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EDGEWELL PERSONAL CARE Co（EPC）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 $422.8M、EDGEWELL PERSONAL CARE Coの約1.8倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs -15.5%、差は25.8%）。Installed Building Products, Inc.の前年同期比売上増加率が高い（-0.4% vs -11.6%）。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 $-137.5M）。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 -16.0%）
エッジウェル・パーソナルケアは本社をアメリカ・コネチカット州シェルトンに置く多国籍消費財企業です。パーソナルケア製品を主な事業とし、2015年にエナジャイザー・ホールディングスから分離されて設立され、現在は世界各国で事業を展開しています。
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。
EPC vs IBP — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $422.8M | $747.5M |
| 純利益 | $-65.7M | $76.6M |
| 粗利率 | 38.1% | 35.0% |
| 営業利益率 | -4.5% | 14.6% |
| 純利益率 | -15.5% | 10.2% |
| 売上前年比 | -11.6% | -0.4% |
| 純利益前年比 | -3028.6% | 14.5% |
| EPS（希薄化後） | $-1.41 | $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 | $422.8M | $747.5M | ||
| Q3 25 | $600.5M | $778.2M | ||
| Q2 25 | $627.2M | $760.3M | ||
| Q1 25 | $580.7M | $684.8M | ||
| Q4 24 | $415.1M | $750.2M | ||
| Q3 24 | $517.6M | $760.6M | ||
| Q2 24 | $647.8M | $737.6M | ||
| Q1 24 | $599.4M | $692.9M |
| Q4 25 | $-65.7M | $76.6M | ||
| Q3 25 | $-30.6M | $74.4M | ||
| Q2 25 | $29.1M | $69.0M | ||
| Q1 25 | $29.0M | $45.4M | ||
| Q4 24 | $-2.1M | $66.9M | ||
| Q3 24 | $8.8M | $68.6M | ||
| Q2 24 | $49.0M | $65.2M | ||
| Q1 24 | $36.0M | $55.9M |
| Q4 25 | 38.1% | 35.0% | ||
| Q3 25 | 37.9% | 34.0% | ||
| Q2 25 | 42.8% | 34.2% | ||
| Q1 25 | 44.1% | 32.7% | ||
| Q4 24 | 41.6% | 33.6% | ||
| Q3 24 | 41.1% | 33.8% | ||
| Q2 24 | 44.3% | 34.1% | ||
| Q1 24 | 43.1% | 33.8% |
| Q4 25 | -4.5% | 14.6% | ||
| Q3 25 | -4.2% | 13.7% | ||
| Q2 25 | 8.6% | 13.3% | ||
| Q1 25 | 10.1% | 10.2% | ||
| Q4 24 | 2.2% | 13.1% | ||
| Q3 24 | 3.9% | 13.3% | ||
| Q2 24 | 12.8% | 12.9% | ||
| Q1 24 | 11.7% | 12.7% |
| Q4 25 | -15.5% | 10.2% | ||
| Q3 25 | -5.1% | 9.6% | ||
| Q2 25 | 4.6% | 9.1% | ||
| Q1 25 | 5.0% | 6.6% | ||
| Q4 24 | -0.5% | 8.9% | ||
| Q3 24 | 1.7% | 9.0% | ||
| Q2 24 | 7.6% | 8.8% | ||
| Q1 24 | 6.0% | 8.1% |
| Q4 25 | $-1.41 | $2.81 | ||
| Q3 25 | $-0.65 | $2.74 | ||
| Q2 25 | $0.62 | $2.52 | ||
| Q1 25 | $0.60 | $1.64 | ||
| Q4 24 | $-0.04 | $2.39 | ||
| Q3 24 | $0.18 | $2.44 | ||
| Q2 24 | $0.98 | $2.30 | ||
| Q1 24 | $0.72 | $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 | — | $321.9M |
| 総負債低いほど良い | $1.5B | $886.6M |
| 株主資本純資産 | $1.5B | $709.9M |
| 総資産 | $3.8B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | 1.03× | 1.25× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | $321.9M | ||
| Q3 25 | — | $333.3M | ||
| Q2 25 | — | $305.2M | ||
| Q1 25 | — | $298.7M | ||
| Q4 24 | — | $327.6M | ||
| Q3 24 | $209.1M | $406.2M | ||
| Q2 24 | — | $380.3M | ||
| Q1 24 | — | $399.9M |
| Q4 25 | $1.5B | $886.6M | ||
| Q3 25 | $1.4B | $880.8M | ||
| Q2 25 | $1.4B | $876.1M | ||
| Q1 25 | $1.4B | $872.4M | ||
| Q4 24 | $1.4B | $874.8M | ||
| Q3 24 | $1.3B | $872.3M | ||
| Q2 24 | $1.3B | $875.8M | ||
| Q1 24 | $1.4B | $875.0M |
| Q4 25 | $1.5B | $709.9M | ||
| Q3 25 | $1.6B | $678.6M | ||
| Q2 25 | $1.6B | $664.5M | ||
| Q1 25 | $1.5B | $660.9M | ||
| Q4 24 | $1.5B | $705.3M | ||
| Q3 24 | $1.6B | $716.4M | ||
| Q2 24 | $1.6B | $685.3M | ||
| Q1 24 | $1.6B | $679.2M |
| Q4 25 | $3.8B | $2.1B | ||
| Q3 25 | $3.8B | $2.1B | ||
| Q2 25 | $3.8B | $2.0B | ||
| Q1 25 | $3.8B | $2.0B | ||
| Q4 24 | $3.7B | $2.1B | ||
| Q3 24 | $3.7B | $2.1B | ||
| Q2 24 | $3.7B | $2.0B | ||
| Q1 24 | $3.8B | $2.0B |
| Q4 25 | 1.03× | 1.25× | ||
| Q3 25 | 0.89× | 1.30× | ||
| Q2 25 | 0.88× | 1.32× | ||
| Q1 25 | 0.95× | 1.32× | ||
| Q4 24 | 0.97× | 1.24× | ||
| Q3 24 | 0.81× | 1.22× | ||
| Q2 24 | 0.82× | 1.28× | ||
| Q1 24 | 0.88× | 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 | $-125.9M | $64.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $-137.5M | $49.3M |
| FCFマージンFCF / 売上 | -32.5% | 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 | $36.3M | $300.8M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $-125.9M | $64.9M | ||
| Q3 25 | $74.1M | $124.0M | ||
| Q2 25 | $114.8M | $90.4M | ||
| Q1 25 | $45.1M | $92.1M | ||
| Q4 24 | $-115.6M | $74.8M | ||
| Q3 24 | $-388.3M | $101.4M | ||
| Q2 24 | $101.2M | $79.0M | ||
| Q1 24 | $129.0M | $84.8M |
| Q4 25 | $-137.5M | $49.3M | ||
| Q3 25 | $46.5M | $104.8M | ||
| Q2 25 | $99.3M | $74.8M | ||
| Q1 25 | $28.0M | $71.9M | ||
| Q4 24 | $-132.4M | $52.9M | ||
| Q3 24 | $-414.2M | $77.3M | ||
| Q2 24 | $88.6M | $58.2M | ||
| Q1 24 | $117.5M | $63.0M |
| Q4 25 | -32.5% | 6.6% | ||
| Q3 25 | 7.7% | 13.5% | ||
| Q2 25 | 15.8% | 9.8% | ||
| Q1 25 | 4.8% | 10.5% | ||
| Q4 24 | -31.9% | 7.1% | ||
| Q3 24 | -80.0% | 10.2% | ||
| Q2 24 | 13.7% | 7.9% | ||
| Q1 24 | 19.6% | 9.1% |
| Q4 25 | 2.7% | 2.1% | ||
| Q3 25 | 4.6% | 2.5% | ||
| Q2 25 | 2.5% | 2.1% | ||
| Q1 25 | 2.9% | 2.9% | ||
| Q4 24 | 4.0% | 2.9% | ||
| Q3 24 | 5.0% | 3.2% | ||
| Q2 24 | 1.9% | 2.8% | ||
| Q1 24 | 1.9% | 3.1% |
| Q4 25 | — | 0.85× | ||
| Q3 25 | — | 1.67× | ||
| Q2 25 | 3.95× | 1.31× | ||
| Q1 25 | 1.56× | 2.03× | ||
| Q4 24 | — | 1.12× | ||
| Q3 24 | -44.13× | 1.48× | ||
| Q2 24 | 2.07× | 1.21× | ||
| Q1 24 | 3.58× | 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
EPC
| Other | $242.0M | 57% |
| Sunand Skin Care Segment | $131.5M | 31% |
| Shavinggelsandcreams | $32.3M | 8% |
| Wipes And Other Skin Care Products | $17.0M | 4% |
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% |
