vs
CARLISLE COMPANIES INC（CSL）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
CARLISLE COMPANIES INCの直近四半期売上が大きい（$1.1B vs $747.5M、Installed Building Products, Inc.の約1.4倍）。CARLISLE COMPANIES INCの純利益率が高く（12.1% vs 10.2%、差は1.9%）。Installed Building Products, Inc.の前年同期比売上増加率が高い（-0.4% vs -4.0%）。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 $-73.0M）。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 -14.8%）
カーライル・カンパニーズ・インクは建設製品のサプライヤーで、建物の省エネ性と耐久性向上に寄与する製品を提供している。商業建築向け単層屋根材、保証付きシステム、付属品の製造・販売を手がけ、建設資材、防水技術の2事業セグメントの下、防潮材、屋根用保護材などをラインナップしている。
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。
CSL vs IBP — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.1B | $747.5M |
| 純利益 | $127.7M | $76.6M |
| 粗利率 | 34.5% | 35.0% |
| 営業利益率 | 17.1% | 14.6% |
| 純利益率 | 12.1% | 10.2% |
| 売上前年比 | -4.0% | -0.4% |
| 純利益前年比 | -10.9% | 14.5% |
| EPS（希薄化後） | $3.10 | $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 | $1.1B | — | ||
| Q4 25 | $1.1B | $747.5M | ||
| Q3 25 | $1.3B | $778.2M | ||
| Q2 25 | $1.4B | $760.3M | ||
| Q1 25 | $1.1B | $684.8M | ||
| Q4 24 | $1.1B | $750.2M | ||
| Q3 24 | $1.3B | $760.6M | ||
| Q2 24 | $1.5B | $737.6M |
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $76.6M | ||
| Q3 25 | $214.2M | $74.4M | ||
| Q2 25 | $255.8M | $69.0M | ||
| Q1 25 | $143.3M | $45.4M | ||
| Q4 24 | $162.8M | $66.9M | ||
| Q3 24 | $244.3M | $68.6M | ||
| Q2 24 | $712.4M | $65.2M |
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 35.0% | ||
| Q3 25 | 36.0% | 34.0% | ||
| Q2 25 | 37.3% | 34.2% | ||
| Q1 25 | 35.2% | 32.7% | ||
| Q4 24 | 36.1% | 33.6% | ||
| Q3 24 | 38.6% | 33.8% | ||
| Q2 24 | 39.2% | 34.1% |
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 14.6% | ||
| Q3 25 | 21.8% | 13.7% | ||
| Q2 25 | 23.1% | 13.3% | ||
| Q1 25 | 16.8% | 10.2% | ||
| Q4 24 | 19.9% | 13.1% | ||
| Q3 24 | 23.7% | 13.3% | ||
| Q2 24 | 26.0% | 12.9% |
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 10.2% | ||
| Q3 25 | 15.9% | 9.6% | ||
| Q2 25 | 17.6% | 9.1% | ||
| Q1 25 | 13.1% | 6.6% | ||
| Q4 24 | 14.5% | 8.9% | ||
| Q3 24 | 18.3% | 9.0% | ||
| Q2 24 | 49.1% | 8.8% |
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $2.81 | ||
| Q3 25 | $4.98 | $2.74 | ||
| Q2 25 | $5.88 | $2.52 | ||
| Q1 25 | $3.20 | $1.64 | ||
| Q4 24 | $3.76 | $2.39 | ||
| Q3 24 | $5.25 | $2.44 | ||
| Q2 24 | $14.84 | $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 | $771.3M | $321.9M |
| 総負債低いほど良い | — | $886.6M |
| 株主資本純資産 | $1.7B | $709.9M |
| 総資産 | — | $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
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $321.9M | ||
| Q3 25 | $1.1B | $333.3M | ||
| Q2 25 | $68.4M | $305.2M | ||
| Q1 25 | $220.2M | $298.7M | ||
| Q4 24 | $753.5M | $327.6M | ||
| Q3 24 | $1.5B | $406.2M | ||
| Q2 24 | $1.7B | $380.3M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $886.6M | ||
| Q3 25 | $2.9B | $880.8M | ||
| Q2 25 | $1.9B | $876.1M | ||
| Q1 25 | $1.9B | $872.4M | ||
| Q4 24 | $1.9B | $874.8M | ||
| Q3 24 | $2.3B | $872.3M | ||
| Q2 24 | $2.3B | $875.8M |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $709.9M | ||
| Q3 25 | $2.0B | $678.6M | ||
| Q2 25 | $2.1B | $664.5M | ||
| Q1 25 | $2.2B | $660.9M | ||
| Q4 24 | $2.5B | $705.3M | ||
| Q3 24 | $2.8B | $716.4M | ||
| Q2 24 | $3.0B | $685.3M |
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $2.1B | ||
| Q3 25 | $6.5B | $2.1B | ||
| Q2 25 | $5.5B | $2.0B | ||
| Q1 25 | $5.5B | $2.0B | ||
| Q4 24 | $5.8B | $2.1B | ||
| Q3 24 | $6.5B | $2.1B | ||
| Q2 24 | $6.7B | $2.0B |
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 1.25× | ||
| Q3 25 | 1.45× | 1.30× | ||
| Q2 25 | 0.89× | 1.32× | ||
| Q1 25 | 0.87× | 1.32× | ||
| Q4 24 | 0.77× | 1.24× | ||
| Q3 24 | 0.83× | 1.22× | ||
| Q2 24 | 0.76× | 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 | $-73.0M | $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 | 2.7% | 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 | $924.8M | $300.8M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $64.9M | ||
| Q3 25 | $426.9M | $124.0M | ||
| Q2 25 | $287.1M | $90.4M | ||
| Q1 25 | $1.8M | $92.1M | ||
| Q4 24 | $370.6M | $74.8M | ||
| Q3 24 | $312.8M | $101.4M | ||
| Q2 24 | $183.4M | $79.0M |
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $49.3M | ||
| Q3 25 | $393.4M | $104.8M | ||
| Q2 25 | $258.3M | $74.8M | ||
| Q1 25 | $-27.2M | $71.9M | ||
| Q4 24 | $334.0M | $52.9M | ||
| Q3 24 | $293.5M | $77.3M | ||
| Q2 24 | $158.5M | $58.2M |
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 6.6% | ||
| Q3 25 | 29.2% | 13.5% | ||
| Q2 25 | 17.8% | 9.8% | ||
| Q1 25 | -2.5% | 10.5% | ||
| Q4 24 | 29.7% | 7.1% | ||
| Q3 24 | 22.0% | 10.2% | ||
| Q2 24 | 10.9% | 7.9% |
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 2.1% | ||
| Q3 25 | 2.5% | 2.5% | ||
| Q2 25 | 2.0% | 2.1% | ||
| Q1 25 | 2.6% | 2.9% | ||
| Q4 24 | 3.3% | 2.9% | ||
| Q3 24 | 1.4% | 3.2% | ||
| Q2 24 | 1.7% | 2.8% |
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 0.85× | ||
| Q3 25 | 1.99× | 1.67× | ||
| Q2 25 | 1.12× | 1.31× | ||
| Q1 25 | 0.01× | 2.03× | ||
| Q4 24 | 2.28× | 1.12× | ||
| Q3 24 | 1.28× | 1.48× | ||
| Q2 24 | 0.26× | 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
CSL
| CCM | $758.0M | 72% |
| CWT | $294.0M | 28% |
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% |
