vs
J.M. Smucker Company (The)（SJM）とアーバンアウトフィッターズ（URBN）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 $1.5B、アーバンアウトフィッターズの約1.5倍）。J.M. Smucker Company (The)の純利益率が高く（10.4% vs 7.6%、差は2.7%）。アーバンアウトフィッターズの前年同期比売上増加率が高い（12.3% vs 2.6%）。J.M. Smucker Company (The)の直近四半期フリーキャッシュフローが多い（$280.2M vs $-22.8M）。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 1.4%）
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。
URBNは米国ペンシルベニア州フィラデルフィアに本社を置く多国籍ライフスタイル小売企業です。傘下のアーバンアウトフィッターズブランドは若者層を対象に、男女服飾、靴、ビューティー・ヘルスケア商品、アクセサリー、スポーツウェア、家庭用品、音楽関連グッズなどを取り扱い、米国、英国、カナダ、欧州・中東の複数国で事業を展開しています。
SJM vs URBN — 直接比較
損益計算書 — Q2 FY2026 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $2.3B | $1.5B |
| 純利益 | $241.3M | $116.4M |
| 粗利率 | 37.3% | 36.8% |
| 営業利益率 | 18.0% | 9.4% |
| 純利益率 | 10.4% | 7.6% |
| 売上前年比 | 2.6% | 12.3% |
| 純利益前年比 | 1084.9% | 13.1% |
| EPS（希薄化後） | $2.26 | $1.28 |
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 | $2.3B | $1.5B | ||
| Q3 25 | $2.1B | $1.5B | ||
| Q2 25 | $2.1B | $1.3B | ||
| Q1 25 | $2.2B | $1.6B | ||
| Q4 24 | $2.3B | $1.4B | ||
| Q3 24 | $2.1B | $1.4B | ||
| Q2 24 | $2.2B | $1.2B | ||
| Q1 24 | $2.2B | $1.5B |
| Q4 25 | $241.3M | $116.4M | ||
| Q3 25 | $-43.9M | $143.9M | ||
| Q2 25 | $-729.0M | $108.3M | ||
| Q1 25 | $-662.3M | $120.3M | ||
| Q4 24 | $-24.5M | $102.9M | ||
| Q3 24 | $185.0M | $117.5M | ||
| Q2 24 | $245.1M | $61.8M | ||
| Q1 24 | $120.4M | $47.8M |
| Q4 25 | 37.3% | 36.8% | ||
| Q3 25 | 22.5% | 37.6% | ||
| Q2 25 | 38.4% | 36.8% | ||
| Q1 25 | 40.2% | 32.3% | ||
| Q4 24 | 39.0% | 36.5% | ||
| Q3 24 | 37.5% | 36.5% | ||
| Q2 24 | 41.4% | 34.0% | ||
| Q1 24 | 36.9% | 29.2% |
| Q4 25 | 18.0% | 9.4% | ||
| Q3 25 | 2.2% | 11.6% | ||
| Q2 25 | -27.9% | 9.6% | ||
| Q1 25 | -27.2% | 7.7% | ||
| Q4 24 | 7.5% | 9.4% | ||
| Q3 24 | 16.4% | 10.7% | ||
| Q2 24 | 18.4% | 6.2% | ||
| Q1 24 | 13.3% | 3.9% |
| Q4 25 | 10.4% | 7.6% | ||
| Q3 25 | -2.1% | 9.6% | ||
| Q2 25 | -34.0% | 8.1% | ||
| Q1 25 | -30.3% | 7.4% | ||
| Q4 24 | -1.1% | 7.6% | ||
| Q3 24 | 8.7% | 8.7% | ||
| Q2 24 | 11.1% | 5.1% | ||
| Q1 24 | 5.4% | 3.2% |
| Q4 25 | $2.26 | $1.28 | ||
| Q3 25 | $-0.41 | $1.58 | ||
| Q2 25 | $-6.86 | $1.16 | ||
| Q1 25 | $-6.22 | $1.27 | ||
| Q4 24 | $-0.23 | $1.10 | ||
| Q3 24 | $1.74 | $1.24 | ||
| Q2 24 | $2.31 | $0.65 | ||
| Q1 24 | $1.13 | $0.51 |
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 | — | $306.6M |
| 総負債低いほど良い | $7.0B | — |
| 株主資本純資産 | $6.1B | $2.7B |
| 総資産 | $17.6B | $4.9B |
| 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
| Q4 25 | — | $306.6M | ||
| Q3 25 | — | $332.2M | ||
| Q2 25 | — | $189.4M | ||
| Q1 25 | — | $290.5M | ||
| Q4 24 | — | $182.5M | ||
| Q3 24 | — | $209.1M | ||
| Q2 24 | — | $174.0M | ||
| Q1 24 | — | $178.3M |
| Q4 25 | $7.0B | — | ||
| Q3 25 | $7.0B | — | ||
| Q2 25 | $7.0B | — | ||
| Q1 25 | $7.4B | — | ||
| Q4 24 | $7.8B | — | ||
| Q3 24 | $7.8B | — | ||
| Q2 24 | $7.8B | — | ||
| Q1 24 | $8.1B | — |
| Q4 25 | $6.1B | $2.7B | ||
| Q3 25 | $5.9B | $2.6B | ||
| Q2 25 | $6.1B | $2.4B | ||
| Q1 25 | $6.9B | $2.5B | ||
| Q4 24 | $7.6B | $2.4B | ||
| Q3 24 | $7.8B | $2.2B | ||
| Q2 24 | $7.7B | $2.2B | ||
| Q1 24 | $7.6B | $2.1B |
| Q4 25 | $17.6B | $4.9B | ||
| Q3 25 | $17.7B | $4.7B | ||
| Q2 25 | $17.6B | $4.5B | ||
| Q1 25 | $18.4B | $4.5B | ||
| Q4 24 | $20.0B | $4.5B | ||
| Q3 24 | $20.3B | $4.3B | ||
| Q2 24 | $20.3B | $4.2B | ||
| Q1 24 | $20.2B | $4.1B |
| Q4 25 | 1.16× | — | ||
| Q3 25 | 1.19× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.07× | — | ||
| Q4 24 | 1.02× | — | ||
| Q3 24 | 1.00× | — | ||
| Q2 24 | 1.01× | — | ||
| Q1 24 | 1.07× | — |
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 | $61.1M |
| フリーキャッシュフロー営業CF - 設備投資 | $280.2M | $-22.8M |
| FCFマージンFCF / 売上 | 12.0% | -1.5% |
| 設備投資強度設備投資 / 売上 | 2.8% | 5.5% |
| キャッシュ転換率営業CF / 純利益 | 1.44× | 0.53× |
| 直近12ヶ月FCF直近4四半期 | $635.5M | $402.7M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $346.5M | $61.1M | ||
| Q3 25 | $-10.6M | $218.0M | ||
| Q2 25 | $393.9M | $33.0M | ||
| Q1 25 | $239.4M | $320.5M | ||
| Q4 24 | $404.2M | $18.5M | ||
| Q3 24 | $172.9M | $105.3M | ||
| Q2 24 | $428.1M | $58.6M | ||
| Q1 24 | $406.5M | $229.2M |
| Q4 25 | $280.2M | $-22.8M | ||
| Q3 25 | $-94.9M | $156.6M | ||
| Q2 25 | $298.9M | $-13.1M | ||
| Q1 25 | $151.3M | $281.9M | ||
| Q4 24 | $317.2M | $-26.6M | ||
| Q3 24 | $49.2M | $47.5M | ||
| Q2 24 | $297.5M | $17.5M | ||
| Q1 24 | $249.6M | $180.6M |
| Q4 25 | 12.0% | -1.5% | ||
| Q3 25 | -4.5% | 10.4% | ||
| Q2 25 | 13.9% | -1.0% | ||
| Q1 25 | 6.9% | 17.2% | ||
| Q4 24 | 14.0% | -2.0% | ||
| Q3 24 | 2.3% | 3.5% | ||
| Q2 24 | 13.5% | 1.5% | ||
| Q1 24 | 11.2% | 12.2% |
| Q4 25 | 2.8% | 5.5% | ||
| Q3 25 | 4.0% | 4.1% | ||
| Q2 25 | 4.4% | 3.5% | ||
| Q1 25 | 4.0% | 2.4% | ||
| Q4 24 | 3.8% | 3.3% | ||
| Q3 24 | 5.8% | 4.3% | ||
| Q2 24 | 5.9% | 3.4% | ||
| Q1 24 | 7.0% | 3.3% |
| Q4 25 | 1.44× | 0.53× | ||
| Q3 25 | — | 1.52× | ||
| Q2 25 | — | 0.30× | ||
| Q1 25 | — | 2.66× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | 0.93× | 0.90× | ||
| Q2 24 | 1.75× | 0.95× | ||
| Q1 24 | 3.38× | 4.80× |
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% |
URBN
| Apparel | $861.4M | 56% |
| Home | $187.0M | 12% |
| Accessories | $182.6M | 12% |
| Subscription Operations | $144.6M | 9% |
| Wholesale Operations | $88.3M | 6% |
| Other | $65.3M | 4% |
