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アルベマール（ALB）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
アルベマールの直近四半期売上が大きい（$1.4B vs $747.5M、Installed Building Products, Inc.の約1.9倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs -29.0%、差は39.3%）。アルベマールの前年同期比売上増加率が高い（15.9% vs -0.4%）。アルベマールの直近四半期フリーキャッシュフローが多い（$233.1M vs $49.3M）。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 2.4%）
アルベマール社は世界中で特殊化学品の開発・製造・販売を行う企業で、リチウム、臭素、触媒の3事業セグメントを運営している。リチウム部門は炭酸リチウム、水酸化リチウム、塩化リチウムなどのリチウム化合物や試薬を提供し、製品は民生電子機器、電気自動車用リチウム電池、高性能グリース、熱可塑性エラストマーなどの分野に活用されている。
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。
ALB vs IBP — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.4B | $747.5M |
| 純利益 | $-414.2M | $76.6M |
| 粗利率 | 13.9% | 35.0% |
| 営業利益率 | -15.2% | 14.6% |
| 純利益率 | -29.0% | 10.2% |
| 売上前年比 | 15.9% | -0.4% |
| 純利益前年比 | -650.1% | 14.5% |
| EPS（希薄化後） | $-3.88 | $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 | $1.4B | $747.5M | ||
| Q3 25 | $1.3B | $778.2M | ||
| Q2 25 | $1.3B | $760.3M | ||
| Q1 25 | $1.1B | $684.8M | ||
| Q4 24 | $1.2B | $750.2M | ||
| Q3 24 | $1.4B | $760.6M | ||
| Q2 24 | $1.4B | $737.6M | ||
| Q1 24 | $1.4B | $692.9M |
| Q4 25 | $-414.2M | $76.6M | ||
| Q3 25 | $-160.7M | $74.4M | ||
| Q2 25 | $22.9M | $69.0M | ||
| Q1 25 | $41.3M | $45.4M | ||
| Q4 24 | $75.3M | $66.9M | ||
| Q3 24 | $-1.1B | $68.6M | ||
| Q2 24 | $-188.2M | $65.2M | ||
| Q1 24 | $2.4M | $55.9M |
| Q4 25 | 13.9% | 35.0% | ||
| Q3 25 | 9.0% | 34.0% | ||
| Q2 25 | 14.8% | 34.2% | ||
| Q1 25 | 14.5% | 32.7% | ||
| Q4 24 | 11.2% | 33.6% | ||
| Q3 24 | -7.7% | 33.8% | ||
| Q2 24 | -0.7% | 34.1% | ||
| Q1 24 | 2.9% | 33.8% |
| Q4 25 | -15.2% | 14.6% | ||
| Q3 25 | -16.6% | 13.7% | ||
| Q2 25 | 3.6% | 13.3% | ||
| Q1 25 | 1.8% | 10.2% | ||
| Q4 24 | 0.4% | 13.1% | ||
| Q3 24 | -81.9% | 13.3% | ||
| Q2 24 | -34.4% | 12.9% | ||
| Q1 24 | -13.2% | 12.7% |
| Q4 25 | -29.0% | 10.2% | ||
| Q3 25 | -12.3% | 9.6% | ||
| Q2 25 | 1.7% | 9.1% | ||
| Q1 25 | 3.8% | 6.6% | ||
| Q4 24 | 6.1% | 8.9% | ||
| Q3 24 | -78.9% | 9.0% | ||
| Q2 24 | -13.2% | 8.8% | ||
| Q1 24 | 0.2% | 8.1% |
| Q4 25 | $-3.88 | $2.81 | ||
| Q3 25 | $-1.72 | $2.74 | ||
| Q2 25 | $-0.16 | $2.52 | ||
| Q1 25 | $0.00 | $1.64 | ||
| Q4 24 | $0.29 | $2.39 | ||
| Q3 24 | $-9.45 | $2.44 | ||
| Q2 24 | $-1.96 | $2.30 | ||
| Q1 24 | $-0.08 | $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 | — | $321.9M |
| 総負債低いほど良い | $3.2B | $886.6M |
| 株主資本純資産 | $9.5B | $709.9M |
| 総資産 | $16.4B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | 0.33× | 1.25× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $321.9M | ||
| Q3 25 | $1.9B | $333.3M | ||
| Q2 25 | $1.8B | $305.2M | ||
| Q1 25 | $1.5B | $298.7M | ||
| Q4 24 | $1.2B | $327.6M | ||
| Q3 24 | $1.7B | $406.2M | ||
| Q2 24 | $1.8B | $380.3M | ||
| Q1 24 | $2.1B | $399.9M |
| Q4 25 | $3.2B | $886.6M | ||
| Q3 25 | $3.6B | $880.8M | ||
| Q2 25 | $3.6B | $876.1M | ||
| Q1 25 | $3.5B | $872.4M | ||
| Q4 24 | $3.5B | $874.8M | ||
| Q3 24 | $3.6B | $872.3M | ||
| Q2 24 | $3.5B | $875.8M | ||
| Q1 24 | $3.5B | $875.0M |
| Q4 25 | $9.5B | $709.9M | ||
| Q3 25 | $10.0B | $678.6M | ||
| Q2 25 | $10.2B | $664.5M | ||
| Q1 25 | $10.0B | $660.9M | ||
| Q4 24 | $10.0B | $705.3M | ||
| Q3 24 | $10.2B | $716.4M | ||
| Q2 24 | $11.2B | $685.3M | ||
| Q1 24 | $11.5B | $679.2M |
| Q4 25 | $16.4B | $2.1B | ||
| Q3 25 | $17.1B | $2.1B | ||
| Q2 25 | $17.3B | $2.0B | ||
| Q1 25 | $17.0B | $2.0B | ||
| Q4 24 | $16.6B | $2.1B | ||
| Q3 24 | $17.5B | $2.1B | ||
| Q2 24 | $18.4B | $2.0B | ||
| Q1 24 | $19.0B | $2.0B |
| Q4 25 | 0.33× | 1.25× | ||
| Q3 25 | 0.36× | 1.30× | ||
| Q2 25 | 0.35× | 1.32× | ||
| Q1 25 | 0.35× | 1.32× | ||
| Q4 24 | 0.35× | 1.24× | ||
| Q3 24 | 0.35× | 1.22× | ||
| Q2 24 | 0.31× | 1.28× | ||
| Q1 24 | 0.31× | 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 | $388.5M | $64.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $233.1M | $49.3M |
| FCFマージンFCF / 売上 | 16.3% | 6.6% |
| 設備投資強度設備投資 / 売上 | 10.9% | 2.1% |
| キャッシュ転換率営業CF / 純利益 | — | 0.85× |
| 直近12ヶ月FCF直近4四半期 | $692.5M | $300.8M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $388.5M | $64.9M | ||
| Q3 25 | $355.6M | $124.0M | ||
| Q2 25 | $-7.2M | $90.4M | ||
| Q1 25 | $545.4M | $92.1M | ||
| Q4 24 | $674.0K | $74.8M | ||
| Q3 24 | $240.5M | $101.4M | ||
| Q2 24 | $362.9M | $79.0M | ||
| Q1 24 | $98.0M | $84.8M |
| Q4 25 | $233.1M | $49.3M | ||
| Q3 25 | $223.4M | $104.8M | ||
| Q2 25 | $-126.8M | $74.8M | ||
| Q1 25 | $362.8M | $71.9M | ||
| Q4 24 | $-355.1M | $52.9M | ||
| Q3 24 | $-62.6M | $77.3M | ||
| Q2 24 | $-84.7M | $58.2M | ||
| Q1 24 | $-481.4M | $63.0M |
| Q4 25 | 16.3% | 6.6% | ||
| Q3 25 | 17.1% | 13.5% | ||
| Q2 25 | -9.5% | 9.8% | ||
| Q1 25 | 33.7% | 10.5% | ||
| Q4 24 | -28.8% | 7.1% | ||
| Q3 24 | -4.6% | 10.2% | ||
| Q2 24 | -5.9% | 7.9% | ||
| Q1 24 | -35.4% | 9.1% |
| Q4 25 | 10.9% | 2.1% | ||
| Q3 25 | 10.1% | 2.5% | ||
| Q2 25 | 9.0% | 2.1% | ||
| Q1 25 | 17.0% | 2.9% | ||
| Q4 24 | 28.9% | 2.9% | ||
| Q3 24 | 22.4% | 3.2% | ||
| Q2 24 | 31.3% | 2.8% | ||
| Q1 24 | 42.6% | 3.1% |
| Q4 25 | — | 0.85× | ||
| Q3 25 | — | 1.67× | ||
| Q2 25 | -0.31× | 1.31× | ||
| Q1 25 | 13.19× | 2.03× | ||
| Q4 24 | 0.01× | 1.12× | ||
| Q3 24 | — | 1.48× | ||
| Q2 24 | — | 1.21× | ||
| Q1 24 | 40.01× | 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
ALB
| Energy Storage | $759.1M | 53% |
| Specialties | $348.9M | 24% |
| Ketjen | $320.1M | 22% |
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% |
