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AMERICOLD REALTY TRUST（COLD）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 $643.1M、AMERICOLD REALTY TRUSTの約1.2倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs -13.7%、差は24.0%）。Installed Building Products, Inc.の前年同期比売上増加率が高い（-0.4% vs -0.7%）。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 $-12.2M）。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 -0.6%）
Americold Realty Trustは米国ジョージア州アトランタに本社を置く温度管理倉庫・運送企業で、現代的な商用温度管理倉庫事業を営み、コールドチェーンを通じて生鮮品を保管し、食品保存の役割を担う、世界第2位の温度管理倉庫・流通サービスプロバイダーである。
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。
COLD vs IBP — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $643.1M | $747.5M |
| 純利益 | $-88.3M | $76.6M |
| 粗利率 | 31.3% | 35.0% |
| 営業利益率 | -10.8% | 14.6% |
| 純利益率 | -13.7% | 10.2% |
| 売上前年比 | -0.7% | -0.4% |
| 純利益前年比 | -143.9% | 14.5% |
| EPS（希薄化後） | $-0.31 | $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 | $643.1M | $747.5M | ||
| Q3 25 | $649.0M | $778.2M | ||
| Q2 25 | $635.1M | $760.3M | ||
| Q1 25 | $613.7M | $684.8M | ||
| Q4 24 | $647.4M | $750.2M | ||
| Q3 24 | $660.4M | $760.6M | ||
| Q2 24 | $645.6M | $737.6M | ||
| Q1 24 | $651.4M | $692.9M |
| Q4 25 | $-88.3M | $76.6M | ||
| Q3 25 | $-11.4M | $74.4M | ||
| Q2 25 | $1.5M | $69.0M | ||
| Q1 25 | $-16.4M | $45.4M | ||
| Q4 24 | $-36.2M | $66.9M | ||
| Q3 24 | $-3.7M | $68.6M | ||
| Q2 24 | $-64.1M | $65.2M | ||
| Q1 24 | $9.7M | $55.9M |
| Q4 25 | 31.3% | 35.0% | ||
| Q3 25 | 29.3% | 34.0% | ||
| Q2 25 | 30.9% | 34.2% | ||
| Q1 25 | 31.1% | 32.7% | ||
| Q4 24 | 29.7% | 33.6% | ||
| Q3 24 | 29.6% | 33.8% | ||
| Q2 24 | 31.0% | 34.1% | ||
| Q1 24 | 30.3% | 33.8% |
| Q4 25 | -10.8% | 14.6% | ||
| Q3 25 | 2.6% | 13.7% | ||
| Q2 25 | 5.9% | 13.3% | ||
| Q1 25 | 3.6% | 10.2% | ||
| Q4 24 | -1.8% | 13.1% | ||
| Q3 24 | 4.6% | 13.3% | ||
| Q2 24 | 9.8% | 12.9% | ||
| Q1 24 | 6.4% | 12.7% |
| Q4 25 | -13.7% | 10.2% | ||
| Q3 25 | -1.8% | 9.6% | ||
| Q2 25 | 0.2% | 9.1% | ||
| Q1 25 | -2.7% | 6.6% | ||
| Q4 24 | -5.6% | 8.9% | ||
| Q3 24 | -0.6% | 9.0% | ||
| Q2 24 | -9.9% | 8.8% | ||
| Q1 24 | 1.5% | 8.1% |
| Q4 25 | $-0.31 | $2.81 | ||
| Q3 25 | $-0.04 | $2.74 | ||
| Q2 25 | $0.01 | $2.52 | ||
| Q1 25 | $-0.06 | $1.64 | ||
| Q4 24 | $-0.12 | $2.39 | ||
| Q3 24 | $-0.01 | $2.44 | ||
| Q2 24 | $-0.23 | $2.30 | ||
| Q1 24 | $0.03 | $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 | $136.9M | $321.9M |
| 総負債低いほど良い | — | $886.6M |
| 株主資本純資産 | $2.9B | $709.9M |
| 総資産 | $8.1B | $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
| Q4 25 | $136.9M | $321.9M | ||
| Q3 25 | $33.3M | $333.3M | ||
| Q2 25 | $101.4M | $305.2M | ||
| Q1 25 | $38.9M | $298.7M | ||
| Q4 24 | $47.7M | $327.6M | ||
| Q3 24 | $61.3M | $406.2M | ||
| Q2 24 | $44.2M | $380.3M | ||
| Q1 24 | $59.2M | $399.9M |
| 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 | ||
| Q1 24 | — | $875.0M |
| Q4 25 | $2.9B | $709.9M | ||
| Q3 25 | $3.0B | $678.6M | ||
| Q2 25 | $3.1B | $664.5M | ||
| Q1 25 | $3.2B | $660.9M | ||
| Q4 24 | $3.3B | $705.3M | ||
| Q3 24 | $3.4B | $716.4M | ||
| Q2 24 | $3.4B | $685.3M | ||
| Q1 24 | $3.6B | $679.2M |
| Q4 25 | $8.1B | $2.1B | ||
| Q3 25 | $8.1B | $2.1B | ||
| Q2 25 | $8.1B | $2.0B | ||
| Q1 25 | $7.8B | $2.0B | ||
| Q4 24 | $7.7B | $2.1B | ||
| Q3 24 | $7.9B | $2.1B | ||
| Q2 24 | $7.8B | $2.0B | ||
| Q1 24 | $7.8B | $2.0B |
| 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× | ||
| Q1 24 | — | 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 | $130.2M | $64.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $-12.2M | $49.3M |
| FCFマージンFCF / 売上 | -1.9% | 6.6% |
| 設備投資強度設備投資 / 売上 | 22.1% | 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 | $-217.2M | $300.8M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $130.2M | $64.9M | ||
| Q3 25 | $78.9M | $124.0M | ||
| Q2 25 | $120.3M | $90.4M | ||
| Q1 25 | $30.2M | $92.1M | ||
| Q4 24 | $162.6M | $74.8M | ||
| Q3 24 | $50.6M | $101.4M | ||
| Q2 24 | $136.7M | $79.0M | ||
| Q1 24 | $62.0M | $84.8M |
| Q4 25 | $-12.2M | $49.3M | ||
| Q3 25 | $-65.4M | $104.8M | ||
| Q2 25 | $-57.4M | $74.8M | ||
| Q1 25 | $-82.3M | $71.9M | ||
| Q4 24 | $57.4M | $52.9M | ||
| Q3 24 | $-44.5M | $77.3M | ||
| Q2 24 | $73.3M | $58.2M | ||
| Q1 24 | $16.2M | $63.0M |
| Q4 25 | -1.9% | 6.6% | ||
| Q3 25 | -10.1% | 13.5% | ||
| Q2 25 | -9.0% | 9.8% | ||
| Q1 25 | -13.4% | 10.5% | ||
| Q4 24 | 8.9% | 7.1% | ||
| Q3 24 | -6.7% | 10.2% | ||
| Q2 24 | 11.4% | 7.9% | ||
| Q1 24 | 2.5% | 9.1% |
| Q4 25 | 22.1% | 2.1% | ||
| Q3 25 | 22.2% | 2.5% | ||
| Q2 25 | 28.0% | 2.1% | ||
| Q1 25 | 18.3% | 2.9% | ||
| Q4 24 | 16.3% | 2.9% | ||
| Q3 24 | 14.4% | 3.2% | ||
| Q2 24 | 9.8% | 2.8% | ||
| Q1 24 | 7.0% | 3.1% |
| Q4 25 | — | 0.85× | ||
| Q3 25 | — | 1.67× | ||
| Q2 25 | 78.18× | 1.31× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | — | 1.12× | ||
| Q3 24 | — | 1.48× | ||
| Q2 24 | — | 1.21× | ||
| Q1 24 | 6.36× | 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
COLD
| Warehouse Services | $269.0M | 42% |
| Warehouse Rent And Storage | $199.9M | 31% |
| Other Facilities Costs | $60.0M | 9% |
| Transportation Segment | $48.3M | 8% |
| Power | $34.7M | 5% |
| Transportation | $22.0M | 3% |
| Third Party Managed Segment | $9.5M | 1% |
| Third Party Managed | $2.4M | 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% |
