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Strategic Education, Inc.（STRA）とUSA Compression Partners, LP（USAC）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
Strategic Education, Inc.の直近四半期売上が大きい（$305.9M vs $252.5M、USA Compression Partners, LPの約1.2倍）。USA Compression Partners, LPの純利益率が高く（11.0% vs 10.7%、差は0.3%）。USA Compression Partners, LPの前年同期比売上増加率が高い（2.7% vs 0.8%）。USA Compression Partners, LPの直近四半期フリーキャッシュフローが多い（$87.7M vs $77.3M）。過去8四半期でUSA Compression Partners, LPの売上複合成長率が高い（4.9% vs -1.0%）
Strategic Education, Inc.（SEI）は教育サービスを事業とする持ち株会社で、旧社名はStrayer Education, Inc.です。営利目的のオンライン大学であるカペラ大学、ストレイヤー大学を傘下に所有するほか、DevMountain、Hackbright Academy、Sophia Learningなどの非学位コースを提供する教育機関も運営しています。
USA Compression Partners, LPは米国に本拠を置く天然ガス圧縮サービスプロバイダーであり、石油・ガス業界の上流・中流・下流分野の顧客向けに、カスタム圧縮システム、保守サービス、運用支援を提供し、天然ガスの生産・加工・輸送の効率化を支えています。
STRA vs USAC — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $305.9M | $252.5M |
| 純利益 | $32.8M | $27.8M |
| 粗利率 | — | — |
| 営業利益率 | 13.4% | 30.3% |
| 純利益率 | 10.7% | 11.0% |
| 売上前年比 | 0.8% | 2.7% |
| 純利益前年比 | 10.3% | 9.1% |
| EPS（希薄化後） | $1.48 | — |
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 | $305.9M | — | ||
| Q4 25 | $323.2M | $252.5M | ||
| Q3 25 | $319.9M | $250.3M | ||
| Q2 25 | $321.5M | $250.1M | ||
| Q1 25 | $303.6M | $245.2M | ||
| Q4 24 | $311.5M | $245.9M | ||
| Q3 24 | $306.0M | $240.0M | ||
| Q2 24 | $312.3M | $235.3M |
| Q1 26 | $32.8M | — | ||
| Q4 25 | $37.9M | $27.8M | ||
| Q3 25 | $26.6M | $34.5M | ||
| Q2 25 | $32.3M | $28.6M | ||
| Q1 25 | $29.7M | $20.5M | ||
| Q4 24 | $25.3M | $25.4M | ||
| Q3 24 | $27.7M | $19.3M | ||
| Q2 24 | $29.9M | $31.2M |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 16.0% | 30.3% | ||
| Q3 25 | 11.6% | 33.5% | ||
| Q2 25 | 14.2% | 30.6% | ||
| Q1 25 | 13.1% | 28.3% | ||
| Q4 24 | 11.6% | 30.3% | ||
| Q3 24 | 11.9% | 31.5% | ||
| Q2 24 | 13.4% | 32.9% |
| Q1 26 | 10.7% | — | ||
| Q4 25 | 11.7% | 11.0% | ||
| Q3 25 | 8.3% | 13.8% | ||
| Q2 25 | 10.1% | 11.4% | ||
| Q1 25 | 9.8% | 8.4% | ||
| Q4 24 | 8.1% | 10.3% | ||
| Q3 24 | 9.1% | 8.1% | ||
| Q2 24 | 9.6% | 13.3% |
| Q1 26 | $1.48 | — | ||
| Q4 25 | $1.65 | — | ||
| Q3 25 | $1.15 | — | ||
| Q2 25 | $1.37 | — | ||
| Q1 25 | $1.24 | — | ||
| Q4 24 | $1.05 | — | ||
| Q3 24 | $1.15 | — | ||
| Q2 24 | $1.24 | — |
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 | $150.3M | $8.6M |
| 総負債低いほど良い | — | $2.5B |
| 株主資本純資産 | $1.6B | — |
| 総資産 | $2.1B | $2.6B |
| 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 | $150.3M | — | ||
| Q4 25 | $148.1M | $8.6M | ||
| Q3 25 | $172.6M | — | ||
| Q2 25 | $164.9M | $2.0K | ||
| Q1 25 | $182.6M | $2.0K | ||
| Q4 24 | $184.0M | $14.0K | ||
| Q3 24 | $222.1M | $79.0K | ||
| Q2 24 | $256.2M | $9.0K |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | — | $2.5B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $2.5B | ||
| Q2 24 | — | $2.5B |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.7B | — |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $2.6B | ||
| Q3 25 | $2.1B | $2.7B | ||
| Q2 25 | $2.1B | $2.7B | ||
| Q1 25 | $2.1B | $2.7B | ||
| Q4 24 | $2.0B | $2.7B | ||
| Q3 24 | $2.2B | $2.8B | ||
| Q2 24 | $2.2B | $2.8B |
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 | $87.4M | $139.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $77.3M | $87.7M |
| FCFマージンFCF / 売上 | 25.3% | 34.8% |
| 設備投資強度設備投資 / 売上 | — | 20.5% |
| キャッシュ転換率営業CF / 純利益 | 2.66× | 5.02× |
| 直近12ヶ月FCF直近4四半期 | $173.9M | $277.0M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $87.4M | — | ||
| Q4 25 | $39.2M | $139.5M | ||
| Q3 25 | $60.1M | $75.9M | ||
| Q2 25 | $31.2M | $124.2M | ||
| Q1 25 | $67.7M | $54.7M | ||
| Q4 24 | $15.9M | $130.2M | ||
| Q3 24 | $51.5M | $48.5M | ||
| Q2 24 | $24.3M | $96.7M |
| Q1 26 | $77.3M | — | ||
| Q4 25 | $27.0M | $87.7M | ||
| Q3 25 | $49.3M | $51.9M | ||
| Q2 25 | $20.4M | $101.1M | ||
| Q1 25 | $57.3M | $36.3M | ||
| Q4 24 | $4.7M | $101.2M | ||
| Q3 24 | $42.1M | $19.8M | ||
| Q2 24 | $13.6M | $48.2M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 8.3% | 34.8% | ||
| Q3 25 | 15.4% | 20.7% | ||
| Q2 25 | 6.3% | 40.4% | ||
| Q1 25 | 18.9% | 14.8% | ||
| Q4 24 | 1.5% | 41.1% | ||
| Q3 24 | 13.8% | 8.2% | ||
| Q2 24 | 4.3% | 20.5% |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 20.5% | ||
| Q3 25 | 3.4% | 9.6% | ||
| Q2 25 | 3.4% | 9.3% | ||
| Q1 25 | 3.4% | 7.5% | ||
| Q4 24 | 3.6% | 11.8% | ||
| Q3 24 | 3.1% | 12.0% | ||
| Q2 24 | 3.4% | 20.6% |
| Q1 26 | 2.66× | — | ||
| Q4 25 | 1.03× | 5.02× | ||
| Q3 25 | 2.26× | 2.20× | ||
| Q2 25 | 0.97× | 4.35× | ||
| Q1 25 | 2.27× | 2.66× | ||
| Q4 24 | 0.63× | 5.12× | ||
| Q3 24 | 1.86× | 2.51× | ||
| Q2 24 | 0.81× | 3.10× |
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
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
USAC
| Revenue From Contract Operations Excluding Revenue From Related Party | $231.7M | 92% |
| Entities Affiliated With Energy Transfer LP | $16.6M | 7% |
| Transferred At Point In Time | $5.4M | 2% |
