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Alpha Metallurgical Resources, Inc.（AMR）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 $519.1M、Alpha Metallurgical Resources, Inc.の約1.4倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs -3.3%、差は13.6%）。Installed Building Products, Inc.の前年同期比売上増加率が高い（-0.4% vs -15.7%）。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 $-10.0M）。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 -22.4%）
アルファ・メタラジカル・リソーシズ（旧コンチュラ・エナジー）は有力な石炭サプライヤーで、アパラチア北部と中部に地下・露天の炭鉱複合施設を保有している。ペンシルベニア州、バージニア州、ウェストバージニア州の大規模炭田から、製鋼用の冶金炭と発電用の火力炭を供給している。
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。
AMR vs IBP — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $519.1M | $747.5M |
| 純利益 | $-17.3M | $76.6M |
| 粗利率 | — | 35.0% |
| 営業利益率 | -4.1% | 14.6% |
| 純利益率 | -3.3% | 10.2% |
| 売上前年比 | -15.7% | -0.4% |
| 純利益前年比 | -711.2% | 14.5% |
| EPS（希薄化後） | $-1.35 | $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 | $519.1M | $747.5M | ||
| Q3 25 | $525.2M | $778.2M | ||
| Q2 25 | $548.7M | $760.3M | ||
| Q1 25 | $529.7M | $684.8M | ||
| Q4 24 | $615.4M | $750.2M | ||
| Q3 24 | $669.8M | $760.6M | ||
| Q2 24 | $800.1M | $737.6M | ||
| Q1 24 | $861.3M | $692.9M |
| Q4 25 | $-17.3M | $76.6M | ||
| Q3 25 | $-5.5M | $74.4M | ||
| Q2 25 | $-5.0M | $69.0M | ||
| Q1 25 | $-33.9M | $45.4M | ||
| Q4 24 | $-2.1M | $66.9M | ||
| Q3 24 | $3.8M | $68.6M | ||
| Q2 24 | $58.9M | $65.2M | ||
| Q1 24 | $127.0M | $55.9M |
| 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 24 | — | 33.8% |
| Q4 25 | -4.1% | 14.6% | ||
| Q3 25 | -0.5% | 13.7% | ||
| Q2 25 | 0.5% | 13.3% | ||
| Q1 25 | -7.6% | 10.2% | ||
| Q4 24 | 1.6% | 13.1% | ||
| Q3 24 | 0.8% | 13.3% | ||
| Q2 24 | 8.8% | 12.9% | ||
| Q1 24 | 16.5% | 12.7% |
| Q4 25 | -3.3% | 10.2% | ||
| Q3 25 | -1.1% | 9.6% | ||
| Q2 25 | -0.9% | 9.1% | ||
| Q1 25 | -6.4% | 6.6% | ||
| Q4 24 | -0.3% | 8.9% | ||
| Q3 24 | 0.6% | 9.0% | ||
| Q2 24 | 7.4% | 8.8% | ||
| Q1 24 | 14.7% | 8.1% |
| Q4 25 | $-1.35 | $2.81 | ||
| Q3 25 | $-0.42 | $2.74 | ||
| Q2 25 | $-0.38 | $2.52 | ||
| Q1 25 | $-2.60 | $1.64 | ||
| Q4 24 | $-0.09 | $2.39 | ||
| Q3 24 | $0.29 | $2.44 | ||
| Q2 24 | $4.49 | $2.30 | ||
| Q1 24 | $9.59 | $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 | $415.6M | $321.9M |
| 総負債低いほど良い | $9.8M | $886.6M |
| 株主資本純資産 | $1.5B | $709.9M |
| 総資産 | $2.3B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | 0.01× | 1.25× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $415.6M | $321.9M | ||
| Q3 25 | $457.9M | $333.3M | ||
| Q2 25 | $449.0M | $305.2M | ||
| Q1 25 | $448.0M | $298.7M | ||
| Q4 24 | $481.6M | $327.6M | ||
| Q3 24 | $484.6M | $406.2M | ||
| Q2 24 | $336.1M | $380.3M | ||
| Q1 24 | $269.4M | $399.9M |
| Q4 25 | $9.8M | $886.6M | ||
| Q3 25 | $2.9M | $880.8M | ||
| Q2 25 | $3.1M | $876.1M | ||
| Q1 25 | $2.4M | $872.4M | ||
| Q4 24 | $2.9M | $874.8M | ||
| Q3 24 | $3.6M | $872.3M | ||
| Q2 24 | $5.3M | $875.8M | ||
| Q1 24 | $6.0M | $875.0M |
| Q4 25 | $1.5B | $709.9M | ||
| Q3 25 | $1.6B | $678.6M | ||
| Q2 25 | $1.6B | $664.5M | ||
| Q1 25 | $1.6B | $660.9M | ||
| Q4 24 | $1.6B | $705.3M | ||
| Q3 24 | $1.7B | $716.4M | ||
| Q2 24 | $1.6B | $685.3M | ||
| Q1 24 | $1.6B | $679.2M |
| Q4 25 | $2.3B | $2.1B | ||
| Q3 25 | $2.3B | $2.1B | ||
| Q2 25 | $2.4B | $2.0B | ||
| Q1 25 | $2.4B | $2.0B | ||
| Q4 24 | $2.4B | $2.1B | ||
| Q3 24 | $2.5B | $2.1B | ||
| Q2 24 | $2.5B | $2.0B | ||
| Q1 24 | $2.5B | $2.0B |
| Q4 25 | 0.01× | 1.25× | ||
| Q3 25 | 0.00× | 1.30× | ||
| Q2 25 | 0.00× | 1.32× | ||
| Q1 25 | 0.00× | 1.32× | ||
| Q4 24 | 0.00× | 1.24× | ||
| Q3 24 | 0.00× | 1.22× | ||
| Q2 24 | 0.00× | 1.28× | ||
| Q1 24 | 0.00× | 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 | $19.0M | $64.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $-10.0M | $49.3M |
| FCFマージンFCF / 売上 | -1.9% | 6.6% |
| 設備投資強度設備投資 / 売上 | 5.6% | 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 | $17.8M | $300.8M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $19.0M | $64.9M | ||
| Q3 25 | $50.5M | $124.0M | ||
| Q2 25 | $53.2M | $90.4M | ||
| Q1 25 | $22.2M | $92.1M | ||
| Q4 24 | $56.3M | $74.8M | ||
| Q3 24 | $189.5M | $101.4M | ||
| Q2 24 | $138.1M | $79.0M | ||
| Q1 24 | $196.1M | $84.8M |
| Q4 25 | $-10.0M | $49.3M | ||
| Q3 25 | $25.4M | $104.8M | ||
| Q2 25 | $18.6M | $74.8M | ||
| Q1 25 | $-16.3M | $71.9M | ||
| Q4 24 | $13.6M | $52.9M | ||
| Q3 24 | $158.0M | $77.3M | ||
| Q2 24 | $77.0M | $58.2M | ||
| Q1 24 | $132.5M | $63.0M |
| Q4 25 | -1.9% | 6.6% | ||
| Q3 25 | 4.8% | 13.5% | ||
| Q2 25 | 3.4% | 9.8% | ||
| Q1 25 | -3.1% | 10.5% | ||
| Q4 24 | 2.2% | 7.1% | ||
| Q3 24 | 23.6% | 10.2% | ||
| Q2 24 | 9.6% | 7.9% | ||
| Q1 24 | 15.4% | 9.1% |
| Q4 25 | 5.6% | 2.1% | ||
| Q3 25 | 4.8% | 2.5% | ||
| Q2 25 | 6.3% | 2.1% | ||
| Q1 25 | 7.3% | 2.9% | ||
| Q4 24 | 6.9% | 2.9% | ||
| Q3 24 | 4.7% | 3.2% | ||
| Q2 24 | 7.6% | 2.8% | ||
| Q1 24 | 7.4% | 3.1% |
| Q4 25 | — | 0.85× | ||
| Q3 25 | — | 1.67× | ||
| Q2 25 | — | 1.31× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | — | 1.12× | ||
| Q3 24 | 49.81× | 1.48× | ||
| Q2 24 | 2.34× | 1.21× | ||
| Q1 24 | 1.54× | 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
AMR
セグメントデータなし
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% |
