vs
COMPASS MINERALS INTERNATIONAL INC（CMP）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 $396.1M、COMPASS MINERALS INTERNATIONAL INCの約1.9倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs 4.7%、差は5.6%）。COMPASS MINERALS INTERNATIONAL INCの前年同期比売上増加率が高い（28.9% vs -0.4%）。Installed Building Products, Inc.の直近四半期フリーキャッシュフローが多い（$49.3M vs $-59.8M）。過去8四半期でCOMPASS MINERALS INTERNATIONAL INCの売上複合成長率が高い（4.3% vs 3.9%）
コンパス・ミネラルズ・インターナショナルはアメリカ合衆国の上場鉱物企業で、本社はカンザス州オーバーランドパークに置かれています。塩、塩化マグネシウム、硫酸カリウムなどの有力な生産企業として、北米とイギリスの顧客に処理済み・未処理のバルク道路除氷塩を供給し、世界中の生産者に植物栄養製品を提供するほか、民生用除氷・水質調整製品なども生産しています。
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。
CMP vs IBP — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $396.1M | $747.5M |
| 純利益 | $18.6M | $76.6M |
| 粗利率 | 16.0% | 35.0% |
| 営業利益率 | 9.2% | 14.6% |
| 純利益率 | 4.7% | 10.2% |
| 売上前年比 | 28.9% | -0.4% |
| 純利益前年比 | 178.8% | 14.5% |
| EPS（希薄化後） | $0.43 | $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 | $396.1M | $747.5M | ||
| Q3 25 | $227.5M | $778.2M | ||
| Q2 25 | $214.6M | $760.3M | ||
| Q1 25 | $494.6M | $684.8M | ||
| Q4 24 | $307.2M | $750.2M | ||
| Q3 24 | $208.8M | $760.6M | ||
| Q2 24 | $202.9M | $737.6M | ||
| Q1 24 | $364.0M | $692.9M |
| Q4 25 | $18.6M | $76.6M | ||
| Q3 25 | $-7.2M | $74.4M | ||
| Q2 25 | $-17.0M | $69.0M | ||
| Q1 25 | $-32.0M | $45.4M | ||
| Q4 24 | $-23.6M | $66.9M | ||
| Q3 24 | $-48.3M | $68.6M | ||
| Q2 24 | $-43.6M | $65.2M | ||
| Q1 24 | $-38.9M | $55.9M |
| Q4 25 | 16.0% | 35.0% | ||
| Q3 25 | 16.9% | 34.0% | ||
| Q2 25 | 19.2% | 34.2% | ||
| Q1 25 | 15.5% | 32.7% | ||
| Q4 24 | 11.2% | 33.6% | ||
| Q3 24 | 9.3% | 33.8% | ||
| Q2 24 | 16.1% | 34.1% | ||
| Q1 24 | 19.7% | 33.8% |
| Q4 25 | 9.2% | 14.6% | ||
| Q3 25 | 5.3% | 13.7% | ||
| Q2 25 | 7.4% | 13.3% | ||
| Q1 25 | -0.6% | 10.2% | ||
| Q4 24 | 0.2% | 13.1% | ||
| Q3 24 | -14.3% | 13.3% | ||
| Q2 24 | 2.9% | 12.9% | ||
| Q1 24 | -10.8% | 12.7% |
| Q4 25 | 4.7% | 10.2% | ||
| Q3 25 | -3.2% | 9.6% | ||
| Q2 25 | -7.9% | 9.1% | ||
| Q1 25 | -6.5% | 6.6% | ||
| Q4 24 | -7.7% | 8.9% | ||
| Q3 24 | -23.1% | 9.0% | ||
| Q2 24 | -21.5% | 8.8% | ||
| Q1 24 | -10.7% | 8.1% |
| Q4 25 | $0.43 | $2.81 | ||
| Q3 25 | — | $2.74 | ||
| Q2 25 | $-0.41 | $2.52 | ||
| Q1 25 | $-0.77 | $1.64 | ||
| Q4 24 | $-0.57 | $2.39 | ||
| Q3 24 | $-1.17 | $2.44 | ||
| Q2 24 | $-1.05 | $2.30 | ||
| Q1 24 | $-0.94 | $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 | $46.7M | $321.9M |
| 総負債低いほど良い | $890.0M | $886.6M |
| 株主資本純資産 | $260.5M | $709.9M |
| 総資産 | $1.5B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | 3.42× | 1.25× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $46.7M | $321.9M | ||
| Q3 25 | $59.7M | $333.3M | ||
| Q2 25 | $79.4M | $305.2M | ||
| Q1 25 | $49.5M | $298.7M | ||
| Q4 24 | $45.8M | $327.6M | ||
| Q3 24 | $20.2M | $406.2M | ||
| Q2 24 | $12.8M | $380.3M | ||
| Q1 24 | $38.3M | $399.9M |
| Q4 25 | $890.0M | $886.6M | ||
| Q3 25 | $839.8M | $880.8M | ||
| Q2 25 | $833.4M | $876.1M | ||
| Q1 25 | $807.6M | $872.4M | ||
| Q4 24 | $974.4M | $874.8M | ||
| Q3 24 | $921.2M | $872.3M | ||
| Q2 24 | $875.1M | $875.8M | ||
| Q1 24 | $877.2M | $875.0M |
| Q4 25 | $260.5M | $709.9M | ||
| Q3 25 | $234.1M | $678.6M | ||
| Q2 25 | $249.8M | $664.5M | ||
| Q1 25 | $236.5M | $660.9M | ||
| Q4 24 | $263.0M | $705.3M | ||
| Q3 24 | $316.6M | $716.4M | ||
| Q2 24 | $352.1M | $685.3M | ||
| Q1 24 | $400.4M | $679.2M |
| Q4 25 | $1.5B | $2.1B | ||
| Q3 25 | $1.5B | $2.1B | ||
| Q2 25 | $1.5B | $2.0B | ||
| Q1 25 | $1.5B | $2.0B | ||
| Q4 24 | $1.7B | $2.1B | ||
| Q3 24 | $1.6B | $2.1B | ||
| Q2 24 | $1.6B | $2.0B | ||
| Q1 24 | $1.7B | $2.0B |
| Q4 25 | 3.42× | 1.25× | ||
| Q3 25 | 3.59× | 1.30× | ||
| Q2 25 | 3.34× | 1.32× | ||
| Q1 25 | 3.41× | 1.32× | ||
| Q4 24 | 3.70× | 1.24× | ||
| Q3 24 | 2.91× | 1.22× | ||
| Q2 24 | 2.49× | 1.28× | ||
| Q1 24 | 2.19× | 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 | $-37.0M | $64.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $-59.8M | $49.3M |
| FCFマージンFCF / 売上 | -15.1% | 6.6% |
| 設備投資強度設備投資 / 売上 | 5.8% | 2.1% |
| キャッシュ転換率営業CF / 純利益 | -1.99× | 0.85× |
| 直近12ヶ月FCF直近4四半期 | $94.1M | $300.8M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $-37.0M | $64.9M | ||
| Q3 25 | $-6.9M | $124.0M | ||
| Q2 25 | $21.8M | $90.4M | ||
| Q1 25 | $186.9M | $92.1M | ||
| Q4 24 | $-4.1M | $74.8M | ||
| Q3 24 | $-12.7M | $101.4M | ||
| Q2 24 | $-6.8M | $79.0M | ||
| Q1 24 | $86.2M | $84.8M |
| Q4 25 | $-59.8M | $49.3M | ||
| Q3 25 | $-22.8M | $104.8M | ||
| Q2 25 | $3.8M | $74.8M | ||
| Q1 25 | $172.9M | $71.9M | ||
| Q4 24 | $-25.9M | $52.9M | ||
| Q3 24 | $-33.6M | $77.3M | ||
| Q2 24 | $-21.5M | $58.2M | ||
| Q1 24 | $56.2M | $63.0M |
| Q4 25 | -15.1% | 6.6% | ||
| Q3 25 | -10.0% | 13.5% | ||
| Q2 25 | 1.8% | 9.8% | ||
| Q1 25 | 35.0% | 10.5% | ||
| Q4 24 | -8.4% | 7.1% | ||
| Q3 24 | -16.1% | 10.2% | ||
| Q2 24 | -10.6% | 7.9% | ||
| Q1 24 | 15.4% | 9.1% |
| Q4 25 | 5.8% | 2.1% | ||
| Q3 25 | 7.0% | 2.5% | ||
| Q2 25 | 8.4% | 2.1% | ||
| Q1 25 | 2.8% | 2.9% | ||
| Q4 24 | 7.1% | 2.9% | ||
| Q3 24 | 10.0% | 3.2% | ||
| Q2 24 | 7.2% | 2.8% | ||
| Q1 24 | 8.2% | 3.1% |
| Q4 25 | -1.99× | 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× | ||
| Q1 24 | — | 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
CMP
| Highway Deicing Salt | $210.8M | 53% |
| Consumer Industrial Salt | $120.7M | 30% |
| Plant Nutrition | $60.8M | 15% |
| Transferred Over Time | $2.8M | 1% |
| Other | $1.0M | 0% |
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% |
