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FULLER H B CO（FUL）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
FULLER H B COの直近四半期売上が大きい（$892.0M vs $747.5M、Installed Building Products, Inc.の約1.2倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs 7.5%、差は2.7%）。Installed Building Products, Inc.の前年同期比売上増加率が高い（-0.4% vs -2.8%）。FULLER H B COの直近四半期フリーキャッシュフローが多い（$68.9M vs $49.3M）。過去8四半期でFULLER H B COの売上複合成長率が高い（5.0% vs 3.9%）
H.B.フラー社は米国ミネソタ州セントポールに本社を置く多国籍接着剤メーカーで、世界第4位の接着剤・シーラントメーカーです。建設、エレクトロニクス、衛生用品、食品包装などの分野向けに2万種類以上の製品を展開し、26か国に81の生産拠点を持ち、2024年時点の従業員数は約7500人です。
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。
FUL vs IBP — 直接比較
損益計算書 — Q3 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $892.0M | $747.5M |
| 純利益 | $67.2M | $76.6M |
| 粗利率 | 32.0% | 35.0% |
| 営業利益率 | 12.3% | 14.6% |
| 純利益率 | 7.5% | 10.2% |
| 売上前年比 | -2.8% | -0.4% |
| 純利益前年比 | 21.3% | 14.5% |
| EPS（希薄化後） | $1.22 | $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 | — | $747.5M | ||
| Q3 25 | $892.0M | $778.2M | ||
| Q2 25 | $898.1M | $760.3M | ||
| Q1 25 | — | $684.8M | ||
| Q4 24 | — | $750.2M | ||
| Q3 24 | $917.9M | $760.6M | ||
| Q2 24 | — | $737.6M | ||
| Q1 24 | $810.4M | $692.9M |
| Q4 25 | — | $76.6M | ||
| Q3 25 | $67.2M | $74.4M | ||
| Q2 25 | $41.8M | $69.0M | ||
| Q1 25 | — | $45.4M | ||
| Q4 24 | — | $66.9M | ||
| Q3 24 | $55.4M | $68.6M | ||
| Q2 24 | — | $65.2M | ||
| Q1 24 | $31.0M | $55.9M |
| Q4 25 | — | 35.0% | ||
| Q3 25 | 32.0% | 34.0% | ||
| Q2 25 | 31.9% | 34.2% | ||
| Q1 25 | — | 32.7% | ||
| Q4 24 | — | 33.6% | ||
| Q3 24 | 30.0% | 33.8% | ||
| Q2 24 | — | 34.1% | ||
| Q1 24 | 29.5% | 33.8% |
| Q4 25 | — | 14.6% | ||
| Q3 25 | 12.3% | 13.7% | ||
| Q2 25 | 11.1% | 13.3% | ||
| Q1 25 | — | 10.2% | ||
| Q4 24 | — | 13.1% | ||
| Q3 24 | 11.4% | 13.3% | ||
| Q2 24 | — | 12.9% | ||
| Q1 24 | 8.3% | 12.7% |
| Q4 25 | — | 10.2% | ||
| Q3 25 | 7.5% | 9.6% | ||
| Q2 25 | 4.7% | 9.1% | ||
| Q1 25 | — | 6.6% | ||
| Q4 24 | — | 8.9% | ||
| Q3 24 | 6.0% | 9.0% | ||
| Q2 24 | — | 8.8% | ||
| Q1 24 | 3.8% | 8.1% |
| Q4 25 | — | $2.81 | ||
| Q3 25 | $1.22 | $2.74 | ||
| Q2 25 | $0.76 | $2.52 | ||
| Q1 25 | — | $1.64 | ||
| Q4 24 | — | $2.39 | ||
| Q3 24 | $0.98 | $2.44 | ||
| Q2 24 | — | $2.30 | ||
| Q1 24 | $0.55 | $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 | $122.5M | $321.9M |
| 総負債低いほど良い | — | $886.6M |
| 株主資本純資産 | $2.0B | $709.9M |
| 総資産 | $5.2B | $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
| Q4 25 | — | $321.9M | ||
| Q3 25 | $122.5M | $333.3M | ||
| Q2 25 | $96.8M | $305.2M | ||
| Q1 25 | — | $298.7M | ||
| Q4 24 | — | $327.6M | ||
| Q3 24 | $131.4M | $406.2M | ||
| Q2 24 | — | $380.3M | ||
| Q1 24 | $165.2M | $399.9M |
| 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 24 | — | $875.0M |
| Q4 25 | — | $709.9M | ||
| Q3 25 | $2.0B | $678.6M | ||
| Q2 25 | $1.9B | $664.5M | ||
| Q1 25 | — | $660.9M | ||
| Q4 24 | — | $705.3M | ||
| Q3 24 | $1.8B | $716.4M | ||
| Q2 24 | — | $685.3M | ||
| Q1 24 | $1.8B | $679.2M |
| Q4 25 | — | $2.1B | ||
| Q3 25 | $5.2B | $2.1B | ||
| Q2 25 | $5.1B | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | $5.0B | $2.1B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | $4.7B | $2.0B |
| 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× | ||
| Q1 24 | — | 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 | $99.0M | $64.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $68.9M | $49.3M |
| FCFマージンFCF / 売上 | 7.7% | 6.6% |
| 設備投資強度設備投資 / 売上 | 3.4% | 2.1% |
| キャッシュ転換率営業CF / 純利益 | 1.47× | 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 | — | $64.9M | ||
| Q3 25 | $99.0M | $124.0M | ||
| Q2 25 | — | $90.4M | ||
| Q1 25 | — | $92.1M | ||
| Q4 24 | — | $74.8M | ||
| Q3 24 | $169.4M | $101.4M | ||
| Q2 24 | — | $79.0M | ||
| Q1 24 | $47.4M | $84.8M |
| Q4 25 | — | $49.3M | ||
| Q3 25 | $68.9M | $104.8M | ||
| Q2 25 | — | $74.8M | ||
| Q1 25 | — | $71.9M | ||
| Q4 24 | — | $52.9M | ||
| Q3 24 | $99.9M | $77.3M | ||
| Q2 24 | — | $58.2M | ||
| Q1 24 | $4.1M | $63.0M |
| Q4 25 | — | 6.6% | ||
| Q3 25 | 7.7% | 13.5% | ||
| Q2 25 | — | 9.8% | ||
| Q1 25 | — | 10.5% | ||
| Q4 24 | — | 7.1% | ||
| Q3 24 | 10.9% | 10.2% | ||
| Q2 24 | — | 7.9% | ||
| Q1 24 | 0.5% | 9.1% |
| Q4 25 | — | 2.1% | ||
| Q3 25 | 3.4% | 2.5% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | 7.6% | 3.2% | ||
| Q2 24 | — | 2.8% | ||
| Q1 24 | 5.3% | 3.1% |
| Q4 25 | — | 0.85× | ||
| Q3 25 | 1.47× | 1.67× | ||
| Q2 25 | — | 1.31× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | — | 1.12× | ||
| Q3 24 | 3.06× | 1.48× | ||
| Q2 24 | — | 1.21× | ||
| Q1 24 | 1.53× | 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
FUL
| Hygiene Health And Consumable Adhesives | $386.1M | 43% |
| Engineering Adhesives | $272.3M | 31% |
| Building Adhesives Solutions | $233.7M | 26% |
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% |
