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Acadia Healthcare Company, Inc.(ACHC)とInstalled Building Products, Inc.(IBP)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
Acadia Healthcare Company, Inc.の直近四半期売上が大きい($829.0M vs $747.5M、Installed Building Products, Inc.の約1.1倍)。Installed Building Products, Inc.の純利益率が高く(10.2% vs 0.5%、差は9.7%)。Acadia Healthcare Company, Inc.の前年同期比売上増加率が高い(7.5% vs -0.4%)。過去8四半期でInstalled Building Products, Inc.の売上複合成長率が高い(3.9% vs 2.0%)
アカディア・ヘルスケアはアメリカ合衆国に本拠を置く営利目的の行動医療サービス提供企業です。現在アメリカ本土とプエルトリコにわたり225カ所以上の医療施設を運営し、広範な行動ヘルスケアネットワークを構築して、専門的なサービスを提供しています。
Installed Building Products, Inc.は米国の大手建築製品取付サービス企業で、断熱材、雨どい、ガレージドア、防火システム、窓装飾品などの取付サービスを提供し、住宅新築、改修、商業建築の各分野で米国の広範な地域に事業を展開しています。
ACHC vs IBP — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | ||
|---|---|---|
| 売上 | $829.0M | $747.5M |
| 純利益 | $4.5M | $76.6M |
| 粗利率 | — | 35.0% |
| 営業利益率 | — | 14.6% |
| 純利益率 | 0.5% | 10.2% |
| 売上前年比 | 7.5% | -0.4% |
| 純利益前年比 | -50.8% | 14.5% |
| EPS(希薄化後) | $0.05 | $2.81 |
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 | $829.0M | — | ||
| Q4 25 | $821.5M | $747.5M | ||
| Q3 25 | $851.6M | $778.2M | ||
| Q2 25 | $869.2M | $760.3M | ||
| Q1 25 | $770.5M | $684.8M | ||
| Q4 24 | $774.2M | $750.2M | ||
| Q3 24 | $815.6M | $760.6M | ||
| Q2 24 | $796.0M | $737.6M |
| Q1 26 | $4.5M | — | ||
| Q4 25 | $-1.2B | $76.6M | ||
| Q3 25 | $36.2M | $74.4M | ||
| Q2 25 | $30.1M | $69.0M | ||
| Q1 25 | $8.4M | $45.4M | ||
| Q4 24 | $32.6M | $66.9M | ||
| Q3 24 | $68.1M | $68.6M | ||
| Q2 24 | $78.5M | $65.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | 35.0% | ||
| Q3 25 | — | 34.0% | ||
| Q2 25 | — | 34.2% | ||
| Q1 25 | — | 32.7% | ||
| Q4 24 | — | 33.6% | ||
| Q3 24 | — | 33.8% | ||
| Q2 24 | — | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | 14.6% | ||
| Q3 25 | 4.7% | 13.7% | ||
| Q2 25 | 5.8% | 13.3% | ||
| Q1 25 | 1.7% | 10.2% | ||
| Q4 24 | 4.9% | 13.1% | ||
| Q3 24 | 12.1% | 13.3% | ||
| Q2 24 | 13.4% | 12.9% |
| Q1 26 | 0.5% | — | ||
| Q4 25 | -143.3% | 10.2% | ||
| Q3 25 | 4.3% | 9.6% | ||
| Q2 25 | 3.5% | 9.1% | ||
| Q1 25 | 1.1% | 6.6% | ||
| Q4 24 | 4.2% | 8.9% | ||
| Q3 24 | 8.4% | 9.0% | ||
| Q2 24 | 9.9% | 8.8% |
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-12.98 | $2.81 | ||
| Q3 25 | $0.40 | $2.74 | ||
| Q2 25 | $0.33 | $2.52 | ||
| Q1 25 | $0.09 | $1.64 | ||
| Q4 24 | $0.36 | $2.39 | ||
| Q3 24 | $0.74 | $2.44 | ||
| Q2 24 | $0.85 | $2.30 |
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 | $158.5M | $321.9M |
| 総負債低いほど良い | $2.5B | $886.6M |
| 株主資本純資産 | $2.0B | $709.9M |
| 総資産 | $5.5B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | 1.29× | 1.25× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $158.5M | — | ||
| Q4 25 | $133.2M | $321.9M | ||
| Q3 25 | $118.7M | $333.3M | ||
| Q2 25 | $131.4M | $305.2M | ||
| Q1 25 | $91.2M | $298.7M | ||
| Q4 24 | $76.3M | $327.6M | ||
| Q3 24 | $82.1M | $406.2M | ||
| Q2 24 | $77.2M | $380.3M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $886.6M | ||
| Q3 25 | $2.3B | $880.8M | ||
| Q2 25 | $2.3B | $876.1M | ||
| Q1 25 | $2.2B | $872.4M | ||
| Q4 24 | $2.0B | $874.8M | ||
| Q3 24 | $1.9B | $872.3M | ||
| Q2 24 | $1.8B | $875.8M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $709.9M | ||
| Q3 25 | $3.1B | $678.6M | ||
| Q2 25 | $3.1B | $664.5M | ||
| Q1 25 | $3.0B | $660.9M | ||
| Q4 24 | $3.1B | $705.3M | ||
| Q3 24 | $3.0B | $716.4M | ||
| Q2 24 | $3.0B | $685.3M |
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.5B | $2.1B | ||
| Q3 25 | $6.4B | $2.1B | ||
| Q2 25 | $6.3B | $2.0B | ||
| Q1 25 | $6.1B | $2.0B | ||
| Q4 24 | $6.0B | $2.1B | ||
| Q3 24 | $5.9B | $2.1B | ||
| Q2 24 | $5.7B | $2.0B |
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | 1.25× | ||
| Q3 25 | 0.74× | 1.30× | ||
| Q2 25 | 0.74× | 1.32× | ||
| Q1 25 | 0.72× | 1.32× | ||
| Q4 24 | 0.64× | 1.24× | ||
| Q3 24 | 0.62× | 1.22× | ||
| Q2 24 | 0.62× | 1.28× |
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 | $61.5M | $64.9M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $49.3M |
| FCFマージンFCF / 売上 | — | 6.6% |
| 設備投資強度設備投資 / 売上 | — | 2.1% |
| キャッシュ転換率営業CF / 純利益 | 13.78× | 0.85× |
| 直近12ヶ月FCF直近4四半期 | — | $300.8M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $64.9M | ||
| Q3 25 | $73.2M | $124.0M | ||
| Q2 25 | $133.5M | $90.4M | ||
| Q1 25 | $11.5M | $92.1M | ||
| Q4 24 | $116.7M | $74.8M | ||
| Q3 24 | $163.1M | $101.4M | ||
| Q2 24 | $171.1M | $79.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | $49.3M | ||
| Q3 25 | $-63.0M | $104.8M | ||
| Q2 25 | $-34.2M | $74.8M | ||
| Q1 25 | $-163.2M | $71.9M | ||
| Q4 24 | $-86.8M | $52.9M | ||
| Q3 24 | $-27.1M | $77.3M | ||
| Q2 24 | $16.9M | $58.2M |
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | 6.6% | ||
| Q3 25 | -7.4% | 13.5% | ||
| Q2 25 | -3.9% | 9.8% | ||
| Q1 25 | -21.2% | 10.5% | ||
| Q4 24 | -11.2% | 7.1% | ||
| Q3 24 | -3.3% | 10.2% | ||
| Q2 24 | 2.1% | 7.9% |
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 2.1% | ||
| Q3 25 | 16.0% | 2.5% | ||
| Q2 25 | 19.3% | 2.1% | ||
| Q1 25 | 22.7% | 2.9% | ||
| Q4 24 | 26.3% | 2.9% | ||
| Q3 24 | 23.3% | 3.2% | ||
| Q2 24 | 19.4% | 2.8% |
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | 0.85× | ||
| Q3 25 | 2.02× | 1.67× | ||
| Q2 25 | 4.43× | 1.31× | ||
| Q1 25 | 1.37× | 2.03× | ||
| Q4 24 | 3.58× | 1.12× | ||
| Q3 24 | 2.39× | 1.48× | ||
| Q2 24 | 2.18× | 1.21× |
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
ACHC
| Acute Inpatient Psychiatric Facilities | $471.0M | 57% |
| Other | $140.0M | 17% |
| Specialty Treatment Facilities | $128.0M | 15% |
| Residential Treatment Facilities | $90.0M | 11% |
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% |