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B&G Foods, Inc.（BGS）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 $439.3M、B&G Foods, Inc.の約1.7倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs -4.4%、差は14.6%）。Installed Building Products, Inc.の前年同期比売上増加率が高い（-0.4% vs -4.7%）。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 $-70.7M）。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 -12.8%）
B&G Foodsはアメリカ合衆国ニュージャージー州パーシッパニーを本拠とするブランド食品持株会社です。1996年に、1889年にマンハッタンで創業されたピクルス・レリッシュ・調味料メーカーのBloch & Guggenheimerを買収するために設立され、現在では北米の食品市場で多くの有名ブランドを擁しています。
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。
BGS vs IBP — 直接比較
損益計算書 — Q3 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $439.3M | $747.5M |
| 純利益 | $-19.1M | $76.6M |
| 粗利率 | 22.5% | 35.0% |
| 営業利益率 | 2.5% | 14.6% |
| 純利益率 | -4.4% | 10.2% |
| 売上前年比 | -4.7% | -0.4% |
| 純利益前年比 | -356.5% | 14.5% |
| EPS（希薄化後） | $-0.24 | $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 | — | $747.5M | ||
| Q3 25 | $439.3M | $778.2M | ||
| Q2 25 | $424.4M | $760.3M | ||
| Q1 25 | $425.4M | $684.8M | ||
| Q4 24 | $551.6M | $750.2M | ||
| Q3 24 | $461.1M | $760.6M | ||
| Q2 24 | $444.6M | $737.6M | ||
| Q1 24 | $475.2M | $692.9M |
| Q4 25 | — | $76.6M | ||
| Q3 25 | $-19.1M | $74.4M | ||
| Q2 25 | $-9.8M | $69.0M | ||
| Q1 25 | $835.0K | $45.4M | ||
| Q4 24 | $-222.4M | $66.9M | ||
| Q3 24 | $7.5M | $68.6M | ||
| Q2 24 | $3.9M | $65.2M | ||
| Q1 24 | $-40.2M | $55.9M |
| Q4 25 | — | 35.0% | ||
| Q3 25 | 22.5% | 34.0% | ||
| Q2 25 | 20.5% | 34.2% | ||
| Q1 25 | 21.2% | 32.7% | ||
| Q4 24 | 21.5% | 33.6% | ||
| Q3 24 | 22.2% | 33.8% | ||
| Q2 24 | 20.7% | 34.1% | ||
| Q1 24 | 22.9% | 33.8% |
| Q4 25 | — | 14.6% | ||
| Q3 25 | 2.5% | 13.7% | ||
| Q2 25 | 5.2% | 13.3% | ||
| Q1 25 | 8.4% | 10.2% | ||
| Q4 24 | -46.6% | 13.1% | ||
| Q3 24 | 11.1% | 13.3% | ||
| Q2 24 | 9.9% | 12.9% | ||
| Q1 24 | -3.3% | 12.7% |
| Q4 25 | — | 10.2% | ||
| Q3 25 | -4.4% | 9.6% | ||
| Q2 25 | -2.3% | 9.1% | ||
| Q1 25 | 0.2% | 6.6% | ||
| Q4 24 | -40.3% | 8.9% | ||
| Q3 24 | 1.6% | 9.0% | ||
| Q2 24 | 0.9% | 8.8% | ||
| Q1 24 | -8.5% | 8.1% |
| Q4 25 | — | $2.81 | ||
| Q3 25 | $-0.24 | $2.74 | ||
| Q2 25 | $-0.12 | $2.52 | ||
| Q1 25 | $0.01 | $1.64 | ||
| Q4 24 | $-2.81 | $2.39 | ||
| Q3 24 | $0.09 | $2.44 | ||
| Q2 24 | $0.05 | $2.30 | ||
| Q1 24 | $-0.51 | $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 | $60.9M | $321.9M |
| 総負債低いほど良い | $2.0B | $886.6M |
| 株主資本純資産 | $470.7M | $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 | 4.30× | 1.25× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $321.9M | ||
| Q3 25 | $60.9M | $333.3M | ||
| Q2 25 | $54.1M | $305.2M | ||
| Q1 25 | $61.2M | $298.7M | ||
| Q4 24 | $50.6M | $327.6M | ||
| Q3 24 | $54.7M | $406.2M | ||
| Q2 24 | $40.3M | $380.3M | ||
| Q1 24 | $42.5M | $399.9M |
| Q4 25 | — | $886.6M | ||
| Q3 25 | $2.0B | $880.8M | ||
| Q2 25 | $2.0B | $876.1M | ||
| Q1 25 | $2.0B | $872.4M | ||
| Q4 24 | $2.0B | $874.8M | ||
| Q3 24 | $2.1B | $872.3M | ||
| Q2 24 | $2.0B | $875.8M | ||
| Q1 24 | $2.0B | $875.0M |
| Q4 25 | — | $709.9M | ||
| Q3 25 | $470.7M | $678.6M | ||
| Q2 25 | $501.4M | $664.5M | ||
| Q1 25 | $513.1M | $660.9M | ||
| Q4 24 | $524.8M | $705.3M | ||
| Q3 24 | $755.3M | $716.4M | ||
| Q2 24 | $765.0M | $685.3M | ||
| Q1 24 | $781.2M | $679.2M |
| Q4 25 | — | $2.1B | ||
| Q3 25 | $2.9B | $2.1B | ||
| Q2 25 | $2.9B | $2.0B | ||
| Q1 25 | $3.0B | $2.0B | ||
| Q4 24 | $3.0B | $2.1B | ||
| Q3 24 | $3.4B | $2.1B | ||
| Q2 24 | $3.4B | $2.0B | ||
| Q1 24 | $3.4B | $2.0B |
| Q4 25 | — | 1.25× | ||
| Q3 25 | 4.30× | 1.30× | ||
| Q2 25 | 3.97× | 1.32× | ||
| Q1 25 | 3.91× | 1.32× | ||
| Q4 24 | 3.85× | 1.24× | ||
| Q3 24 | 2.75× | 1.22× | ||
| Q2 24 | 2.67× | 1.28× | ||
| Q1 24 | 2.61× | 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 | $-64.6M | $64.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $-70.7M | $49.3M |
| FCFマージンFCF / 売上 | -16.1% | 6.6% |
| 設備投資強度設備投資 / 売上 | 1.4% | 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 | $54.8M | $300.8M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $64.9M | ||
| Q3 25 | $-64.6M | $124.0M | ||
| Q2 25 | $17.8M | $90.4M | ||
| Q1 25 | $52.7M | $92.1M | ||
| Q4 24 | $80.3M | $74.8M | ||
| Q3 24 | $4.2M | $101.4M | ||
| Q2 24 | $11.3M | $79.0M | ||
| Q1 24 | $35.1M | $84.8M |
| Q4 25 | — | $49.3M | ||
| Q3 25 | $-70.7M | $104.8M | ||
| Q2 25 | $11.5M | $74.8M | ||
| Q1 25 | $42.4M | $71.9M | ||
| Q4 24 | $71.7M | $52.9M | ||
| Q3 24 | $-679.0K | $77.3M | ||
| Q2 24 | $5.2M | $58.2M | ||
| Q1 24 | $27.5M | $63.0M |
| Q4 25 | — | 6.6% | ||
| Q3 25 | -16.1% | 13.5% | ||
| Q2 25 | 2.7% | 9.8% | ||
| Q1 25 | 10.0% | 10.5% | ||
| Q4 24 | 13.0% | 7.1% | ||
| Q3 24 | -0.1% | 10.2% | ||
| Q2 24 | 1.2% | 7.9% | ||
| Q1 24 | 5.8% | 9.1% |
| Q4 25 | — | 2.1% | ||
| Q3 25 | 1.4% | 2.5% | ||
| Q2 25 | 1.5% | 2.1% | ||
| Q1 25 | 2.4% | 2.9% | ||
| Q4 24 | 1.6% | 2.9% | ||
| Q3 24 | 1.0% | 3.2% | ||
| Q2 24 | 1.4% | 2.8% | ||
| Q1 24 | 1.6% | 3.1% |
| Q4 25 | — | 0.85× | ||
| Q3 25 | — | 1.67× | ||
| Q2 25 | — | 1.31× | ||
| Q1 25 | 63.17× | 2.03× | ||
| Q4 24 | — | 1.12× | ||
| Q3 24 | 0.56× | 1.48× | ||
| Q2 24 | 2.87× | 1.21× | ||
| Q1 24 | — | 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
BGS
| Specialty Segment | $150.5M | 34% |
| Meals Segment | $110.0M | 25% |
| Spices And Flavor Solutions Segment | $101.4M | 23% |
| Frozen And Vegetables Segment | $77.4M | 18% |
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% |
