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AMERICAN WOODMARK CORP（AMWD）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 $394.6M、AMERICAN WOODMARK CORPの約1.9倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs 1.5%、差は8.7%）。Installed Building Products, Inc.の前年同期比売上増加率が高い（-0.4% vs -12.8%）。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 $638.0K）。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 -3.3%）
アメリカン・ウッドマーク社はキッチン・バスルーム用キャビネットの製造メーカーで、本社はバージニア州ウィンチェスターに置かれています。同社は全米各地に複数の生産拠点とサービスセンターを展開しており、生産拠点はアリゾナ、ジョージアなど8州に分布し、サービスセンターは全米各地に設置されています。
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。
AMWD vs IBP — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $394.6M | $747.5M |
| 純利益 | $6.1M | $76.6M |
| 粗利率 | 15.2% | 35.0% |
| 営業利益率 | 3.1% | 14.6% |
| 純利益率 | 1.5% | 10.2% |
| 売上前年比 | -12.8% | -0.4% |
| 純利益前年比 | -78.0% | 14.5% |
| EPS（希薄化後） | $0.42 | $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 | $394.6M | $747.5M | ||
| Q3 25 | $403.0M | $778.2M | ||
| Q2 25 | $400.4M | $760.3M | ||
| Q1 25 | $397.6M | $684.8M | ||
| Q4 24 | $452.5M | $750.2M | ||
| Q3 24 | $459.1M | $760.6M | ||
| Q2 24 | $453.3M | $737.6M | ||
| Q1 24 | $422.1M | $692.9M |
| Q4 25 | $6.1M | $76.6M | ||
| Q3 25 | $14.6M | $74.4M | ||
| Q2 25 | $25.6M | $69.0M | ||
| Q1 25 | $16.6M | $45.4M | ||
| Q4 24 | $27.7M | $66.9M | ||
| Q3 24 | $29.6M | $68.6M | ||
| Q2 24 | $26.8M | $65.2M | ||
| Q1 24 | $21.2M | $55.9M |
| Q4 25 | 15.2% | 35.0% | ||
| Q3 25 | 16.7% | 34.0% | ||
| Q2 25 | 17.0% | 34.2% | ||
| Q1 25 | 15.0% | 32.7% | ||
| Q4 24 | 18.9% | 33.6% | ||
| Q3 24 | 20.2% | 33.8% | ||
| Q2 24 | 18.6% | 34.1% | ||
| Q1 24 | 19.2% | 33.8% |
| Q4 25 | 3.1% | 14.6% | ||
| Q3 25 | 5.0% | 13.7% | ||
| Q2 25 | 7.4% | 13.3% | ||
| Q1 25 | 5.3% | 10.2% | ||
| Q4 24 | 9.4% | 13.1% | ||
| Q3 24 | 10.2% | 13.3% | ||
| Q2 24 | 8.4% | 12.9% | ||
| Q1 24 | 6.6% | 12.7% |
| Q4 25 | 1.5% | 10.2% | ||
| Q3 25 | 3.6% | 9.6% | ||
| Q2 25 | 6.4% | 9.1% | ||
| Q1 25 | 4.2% | 6.6% | ||
| Q4 24 | 6.1% | 8.9% | ||
| Q3 24 | 6.5% | 9.0% | ||
| Q2 24 | 5.9% | 8.8% | ||
| Q1 24 | 5.0% | 8.1% |
| Q4 25 | $0.42 | $2.81 | ||
| Q3 25 | $1.00 | $2.74 | ||
| Q2 25 | $1.73 | $2.52 | ||
| Q1 25 | $1.09 | $1.64 | ||
| Q4 24 | $1.79 | $2.39 | ||
| Q3 24 | $1.89 | $2.44 | ||
| Q2 24 | $1.70 | $2.30 | ||
| Q1 24 | $1.32 | $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 | $52.1M | $321.9M |
| 総負債低いほど良い | $363.3M | $886.6M |
| 株主資本純資産 | $928.2M | $709.9M |
| 総資産 | $1.6B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | 0.39× | 1.25× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $52.1M | $321.9M | ||
| Q3 25 | $54.9M | $333.3M | ||
| Q2 25 | $48.2M | $305.2M | ||
| Q1 25 | $43.5M | $298.7M | ||
| Q4 24 | $56.7M | $327.6M | ||
| Q3 24 | $89.3M | $406.2M | ||
| Q2 24 | $87.4M | $380.3M | ||
| Q1 24 | $97.8M | $399.9M |
| Q4 25 | $363.3M | $886.6M | ||
| Q3 25 | $364.8M | $880.8M | ||
| Q2 25 | $365.8M | $876.1M | ||
| Q1 25 | $367.3M | $872.4M | ||
| Q4 24 | $368.0M | $874.8M | ||
| Q3 24 | $372.2M | $872.3M | ||
| Q2 24 | $371.8M | $875.8M | ||
| Q1 24 | $371.3M | $875.0M |
| Q4 25 | $928.2M | $709.9M | ||
| Q3 25 | $920.3M | $678.6M | ||
| Q2 25 | $916.0M | $664.5M | ||
| Q1 25 | $919.6M | $660.9M | ||
| Q4 24 | $915.1M | $705.3M | ||
| Q3 24 | $913.8M | $716.4M | ||
| Q2 24 | $910.4M | $685.3M | ||
| Q1 24 | $896.9M | $679.2M |
| Q4 25 | $1.6B | $2.1B | ||
| Q3 25 | $1.6B | $2.1B | ||
| Q2 25 | $1.6B | $2.0B | ||
| Q1 25 | $1.6B | $2.0B | ||
| Q4 24 | $1.6B | $2.1B | ||
| Q3 24 | $1.6B | $2.1B | ||
| Q2 24 | $1.6B | $2.0B | ||
| Q1 24 | $1.6B | $2.0B |
| Q4 25 | 0.39× | 1.25× | ||
| Q3 25 | 0.40× | 1.30× | ||
| Q2 25 | 0.40× | 1.32× | ||
| Q1 25 | 0.40× | 1.32× | ||
| Q4 24 | 0.40× | 1.24× | ||
| Q3 24 | 0.41× | 1.22× | ||
| Q2 24 | 0.41× | 1.28× | ||
| Q1 24 | 0.41× | 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 | $11.2M | $64.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $638.0K | $49.3M |
| FCFマージンFCF / 売上 | 0.2% | 6.6% |
| 設備投資強度設備投資 / 売上 | 2.7% | 2.1% |
| キャッシュ転換率営業CF / 純利益 | 1.83× | 0.85× |
| 直近12ヶ月FCF直近4四半期 | $64.0M | $300.8M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $11.2M | $64.9M | ||
| Q3 25 | $33.1M | $124.0M | ||
| Q2 25 | $44.8M | $90.4M | ||
| Q1 25 | $11.0M | $92.1M | ||
| Q4 24 | $11.9M | $74.8M | ||
| Q3 24 | $40.8M | $101.4M | ||
| Q2 24 | $43.3M | $79.0M | ||
| Q1 24 | $43.7M | $84.8M |
| Q4 25 | $638.0K | $49.3M | ||
| Q3 25 | $25.3M | $104.8M | ||
| Q2 25 | $35.8M | $74.8M | ||
| Q1 25 | $2.3M | $71.9M | ||
| Q4 24 | $1.1M | $52.9M | ||
| Q3 24 | $29.5M | $77.3M | ||
| Q2 24 | $7.2M | $58.2M | ||
| Q1 24 | $22.1M | $63.0M |
| Q4 25 | 0.2% | 6.6% | ||
| Q3 25 | 6.3% | 13.5% | ||
| Q2 25 | 8.9% | 9.8% | ||
| Q1 25 | 0.6% | 10.5% | ||
| Q4 24 | 0.2% | 7.1% | ||
| Q3 24 | 6.4% | 10.2% | ||
| Q2 24 | 1.6% | 7.9% | ||
| Q1 24 | 5.2% | 9.1% |
| Q4 25 | 2.7% | 2.1% | ||
| Q3 25 | 1.9% | 2.5% | ||
| Q2 25 | 2.2% | 2.1% | ||
| Q1 25 | 2.2% | 2.9% | ||
| Q4 24 | 2.4% | 2.9% | ||
| Q3 24 | 2.5% | 3.2% | ||
| Q2 24 | 8.0% | 2.8% | ||
| Q1 24 | 5.1% | 3.1% |
| Q4 25 | 1.83× | 0.85× | ||
| Q3 25 | 2.27× | 1.67× | ||
| Q2 25 | 1.75× | 1.31× | ||
| Q1 25 | 0.66× | 2.03× | ||
| Q4 24 | 0.43× | 1.12× | ||
| Q3 24 | 1.38× | 1.48× | ||
| Q2 24 | 1.62× | 1.21× | ||
| Q1 24 | 2.06× | 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
AMWD
| Home Center Retailers | $166.7M | 42% |
| Builders | $164.7M | 42% |
| Independent Dealersand Distributors | $63.2M | 16% |
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% |
