vs
Builders FirstSource（BLDR）とVertiv Holdings Co（VRT）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
Builders FirstSourceの直近四半期売上が大きい（$3.4B vs $2.6B、Vertiv Holdings Coの約1.3倍）。Vertiv Holdings Coの純利益率が高く（14.7% vs 0.9%、差は13.8%）。Vertiv Holdings Coの前年同期比売上増加率が高い（30.1% vs -12.1%）。Vertiv Holdings Coの直近四半期フリーキャッシュフローが多い（$652.8M vs $106.7M）。過去8四半期でVertiv Holdings Coの売上複合成長率が高い（16.5% vs -7.1%）
Builders FirstSource, Inc.はフォーチュン500にランクインする建築資材の製造・供給企業です。1998年3月に設立され本社はテキサス州アービングに所在し、全米で1万5千人以上を雇用し、新築住宅建設、補修・リフォーム分野の専門事業者向けに製品やサービスを提供しています。
Vertiv Holdings Coはアメリカ発祥の多国籍企業で、データセンター、通信ネットワーク、商業施設及び産業現場向けに重要なインフラストラクチャーと関連サービスを提供し、顧客の重要業務の安定的な運用を支援している。
BLDR vs VRT — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $3.4B | $2.6B |
| 純利益 | $31.5M | $390.1M |
| 粗利率 | 29.8% | 37.7% |
| 営業利益率 | 1.8% | — |
| 純利益率 | 0.9% | 14.7% |
| 売上前年比 | -12.1% | 30.1% |
| 純利益前年比 | -83.5% | 137.1% |
| EPS（希薄化後） | $0.29 | $0.99 |
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 | — | $2.6B | ||
| Q4 25 | $3.4B | $2.9B | ||
| Q3 25 | $3.9B | $2.7B | ||
| Q2 25 | $4.2B | $2.6B | ||
| Q1 25 | $3.7B | $2.0B | ||
| Q4 24 | $3.8B | $2.3B | ||
| Q3 24 | $4.2B | $2.1B | ||
| Q2 24 | $4.5B | $2.0B |
| Q1 26 | — | $390.1M | ||
| Q4 25 | $31.5M | $445.6M | ||
| Q3 25 | $122.4M | $398.5M | ||
| Q2 25 | $185.0M | $324.2M | ||
| Q1 25 | $96.3M | $164.5M | ||
| Q4 24 | $190.2M | $147.0M | ||
| Q3 24 | $284.8M | $176.6M | ||
| Q2 24 | $344.1M | $178.1M |
| Q1 26 | — | 37.7% | ||
| Q4 25 | 29.8% | 38.9% | ||
| Q3 25 | 30.4% | 37.8% | ||
| Q2 25 | 30.7% | 34.0% | ||
| Q1 25 | 30.5% | 33.7% | ||
| Q4 24 | 32.3% | 37.1% | ||
| Q3 24 | 32.8% | 36.5% | ||
| Q2 24 | 32.8% | 38.0% |
| Q1 26 | — | — | ||
| Q4 25 | 1.8% | 20.1% | ||
| Q3 25 | 5.8% | 19.3% | ||
| Q2 25 | 7.4% | 16.8% | ||
| Q1 25 | 5.0% | 14.3% | ||
| Q4 24 | 8.0% | 19.5% | ||
| Q3 24 | 10.1% | 17.9% | ||
| Q2 24 | 11.0% | 17.2% |
| Q1 26 | — | 14.7% | ||
| Q4 25 | 0.9% | 15.5% | ||
| Q3 25 | 3.1% | 14.9% | ||
| Q2 25 | 4.4% | 12.3% | ||
| Q1 25 | 2.6% | 8.1% | ||
| Q4 24 | 5.0% | 6.3% | ||
| Q3 24 | 6.7% | 8.5% | ||
| Q2 24 | 7.7% | 9.1% |
| Q1 26 | — | $0.99 | ||
| Q4 25 | $0.29 | $1.14 | ||
| Q3 25 | $1.10 | $1.02 | ||
| Q2 25 | $1.66 | $0.83 | ||
| Q1 25 | $0.84 | $0.42 | ||
| Q4 24 | $1.65 | $0.38 | ||
| Q3 24 | $2.44 | $0.46 | ||
| Q2 24 | $2.87 | $0.46 |
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 | $181.8M | $2.5B |
| 総負債低いほど良い | $4.4B | $0 |
| 株主資本純資産 | $4.4B | $4.2B |
| 総資産 | $11.2B | $13.4B |
| 負債/資本比率低いほどレバレッジが低い | 1.02× | 0.00× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $2.5B | ||
| Q4 25 | $181.8M | $1.7B | ||
| Q3 25 | $296.2M | $1.4B | ||
| Q2 25 | $87.0M | $1.6B | ||
| Q1 25 | $115.4M | $1.5B | ||
| Q4 24 | $153.6M | $1.2B | ||
| Q3 24 | $328.1M | $908.7M | ||
| Q2 24 | $75.6M | $579.7M |
| Q1 26 | — | $0 | ||
| Q4 25 | $4.4B | $2.9B | ||
| Q3 25 | $4.4B | $2.9B | ||
| Q2 25 | $4.7B | $2.9B | ||
| Q1 25 | $4.5B | $2.9B | ||
| Q4 24 | $3.7B | $2.9B | ||
| Q3 24 | $3.7B | $2.9B | ||
| Q2 24 | $3.8B | $2.9B |
| Q1 26 | — | $4.2B | ||
| Q4 25 | $4.4B | $3.9B | ||
| Q3 25 | $4.3B | $3.5B | ||
| Q2 25 | $4.2B | $3.1B | ||
| Q1 25 | $4.4B | $2.7B | ||
| Q4 24 | $4.3B | $2.4B | ||
| Q3 24 | $4.4B | $1.8B | ||
| Q2 24 | $4.3B | $1.5B |
| Q1 26 | — | $13.4B | ||
| Q4 25 | $11.2B | $12.2B | ||
| Q3 25 | $11.4B | $10.8B | ||
| Q2 25 | $11.5B | $10.4B | ||
| Q1 25 | $11.4B | $9.5B | ||
| Q4 24 | $10.6B | $9.1B | ||
| Q3 24 | $10.9B | $8.9B | ||
| Q2 24 | $10.7B | $8.1B |
| Q1 26 | — | 0.00× | ||
| Q4 25 | 1.02× | 0.74× | ||
| Q3 25 | 1.03× | 0.83× | ||
| Q2 25 | 1.12× | 0.93× | ||
| Q1 25 | 1.02× | 1.10× | ||
| Q4 24 | 0.86× | 1.20× | ||
| Q3 24 | 0.83× | 1.62× | ||
| Q2 24 | 0.88× | 1.91× |
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 | $194.8M | — |
| フリーキャッシュフロー営業CF - 設備投資 | $106.7M | $652.8M |
| FCFマージンFCF / 売上 | 3.2% | 24.6% |
| 設備投資強度設備投資 / 売上 | 2.6% | 4.2% |
| キャッシュ転換率営業CF / 純利益 | 6.19× | — |
| 直近12ヶ月FCF直近4四半期 | $853.3M | $2.3B |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $194.8M | $978.9M | ||
| Q3 25 | $547.7M | $508.7M | ||
| Q2 25 | $341.0M | $322.9M | ||
| Q1 25 | $132.3M | $303.3M | ||
| Q4 24 | $373.5M | $425.2M | ||
| Q3 24 | $730.0M | $378.2M | ||
| Q2 24 | $452.1M | $378.4M |
| Q1 26 | — | $652.8M | ||
| Q4 25 | $106.7M | $885.6M | ||
| Q3 25 | $461.9M | $463.5M | ||
| Q2 25 | $252.3M | $277.9M | ||
| Q1 25 | $32.4M | $266.8M | ||
| Q4 24 | $273.8M | $364.5M | ||
| Q3 24 | $630.4M | $341.8M | ||
| Q2 24 | $364.0M | $344.3M |
| Q1 26 | — | 24.6% | ||
| Q4 25 | 3.2% | 30.8% | ||
| Q3 25 | 11.7% | 17.3% | ||
| Q2 25 | 6.0% | 10.5% | ||
| Q1 25 | 0.9% | 13.1% | ||
| Q4 24 | 7.2% | 15.5% | ||
| Q3 24 | 14.9% | 16.5% | ||
| Q2 24 | 8.2% | 17.6% |
| Q1 26 | — | 4.2% | ||
| Q4 25 | 2.6% | 3.2% | ||
| Q3 25 | 2.2% | 1.7% | ||
| Q2 25 | 2.1% | 1.7% | ||
| Q1 25 | 2.7% | 1.8% | ||
| Q4 24 | 2.6% | 2.6% | ||
| Q3 24 | 2.4% | 1.8% | ||
| Q2 24 | 2.0% | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | 6.19× | 2.20× | ||
| Q3 25 | 4.48× | 1.28× | ||
| Q2 25 | 1.84× | 1.00× | ||
| Q1 25 | 1.37× | 1.84× | ||
| Q4 24 | 1.96× | 2.89× | ||
| Q3 24 | 2.56× | 2.14× | ||
| Q2 24 | 1.31× | 2.12× |
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
BLDR
| Specialty Building Products And Services | $949.0M | 28% |
| Windows Doors And Millwork | $893.5M | 27% |
| Lumber And Lumber Sheet Goods | $772.6M | 23% |
| Manufactured Products | $742.8M | 22% |
VRT
セグメントデータなし
