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GRIFFON CORP（GFF）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 $649.1M、GRIFFON CORPの約1.2倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs 9.9%、差は0.3%）。GRIFFON CORPの前年同期比売上増加率が高い（2.6% vs -0.4%）。GRIFFON CORPの直近四半期フリーキャッシュフローが多い（$99.3M vs $49.3M）。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 -1.8%）
グリフォン・コーポレーションはニューヨークに本社を置く多国籍複合企業で、多角化経営の持株会社として事業を展開しています。傘下にAmes True Temper、ClosetMaid、クロペイ建築製品、CornellCooksonの4つの子会社を持ち、1961年からニューヨーク証券取引所に上場しており、S&Pスモールキャップ600、S&Pコンポジット1500、ラッセル2000の各指数の構成銘柄です。
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。
GFF vs IBP — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $649.1M | $747.5M |
| 純利益 | $64.4M | $76.6M |
| 粗利率 | 41.1% | 35.0% |
| 営業利益率 | 17.5% | 14.6% |
| 純利益率 | 9.9% | 10.2% |
| 売上前年比 | 2.6% | -0.4% |
| 純利益前年比 | -9.1% | 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 | $649.1M | $747.5M | ||
| Q3 25 | $662.2M | $778.2M | ||
| Q2 25 | $613.6M | $760.3M | ||
| Q1 25 | $611.7M | $684.8M | ||
| Q4 24 | $632.4M | $750.2M | ||
| Q3 24 | $659.7M | $760.6M | ||
| Q2 24 | $647.8M | $737.6M | ||
| Q1 24 | $672.9M | $692.9M |
| Q4 25 | $64.4M | $76.6M | ||
| Q3 25 | $43.6M | $74.4M | ||
| Q2 25 | $-120.1M | $69.0M | ||
| Q1 25 | $56.8M | $45.4M | ||
| Q4 24 | $70.9M | $66.9M | ||
| Q3 24 | $62.5M | $68.6M | ||
| Q2 24 | $41.1M | $65.2M | ||
| Q1 24 | $64.1M | $55.9M |
| Q4 25 | 41.1% | 35.0% | ||
| Q3 25 | 41.7% | 34.0% | ||
| Q2 25 | 43.2% | 34.2% | ||
| Q1 25 | 41.2% | 32.7% | ||
| Q4 24 | 41.8% | 33.6% | ||
| Q3 24 | 39.9% | 33.8% | ||
| Q2 24 | 38.5% | 34.1% | ||
| Q1 24 | 40.2% | 33.8% |
| Q4 25 | 17.5% | 14.6% | ||
| Q3 25 | 18.0% | 13.7% | ||
| Q2 25 | -20.5% | 13.3% | ||
| Q1 25 | 16.5% | 10.2% | ||
| Q4 24 | 17.7% | 13.1% | ||
| Q3 24 | 16.9% | 13.3% | ||
| Q2 24 | 13.8% | 12.9% | ||
| Q1 24 | 16.9% | 12.7% |
| Q4 25 | 9.9% | 10.2% | ||
| Q3 25 | 6.6% | 9.6% | ||
| Q2 25 | -19.6% | 9.1% | ||
| Q1 25 | 9.3% | 6.6% | ||
| Q4 24 | 11.2% | 8.9% | ||
| Q3 24 | 9.5% | 9.0% | ||
| Q2 24 | 6.3% | 8.8% | ||
| Q1 24 | 9.5% | 8.1% |
| Q4 25 | $1.41 | $2.81 | ||
| Q3 25 | $1.04 | $2.74 | ||
| Q2 25 | $-2.65 | $2.52 | ||
| Q1 25 | $1.21 | $1.64 | ||
| Q4 24 | $1.49 | $2.39 | ||
| Q3 24 | $1.29 | $2.44 | ||
| Q2 24 | $0.84 | $2.30 | ||
| Q1 24 | $1.28 | $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 | $95.3M | $321.9M |
| 総負債低いほど良い | — | $886.6M |
| 株主資本純資産 | $108.9M | $709.9M |
| 総資産 | $2.1B | $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 | $95.3M | $321.9M | ||
| Q3 25 | $99.0M | $333.3M | ||
| Q2 25 | $107.3M | $305.2M | ||
| Q1 25 | $127.8M | $298.7M | ||
| Q4 24 | $152.0M | $327.6M | ||
| Q3 24 | $114.4M | $406.2M | ||
| Q2 24 | $133.5M | $380.3M | ||
| Q1 24 | $123.0M | $399.9M |
| Q4 25 | — | $886.6M | ||
| Q3 25 | — | $880.8M | ||
| Q2 25 | $1.5B | $876.1M | ||
| Q1 25 | $1.5B | $872.4M | ||
| Q4 24 | $1.5B | $874.8M | ||
| Q3 24 | $1.5B | $872.3M | ||
| Q2 24 | $1.5B | $875.8M | ||
| Q1 24 | $1.6B | $875.0M |
| Q4 25 | $108.9M | $709.9M | ||
| Q3 25 | $74.0M | $678.6M | ||
| Q2 25 | $63.9M | $664.5M | ||
| Q1 25 | $214.7M | $660.9M | ||
| Q4 24 | $227.8M | $705.3M | ||
| Q3 24 | $224.9M | $716.4M | ||
| Q2 24 | $223.5M | $685.3M | ||
| Q1 24 | $202.2M | $679.2M |
| Q4 25 | $2.1B | $2.1B | ||
| Q3 25 | $2.1B | $2.1B | ||
| Q2 25 | $2.1B | $2.0B | ||
| Q1 25 | $2.3B | $2.0B | ||
| Q4 24 | $2.3B | $2.1B | ||
| Q3 24 | $2.4B | $2.1B | ||
| Q2 24 | $2.4B | $2.0B | ||
| Q1 24 | $2.4B | $2.0B |
| Q4 25 | — | 1.25× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | 22.71× | 1.32× | ||
| Q1 25 | 7.16× | 1.32× | ||
| Q4 24 | 6.48× | 1.24× | ||
| Q3 24 | 6.78× | 1.22× | ||
| Q2 24 | 6.74× | 1.28× | ||
| Q1 24 | 7.84× | 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 | $107.0M | $64.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $99.3M | $49.3M |
| FCFマージンFCF / 売上 | 15.3% | 6.6% |
| 設備投資強度設備投資 / 売上 | 1.2% | 2.1% |
| キャッシュ転換率営業CF / 純利益 | 1.66× | 0.85× |
| 直近12ヶ月FCF直近4四半期 | $278.9M | $300.8M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $107.0M | $64.9M | ||
| Q3 25 | $75.0M | $124.0M | ||
| Q2 25 | $123.1M | $90.4M | ||
| Q1 25 | $16.5M | $92.1M | ||
| Q4 24 | $142.9M | $74.8M | ||
| Q3 24 | $72.1M | $101.4M | ||
| Q2 24 | $122.1M | $79.0M | ||
| Q1 24 | $39.8M | $84.8M |
| Q4 25 | $99.3M | $49.3M | ||
| Q3 25 | $62.4M | $104.8M | ||
| Q2 25 | $114.4M | $74.8M | ||
| Q1 25 | $2.8M | $71.9M | ||
| Q4 24 | $125.5M | $52.9M | ||
| Q3 24 | $51.6M | $77.3M | ||
| Q2 24 | $107.5M | $58.2M | ||
| Q1 24 | $20.8M | $63.0M |
| Q4 25 | 15.3% | 6.6% | ||
| Q3 25 | 9.4% | 13.5% | ||
| Q2 25 | 18.6% | 9.8% | ||
| Q1 25 | 0.5% | 10.5% | ||
| Q4 24 | 19.8% | 7.1% | ||
| Q3 24 | 7.8% | 10.2% | ||
| Q2 24 | 16.6% | 7.9% | ||
| Q1 24 | 3.1% | 9.1% |
| Q4 25 | 1.2% | 2.1% | ||
| Q3 25 | 1.9% | 2.5% | ||
| Q2 25 | 1.4% | 2.1% | ||
| Q1 25 | 2.2% | 2.9% | ||
| Q4 24 | 2.8% | 2.9% | ||
| Q3 24 | 3.1% | 3.2% | ||
| Q2 24 | 2.2% | 2.8% | ||
| Q1 24 | 2.8% | 3.1% |
| Q4 25 | 1.66× | 0.85× | ||
| Q3 25 | 1.72× | 1.67× | ||
| Q2 25 | — | 1.31× | ||
| Q1 25 | 0.29× | 2.03× | ||
| Q4 24 | 2.02× | 1.12× | ||
| Q3 24 | 1.15× | 1.48× | ||
| Q2 24 | 2.97× | 1.21× | ||
| Q1 24 | 0.62× | 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
GFF
| Consumer And Professional Products | $241.1M | 37% |
| Residential Repairand Remodel | $202.1M | 31% |
| International Excluding North America | $97.8M | 15% |
| Retail | $47.3M | 7% |
| Residential New Construction | $32.5M | 5% |
| Other | $14.2M | 2% |
| Industrial | $14.1M | 2% |
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% |
