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Academy Sports & Outdoors, Inc.（ASO）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
Academy Sports & Outdoors, Inc.の直近四半期売上が大きい（$1.4B vs $747.5M、Installed Building Products, Inc.の約1.9倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs 5.2%、差は5.1%）。Academy Sports & Outdoors, Inc.の前年同期比売上増加率が高い（3.0% vs -0.4%）。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 $-13.6M）。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 -12.2%）
Academy Sports & Outdoorsはアメリカの大手スポーツ・アウトドア用品小売チェーンで、本社はテキサス州ハリス郡に所在します。74年間にわたりゴックマン家が所有する非公開企業でしたが、2011年にKKRに買収され、2020年10月にナスダックに上場しました。
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。
ASO vs IBP — 直接比較
損益計算書 — Q3 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.4B | $747.5M |
| 純利益 | $71.6M | $76.6M |
| 粗利率 | 35.7% | 35.0% |
| 営業利益率 | 7.3% | 14.6% |
| 純利益率 | 5.2% | 10.2% |
| 売上前年比 | 3.0% | -0.4% |
| 純利益前年比 | 8.8% | 14.5% |
| EPS（希薄化後） | $1.05 | $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 | $1.4B | $747.5M | ||
| Q3 25 | $1.6B | $778.2M | ||
| Q2 25 | $1.4B | $760.3M | ||
| Q1 25 | $1.7B | $684.8M | ||
| Q4 24 | $1.3B | $750.2M | ||
| Q3 24 | $1.5B | $760.6M | ||
| Q2 24 | $1.4B | $737.6M | ||
| Q1 24 | $1.8B | $692.9M |
| Q4 25 | $71.6M | $76.6M | ||
| Q3 25 | $125.4M | $74.4M | ||
| Q2 25 | $46.1M | $69.0M | ||
| Q1 25 | $133.6M | $45.4M | ||
| Q4 24 | $65.8M | $66.9M | ||
| Q3 24 | $142.6M | $68.6M | ||
| Q2 24 | $76.5M | $65.2M | ||
| Q1 24 | $168.2M | $55.9M |
| Q4 25 | 35.7% | 35.0% | ||
| Q3 25 | 36.0% | 34.0% | ||
| Q2 25 | 34.0% | 34.2% | ||
| Q1 25 | 32.2% | 32.7% | ||
| Q4 24 | 34.0% | 33.6% | ||
| Q3 24 | 36.1% | 33.8% | ||
| Q2 24 | 33.4% | 34.1% | ||
| Q1 24 | 33.3% | 33.8% |
| Q4 25 | 7.3% | 14.6% | ||
| Q3 25 | 10.8% | 13.7% | ||
| Q2 25 | 5.1% | 13.3% | ||
| Q1 25 | 9.2% | 10.2% | ||
| Q4 24 | 6.8% | 13.1% | ||
| Q3 24 | 12.3% | 13.3% | ||
| Q2 24 | 7.5% | 12.9% | ||
| Q1 24 | 11.4% | 12.7% |
| Q4 25 | 5.2% | 10.2% | ||
| Q3 25 | 7.8% | 9.6% | ||
| Q2 25 | 3.4% | 9.1% | ||
| Q1 25 | 8.0% | 6.6% | ||
| Q4 24 | 4.9% | 8.9% | ||
| Q3 24 | 9.2% | 9.0% | ||
| Q2 24 | 5.6% | 8.8% | ||
| Q1 24 | 9.4% | 8.1% |
| Q4 25 | $1.05 | $2.81 | ||
| Q3 25 | $1.85 | $2.74 | ||
| Q2 25 | $0.68 | $2.52 | ||
| Q1 25 | $1.85 | $1.64 | ||
| Q4 24 | $0.92 | $2.39 | ||
| Q3 24 | $1.95 | $2.44 | ||
| Q2 24 | $1.01 | $2.30 | ||
| Q1 24 | $2.19 | $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 | $289.5M | $321.9M |
| 総負債低いほど良い | — | $886.6M |
| 株主資本純資産 | $2.1B | $709.9M |
| 総資産 | $5.4B | $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
| Q4 25 | $289.5M | $321.9M | ||
| Q3 25 | $300.9M | $333.3M | ||
| Q2 25 | $285.1M | $305.2M | ||
| Q1 25 | $288.9M | $298.7M | ||
| Q4 24 | $296.0M | $327.6M | ||
| Q3 24 | $324.6M | $406.2M | ||
| Q2 24 | $378.1M | $380.3M | ||
| Q1 24 | $347.9M | $399.9M |
| 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 24 | — | $875.0M |
| Q4 25 | $2.1B | $709.9M | ||
| Q3 25 | $2.1B | $678.6M | ||
| Q2 25 | $1.9B | $664.5M | ||
| Q1 25 | $2.0B | $660.9M | ||
| Q4 24 | $2.0B | $705.3M | ||
| Q3 24 | $2.0B | $716.4M | ||
| Q2 24 | $1.9B | $685.3M | ||
| Q1 24 | $2.0B | $679.2M |
| Q4 25 | $5.4B | $2.1B | ||
| Q3 25 | $5.3B | $2.1B | ||
| Q2 25 | $5.2B | $2.0B | ||
| Q1 25 | $4.9B | $2.0B | ||
| Q4 24 | $5.1B | $2.1B | ||
| Q3 24 | $4.9B | $2.1B | ||
| Q2 24 | $4.9B | $2.0B | ||
| Q1 24 | $4.7B | $2.0B |
| 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× | ||
| 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 | $49.0M | $64.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $-13.6M | $49.3M |
| FCFマージンFCF / 売上 | -1.0% | 6.6% |
| 設備投資強度設備投資 / 売上 | 4.5% | 2.1% |
| キャッシュ転換率営業CF / 純利益 | 0.68× | 0.85× |
| 直近12ヶ月FCF直近4四半期 | $191.4M | $300.8M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $49.0M | $64.9M | ||
| Q3 25 | $78.6M | $124.0M | ||
| Q2 25 | $157.5M | $90.4M | ||
| Q1 25 | $140.2M | $92.1M | ||
| Q4 24 | $96.9M | $74.8M | ||
| Q3 24 | $91.3M | $101.4M | ||
| Q2 24 | $199.7M | $79.0M | ||
| Q1 24 | $234.7M | $84.8M |
| Q4 25 | $-13.6M | $49.3M | ||
| Q3 25 | $21.8M | $104.8M | ||
| Q2 25 | $106.6M | $74.8M | ||
| Q1 25 | $76.4M | $71.9M | ||
| Q4 24 | $34.4M | $52.9M | ||
| Q3 24 | $50.1M | $77.3M | ||
| Q2 24 | $167.4M | $58.2M | ||
| Q1 24 | $178.9M | $63.0M |
| Q4 25 | -1.0% | 6.6% | ||
| Q3 25 | 1.4% | 13.5% | ||
| Q2 25 | 7.9% | 9.8% | ||
| Q1 25 | 4.6% | 10.5% | ||
| Q4 24 | 2.6% | 7.1% | ||
| Q3 24 | 3.2% | 10.2% | ||
| Q2 24 | 12.3% | 7.9% | ||
| Q1 24 | 10.0% | 9.1% |
| Q4 25 | 4.5% | 2.1% | ||
| Q3 25 | 3.5% | 2.5% | ||
| Q2 25 | 3.8% | 2.1% | ||
| Q1 25 | 3.8% | 2.9% | ||
| Q4 24 | 4.6% | 2.9% | ||
| Q3 24 | 2.7% | 3.2% | ||
| Q2 24 | 2.4% | 2.8% | ||
| Q1 24 | 3.1% | 3.1% |
| Q4 25 | 0.68× | 0.85× | ||
| Q3 25 | 0.63× | 1.67× | ||
| Q2 25 | 3.42× | 1.31× | ||
| Q1 25 | 1.05× | 2.03× | ||
| Q4 24 | 1.47× | 1.12× | ||
| Q3 24 | 0.64× | 1.48× | ||
| Q2 24 | 2.61× | 1.21× | ||
| Q1 24 | 1.40× | 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
ASO
| Outdoors | $445.1M | 32% |
| Apparel | $349.8M | 25% |
| Footwear | $292.4M | 21% |
| Sports And Recreation | $288.7M | 21% |
| Other | $7.6M | 1% |
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% |
