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SEALED AIR CORP（SEE）とUNITED THERAPEUTICS Corp（UTHR）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 $790.2M、UNITED THERAPEUTICS Corpの約1.8倍）。UNITED THERAPEUTICS Corpの純利益率が高く（46.1% vs 3.1%、差は43.0%）。UNITED THERAPEUTICS Corpの前年同期比売上増加率が高い（7.4% 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 $173.3M）。過去8四半期でUNITED THERAPEUTICS Corpの売上複合成長率が高い（8.0% 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。
ユナイテッド・セラピューティクスは米国のバイオテクノロジー企業で、異種移植を含む臓器移植関連の医薬品や技術を開発しています。主力製品の多くは肺疾患治療や臓器製造分野向けで、メリーランド州とノースカロライナ州に2つの本社を置き、米国各地やカナダにも拠点を構えています。
SEE vs UTHR — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.4B | $790.2M |
| 純利益 | $43.8M | $364.3M |
| 粗利率 | 28.6% | 86.9% |
| 営業利益率 | 11.4% | 45.1% |
| 純利益率 | 3.1% | 46.1% |
| 売上前年比 | 2.6% | 7.4% |
| 純利益前年比 | 700.0% | 20.9% |
| EPS（希薄化後） | $0.30 | $7.66 |
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 | $790.2M | ||
| Q3 25 | $1.3B | $799.5M | ||
| Q2 25 | $1.3B | $798.6M | ||
| Q1 25 | $1.3B | $794.4M | ||
| Q4 24 | $1.4B | $735.9M | ||
| Q3 24 | $1.3B | $748.9M | ||
| Q2 24 | $1.3B | $714.9M | ||
| Q1 24 | $1.3B | $677.7M |
| Q4 25 | $43.8M | $364.3M | ||
| Q3 25 | $255.1M | $338.7M | ||
| Q2 25 | $93.1M | $309.5M | ||
| Q1 25 | $113.5M | $322.2M | ||
| Q4 24 | $-7.3M | $301.3M | ||
| Q3 24 | $91.7M | $309.1M | ||
| Q2 24 | $98.3M | $278.1M | ||
| Q1 24 | $82.0M | $306.6M |
| Q4 25 | 28.6% | 86.9% | ||
| Q3 25 | 29.8% | 87.4% | ||
| Q2 25 | 30.7% | 89.0% | ||
| Q1 25 | 30.9% | 88.4% | ||
| Q4 24 | 30.0% | 89.7% | ||
| Q3 24 | 30.1% | 88.9% | ||
| Q2 24 | 31.2% | 89.1% | ||
| Q1 24 | 30.3% | 89.2% |
| Q4 25 | 11.4% | 45.1% | ||
| Q3 25 | 13.8% | 48.6% | ||
| Q2 25 | 15.0% | 45.6% | ||
| Q1 25 | 14.5% | 48.2% | ||
| Q4 24 | 11.7% | 48.6% | ||
| Q3 24 | 13.9% | 45.8% | ||
| Q2 24 | 15.4% | 44.7% | ||
| Q1 24 | 14.0% | 52.6% |
| Q4 25 | 3.1% | 46.1% | ||
| Q3 25 | 19.0% | 42.4% | ||
| Q2 25 | 7.0% | 38.8% | ||
| Q1 25 | 9.0% | 40.6% | ||
| Q4 24 | -0.5% | 40.9% | ||
| Q3 24 | 6.9% | 41.3% | ||
| Q2 24 | 7.4% | 38.9% | ||
| Q1 24 | 6.2% | 45.2% |
| Q4 25 | $0.30 | $7.66 | ||
| Q3 25 | $1.73 | $7.16 | ||
| Q2 25 | $0.63 | $6.41 | ||
| Q1 25 | $0.77 | $6.63 | ||
| Q4 24 | $-0.05 | $6.23 | ||
| Q3 24 | $0.63 | $6.39 | ||
| Q2 24 | $0.67 | $5.85 | ||
| Q1 24 | $0.56 | $6.17 |
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 | $2.9B |
| 総負債低いほど良い | $3.3B | — |
| 株主資本純資産 | $1.2B | $7.1B |
| 総資産 | $7.0B | $7.9B |
| 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 | $2.9B | ||
| Q3 25 | $282.5M | $2.8B | ||
| Q2 25 | $354.4M | $3.0B | ||
| Q1 25 | $335.2M | $3.3B | ||
| Q4 24 | $371.8M | $3.3B | ||
| Q3 24 | $386.0M | $3.3B | ||
| Q2 24 | $388.6M | $3.0B | ||
| Q1 24 | $352.8M | $2.7B |
| 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 | $7.1B | ||
| Q3 25 | $1.2B | $6.6B | ||
| Q2 25 | $953.1M | $7.2B | ||
| Q1 25 | $797.9M | $6.8B | ||
| Q4 24 | $624.5M | $6.4B | ||
| Q3 24 | $771.2M | $6.1B | ||
| Q2 24 | $650.1M | $5.7B | ||
| Q1 24 | $598.3M | $5.3B |
| Q4 25 | $7.0B | $7.9B | ||
| Q3 25 | $7.1B | $7.4B | ||
| Q2 25 | $7.2B | $7.9B | ||
| Q1 25 | $7.0B | $7.7B | ||
| Q4 24 | $7.0B | $7.4B | ||
| Q3 24 | $7.3B | $7.1B | ||
| Q2 24 | $7.3B | $6.7B | ||
| Q1 24 | $7.2B | $6.5B |
| 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 | $346.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $257.7M | $173.3M |
| FCFマージンFCF / 売上 | 18.5% | 21.9% |
| 設備投資強度設備投資 / 売上 | 2.6% | 21.9% |
| キャッシュ転換率営業CF / 純利益 | 6.70× | 0.95× |
| 直近12ヶ月FCF直近4四半期 | $458.5M | $1.0B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $293.6M | $346.2M | ||
| Q3 25 | $165.9M | $562.1M | ||
| Q2 25 | $136.6M | $191.7M | ||
| Q1 25 | $31.9M | $461.2M | ||
| Q4 24 | $244.2M | $341.2M | ||
| Q3 24 | $170.5M | $377.2M | ||
| Q2 24 | $188.2M | $232.2M | ||
| Q1 24 | $125.1M | $376.5M |
| Q4 25 | $257.7M | $173.3M | ||
| Q3 25 | $119.6M | $351.6M | ||
| Q2 25 | $93.2M | $129.5M | ||
| Q1 25 | $-12.0M | $386.3M | ||
| Q4 24 | $185.1M | $254.5M | ||
| Q3 24 | $115.2M | $300.7M | ||
| Q2 24 | $129.5M | $187.1M | ||
| Q1 24 | $78.0M | $338.3M |
| Q4 25 | 18.5% | 21.9% | ||
| Q3 25 | 8.9% | 44.0% | ||
| Q2 25 | 7.0% | 16.2% | ||
| Q1 25 | -0.9% | 48.6% | ||
| Q4 24 | 13.6% | 34.6% | ||
| Q3 24 | 8.6% | 40.2% | ||
| Q2 24 | 9.7% | 26.2% | ||
| Q1 24 | 5.9% | 49.9% |
| Q4 25 | 2.6% | 21.9% | ||
| Q3 25 | 3.4% | 26.3% | ||
| Q2 25 | 3.3% | 7.8% | ||
| Q1 25 | 3.5% | 9.4% | ||
| Q4 24 | 4.4% | 11.8% | ||
| Q3 24 | 4.1% | 10.2% | ||
| Q2 24 | 4.4% | 6.3% | ||
| Q1 24 | 3.6% | 5.6% |
| Q4 25 | 6.70× | 0.95× | ||
| Q3 25 | 0.65× | 1.66× | ||
| Q2 25 | 1.47× | 0.62× | ||
| Q1 25 | 0.28× | 1.43× | ||
| Q4 24 | — | 1.13× | ||
| Q3 24 | 1.86× | 1.22× | ||
| Q2 24 | 1.91× | 0.83× | ||
| Q1 24 | 1.53× | 1.23× |
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% |
UTHR
| Tyvaso DPI | $338.6M | 43% |
| Remodulin | $128.0M | 16% |
| Nebulized Tyvaso | $125.7M | 16% |
| Orenitram | $121.2M | 15% |
| Unituxin | $62.3M | 8% |
| Adcirca | $7.8M | 1% |
| Other | $6.6M | 1% |
