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ALLIANCE RESOURCE PARTNERS LP（ARLP）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 $516.0M、ALLIANCE RESOURCE PARTNERS LPの約1.4倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs 2.1%、差は8.2%）。Installed Building Products, Inc.の前年同期比売上増加率が高い（-0.4% vs -3.6%）。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 $13.3M）。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 -6.7%）
アライアンス・リソース・パートナーズLPは北米を拠点とする大手天然資源企業で、主に電力会社や産業向けに石炭の生産・販売を行っている。鉱物使用料管理、石油・ガス採掘、物流支援サービスなどの関連事業も展開している。
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。
ARLP vs IBP — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $516.0M | $747.5M |
| 純利益 | $10.7M | $76.6M |
| 粗利率 | — | 35.0% |
| 営業利益率 | 4.2% | 14.6% |
| 純利益率 | 2.1% | 10.2% |
| 売上前年比 | -3.6% | -0.4% |
| 純利益前年比 | — | 14.5% |
| EPS（希薄化後） | — | $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
| Q1 26 | $516.0M | — | ||
| Q4 25 | $535.5M | $747.5M | ||
| Q3 25 | $571.4M | $778.2M | ||
| Q2 25 | $547.5M | $760.3M | ||
| Q1 25 | $540.5M | $684.8M | ||
| Q4 24 | $590.1M | $750.2M | ||
| Q3 24 | $613.6M | $760.6M | ||
| Q2 24 | $593.4M | $737.6M |
| Q1 26 | $10.7M | — | ||
| Q4 25 | $82.7M | $76.6M | ||
| Q3 25 | $95.1M | $74.4M | ||
| Q2 25 | $59.4M | $69.0M | ||
| Q1 25 | $74.0M | $45.4M | ||
| Q4 24 | $16.3M | $66.9M | ||
| Q3 24 | $86.3M | $68.6M | ||
| Q2 24 | $100.2M | $65.2M |
| Q1 26 | — | — | ||
| 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 26 | 4.2% | — | ||
| Q4 25 | 18.2% | 14.6% | ||
| Q3 25 | 18.4% | 13.7% | ||
| Q2 25 | 16.2% | 13.3% | ||
| Q1 25 | 17.4% | 10.2% | ||
| Q4 24 | 2.6% | 13.1% | ||
| Q3 24 | 16.5% | 13.3% | ||
| Q2 24 | 19.8% | 12.9% |
| Q1 26 | 2.1% | — | ||
| Q4 25 | 15.4% | 10.2% | ||
| Q3 25 | 16.6% | 9.6% | ||
| Q2 25 | 10.9% | 9.1% | ||
| Q1 25 | 13.7% | 6.6% | ||
| Q4 24 | 2.8% | 8.9% | ||
| Q3 24 | 14.1% | 9.0% | ||
| Q2 24 | 16.9% | 8.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.81 | ||
| Q3 25 | — | $2.74 | ||
| Q2 25 | — | $2.52 | ||
| Q1 25 | — | $1.64 | ||
| Q4 24 | — | $2.39 | ||
| Q3 24 | — | $2.44 | ||
| Q2 24 | — | $2.30 |
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 | $28.9M | $321.9M |
| 総負債低いほど良い | — | $886.6M |
| 株主資本純資産 | — | $709.9M |
| 総資産 | $2.9B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | — | 1.25× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $28.9M | — | ||
| Q4 25 | $71.2M | $321.9M | ||
| Q3 25 | $94.5M | $333.3M | ||
| Q2 25 | $55.0M | $305.2M | ||
| Q1 25 | $81.3M | $298.7M | ||
| Q4 24 | $137.0M | $327.6M | ||
| Q3 24 | $195.4M | $406.2M | ||
| Q2 24 | $203.7M | $380.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $886.6M | ||
| Q3 25 | — | $880.8M | ||
| Q2 25 | — | $876.1M | ||
| Q1 25 | — | $872.4M | ||
| Q4 24 | — | $874.8M | ||
| Q3 24 | — | $872.3M | ||
| Q2 24 | — | $875.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $709.9M | ||
| Q3 25 | — | $678.6M | ||
| Q2 25 | — | $664.5M | ||
| Q1 25 | — | $660.9M | ||
| Q4 24 | — | $705.3M | ||
| Q3 24 | — | $716.4M | ||
| Q2 24 | — | $685.3M |
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $2.1B | ||
| Q3 25 | $2.9B | $2.1B | ||
| Q2 25 | $2.9B | $2.0B | ||
| Q1 25 | $2.9B | $2.0B | ||
| Q4 24 | $2.9B | $2.1B | ||
| Q3 24 | $3.0B | $2.1B | ||
| Q2 24 | $3.1B | $2.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.25× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | — | 1.32× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | — | 1.24× | ||
| Q3 24 | — | 1.22× | ||
| Q2 24 | — | 1.28× |
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 | — | $64.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $13.3M | $49.3M |
| FCFマージンFCF / 売上 | 2.6% | 6.6% |
| 設備投資強度設備投資 / 売上 | 18.5% | 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 | $342.2M | $300.8M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $143.9M | $64.9M | ||
| Q3 25 | $209.9M | $124.0M | ||
| Q2 25 | $151.7M | $90.4M | ||
| Q1 25 | $145.7M | $92.1M | ||
| Q4 24 | $168.4M | $74.8M | ||
| Q3 24 | $209.3M | $101.4M | ||
| Q2 24 | $215.8M | $79.0M |
| Q1 26 | $13.3M | — | ||
| Q4 25 | $99.1M | $49.3M | ||
| Q3 25 | $145.2M | $104.8M | ||
| Q2 25 | $84.7M | $74.8M | ||
| Q1 25 | $58.9M | $71.9M | ||
| Q4 24 | $75.3M | $52.9M | ||
| Q3 24 | $99.0M | $77.3M | ||
| Q2 24 | $114.3M | $58.2M |
| Q1 26 | 2.6% | — | ||
| Q4 25 | 18.5% | 6.6% | ||
| Q3 25 | 25.4% | 13.5% | ||
| Q2 25 | 15.5% | 9.8% | ||
| Q1 25 | 10.9% | 10.5% | ||
| Q4 24 | 12.8% | 7.1% | ||
| Q3 24 | 16.1% | 10.2% | ||
| Q2 24 | 19.3% | 7.9% |
| Q1 26 | 18.5% | — | ||
| Q4 25 | 8.4% | 2.1% | ||
| Q3 25 | 11.3% | 2.5% | ||
| Q2 25 | 12.2% | 2.1% | ||
| Q1 25 | 16.1% | 2.9% | ||
| Q4 24 | 15.8% | 2.9% | ||
| Q3 24 | 18.0% | 3.2% | ||
| Q2 24 | 17.1% | 2.8% |
| Q1 26 | — | — | ||
| Q4 25 | 1.74× | 0.85× | ||
| Q3 25 | 2.21× | 1.67× | ||
| Q2 25 | 2.55× | 1.31× | ||
| Q1 25 | 1.97× | 2.03× | ||
| Q4 24 | 10.31× | 1.12× | ||
| Q3 24 | 2.43× | 1.48× | ||
| Q2 24 | 2.15× | 1.21× |
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
ARLP
| Coal sales | $443.3M | 86% |
| Oil & gas royalties | $41.3M | 8% |
| Other revenues | $22.8M | 4% |
| Transportation revenues | $8.6M | 2% |
| Tons Produced | $8.0M | 2% |
| Mineral Interest Volumes (BOE) | $1.0M | 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% |
