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F5, Inc.(FFIV)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
F5, Inc.の直近四半期売上が大きい($811.7M vs $747.5M、Installed Building Products, Inc.の約1.1倍)。F5, Inc.の純利益率が高く(18.2% vs 10.2%、差は8.0%)。F5, Inc.の前年同期比売上増加率が高い(11.0% vs -0.4%)。過去8四半期でF5, Inc.の売上複合成長率が高い(8.0% vs 3.9%)
F5, Inc.は米国のテクノロジー企業で、アプリケーションセキュリティ、マルチクラウド管理、オンライン詐欺対策、アプリケーションデリバリーネットワーク(ADN)を専門とし、アプリの可用性・パフォーマンス向上、ネットワークセキュリティ、アクセス認可管理などのソリューションも提供しています。
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。
FFIV vs IBP — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | ||
|---|---|---|
| 売上 | $811.7M | $747.5M |
| 純利益 | $148.0M | $76.6M |
| 粗利率 | 81.4% | 35.0% |
| 営業利益率 | 22.1% | 14.6% |
| 純利益率 | 18.2% | 10.2% |
| 売上前年比 | 11.0% | -0.4% |
| 純利益前年比 | 1.5% | 14.5% |
| EPS(希薄化後) | $2.58 | $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 | $811.7M | — | ||
| Q4 25 | $822.5M | $747.5M | ||
| Q3 25 | $810.1M | $778.2M | ||
| Q2 25 | $780.4M | $760.3M | ||
| Q1 25 | $731.1M | $684.8M | ||
| Q4 24 | $766.5M | $750.2M | ||
| Q3 24 | $746.7M | $760.6M | ||
| Q2 24 | $695.5M | $737.6M |
| Q1 26 | $148.0M | — | ||
| Q4 25 | $180.1M | $76.6M | ||
| Q3 25 | $190.5M | $74.4M | ||
| Q2 25 | $189.9M | $69.0M | ||
| Q1 25 | $145.5M | $45.4M | ||
| Q4 24 | $166.4M | $66.9M | ||
| Q3 24 | $165.3M | $68.6M | ||
| Q2 24 | $144.1M | $65.2M |
| Q1 26 | 81.4% | — | ||
| Q4 25 | 81.5% | 35.0% | ||
| Q3 25 | 82.2% | 34.0% | ||
| Q2 25 | 81.0% | 34.2% | ||
| Q1 25 | 80.7% | 32.7% | ||
| Q4 24 | 81.7% | 33.6% | ||
| Q3 24 | 80.8% | 33.8% | ||
| Q2 24 | 80.4% | 34.1% |
| Q1 26 | 22.1% | — | ||
| Q4 25 | 26.0% | 14.6% | ||
| Q3 25 | 25.4% | 13.7% | ||
| Q2 25 | 25.2% | 13.3% | ||
| Q1 25 | 21.7% | 10.2% | ||
| Q4 24 | 26.8% | 13.1% | ||
| Q3 24 | 25.6% | 13.3% | ||
| Q2 24 | 23.4% | 12.9% |
| Q1 26 | 18.2% | — | ||
| Q4 25 | 21.9% | 10.2% | ||
| Q3 25 | 23.5% | 9.6% | ||
| Q2 25 | 24.3% | 9.1% | ||
| Q1 25 | 19.9% | 6.6% | ||
| Q4 24 | 21.7% | 8.9% | ||
| Q3 24 | 22.1% | 9.0% | ||
| Q2 24 | 20.7% | 8.8% |
| Q1 26 | $2.58 | — | ||
| Q4 25 | $3.10 | $2.81 | ||
| Q3 25 | $3.25 | $2.74 | ||
| Q2 25 | $3.25 | $2.52 | ||
| Q1 25 | $2.48 | $1.64 | ||
| Q4 24 | $2.82 | $2.39 | ||
| Q3 24 | $2.79 | $2.44 | ||
| Q2 24 | $2.44 | $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 | $1.4B | $321.9M |
| 総負債低いほど良い | — | $886.6M |
| 株主資本純資産 | $3.6B | $709.9M |
| 総資産 | $6.5B | $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 | $1.4B | — | ||
| Q4 25 | $1.2B | $321.9M | ||
| Q3 25 | $1.3B | $333.3M | ||
| Q2 25 | $1.4B | $305.2M | ||
| Q1 25 | $1.3B | $298.7M | ||
| Q4 24 | $1.2B | $327.6M | ||
| Q3 24 | $1.1B | $406.2M | ||
| Q2 24 | $935.6M | $380.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $886.6M | ||
| Q3 25 | — | $880.8M | ||
| Q2 25 | — | $876.1M | ||
| Q1 25 | — | $872.4M | ||
| Q4 24 | — | $874.8M | ||
| Q3 24 | — | $872.3M | ||
| Q2 24 | — | $875.8M |
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.5B | $709.9M | ||
| Q3 25 | $3.6B | $678.6M | ||
| Q2 25 | $3.5B | $664.5M | ||
| Q1 25 | $3.3B | $660.9M | ||
| Q4 24 | $3.2B | $705.3M | ||
| Q3 24 | $3.1B | $716.4M | ||
| Q2 24 | $3.0B | $685.3M |
| Q1 26 | $6.5B | — | ||
| Q4 25 | $6.3B | $2.1B | ||
| Q3 25 | $6.3B | $2.1B | ||
| Q2 25 | $6.1B | $2.0B | ||
| Q1 25 | $5.9B | $2.0B | ||
| Q4 24 | $5.9B | $2.1B | ||
| Q3 24 | $5.6B | $2.1B | ||
| Q2 24 | $5.4B | $2.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.25× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | — | 1.32× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | — | 1.24× | ||
| Q3 24 | — | 1.22× | ||
| Q2 24 | — | 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 | $525.1M | $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 | 3.55× | 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
| Q1 26 | $525.1M | — | ||
| Q4 25 | $159.2M | $64.9M | ||
| Q3 25 | $208.1M | $124.0M | ||
| Q2 25 | $282.2M | $90.4M | ||
| Q1 25 | $256.6M | $92.1M | ||
| Q4 24 | $202.8M | $74.8M | ||
| Q3 24 | $246.5M | $101.4M | ||
| Q2 24 | $159.0M | $79.0M |
| Q1 26 | — | — | ||
| Q4 25 | $149.5M | $49.3M | ||
| Q3 25 | $191.9M | $104.8M | ||
| Q2 25 | $273.7M | $74.8M | ||
| Q1 25 | $246.1M | $71.9M | ||
| Q4 24 | $194.7M | $52.9M | ||
| Q3 24 | $240.4M | $77.3M | ||
| Q2 24 | $153.1M | $58.2M |
| Q1 26 | — | — | ||
| Q4 25 | 18.2% | 6.6% | ||
| Q3 25 | 23.7% | 13.5% | ||
| Q2 25 | 35.1% | 9.8% | ||
| Q1 25 | 33.7% | 10.5% | ||
| Q4 24 | 25.4% | 7.1% | ||
| Q3 24 | 32.2% | 10.2% | ||
| Q2 24 | 22.0% | 7.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 2.1% | ||
| Q3 25 | 2.0% | 2.5% | ||
| Q2 25 | 1.1% | 2.1% | ||
| Q1 25 | 1.4% | 2.9% | ||
| Q4 24 | 1.1% | 2.9% | ||
| Q3 24 | 0.8% | 3.2% | ||
| Q2 24 | 0.8% | 2.8% |
| Q1 26 | 3.55× | — | ||
| Q4 25 | 0.88× | 0.85× | ||
| Q3 25 | 1.09× | 1.67× | ||
| Q2 25 | 1.49× | 1.31× | ||
| Q1 25 | 1.76× | 2.03× | ||
| Q4 24 | 1.22× | 1.12× | ||
| Q3 24 | 1.49× | 1.48× | ||
| Q2 24 | 1.10× | 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
FFIV
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% |