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AMC Networks Inc.（AMCX）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
Installed Building Products, Inc.の直近四半期売上が大きい（$747.5M vs $594.8M、AMC Networks Inc.の約1.3倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs -9.3%、差は19.6%）。Installed Building Products, Inc.の前年同期比売上増加率が高い（-0.4% vs -0.8%）。Installed Building Products, Inc.の直近四半期フリーキャッシュフローが多い（$49.3M vs $40.4M）。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 -0.1%）
AMCネットワークスは本社をニューヨークに置くアメリカの独立系総合メディア・エンターテインメント企業です。同名のケーブルチャンネルをはじめ、BBCアメリカ、IFC、サンダンスTV、We TVなどを所有・運営するほか、映画館、独立系映画会社、アニメ版権事業者、AMC+やAcorn TVなどの定額制ストリーミングサービスも手がけています。
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。
AMCX vs IBP — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $594.8M | $747.5M |
| 純利益 | $-55.5M | $76.6M |
| 粗利率 | 49.7% | 35.0% |
| 営業利益率 | -8.6% | 14.6% |
| 純利益率 | -9.3% | 10.2% |
| 売上前年比 | -0.8% | -0.4% |
| 純利益前年比 | 80.5% | 14.5% |
| EPS（希薄化後） | $-0.97 | $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 | $594.8M | $747.5M | ||
| Q3 25 | $561.7M | $778.2M | ||
| Q2 25 | $600.0M | $760.3M | ||
| Q1 25 | $555.2M | $684.8M | ||
| Q4 24 | $599.3M | $750.2M | ||
| Q3 24 | $599.6M | $760.6M | ||
| Q2 24 | $625.9M | $737.6M | ||
| Q1 24 | $596.5M | $692.9M |
| Q4 25 | $-55.5M | $76.6M | ||
| Q3 25 | $76.5M | $74.4M | ||
| Q2 25 | $50.3M | $69.0M | ||
| Q1 25 | $18.0M | $45.4M | ||
| Q4 24 | $-284.5M | $66.9M | ||
| Q3 24 | $41.4M | $68.6M | ||
| Q2 24 | $-29.2M | $65.2M | ||
| Q1 24 | $45.8M | $55.9M |
| Q4 25 | 49.7% | 35.0% | ||
| Q3 25 | 48.2% | 34.0% | ||
| Q2 25 | 52.7% | 34.2% | ||
| Q1 25 | 51.8% | 32.7% | ||
| Q4 24 | 51.2% | 33.6% | ||
| Q3 24 | 52.0% | 33.8% | ||
| Q2 24 | 55.2% | 34.1% | ||
| Q1 24 | 54.5% | 33.8% |
| Q4 25 | -8.6% | 14.6% | ||
| Q3 25 | 9.9% | 13.7% | ||
| Q2 25 | 10.7% | 13.3% | ||
| Q1 25 | 11.6% | 10.2% | ||
| Q4 24 | -42.4% | 13.1% | ||
| Q3 24 | 15.6% | 13.3% | ||
| Q2 24 | 1.7% | 12.9% | ||
| Q1 24 | 18.5% | 12.7% |
| Q4 25 | -9.3% | 10.2% | ||
| Q3 25 | 13.6% | 9.6% | ||
| Q2 25 | 8.4% | 9.1% | ||
| Q1 25 | 3.3% | 6.6% | ||
| Q4 24 | -47.5% | 8.9% | ||
| Q3 24 | 6.9% | 9.0% | ||
| Q2 24 | -4.7% | 8.8% | ||
| Q1 24 | 7.7% | 8.1% |
| Q4 25 | $-0.97 | $2.81 | ||
| Q3 25 | $1.38 | $2.74 | ||
| Q2 25 | $0.91 | $2.52 | ||
| Q1 25 | $0.34 | $1.64 | ||
| Q4 24 | $-6.23 | $2.39 | ||
| Q3 24 | $0.76 | $2.44 | ||
| Q2 24 | $-0.66 | $2.30 | ||
| Q1 24 | $1.03 | $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 | $502.4M | $321.9M |
| 総負債低いほど良い | $1.8B | $886.6M |
| 株主資本純資産 | $981.9M | $709.9M |
| 総資産 | $3.9B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | 1.78× | 1.25× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $502.4M | $321.9M | ||
| Q3 25 | $716.8M | $333.3M | ||
| Q2 25 | $866.4M | $305.2M | ||
| Q1 25 | $870.2M | $298.7M | ||
| Q4 24 | $784.6M | $327.6M | ||
| Q3 24 | $816.4M | $406.2M | ||
| Q2 24 | $802.6M | $380.3M | ||
| Q1 24 | $690.5M | $399.9M |
| Q4 25 | $1.8B | $886.6M | ||
| Q3 25 | $1.9B | $880.8M | ||
| Q2 25 | $2.2B | $876.1M | ||
| Q1 25 | $2.3B | $872.4M | ||
| Q4 24 | $2.3B | $874.8M | ||
| Q3 24 | $2.3B | $872.3M | ||
| Q2 24 | $2.4B | $875.8M | ||
| Q1 24 | $2.3B | $875.0M |
| Q4 25 | $981.9M | $709.9M | ||
| Q3 25 | $1.1B | $678.6M | ||
| Q2 25 | $971.7M | $664.5M | ||
| Q1 25 | $888.8M | $660.9M | ||
| Q4 24 | $855.6M | $705.3M | ||
| Q3 24 | $1.1B | $716.4M | ||
| Q2 24 | $1.1B | $685.3M | ||
| Q1 24 | $1.1B | $679.2M |
| Q4 25 | $3.9B | $2.1B | ||
| Q3 25 | $4.2B | $2.1B | ||
| Q2 25 | $4.4B | $2.0B | ||
| Q1 25 | $4.3B | $2.0B | ||
| Q4 24 | $4.4B | $2.1B | ||
| Q3 24 | $4.8B | $2.1B | ||
| Q2 24 | $4.9B | $2.0B | ||
| Q1 24 | $4.9B | $2.0B |
| Q4 25 | 1.78× | 1.25× | ||
| Q3 25 | 1.82× | 1.30× | ||
| Q2 25 | 2.27× | 1.32× | ||
| Q1 25 | 2.62× | 1.32× | ||
| Q4 24 | 2.73× | 1.24× | ||
| Q3 24 | 2.10× | 1.22× | ||
| Q2 24 | 2.26× | 1.28× | ||
| Q1 24 | 2.17× | 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 | $49.2M | $64.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $40.4M | $49.3M |
| FCFマージンFCF / 売上 | 6.8% | 6.6% |
| 設備投資強度設備投資 / 売上 | 1.5% | 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 | $272.4M | $300.8M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $49.2M | $64.9M | ||
| Q3 25 | $44.8M | $124.0M | ||
| Q2 25 | $102.8M | $90.4M | ||
| Q1 25 | $108.8M | $92.1M | ||
| Q4 24 | $58.1M | $74.8M | ||
| Q3 24 | $62.2M | $101.4M | ||
| Q2 24 | $104.4M | $79.0M | ||
| Q1 24 | $150.9M | $84.8M |
| Q4 25 | $40.4M | $49.3M | ||
| Q3 25 | $42.0M | $104.8M | ||
| Q2 25 | $95.7M | $74.8M | ||
| Q1 25 | $94.2M | $71.9M | ||
| Q4 24 | $37.6M | $52.9M | ||
| Q3 24 | $53.9M | $77.3M | ||
| Q2 24 | $95.2M | $58.2M | ||
| Q1 24 | $144.1M | $63.0M |
| Q4 25 | 6.8% | 6.6% | ||
| Q3 25 | 7.5% | 13.5% | ||
| Q2 25 | 16.0% | 9.8% | ||
| Q1 25 | 17.0% | 10.5% | ||
| Q4 24 | 6.3% | 7.1% | ||
| Q3 24 | 9.0% | 10.2% | ||
| Q2 24 | 15.2% | 7.9% | ||
| Q1 24 | 24.2% | 9.1% |
| Q4 25 | 1.5% | 2.1% | ||
| Q3 25 | 0.5% | 2.5% | ||
| Q2 25 | 1.2% | 2.1% | ||
| Q1 25 | 2.6% | 2.9% | ||
| Q4 24 | 3.4% | 2.9% | ||
| Q3 24 | 1.4% | 3.2% | ||
| Q2 24 | 1.5% | 2.8% | ||
| Q1 24 | 1.1% | 3.1% |
| Q4 25 | — | 0.85× | ||
| Q3 25 | 0.59× | 1.67× | ||
| Q2 25 | 2.04× | 1.31× | ||
| Q1 25 | 6.03× | 2.03× | ||
| Q4 24 | — | 1.12× | ||
| Q3 24 | 1.50× | 1.48× | ||
| Q2 24 | — | 1.21× | ||
| Q1 24 | 3.29× | 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
AMCX
| Subscription And Circulation | $314.8M | 53% |
| Advertising | $124.9M | 21% |
| Other | $79.1M | 13% |
| License | $74.8M | 13% |
| Related Party | $1.2M | 0% |
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% |
