vs
SEALED AIR CORP（SEE）とHANOVER INSURANCE GROUP, INC.（THG）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
HANOVER INSURANCE GROUP, INC.の直近四半期売上が大きい（$1.7B vs $1.4B、SEALED AIR CORPの約1.2倍）。HANOVER INSURANCE GROUP, INC.の純利益率が高く（11.0% vs 3.1%、差は7.8%）。HANOVER INSURANCE GROUP, INC.の前年同期比売上増加率が高い（6.1% vs 2.6%）。過去8四半期でHANOVER INSURANCE GROUP, INC.の売上複合成長率が高い（5.2% 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。
ハノーバー保険グループは米国マサチューセッツ州ウースターに本社を置く保険会社です。1852年に損害保険会社として設立され、原名で上場を続けていましたが、1990年代初頭にオルメリカ損害保険会社に社名を変更しました。
SEE vs THG — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.4B | $1.7B |
| 純利益 | $43.8M | $186.8M |
| 粗利率 | 28.6% | — |
| 営業利益率 | 11.4% | 11.1% |
| 純利益率 | 3.1% | 11.0% |
| 売上前年比 | 2.6% | 6.1% |
| 純利益前年比 | 700.0% | 45.7% |
| EPS（希薄化後） | $0.30 | — |
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
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.4B | $1.7B | ||
| Q3 25 | $1.3B | $1.7B | ||
| Q2 25 | $1.3B | $1.7B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.4B | $1.6B | ||
| Q3 24 | $1.3B | $1.6B | ||
| Q2 24 | $1.3B | $1.5B |
| Q1 26 | — | $186.8M | ||
| Q4 25 | $43.8M | $198.5M | ||
| Q3 25 | $255.1M | $178.7M | ||
| Q2 25 | $93.1M | $157.1M | ||
| Q1 25 | $113.5M | $128.2M | ||
| Q4 24 | $-7.3M | $167.9M | ||
| Q3 24 | $91.7M | $102.1M | ||
| Q2 24 | $98.3M | $40.5M |
| Q1 26 | — | — | ||
| Q4 25 | 28.6% | — | ||
| Q3 25 | 29.8% | — | ||
| Q2 25 | 30.7% | — | ||
| Q1 25 | 30.9% | — | ||
| Q4 24 | 30.0% | — | ||
| Q3 24 | 30.1% | — | ||
| Q2 24 | 31.2% | — |
| Q1 26 | — | 11.1% | ||
| Q4 25 | 11.4% | 17.3% | ||
| Q3 25 | 13.8% | 14.9% | ||
| Q2 25 | 15.0% | 12.7% | ||
| Q1 25 | 14.5% | 11.6% | ||
| Q4 24 | 11.7% | 16.1% | ||
| Q3 24 | 13.9% | 9.6% | ||
| Q2 24 | 15.4% | 6.2% |
| Q1 26 | — | 11.0% | ||
| Q4 25 | 3.1% | 11.9% | ||
| Q3 25 | 19.0% | 10.7% | ||
| Q2 25 | 7.0% | 9.5% | ||
| Q1 25 | 9.0% | 8.0% | ||
| Q4 24 | -0.5% | 10.6% | ||
| Q3 24 | 6.9% | 6.5% | ||
| Q2 24 | 7.4% | 2.6% |
| Q1 26 | — | — | ||
| Q4 25 | $0.30 | $5.46 | ||
| Q3 25 | $1.73 | $4.90 | ||
| Q2 25 | $0.63 | $4.30 | ||
| Q1 25 | $0.77 | $3.50 | ||
| Q4 24 | $-0.05 | $4.60 | ||
| Q3 24 | $0.63 | $2.80 | ||
| Q2 24 | $0.67 | $1.12 |
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 | $243.5M |
| 総負債低いほど良い | $3.3B | $843.8M |
| 株主資本純資産 | $1.2B | $3.0B |
| 総資産 | $7.0B | $16.5B |
| 負債/資本比率低いほどレバレッジが低い | 2.65× | 0.28× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $243.5M | ||
| Q4 25 | $344.0M | $1.1B | ||
| Q3 25 | $282.5M | $915.7M | ||
| Q2 25 | $354.4M | $244.1M | ||
| Q1 25 | $335.2M | $315.1M | ||
| Q4 24 | $371.8M | $435.5M | ||
| Q3 24 | $386.0M | $427.1M | ||
| Q2 24 | $388.6M | $337.6M |
| Q1 26 | — | $843.8M | ||
| Q4 25 | $3.3B | $843.3M | ||
| Q3 25 | $4.0B | $843.0M | ||
| Q2 25 | $4.0B | $347.8M | ||
| Q1 25 | $4.2B | $722.5M | ||
| Q4 24 | $4.2B | $722.3M | ||
| Q3 24 | $4.3B | — | ||
| Q2 24 | $4.4B | — |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $1.2B | $3.6B | ||
| Q3 25 | $1.2B | $3.4B | ||
| Q2 25 | $953.1M | $3.2B | ||
| Q1 25 | $797.9M | $3.0B | ||
| Q4 24 | $624.5M | $2.8B | ||
| Q3 24 | $771.2M | $2.9B | ||
| Q2 24 | $650.1M | $2.6B |
| Q1 26 | — | $16.5B | ||
| Q4 25 | $7.0B | $16.9B | ||
| Q3 25 | $7.1B | $16.8B | ||
| Q2 25 | $7.2B | $15.7B | ||
| Q1 25 | $7.0B | $15.5B | ||
| Q4 24 | $7.0B | $15.3B | ||
| Q3 24 | $7.3B | $15.4B | ||
| Q2 24 | $7.3B | $14.9B |
| Q1 26 | — | 0.28× | ||
| Q4 25 | 2.65× | 0.24× | ||
| Q3 25 | 3.34× | 0.25× | ||
| Q2 25 | 4.18× | 0.11× | ||
| Q1 25 | 5.26× | 0.24× | ||
| Q4 24 | 6.72× | 0.25× | ||
| Q3 24 | 5.62× | — | ||
| Q2 24 | 6.81× | — |
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 | — |
| フリーキャッシュフロー営業CF - 設備投資 | $257.7M | — |
| FCFマージンFCF / 売上 | 18.5% | — |
| 設備投資強度設備投資 / 売上 | 2.6% | — |
| キャッシュ転換率営業CF / 純利益 | 6.70× | — |
| 直近12ヶ月FCF直近4四半期 | $458.5M | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $293.6M | $378.2M | ||
| Q3 25 | $165.9M | $554.4M | ||
| Q2 25 | $136.6M | $206.6M | ||
| Q1 25 | $31.9M | $38.9M | ||
| Q4 24 | $244.2M | $213.5M | ||
| Q3 24 | $170.5M | $394.7M | ||
| Q2 24 | $188.2M | $139.5M |
| Q1 26 | — | — | ||
| Q4 25 | $257.7M | $377.0M | ||
| Q3 25 | $119.6M | $551.4M | ||
| Q2 25 | $93.2M | $204.9M | ||
| Q1 25 | $-12.0M | $37.1M | ||
| Q4 24 | $185.1M | $210.5M | ||
| Q3 24 | $115.2M | $392.3M | ||
| Q2 24 | $129.5M | $137.3M |
| Q1 26 | — | — | ||
| Q4 25 | 18.5% | 22.6% | ||
| Q3 25 | 8.9% | 33.1% | ||
| Q2 25 | 7.0% | 12.4% | ||
| Q1 25 | -0.9% | 2.3% | ||
| Q4 24 | 13.6% | 13.3% | ||
| Q3 24 | 8.6% | 25.1% | ||
| Q2 24 | 9.7% | 8.9% |
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 0.1% | ||
| Q3 25 | 3.4% | 0.2% | ||
| Q2 25 | 3.3% | 0.1% | ||
| Q1 25 | 3.5% | 0.1% | ||
| Q4 24 | 4.4% | 0.2% | ||
| Q3 24 | 4.1% | 0.2% | ||
| Q2 24 | 4.4% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 6.70× | 1.91× | ||
| Q3 25 | 0.65× | 3.10× | ||
| Q2 25 | 1.47× | 1.32× | ||
| Q1 25 | 0.28× | 0.30× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | 1.86× | 3.87× | ||
| Q2 24 | 1.91× | 3.44× |
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% |
THG
| Premiums earned | $1.6B | 92% |
| Other | $124.6M | 7% |
| Fees and other income | $6.2M | 0% |
