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SEALED AIR CORP（SEE）とVertiv Holdings Co（VRT）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
Vertiv Holdings Coの直近四半期売上が大きい（$2.6B vs $1.4B、SEALED AIR CORPの約1.9倍）。Vertiv Holdings Coの純利益率が高く（14.7% vs 3.1%、差は11.6%）。Vertiv Holdings Coの前年同期比売上増加率が高い（30.1% vs 2.6%）。Vertiv Holdings Coの直近四半期フリーキャッシュフローが多い（$652.8M vs $257.7M）。過去8四半期でVertiv Holdings Coの売上複合成長率が高い（16.5% 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。
Vertiv Holdings Coはアメリカ発祥の多国籍企業で、データセンター、通信ネットワーク、商業施設及び産業現場向けに重要なインフラストラクチャーと関連サービスを提供し、顧客の重要業務の安定的な運用を支援している。
SEE vs VRT — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.4B | $2.6B |
| 純利益 | $43.8M | $390.1M |
| 粗利率 | 28.6% | 37.7% |
| 営業利益率 | 11.4% | — |
| 純利益率 | 3.1% | 14.7% |
| 売上前年比 | 2.6% | 30.1% |
| 純利益前年比 | 700.0% | — |
| EPS（希薄化後） | $0.30 | $0.99 |
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 | — | $2.6B | ||
| Q4 25 | $1.4B | $2.9B | ||
| Q3 25 | $1.3B | $2.7B | ||
| Q2 25 | $1.3B | $2.6B | ||
| Q1 25 | $1.3B | $2.0B | ||
| Q4 24 | $1.4B | $2.3B | ||
| Q3 24 | $1.3B | $2.1B | ||
| Q2 24 | $1.3B | $2.0B |
| Q1 26 | — | $390.1M | ||
| Q4 25 | $43.8M | $445.6M | ||
| Q3 25 | $255.1M | $398.5M | ||
| Q2 25 | $93.1M | $324.2M | ||
| Q1 25 | $113.5M | $164.5M | ||
| Q4 24 | $-7.3M | $147.0M | ||
| Q3 24 | $91.7M | $176.6M | ||
| Q2 24 | $98.3M | $178.1M |
| Q1 26 | — | 37.7% | ||
| Q4 25 | 28.6% | 38.9% | ||
| Q3 25 | 29.8% | 37.8% | ||
| Q2 25 | 30.7% | 34.0% | ||
| Q1 25 | 30.9% | 33.7% | ||
| Q4 24 | 30.0% | 37.1% | ||
| Q3 24 | 30.1% | 36.5% | ||
| Q2 24 | 31.2% | 38.0% |
| Q1 26 | — | — | ||
| Q4 25 | 11.4% | 20.1% | ||
| Q3 25 | 13.8% | 19.3% | ||
| Q2 25 | 15.0% | 16.8% | ||
| Q1 25 | 14.5% | 14.3% | ||
| Q4 24 | 11.7% | 19.5% | ||
| Q3 24 | 13.9% | 17.9% | ||
| Q2 24 | 15.4% | 17.2% |
| Q1 26 | — | 14.7% | ||
| Q4 25 | 3.1% | 15.5% | ||
| Q3 25 | 19.0% | 14.9% | ||
| Q2 25 | 7.0% | 12.3% | ||
| Q1 25 | 9.0% | 8.1% | ||
| Q4 24 | -0.5% | 6.3% | ||
| Q3 24 | 6.9% | 8.5% | ||
| Q2 24 | 7.4% | 9.1% |
| Q1 26 | — | $0.99 | ||
| Q4 25 | $0.30 | $1.14 | ||
| Q3 25 | $1.73 | $1.02 | ||
| Q2 25 | $0.63 | $0.83 | ||
| Q1 25 | $0.77 | $0.42 | ||
| Q4 24 | $-0.05 | $0.38 | ||
| Q3 24 | $0.63 | $0.46 | ||
| Q2 24 | $0.67 | $0.46 |
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 | $2.5B |
| 総負債低いほど良い | $3.3B | $0 |
| 株主資本純資産 | $1.2B | $4.2B |
| 総資産 | $7.0B | $13.4B |
| 負債/資本比率低いほどレバレッジが低い | 2.65× | 0.00× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $2.5B | ||
| Q4 25 | $344.0M | $1.7B | ||
| Q3 25 | $282.5M | $1.4B | ||
| Q2 25 | $354.4M | $1.6B | ||
| Q1 25 | $335.2M | $1.5B | ||
| Q4 24 | $371.8M | $1.2B | ||
| Q3 24 | $386.0M | $908.7M | ||
| Q2 24 | $388.6M | $579.7M |
| Q1 26 | — | $0 | ||
| Q4 25 | $3.3B | $2.9B | ||
| Q3 25 | $4.0B | $2.9B | ||
| Q2 25 | $4.0B | $2.9B | ||
| Q1 25 | $4.2B | $2.9B | ||
| Q4 24 | $4.2B | $2.9B | ||
| Q3 24 | $4.3B | $2.9B | ||
| Q2 24 | $4.4B | $2.9B |
| Q1 26 | — | $4.2B | ||
| Q4 25 | $1.2B | $3.9B | ||
| Q3 25 | $1.2B | $3.5B | ||
| Q2 25 | $953.1M | $3.1B | ||
| Q1 25 | $797.9M | $2.7B | ||
| Q4 24 | $624.5M | $2.4B | ||
| Q3 24 | $771.2M | $1.8B | ||
| Q2 24 | $650.1M | $1.5B |
| Q1 26 | — | $13.4B | ||
| Q4 25 | $7.0B | $12.2B | ||
| Q3 25 | $7.1B | $10.8B | ||
| Q2 25 | $7.2B | $10.4B | ||
| Q1 25 | $7.0B | $9.5B | ||
| Q4 24 | $7.0B | $9.1B | ||
| Q3 24 | $7.3B | $8.9B | ||
| Q2 24 | $7.3B | $8.1B |
| Q1 26 | — | 0.00× | ||
| Q4 25 | 2.65× | 0.74× | ||
| Q3 25 | 3.34× | 0.83× | ||
| Q2 25 | 4.18× | 0.93× | ||
| Q1 25 | 5.26× | 1.10× | ||
| Q4 24 | 6.72× | 1.20× | ||
| Q3 24 | 5.62× | 1.62× | ||
| Q2 24 | 6.81× | 1.91× |
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 | $652.8M |
| FCFマージンFCF / 売上 | 18.5% | 24.6% |
| 設備投資強度設備投資 / 売上 | 2.6% | 4.2% |
| 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 | $2.3B |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $293.6M | $978.9M | ||
| Q3 25 | $165.9M | $508.7M | ||
| Q2 25 | $136.6M | $322.9M | ||
| Q1 25 | $31.9M | $303.3M | ||
| Q4 24 | $244.2M | $425.2M | ||
| Q3 24 | $170.5M | $378.2M | ||
| Q2 24 | $188.2M | $378.4M |
| Q1 26 | — | $652.8M | ||
| Q4 25 | $257.7M | $885.6M | ||
| Q3 25 | $119.6M | $463.5M | ||
| Q2 25 | $93.2M | $277.9M | ||
| Q1 25 | $-12.0M | $266.8M | ||
| Q4 24 | $185.1M | $364.5M | ||
| Q3 24 | $115.2M | $341.8M | ||
| Q2 24 | $129.5M | $344.3M |
| Q1 26 | — | 24.6% | ||
| Q4 25 | 18.5% | 30.8% | ||
| Q3 25 | 8.9% | 17.3% | ||
| Q2 25 | 7.0% | 10.5% | ||
| Q1 25 | -0.9% | 13.1% | ||
| Q4 24 | 13.6% | 15.5% | ||
| Q3 24 | 8.6% | 16.5% | ||
| Q2 24 | 9.7% | 17.6% |
| Q1 26 | — | 4.2% | ||
| Q4 25 | 2.6% | 3.2% | ||
| Q3 25 | 3.4% | 1.7% | ||
| Q2 25 | 3.3% | 1.7% | ||
| Q1 25 | 3.5% | 1.8% | ||
| Q4 24 | 4.4% | 2.6% | ||
| Q3 24 | 4.1% | 1.8% | ||
| Q2 24 | 4.4% | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | 6.70× | 2.20× | ||
| Q3 25 | 0.65× | 1.28× | ||
| Q2 25 | 1.47× | 1.00× | ||
| Q1 25 | 0.28× | 1.84× | ||
| Q4 24 | — | 2.89× | ||
| Q3 24 | 1.86× | 2.14× | ||
| Q2 24 | 1.91× | 2.12× |
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% |
VRT
セグメントデータなし
