18.0% |
| 純利益率 | 4.2% | 10.4% |
| 売上前年比 | 4.3% | 2.6% |
| 純利益前年比 | 53.9% | 1084.9% |
| EPS（希薄化後） | $0.95 | $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 | $1.5B | $2.3B | ||
| Q3 25 | $1.5B | $2.1B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.4B | $2.2B | ||
| Q4 24 | $1.5B | $2.3B | ||
| Q3 24 | $1.5B | $2.1B | ||
| Q2 24 | $1.5B | $2.2B | ||
| Q1 24 | $1.5B | $2.2B |
| Q4 25 | $63.4M | $241.3M | ||
| Q3 25 | $79.6M | $-43.9M | ||
| Q2 25 | $79.2M | $-729.0M | ||
| Q1 25 | $57.3M | $-662.3M | ||
| Q4 24 | $41.2M | $-24.5M | ||
| Q3 24 | $72.7M | $185.0M | ||
| Q2 24 | $62.5M | $245.1M | ||
| Q1 24 | $19.8M | $120.4M |
| Q4 25 | 37.5% | 37.3% | ||
| Q3 25 | 37.0% | 22.5% | ||
| Q2 25 | 37.7% | 38.4% | ||
| Q1 25 | 37.2% | 40.2% | ||
| Q4 24 | 34.9% | 39.0% | ||
| Q3 24 | 37.7% | 37.5% | ||
| Q2 24 | 36.9% | 41.4% | ||
| Q1 24 | 35.7% | 36.9% |
| Q4 25 | 10.8% | 18.0% | ||
| Q3 25 | 11.6% | 2.2% | ||
| Q2 25 | 12.2% | -27.9% | ||
| Q1 25 | 11.3% | -27.2% | ||
| Q4 24 | 8.8% | 7.5% | ||
| Q3 24 | 11.8% | 16.4% | ||
| Q2 24 | 12.5% | 18.4% | ||
| Q1 24 | 8.7% | 13.3% |
| Q4 25 | 4.2% | 10.4% | ||
| Q3 25 | 5.3% | -2.1% | ||
| Q2 25 | 5.3% | -34.0% | ||
| Q1 25 | 4.0% | -30.3% | ||
| Q4 24 | 2.8% | -1.1% | ||
| Q3 24 | 4.9% | 8.7% | ||
| Q2 24 | 4.0% | 11.1% | ||
| Q1 24 | 1.3% | 5.4% |
| Q4 25 | $0.95 | $2.26 | ||
| Q3 25 | $1.20 | $-0.41 | ||
| Q2 25 | $1.19 | $-6.86 | ||
| Q1 25 | $0.86 | $-6.22 | ||
| Q4 24 | $0.61 | $-0.23 | ||
| Q3 24 | $1.09 | $1.74 | ||
| Q2 24 | $0.94 | $2.31 | ||
| Q1 24 | $0.30 | $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 | $521.7M | — |
| 総負債低いほど良い | $4.8B | $7.0B |
| 株主資本純資産 | $6.8B | $6.1B |
| 総資産 | $13.9B | $17.6B |
| 負債/資本比率低いほどレバレッジが低い | 0.70× | 1.16× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $521.7M | — | ||
| Q3 25 | $400.0M | — | ||
| Q2 25 | $320.1M | — | ||
| Q1 25 | $305.3M | — | ||
| Q4 24 | $393.5M | — | ||
| Q3 24 | $458.6M | — | ||
| Q2 24 | $510.4M | — | ||
| Q1 24 | $465.3M | — |
| Q4 25 | $4.8B | $7.0B | ||
| Q3 25 | — | $7.0B | ||
| Q2 25 | — | $7.0B | ||
| Q1 25 | — | $7.4B | ||
| Q4 24 | $5.5B | $7.8B | ||
| Q3 24 | $5.7B | $7.8B | ||
| Q2 24 | $5.8B | $7.8B | ||
| Q1 24 | $6.2B | $8.1B |
| Q4 25 | $6.8B | $6.1B | ||
| Q3 25 | $6.8B | $5.9B | ||
| Q2 25 | $6.7B | $6.1B | ||
| Q1 25 | $6.4B | $6.9B | ||
| Q4 24 | $6.3B | $7.6B | ||
| Q3 24 | $6.5B | $7.8B | ||
| Q2 24 | $6.4B | $7.7B | ||
| Q1 24 | $6.3B | $7.6B |
| Q4 25 | $13.9B | $17.6B | ||
| Q3 25 | $13.9B | $17.7B | ||
| Q2 25 | $13.9B | $17.6B | ||
| Q1 25 | $14.0B | $18.4B | ||
| Q4 24 | $14.0B | $20.0B | ||
| Q3 24 | $14.6B | $20.3B | ||
| Q2 24 | $14.6B | $20.3B | ||
| Q1 24 | $15.1B | $20.2B |
| Q4 25 | 0.70× | 1.16× | ||
| Q3 25 | — | 1.19× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 1.07× | ||
| Q4 24 | 0.88× | 1.02× | ||
| Q3 24 | 0.87× | 1.00× | ||
| Q2 24 | 0.91× | 1.01× | ||
| Q1 24 | 1.00× | 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 | $167.8M | $346.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $140.6M | $280.2M |
| FCFマージンFCF / 売上 | 9.2% | 12.0% |
| 設備投資強度設備投資 / 売上 | 1.8% | 2.8% |
| キャッシュ転換率営業CF / 純利益 | 2.65× | 1.44× |
| 直近12ヶ月FCF直近4四半期 | $893.1M | $635.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $167.8M | $346.5M | ||
| Q3 25 | $197.5M | $-10.6M | ||
| Q2 25 | $523.2M | $393.9M | ||
| Q1 25 | $102.3M | $239.4M | ||
| Q4 24 | $213.2M | $404.2M | ||
| Q3 24 | $154.8M | $172.9M | ||
| Q2 24 | $158.3M | $428.1M | ||
| Q1 24 | $83.1M | $406.5M |
| Q4 25 | $140.6M | $280.2M | ||
| Q3 25 | $174.0M | $-94.9M | ||
| Q2 25 | $493.0M | $298.9M | ||
| Q1 25 | $85.5M | $151.3M | ||
| Q4 24 | $183.9M | $317.2M | ||
| Q3 24 | $125.5M | $49.2M | ||
| Q2 24 | $125.9M | $297.5M | ||
| Q1 24 | $64.6M | $249.6M |
| Q4 25 | 9.2% | 12.0% | ||
| Q3 25 | 11.6% | -4.5% | ||
| Q2 25 | 33.0% | 13.9% | ||
| Q1 25 | 6.0% | 6.9% | ||
| Q4 24 | 12.6% | 14.0% | ||
| Q3 24 | 8.5% | 2.3% | ||
| Q2 24 | 8.1% | 13.5% | ||
| Q1 24 | 4.2% | 11.2% |
| Q4 25 | 1.8% | 2.8% | ||
| Q3 25 | 1.6% | 4.0% | ||
| Q2 25 | 2.0% | 4.4% | ||
| Q1 25 | 1.2% | 4.0% | ||
| Q4 24 | 2.0% | 3.8% | ||
| Q3 24 | 2.0% | 5.8% | ||
| Q2 24 | 2.1% | 5.9% | ||
| Q1 24 | 1.2% | 7.0% |
| Q4 25 | 2.65× | 1.44× | ||
| Q3 25 | 2.48× | — | ||
| Q2 25 | 6.61× | — | ||
| Q1 25 | 1.79× | — | ||
| Q4 24 | 5.17× | — | ||
| Q3 24 | 2.13× | 0.93× | ||
| Q2 24 | 2.53× | 1.75× | ||
| Q1 24 | 4.20× | 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
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% |
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% |
