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エサブ（ESAB）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 $745.6M、エサブの約1.0倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs 6.6%、差は3.6%）。エサブの前年同期比売上増加率が高い（9.9% vs -0.4%）。過去8四半期でエサブの売上複合成長率が高い（4.0% vs 3.9%）
ESAB（正式名称はElektriska Svetsnings-Aktiebolaget）は米国とスウェーデンに拠点を置く産業企業で、溶接・切断装置や消耗品の開発・販売を主力事業とし、世界中のさまざまな業界の顧客に高品質なソリューションを提供している業界の有力企業です。
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。
ESAB vs IBP — 直接比較
売上が大きい
IBP
1.0倍大きい
$745.6M
売上成長率が高い
ESAB
+10.3%の差
-0.4%
純利益率が高い
IBP
純利益率が3.6%高い
6.6%
2年売上CAGRが高い
ESAB
2年複合成長率
3.9%
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $745.6M | $747.5M |
| 純利益 | $49.2M | $76.6M |
| 粗利率 | 36.9% | 35.0% |
| 営業利益率 | 12.1% | 14.6% |
| 純利益率 | 6.6% | 10.2% |
| 売上前年比 | 9.9% | -0.4% |
| 純利益前年比 | -29.3% | 14.5% |
| EPS（希薄化後） | $0.78 | $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
売上ESABIBP
| Q1 26 | $745.6M | — | ||
| Q4 25 | $727.8M | $747.5M | ||
| Q3 25 | $715.6M | $778.2M | ||
| Q2 25 | $678.1M | $760.3M | ||
| Q1 25 | — | $684.8M | ||
| Q4 24 | $670.8M | $750.2M | ||
| Q3 24 | $673.3M | $760.6M | ||
| Q2 24 | $707.1M | $737.6M |
純利益ESABIBP
| Q1 26 | $49.2M | — | ||
| Q4 25 | $54.8M | $76.6M | ||
| Q3 25 | $66.9M | $74.4M | ||
| Q2 25 | $67.4M | $69.0M | ||
| Q1 25 | — | $45.4M | ||
| Q4 24 | $53.7M | $66.9M | ||
| Q3 24 | $68.2M | $68.6M | ||
| Q2 24 | $82.9M | $65.2M |
粗利率ESABIBP
| Q1 26 | 36.9% | — | ||
| Q4 25 | 37.0% | 35.0% | ||
| Q3 25 | 37.2% | 34.0% | ||
| Q2 25 | 37.6% | 34.2% | ||
| Q1 25 | — | 32.7% | ||
| Q4 24 | 38.5% | 33.6% | ||
| Q3 24 | 37.7% | 33.8% | ||
| Q2 24 | 38.2% | 34.1% |
営業利益率ESABIBP
| Q1 26 | 12.1% | — | ||
| Q4 25 | 14.6% | 14.6% | ||
| Q3 25 | 15.2% | 13.7% | ||
| Q2 25 | 16.2% | 13.3% | ||
| Q1 25 | — | 10.2% | ||
| Q4 24 | 16.6% | 13.1% | ||
| Q3 24 | 15.7% | 13.3% | ||
| Q2 24 | 16.9% | 12.9% |
純利益率ESABIBP
| Q1 26 | 6.6% | — | ||
| Q4 25 | 7.5% | 10.2% | ||
| Q3 25 | 9.3% | 9.6% | ||
| Q2 25 | 9.9% | 9.1% | ||
| Q1 25 | — | 6.6% | ||
| Q4 24 | 8.0% | 8.9% | ||
| Q3 24 | 10.1% | 9.0% | ||
| Q2 24 | 11.7% | 8.8% |
EPS（希薄化後）ESABIBP
| Q1 26 | $0.78 | — | ||
| Q4 25 | $0.90 | $2.81 | ||
| Q3 25 | $1.09 | $2.74 | ||
| Q2 25 | $1.10 | $2.52 | ||
| Q1 25 | — | $1.64 | ||
| Q4 24 | $0.87 | $2.39 | ||
| Q3 24 | $1.11 | $2.44 | ||
| Q2 24 | $1.35 | $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 | $1.0B | $321.9M |
| 総負債低いほど良い | $2.0B | $886.6M |
| 株主資本純資産 | $2.2B | $709.9M |
| 総資産 | $5.6B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | 0.91× | 1.25× |
8四半期トレンド — 暦四半期で整列
現金・短期投資ESABIBP
| Q1 26 | $1.0B | — | ||
| Q4 25 | $218.2M | $321.9M | ||
| Q3 25 | $258.2M | $333.3M | ||
| Q2 25 | $291.3M | $305.2M | ||
| Q1 25 | — | $298.7M | ||
| Q4 24 | $249.4M | $327.6M | ||
| Q3 24 | $253.7M | $406.2M | ||
| Q2 24 | $228.5M | $380.3M |
総負債ESABIBP
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.3B | $886.6M | ||
| Q3 25 | $1.1B | $880.8M | ||
| Q2 25 | $1.1B | $876.1M | ||
| Q1 25 | — | $872.4M | ||
| Q4 24 | $1.1B | $874.8M | ||
| Q3 24 | $1.1B | $872.3M | ||
| Q2 24 | $1.1B | $875.8M |
株主資本ESABIBP
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $709.9M | ||
| Q3 25 | $2.1B | $678.6M | ||
| Q2 25 | $1.9B | $664.5M | ||
| Q1 25 | — | $660.9M | ||
| Q4 24 | $1.8B | $705.3M | ||
| Q3 24 | $1.8B | $716.4M | ||
| Q2 24 | $1.7B | $685.3M |
総資産ESABIBP
| Q1 26 | $5.6B | — | ||
| Q4 25 | $4.9B | $2.1B | ||
| Q3 25 | $4.4B | $2.1B | ||
| Q2 25 | $4.2B | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | $4.0B | $2.1B | ||
| Q3 24 | $4.1B | $2.1B | ||
| Q2 24 | $4.0B | $2.0B |
負債/資本比率ESABIBP
| Q1 26 | 0.91× | — | ||
| Q4 25 | 0.63× | 1.25× | ||
| Q3 25 | 0.51× | 1.30× | ||
| Q2 25 | 0.55× | 1.32× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | 0.60× | 1.24× | ||
| Q3 24 | 0.59× | 1.22× | ||
| Q2 24 | 0.63× | 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 | $46.9M | $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 | 0.95× | 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
営業キャッシュフローESABIBP
| Q1 26 | $46.9M | — | ||
| Q4 25 | $81.5M | $64.9M | ||
| Q3 25 | $46.6M | $124.0M | ||
| Q2 25 | $35.4M | $90.4M | ||
| Q1 25 | — | $92.1M | ||
| Q4 24 | $126.9M | $74.8M | ||
| Q3 24 | $101.0M | $101.4M | ||
| Q2 24 | $83.0M | $79.0M |
フリーキャッシュフローESABIBP
| Q1 26 | — | — | ||
| Q4 25 | $70.3M | $49.3M | ||
| Q3 25 | $37.4M | $104.8M | ||
| Q2 25 | $28.1M | $74.8M | ||
| Q1 25 | — | $71.9M | ||
| Q4 24 | $102.2M | $52.9M | ||
| Q3 24 | $90.4M | $77.3M | ||
| Q2 24 | $74.0M | $58.2M |
FCFマージンESABIBP
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | 6.6% | ||
| Q3 25 | 5.2% | 13.5% | ||
| Q2 25 | 4.1% | 9.8% | ||
| Q1 25 | — | 10.5% | ||
| Q4 24 | 15.2% | 7.1% | ||
| Q3 24 | 13.4% | 10.2% | ||
| Q2 24 | 10.5% | 7.9% |
設備投資強度ESABIBP
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | 2.1% | ||
| Q3 25 | 1.3% | 2.5% | ||
| Q2 25 | 1.1% | 2.1% | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | 3.7% | 2.9% | ||
| Q3 24 | 1.6% | 3.2% | ||
| Q2 24 | 1.3% | 2.8% |
キャッシュ転換率ESABIBP
| Q1 26 | 0.95× | — | ||
| Q4 25 | 1.49× | 0.85× | ||
| Q3 25 | 0.70× | 1.67× | ||
| Q2 25 | 0.53× | 1.31× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | 2.36× | 1.12× | ||
| Q3 24 | 1.48× | 1.48× | ||
| Q2 24 | 1.00× | 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
ESAB
セグメントデータなし
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% |
