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Albany International Corp.

NYSE•AIN
CEO: Mr. Gunnar Kleveland
セクター: Consumer Cyclical
業種: Apparel - Manufacturers
上場日: 1987-09-30
Albany International Corp., together with its subsidiaries, engages in the machine clothing and engineered composites businesses. The company operates in two segments, Machine Clothing (MC) and Albany Engineered Composites (AEC). The MC segment designs, manufactures, and markets paper machine clothing for use in the manufacturing of papers, paperboards, tissues, towels, pulps, nonwovens, building products, tannery, and textiles, as well as fiber cement and several other industrial applications. This segment offers paper machine clothing forming, pressing, and drying fabrics, as well as engineered processing belts; and engineered fabrics. The AEC segment 3D-woven and injected composite components for aircraft engines composite airframe and engine components for military and commercial aircraft. It operates in the United States, Switzerland, France, Brazil, China, Mexico, Germany, and internationally. The company was incorporated in 1895 and is headquartered in Rochester, New Hampshire.
連絡先情報
216 Airport Drive, Rochester, NH, 03867, United States
603-330-5800
www.albint.com
時価総額
$1.68B
PER (TTM)
-29.1
25
配当利回り
1.9%
52週高値
$75.16
52週安値
$41.15
52週レンジ
51%
順位41Top 44.9%
4.0
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$321.21M+0.00%
直近4四半期の推移

EPS

$0.49+0.00%
直近4四半期の推移

フリーCF

$51.43M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Net Revenue Declined 3.9% Total net revenues decreased 3.9% to $1.183 B in 2025, driven by MC demand reduction in Asia and AEC adjustments.
Gross Profit Margin Compressed Gross profit fell to $243.9 M from $401.8 M; margin compressed to 20.6% due to AEC contract profitability revisions.
AEC Reports Operating Loss AEC segment reported operating loss of $145.1 M in 2025, a sharp reversal from $11.6 M income previous year.
Strategic Review Announced Company announced strategic review for structures assembly business located in Salt Lake City during Q4 2025.

リスク要因

AEC Long-Term Contract Risks AEC recorded $165.8 M negative profitability adjustment on CH-53K contracts, severely impacting 2025 operating results.
Paper Industry Demand Softness Publication paper demand continues structural decline; macroeconomic pressures increase labor, raw material, and logistics costs company-wide.
SAFRAN Customer Concentration Sales to SAFRAN represented 15% of consolidated net revenues in 2025; contract termination poses material risk.
Geopolitical Supply Chain Disruption Ongoing conflicts increase raw material, energy, and logistics costs, potentially hindering production continuity across both segments.

見通し

AEC Focus Shift Strategy AEC structures assembly business undergoing strategic review; segment will focus on higher-margin 3D woven technology opportunities.
MC Future Earnings Improvement MC segment expects future earnings growth driven by pressing market innovations, manufacturing efficiencies, and strict cost controls.
Sustainability Goals Commitment Targeting 50% reduction in Scope 1 and 2 emissions by 2030; zero waste to landfill goal set for 2030.
New Ventures Investment Pillar Investments in New Business Ventures are a pillar for future growth, though meaningful revenue impact is not expected until 2027.

同業比較

売上高 (TTM)

UAA stock ticker logoUAA
$4.98B
-6.4%
MODG stock ticker logoMODG
$3.50B
-17.3%
PSNY stock ticker logoPSNY
$2.55B
+23.5%

粗利益率 (最新四半期)

WINA stock ticker logoWINA
96.3%
+0.1pp
GOOS stock ticker logoGOOS
74.0%
+1.1pp
MCW stock ticker logoMCW
62.5%
+12.1pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
UAA$2.82B-5.4-29.5%48.5%
MODG$2.70B-40.8-2.5%65.9%
MCW$2.30B22.29.5%30.7%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
3.6%
緩やかな成長
4四半期純利益CAGR
-7.2%
収益性の低下
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月28日
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EPS:-
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売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし