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Ubiquiti Inc.（UI）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
Ubiquiti Inc.の直近四半期売上が大きい（$814.9M vs $790.2M、UNITED THERAPEUTICS Corpの約1.0倍）。UNITED THERAPEUTICS Corpの純利益率が高く（46.1% vs 28.7%、差は17.4%）。Ubiquiti Inc.の前年同期比売上増加率が高い（35.8% vs 7.4%）。Ubiquiti Inc.の直近四半期フリーキャッシュフローが多い（$260.3M vs $173.3M）。過去8四半期でUbiquiti Inc.の売上複合成長率が高い（28.6% vs 8.0%）
Ubiquiti Inc.は2003年に米国カリフォルニア州サンノゼで設立されたテクノロジー企業で、現在はニューヨークに本社を置いています。複数のブランドを展開し、企業および一般家庭向けの有線・無線データ通信機器の製造・販売を事業の柱としています。
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。
UI vs UTHR — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $814.9M | $790.2M |
| 純利益 | $233.6M | $364.3M |
| 粗利率 | 45.9% | 86.9% |
| 営業利益率 | 35.9% | 45.1% |
| 純利益率 | 28.7% | 46.1% |
| 売上前年比 | 35.8% | 7.4% |
| 純利益前年比 | 70.8% | 20.9% |
| EPS（希薄化後） | $3.86 | $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 | $814.9M | $790.2M | ||
| Q3 25 | $733.8M | $799.5M | ||
| Q2 25 | $759.2M | $798.6M | ||
| Q1 25 | $664.2M | $794.4M | ||
| Q4 24 | $599.9M | $735.9M | ||
| Q3 24 | $550.3M | $748.9M | ||
| Q2 24 | $507.5M | $714.9M | ||
| Q1 24 | $493.0M | $677.7M |
| Q4 25 | $233.6M | $364.3M | ||
| Q3 25 | $207.9M | $338.7M | ||
| Q2 25 | $266.7M | $309.5M | ||
| Q1 25 | $180.4M | $322.2M | ||
| Q4 24 | $136.8M | $301.3M | ||
| Q3 24 | $128.0M | $309.1M | ||
| Q2 24 | $103.8M | $278.1M | ||
| Q1 24 | $76.3M | $306.6M |
| Q4 25 | 45.9% | 86.9% | ||
| Q3 25 | 46.0% | 87.4% | ||
| Q2 25 | 45.1% | 89.0% | ||
| Q1 25 | 44.5% | 88.4% | ||
| Q4 24 | 41.2% | 89.7% | ||
| Q3 24 | 42.1% | 88.9% | ||
| Q2 24 | 40.2% | 89.1% | ||
| Q1 24 | 35.3% | 89.2% |
| Q4 25 | 35.9% | 45.1% | ||
| Q3 25 | 35.7% | 48.6% | ||
| Q2 25 | 34.4% | 45.6% | ||
| Q1 25 | 34.2% | 48.2% | ||
| Q4 24 | 29.8% | 48.6% | ||
| Q3 24 | 30.7% | 45.8% | ||
| Q2 24 | 27.3% | 44.7% | ||
| Q1 24 | 22.6% | 52.6% |
| Q4 25 | 28.7% | 46.1% | ||
| Q3 25 | 28.3% | 42.4% | ||
| Q2 25 | 35.1% | 38.8% | ||
| Q1 25 | 27.2% | 40.6% | ||
| Q4 24 | 22.8% | 40.9% | ||
| Q3 24 | 23.3% | 41.3% | ||
| Q2 24 | 20.5% | 38.9% | ||
| Q1 24 | 15.5% | 45.2% |
| Q4 25 | $3.86 | $7.66 | ||
| Q3 25 | $3.43 | $7.16 | ||
| Q2 25 | $4.40 | $6.41 | ||
| Q1 25 | $2.98 | $6.63 | ||
| Q4 24 | $2.26 | $6.23 | ||
| Q3 24 | $2.12 | $6.39 | ||
| Q2 24 | $1.72 | $5.85 | ||
| Q1 24 | $1.26 | $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 | $302.8M | $2.9B |
| 総負債低いほど良い | $47.5M | — |
| 株主資本純資産 | $1.0B | $7.1B |
| 総資産 | $1.6B | $7.9B |
| 負債/資本比率低いほどレバレッジが低い | 0.05× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $302.8M | $2.9B | ||
| Q3 25 | $177.2M | $2.8B | ||
| Q2 25 | $149.7M | $3.0B | ||
| Q1 25 | $151.0M | $3.3B | ||
| Q4 24 | $133.1M | $3.3B | ||
| Q3 24 | $165.2M | $3.3B | ||
| Q2 24 | $126.3M | $3.0B | ||
| Q1 24 | $102.5M | $2.7B |
| Q4 25 | $47.5M | — | ||
| Q3 25 | $133.8M | — | ||
| Q2 25 | $250.0M | — | ||
| Q1 25 | $340.0M | — | ||
| Q4 24 | $406.3M | — | ||
| Q3 24 | $552.5M | — | ||
| Q2 24 | $708.1M | — | ||
| Q1 24 | $877.5M | — |
| Q4 25 | $1.0B | $7.1B | ||
| Q3 25 | $828.4M | $6.6B | ||
| Q2 25 | $668.3M | $7.2B | ||
| Q1 25 | $436.1M | $6.8B | ||
| Q4 24 | $290.4M | $6.4B | ||
| Q3 24 | $188.1M | $6.1B | ||
| Q2 24 | $95.1M | $5.7B | ||
| Q1 24 | $25.9M | $5.3B |
| Q4 25 | $1.6B | $7.9B | ||
| Q3 25 | $1.5B | $7.4B | ||
| Q2 25 | $1.5B | $7.9B | ||
| Q1 25 | $1.3B | $7.7B | ||
| Q4 24 | $1.2B | $7.4B | ||
| Q3 24 | $1.2B | $7.1B | ||
| Q2 24 | $1.2B | $6.7B | ||
| Q1 24 | $1.2B | $6.5B |
| Q4 25 | 0.05× | — | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.37× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 1.40× | — | ||
| Q3 24 | 2.94× | — | ||
| Q2 24 | 7.45× | — | ||
| Q1 24 | 33.92× | — |
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 | $263.9M | $346.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $260.3M | $173.3M |
| FCFマージンFCF / 売上 | 31.9% | 21.9% |
| 設備投資強度設備投資 / 売上 | 0.4% | 21.9% |
| キャッシュ転換率営業CF / 純利益 | 1.13× | 0.95× |
| 直近12ヶ月FCF直近4四半期 | $699.5M | $1.0B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $263.9M | $346.2M | ||
| Q3 25 | $198.5M | $562.1M | ||
| Q2 25 | $130.4M | $191.7M | ||
| Q1 25 | $123.6M | $461.2M | ||
| Q4 24 | $152.4M | $341.2M | ||
| Q3 24 | $233.7M | $377.2M | ||
| Q2 24 | $231.4M | $232.2M | ||
| Q1 24 | $163.9M | $376.5M |
| Q4 25 | $260.3M | $173.3M | ||
| Q3 25 | $193.3M | $351.6M | ||
| Q2 25 | $125.2M | $129.5M | ||
| Q1 25 | $120.7M | $386.3M | ||
| Q4 24 | $150.4M | $254.5M | ||
| Q3 24 | $231.1M | $300.7M | ||
| Q2 24 | $229.5M | $187.1M | ||
| Q1 24 | $160.6M | $338.3M |
| Q4 25 | 31.9% | 21.9% | ||
| Q3 25 | 26.3% | 44.0% | ||
| Q2 25 | 16.5% | 16.2% | ||
| Q1 25 | 18.2% | 48.6% | ||
| Q4 24 | 25.1% | 34.6% | ||
| Q3 24 | 42.0% | 40.2% | ||
| Q2 24 | 45.2% | 26.2% | ||
| Q1 24 | 32.6% | 49.9% |
| Q4 25 | 0.4% | 21.9% | ||
| Q3 25 | 0.7% | 26.3% | ||
| Q2 25 | 0.7% | 7.8% | ||
| Q1 25 | 0.4% | 9.4% | ||
| Q4 24 | 0.3% | 11.8% | ||
| Q3 24 | 0.5% | 10.2% | ||
| Q2 24 | 0.4% | 6.3% | ||
| Q1 24 | 0.7% | 5.6% |
| Q4 25 | 1.13× | 0.95× | ||
| Q3 25 | 0.95× | 1.66× | ||
| Q2 25 | 0.49× | 0.62× | ||
| Q1 25 | 0.68× | 1.43× | ||
| Q4 24 | 1.11× | 1.13× | ||
| Q3 24 | 1.83× | 1.22× | ||
| Q2 24 | 2.23× | 0.83× | ||
| Q1 24 | 2.15× | 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
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
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% |
