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Installed Building Products, Inc.（IBP）とケンパー（KMPR）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
ケンパーの直近四半期売上が大きい（$1.1B vs $747.5M、Installed Building Products, Inc.の約1.5倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs -0.7%、差は11.0%）。Installed Building Products, Inc.の前年同期比売上増加率が高い（-0.4% vs -4.7%）。ケンパーの直近四半期フリーキャッシュフローが多い（$166.2M 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 -0.5%）
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。
ケンパー・コーポレーションは米国イリノイ州シカゴに本社を置く保険会社で、総資産は約130億米ドルに達します。傘下の企業グループは個人、家族、企業を対象に各種保険サービスを提供しています。
IBP vs KMPR — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $1.1B |
| 純利益 | $76.6M | $-8.0M |
| 粗利率 | 35.0% | — |
| 営業利益率 | 14.6% | — |
| 純利益率 | 10.2% | -0.7% |
| 売上前年比 | -0.4% | -4.7% |
| 純利益前年比 | 14.5% | -108.2% |
| EPS（希薄化後） | $2.81 | $-0.03 |
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 | $1.1B | ||
| Q3 25 | $778.2M | $1.2B | ||
| Q2 25 | $760.3M | $1.2B | ||
| Q1 25 | $684.8M | $1.2B | ||
| Q4 24 | $750.2M | $1.2B | ||
| Q3 24 | $760.6M | $1.2B | ||
| Q2 24 | $737.6M | $1.1B | ||
| Q1 24 | $692.9M | $1.1B |
| Q4 25 | $76.6M | $-8.0M | ||
| Q3 25 | $74.4M | $-21.0M | ||
| Q2 25 | $69.0M | $72.6M | ||
| Q1 25 | $45.4M | $99.7M | ||
| Q4 24 | $66.9M | $97.4M | ||
| Q3 24 | $68.6M | $73.7M | ||
| Q2 24 | $65.2M | $75.4M | ||
| Q1 24 | $55.9M | $71.3M |
| Q4 25 | 35.0% | — | ||
| Q3 25 | 34.0% | — | ||
| Q2 25 | 34.2% | — | ||
| Q1 25 | 32.7% | — | ||
| Q4 24 | 33.6% | — | ||
| Q3 24 | 33.8% | — | ||
| Q2 24 | 34.1% | — | ||
| Q1 24 | 33.8% | — |
| Q4 25 | 14.6% | — | ||
| Q3 25 | 13.7% | — | ||
| Q2 25 | 13.3% | — | ||
| Q1 25 | 10.2% | — | ||
| Q4 24 | 13.1% | — | ||
| Q3 24 | 13.3% | 11.2% | ||
| Q2 24 | 12.9% | 10.1% | ||
| Q1 24 | 12.7% | 7.6% |
| Q4 25 | 10.2% | -0.7% | ||
| Q3 25 | 9.6% | -1.7% | ||
| Q2 25 | 9.1% | 5.9% | ||
| Q1 25 | 6.6% | 8.4% | ||
| Q4 24 | 8.9% | 8.2% | ||
| Q3 24 | 9.0% | 6.3% | ||
| Q2 24 | 8.8% | 6.7% | ||
| Q1 24 | 8.1% | 6.2% |
| Q4 25 | $2.81 | $-0.03 | ||
| Q3 25 | $2.74 | $-0.34 | ||
| Q2 25 | $2.52 | $1.12 | ||
| Q1 25 | $1.64 | $1.54 | ||
| Q4 24 | $2.39 | $1.51 | ||
| Q3 24 | $2.44 | $1.14 | ||
| Q2 24 | $2.30 | $1.16 | ||
| Q1 24 | $1.97 | $1.10 |
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 | $886.6M | $943.5M |
| 株主資本純資産 | $709.9M | $2.7B |
| 総資産 | $2.1B | $12.5B |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | 0.35× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $321.9M | — | ||
| Q3 25 | $333.3M | $371.2M | ||
| Q2 25 | $305.2M | $407.6M | ||
| Q1 25 | $298.7M | $545.3M | ||
| Q4 24 | $327.6M | $1.0B | ||
| Q3 24 | $406.2M | $696.9M | ||
| Q2 24 | $380.3M | $539.1M | ||
| Q1 24 | $399.9M | $520.7M |
| Q4 25 | $886.6M | $943.5M | ||
| Q3 25 | $880.8M | $943.1M | ||
| Q2 25 | $876.1M | $942.6M | ||
| Q1 25 | $872.4M | $942.1M | ||
| Q4 24 | $874.8M | $1.4B | ||
| Q3 24 | $872.3M | $1.4B | ||
| Q2 24 | $875.8M | $1.4B | ||
| Q1 24 | $875.0M | $1.4B |
| Q4 25 | $709.9M | $2.7B | ||
| Q3 25 | $678.6M | $2.7B | ||
| Q2 25 | $664.5M | $370.0M | ||
| Q1 25 | $660.9M | $366.0M | ||
| Q4 24 | $705.3M | $2.8B | ||
| Q3 24 | $716.4M | $2.8B | ||
| Q2 24 | $685.3M | $358.0M | ||
| Q1 24 | $679.2M | $2.6B |
| Q4 25 | $2.1B | $12.5B | ||
| Q3 25 | $2.1B | $12.4B | ||
| Q2 25 | $2.0B | $12.6B | ||
| Q1 25 | $2.0B | $12.5B | ||
| Q4 24 | $2.1B | $12.6B | ||
| Q3 24 | $2.1B | $12.6B | ||
| Q2 24 | $2.0B | $12.6B | ||
| Q1 24 | $2.0B | $12.6B |
| Q4 25 | 1.25× | 0.35× | ||
| Q3 25 | 1.30× | 0.35× | ||
| Q2 25 | 1.32× | 2.55× | ||
| Q1 25 | 1.32× | 2.57× | ||
| Q4 24 | 1.24× | 0.50× | ||
| Q3 24 | 1.22× | 0.50× | ||
| Q2 24 | 1.28× | 3.88× | ||
| Q1 24 | 1.29× | 0.54× |
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 | $64.9M | $175.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $166.2M |
| FCFマージンFCF / 売上 | 6.6% | 14.7% |
| 設備投資強度設備投資 / 売上 | 2.1% | 0.8% |
| 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 | $300.8M | $553.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $64.9M | $175.0M | ||
| Q3 25 | $124.0M | $139.9M | ||
| Q2 25 | $90.4M | $89.6M | ||
| Q1 25 | $92.1M | $180.0M | ||
| Q4 24 | $74.8M | $175.1M | ||
| Q3 24 | $101.4M | $141.9M | ||
| Q2 24 | $79.0M | $22.9M | ||
| Q1 24 | $84.8M | $43.0M |
| Q4 25 | $49.3M | $166.2M | ||
| Q3 25 | $104.8M | $133.4M | ||
| Q2 25 | $74.8M | $82.0M | ||
| Q1 25 | $71.9M | $172.3M | ||
| Q4 24 | $52.9M | $165.4M | ||
| Q3 24 | $77.3M | $131.4M | ||
| Q2 24 | $58.2M | $5.2M | ||
| Q1 24 | $63.0M | $27.7M |
| Q4 25 | 6.6% | 14.7% | ||
| Q3 25 | 13.5% | 10.8% | ||
| Q2 25 | 9.8% | 6.7% | ||
| Q1 25 | 10.5% | 14.4% | ||
| Q4 24 | 7.1% | 13.9% | ||
| Q3 24 | 10.2% | 11.1% | ||
| Q2 24 | 7.9% | 0.5% | ||
| Q1 24 | 9.1% | 2.4% |
| Q4 25 | 2.1% | 0.8% | ||
| Q3 25 | 2.5% | 0.5% | ||
| Q2 25 | 2.1% | 0.6% | ||
| Q1 25 | 2.9% | 0.6% | ||
| Q4 24 | 2.9% | 0.8% | ||
| Q3 24 | 3.2% | 0.9% | ||
| Q2 24 | 2.8% | 1.6% | ||
| Q1 24 | 3.1% | 1.3% |
| Q4 25 | 0.85× | — | ||
| Q3 25 | 1.67× | — | ||
| Q2 25 | 1.31× | 1.23× | ||
| Q1 25 | 2.03× | 1.81× | ||
| Q4 24 | 1.12× | 1.80× | ||
| Q3 24 | 1.48× | 1.93× | ||
| Q2 24 | 1.21× | 0.30× | ||
| Q1 24 | 1.52× | 0.60× |
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
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% |
KMPR
| Specialty Property Casualty Insurance Segment | $995.1M | 88% |
| Life Insurance Segment1 | $140.7M | 12% |
