vs
Builders FirstSource（BLDR）とWEC Energy Group（WEC）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 $2.5B、WEC Energy Groupの約1.3倍）。WEC Energy Groupの純利益率が高く（12.5% vs 0.9%、差は11.5%）。WEC Energy Groupの前年同期比売上増加率が高い（11.1% vs -12.1%）。過去8四半期でWEC Energy Groupの売上複合成長率が高い（-2.7% 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。
WECエナジーグループは米国ウィスコンシン州ミルウォーキーに本社を置くエネルギー企業です。同社は米国内4州で事業を展開し、計440万人の顧客に電力と天然ガスを供給している北米有数の地域エネルギー事業者です。
BLDR vs WEC — 直接比較
売上が大きい
BLDR
1.3倍大きい
$2.5B
売上成長率が高い
WEC
+23.2%の差
-12.1%
純利益率が高い
WEC
純利益率が11.5%高い
0.9%
2年売上CAGRが高い
WEC
2年複合成長率
-7.1%
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $3.4B | $2.5B |
| 純利益 | $31.5M | $316.8M |
| 粗利率 | 29.8% | 63.7% |
| 営業利益率 | 1.8% | 17.9% |
| 純利益率 | 0.9% | 12.5% |
| 売上前年比 | -12.1% | 11.1% |
| 純利益前年比 | -83.5% | -30.1% |
| EPS（希薄化後） | $0.29 | — |
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
売上BLDRWEC
| Q4 25 | $3.4B | $2.5B | ||
| Q3 25 | $3.9B | $2.1B | ||
| Q2 25 | $4.2B | $2.0B | ||
| Q1 25 | $3.7B | $3.1B | ||
| Q4 24 | $3.8B | $2.3B | ||
| Q3 24 | $4.2B | $1.9B | ||
| Q2 24 | $4.5B | $1.8B | ||
| Q1 24 | $3.9B | $2.7B |
純利益BLDRWEC
| Q4 25 | $31.5M | $316.8M | ||
| Q3 25 | $122.4M | $270.2M | ||
| Q2 25 | $185.0M | $243.0M | ||
| Q1 25 | $96.3M | $725.5M | ||
| Q4 24 | $190.2M | $453.1M | ||
| Q3 24 | $284.8M | $238.6M | ||
| Q2 24 | $344.1M | $210.0M | ||
| Q1 24 | $258.8M | $622.6M |
粗利率BLDRWEC
| Q4 25 | 29.8% | 63.7% | ||
| Q3 25 | 30.4% | 71.1% | ||
| Q2 25 | 30.7% | 71.6% | ||
| Q1 25 | 30.5% | 63.0% | ||
| Q4 24 | 32.3% | 67.7% | ||
| Q3 24 | 32.8% | 72.1% | ||
| Q2 24 | 32.8% | 73.5% | ||
| Q1 24 | 33.4% | 65.4% |
営業利益率BLDRWEC
| Q4 25 | 1.8% | 17.9% | ||
| Q3 25 | 5.8% | 21.4% | ||
| Q2 25 | 7.4% | 20.1% | ||
| Q1 25 | 5.0% | 29.8% | ||
| Q4 24 | 8.0% | 25.9% | ||
| Q3 24 | 10.1% | 20.6% | ||
| Q2 24 | 11.0% | 20.6% | ||
| Q1 24 | 9.6% | 30.3% |
純利益率BLDRWEC
| Q4 25 | 0.9% | 12.5% | ||
| Q3 25 | 3.1% | 12.8% | ||
| Q2 25 | 4.4% | 12.1% | ||
| Q1 25 | 2.6% | 23.0% | ||
| Q4 24 | 5.0% | 19.8% | ||
| Q3 24 | 6.7% | 12.8% | ||
| Q2 24 | 7.7% | 11.9% | ||
| Q1 24 | 6.7% | 23.2% |
EPS（希薄化後）BLDRWEC
| Q4 25 | $0.29 | — | ||
| Q3 25 | $1.10 | — | ||
| Q2 25 | $1.66 | — | ||
| Q1 25 | $0.84 | — | ||
| Q4 24 | $1.65 | — | ||
| Q3 24 | $2.44 | — | ||
| Q2 24 | $2.87 | — | ||
| Q1 24 | $2.10 | — |
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 | $27.6M |
| 総負債低いほど良い | $4.4B | $20.0B |
| 株主資本純資産 | $4.4B | $14.1B |
| 総資産 | $11.2B | $51.5B |
| 負債/資本比率低いほどレバレッジが低い | 1.02× | 1.42× |
8四半期トレンド — 暦四半期で整列
現金・短期投資BLDRWEC
| Q4 25 | $181.8M | $27.6M | ||
| Q3 25 | $296.2M | $51.1M | ||
| Q2 25 | $87.0M | $23.0M | ||
| Q1 25 | $115.4M | $82.2M | ||
| Q4 24 | $153.6M | $9.8M | ||
| Q3 24 | $328.1M | $322.5M | ||
| Q2 24 | $75.6M | $224.0M | ||
| Q1 24 | $697.5M | $38.9M |
総負債BLDRWEC
| Q4 25 | $4.4B | $20.0B | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $4.7B | — | ||
| Q1 25 | $4.5B | — | ||
| Q4 24 | $3.7B | $18.9B | ||
| Q3 24 | $3.7B | $16.9B | ||
| Q2 24 | $3.8B | $16.9B | ||
| Q1 24 | $3.7B | $15.4B |
株主資本BLDRWEC
| Q4 25 | $4.4B | $14.1B | ||
| Q3 25 | $4.3B | $14.0B | ||
| Q2 25 | $4.2B | $13.7B | ||
| Q1 25 | $4.4B | $13.4B | ||
| Q4 24 | $4.3B | $12.8B | ||
| Q3 24 | $4.4B | $12.4B | ||
| Q2 24 | $4.3B | $12.4B | ||
| Q1 24 | $5.0B | $12.4B |
総資産BLDRWEC
| Q4 25 | $11.2B | $51.5B | ||
| Q3 25 | $11.4B | $49.8B | ||
| Q2 25 | $11.5B | $48.5B | ||
| Q1 25 | $11.4B | $48.2B | ||
| Q4 24 | $10.6B | $47.4B | ||
| Q3 24 | $10.9B | $45.2B | ||
| Q2 24 | $10.7B | $44.6B | ||
| Q1 24 | $11.2B | $43.9B |
負債/資本比率BLDRWEC
| Q4 25 | 1.02× | 1.42× | ||
| Q3 25 | 1.03× | — | ||
| Q2 25 | 1.12× | — | ||
| Q1 25 | 1.02× | — | ||
| Q4 24 | 0.86× | 1.48× | ||
| Q3 24 | 0.83× | 1.36× | ||
| Q2 24 | 0.88× | 1.36× | ||
| Q1 24 | 0.75× | 1.24× |
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 | $424.6M |
| フリーキャッシュフロー営業CF - 設備投資 | $106.7M | — |
| FCFマージンFCF / 売上 | 3.2% | — |
| 設備投資強度設備投資 / 売上 | 2.6% | — |
| キャッシュ転換率営業CF / 純利益 | 6.19× | 1.34× |
| 直近12ヶ月FCF直近4四半期 | $853.3M | — |
8四半期トレンド — 暦四半期で整列
営業キャッシュフローBLDRWEC
| Q4 25 | $194.8M | $424.6M | ||
| Q3 25 | $547.7M | $938.9M | ||
| Q2 25 | $341.0M | $853.3M | ||
| Q1 25 | $132.3M | $1.2B | ||
| Q4 24 | $373.5M | $581.8M | ||
| Q3 24 | $730.0M | $729.0M | ||
| Q2 24 | $452.1M | $1.0B | ||
| Q1 24 | $317.2M | $863.6M |
フリーキャッシュフローBLDRWEC
| Q4 25 | $106.7M | — | ||
| Q3 25 | $461.9M | $-625.7M | ||
| Q2 25 | $252.3M | $23.9M | ||
| Q1 25 | $32.4M | $461.5M | ||
| Q4 24 | $273.8M | — | ||
| Q3 24 | $630.4M | $-67.3M | ||
| Q2 24 | $364.0M | $343.5M | ||
| Q1 24 | $224.0M | $419.1M |
FCFマージンBLDRWEC
| Q4 25 | 3.2% | — | ||
| Q3 25 | 11.7% | -29.7% | ||
| Q2 25 | 6.0% | 1.2% | ||
| Q1 25 | 0.9% | 14.7% | ||
| Q4 24 | 7.2% | — | ||
| Q3 24 | 14.9% | -3.6% | ||
| Q2 24 | 8.2% | 19.4% | ||
| Q1 24 | 5.8% | 15.6% |
設備投資強度BLDRWEC
| Q4 25 | 2.6% | — | ||
| Q3 25 | 2.2% | 74.4% | ||
| Q2 25 | 2.1% | 41.3% | ||
| Q1 25 | 2.7% | 22.3% | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.4% | 42.7% | ||
| Q2 24 | 2.0% | 39.2% | ||
| Q1 24 | 2.4% | 16.6% |
キャッシュ転換率BLDRWEC
| Q4 25 | 6.19× | 1.34× | ||
| Q3 25 | 4.48× | 3.47× | ||
| Q2 25 | 1.84× | 3.51× | ||
| Q1 25 | 1.37× | 1.60× | ||
| Q4 24 | 1.96× | 1.28× | ||
| Q3 24 | 2.56× | 3.06× | ||
| Q2 24 | 1.31× | 4.94× | ||
| Q1 24 | 1.23× | 1.39× |
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% |
WEC
| Wisconsin | $1.9B | 73% |
| Illinois | $441.2M | 17% |
| Other States | $165.1M | 7% |
| External Revenues | $74.0M | 3% |
| Otheroperatingrevenues | $8.0M | 0% |
