vs
SEALED AIR CORP（SEE）とSTERLING INFRASTRUCTURE, INC.（STRL）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
SEALED AIR CORPの直近四半期売上が大きい（$1.4B vs $755.6M、STERLING INFRASTRUCTURE, INC.の約1.8倍）。STERLING INFRASTRUCTURE, INC.の純利益率が高く（11.6% vs 3.1%、差は8.4%）。STERLING INFRASTRUCTURE, INC.の前年同期比売上増加率が高い（51.5% vs 2.6%）。SEALED AIR CORPの直近四半期フリーキャッシュフローが多い（$257.7M vs $159.7M）。過去8四半期でSTERLING INFRASTRUCTURE, INC.の売上複合成長率が高い（31.0% vs 2.7%）
シールドエア社は、革新的な包装・保護ソリューションを提供するグローバル企業です。緩衝材、食品の安全性と鮮度保持を実現する包装、廃棄物削減に貢献する持続可能な包装システムを中核に、小売、Eコマース、食品飲料、工業製造などの分野にサービスを展開しています。
本社がインドのマハーラーシュトラ州ムンバイにある多国籍EPC（設計・調達・建設）企業で、再生可能エネルギー、データセンター、ディーゼル発電、MEP（機械・電気・配管）サービスなど多分野に事業を展開しています。30カ国以上でプロジェクト実績があり、実行チームはアジア、中東、アフリカ、欧州、オーストラリアに配置されています。
SEE vs STRL — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.4B | $755.6M |
| 純利益 | $43.8M | $87.6M |
| 粗利率 | 28.6% | 21.7% |
| 営業利益率 | 11.4% | 15.9% |
| 純利益率 | 3.1% | 11.6% |
| 売上前年比 | 2.6% | 51.5% |
| 純利益前年比 | 700.0% | -22.6% |
| EPS（希薄化後） | $0.30 | $2.82 |
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 | $1.4B | $755.6M | ||
| Q3 25 | $1.3B | $689.0M | ||
| Q2 25 | $1.3B | $614.5M | ||
| Q1 25 | $1.3B | $430.9M | ||
| Q4 24 | $1.4B | $498.8M | ||
| Q3 24 | $1.3B | $593.7M | ||
| Q2 24 | $1.3B | $582.8M | ||
| Q1 24 | $1.3B | $440.4M |
| Q4 25 | $43.8M | $87.6M | ||
| Q3 25 | $255.1M | $92.1M | ||
| Q2 25 | $93.1M | $71.0M | ||
| Q1 25 | $113.5M | $39.5M | ||
| Q4 24 | $-7.3M | $113.2M | ||
| Q3 24 | $91.7M | $61.3M | ||
| Q2 24 | $98.3M | $51.9M | ||
| Q1 24 | $82.0M | $31.0M |
| Q4 25 | 28.6% | 21.7% | ||
| Q3 25 | 29.8% | 24.7% | ||
| Q2 25 | 30.7% | 23.3% | ||
| Q1 25 | 30.9% | 22.0% | ||
| Q4 24 | 30.0% | 21.4% | ||
| Q3 24 | 30.1% | 21.9% | ||
| Q2 24 | 31.2% | 19.3% | ||
| Q1 24 | 30.3% | 17.5% |
| Q4 25 | 11.4% | 15.9% | ||
| Q3 25 | 13.8% | 18.2% | ||
| Q2 25 | 15.0% | 17.0% | ||
| Q1 25 | 14.5% | 13.0% | ||
| Q4 24 | 11.7% | 12.5% | ||
| Q3 24 | 13.9% | 14.7% | ||
| Q2 24 | 15.4% | 12.5% | ||
| Q1 24 | 14.0% | 9.6% |
| Q4 25 | 3.1% | 11.6% | ||
| Q3 25 | 19.0% | 13.4% | ||
| Q2 25 | 7.0% | 11.6% | ||
| Q1 25 | 9.0% | 9.2% | ||
| Q4 24 | -0.5% | 22.7% | ||
| Q3 24 | 6.9% | 10.3% | ||
| Q2 24 | 7.4% | 8.9% | ||
| Q1 24 | 6.2% | 7.1% |
| Q4 25 | $0.30 | $2.82 | ||
| Q3 25 | $1.73 | $2.97 | ||
| Q2 25 | $0.63 | $2.31 | ||
| Q1 25 | $0.77 | $1.28 | ||
| Q4 24 | $-0.05 | $3.63 | ||
| Q3 24 | $0.63 | $1.97 | ||
| Q2 24 | $0.67 | $1.67 | ||
| Q1 24 | $0.56 | $1.00 |
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 | $344.0M | $390.7M |
| 総負債低いほど良い | $3.3B | — |
| 株主資本純資産 | $1.2B | $1.1B |
| 総資産 | $7.0B | $2.6B |
| 負債/資本比率低いほどレバレッジが低い | 2.65× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $344.0M | $390.7M | ||
| Q3 25 | $282.5M | $306.4M | ||
| Q2 25 | $354.4M | $699.4M | ||
| Q1 25 | $335.2M | $638.6M | ||
| Q4 24 | $371.8M | $664.2M | ||
| Q3 24 | $386.0M | $648.1M | ||
| Q2 24 | $388.6M | $540.0M | ||
| Q1 24 | $352.8M | $480.4M |
| Q4 25 | $3.3B | — | ||
| Q3 25 | $4.0B | — | ||
| Q2 25 | $4.0B | — | ||
| Q1 25 | $4.2B | — | ||
| Q4 24 | $4.2B | — | ||
| Q3 24 | $4.3B | — | ||
| Q2 24 | $4.4B | — | ||
| Q1 24 | $4.5B | — |
| Q4 25 | $1.2B | $1.1B | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $953.1M | $881.7M | ||
| Q1 25 | $797.9M | $805.4M | ||
| Q4 24 | $624.5M | $808.1M | ||
| Q3 24 | $771.2M | $716.5M | ||
| Q2 24 | $650.1M | $670.7M | ||
| Q1 24 | $598.3M | $644.6M |
| Q4 25 | $7.0B | $2.6B | ||
| Q3 25 | $7.1B | $2.6B | ||
| Q2 25 | $7.2B | $2.2B | ||
| Q1 25 | $7.0B | $2.0B | ||
| Q4 24 | $7.0B | $2.0B | ||
| Q3 24 | $7.3B | $2.0B | ||
| Q2 24 | $7.3B | $2.0B | ||
| Q1 24 | $7.2B | $1.8B |
| Q4 25 | 2.65× | — | ||
| Q3 25 | 3.34× | — | ||
| Q2 25 | 4.18× | — | ||
| Q1 25 | 5.26× | — | ||
| Q4 24 | 6.72× | — | ||
| Q3 24 | 5.62× | — | ||
| Q2 24 | 6.81× | — | ||
| Q1 24 | 7.49× | — |
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 | $293.6M | $186.1M |
| フリーキャッシュフロー営業CF - 設備投資 | $257.7M | $159.7M |
| FCFマージンFCF / 売上 | 18.5% | 21.1% |
| 設備投資強度設備投資 / 売上 | 2.6% | 3.5% |
| キャッシュ転換率営業CF / 純利益 | 6.70× | 2.12× |
| 直近12ヶ月FCF直近4四半期 | $458.5M | $362.7M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $293.6M | $186.1M | ||
| Q3 25 | $165.9M | $83.6M | ||
| Q2 25 | $136.6M | $85.4M | ||
| Q1 25 | $31.9M | $84.9M | ||
| Q4 24 | $244.2M | $174.3M | ||
| Q3 24 | $170.5M | $152.3M | ||
| Q2 24 | $188.2M | $121.0M | ||
| Q1 24 | $125.1M | $49.6M |
| Q4 25 | $257.7M | $159.7M | ||
| Q3 25 | $119.6M | $64.0M | ||
| Q2 25 | $93.2M | $72.1M | ||
| Q1 25 | $-12.0M | $67.0M | ||
| Q4 24 | $185.1M | $158.6M | ||
| Q3 24 | $115.2M | $138.3M | ||
| Q2 24 | $129.5M | $92.1M | ||
| Q1 24 | $78.0M | $27.2M |
| Q4 25 | 18.5% | 21.1% | ||
| Q3 25 | 8.9% | 9.3% | ||
| Q2 25 | 7.0% | 11.7% | ||
| Q1 25 | -0.9% | 15.5% | ||
| Q4 24 | 13.6% | 31.8% | ||
| Q3 24 | 8.6% | 23.3% | ||
| Q2 24 | 9.7% | 15.8% | ||
| Q1 24 | 5.9% | 6.2% |
| Q4 25 | 2.6% | 3.5% | ||
| Q3 25 | 3.4% | 2.9% | ||
| Q2 25 | 3.3% | 2.2% | ||
| Q1 25 | 3.5% | 4.2% | ||
| Q4 24 | 4.4% | 3.1% | ||
| Q3 24 | 4.1% | 2.4% | ||
| Q2 24 | 4.4% | 5.0% | ||
| Q1 24 | 3.6% | 5.1% |
| Q4 25 | 6.70× | 2.12× | ||
| Q3 25 | 0.65× | 0.91× | ||
| Q2 25 | 1.47× | 1.20× | ||
| Q1 25 | 0.28× | 2.15× | ||
| Q4 24 | — | 1.54× | ||
| Q3 24 | 1.86× | 2.48× | ||
| Q2 24 | 1.91× | 2.33× | ||
| Q1 24 | 1.53× | 1.60× |
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
SEE
| Protective Segment | $1.1B | 78% |
| Other | $292.0M | 21% |
| Pension Plans Defined Benefit | $7.9M | 1% |
STRL
| Lump Sum | $464.9M | 62% |
| Heavy Highway | $99.6M | 13% |
| Residential Construction | $70.4M | 9% |
| Road And Highway Builders LLC | $52.4M | 7% |
| Other Revenue | $36.6M | 5% |
| Aviation | $16.6M | 2% |
| Commercial | $11.4M | 2% |
| Related Party | $600.0K | 0% |
