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BXP, Inc.（BXP）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
BXP, Inc.の直近四半期売上が大きい（$872.1M vs $747.5M、Installed Building Products, Inc.の約1.2倍）。BXP, Inc.の純利益率が高く（15.3% vs 10.2%、差は5.0%）。BXP, Inc.の前年同期比売上増加率が高い（0.8% vs -0.4%）。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 1.3%）
BXP社はボストン・プロパティーズとして事業を展開する米国の代表的な不動産投資信託で、高品質なクラスAオフィス物件の保有、運営、開発を主軸としています。米国主要大都市の一等地にポートフォリオを持ち、多様な業種のテナントに物件を提供しています。
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。
BXP vs IBP — 直接比較
売上が大きい
BXP
1.2倍大きい
$747.5M
売上成長率が高い
BXP
+1.2%の差
-0.4%
純利益率が高い
BXP
純利益率が5.0%高い
10.2%
2年売上CAGRが高い
IBP
2年複合成長率
1.3%
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $872.1M | $747.5M |
| 純利益 | $133.0M | $76.6M |
| 粗利率 | — | 35.0% |
| 営業利益率 | — | 14.6% |
| 純利益率 | 15.3% | 10.2% |
| 売上前年比 | 0.8% | -0.4% |
| 純利益前年比 | 53.0% | 14.5% |
| EPS（希薄化後） | $1.69 | $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
売上BXPIBP
| Q1 26 | $872.1M | — | ||
| Q4 25 | $877.1M | $747.5M | ||
| Q3 25 | $871.5M | $778.2M | ||
| Q2 25 | $868.5M | $760.3M | ||
| Q1 25 | $865.2M | $684.8M | ||
| Q4 24 | $858.6M | $750.2M | ||
| Q3 24 | $859.2M | $760.6M | ||
| Q2 24 | $850.5M | $737.6M |
純利益BXPIBP
| Q1 26 | $133.0M | — | ||
| Q4 25 | $248.4M | $76.6M | ||
| Q3 25 | $-121.7M | $74.4M | ||
| Q2 25 | $89.0M | $69.0M | ||
| Q1 25 | $61.2M | $45.4M | ||
| Q4 24 | $-228.9M | $66.9M | ||
| Q3 24 | $83.6M | $68.6M | ||
| Q2 24 | $79.6M | $65.2M |
粗利率BXPIBP
| Q1 26 | — | — | ||
| Q4 25 | 58.8% | 35.0% | ||
| Q3 25 | 59.3% | 34.0% | ||
| Q2 25 | 59.2% | 34.2% | ||
| Q1 25 | 59.2% | 32.7% | ||
| Q4 24 | 59.7% | 33.6% | ||
| Q3 24 | 59.5% | 33.8% | ||
| Q2 24 | 59.8% | 34.1% |
営業利益率BXPIBP
| Q1 26 | — | — | ||
| Q4 25 | — | 14.6% | ||
| Q3 25 | — | 13.7% | ||
| Q2 25 | — | 13.3% | ||
| Q1 25 | — | 10.2% | ||
| Q4 24 | — | 13.1% | ||
| Q3 24 | — | 13.3% | ||
| Q2 24 | — | 12.9% |
純利益率BXPIBP
| Q1 26 | 15.3% | — | ||
| Q4 25 | 28.3% | 10.2% | ||
| Q3 25 | -14.0% | 9.6% | ||
| Q2 25 | 10.2% | 9.1% | ||
| Q1 25 | 7.1% | 6.6% | ||
| Q4 24 | -26.7% | 8.9% | ||
| Q3 24 | 9.7% | 9.0% | ||
| Q2 24 | 9.4% | 8.8% |
EPS（希薄化後）BXPIBP
| Q1 26 | $1.69 | — | ||
| Q4 25 | $1.56 | $2.81 | ||
| Q3 25 | $-0.77 | $2.74 | ||
| Q2 25 | $0.56 | $2.52 | ||
| Q1 25 | $0.39 | $1.64 | ||
| Q4 24 | $-1.46 | $2.39 | ||
| Q3 24 | $0.53 | $2.44 | ||
| Q2 24 | $0.51 | $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 | $512.8M | $321.9M |
| 総負債低いほど良い | — | $886.6M |
| 株主資本純資産 | $7.7B | $709.9M |
| 総資産 | $25.1B | $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
現金・短期投資BXPIBP
| Q1 26 | $512.8M | — | ||
| Q4 25 | $1.5B | $321.9M | ||
| Q3 25 | $861.1M | $333.3M | ||
| Q2 25 | $447.0M | $305.2M | ||
| Q1 25 | $398.1M | $298.7M | ||
| Q4 24 | $1.3B | $327.6M | ||
| Q3 24 | $1.4B | $406.2M | ||
| Q2 24 | $685.4M | $380.3M |
総負債BXPIBP
| 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 |
株主資本BXPIBP
| Q1 26 | $7.7B | — | ||
| Q4 25 | $5.1B | $709.9M | ||
| Q3 25 | $5.0B | $678.6M | ||
| Q2 25 | $5.3B | $664.5M | ||
| Q1 25 | $5.3B | $660.9M | ||
| Q4 24 | $5.4B | $705.3M | ||
| Q3 24 | $5.8B | $716.4M | ||
| Q2 24 | $5.8B | $685.3M |
総資産BXPIBP
| Q1 26 | $25.1B | — | ||
| Q4 25 | $26.2B | $2.1B | ||
| Q3 25 | $26.0B | $2.1B | ||
| Q2 25 | $25.6B | $2.0B | ||
| Q1 25 | $25.4B | $2.0B | ||
| Q4 24 | $26.1B | $2.1B | ||
| Q3 24 | $26.4B | $2.1B | ||
| Q2 24 | $25.5B | $2.0B |
負債/資本比率BXPIBP
| 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 | — | $49.3M |
| FCFマージンFCF / 売上 | — | 6.6% |
| 設備投資強度設備投資 / 売上 | 1.5% | 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 | — | $300.8M |
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BXPIBP
| Q1 26 | — | — | ||
| Q4 25 | $407.8M | $64.9M | ||
| Q3 25 | $274.2M | $124.0M | ||
| Q2 25 | $353.1M | $90.4M | ||
| Q1 25 | $210.0M | $92.1M | ||
| Q4 24 | $383.7M | $74.8M | ||
| Q3 24 | $286.1M | $101.4M | ||
| Q2 24 | $367.1M | $79.0M |
フリーキャッシュフローBXPIBP
| Q1 26 | — | — | ||
| Q4 25 | $362.7M | $49.3M | ||
| Q3 25 | $231.6M | $104.8M | ||
| Q2 25 | $281.5M | $74.8M | ||
| Q1 25 | $152.6M | $71.9M | ||
| Q4 24 | $312.5M | $52.9M | ||
| Q3 24 | $234.5M | $77.3M | ||
| Q2 24 | $332.4M | $58.2M |
FCFマージンBXPIBP
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | 6.6% | ||
| Q3 25 | 26.6% | 13.5% | ||
| Q2 25 | 32.4% | 9.8% | ||
| Q1 25 | 17.6% | 10.5% | ||
| Q4 24 | 36.4% | 7.1% | ||
| Q3 24 | 27.3% | 10.2% | ||
| Q2 24 | 39.1% | 7.9% |
設備投資強度BXPIBP
| Q1 26 | 1.5% | — | ||
| Q4 25 | 5.1% | 2.1% | ||
| Q3 25 | 4.9% | 2.5% | ||
| Q2 25 | 8.2% | 2.1% | ||
| Q1 25 | 6.6% | 2.9% | ||
| Q4 24 | 8.3% | 2.9% | ||
| Q3 24 | 6.0% | 3.2% | ||
| Q2 24 | 4.1% | 2.8% |
キャッシュ転換率BXPIBP
| Q1 26 | — | — | ||
| Q4 25 | 1.64× | 0.85× | ||
| Q3 25 | — | 1.67× | ||
| Q2 25 | 3.97× | 1.31× | ||
| Q1 25 | 3.43× | 2.03× | ||
| Q4 24 | — | 1.12× | ||
| Q3 24 | 3.42× | 1.48× | ||
| Q2 24 | 4.61× | 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
BXP
| Lease | $818.2M | 94% |
| Parking and other | $30.8M | 4% |
| Development and management services | $9.2M | 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% |
