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クラリベイト（CLVT）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 $585.5M、クラリベイトの約1.3倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs -6.9%、差は17.1%）。Installed Building Products, Inc.の前年同期比売上増加率が高い（-0.4% vs -1.4%）。クラリベイトの直近四半期フリーキャッシュフローが多い（$78.9M 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 -5.1%）
クラリベイトは英米系の上場分析企業で、購読制のサービスを展開している。書誌計量・科学計量、ビジネス・市場インテリジェンス分野のサービスのほか、医薬・バイオテクノロジー業界向けの特許・規制遵守関連の競合分析、商標保護、ドメイン・ブランド保護サービスも提供し、Web of Scienceシリーズのデータを用いて学術雑誌のインパクトファクターを算出している。
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。
CLVT vs IBP — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $585.5M | $747.5M |
| 純利益 | $-40.2M | $76.6M |
| 粗利率 | 67.2% | 35.0% |
| 営業利益率 | 5.2% | 14.6% |
| 純利益率 | -6.9% | 10.2% |
| 売上前年比 | -1.4% | -0.4% |
| 純利益前年比 | 61.3% | 14.5% |
| EPS（希薄化後） | $-0.06 | $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
| Q1 26 | $585.5M | — | ||
| Q4 25 | $617.0M | $747.5M | ||
| Q3 25 | $623.1M | $778.2M | ||
| Q2 25 | $621.4M | $760.3M | ||
| Q1 25 | $593.7M | $684.8M | ||
| Q4 24 | $663.0M | $750.2M | ||
| Q3 24 | $622.2M | $760.6M | ||
| Q2 24 | $650.3M | $737.6M |
| Q1 26 | $-40.2M | — | ||
| Q4 25 | $3.1M | $76.6M | ||
| Q3 25 | $-28.3M | $74.4M | ||
| Q2 25 | $-72.0M | $69.0M | ||
| Q1 25 | $-103.9M | $45.4M | ||
| Q4 24 | $-191.8M | $66.9M | ||
| Q3 24 | $-65.6M | $68.6M | ||
| Q2 24 | $-304.3M | $65.2M |
| Q1 26 | 67.2% | — | ||
| Q4 25 | 66.8% | 35.0% | ||
| Q3 25 | 65.0% | 34.0% | ||
| Q2 25 | 67.2% | 34.2% | ||
| Q1 25 | 65.1% | 32.7% | ||
| Q4 24 | 65.7% | 33.6% | ||
| Q3 24 | 66.2% | 33.8% | ||
| Q2 24 | 67.2% | 34.1% |
| Q1 26 | 5.2% | — | ||
| Q4 25 | 6.7% | 14.6% | ||
| Q3 25 | 7.1% | 13.7% | ||
| Q2 25 | 1.1% | 13.3% | ||
| Q1 25 | -3.5% | 10.2% | ||
| Q4 24 | -9.4% | 13.1% | ||
| Q3 24 | 3.5% | 13.3% | ||
| Q2 24 | -36.9% | 12.9% |
| Q1 26 | -6.9% | — | ||
| Q4 25 | 0.5% | 10.2% | ||
| Q3 25 | -4.5% | 9.6% | ||
| Q2 25 | -11.6% | 9.1% | ||
| Q1 25 | -17.5% | 6.6% | ||
| Q4 24 | -28.9% | 8.9% | ||
| Q3 24 | -10.5% | 9.0% | ||
| Q2 24 | -46.8% | 8.8% |
| Q1 26 | $-0.06 | — | ||
| Q4 25 | $0.00 | $2.81 | ||
| Q3 25 | $-0.04 | $2.74 | ||
| Q2 25 | $-0.11 | $2.52 | ||
| Q1 25 | $-0.15 | $1.64 | ||
| Q4 24 | $-0.27 | $2.39 | ||
| Q3 24 | $-0.09 | $2.44 | ||
| Q2 24 | $-0.46 | $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 | — | $321.9M |
| 総負債低いほど良い | $4.3B | $886.6M |
| 株主資本純資産 | $4.8B | $709.9M |
| 総資産 | $10.9B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | 0.89× | 1.25× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $329.2M | $321.9M | ||
| Q3 25 | $318.7M | $333.3M | ||
| Q2 25 | $362.6M | $305.2M | ||
| Q1 25 | $354.0M | $298.7M | ||
| Q4 24 | $295.2M | $327.6M | ||
| Q3 24 | $388.5M | $406.2M | ||
| Q2 24 | $376.4M | $380.3M |
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $886.6M | ||
| Q3 25 | $4.4B | $880.8M | ||
| Q2 25 | $4.5B | $876.1M | ||
| Q1 25 | $4.5B | $872.4M | ||
| Q4 24 | $4.5B | $874.8M | ||
| Q3 24 | $4.6B | $872.3M | ||
| Q2 24 | $4.6B | $875.8M |
| Q1 26 | $4.8B | — | ||
| Q4 25 | $4.8B | $709.9M | ||
| Q3 25 | $4.9B | $678.6M | ||
| Q2 25 | $5.0B | $664.5M | ||
| Q1 25 | $5.0B | $660.9M | ||
| Q4 24 | $5.1B | $705.3M | ||
| Q3 24 | $5.5B | $716.4M | ||
| Q2 24 | $5.6B | $685.3M |
| Q1 26 | $10.9B | — | ||
| Q4 25 | $11.1B | $2.1B | ||
| Q3 25 | $11.2B | $2.1B | ||
| Q2 25 | $11.4B | $2.0B | ||
| Q1 25 | $11.5B | $2.0B | ||
| Q4 24 | $11.5B | $2.1B | ||
| Q3 24 | $12.0B | $2.1B | ||
| Q2 24 | $12.1B | $2.0B |
| Q1 26 | 0.89× | — | ||
| Q4 25 | 0.89× | 1.25× | ||
| Q3 25 | 0.90× | 1.30× | ||
| Q2 25 | 0.90× | 1.32× | ||
| Q1 25 | 0.90× | 1.32× | ||
| Q4 24 | 0.88× | 1.24× | ||
| Q3 24 | 0.84× | 1.22× | ||
| Q2 24 | 0.83× | 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 | $134.7M | $64.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $78.9M | $49.3M |
| FCFマージンFCF / 売上 | 13.5% | 6.6% |
| 設備投資強度設備投資 / 売上 | 9.5% | 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 | $333.9M | $300.8M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $134.7M | — | ||
| Q4 25 | $159.9M | $64.9M | ||
| Q3 25 | $181.1M | $124.0M | ||
| Q2 25 | $116.3M | $90.4M | ||
| Q1 25 | $171.2M | $92.1M | ||
| Q4 24 | $141.3M | $74.8M | ||
| Q3 24 | $202.9M | $101.4M | ||
| Q2 24 | $126.2M | $79.0M |
| Q1 26 | $78.9M | — | ||
| Q4 25 | $89.2M | $49.3M | ||
| Q3 25 | $115.5M | $104.8M | ||
| Q2 25 | $50.3M | $74.8M | ||
| Q1 25 | $110.3M | $71.9M | ||
| Q4 24 | $59.1M | $52.9M | ||
| Q3 24 | $126.3M | $77.3M | ||
| Q2 24 | $60.3M | $58.2M |
| Q1 26 | 13.5% | — | ||
| Q4 25 | 14.5% | 6.6% | ||
| Q3 25 | 18.5% | 13.5% | ||
| Q2 25 | 8.1% | 9.8% | ||
| Q1 25 | 18.6% | 10.5% | ||
| Q4 24 | 8.9% | 7.1% | ||
| Q3 24 | 20.3% | 10.2% | ||
| Q2 24 | 9.3% | 7.9% |
| Q1 26 | 9.5% | — | ||
| Q4 25 | 11.5% | 2.1% | ||
| Q3 25 | 10.5% | 2.5% | ||
| Q2 25 | 10.6% | 2.1% | ||
| Q1 25 | 10.3% | 2.9% | ||
| Q4 24 | 12.4% | 2.9% | ||
| Q3 24 | 12.3% | 3.2% | ||
| Q2 24 | 10.1% | 2.8% |
| Q1 26 | — | — | ||
| Q4 25 | 51.58× | 0.85× | ||
| Q3 25 | — | 1.67× | ||
| Q2 25 | — | 1.31× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | — | 1.12× | ||
| Q3 24 | — | 1.48× | ||
| Q2 24 | — | 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
CLVT
| Subscription | $397.5M | 68% |
| Re-occurring | $108.6M | 19% |
| Transactional | $79.4M | 14% |
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% |
