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Installed Building Products, Inc.（IBP）とルメンタム（LITE）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 $665.5M、ルメンタムの約1.1倍）。ルメンタムの純利益率が高く（11.8% vs 10.2%、差は1.5%）。ルメンタムの前年同期比売上増加率が高い（65.5% vs -0.4%）。Installed Building Products, Inc.の直近四半期フリーキャッシュフローが多い（$49.3M vs $43.1M）。過去8四半期でルメンタムの売上複合成長率が高い（34.8% 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。
ルメンタムホールディングスは米国の光電機器大手企業で、前身は光通信大手JDSUの光デバイス・レーザー事業部門である。2015年8月にJDSUの分割に伴い独立し、カリフォルニア州ミルピタスに本社を置き、光通信ネットワーク機器、レーザー、各種光学ソリューションなどを展開している。
IBP vs LITE — 直接比較
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $665.5M |
| 純利益 | $76.6M | $78.2M |
| 粗利率 | 35.0% | 36.1% |
| 営業利益率 | 14.6% | 9.7% |
| 純利益率 | 10.2% | 11.8% |
| 売上前年比 | -0.4% | 65.5% |
| 純利益前年比 | 14.5% | 228.4% |
| EPS（希薄化後） | $2.81 | $0.89 |
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 | $665.5M | ||
| Q3 25 | $778.2M | $533.8M | ||
| Q2 25 | $760.3M | $480.7M | ||
| Q1 25 | $684.8M | $425.2M | ||
| Q4 24 | $750.2M | $402.2M | ||
| Q3 24 | $760.6M | $336.9M | ||
| Q2 24 | $737.6M | $308.3M | ||
| Q1 24 | $692.9M | $366.5M |
| Q4 25 | $76.6M | $78.2M | ||
| Q3 25 | $74.4M | $4.2M | ||
| Q2 25 | $69.0M | $213.3M | ||
| Q1 25 | $45.4M | $-44.1M | ||
| Q4 24 | $66.9M | $-60.9M | ||
| Q3 24 | $68.6M | $-82.4M | ||
| Q2 24 | $65.2M | $-252.5M | ||
| Q1 24 | $55.9M | $-127.0M |
| Q4 25 | 35.0% | 36.1% | ||
| Q3 25 | 34.0% | 34.0% | ||
| Q2 25 | 34.2% | 33.3% | ||
| Q1 25 | 32.7% | 28.8% | ||
| Q4 24 | 33.6% | 24.8% | ||
| Q3 24 | 33.8% | 23.1% | ||
| Q2 24 | 34.1% | 16.6% | ||
| Q1 24 | 33.8% | 16.2% |
| Q4 25 | 14.6% | 9.7% | ||
| Q3 25 | 13.7% | 1.3% | ||
| Q2 25 | 13.3% | -1.7% | ||
| Q1 25 | 10.2% | -8.9% | ||
| Q4 24 | 13.1% | -12.8% | ||
| Q3 24 | 13.3% | -24.5% | ||
| Q2 24 | 12.9% | -43.3% | ||
| Q1 24 | 12.7% | -31.3% |
| Q4 25 | 10.2% | 11.8% | ||
| Q3 25 | 9.6% | 0.8% | ||
| Q2 25 | 9.1% | 44.4% | ||
| Q1 25 | 6.6% | -10.4% | ||
| Q4 24 | 8.9% | -15.1% | ||
| Q3 24 | 9.0% | -24.5% | ||
| Q2 24 | 8.8% | -81.9% | ||
| Q1 24 | 8.1% | -34.7% |
| Q4 25 | $2.81 | $0.89 | ||
| Q3 25 | $2.74 | $0.05 | ||
| Q2 25 | $2.52 | $3.10 | ||
| Q1 25 | $1.64 | $-0.64 | ||
| Q4 24 | $2.39 | $-0.88 | ||
| Q3 24 | $2.44 | $-1.21 | ||
| Q2 24 | $2.30 | $-3.75 | ||
| Q1 24 | $1.97 | $-1.88 |
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 | $1.2B |
| 総負債低いほど良い | $886.6M | — |
| 株主資本純資産 | $709.9M | $846.6M |
| 総資産 | $2.1B | $4.8B |
| 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 | $321.9M | $1.2B | ||
| Q3 25 | $333.3M | $1.1B | ||
| Q2 25 | $305.2M | $877.1M | ||
| Q1 25 | $298.7M | $866.7M | ||
| Q4 24 | $327.6M | $896.7M | ||
| Q3 24 | $406.2M | $916.1M | ||
| Q2 24 | $380.3M | $887.0M | ||
| Q1 24 | $399.9M | $870.9M |
| Q4 25 | $886.6M | — | ||
| Q3 25 | $880.8M | — | ||
| Q2 25 | $876.1M | — | ||
| Q1 25 | $872.4M | — | ||
| Q4 24 | $874.8M | — | ||
| Q3 24 | $872.3M | — | ||
| Q2 24 | $875.8M | — | ||
| Q1 24 | $875.0M | — |
| Q4 25 | $709.9M | $846.6M | ||
| Q3 25 | $678.6M | $780.8M | ||
| Q2 25 | $664.5M | $1.1B | ||
| Q1 25 | $660.9M | $879.5M | ||
| Q4 24 | $705.3M | $872.3M | ||
| Q3 24 | $716.4M | $895.9M | ||
| Q2 24 | $685.3M | $957.3M | ||
| Q1 24 | $679.2M | $1.2B |
| Q4 25 | $2.1B | $4.8B | ||
| Q3 25 | $2.1B | $4.6B | ||
| Q2 25 | $2.0B | $4.2B | ||
| Q1 25 | $2.0B | $4.0B | ||
| Q4 24 | $2.1B | $4.0B | ||
| Q3 24 | $2.1B | $4.0B | ||
| Q2 24 | $2.0B | $3.9B | ||
| Q1 24 | $2.0B | $4.2B |
| Q4 25 | 1.25× | — | ||
| Q3 25 | 1.30× | — | ||
| Q2 25 | 1.32× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 1.24× | — | ||
| 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 | $126.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $43.1M |
| FCFマージンFCF / 売上 | 6.6% | 6.5% |
| 設備投資強度設備投資 / 売上 | 2.1% | 12.6% |
| キャッシュ転換率営業CF / 純利益 | 0.85× | 1.62× |
| 直近12ヶ月FCF直近4四半期 | $300.8M | $-29.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $64.9M | $126.7M | ||
| Q3 25 | $124.0M | $57.9M | ||
| Q2 25 | $90.4M | $64.0M | ||
| Q1 25 | $92.1M | $-1.6M | ||
| Q4 24 | $74.8M | $24.3M | ||
| Q3 24 | $101.4M | $39.6M | ||
| Q2 24 | $79.0M | $35.5M | ||
| Q1 24 | $84.8M | $-7.0M |
| Q4 25 | $49.3M | $43.1M | ||
| Q3 25 | $104.8M | $-18.3M | ||
| Q2 25 | $74.8M | $10.1M | ||
| Q1 25 | $71.9M | $-64.4M | ||
| Q4 24 | $52.9M | $-15.9M | ||
| Q3 24 | $77.3M | $-34.5M | ||
| Q2 24 | $58.2M | $10.9M | ||
| Q1 24 | $63.0M | $-26.6M |
| Q4 25 | 6.6% | 6.5% | ||
| Q3 25 | 13.5% | -3.4% | ||
| Q2 25 | 9.8% | 2.1% | ||
| Q1 25 | 10.5% | -15.1% | ||
| Q4 24 | 7.1% | -4.0% | ||
| Q3 24 | 10.2% | -10.2% | ||
| Q2 24 | 7.9% | 3.5% | ||
| Q1 24 | 9.1% | -7.3% |
| Q4 25 | 2.1% | 12.6% | ||
| Q3 25 | 2.5% | 14.3% | ||
| Q2 25 | 2.1% | 11.2% | ||
| Q1 25 | 2.9% | 14.8% | ||
| Q4 24 | 2.9% | 10.0% | ||
| Q3 24 | 3.2% | 22.0% | ||
| Q2 24 | 2.8% | 8.0% | ||
| Q1 24 | 3.1% | 5.3% |
| Q4 25 | 0.85× | 1.62× | ||
| Q3 25 | 1.67× | 13.79× | ||
| Q2 25 | 1.31× | 0.30× | ||
| Q1 25 | 2.03× | — | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.21× | — | ||
| Q1 24 | 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
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% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
