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Installed Building Products, Inc.（IBP）とLoews Corporation（L）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
Loews Corporationの直近四半期売上が大きい（$827.0M vs $747.5M、Installed Building Products, Inc.の約1.1倍）。Loews Corporationの純利益率が高く（48.6% vs 10.2%、差は38.4%）。Loews Corporationの前年同期比売上増加率が高い（4.8% vs -0.4%）。Loews Corporationの直近四半期フリーキャッシュフローが多い（$426.0M vs $49.3M）。過去8四半期でLoews Corporationの売上複合成長率が高い（7.9% vs 3.9%）
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。
ローズ・コーポレーションは米国を本拠地とする多角的コングロマリットで、子会社を通じて損害保険、天然ガスパイプライン輸送、ホテル運営、石油・ガス探鉱生産の各事業を展開し、主に北米市場の商業顧客、一般消費者、産業顧客向けにサービスを提供している。
IBP vs L — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $827.0M |
| 純利益 | $76.6M | $402.0M |
| 粗利率 | 35.0% | — |
| 営業利益率 | 14.6% | 65.4% |
| 純利益率 | 10.2% | 48.6% |
| 売上前年比 | -0.4% | 4.8% |
| 純利益前年比 | 14.5% | 115.0% |
| EPS（希薄化後） | $2.81 | $1.93 |
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 | $827.0M | ||
| Q3 25 | $778.2M | $732.0M | ||
| Q2 25 | $760.3M | $769.0M | ||
| Q1 25 | $684.8M | $846.0M | ||
| Q4 24 | $750.2M | $789.0M | ||
| Q3 24 | $760.6M | $683.0M | ||
| Q2 24 | $737.6M | $711.0M | ||
| Q1 24 | $692.9M | $710.0M |
| Q4 25 | $76.6M | $402.0M | ||
| Q3 25 | $74.4M | $504.0M | ||
| Q2 25 | $69.0M | $391.0M | ||
| Q1 25 | $45.4M | $370.0M | ||
| Q4 24 | $66.9M | $187.0M | ||
| Q3 24 | $68.6M | $401.0M | ||
| Q2 24 | $65.2M | $369.0M | ||
| Q1 24 | $55.9M | $457.0M |
| 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% | 65.4% | ||
| Q3 25 | 13.7% | 94.1% | ||
| Q2 25 | 13.3% | 70.1% | ||
| Q1 25 | 10.2% | 60.8% | ||
| Q4 24 | 13.1% | 23.8% | ||
| Q3 24 | 13.3% | 80.5% | ||
| Q2 24 | 12.9% | 71.3% | ||
| Q1 24 | 12.7% | 88.6% |
| Q4 25 | 10.2% | 48.6% | ||
| Q3 25 | 9.6% | 68.9% | ||
| Q2 25 | 9.1% | 50.8% | ||
| Q1 25 | 6.6% | 43.7% | ||
| Q4 24 | 8.9% | 23.7% | ||
| Q3 24 | 9.0% | 58.7% | ||
| Q2 24 | 8.8% | 51.9% | ||
| Q1 24 | 8.1% | 64.4% |
| Q4 25 | $2.81 | $1.93 | ||
| Q3 25 | $2.74 | $2.43 | ||
| Q2 25 | $2.52 | $1.87 | ||
| Q1 25 | $1.64 | $1.74 | ||
| Q4 24 | $2.39 | $0.87 | ||
| Q3 24 | $2.44 | $1.82 | ||
| Q2 24 | $2.30 | $1.67 | ||
| Q1 24 | $1.97 | $2.05 |
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 | $6.0B |
| 総負債低いほど良い | $886.6M | $8.4B |
| 株主資本純資産 | $709.9M | $18.7B |
| 総資産 | $2.1B | $86.3B |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | 0.45× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $321.9M | $6.0B | ||
| Q3 25 | $333.3M | $5.4B | ||
| Q2 25 | $305.2M | $4.5B | ||
| Q1 25 | $298.7M | $4.4B | ||
| Q4 24 | $327.6M | $4.6B | ||
| Q3 24 | $406.2M | $5.2B | ||
| Q2 24 | $380.3M | $4.9B | ||
| Q1 24 | $399.9M | $5.4B |
| Q4 25 | $886.6M | $8.4B | ||
| Q3 25 | $880.8M | $8.4B | ||
| Q2 25 | $876.1M | $7.9B | ||
| Q1 25 | $872.4M | $8.4B | ||
| Q4 24 | $874.8M | $8.9B | ||
| Q3 24 | $872.3M | $8.8B | ||
| Q2 24 | $875.8M | $8.6B | ||
| Q1 24 | $875.0M | $8.4B |
| Q4 25 | $709.9M | $18.7B | ||
| Q3 25 | $678.6M | $18.3B | ||
| Q2 25 | $664.5M | $17.5B | ||
| Q1 25 | $660.9M | $17.2B | ||
| Q4 24 | $705.3M | $17.1B | ||
| Q3 24 | $716.4M | $17.4B | ||
| Q2 24 | $685.3M | $16.4B | ||
| Q1 24 | $679.2M | $16.2B |
| Q4 25 | $2.1B | $86.3B | ||
| Q3 25 | $2.1B | $85.9B | ||
| Q2 25 | $2.0B | $84.7B | ||
| Q1 25 | $2.0B | $83.1B | ||
| Q4 24 | $2.1B | $81.9B | ||
| Q3 24 | $2.1B | $83.6B | ||
| Q2 24 | $2.0B | $81.1B | ||
| Q1 24 | $2.0B | $80.9B |
| Q4 25 | 1.25× | 0.45× | ||
| Q3 25 | 1.30× | 0.46× | ||
| Q2 25 | 1.32× | 0.45× | ||
| Q1 25 | 1.32× | 0.49× | ||
| Q4 24 | 1.24× | 0.52× | ||
| Q3 24 | 1.22× | 0.51× | ||
| Q2 24 | 1.28× | 0.52× | ||
| Q1 24 | 1.29× | 0.52× |
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 | $617.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $426.0M |
| FCFマージンFCF / 売上 | 6.6% | 51.5% |
| 設備投資強度設備投資 / 売上 | 2.1% | 23.1% |
| キャッシュ転換率営業CF / 純利益 | 0.85× | 1.53× |
| 直近12ヶ月FCF直近4四半期 | $300.8M | $2.7B |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $64.9M | $617.0M | ||
| Q3 25 | $124.0M | $920.0M | ||
| Q2 25 | $90.4M | $1.0B | ||
| Q1 25 | $92.1M | $736.0M | ||
| Q4 24 | $74.8M | $941.0M | ||
| Q3 24 | $101.4M | $934.0M | ||
| Q2 24 | $79.0M | $952.0M | ||
| Q1 24 | $84.8M | $198.0M |
| Q4 25 | $49.3M | $426.0M | ||
| Q3 25 | $104.8M | $764.0M | ||
| Q2 25 | $74.8M | $872.0M | ||
| Q1 25 | $71.9M | $638.0M | ||
| Q4 24 | $52.9M | $767.0M | ||
| Q3 24 | $77.3M | $794.0M | ||
| Q2 24 | $58.2M | $793.0M | ||
| Q1 24 | $63.0M | $39.0M |
| Q4 25 | 6.6% | 51.5% | ||
| Q3 25 | 13.5% | 104.4% | ||
| Q2 25 | 9.8% | 113.4% | ||
| Q1 25 | 10.5% | 75.4% | ||
| Q4 24 | 7.1% | 97.2% | ||
| Q3 24 | 10.2% | 116.3% | ||
| Q2 24 | 7.9% | 111.5% | ||
| Q1 24 | 9.1% | 5.5% |
| Q4 25 | 2.1% | 23.1% | ||
| Q3 25 | 2.5% | 21.3% | ||
| Q2 25 | 2.1% | 17.4% | ||
| Q1 25 | 2.9% | 11.6% | ||
| Q4 24 | 2.9% | 22.1% | ||
| Q3 24 | 3.2% | 20.5% | ||
| Q2 24 | 2.8% | 22.4% | ||
| Q1 24 | 3.1% | 22.4% |
| Q4 25 | 0.85× | 1.53× | ||
| Q3 25 | 1.67× | 1.83× | ||
| Q2 25 | 1.31× | 2.57× | ||
| Q1 25 | 2.03× | 1.99× | ||
| Q4 24 | 1.12× | 5.03× | ||
| Q3 24 | 1.48× | 2.33× | ||
| Q2 24 | 1.21× | 2.58× | ||
| Q1 24 | 1.52× | 0.43× |
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% |
L
| Transportation And Storage Of Natural Gas And NG Ls And Ethane Supply And Transportation Services | $601.0M | 73% |
| Lodging And Related Services | $226.0M | 27% |
