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USA Compression Partners, LP（USAC）とVERRA MOBILITY Corp（VRRM）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
USA Compression Partners, LPの直近四半期売上が大きい（$252.5M vs $223.6M、VERRA MOBILITY Corpの約1.1倍）。VERRA MOBILITY Corpの純利益率が高く（12.0% vs 11.0%、差は1.0%）。USA Compression Partners, LPの前年同期比売上増加率が高い（2.7% vs 0.1%）。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 $9.6M）。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 0.3%）
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。
Verra Mobility Corpは世界有数のスマートモビリティ技術ソリューションプロバイダーで、料金管理、駐車・交通規制執行、コネクテッドカーサービス、車両隊管理ツールを提供しています。主な顧客は政府交通機関、レンタカー事業者、商用車隊所有者、自動車業界パートナーで、事業は北米、欧州、アジア太平洋地域に展開しています。
USAC vs VRRM — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $252.5M | $223.6M |
| 純利益 | $27.8M | $26.7M |
| 粗利率 | — | — |
| 営業利益率 | 30.3% | 23.2% |
| 純利益率 | 11.0% | 12.0% |
| 売上前年比 | 2.7% | 0.1% |
| 純利益前年比 | 9.1% | -17.3% |
| EPS（希薄化後） | — | $0.17 |
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 | — | $223.6M | ||
| Q4 25 | $252.5M | $257.9M | ||
| Q3 25 | $250.3M | $261.9M | ||
| Q2 25 | $250.1M | $236.0M | ||
| Q1 25 | $245.2M | $223.3M | ||
| Q4 24 | $245.9M | $221.5M | ||
| Q3 24 | $240.0M | $225.6M | ||
| Q2 24 | $235.3M | $222.4M |
| Q1 26 | — | $26.7M | ||
| Q4 25 | $27.8M | $18.9M | ||
| Q3 25 | $34.5M | $46.8M | ||
| Q2 25 | $28.6M | $38.6M | ||
| Q1 25 | $20.5M | $32.3M | ||
| Q4 24 | $25.4M | $-66.7M | ||
| Q3 24 | $19.3M | $34.7M | ||
| Q2 24 | $31.2M | $34.2M |
| Q1 26 | — | 23.2% | ||
| Q4 25 | 30.3% | 16.7% | ||
| Q3 25 | 33.5% | 28.6% | ||
| Q2 25 | 30.6% | 26.8% | ||
| Q1 25 | 28.3% | 25.7% | ||
| Q4 24 | 30.3% | -19.6% | ||
| Q3 24 | 31.5% | 28.3% | ||
| Q2 24 | 32.9% | 27.5% |
| Q1 26 | — | 12.0% | ||
| Q4 25 | 11.0% | 7.3% | ||
| Q3 25 | 13.8% | 17.9% | ||
| Q2 25 | 11.4% | 16.3% | ||
| Q1 25 | 8.4% | 14.5% | ||
| Q4 24 | 10.3% | -30.1% | ||
| Q3 24 | 8.1% | 15.4% | ||
| Q2 24 | 13.3% | 15.4% |
| Q1 26 | — | $0.17 | ||
| Q4 25 | — | $0.12 | ||
| Q3 25 | — | $0.29 | ||
| Q2 25 | — | $0.24 | ||
| Q1 25 | — | $0.20 | ||
| Q4 24 | — | $-0.39 | ||
| Q3 24 | — | $0.21 | ||
| Q2 24 | — | $0.20 |
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 | $8.6M | $46.9M |
| 総負債低いほど良い | $2.5B | $34.1M |
| 株主資本純資産 | — | $272.0M |
| 総資産 | $2.6B | $1.7B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.13× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $46.9M | ||
| Q4 25 | $8.6M | $65.3M | ||
| Q3 25 | — | $196.1M | ||
| Q2 25 | $2.0K | $147.7M | ||
| Q1 25 | $2.0K | $108.5M | ||
| Q4 24 | $14.0K | $77.6M | ||
| Q3 24 | $79.0K | $206.1M | ||
| Q2 24 | $9.0K | $122.0M |
| Q1 26 | — | $34.1M | ||
| Q4 25 | $2.5B | $1.0B | ||
| Q3 25 | $2.5B | $1.0B | ||
| Q2 25 | $2.5B | $1.0B | ||
| Q1 25 | $2.5B | $1.0B | ||
| Q4 24 | $2.5B | $1.0B | ||
| Q3 24 | $2.5B | $1.0B | ||
| Q2 24 | $2.5B | $1.0B |
| Q1 26 | — | $272.0M | ||
| Q4 25 | — | $293.0M | ||
| Q3 25 | — | $403.1M | ||
| Q2 25 | — | $352.1M | ||
| Q1 25 | — | $299.6M | ||
| Q4 24 | — | $265.1M | ||
| Q3 24 | — | $486.5M | ||
| Q2 24 | — | $438.6M |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $2.6B | $1.6B | ||
| Q3 25 | $2.7B | $1.8B | ||
| Q2 25 | $2.7B | $1.7B | ||
| Q1 25 | $2.7B | $1.6B | ||
| Q4 24 | $2.7B | $1.6B | ||
| Q3 24 | $2.8B | $1.9B | ||
| Q2 24 | $2.8B | $1.8B |
| Q1 26 | — | 0.13× | ||
| Q4 25 | — | 3.51× | ||
| Q3 25 | — | 2.55× | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | — | 3.45× | ||
| Q4 24 | — | 3.90× | ||
| Q3 24 | — | 2.13× | ||
| Q2 24 | — | 2.36× |
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 | $139.5M | $40.8M |
| フリーキャッシュフロー営業CF - 設備投資 | $87.7M | $9.6M |
| FCFマージンFCF / 売上 | 34.8% | 4.3% |
| 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 | 5.02× | 1.53× |
| 直近12ヶ月FCF直近4四半期 | $277.0M | $104.6M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $40.8M | ||
| Q4 25 | $139.5M | $40.0M | ||
| Q3 25 | $75.9M | $77.7M | ||
| Q2 25 | $124.2M | $75.1M | ||
| Q1 25 | $54.7M | $63.0M | ||
| Q4 24 | $130.2M | $40.5M | ||
| Q3 24 | $48.5M | $108.8M | ||
| Q2 24 | $96.7M | $40.0M |
| Q1 26 | — | $9.6M | ||
| Q4 25 | $87.7M | $5.7M | ||
| Q3 25 | $51.9M | $49.0M | ||
| Q2 25 | $101.1M | $40.3M | ||
| Q1 25 | $36.3M | $41.7M | ||
| Q4 24 | $101.2M | $21.6M | ||
| Q3 24 | $19.8M | $85.1M | ||
| Q2 24 | $48.2M | $26.0M |
| Q1 26 | — | 4.3% | ||
| Q4 25 | 34.8% | 2.2% | ||
| Q3 25 | 20.7% | 18.7% | ||
| Q2 25 | 40.4% | 17.1% | ||
| Q1 25 | 14.8% | 18.7% | ||
| Q4 24 | 41.1% | 9.8% | ||
| Q3 24 | 8.2% | 37.7% | ||
| Q2 24 | 20.5% | 11.7% |
| Q1 26 | — | — | ||
| Q4 25 | 20.5% | 13.3% | ||
| Q3 25 | 9.6% | 11.0% | ||
| Q2 25 | 9.3% | 14.8% | ||
| Q1 25 | 7.5% | 9.5% | ||
| Q4 24 | 11.8% | 8.5% | ||
| Q3 24 | 12.0% | 10.5% | ||
| Q2 24 | 20.6% | 6.3% |
| Q1 26 | — | 1.53× | ||
| Q4 25 | 5.02× | 2.12× | ||
| Q3 25 | 2.20× | 1.66× | ||
| Q2 25 | 4.35× | 1.95× | ||
| Q1 25 | 2.66× | 1.95× | ||
| Q4 24 | 5.12× | — | ||
| Q3 24 | 2.51× | 3.13× | ||
| Q2 24 | 3.10× | 1.17× |
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
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% |
VRRM
| Government Solutions segment generated total | $105.3M | 47% |
| Commercial Services segment generated total | $97.8M | 44% |
| Parking Solutions segment generated total | $20.4M | 9% |
