vs
STRATTEC SECURITY CORP（STRT）とTACTILE SYSTEMS TECHNOLOGY INC（TCMD）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
STRATTEC SECURITY CORPの直近四半期売上が大きい（$137.5M vs $103.6M、TACTILE SYSTEMS TECHNOLOGY INCの約1.3倍）。TACTILE SYSTEMS TECHNOLOGY INCの純利益率が高く（10.3% vs 3.6%、差は6.7%）。TACTILE SYSTEMS TECHNOLOGY INCの前年同期比売上増加率が高い（21.0% vs 5.9%）。TACTILE SYSTEMS TECHNOLOGY INCの直近四半期フリーキャッシュフローが多い（$16.8M vs $11.3M）。過去8四半期でTACTILE SYSTEMS TECHNOLOGY INCの売上複合成長率が高い（30.2% vs 7.7%）
STRATTECセキュリティコーポレーションは、自動車用機械式・電子式ロック、キー、パッシブエントリーシステムなどのセキュリティアクセス製品を設計・製造・販売しています。主な顧客は世界の自動車OEM、大型車両メーカー、自動車アフターマーケット事業者で、北米、欧州、アジア太平洋地域で事業を展開しています。
Dominion Voting Systems Corporationは北米の企業で、カナダとアメリカ合衆国において、投票機や集計機を含む電子投票用のハードウェアとソフトウェアの開発・販売を行っている、地域内で代表的な電子投票関連事業者です。
STRT vs TCMD — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $137.5M | $103.6M |
| 純利益 | $4.9M | $10.6M |
| 粗利率 | 16.5% | 78.2% |
| 営業利益率 | 3.5% | 18.1% |
| 純利益率 | 3.6% | 10.3% |
| 売上前年比 | 5.9% | 21.0% |
| 純利益前年比 | 275.1% | 9.4% |
| EPS（希薄化後） | $1.20 | $0.45 |
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 | $137.5M | $103.6M | ||
| Q3 25 | $152.4M | $85.8M | ||
| Q2 25 | $152.0M | $78.9M | ||
| Q1 25 | $144.1M | $61.3M | ||
| Q4 24 | $129.9M | $85.6M | ||
| Q3 24 | $139.1M | $73.1M | ||
| Q2 24 | — | $73.2M | ||
| Q1 24 | $140.8M | $61.1M |
| Q4 25 | $4.9M | $10.6M | ||
| Q3 25 | $8.5M | $8.2M | ||
| Q2 25 | $8.3M | $3.2M | ||
| Q1 25 | $5.4M | $-3.0M | ||
| Q4 24 | $1.3M | $9.7M | ||
| Q3 24 | $3.7M | $5.2M | ||
| Q2 24 | — | $4.3M | ||
| Q1 24 | $1.5M | $-2.2M |
| Q4 25 | 16.5% | 78.2% | ||
| Q3 25 | 17.3% | 75.8% | ||
| Q2 25 | 16.7% | 74.5% | ||
| Q1 25 | 16.0% | 74.0% | ||
| Q4 24 | 13.2% | 75.2% | ||
| Q3 24 | 13.6% | 75.0% | ||
| Q2 24 | — | 73.9% | ||
| Q1 24 | 10.4% | 71.1% |
| Q4 25 | 3.5% | 18.1% | ||
| Q3 25 | 6.9% | 12.8% | ||
| Q2 25 | 5.6% | 5.2% | ||
| Q1 25 | 4.9% | -7.4% | ||
| Q4 24 | 1.6% | 14.6% | ||
| Q3 24 | 3.6% | 9.3% | ||
| Q2 24 | — | 8.0% | ||
| Q1 24 | 1.4% | -4.9% |
| Q4 25 | 3.6% | 10.3% | ||
| Q3 25 | 5.6% | 9.6% | ||
| Q2 25 | 5.4% | 4.1% | ||
| Q1 25 | 3.7% | -4.9% | ||
| Q4 24 | 1.0% | 11.4% | ||
| Q3 24 | 2.7% | 7.1% | ||
| Q2 24 | — | 5.9% | ||
| Q1 24 | 1.1% | -3.6% |
| Q4 25 | $1.20 | $0.45 | ||
| Q3 25 | $2.07 | $0.36 | ||
| Q2 25 | $2.02 | $0.14 | ||
| Q1 25 | $1.32 | $-0.13 | ||
| Q4 24 | $0.32 | $0.40 | ||
| Q3 24 | $0.92 | $0.21 | ||
| Q2 24 | — | $0.18 | ||
| Q1 24 | $0.37 | $-0.09 |
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 | $99.0M | $83.4M |
| 総負債低いほど良い | — | $0 |
| 株主資本純資産 | $236.8M | $218.9M |
| 総資産 | $392.2M | $273.9M |
| 負債/資本比率低いほどレバレッジが低い | — | 0.00× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $99.0M | $83.4M | ||
| Q3 25 | $90.5M | $66.0M | ||
| Q2 25 | $84.6M | $81.5M | ||
| Q1 25 | $62.1M | $83.6M | ||
| Q4 24 | $42.6M | $94.4M | ||
| Q3 24 | $34.4M | $82.1M | ||
| Q2 24 | — | $73.6M | ||
| Q1 24 | $9.6M | $60.7M |
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $27.0M | ||
| Q2 24 | — | $27.8M | ||
| Q1 24 | — | $28.5M |
| Q4 25 | $236.8M | $218.9M | ||
| Q3 25 | $230.5M | $204.9M | ||
| Q2 25 | $221.6M | $194.9M | ||
| Q1 25 | $210.7M | $205.6M | ||
| Q4 24 | $204.5M | $216.6M | ||
| Q3 24 | $203.0M | $207.9M | ||
| Q2 24 | — | $200.7M | ||
| Q1 24 | $193.8M | $193.5M |
| Q4 25 | $392.2M | $273.9M | ||
| Q3 25 | $390.1M | $259.2M | ||
| Q2 25 | $391.5M | $273.0M | ||
| Q1 25 | $387.4M | $280.2M | ||
| Q4 24 | $355.9M | $297.9M | ||
| Q3 24 | $366.9M | $287.7M | ||
| Q2 24 | — | $278.8M | ||
| Q1 24 | $348.5M | $272.0M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.15× |
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 | $13.9M | $17.3M |
| フリーキャッシュフロー営業CF - 設備投資 | $11.3M | $16.8M |
| FCFマージンFCF / 売上 | 8.2% | 16.2% |
| 設備投資強度設備投資 / 売上 | 1.9% | 0.5% |
| キャッシュ転換率営業CF / 純利益 | 2.81× | 1.63× |
| 直近12ヶ月FCF直近4四半期 | $67.8M | $40.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $13.9M | $17.3M | ||
| Q3 25 | $11.3M | $10.3M | ||
| Q2 25 | $30.2M | $14.8M | ||
| Q1 25 | $20.7M | $417.0K | ||
| Q4 24 | $9.4M | $16.3M | ||
| Q3 24 | $11.3M | $10.3M | ||
| Q2 24 | — | $13.1M | ||
| Q1 24 | $-309.0K | $924.0K |
| Q4 25 | $11.3M | $16.8M | ||
| Q3 25 | $9.8M | $9.2M | ||
| Q2 25 | $27.2M | $14.4M | ||
| Q1 25 | $19.6M | $38.0K | ||
| Q4 24 | $8.5M | $15.9M | ||
| Q3 24 | $9.3M | $9.3M | ||
| Q2 24 | — | $12.6M | ||
| Q1 24 | $-2.0M | $442.0K |
| Q4 25 | 8.2% | 16.2% | ||
| Q3 25 | 6.4% | 10.8% | ||
| Q2 25 | 17.9% | 18.2% | ||
| Q1 25 | 13.6% | 0.1% | ||
| Q4 24 | 6.6% | 18.5% | ||
| Q3 24 | 6.7% | 12.7% | ||
| Q2 24 | — | 17.3% | ||
| Q1 24 | -1.4% | 0.7% |
| Q4 25 | 1.9% | 0.5% | ||
| Q3 25 | 1.0% | 1.3% | ||
| Q2 25 | 2.0% | 0.5% | ||
| Q1 25 | 0.8% | 0.6% | ||
| Q4 24 | 0.7% | 0.5% | ||
| Q3 24 | 1.5% | 1.3% | ||
| Q2 24 | — | 0.7% | ||
| Q1 24 | 1.2% | 0.8% |
| Q4 25 | 2.81× | 1.63× | ||
| Q3 25 | 1.33× | 1.26× | ||
| Q2 25 | 3.65× | 4.59× | ||
| Q1 25 | 3.84× | — | ||
| Q4 24 | 7.16× | 1.68× | ||
| Q3 24 | 3.06× | 1.99× | ||
| Q2 24 | — | 3.06× | ||
| Q1 24 | -0.21× | — |
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
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |
TCMD
| Private Insurers | $57.6M | 56% |
| Medicare | $24.6M | 24% |
| Durable Medical Equipment Distributors | $14.1M | 14% |
| Veterans Administration | $7.3M | 7% |
