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J.M. Smucker Company (The)（SJM）とTaylor Morrison Home Corp（TMHC）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 $1.4B、Taylor Morrison Home Corpの約1.7倍）。J.M. Smucker Company (The)の純利益率が高く（10.4% vs 7.1%、差は3.2%）。J.M. Smucker Company (The)の前年同期比売上増加率が高い（2.6% vs -26.8%）。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 -16.5%）
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。
テイラー・モリソン・ホーム社は米国最大級の住宅建設会社で、本社はアリゾナ州スコッツデールに所在します。2007年7月にテイラー・ウッドローとモリソン・ホームズが合併して設立され、アリゾナ、カリフォルニア、テキサスなど10以上の州で事業を展開し、初回購入向け、中間層向け、中高級層向けの多様な住宅を提供しています。
SJM vs TMHC — 直接比較
損益計算書 — Q2 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $2.3B | $1.4B |
| 純利益 | $241.3M | $98.6M |
| 粗利率 | 37.3% | 21.0% |
| 営業利益率 | 18.0% | — |
| 純利益率 | 10.4% | 7.1% |
| 売上前年比 | 2.6% | -26.8% |
| 純利益前年比 | 1084.9% | -53.8% |
| EPS（希薄化後） | $2.26 | $1.12 |
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 | — | $1.4B | ||
| Q4 25 | $2.3B | $2.1B | ||
| Q3 25 | $2.1B | $2.1B | ||
| Q2 25 | $2.1B | $2.0B | ||
| Q1 25 | $2.2B | $1.9B | ||
| Q4 24 | $2.3B | $2.4B | ||
| Q3 24 | $2.1B | $2.1B | ||
| Q2 24 | $2.2B | $2.0B |
| Q1 26 | — | $98.6M | ||
| Q4 25 | $241.3M | $174.0M | ||
| Q3 25 | $-43.9M | $201.4M | ||
| Q2 25 | $-729.0M | $193.6M | ||
| Q1 25 | $-662.3M | $213.5M | ||
| Q4 24 | $-24.5M | $242.5M | ||
| Q3 24 | $185.0M | $251.1M | ||
| Q2 24 | $245.1M | $199.5M |
| Q1 26 | — | 21.0% | ||
| Q4 25 | 37.3% | 22.0% | ||
| Q3 25 | 22.5% | 22.7% | ||
| Q2 25 | 38.4% | 23.0% | ||
| Q1 25 | 40.2% | 24.4% | ||
| Q4 24 | 39.0% | 23.9% | ||
| Q3 24 | 37.5% | 25.0% | ||
| Q2 24 | 41.4% | 23.7% |
| Q1 26 | — | — | ||
| Q4 25 | 18.0% | — | ||
| Q3 25 | 2.2% | — | ||
| Q2 25 | -27.9% | — | ||
| Q1 25 | -27.2% | — | ||
| Q4 24 | 7.5% | — | ||
| Q3 24 | 16.4% | — | ||
| Q2 24 | 18.4% | — |
| Q1 26 | — | 7.1% | ||
| Q4 25 | 10.4% | 8.3% | ||
| Q3 25 | -2.1% | 9.6% | ||
| Q2 25 | -34.0% | 9.5% | ||
| Q1 25 | -30.3% | 11.3% | ||
| Q4 24 | -1.1% | 10.3% | ||
| Q3 24 | 8.7% | 11.8% | ||
| Q2 24 | 11.1% | 10.0% |
| Q1 26 | — | $1.12 | ||
| Q4 25 | $2.26 | $1.77 | ||
| Q3 25 | $-0.41 | $2.01 | ||
| Q2 25 | $-6.86 | $1.92 | ||
| Q1 25 | $-6.22 | $2.07 | ||
| Q4 24 | $-0.23 | $2.29 | ||
| Q3 24 | $1.74 | $2.37 | ||
| Q2 24 | $2.31 | $1.86 |
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 | — | $652.9M |
| 総負債低いほど良い | $7.0B | — |
| 株主資本純資産 | $6.1B | $6.2B |
| 総資産 | $17.6B | $9.8B |
| 負債/資本比率低いほどレバレッジが低い | 1.16× | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $652.9M | ||
| Q4 25 | — | $850.0M | ||
| Q3 25 | — | $370.6M | ||
| Q2 25 | — | $130.2M | ||
| Q1 25 | — | $377.8M | ||
| Q4 24 | — | $487.2M | ||
| Q3 24 | — | $256.4M | ||
| Q2 24 | — | $246.8M |
| Q1 26 | — | — | ||
| Q4 25 | $7.0B | $2.3B | ||
| Q3 25 | $7.0B | $2.2B | ||
| Q2 25 | $7.0B | $2.1B | ||
| Q1 25 | $7.4B | $2.1B | ||
| Q4 24 | $7.8B | $2.1B | ||
| Q3 24 | $7.8B | $2.1B | ||
| Q2 24 | $7.8B | $2.2B |
| Q1 26 | — | $6.2B | ||
| Q4 25 | $6.1B | $6.3B | ||
| Q3 25 | $5.9B | $6.2B | ||
| Q2 25 | $6.1B | $6.1B | ||
| Q1 25 | $6.9B | $6.0B | ||
| Q4 24 | $7.6B | $5.9B | ||
| Q3 24 | $7.8B | $5.7B | ||
| Q2 24 | $7.7B | $5.5B |
| Q1 26 | — | $9.8B | ||
| Q4 25 | $17.6B | $9.8B | ||
| Q3 25 | $17.7B | $9.6B | ||
| Q2 25 | $17.6B | $9.5B | ||
| Q1 25 | $18.4B | $9.4B | ||
| Q4 24 | $20.0B | $9.3B | ||
| Q3 24 | $20.3B | $9.3B | ||
| Q2 24 | $20.3B | $9.1B |
| Q1 26 | — | — | ||
| Q4 25 | 1.16× | 0.36× | ||
| Q3 25 | 1.19× | 0.35× | ||
| Q2 25 | 1.16× | 0.35× | ||
| Q1 25 | 1.07× | 0.35× | ||
| Q4 24 | 1.02× | 0.36× | ||
| Q3 24 | 1.00× | 0.37× | ||
| Q2 24 | 1.01× | 0.39× |
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 | $346.5M | — |
| フリーキャッシュフロー営業CF - 設備投資 | $280.2M | — |
| FCFマージンFCF / 売上 | 12.0% | — |
| 設備投資強度設備投資 / 売上 | 2.8% | — |
| キャッシュ転換率営業CF / 純利益 | 1.44× | — |
| 直近12ヶ月FCF直近4四半期 | $635.5M | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $346.5M | $646.4M | ||
| Q3 25 | $-10.6M | $219.6M | ||
| Q2 25 | $393.9M | $-126.0M | ||
| Q1 25 | $239.4M | $77.2M | ||
| Q4 24 | $404.2M | $438.2M | ||
| Q3 24 | $172.9M | $135.9M | ||
| Q2 24 | $428.1M | $-233.3M |
| Q1 26 | — | — | ||
| Q4 25 | $280.2M | $635.3M | ||
| Q3 25 | $-94.9M | $206.6M | ||
| Q2 25 | $298.9M | $-133.6M | ||
| Q1 25 | $151.3M | $68.7M | ||
| Q4 24 | $317.2M | $428.2M | ||
| Q3 24 | $49.2M | $127.1M | ||
| Q2 24 | $297.5M | $-241.7M |
| Q1 26 | — | — | ||
| Q4 25 | 12.0% | 30.3% | ||
| Q3 25 | -4.5% | 9.9% | ||
| Q2 25 | 13.9% | -6.6% | ||
| Q1 25 | 6.9% | 3.6% | ||
| Q4 24 | 14.0% | 18.2% | ||
| Q3 24 | 2.3% | 6.0% | ||
| Q2 24 | 13.5% | -12.1% |
| Q1 26 | — | — | ||
| Q4 25 | 2.8% | 0.5% | ||
| Q3 25 | 4.0% | 0.6% | ||
| Q2 25 | 4.4% | 0.4% | ||
| Q1 25 | 4.0% | 0.4% | ||
| Q4 24 | 3.8% | 0.4% | ||
| Q3 24 | 5.8% | 0.4% | ||
| Q2 24 | 5.9% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 1.44× | 3.71× | ||
| Q3 25 | — | 1.09× | ||
| Q2 25 | — | -0.65× | ||
| Q1 25 | — | 0.36× | ||
| Q4 24 | — | 1.81× | ||
| Q3 24 | 0.93× | 0.54× | ||
| Q2 24 | 1.75× | -1.17× |
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
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% |
TMHC
| Home closings revenue, net | $1.3B | 95% |
| Financial services revenue, net | $49.3M | 4% |
| Land closings revenue | $14.5M | 1% |
| Amenity and other revenue | $11.9M | 1% |
