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Installed Building Products, Inc.（IBP）とLOUISIANA-PACIFIC CORP（LPX）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 $566.0M、LOUISIANA-PACIFIC CORPの約1.3倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs -1.4%、差は11.7%）。Installed Building Products, Inc.の前年同期比売上増加率が高い（-0.4% vs -16.9%）。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 $-8.0M）。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 -11.6%）
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。
ルイジアナ・パシフィック（略称LP）は米国の建築資材メーカーで、1973年に創業しました。米国で初めて配向性ストランドボード（OSB）の生産を手がけた先駆者で、現在はテネシー州ナッシュビルに本社を置いています。世界最大のOSB生産企業として集成木材建築資材も製造し、建材流通業者やホームセンターなどを通じて商品を販売しています。
IBP vs LPX — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $566.0M |
| 純利益 | $76.6M | $-8.0M |
| 粗利率 | 35.0% | 15.0% |
| 営業利益率 | 14.6% | -1.6% |
| 純利益率 | 10.2% | -1.4% |
| 売上前年比 | -0.4% | -16.9% |
| 純利益前年比 | 14.5% | -112.9% |
| EPS（希薄化後） | $2.81 | $-0.12 |
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 | $566.0M | ||
| Q3 25 | $778.2M | $663.0M | ||
| Q2 25 | $760.3M | $755.0M | ||
| Q1 25 | $684.8M | $724.0M | ||
| Q4 24 | $750.2M | $681.0M | ||
| Q3 24 | $760.6M | $722.0M | ||
| Q2 24 | $737.6M | $814.0M | ||
| Q1 24 | $692.9M | $724.0M |
| Q4 25 | $76.6M | $-8.0M | ||
| Q3 25 | $74.4M | $9.0M | ||
| Q2 25 | $69.0M | $54.0M | ||
| Q1 25 | $45.4M | $91.0M | ||
| Q4 24 | $66.9M | $62.0M | ||
| Q3 24 | $68.6M | $90.0M | ||
| Q2 24 | $65.2M | $160.0M | ||
| Q1 24 | $55.9M | $108.0M |
| Q4 25 | 35.0% | 15.0% | ||
| Q3 25 | 34.0% | 19.5% | ||
| Q2 25 | 34.2% | 23.6% | ||
| Q1 25 | 32.7% | 27.2% | ||
| Q4 24 | 33.6% | 23.8% | ||
| Q3 24 | 33.8% | 26.7% | ||
| Q2 24 | 34.1% | 32.3% | ||
| Q1 24 | 33.8% | 29.6% |
| Q4 25 | 14.6% | -1.6% | ||
| Q3 25 | 13.7% | 2.7% | ||
| Q2 25 | 13.3% | 10.6% | ||
| Q1 25 | 10.2% | 16.6% | ||
| Q4 24 | 13.1% | 11.0% | ||
| Q3 24 | 13.3% | 16.1% | ||
| Q2 24 | 12.9% | 23.8% | ||
| Q1 24 | 12.7% | 20.0% |
| Q4 25 | 10.2% | -1.4% | ||
| Q3 25 | 9.6% | 1.4% | ||
| Q2 25 | 9.1% | 7.2% | ||
| Q1 25 | 6.6% | 12.6% | ||
| Q4 24 | 8.9% | 9.1% | ||
| Q3 24 | 9.0% | 12.5% | ||
| Q2 24 | 8.8% | 19.7% | ||
| Q1 24 | 8.1% | 14.9% |
| Q4 25 | $2.81 | $-0.12 | ||
| Q3 25 | $2.74 | $0.13 | ||
| Q2 25 | $2.52 | $0.77 | ||
| Q1 25 | $1.64 | $1.30 | ||
| Q4 24 | $2.39 | $0.90 | ||
| Q3 24 | $2.44 | $1.28 | ||
| Q2 24 | $2.30 | $2.23 | ||
| Q1 24 | $1.97 | $1.48 |
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 | $292.0M |
| 総負債低いほど良い | $886.6M | $348.0M |
| 株主資本純資産 | $709.9M | $1.7B |
| 総資産 | $2.1B | $2.6B |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | 0.20× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $321.9M | $292.0M | ||
| Q3 25 | $333.3M | $316.0M | ||
| Q2 25 | $305.2M | $333.0M | ||
| Q1 25 | $298.7M | $256.0M | ||
| Q4 24 | $327.6M | $340.0M | ||
| Q3 24 | $406.2M | $346.0M | ||
| Q2 24 | $380.3M | $317.0M | ||
| Q1 24 | $399.9M | $244.0M |
| Q4 25 | $886.6M | $348.0M | ||
| Q3 25 | $880.8M | $348.0M | ||
| Q2 25 | $876.1M | $348.0M | ||
| Q1 25 | $872.4M | $348.0M | ||
| Q4 24 | $874.8M | $348.0M | ||
| Q3 24 | $872.3M | $347.0M | ||
| Q2 24 | $875.8M | $347.0M | ||
| Q1 24 | $875.0M | $347.0M |
| Q4 25 | $709.9M | $1.7B | ||
| Q3 25 | $678.6M | $1.7B | ||
| Q2 25 | $664.5M | $1.7B | ||
| Q1 25 | $660.9M | $1.7B | ||
| Q4 24 | $705.3M | $1.7B | ||
| Q3 24 | $716.4M | $1.7B | ||
| Q2 24 | $685.3M | $1.7B | ||
| Q1 24 | $679.2M | $1.6B |
| Q4 25 | $2.1B | $2.6B | ||
| Q3 25 | $2.1B | $2.6B | ||
| Q2 25 | $2.0B | $2.7B | ||
| Q1 25 | $2.0B | $2.6B | ||
| Q4 24 | $2.1B | $2.6B | ||
| Q3 24 | $2.1B | $2.6B | ||
| Q2 24 | $2.0B | $2.5B | ||
| Q1 24 | $2.0B | $2.5B |
| Q4 25 | 1.25× | 0.20× | ||
| Q3 25 | 1.30× | 0.20× | ||
| Q2 25 | 1.32× | 0.20× | ||
| Q1 25 | 1.32× | 0.21× | ||
| Q4 24 | 1.24× | 0.21× | ||
| Q3 24 | 1.22× | 0.21× | ||
| Q2 24 | 1.28× | 0.21× | ||
| Q1 24 | 1.29× | 0.21× |
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 | $67.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $-8.0M |
| FCFマージンFCF / 売上 | 6.6% | -1.4% |
| 設備投資強度設備投資 / 売上 | 2.1% | 13.3% |
| 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 | $91.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $64.9M | $67.0M | ||
| Q3 25 | $124.0M | $89.0M | ||
| Q2 25 | $90.4M | $162.0M | ||
| Q1 25 | $92.1M | $64.0M | ||
| Q4 24 | $74.8M | $105.0M | ||
| Q3 24 | $101.4M | $183.0M | ||
| Q2 24 | $79.0M | $212.0M | ||
| Q1 24 | $84.8M | $105.0M |
| Q4 25 | $49.3M | $-8.0M | ||
| Q3 25 | $104.8M | $5.0M | ||
| Q2 25 | $74.8M | $94.0M | ||
| Q1 25 | $71.9M | $0 | ||
| Q4 24 | $52.9M | $43.0M | ||
| Q3 24 | $77.3M | $139.0M | ||
| Q2 24 | $58.2M | $176.0M | ||
| Q1 24 | $63.0M | $64.0M |
| Q4 25 | 6.6% | -1.4% | ||
| Q3 25 | 13.5% | 0.8% | ||
| Q2 25 | 9.8% | 12.5% | ||
| Q1 25 | 10.5% | 0.0% | ||
| Q4 24 | 7.1% | 6.3% | ||
| Q3 24 | 10.2% | 19.3% | ||
| Q2 24 | 7.9% | 21.6% | ||
| Q1 24 | 9.1% | 8.8% |
| Q4 25 | 2.1% | 13.3% | ||
| Q3 25 | 2.5% | 12.7% | ||
| Q2 25 | 2.1% | 9.0% | ||
| Q1 25 | 2.9% | 8.8% | ||
| Q4 24 | 2.9% | 9.1% | ||
| Q3 24 | 3.2% | 6.1% | ||
| Q2 24 | 2.8% | 4.4% | ||
| Q1 24 | 3.1% | 5.7% |
| Q4 25 | 0.85× | — | ||
| Q3 25 | 1.67× | 9.89× | ||
| Q2 25 | 1.31× | 3.00× | ||
| Q1 25 | 2.03× | 0.70× | ||
| Q4 24 | 1.12× | 1.69× | ||
| Q3 24 | 1.48× | 2.03× | ||
| Q2 24 | 1.21× | 1.32× | ||
| Q1 24 | 1.52× | 0.97× |
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% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
