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Ubiquiti Inc.（UI）とVontier Corp（VNT）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 $808.5M、Vontier Corpの約1.0倍）。Ubiquiti Inc.の純利益率が高く（28.7% vs 15.3%、差は13.4%）。Ubiquiti Inc.の前年同期比売上増加率が高い（35.8% vs 4.1%）。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 $174.8M）。過去8四半期でUbiquiti Inc.の売上複合成長率が高い（28.6% vs 3.4%）
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。
Vontierコーポレーションは米国ノースカロライナ州ローリーに本社を置く産業製造企業で、Gilbarco Veeder-Root、Matco Tools、Teletrac Navmanといったブランドを所有し、子会社にHennessy Industries、Gasboy、Global Traffic Technologies（GTT）などがあります。
UI vs VNT — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $814.9M | $808.5M |
| 純利益 | $233.6M | $123.5M |
| 粗利率 | 45.9% | — |
| 営業利益率 | 35.9% | 18.9% |
| 純利益率 | 28.7% | 15.3% |
| 売上前年比 | 35.8% | 4.1% |
| 純利益前年比 | 70.8% | 0.0% |
| EPS（希薄化後） | $3.86 | $0.85 |
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 | $808.5M | ||
| Q3 25 | $733.8M | $752.5M | ||
| Q2 25 | $759.2M | $773.5M | ||
| Q1 25 | $664.2M | $741.1M | ||
| Q4 24 | $599.9M | $776.8M | ||
| Q3 24 | $550.3M | $750.0M | ||
| Q2 24 | $507.5M | $696.4M | ||
| Q1 24 | $493.0M | $755.8M |
| Q4 25 | $233.6M | $123.5M | ||
| Q3 25 | $207.9M | $102.8M | ||
| Q2 25 | $266.7M | $91.9M | ||
| Q1 25 | $180.4M | $87.9M | ||
| Q4 24 | $136.8M | $123.5M | ||
| Q3 24 | $128.0M | $91.8M | ||
| Q2 24 | $103.8M | $70.1M | ||
| Q1 24 | $76.3M | $136.8M |
| Q4 25 | 45.9% | — | ||
| Q3 25 | 46.0% | 47.3% | ||
| Q2 25 | 45.1% | 47.9% | ||
| Q1 25 | 44.5% | 47.3% | ||
| Q4 24 | 41.2% | — | ||
| Q3 24 | 42.1% | 47.2% | ||
| Q2 24 | 40.2% | 48.2% | ||
| Q1 24 | 35.3% | 49.2% |
| Q4 25 | 35.9% | 18.9% | ||
| Q3 25 | 35.7% | 18.9% | ||
| Q2 25 | 34.4% | 17.6% | ||
| Q1 25 | 34.2% | 17.6% | ||
| Q4 24 | 29.8% | 19.2% | ||
| Q3 24 | 30.7% | 17.5% | ||
| Q2 24 | 27.3% | 16.4% | ||
| Q1 24 | 22.6% | 18.8% |
| Q4 25 | 28.7% | 15.3% | ||
| Q3 25 | 28.3% | 13.7% | ||
| Q2 25 | 35.1% | 11.9% | ||
| Q1 25 | 27.2% | 11.9% | ||
| Q4 24 | 22.8% | 15.9% | ||
| Q3 24 | 23.3% | 12.2% | ||
| Q2 24 | 20.5% | 10.1% | ||
| Q1 24 | 15.5% | 18.1% |
| Q4 25 | $3.86 | $0.85 | ||
| Q3 25 | $3.43 | $0.70 | ||
| Q2 25 | $4.40 | $0.62 | ||
| Q1 25 | $2.98 | $0.59 | ||
| Q4 24 | $2.26 | $0.82 | ||
| Q3 24 | $2.12 | $0.60 | ||
| Q2 24 | $1.72 | $0.45 | ||
| Q1 24 | $1.26 | $0.88 |
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 | $492.2M |
| 総負債低いほど良い | $47.5M | — |
| 株主資本純資産 | $1.0B | $1.2B |
| 総資産 | $1.6B | $4.4B |
| 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 | $492.2M | ||
| Q3 25 | $177.2M | $433.8M | ||
| Q2 25 | $149.7M | $364.2M | ||
| Q1 25 | $151.0M | $333.6M | ||
| Q4 24 | $133.1M | $356.4M | ||
| Q3 24 | $165.2M | $330.9M | ||
| Q2 24 | $126.3M | $331.3M | ||
| Q1 24 | $102.5M | $406.0M |
| 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 | $1.2B | ||
| Q3 25 | $828.4M | $1.2B | ||
| Q2 25 | $668.3M | $1.2B | ||
| Q1 25 | $436.1M | $1.1B | ||
| Q4 24 | $290.4M | $1.1B | ||
| Q3 24 | $188.1M | $1.0B | ||
| Q2 24 | $95.1M | $1.0B | ||
| Q1 24 | $25.9M | $984.9M |
| Q4 25 | $1.6B | $4.4B | ||
| Q3 25 | $1.5B | $4.4B | ||
| Q2 25 | $1.5B | $4.4B | ||
| Q1 25 | $1.3B | $4.3B | ||
| Q4 24 | $1.2B | $4.3B | ||
| Q3 24 | $1.2B | $4.3B | ||
| Q2 24 | $1.2B | $4.2B | ||
| Q1 24 | $1.2B | $4.3B |
| 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 | $190.1M |
| フリーキャッシュフロー営業CF - 設備投資 | $260.3M | $174.8M |
| FCFマージンFCF / 売上 | 31.9% | 21.6% |
| 設備投資強度設備投資 / 売上 | 0.4% | 1.9% |
| キャッシュ転換率営業CF / 純利益 | 1.13× | 1.54× |
| 直近12ヶ月FCF直近4四半期 | $699.5M | $441.1M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $263.9M | $190.1M | ||
| Q3 25 | $198.5M | $110.5M | ||
| Q2 25 | $130.4M | $100.0M | ||
| Q1 25 | $123.6M | $110.4M | ||
| Q4 24 | $152.4M | $168.1M | ||
| Q3 24 | $233.7M | $121.8M | ||
| Q2 24 | $231.4M | $46.1M | ||
| Q1 24 | $163.9M | $91.5M |
| Q4 25 | $260.3M | $174.8M | ||
| Q3 25 | $193.3M | $90.3M | ||
| Q2 25 | $125.2M | $83.3M | ||
| Q1 25 | $120.7M | $92.7M | ||
| Q4 24 | $150.4M | $148.0M | ||
| Q3 24 | $231.1M | $103.2M | ||
| Q2 24 | $229.5M | $22.3M | ||
| Q1 24 | $160.6M | $71.3M |
| Q4 25 | 31.9% | 21.6% | ||
| Q3 25 | 26.3% | 12.0% | ||
| Q2 25 | 16.5% | 10.8% | ||
| Q1 25 | 18.2% | 12.5% | ||
| Q4 24 | 25.1% | 19.1% | ||
| Q3 24 | 42.0% | 13.8% | ||
| Q2 24 | 45.2% | 3.2% | ||
| Q1 24 | 32.6% | 9.4% |
| Q4 25 | 0.4% | 1.9% | ||
| Q3 25 | 0.7% | 2.7% | ||
| Q2 25 | 0.7% | 2.2% | ||
| Q1 25 | 0.4% | 2.4% | ||
| Q4 24 | 0.3% | 2.6% | ||
| Q3 24 | 0.5% | 2.5% | ||
| Q2 24 | 0.4% | 3.4% | ||
| Q1 24 | 0.7% | 2.7% |
| Q4 25 | 1.13× | 1.54× | ||
| Q3 25 | 0.95× | 1.07× | ||
| Q2 25 | 0.49× | 1.09× | ||
| Q1 25 | 0.68× | 1.26× | ||
| Q4 24 | 1.11× | 1.36× | ||
| Q3 24 | 1.83× | 1.33× | ||
| Q2 24 | 2.23× | 0.66× | ||
| Q1 24 | 2.15× | 0.67× |
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% |
VNT
| Environmental Fueling Solutions Segment | $387.5M | 48% |
| Services | $191.0M | 24% |
| Repair Solutions Segment | $144.5M | 18% |
| Other | $85.5M | 11% |
