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DIODES INC（DIOD）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 $391.6M、DIODES INCの約1.9倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs 2.6%、差は7.6%）。DIODES INCの前年同期比売上増加率が高い（15.4% 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 $12.4M）。過去8四半期でDIODES INCの売上複合成長率が高い（13.9% vs 3.9%）
ダイオーズ・インコーポレーテッドは世界的な半導体メーカーで、ディスクリート半導体、アナログ及びミックスドシグナル半導体の設計・生産・供給を事業内容としています。製品は自動車、産業機器、民生電子機器、コンピューティング、通信インフラなどの分野で広く活用され、世界中の顧客にサービスを提供しています。
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。
DIOD vs IBP — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $391.6M | $747.5M |
| 純利益 | $10.2M | $76.6M |
| 粗利率 | 31.1% | 35.0% |
| 営業利益率 | 3.4% | 14.6% |
| 純利益率 | 2.6% | 10.2% |
| 売上前年比 | 15.4% | -0.4% |
| 純利益前年比 | 23.8% | 14.5% |
| EPS（希薄化後） | $0.23 | $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 | $391.6M | $747.5M | ||
| Q3 25 | $392.2M | $778.2M | ||
| Q2 25 | $366.2M | $760.3M | ||
| Q1 25 | $332.1M | $684.8M | ||
| Q4 24 | $339.3M | $750.2M | ||
| Q3 24 | $350.1M | $760.6M | ||
| Q2 24 | $319.8M | $737.6M | ||
| Q1 24 | $302.0M | $692.9M |
| Q4 25 | $10.2M | $76.6M | ||
| Q3 25 | $14.3M | $74.4M | ||
| Q2 25 | $46.1M | $69.0M | ||
| Q1 25 | $-4.4M | $45.4M | ||
| Q4 24 | $8.2M | $66.9M | ||
| Q3 24 | $13.7M | $68.6M | ||
| Q2 24 | $8.0M | $65.2M | ||
| Q1 24 | $14.0M | $55.9M |
| Q4 25 | 31.1% | 35.0% | ||
| Q3 25 | 30.7% | 34.0% | ||
| Q2 25 | 31.5% | 34.2% | ||
| Q1 25 | 31.5% | 32.7% | ||
| Q4 24 | 32.7% | 33.6% | ||
| Q3 24 | 33.7% | 33.8% | ||
| Q2 24 | 33.6% | 34.1% | ||
| Q1 24 | 33.0% | 33.8% |
| Q4 25 | 3.4% | 14.6% | ||
| Q3 25 | 3.0% | 13.7% | ||
| Q2 25 | 2.6% | 13.3% | ||
| Q1 25 | 0.4% | 10.2% | ||
| Q4 24 | 3.5% | 13.1% | ||
| Q3 24 | 6.2% | 13.3% | ||
| Q2 24 | 1.2% | 12.9% | ||
| Q1 24 | 4.3% | 12.7% |
| Q4 25 | 2.6% | 10.2% | ||
| Q3 25 | 3.6% | 9.6% | ||
| Q2 25 | 12.6% | 9.1% | ||
| Q1 25 | -1.3% | 6.6% | ||
| Q4 24 | 2.4% | 8.9% | ||
| Q3 24 | 3.9% | 9.0% | ||
| Q2 24 | 2.5% | 8.8% | ||
| Q1 24 | 4.6% | 8.1% |
| Q4 25 | $0.23 | $2.81 | ||
| Q3 25 | $0.31 | $2.74 | ||
| Q2 25 | $0.99 | $2.52 | ||
| Q1 25 | $-0.10 | $1.64 | ||
| Q4 24 | $0.18 | $2.39 | ||
| Q3 24 | $0.30 | $2.44 | ||
| Q2 24 | $0.17 | $2.30 | ||
| Q1 24 | $0.30 | $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 | $377.0M | $321.9M |
| 総負債低いほど良い | $25.7M | $886.6M |
| 株主資本純資産 | $1.9B | $709.9M |
| 総資産 | $2.4B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | 0.01× | 1.25× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $377.0M | $321.9M | ||
| Q3 25 | $386.4M | $333.3M | ||
| Q2 25 | $327.3M | $305.2M | ||
| Q1 25 | $343.9M | $298.7M | ||
| Q4 24 | $316.1M | $327.6M | ||
| Q3 24 | $319.3M | $406.2M | ||
| Q2 24 | $273.9M | $380.3M | ||
| Q1 24 | $276.0M | $399.9M |
| Q4 25 | $25.7M | $886.6M | ||
| Q3 25 | $24.9M | $880.8M | ||
| Q2 25 | $26.4M | $876.1M | ||
| Q1 25 | $20.5M | $872.4M | ||
| Q4 24 | $20.7M | $874.8M | ||
| Q3 24 | $22.2M | $872.3M | ||
| Q2 24 | $20.3M | $875.8M | ||
| Q1 24 | $20.9M | $875.0M |
| Q4 25 | $1.9B | $709.9M | ||
| Q3 25 | $1.9B | $678.6M | ||
| Q2 25 | $1.9B | $664.5M | ||
| Q1 25 | $1.8B | $660.9M | ||
| Q4 24 | $1.8B | $705.3M | ||
| Q3 24 | $1.8B | $716.4M | ||
| Q2 24 | $1.8B | $685.3M | ||
| Q1 24 | $1.7B | $679.2M |
| Q4 25 | $2.4B | $2.1B | ||
| Q3 25 | $2.5B | $2.1B | ||
| Q2 25 | $2.5B | $2.0B | ||
| Q1 25 | $2.4B | $2.0B | ||
| Q4 24 | $2.4B | $2.1B | ||
| Q3 24 | $2.4B | $2.1B | ||
| Q2 24 | $2.4B | $2.0B | ||
| Q1 24 | $2.4B | $2.0B |
| Q4 25 | 0.01× | 1.25× | ||
| Q3 25 | 0.01× | 1.30× | ||
| Q2 25 | 0.01× | 1.32× | ||
| Q1 25 | 0.01× | 1.32× | ||
| Q4 24 | 0.01× | 1.24× | ||
| Q3 24 | 0.01× | 1.22× | ||
| Q2 24 | 0.01× | 1.28× | ||
| Q1 24 | 0.01× | 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 | $38.1M | $64.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $12.4M | $49.3M |
| FCFマージンFCF / 売上 | 3.2% | 6.6% |
| 設備投資強度設備投資 / 売上 | 6.6% | 2.1% |
| キャッシュ転換率営業CF / 純利益 | 3.74× | 0.85× |
| 直近12ヶ月FCF直近4四半期 | $137.2M | $300.8M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $38.1M | $64.9M | ||
| Q3 25 | $79.1M | $124.0M | ||
| Q2 25 | $41.5M | $90.4M | ||
| Q1 25 | $56.7M | $92.1M | ||
| Q4 24 | $81.8M | $74.8M | ||
| Q3 24 | $54.4M | $101.4M | ||
| Q2 24 | $14.4M | $79.0M | ||
| Q1 24 | $-31.1M | $84.8M |
| Q4 25 | $12.4M | $49.3M | ||
| Q3 25 | $62.8M | $104.8M | ||
| Q2 25 | $21.1M | $74.8M | ||
| Q1 25 | $40.8M | $71.9M | ||
| Q4 24 | $62.1M | $52.9M | ||
| Q3 24 | $39.4M | $77.3M | ||
| Q2 24 | $-3.5M | $58.2M | ||
| Q1 24 | $-51.5M | $63.0M |
| Q4 25 | 3.2% | 6.6% | ||
| Q3 25 | 16.0% | 13.5% | ||
| Q2 25 | 5.8% | 9.8% | ||
| Q1 25 | 12.3% | 10.5% | ||
| Q4 24 | 18.3% | 7.1% | ||
| Q3 24 | 11.2% | 10.2% | ||
| Q2 24 | -1.1% | 7.9% | ||
| Q1 24 | -17.1% | 9.1% |
| Q4 25 | 6.6% | 2.1% | ||
| Q3 25 | 4.2% | 2.5% | ||
| Q2 25 | 5.6% | 2.1% | ||
| Q1 25 | 4.8% | 2.9% | ||
| Q4 24 | 5.8% | 2.9% | ||
| Q3 24 | 4.3% | 3.2% | ||
| Q2 24 | 5.6% | 2.8% | ||
| Q1 24 | 6.7% | 3.1% |
| Q4 25 | 3.74× | 0.85× | ||
| Q3 25 | 5.54× | 1.67× | ||
| Q2 25 | 0.90× | 1.31× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | 9.93× | 1.12× | ||
| Q3 24 | 3.95× | 1.48× | ||
| Q2 24 | 1.80× | 1.21× | ||
| Q1 24 | -2.22× | 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
DIOD
| Distributor | $253.1M | 65% |
| Direct Sales | $138.5M | 35% |
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% |
