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Ametek（AME）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
Ametekの直近四半期売上が大きい（$2.0B vs $747.5M、Installed Building Products, Inc.の約2.7倍）。Ametekの純利益率が高く（19.9% vs 10.2%、差は9.7%）。Ametekの前年同期比売上増加率が高い（13.4% vs -0.4%）。Ametekの直近四半期フリーキャッシュフローが多い（$527.3M vs $49.3M）。過去8四半期でAmetekの売上複合成長率が高い（7.3% vs 3.9%）
AMETEK Inc.は米国発の多国籍コングロマリットで、電子計測器および電気機械装置の世界的な設計・製造企業です。本社を米国に置き、世界中に150以上の拠点を持ち、各業界の顧客に高品質な製品とソリューションを提供しています。
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。
AME vs IBP — 直接比較
売上が大きい
AME
2.7倍大きい
$747.5M
売上成長率が高い
AME
+13.8%の差
-0.4%
純利益率が高い
AME
純利益率が9.7%高い
10.2%
フリーキャッシュフローが多い
AME
FCF $478.0M多い
$49.3M
2年売上CAGRが高い
AME
2年複合成長率
3.9%
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $2.0B | $747.5M |
| 純利益 | $398.6M | $76.6M |
| 粗利率 | 36.0% | 35.0% |
| 営業利益率 | 25.3% | 14.6% |
| 純利益率 | 19.9% | 10.2% |
| 売上前年比 | 13.4% | -0.4% |
| 純利益前年比 | 2.9% | 14.5% |
| EPS（希薄化後） | $1.73 | $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
売上AMEIBP
| Q4 25 | $2.0B | $747.5M | ||
| Q3 25 | $1.9B | $778.2M | ||
| Q2 25 | $1.8B | $760.3M | ||
| Q1 25 | $1.7B | $684.8M | ||
| Q4 24 | $1.8B | $750.2M | ||
| Q3 24 | $1.7B | $760.6M | ||
| Q2 24 | $1.7B | $737.6M | ||
| Q1 24 | $1.7B | $692.9M |
純利益AMEIBP
| Q4 25 | $398.6M | $76.6M | ||
| Q3 25 | $371.4M | $74.4M | ||
| Q2 25 | $358.4M | $69.0M | ||
| Q1 25 | $351.8M | $45.4M | ||
| Q4 24 | $387.3M | $66.9M | ||
| Q3 24 | $340.2M | $68.6M | ||
| Q2 24 | $337.7M | $65.2M | ||
| Q1 24 | $310.9M | $55.9M |
粗利率AMEIBP
| Q4 25 | 36.0% | 35.0% | ||
| Q3 25 | 36.3% | 34.0% | ||
| Q2 25 | 35.8% | 34.2% | ||
| Q1 25 | 36.1% | 32.7% | ||
| Q4 24 | 36.6% | 33.6% | ||
| Q3 24 | 36.0% | 33.8% | ||
| Q2 24 | 36.0% | 34.1% | ||
| Q1 24 | 34.1% | 33.8% |
営業利益率AMEIBP
| Q4 25 | 25.3% | 14.6% | ||
| Q3 25 | 25.8% | 13.7% | ||
| Q2 25 | 26.0% | 13.3% | ||
| Q1 25 | 26.3% | 10.2% | ||
| Q4 24 | 26.6% | 13.1% | ||
| Q3 24 | 26.1% | 13.3% | ||
| Q2 24 | 25.8% | 12.9% | ||
| Q1 24 | 24.0% | 12.7% |
純利益率AMEIBP
| Q4 25 | 19.9% | 10.2% | ||
| Q3 25 | 19.6% | 9.6% | ||
| Q2 25 | 20.2% | 9.1% | ||
| Q1 25 | 20.3% | 6.6% | ||
| Q4 24 | 22.0% | 8.9% | ||
| Q3 24 | 19.9% | 9.0% | ||
| Q2 24 | 19.5% | 8.8% | ||
| Q1 24 | 17.9% | 8.1% |
EPS（希薄化後）AMEIBP
| Q4 25 | $1.73 | $2.81 | ||
| Q3 25 | $1.60 | $2.74 | ||
| Q2 25 | $1.55 | $2.52 | ||
| Q1 25 | $1.52 | $1.64 | ||
| Q4 24 | $1.67 | $2.39 | ||
| Q3 24 | $1.47 | $2.44 | ||
| Q2 24 | $1.45 | $2.30 | ||
| Q1 24 | $1.34 | $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 | $458.0M | $321.9M |
| 総負債低いほど良い | $2.3B | $886.6M |
| 株主資本純資産 | $10.6B | $709.9M |
| 総資産 | $16.1B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | 0.21× | 1.25× |
8四半期トレンド — 暦四半期で整列
現金・短期投資AMEIBP
| Q4 25 | $458.0M | $321.9M | ||
| Q3 25 | $439.2M | $333.3M | ||
| Q2 25 | $619.7M | $305.2M | ||
| Q1 25 | $399.0M | $298.7M | ||
| Q4 24 | $374.0M | $327.6M | ||
| Q3 24 | $396.3M | $406.2M | ||
| Q2 24 | $396.6M | $380.3M | ||
| Q1 24 | $373.8M | $399.9M |
総負債AMEIBP
| Q4 25 | $2.3B | $886.6M | ||
| Q3 25 | — | $880.8M | ||
| Q2 25 | — | $876.1M | ||
| Q1 25 | — | $872.4M | ||
| Q4 24 | $2.1B | $874.8M | ||
| Q3 24 | — | $872.3M | ||
| Q2 24 | — | $875.8M | ||
| Q1 24 | — | $875.0M |
株主資本AMEIBP
| Q4 25 | $10.6B | $709.9M | ||
| Q3 25 | $10.5B | $678.6M | ||
| Q2 25 | $10.4B | $664.5M | ||
| Q1 25 | $10.0B | $660.9M | ||
| Q4 24 | $9.7B | $705.3M | ||
| Q3 24 | $9.6B | $716.4M | ||
| Q2 24 | $9.3B | $685.3M | ||
| Q1 24 | $9.0B | $679.2M |
総資産AMEIBP
| Q4 25 | $16.1B | $2.1B | ||
| Q3 25 | $16.2B | $2.1B | ||
| Q2 25 | $15.3B | $2.0B | ||
| Q1 25 | $14.9B | $2.0B | ||
| Q4 24 | $14.6B | $2.1B | ||
| Q3 24 | $14.8B | $2.1B | ||
| Q2 24 | $14.8B | $2.0B | ||
| Q1 24 | $14.9B | $2.0B |
負債/資本比率AMEIBP
| Q4 25 | 0.21× | 1.25× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | — | 1.32× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | 0.22× | 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 | $584.3M | $64.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $527.3M | $49.3M |
| FCFマージンFCF / 売上 | 26.4% | 6.6% |
| 設備投資強度設備投資 / 売上 | 2.9% | 2.1% |
| キャッシュ転換率営業CF / 純利益 | 1.47× | 0.85× |
| 直近12ヶ月FCF直近4四半期 | $1.7B | $300.8M |
8四半期トレンド — 暦四半期で整列
営業キャッシュフローAMEIBP
| Q4 25 | $584.3M | $64.9M | ||
| Q3 25 | $440.9M | $124.0M | ||
| Q2 25 | $359.1M | $90.4M | ||
| Q1 25 | $417.5M | $92.1M | ||
| Q4 24 | $550.0M | $74.8M | ||
| Q3 24 | $487.2M | $101.4M | ||
| Q2 24 | $381.4M | $79.0M | ||
| Q1 24 | $410.2M | $84.8M |
フリーキャッシュフローAMEIBP
| Q4 25 | $527.3M | $49.3M | ||
| Q3 25 | $420.0M | $104.8M | ||
| Q2 25 | $329.8M | $74.8M | ||
| Q1 25 | $394.5M | $71.9M | ||
| Q4 24 | $498.3M | $52.9M | ||
| Q3 24 | $460.9M | $77.3M | ||
| Q2 24 | $360.0M | $58.2M | ||
| Q1 24 | $382.6M | $63.0M |
FCFマージンAMEIBP
| Q4 25 | 26.4% | 6.6% | ||
| Q3 25 | 22.2% | 13.5% | ||
| Q2 25 | 18.5% | 9.8% | ||
| Q1 25 | 22.8% | 10.5% | ||
| Q4 24 | 28.3% | 7.1% | ||
| Q3 24 | 27.0% | 10.2% | ||
| Q2 24 | 20.8% | 7.9% | ||
| Q1 24 | 22.0% | 9.1% |
設備投資強度AMEIBP
| Q4 25 | 2.9% | 2.1% | ||
| Q3 25 | 1.1% | 2.5% | ||
| Q2 25 | 1.6% | 2.1% | ||
| Q1 25 | 1.3% | 2.9% | ||
| Q4 24 | 2.9% | 2.9% | ||
| Q3 24 | 1.5% | 3.2% | ||
| Q2 24 | 1.2% | 2.8% | ||
| Q1 24 | 1.6% | 3.1% |
キャッシュ転換率AMEIBP
| Q4 25 | 1.47× | 0.85× | ||
| Q3 25 | 1.19× | 1.67× | ||
| Q2 25 | 1.00× | 1.31× | ||
| Q1 25 | 1.19× | 2.03× | ||
| Q4 24 | 1.42× | 1.12× | ||
| Q3 24 | 1.43× | 1.48× | ||
| Q2 24 | 1.13× | 1.21× | ||
| Q1 24 | 1.32× | 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
AME
| Transferred At Point In Time | $1.1B | 54% |
| Electronic Instruments Group | $620.1M | 31% |
| Transferred Over Time | $294.6M | 15% |
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% |
