vs
Simpson Manufacturing Co., Inc.（SSD）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
UNITED THERAPEUTICS Corpの直近四半期売上が大きい（$790.2M vs $539.3M、Simpson Manufacturing Co., Inc.の約1.5倍）。UNITED THERAPEUTICS Corpの純利益率が高く（46.1% vs 10.4%、差は35.7%）。UNITED THERAPEUTICS Corpの前年同期比売上増加率が高い（7.4% vs 4.2%）。UNITED THERAPEUTICS Corpの直近四半期フリーキャッシュフローが多い（$173.3M vs $119.0M）。過去8四半期でUNITED THERAPEUTICS Corpの売上複合成長率が高い（8.0% vs 0.8%）
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。
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。
SSD vs UTHR — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $539.3M | $790.2M |
| 純利益 | $56.2M | $364.3M |
| 粗利率 | 43.4% | 86.9% |
| 営業利益率 | 13.9% | 45.1% |
| 純利益率 | 10.4% | 46.1% |
| 売上前年比 | 4.2% | 7.4% |
| 純利益前年比 | 1.4% | 20.9% |
| EPS（希薄化後） | $1.34 | $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 | $539.3M | $790.2M | ||
| Q3 25 | $623.5M | $799.5M | ||
| Q2 25 | $631.1M | $798.6M | ||
| Q1 25 | $538.9M | $794.4M | ||
| Q4 24 | $517.4M | $735.9M | ||
| Q3 24 | $587.2M | $748.9M | ||
| Q2 24 | $597.0M | $714.9M | ||
| Q1 24 | $530.6M | $677.7M |
| Q4 25 | $56.2M | $364.3M | ||
| Q3 25 | $107.4M | $338.7M | ||
| Q2 25 | $103.5M | $309.5M | ||
| Q1 25 | $77.9M | $322.2M | ||
| Q4 24 | $55.4M | $301.3M | ||
| Q3 24 | $93.5M | $309.1M | ||
| Q2 24 | $97.8M | $278.1M | ||
| Q1 24 | $75.4M | $306.6M |
| Q4 25 | 43.4% | 86.9% | ||
| Q3 25 | 46.4% | 87.4% | ||
| Q2 25 | 46.7% | 89.0% | ||
| Q1 25 | 46.8% | 88.4% | ||
| Q4 24 | 44.0% | 89.7% | ||
| Q3 24 | 46.8% | 88.9% | ||
| Q2 24 | 46.7% | 89.1% | ||
| Q1 24 | 46.1% | 89.2% |
| Q4 25 | 13.9% | 45.1% | ||
| Q3 25 | 22.6% | 48.6% | ||
| Q2 25 | 22.2% | 45.6% | ||
| Q1 25 | 19.0% | 48.2% | ||
| Q4 24 | 14.8% | 48.6% | ||
| Q3 24 | 21.3% | 45.8% | ||
| Q2 24 | 22.1% | 44.7% | ||
| Q1 24 | 18.1% | 52.6% |
| Q4 25 | 10.4% | 46.1% | ||
| Q3 25 | 17.2% | 42.4% | ||
| Q2 25 | 16.4% | 38.8% | ||
| Q1 25 | 14.5% | 40.6% | ||
| Q4 24 | 10.7% | 40.9% | ||
| Q3 24 | 15.9% | 41.3% | ||
| Q2 24 | 16.4% | 38.9% | ||
| Q1 24 | 14.2% | 45.2% |
| Q4 25 | $1.34 | $7.66 | ||
| Q3 25 | $2.58 | $7.16 | ||
| Q2 25 | $2.47 | $6.41 | ||
| Q1 25 | $1.85 | $6.63 | ||
| Q4 24 | $1.31 | $6.23 | ||
| Q3 24 | $2.21 | $6.39 | ||
| Q2 24 | $2.31 | $5.85 | ||
| Q1 24 | $1.77 | $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 | $384.1M | $2.9B |
| 総負債低いほど良い | $300.0M | — |
| 株主資本純資産 | $2.0B | $7.1B |
| 総資産 | $3.1B | $7.9B |
| 負債/資本比率低いほどレバレッジが低い | 0.15× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $384.1M | $2.9B | ||
| Q3 25 | $297.3M | $2.8B | ||
| Q2 25 | $190.4M | $3.0B | ||
| Q1 25 | $150.3M | $3.3B | ||
| Q4 24 | $239.4M | $3.3B | ||
| Q3 24 | $339.4M | $3.3B | ||
| Q2 24 | $354.9M | $3.0B | ||
| Q1 24 | $369.1M | $2.7B |
| Q4 25 | $300.0M | — | ||
| Q3 25 | $371.3M | — | ||
| Q2 25 | $376.9M | — | ||
| Q1 25 | $382.5M | — | ||
| Q4 24 | $388.1M | — | ||
| Q3 24 | $393.8M | — | ||
| Q2 24 | $399.4M | — | ||
| Q1 24 | $405.0M | — |
| Q4 25 | $2.0B | $7.1B | ||
| Q3 25 | $2.0B | $6.6B | ||
| Q2 25 | $1.9B | $7.2B | ||
| Q1 25 | $1.9B | $6.8B | ||
| Q4 24 | $1.8B | $6.4B | ||
| Q3 24 | $1.9B | $6.1B | ||
| Q2 24 | $1.8B | $5.7B | ||
| Q1 24 | $1.7B | $5.3B |
| Q4 25 | $3.1B | $7.9B | ||
| Q3 25 | $3.0B | $7.4B | ||
| Q2 25 | $3.0B | $7.9B | ||
| Q1 25 | $2.8B | $7.7B | ||
| Q4 24 | $2.7B | $7.4B | ||
| Q3 24 | $2.9B | $7.1B | ||
| Q2 24 | $2.8B | $6.7B | ||
| Q1 24 | $2.7B | $6.5B |
| 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× | — | ||
| Q1 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 | $155.7M | $346.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $119.0M | $173.3M |
| FCFマージンFCF / 売上 | 22.1% | 21.9% |
| 設備投資強度設備投資 / 売上 | 6.8% | 21.9% |
| キャッシュ転換率営業CF / 純利益 | 2.77× | 0.95× |
| 直近12ヶ月FCF直近4四半期 | $297.6M | $1.0B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $155.7M | $346.2M | ||
| Q3 25 | $170.2M | $562.1M | ||
| Q2 25 | $125.2M | $191.7M | ||
| Q1 25 | $7.6M | $461.2M | ||
| Q4 24 | $115.8M | $341.2M | ||
| Q3 24 | $103.3M | $377.2M | ||
| Q2 24 | $111.1M | $232.2M | ||
| Q1 24 | $7.9M | $376.5M |
| Q4 25 | $119.0M | $173.3M | ||
| Q3 25 | $133.9M | $351.6M | ||
| Q2 25 | $87.3M | $129.5M | ||
| Q1 25 | $-42.6M | $386.3M | ||
| Q4 24 | $60.3M | $254.5M | ||
| Q3 24 | $58.1M | $300.7M | ||
| Q2 24 | $70.9M | $187.1M | ||
| Q1 24 | $-31.5M | $338.3M |
| Q4 25 | 22.1% | 21.9% | ||
| Q3 25 | 21.5% | 44.0% | ||
| Q2 25 | 13.8% | 16.2% | ||
| Q1 25 | -7.9% | 48.6% | ||
| Q4 24 | 11.7% | 34.6% | ||
| Q3 24 | 9.9% | 40.2% | ||
| Q2 24 | 11.9% | 26.2% | ||
| Q1 24 | -5.9% | 49.9% |
| Q4 25 | 6.8% | 21.9% | ||
| Q3 25 | 5.8% | 26.3% | ||
| Q2 25 | 6.0% | 7.8% | ||
| Q1 25 | 9.3% | 9.4% | ||
| Q4 24 | 10.7% | 11.8% | ||
| Q3 24 | 7.7% | 10.2% | ||
| Q2 24 | 6.7% | 6.3% | ||
| Q1 24 | 7.4% | 5.6% |
| Q4 25 | 2.77× | 0.95× | ||
| Q3 25 | 1.58× | 1.66× | ||
| Q2 25 | 1.21× | 0.62× | ||
| Q1 25 | 0.10× | 1.43× | ||
| Q4 24 | 2.09× | 1.13× | ||
| Q3 24 | 1.10× | 1.22× | ||
| Q2 24 | 1.14× | 0.83× | ||
| Q1 24 | 0.11× | 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
SSD
| Wood Construction | $352.0M | 65% |
| Other | $122.4M | 23% |
| Concrete Construction | $64.6M | 12% |
| Other Products | $318.0K | 0% |
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% |
