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Side-by-side financial comparison of Installed Building Products, Inc. (IBP) and Nutanix, Inc. (NTNX). Click either name above to swap in a different company.
Installed Building Products, Inc. is the larger business by last-quarter revenue ($747.5M vs $670.6M, roughly 1.1× Nutanix, Inc.). Installed Building Products, Inc. runs the higher net margin — 10.2% vs 9.3%, a 1.0% gap on every dollar of revenue. On growth, Nutanix, Inc. posted the faster year-over-year revenue change (13.5% vs -0.4%). Nutanix, Inc. produced more free cash flow last quarter ($174.5M vs $49.3M). Over the past eight quarters, Nutanix, Inc.'s revenue compounded faster (8.9% CAGR vs 3.9%).
Installed Building Products, Inc. is a leading US-based provider of professional installation services for building products. Core offerings include insulation, gutters, garage doors, fire protection systems and window treatments, serving residential new construction, repair & remodel, and commercial construction segments across most US regions.
Nutanix, Inc. is an American cloud computing company that sells software for datacenters and hybrid multi-cloud deployments. This includes software for virtualization, Kubernetes, database-as-a-service, software-defined networking, security, as well as software-defined storage for file, object, and block storage.
IBP vs NTNX — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $747.5M | $670.6M |
| Net Profit | $76.6M | $62.1M |
| Gross Margin | 35.0% | 87.0% |
| Operating Margin | 14.6% | 7.4% |
| Net Margin | 10.2% | 9.3% |
| Revenue YoY | -0.4% | 13.5% |
| Net Profit YoY | 14.5% | 107.5% |
| EPS (diluted) | $2.81 | $0.21 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $747.5M | $670.6M | ||
| Q3 25 | $778.2M | $653.3M | ||
| Q2 25 | $760.3M | $639.0M | ||
| Q1 25 | $684.8M | $654.7M | ||
| Q4 24 | $750.2M | $591.0M | ||
| Q3 24 | $760.6M | $548.0M | ||
| Q2 24 | $737.6M | $524.6M | ||
| Q1 24 | $692.9M | $565.2M |
| Q4 25 | $76.6M | $62.1M | ||
| Q3 25 | $74.4M | $38.6M | ||
| Q2 25 | $69.0M | $63.4M | ||
| Q1 25 | $45.4M | $56.4M | ||
| Q4 24 | $66.9M | $29.9M | ||
| Q3 24 | $68.6M | $-126.1M | ||
| Q2 24 | $65.2M | $-15.6M | ||
| Q1 24 | $55.9M | $32.8M |
| Q4 25 | 35.0% | 87.0% | ||
| Q3 25 | 34.0% | 87.2% | ||
| Q2 25 | 34.2% | 87.0% | ||
| Q1 25 | 32.7% | 87.0% | ||
| Q4 24 | 33.6% | 86.0% | ||
| Q3 24 | 33.8% | 85.2% | ||
| Q2 24 | 34.1% | 84.8% | ||
| Q1 24 | 33.8% | 85.6% |
| Q4 25 | 14.6% | 7.4% | ||
| Q3 25 | 13.7% | 4.8% | ||
| Q2 25 | 13.3% | 7.6% | ||
| Q1 25 | 10.2% | 10.0% | ||
| Q4 24 | 13.1% | 4.6% | ||
| Q3 24 | 13.3% | -2.2% | ||
| Q2 24 | 12.9% | -2.2% | ||
| Q1 24 | 12.7% | 6.6% |
| Q4 25 | 10.2% | 9.3% | ||
| Q3 25 | 9.6% | 5.9% | ||
| Q2 25 | 9.1% | 9.9% | ||
| Q1 25 | 6.6% | 8.6% | ||
| Q4 24 | 8.9% | 5.1% | ||
| Q3 24 | 9.0% | -23.0% | ||
| Q2 24 | 8.8% | -3.0% | ||
| Q1 24 | 8.1% | 5.8% |
| Q4 25 | $2.81 | $0.21 | ||
| Q3 25 | $2.74 | $0.14 | ||
| Q2 25 | $2.52 | $0.22 | ||
| Q1 25 | $1.64 | $0.19 | ||
| Q4 24 | $2.39 | $0.10 | ||
| Q3 24 | $2.44 | $-0.50 | ||
| Q2 24 | $2.30 | $-0.06 | ||
| Q1 24 | $1.97 | $0.12 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $321.9M | $780.4M |
| Total DebtLower is stronger | $886.6M | — |
| Stockholders' EquityBook value | $709.9M | $-668.6M |
| Total Assets | $2.1B | $3.3B |
| Debt / EquityLower = less leverage | 1.25× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $321.9M | $780.4M | ||
| Q3 25 | $333.3M | $769.5M | ||
| Q2 25 | $305.2M | $872.6M | ||
| Q1 25 | $298.7M | $1.1B | ||
| Q4 24 | $327.6M | $716.6M | ||
| Q3 24 | $406.2M | $655.3M | ||
| Q2 24 | $380.3M | $598.0M | ||
| Q1 24 | $399.9M | $679.2M |
| Q4 25 | $886.6M | — | ||
| Q3 25 | $880.8M | — | ||
| Q2 25 | $876.1M | — | ||
| Q1 25 | $872.4M | — | ||
| Q4 24 | $874.8M | — | ||
| Q3 24 | $872.3M | — | ||
| Q2 24 | $875.8M | — | ||
| Q1 24 | $875.0M | — |
| Q4 25 | $709.9M | $-668.6M | ||
| Q3 25 | $678.6M | $-694.5M | ||
| Q2 25 | $664.5M | $-711.4M | ||
| Q1 25 | $660.9M | $-807.7M | ||
| Q4 24 | $705.3M | $-685.3M | ||
| Q3 24 | $716.4M | $-728.1M | ||
| Q2 24 | $685.3M | $-619.5M | ||
| Q1 24 | $679.2M | $-611.7M |
| Q4 25 | $2.1B | $3.3B | ||
| Q3 25 | $2.1B | $3.3B | ||
| Q2 25 | $2.0B | $3.1B | ||
| Q1 25 | $2.0B | $3.0B | ||
| Q4 24 | $2.1B | $2.2B | ||
| Q3 24 | $2.1B | $2.1B | ||
| Q2 24 | $2.0B | $2.8B | ||
| Q1 24 | $2.0B | $2.7B |
| Q4 25 | 1.25× | — | ||
| Q3 25 | 1.30× | — | ||
| Q2 25 | 1.32× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 1.24× | — | ||
| Q3 24 | 1.22× | — | ||
| Q2 24 | 1.28× | — | ||
| Q1 24 | 1.29× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $64.9M | $196.8M |
| Free Cash FlowOCF − Capex | $49.3M | $174.5M |
| FCF MarginFCF / Revenue | 6.6% | 26.0% |
| Capex IntensityCapex / Revenue | 2.1% | 3.3% |
| Cash ConversionOCF / Net Profit | 0.85× | 3.17× |
| TTM Free Cash FlowTrailing 4 quarters | $300.8M | $772.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.9M | $196.8M | ||
| Q3 25 | $124.0M | $219.5M | ||
| Q2 25 | $90.4M | $218.5M | ||
| Q1 25 | $92.1M | $221.7M | ||
| Q4 24 | $74.8M | $161.8M | ||
| Q3 24 | $101.4M | $244.7M | ||
| Q2 24 | $79.0M | $96.4M | ||
| Q1 24 | $84.8M | $186.4M |
| Q4 25 | $49.3M | $174.5M | ||
| Q3 25 | $104.8M | $207.8M | ||
| Q2 25 | $74.8M | $203.4M | ||
| Q1 25 | $71.9M | $187.1M | ||
| Q4 24 | $52.9M | $151.9M | ||
| Q3 24 | $77.3M | $224.3M | ||
| Q2 24 | $58.2M | $78.3M | ||
| Q1 24 | $63.0M | $162.6M |
| Q4 25 | 6.6% | 26.0% | ||
| Q3 25 | 13.5% | 31.8% | ||
| Q2 25 | 9.8% | 31.8% | ||
| Q1 25 | 10.5% | 28.6% | ||
| Q4 24 | 7.1% | 25.7% | ||
| Q3 24 | 10.2% | 40.9% | ||
| Q2 24 | 7.9% | 14.9% | ||
| Q1 24 | 9.1% | 28.8% |
| Q4 25 | 2.1% | 3.3% | ||
| Q3 25 | 2.5% | 1.8% | ||
| Q2 25 | 2.1% | 2.4% | ||
| Q1 25 | 2.9% | 5.3% | ||
| Q4 24 | 2.9% | 1.7% | ||
| Q3 24 | 3.2% | 3.7% | ||
| Q2 24 | 2.8% | 3.4% | ||
| Q1 24 | 3.1% | 4.2% |
| Q4 25 | 0.85× | 3.17× | ||
| Q3 25 | 1.67× | 5.68× | ||
| Q2 25 | 1.31× | 3.45× | ||
| Q1 25 | 2.03× | 3.93× | ||
| Q4 24 | 1.12× | 5.41× | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.21× | — | ||
| Q1 24 | 1.52× | 5.68× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
NTNX
| Services | $335.5M | 50% |
| Subscriptionand Circulation Software Entitlementand Support Subscription | $320.8M | 48% |
| Other | $14.3M | 2% |
