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Automatic Data Processing(ADP)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
Automatic Data Processingの直近四半期売上が大きい($5.4B vs $747.5M、Installed Building Products, Inc.の約7.2倍)。Automatic Data Processingの純利益率が高く(19.8% vs 10.2%、差は9.6%)。Automatic Data Processingの前年同期比売上増加率が高い(6.2% 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 1.0%)
ADP(オートマティック・データ・プロセッシング)は米国ニュージャージー州ローズランドに本社を置く多国籍企業で、クラウド型人事管理、給与計算処理、PEO(プロフェッショナル・エンプロイヤー・オーガニゼーション)サービスなどを提供する世界的な人事サービス大手企業です。
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。
ADP vs IBP — 直接比較
損益計算書 — Q2 2026 vs Q4 2025
| 指標 | ||
|---|---|---|
| 売上 | $5.4B | $747.5M |
| 純利益 | $1.1B | $76.6M |
| 粗利率 | 46.1% | 35.0% |
| 営業利益率 | 25.8% | 14.6% |
| 純利益率 | 19.8% | 10.2% |
| 売上前年比 | 6.2% | -0.4% |
| 純利益前年比 | 10.3% | 14.5% |
| EPS(希薄化後) | $2.62 | $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
| Q4 25 | $5.4B | $747.5M | ||
| Q3 25 | $5.2B | $778.2M | ||
| Q2 25 | $5.1B | $760.3M | ||
| Q1 25 | $5.6B | $684.8M | ||
| Q4 24 | $5.0B | $750.2M | ||
| Q3 24 | $4.8B | $760.6M | ||
| Q2 24 | $4.8B | $737.6M | ||
| Q1 24 | $5.3B | $692.9M |
| Q4 25 | $1.1B | $76.6M | ||
| Q3 25 | $1.0B | $74.4M | ||
| Q2 25 | $910.7M | $69.0M | ||
| Q1 25 | $1.2B | $45.4M | ||
| Q4 24 | $963.2M | $66.9M | ||
| Q3 24 | $956.3M | $68.6M | ||
| Q2 24 | $829.3M | $65.2M | ||
| Q1 24 | $1.2B | $55.9M |
| Q4 25 | 46.1% | 35.0% | ||
| Q3 25 | 45.2% | 34.0% | ||
| Q2 25 | 45.1% | 34.2% | ||
| Q1 25 | 47.7% | 32.7% | ||
| Q4 24 | 45.7% | 33.6% | ||
| Q3 24 | 45.5% | 33.8% | ||
| Q2 24 | 44.8% | 34.1% | ||
| Q1 24 | 47.3% | 33.8% |
| Q4 25 | 25.8% | 14.6% | ||
| Q3 25 | 25.3% | 13.7% | ||
| Q2 25 | 23.2% | 13.3% | ||
| Q1 25 | 29.2% | 10.2% | ||
| Q4 24 | 25.0% | 13.1% | ||
| Q3 24 | 25.6% | 13.3% | ||
| Q2 24 | 22.8% | 12.9% | ||
| Q1 24 | 29.4% | 12.7% |
| Q4 25 | 19.8% | 10.2% | ||
| Q3 25 | 19.6% | 9.6% | ||
| Q2 25 | 17.8% | 9.1% | ||
| Q1 25 | 22.5% | 6.6% | ||
| Q4 24 | 19.1% | 8.9% | ||
| Q3 24 | 19.8% | 9.0% | ||
| Q2 24 | 17.4% | 8.8% | ||
| Q1 24 | 22.6% | 8.1% |
| Q4 25 | $2.62 | $2.81 | ||
| Q3 25 | $2.49 | $2.74 | ||
| Q2 25 | $2.23 | $2.52 | ||
| Q1 25 | $3.06 | $1.64 | ||
| Q4 24 | $2.35 | $2.39 | ||
| Q3 24 | $2.34 | $2.44 | ||
| Q2 24 | $2.01 | $2.30 | ||
| Q1 24 | $2.88 | $1.97 |
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 | $2.5B | $321.9M |
| 総負債低いほど良い | — | $886.6M |
| 株主資本純資産 | $6.4B | $709.9M |
| 総資産 | $84.6B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | — | 1.25× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $2.5B | $321.9M | ||
| Q3 25 | $7.9B | $333.3M | ||
| Q2 25 | $7.8B | $305.2M | ||
| Q1 25 | $2.7B | $298.7M | ||
| Q4 24 | $2.2B | $327.6M | ||
| Q3 24 | $7.3B | $406.2M | ||
| Q2 24 | $3.3B | $380.3M | ||
| Q1 24 | $3.3B | $399.9M |
| 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 | $6.4B | $709.9M | ||
| Q3 25 | $6.4B | $678.6M | ||
| Q2 25 | $6.2B | $664.5M | ||
| Q1 25 | $5.9B | $660.9M | ||
| Q4 24 | $5.1B | $705.3M | ||
| Q3 24 | $5.3B | $716.4M | ||
| Q2 24 | $4.5B | $685.3M | ||
| Q1 24 | $4.6B | $679.2M |
| Q4 25 | $84.6B | $2.1B | ||
| Q3 25 | $54.3B | $2.1B | ||
| Q2 25 | $53.4B | $2.0B | ||
| Q1 25 | $56.4B | $2.0B | ||
| Q4 24 | $64.1B | $2.1B | ||
| Q3 24 | $49.5B | $2.1B | ||
| Q2 24 | $54.4B | $2.0B | ||
| Q1 24 | $64.2B | $2.0B |
| 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× |
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 | $1.1B | $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 | 1.07× | 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
| Q4 25 | $1.1B | $64.9M | ||
| Q3 25 | $642.3M | $124.0M | ||
| Q2 25 | $1.4B | $90.4M | ||
| Q1 25 | $1.5B | $92.1M | ||
| Q4 24 | $1.2B | $74.8M | ||
| Q3 24 | $824.4M | $101.4M | ||
| Q2 24 | $1.3B | $79.0M | ||
| Q1 24 | $1.5B | $84.8M |
| Q4 25 | — | $49.3M | ||
| Q3 25 | — | $104.8M | ||
| Q2 25 | — | $74.8M | ||
| Q1 25 | — | $71.9M | ||
| Q4 24 | — | $52.9M | ||
| Q3 24 | — | $77.3M | ||
| Q2 24 | — | $58.2M | ||
| Q1 24 | — | $63.0M |
| Q4 25 | — | 6.6% | ||
| Q3 25 | — | 13.5% | ||
| Q2 25 | — | 9.8% | ||
| Q1 25 | — | 10.5% | ||
| Q4 24 | — | 7.1% | ||
| Q3 24 | — | 10.2% | ||
| Q2 24 | — | 7.9% | ||
| Q1 24 | — | 9.1% |
| Q4 25 | — | 2.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 2.8% | ||
| Q1 24 | — | 3.1% |
| Q4 25 | 1.07× | 0.85× | ||
| Q3 25 | 0.63× | 1.67× | ||
| Q2 25 | 1.58× | 1.31× | ||
| Q1 25 | 1.22× | 2.03× | ||
| Q4 24 | 1.19× | 1.12× | ||
| Q3 24 | 0.86× | 1.48× | ||
| Q2 24 | 1.57× | 1.21× | ||
| Q1 24 | 1.26× | 1.52× |
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
ADP
| HCM | $2.2B | 42% |
| PEO Zero Margin Benefits Pass Throughs | $1.1B | 21% |
| HRO | $979.3M | 18% |
| Global | $709.3M | 13% |
| Interest On Funds Held For Clients | $308.6M | 6% |
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% |