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SUBURBAN PROPANE PARTNERS LP（SPH）とSimpson Manufacturing Co., Inc.（SSD）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
Simpson Manufacturing Co., Inc.の直近四半期売上が大きい（$588.0M vs $370.4M、SUBURBAN PROPANE PARTNERS LPの約1.6倍）。Simpson Manufacturing Co., Inc.の純利益率が高く（15.0% vs 12.4%、差は2.6%）。Simpson Manufacturing Co., Inc.の前年同期比売上増加率が高い（9.1% vs -0.8%）。過去8四半期でSimpson Manufacturing Co., Inc.の売上複合成長率が高い（-0.8% vs -13.8%）
Suburban Propane Partners LPは米国の大手エネルギー流通企業で、プロパンガス、天然ガス、暖房用油を中心に幅広いエネルギー製品を取り扱い、住宅、商業施設、工場、農業従事者向けにHVACシステムの設置・保守・修理サービスも提供しています。
シンプソン・マニュファクチャリングは米国屈指の建築資材メーカーで、新築工事や改修工事向けの構造用接合金物、ファスナー、アンカーなどの製品を製造・供給しており、業界で高い技術力と市場シェアを誇っています。
SPH vs SSD — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $370.4M | $588.0M |
| 純利益 | $45.8M | $88.2M |
| 粗利率 | 64.7% | 45.2% |
| 営業利益率 | 18.3% | 19.5% |
| 純利益率 | 12.4% | 15.0% |
| 売上前年比 | -0.8% | 9.1% |
| 純利益前年比 | 135.7% | 13.3% |
| EPS（希薄化後） | $0.69 | $2.13 |
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 | — | $588.0M | ||
| Q4 25 | $370.4M | $539.3M | ||
| Q3 25 | $211.4M | $623.5M | ||
| Q2 25 | $260.1M | $631.1M | ||
| Q1 25 | $587.7M | $538.9M | ||
| Q4 24 | $373.3M | $517.4M | ||
| Q3 24 | $208.6M | $587.2M | ||
| Q2 24 | $254.6M | $597.0M |
| Q1 26 | — | $88.2M | ||
| Q4 25 | $45.8M | $56.2M | ||
| Q3 25 | $-35.1M | $107.4M | ||
| Q2 25 | $-14.8M | $103.5M | ||
| Q1 25 | $137.1M | $77.9M | ||
| Q4 24 | $19.4M | $55.4M | ||
| Q3 24 | $-44.6M | $93.5M | ||
| Q2 24 | $-17.2M | $97.8M |
| Q1 26 | — | 45.2% | ||
| Q4 25 | 64.7% | 43.4% | ||
| Q3 25 | 64.7% | 46.4% | ||
| Q2 25 | 61.7% | 46.7% | ||
| Q1 25 | 58.8% | 46.8% | ||
| Q4 24 | 60.6% | 44.0% | ||
| Q3 24 | 59.4% | 46.8% | ||
| Q2 24 | 62.9% | 46.7% |
| Q1 26 | — | 19.5% | ||
| Q4 25 | 18.3% | 13.9% | ||
| Q3 25 | -7.9% | 22.6% | ||
| Q2 25 | 2.1% | 22.2% | ||
| Q1 25 | 27.0% | 19.0% | ||
| Q4 24 | 15.8% | 14.8% | ||
| Q3 24 | -10.8% | 21.3% | ||
| Q2 24 | 3.2% | 22.1% |
| Q1 26 | — | 15.0% | ||
| Q4 25 | 12.4% | 10.4% | ||
| Q3 25 | -16.6% | 17.2% | ||
| Q2 25 | -5.7% | 16.4% | ||
| Q1 25 | 23.3% | 14.5% | ||
| Q4 24 | 5.2% | 10.7% | ||
| Q3 24 | -21.4% | 15.9% | ||
| Q2 24 | -6.8% | 16.4% |
| Q1 26 | — | $2.13 | ||
| Q4 25 | $0.69 | $1.34 | ||
| Q3 25 | $-0.55 | $2.58 | ||
| Q2 25 | $-0.23 | $2.47 | ||
| Q1 25 | $2.10 | $1.85 | ||
| Q4 24 | $0.30 | $1.31 | ||
| Q3 24 | $-0.69 | $2.21 | ||
| Q2 24 | $-0.27 | $2.31 |
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 | $1.3M | $341.0M |
| 総負債低いほど良い | $1.3B | — |
| 株主資本純資産 | — | $2.1B |
| 総資産 | $2.4B | $3.0B |
| 負債/資本比率低いほどレバレッジが低い | — | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $341.0M | ||
| Q4 25 | $1.3M | $384.1M | ||
| Q3 25 | $405.0K | $297.3M | ||
| Q2 25 | $1.3M | $190.4M | ||
| Q1 25 | $3.9M | $150.3M | ||
| Q4 24 | $4.4M | $239.4M | ||
| Q3 24 | $3.2M | $339.4M | ||
| Q2 24 | $4.9M | $354.9M |
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $300.0M | ||
| Q3 25 | $1.2B | $371.3M | ||
| Q2 25 | $1.2B | $376.9M | ||
| Q1 25 | $1.3B | $382.5M | ||
| Q4 24 | $1.3B | $388.1M | ||
| Q3 24 | $1.2B | $393.8M | ||
| Q2 24 | $1.2B | $399.4M |
| Q1 26 | — | $2.1B | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $1.8B |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $2.4B | $3.1B | ||
| Q3 25 | $2.3B | $3.0B | ||
| Q2 25 | $2.3B | $3.0B | ||
| Q1 25 | $2.4B | $2.8B | ||
| Q4 24 | $2.4B | $2.7B | ||
| Q3 24 | $2.3B | $2.9B | ||
| Q2 24 | $2.3B | $2.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× |
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 | $-47.7M | — |
| フリーキャッシュフロー営業CF - 設備投資 | $-67.5M | — |
| FCFマージンFCF / 売上 | -18.2% | — |
| 設備投資強度設備投資 / 売上 | 5.3% | — |
| キャッシュ転換率営業CF / 純利益 | -1.04× | — |
| 直近12ヶ月FCF直近4四半期 | $61.9M | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $-47.7M | $155.7M | ||
| Q3 25 | $41.8M | $170.2M | ||
| Q2 25 | $95.5M | $125.2M | ||
| Q1 25 | $40.1M | $7.6M | ||
| Q4 24 | $8.8M | $115.8M | ||
| Q3 24 | $36.8M | $103.3M | ||
| Q2 24 | $61.4M | $111.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-67.5M | $119.0M | ||
| Q3 25 | $27.7M | $133.9M | ||
| Q2 25 | $80.9M | $87.3M | ||
| Q1 25 | $20.8M | $-42.6M | ||
| Q4 24 | $-15.1M | $60.3M | ||
| Q3 24 | $17.7M | $58.1M | ||
| Q2 24 | $46.8M | $70.9M |
| Q1 26 | — | — | ||
| Q4 25 | -18.2% | 22.1% | ||
| Q3 25 | 13.1% | 21.5% | ||
| Q2 25 | 31.1% | 13.8% | ||
| Q1 25 | 3.5% | -7.9% | ||
| Q4 24 | -4.0% | 11.7% | ||
| Q3 24 | 8.5% | 9.9% | ||
| Q2 24 | 18.4% | 11.9% |
| Q1 26 | — | — | ||
| Q4 25 | 5.3% | 6.8% | ||
| Q3 25 | 6.7% | 5.8% | ||
| Q2 25 | 5.6% | 6.0% | ||
| Q1 25 | 3.3% | 9.3% | ||
| Q4 24 | 6.4% | 10.7% | ||
| Q3 24 | 9.1% | 7.7% | ||
| Q2 24 | 5.8% | 6.7% |
| Q1 26 | — | — | ||
| Q4 25 | -1.04× | 2.77× | ||
| Q3 25 | — | 1.58× | ||
| Q2 25 | — | 1.21× | ||
| Q1 25 | 0.29× | 0.10× | ||
| Q4 24 | 0.45× | 2.09× | ||
| Q3 24 | — | 1.10× | ||
| Q2 24 | — | 1.14× |
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
SPH
| Propane | $326.4M | 88% |
| Other Sales Revenue Net | $19.9M | 5% |
| Fuel Oil And Refined Fuels | $18.2M | 5% |
| Natural Gas And Electricity | $5.9M | 2% |
| Wholesale | $4.1M | 1% |
SSD
セグメントデータなし
