vs
Camping World Holdings, Inc.（CWH）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
Camping World Holdings, Inc.の直近四半期売上が大きい（$1.2B vs $747.5M、Installed Building Products, Inc.の約1.6倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs -9.3%、差は19.5%）。Installed Building Products, Inc.の前年同期比売上増加率が高い（-0.4% vs -2.6%）。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 -7.2%）
キャンピングワールドホールディングスはアメリカのレクリエーショナルビークル（RV）・キャンプ用品企業で、イリノイ州リンカーンシャーに本社を置いています。RVの販売、RV部品の供給、RVのメンテナンスサービスを主力事業とし、各種キャンプ用品も販売しています。全米に202店舗を展開し、電話注文での販売も行っており、2016年10月にIPOで2億5100万ドルを調達し上場しました。
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。
CWH vs IBP — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.2B | $747.5M |
| 純利益 | $-109.1M | $76.6M |
| 粗利率 | 28.8% | 35.0% |
| 営業利益率 | -4.3% | 14.6% |
| 純利益率 | -9.3% | 10.2% |
| 売上前年比 | -2.6% | -0.4% |
| 純利益前年比 | -83.3% | 14.5% |
| EPS（希薄化後） | — | $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 | $1.2B | $747.5M | ||
| Q3 25 | $1.8B | $778.2M | ||
| Q2 25 | $2.0B | $760.3M | ||
| Q1 25 | $1.4B | $684.8M | ||
| Q4 24 | $1.2B | $750.2M | ||
| Q3 24 | $1.7B | $760.6M | ||
| Q2 24 | $1.8B | $737.6M | ||
| Q1 24 | $1.4B | $692.9M |
| Q4 25 | $-109.1M | $76.6M | ||
| Q3 25 | $-40.4M | $74.4M | ||
| Q2 25 | $30.2M | $69.0M | ||
| Q1 25 | $-12.3M | $45.4M | ||
| Q4 24 | $-59.5M | $66.9M | ||
| Q3 24 | $5.5M | $68.6M | ||
| Q2 24 | $9.8M | $65.2M | ||
| Q1 24 | $-22.3M | $55.9M |
| Q4 25 | 28.8% | 35.0% | ||
| Q3 25 | 28.6% | 34.0% | ||
| Q2 25 | 30.0% | 34.2% | ||
| Q1 25 | 30.4% | 32.7% | ||
| Q4 24 | 31.3% | 33.6% | ||
| Q3 24 | 28.9% | 33.8% | ||
| Q2 24 | 30.3% | 34.1% | ||
| Q1 24 | 29.5% | 33.8% |
| Q4 25 | -4.3% | 14.6% | ||
| Q3 25 | 4.4% | 13.7% | ||
| Q2 25 | 6.6% | 13.3% | ||
| Q1 25 | 1.5% | 10.2% | ||
| Q4 24 | -1.3% | 13.1% | ||
| Q3 24 | 3.7% | 13.3% | ||
| Q2 24 | 5.3% | 12.9% | ||
| Q1 24 | 0.3% | 12.7% |
| Q4 25 | -9.3% | 10.2% | ||
| Q3 25 | -2.2% | 9.6% | ||
| Q2 25 | 1.5% | 9.1% | ||
| Q1 25 | -0.9% | 6.6% | ||
| Q4 24 | -4.9% | 8.9% | ||
| Q3 24 | 0.3% | 9.0% | ||
| Q2 24 | 0.5% | 8.8% | ||
| Q1 24 | -1.6% | 8.1% |
| Q4 25 | — | $2.81 | ||
| Q3 25 | — | $2.74 | ||
| Q2 25 | — | $2.52 | ||
| Q1 25 | — | $1.64 | ||
| Q4 24 | — | $2.39 | ||
| Q3 24 | — | $2.44 | ||
| Q2 24 | — | $2.30 | ||
| Q1 24 | — | $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 | $215.0M | $321.9M |
| 総負債低いほど良い | $1.5B | $886.6M |
| 株主資本純資産 | $228.6M | $709.9M |
| 総資産 | $5.0B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | 6.44× | 1.25× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $215.0M | $321.9M | ||
| Q3 25 | $230.5M | $333.3M | ||
| Q2 25 | $118.1M | $305.2M | ||
| Q1 25 | $20.9M | $298.7M | ||
| Q4 24 | $208.4M | $327.6M | ||
| Q3 24 | $28.4M | $406.2M | ||
| Q2 24 | $23.7M | $380.3M | ||
| Q1 24 | $29.7M | $399.9M |
| Q4 25 | $1.5B | $886.6M | ||
| Q3 25 | $1.5B | $880.8M | ||
| Q2 25 | $1.5B | $876.1M | ||
| Q1 25 | $1.5B | $872.4M | ||
| Q4 24 | $1.5B | $874.8M | ||
| Q3 24 | $1.5B | $872.3M | ||
| Q2 24 | $1.5B | $875.8M | ||
| Q1 24 | $1.6B | $875.0M |
| Q4 25 | $228.6M | $709.9M | ||
| Q3 25 | $296.2M | $678.6M | ||
| Q2 25 | $340.5M | $664.5M | ||
| Q1 25 | $310.5M | $660.9M | ||
| Q4 24 | $326.6M | $705.3M | ||
| Q3 24 | $151.6M | $716.4M | ||
| Q2 24 | $149.7M | $685.3M | ||
| Q1 24 | $142.8M | $679.2M |
| Q4 25 | $5.0B | $2.1B | ||
| Q3 25 | $5.0B | $2.1B | ||
| Q2 25 | $5.2B | $2.0B | ||
| Q1 25 | $5.1B | $2.0B | ||
| Q4 24 | $4.9B | $2.1B | ||
| Q3 24 | $4.7B | $2.1B | ||
| Q2 24 | $5.0B | $2.0B | ||
| Q1 24 | $5.1B | $2.0B |
| Q4 25 | 6.44× | 1.25× | ||
| Q3 25 | 5.00× | 1.30× | ||
| Q2 25 | 4.42× | 1.32× | ||
| Q1 25 | 4.87× | 1.32× | ||
| Q4 24 | 4.64× | 1.24× | ||
| Q3 24 | 10.09× | 1.22× | ||
| Q2 24 | 10.28× | 1.28× | ||
| Q1 24 | 11.00× | 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 | $-227.2M | $64.9M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $49.3M |
| FCFマージンFCF / 売上 | — | 6.6% |
| 設備投資強度設備投資 / 売上 | — | 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 | — | $300.8M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $-227.2M | $64.9M | ||
| Q3 25 | $139.8M | $124.0M | ||
| Q2 25 | $187.9M | $90.4M | ||
| Q1 25 | $-232.5M | $92.1M | ||
| Q4 24 | $-163.4M | $74.8M | ||
| Q3 24 | $324.2M | $101.4M | ||
| Q2 24 | $152.3M | $79.0M | ||
| Q1 24 | $-68.0M | $84.8M |
| Q4 25 | — | $49.3M | ||
| Q3 25 | — | $104.8M | ||
| Q2 25 | — | $74.8M | ||
| Q1 25 | — | $71.9M | ||
| Q4 24 | — | $52.9M | ||
| Q3 24 | — | $77.3M | ||
| Q2 24 | — | $58.2M | ||
| Q1 24 | — | $63.0M |
| Q4 25 | — | 6.6% | ||
| Q3 25 | — | 13.5% | ||
| Q2 25 | — | 9.8% | ||
| Q1 25 | — | 10.5% | ||
| Q4 24 | — | 7.1% | ||
| Q3 24 | — | 10.2% | ||
| Q2 24 | — | 7.9% | ||
| Q1 24 | — | 9.1% |
| Q4 25 | — | 2.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 2.8% | ||
| Q1 24 | — | 3.1% |
| Q4 25 | — | 0.85× | ||
| Q3 25 | — | 1.67× | ||
| Q2 25 | 6.22× | 1.31× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | — | 1.12× | ||
| Q3 24 | 58.93× | 1.48× | ||
| Q2 24 | 15.59× | 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
CWH
| New Vehicles | $457.8M | 39% |
| Used Vehicles | $386.5M | 33% |
| Products Service And Other | $160.5M | 14% |
| Finance And Insurance Net | $111.4M | 9% |
| Good Sam Services And Plans | $48.0M | 4% |
| Good Sam Club | $10.5M | 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% |
