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Installed Building Products, Inc.（IBP）とLGI Homes, Inc.（LGIH）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 $474.0M、LGI Homes, Inc.の約1.6倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs 3.7%、差は6.6%）。Installed Building Products, Inc.の前年同期比売上増加率が高い（-0.4% vs -15.0%）。過去8四半期でLGI Homes, Inc.の売上複合成長率が高い（10.1% 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。
LGI Homesはアメリカ合衆国テキサス州を本拠とする新築住宅開発業者で、事業は主に米南西部に集中しています。『ビルダーマガジン』の統計によると、同社は米国で10番目に規模の大きい住宅建設業者です。2019年には前年比18.1%増の7690戸の住宅を引き渡し、同年の住宅販売収益は18億ドルに達しています。
IBP vs LGIH — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $474.0M |
| 純利益 | $76.6M | $17.3M |
| 粗利率 | 35.0% | 17.7% |
| 営業利益率 | 14.6% | 3.9% |
| 純利益率 | 10.2% | 3.7% |
| 売上前年比 | -0.4% | -15.0% |
| 純利益前年比 | 14.5% | -66.0% |
| EPS（希薄化後） | $2.81 | $0.74 |
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 | $474.0M | ||
| Q3 25 | $778.2M | $396.6M | ||
| Q2 25 | $760.3M | $483.5M | ||
| Q1 25 | $684.8M | $351.4M | ||
| Q4 24 | $750.2M | $557.4M | ||
| Q3 24 | $760.6M | $651.9M | ||
| Q2 24 | $737.6M | $602.5M | ||
| Q1 24 | $692.9M | $390.9M |
| Q4 25 | $76.6M | $17.3M | ||
| Q3 25 | $74.4M | $19.7M | ||
| Q2 25 | $69.0M | $31.5M | ||
| Q1 25 | $45.4M | $4.0M | ||
| Q4 24 | $66.9M | $50.9M | ||
| Q3 24 | $68.6M | $69.6M | ||
| Q2 24 | $65.2M | $58.6M | ||
| Q1 24 | $55.9M | $17.1M |
| Q4 25 | 35.0% | 17.7% | ||
| Q3 25 | 34.0% | 21.5% | ||
| Q2 25 | 34.2% | 22.9% | ||
| Q1 25 | 32.7% | 21.0% | ||
| Q4 24 | 33.6% | 22.9% | ||
| Q3 24 | 33.8% | 25.1% | ||
| Q2 24 | 34.1% | 25.0% | ||
| Q1 24 | 33.8% | 23.4% |
| Q4 25 | 14.6% | 3.9% | ||
| Q3 25 | 13.7% | 5.4% | ||
| Q2 25 | 13.3% | 8.2% | ||
| Q1 25 | 10.2% | 0.0% | ||
| Q4 24 | 13.1% | 8.2% | ||
| Q3 24 | 13.3% | 12.3% | ||
| Q2 24 | 12.9% | 11.2% | ||
| Q1 24 | 12.7% | 4.8% |
| Q4 25 | 10.2% | 3.7% | ||
| Q3 25 | 9.6% | 5.0% | ||
| Q2 25 | 9.1% | 6.5% | ||
| Q1 25 | 6.6% | 1.1% | ||
| Q4 24 | 8.9% | 9.1% | ||
| Q3 24 | 9.0% | 10.7% | ||
| Q2 24 | 8.8% | 9.7% | ||
| Q1 24 | 8.1% | 4.4% |
| Q4 25 | $2.81 | $0.74 | ||
| Q3 25 | $2.74 | $0.85 | ||
| Q2 25 | $2.52 | $1.36 | ||
| Q1 25 | $1.64 | $0.17 | ||
| Q4 24 | $2.39 | $2.15 | ||
| Q3 24 | $2.44 | $2.95 | ||
| Q2 24 | $2.30 | $2.48 | ||
| Q1 24 | $1.97 | $0.72 |
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 | $1.7B |
| 株主資本純資産 | $709.9M | $2.1B |
| 総資産 | $2.1B | $3.9B |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | 0.79× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $321.9M | — | ||
| Q3 25 | $333.3M | — | ||
| Q2 25 | $305.2M | — | ||
| Q1 25 | $298.7M | — | ||
| Q4 24 | $327.6M | $53.2M | ||
| Q3 24 | $406.2M | — | ||
| Q2 24 | $380.3M | — | ||
| Q1 24 | $399.9M | — |
| Q4 25 | $886.6M | $1.7B | ||
| Q3 25 | $880.8M | — | ||
| Q2 25 | $876.1M | — | ||
| Q1 25 | $872.4M | — | ||
| Q4 24 | $874.8M | $1.5B | ||
| Q3 24 | $872.3M | — | ||
| Q2 24 | $875.8M | — | ||
| Q1 24 | $875.0M | — |
| Q4 25 | $709.9M | $2.1B | ||
| Q3 25 | $678.6M | $2.1B | ||
| Q2 25 | $664.5M | $2.1B | ||
| 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 24 | $679.2M | $1.9B |
| Q4 25 | $2.1B | $3.9B | ||
| Q3 25 | $2.1B | $4.0B | ||
| Q2 25 | $2.0B | $4.0B | ||
| Q1 25 | $2.0B | $3.9B | ||
| Q4 24 | $2.1B | $3.8B | ||
| Q3 24 | $2.1B | $3.8B | ||
| Q2 24 | $2.0B | $3.7B | ||
| Q1 24 | $2.0B | $3.5B |
| Q4 25 | 1.25× | 0.79× | ||
| Q3 25 | 1.30× | — | ||
| Q2 25 | 1.32× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 1.24× | 0.73× | ||
| 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 | $64.9M | $86.8M |
| 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% | 0.0% |
| キャッシュ転換率営業CF / 純利益 | 0.85× | 5.01× |
| 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 | $86.8M | ||
| Q3 25 | $124.0M | $-13.2M | ||
| Q2 25 | $90.4M | $-86.4M | ||
| Q1 25 | $92.1M | $-127.1M | ||
| Q4 24 | $74.8M | $57.0M | ||
| Q3 24 | $101.4M | $-17.8M | ||
| Q2 24 | $79.0M | $-83.5M | ||
| Q1 24 | $84.8M | $-99.5M |
| Q4 25 | $49.3M | — | ||
| Q3 25 | $104.8M | $-13.3M | ||
| Q2 25 | $74.8M | $-86.4M | ||
| Q1 25 | $71.9M | $-128.0M | ||
| Q4 24 | $52.9M | $56.4M | ||
| Q3 24 | $77.3M | $-17.8M | ||
| Q2 24 | $58.2M | $-83.8M | ||
| Q1 24 | $63.0M | $-100.5M |
| Q4 25 | 6.6% | — | ||
| Q3 25 | 13.5% | -3.3% | ||
| Q2 25 | 9.8% | -17.9% | ||
| Q1 25 | 10.5% | -36.4% | ||
| Q4 24 | 7.1% | 10.1% | ||
| Q3 24 | 10.2% | -2.7% | ||
| Q2 24 | 7.9% | -13.9% | ||
| Q1 24 | 9.1% | -25.7% |
| Q4 25 | 2.1% | 0.0% | ||
| Q3 25 | 2.5% | 0.0% | ||
| Q2 25 | 2.1% | 0.0% | ||
| Q1 25 | 2.9% | 0.2% | ||
| Q4 24 | 2.9% | 0.1% | ||
| Q3 24 | 3.2% | 0.0% | ||
| Q2 24 | 2.8% | 0.0% | ||
| Q1 24 | 3.1% | 0.3% |
| Q4 25 | 0.85× | 5.01× | ||
| Q3 25 | 1.67× | -0.67× | ||
| Q2 25 | 1.31× | -2.74× | ||
| Q1 25 | 2.03× | -31.83× | ||
| Q4 24 | 1.12× | 1.12× | ||
| Q3 24 | 1.48× | -0.26× | ||
| Q2 24 | 1.21× | -1.43× | ||
| Q1 24 | 1.52× | -5.83× |
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% |
LGIH
| West Reportable Segment | $128.2M | 27% |
| Southeast Reportable Segment | $118.9M | 25% |
| Central Reportable Segment | $105.8M | 22% |
| Florida Reportable Segment | $69.2M | 15% |
| Northwest Reportable Segment | $51.8M | 11% |
