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Installed Building Products, Inc.（IBP）とLiberty Energy Inc.（LBRT）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
Liberty Energy Inc.の直近四半期売上が大きい（$1.0B vs $747.5M、Installed Building Products, Inc.の約1.4倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs 2.2%、差は8.0%）。Liberty Energy Inc.の前年同期比売上増加率が高い（4.5% vs -0.4%）。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 -6.2%）
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。
Liberty Energy Inc.は北米の大手エネルギーサービスプロバイダーで、石油・ガス事業者向けに水圧破砕や坑井完成ソリューションを提供している。米国の主要なシェール産地の顧客に低排出装置やカスタマイズサポートを提供し、坑井の生産性向上を支援している。
IBP vs LBRT — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $1.0B |
| 純利益 | $76.6M | $22.6M |
| 粗利率 | 35.0% | — |
| 営業利益率 | 14.6% | 2.2% |
| 純利益率 | 10.2% | 2.2% |
| 売上前年比 | -0.4% | 4.5% |
| 純利益前年比 | 14.5% | 64.8% |
| EPS（希薄化後） | $2.81 | $0.14 |
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 | — | $1.0B | ||
| Q4 25 | $747.5M | $1.0B | ||
| Q3 25 | $778.2M | $947.4M | ||
| Q2 25 | $760.3M | $1.0B | ||
| Q1 25 | $684.8M | $977.5M | ||
| Q4 24 | $750.2M | $943.6M | ||
| Q3 24 | $760.6M | $1.1B | ||
| Q2 24 | $737.6M | $1.2B |
| Q1 26 | — | $22.6M | ||
| Q4 25 | $76.6M | $13.7M | ||
| Q3 25 | $74.4M | $43.1M | ||
| Q2 25 | $69.0M | $71.0M | ||
| Q1 25 | $45.4M | $20.1M | ||
| Q4 24 | $66.9M | $51.9M | ||
| Q3 24 | $68.6M | $73.8M | ||
| Q2 24 | $65.2M | $108.4M |
| Q1 26 | — | — | ||
| Q4 25 | 35.0% | 20.6% | ||
| Q3 25 | 34.0% | 18.7% | ||
| Q2 25 | 34.2% | 22.1% | ||
| Q1 25 | 32.7% | 22.1% | ||
| Q4 24 | 33.6% | 21.4% | ||
| Q3 24 | 33.8% | 26.2% | ||
| Q2 24 | 34.1% | 27.9% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 14.6% | 1.9% | ||
| Q3 25 | 13.7% | -0.3% | ||
| Q2 25 | 13.3% | 3.6% | ||
| Q1 25 | 10.2% | 1.9% | ||
| Q4 24 | 13.1% | 2.6% | ||
| Q3 24 | 13.3% | 9.4% | ||
| Q2 24 | 12.9% | 12.2% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 10.2% | 1.3% | ||
| Q3 25 | 9.6% | 4.5% | ||
| Q2 25 | 9.1% | 6.8% | ||
| Q1 25 | 6.6% | 2.1% | ||
| Q4 24 | 8.9% | 5.5% | ||
| Q3 24 | 9.0% | 6.5% | ||
| Q2 24 | 8.8% | 9.3% |
| Q1 26 | — | $0.14 | ||
| Q4 25 | $2.81 | $0.08 | ||
| Q3 25 | $2.74 | $0.26 | ||
| Q2 25 | $2.52 | $0.43 | ||
| Q1 25 | $1.64 | $0.12 | ||
| Q4 24 | $2.39 | $0.31 | ||
| Q3 24 | $2.44 | $0.44 | ||
| Q2 24 | $2.30 | $0.64 |
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 | $699.1M |
| 総負債低いほど良い | $886.6M | $7.1M |
| 株主資本純資産 | $709.9M | $1.9B |
| 総資産 | $2.1B | $4.4B |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | 0.00× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $699.1M | ||
| Q4 25 | $321.9M | $27.6M | ||
| Q3 25 | $333.3M | $13.5M | ||
| Q2 25 | $305.2M | $19.6M | ||
| Q1 25 | $298.7M | $24.1M | ||
| Q4 24 | $327.6M | $20.0M | ||
| Q3 24 | $406.2M | $23.0M | ||
| Q2 24 | $380.3M | $30.0M |
| Q1 26 | — | $7.1M | ||
| Q4 25 | $886.6M | $246.6M | ||
| Q3 25 | $880.8M | — | ||
| Q2 25 | $876.1M | — | ||
| Q1 25 | $872.4M | — | ||
| Q4 24 | $874.8M | $190.5M | ||
| Q3 24 | $872.3M | — | ||
| Q2 24 | $875.8M | — |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $709.9M | $2.1B | ||
| Q3 25 | $678.6M | $2.1B | ||
| Q2 25 | $664.5M | $2.0B | ||
| Q1 25 | $660.9M | $2.0B | ||
| Q4 24 | $705.3M | $2.0B | ||
| Q3 24 | $716.4M | $2.0B | ||
| Q2 24 | $685.3M | $1.9B |
| Q1 26 | — | $4.4B | ||
| Q4 25 | $2.1B | $3.6B | ||
| Q3 25 | $2.1B | $3.5B | ||
| Q2 25 | $2.0B | $3.4B | ||
| Q1 25 | $2.0B | $3.4B | ||
| Q4 24 | $2.1B | $3.3B | ||
| Q3 24 | $2.1B | $3.3B | ||
| Q2 24 | $2.0B | $3.2B |
| Q1 26 | — | 0.00× | ||
| Q4 25 | 1.25× | 0.12× | ||
| Q3 25 | 1.30× | — | ||
| Q2 25 | 1.32× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 1.24× | 0.10× | ||
| 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 | $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% | 13.1% |
| 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 | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $64.9M | $195.4M | ||
| Q3 25 | $124.0M | $51.5M | ||
| Q2 25 | $90.4M | $170.6M | ||
| Q1 25 | $92.1M | $192.1M | ||
| Q4 24 | $74.8M | $177.3M | ||
| Q3 24 | $101.4M | $244.5M | ||
| Q2 24 | $79.0M | $248.2M |
| Q1 26 | — | — | ||
| Q4 25 | $49.3M | $-10.0M | ||
| Q3 25 | $104.8M | $-67.2M | ||
| Q2 25 | $74.8M | $33.1M | ||
| Q1 25 | $71.9M | $58.2M | ||
| Q4 24 | $52.9M | $-26.2M | ||
| Q3 24 | $77.3M | $77.9M | ||
| Q2 24 | $58.2M | $112.2M |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | -1.0% | ||
| Q3 25 | 13.5% | -7.1% | ||
| Q2 25 | 9.8% | 3.2% | ||
| Q1 25 | 10.5% | 6.0% | ||
| Q4 24 | 7.1% | -2.8% | ||
| Q3 24 | 10.2% | 6.8% | ||
| Q2 24 | 7.9% | 9.7% |
| Q1 26 | — | 13.1% | ||
| Q4 25 | 2.1% | 19.8% | ||
| Q3 25 | 2.5% | 12.5% | ||
| Q2 25 | 2.1% | 13.2% | ||
| Q1 25 | 2.9% | 13.7% | ||
| Q4 24 | 2.9% | 21.6% | ||
| Q3 24 | 3.2% | 14.6% | ||
| Q2 24 | 2.8% | 11.7% |
| Q1 26 | — | — | ||
| Q4 25 | 0.85× | 14.28× | ||
| Q3 25 | 1.67× | 1.20× | ||
| Q2 25 | 1.31× | 2.40× | ||
| Q1 25 | 2.03× | 9.55× | ||
| Q4 24 | 1.12× | 3.42× | ||
| Q3 24 | 1.48× | 3.31× | ||
| Q2 24 | 1.21× | 2.29× |
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% |
LBRT
セグメントデータなし
