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ケマーズ（CC）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
ケマーズの直近四半期売上が大きい（$1.3B vs $747.5M、Installed Building Products, Inc.の約1.8倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs -3.5%、差は13.8%）。Installed Building Products, Inc.の前年同期比売上増加率が高い（-0.4% vs -2.1%）。ケマーズの直近四半期フリーキャッシュフローが多い（$92.0M vs $49.3M）。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 -1.2%）
ケマーズ社は米国の化学企業で、2015年7月にデュポンから分社化して設立され、本社は米国デラウェア州ウィルミントンに所在します。非粘着特性で知られる有名ブランド「テフロン」（ポリテトラフルオロエチレンPTFE）をはじめ、二酸化チタンや冷媒ガスなどを製造しています。
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。
CC vs IBP — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.3B | $747.5M |
| 純利益 | $-47.0M | $76.6M |
| 粗利率 | 11.7% | 35.0% |
| 営業利益率 | — | 14.6% |
| 純利益率 | -3.5% | 10.2% |
| 売上前年比 | -2.1% | -0.4% |
| 純利益前年比 | -261.5% | 14.5% |
| EPS（希薄化後） | $-0.32 | $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 | $1.3B | $747.5M | ||
| Q3 25 | $1.5B | $778.2M | ||
| Q2 25 | $1.6B | $760.3M | ||
| Q1 25 | $1.4B | $684.8M | ||
| Q4 24 | $1.4B | $750.2M | ||
| Q3 24 | $1.5B | $760.6M | ||
| Q2 24 | $1.6B | $737.6M | ||
| Q1 24 | $1.4B | $692.9M |
| Q4 25 | $-47.0M | $76.6M | ||
| Q3 25 | $46.0M | $74.4M | ||
| Q2 25 | $-380.0M | $69.0M | ||
| Q1 25 | $-5.0M | $45.4M | ||
| Q4 24 | $-13.0M | $66.9M | ||
| Q3 24 | $-32.0M | $68.6M | ||
| Q2 24 | $60.0M | $65.2M | ||
| Q1 24 | $54.0M | $55.9M |
| Q4 25 | 11.7% | 35.0% | ||
| Q3 25 | 15.6% | 34.0% | ||
| Q2 25 | 17.2% | 34.2% | ||
| Q1 25 | 17.3% | 32.7% | ||
| Q4 24 | 19.4% | 33.6% | ||
| Q3 24 | 19.0% | 33.8% | ||
| Q2 24 | 19.8% | 34.1% | ||
| Q1 24 | 20.9% | 33.8% |
| Q4 25 | — | 14.6% | ||
| Q3 25 | 2.5% | 13.7% | ||
| Q2 25 | -15.4% | 13.3% | ||
| Q1 25 | — | 10.2% | ||
| Q4 24 | -0.1% | 13.1% | ||
| Q3 24 | -2.1% | 13.3% | ||
| Q2 24 | 4.4% | 12.9% | ||
| Q1 24 | 5.1% | 12.7% |
| Q4 25 | -3.5% | 10.2% | ||
| Q3 25 | 3.1% | 9.6% | ||
| Q2 25 | -23.5% | 9.1% | ||
| Q1 25 | -0.4% | 6.6% | ||
| Q4 24 | -1.0% | 8.9% | ||
| Q3 24 | -2.1% | 9.0% | ||
| Q2 24 | 3.9% | 8.8% | ||
| Q1 24 | 4.0% | 8.1% |
| Q4 25 | $-0.32 | $2.81 | ||
| Q3 25 | $0.31 | $2.74 | ||
| Q2 25 | $-2.53 | $2.52 | ||
| Q1 25 | $-0.03 | $1.64 | ||
| Q4 24 | $-0.07 | $2.39 | ||
| Q3 24 | $-0.22 | $2.44 | ||
| Q2 24 | $0.39 | $2.30 | ||
| Q1 24 | $0.36 | $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 | $670.0M | $321.9M |
| 総負債低いほど良い | $4.1B | $886.6M |
| 株主資本純資産 | $250.0M | $709.9M |
| 総資産 | $7.4B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | 16.40× | 1.25× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $670.0M | $321.9M | ||
| Q3 25 | $613.0M | $333.3M | ||
| Q2 25 | $502.0M | $305.2M | ||
| Q1 25 | $464.0M | $298.7M | ||
| Q4 24 | $713.0M | $327.6M | ||
| Q3 24 | $596.0M | $406.2M | ||
| Q2 24 | $604.0M | $380.3M | ||
| Q1 24 | $746.0M | $399.9M |
| Q4 25 | $4.1B | $886.6M | ||
| Q3 25 | $4.1B | $880.8M | ||
| Q2 25 | $4.1B | $876.1M | ||
| Q1 25 | $4.1B | $872.4M | ||
| Q4 24 | $4.1B | $874.8M | ||
| Q3 24 | $4.0B | $872.3M | ||
| Q2 24 | $4.0B | $875.8M | ||
| Q1 24 | $4.0B | $875.0M |
| Q4 25 | $250.0M | $709.9M | ||
| Q3 25 | $274.0M | $678.6M | ||
| Q2 25 | $228.0M | $664.5M | ||
| Q1 25 | $566.0M | $660.9M | ||
| Q4 24 | $571.0M | $705.3M | ||
| Q3 24 | $643.0M | $716.4M | ||
| Q2 24 | $714.0M | $685.3M | ||
| Q1 24 | $753.0M | $679.2M |
| Q4 25 | $7.4B | $2.1B | ||
| Q3 25 | $7.5B | $2.1B | ||
| Q2 25 | $7.5B | $2.0B | ||
| Q1 25 | $7.4B | $2.0B | ||
| Q4 24 | $7.5B | $2.1B | ||
| Q3 24 | $7.5B | $2.1B | ||
| Q2 24 | $7.2B | $2.0B | ||
| Q1 24 | $8.0B | $2.0B |
| Q4 25 | 16.40× | 1.25× | ||
| Q3 25 | 14.96× | 1.30× | ||
| Q2 25 | 17.99× | 1.32× | ||
| Q1 25 | 7.18× | 1.32× | ||
| Q4 24 | 7.11× | 1.24× | ||
| Q3 24 | 6.20× | 1.22× | ||
| Q2 24 | 5.53× | 1.28× | ||
| Q1 24 | 5.27× | 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 | $137.0M | $64.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $92.0M | $49.3M |
| FCFマージンFCF / 売上 | 6.9% | 6.6% |
| 設備投資強度設備投資 / 売上 | 3.4% | 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 | $51.0M | $300.8M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $137.0M | $64.9M | ||
| Q3 25 | $146.0M | $124.0M | ||
| Q2 25 | $93.0M | $90.4M | ||
| Q1 25 | $-112.0M | $92.1M | ||
| Q4 24 | $138.0M | $74.8M | ||
| Q3 24 | $139.0M | $101.4M | ||
| Q2 24 | $-620.0M | $79.0M | ||
| Q1 24 | $-290.0M | $84.8M |
| Q4 25 | $92.0M | $49.3M | ||
| Q3 25 | $105.0M | $104.8M | ||
| Q2 25 | $50.0M | $74.8M | ||
| Q1 25 | $-196.0M | $71.9M | ||
| Q4 24 | $29.0M | $52.9M | ||
| Q3 24 | $63.0M | $77.3M | ||
| Q2 24 | $-693.0M | $58.2M | ||
| Q1 24 | $-392.0M | $63.0M |
| Q4 25 | 6.9% | 6.6% | ||
| Q3 25 | 7.0% | 13.5% | ||
| Q2 25 | 3.1% | 9.8% | ||
| Q1 25 | -14.3% | 10.5% | ||
| Q4 24 | 2.1% | 7.1% | ||
| Q3 24 | 4.2% | 10.2% | ||
| Q2 24 | -44.6% | 7.9% | ||
| Q1 24 | -28.8% | 9.1% |
| Q4 25 | 3.4% | 2.1% | ||
| Q3 25 | 2.7% | 2.5% | ||
| Q2 25 | 2.7% | 2.1% | ||
| Q1 25 | 6.1% | 2.9% | ||
| Q4 24 | 8.0% | 2.9% | ||
| Q3 24 | 5.0% | 3.2% | ||
| Q2 24 | 4.7% | 2.8% | ||
| Q1 24 | 7.5% | 3.1% |
| Q4 25 | — | 0.85× | ||
| Q3 25 | 3.17× | 1.67× | ||
| Q2 25 | — | 1.31× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | — | 1.12× | ||
| Q3 24 | — | 1.48× | ||
| Q2 24 | -10.33× | 1.21× | ||
| Q1 24 | -5.37× | 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
CC
| Titanium Technologies | $563.0M | 42% |
| Thermal And Specialized Solutions | $443.0M | 33% |
| Advanced Performance Materials | $312.0M | 23% |
| Other Non-Reportable Segment | $12.0M | 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% |
