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Installed Building Products, Inc.（IBP）とLife Time Group Holdings, Inc.（LTH）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
Life Time Group Holdings, Inc.の直近四半期売上が大きい（$788.7M vs $747.5M、Installed Building Products, Inc.の約1.1倍）。Life Time Group Holdings, Inc.の純利益率が高く（11.2% vs 10.2%、差は0.9%）。Life Time Group Holdings, Inc.の前年同期比売上増加率が高い（11.7% 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 $-61.2M）。過去8四半期でLife Time Group Holdings, Inc.の売上複合成長率が高い（8.7% 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。
Life Time Group Holdings, Inc.は米国全域で高級スポーツ・フィットネス・ウェルネス施設を運営する企業です。最新鋭のジム設備、グループエクササイズ、パーソナルトレーニング、スパ、栄養指導、子ども向けプログラム、コワーキングスペースなど、健康的なライフスタイルを求める人々に総合的なサービスを提供しています。
IBP vs LTH — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $788.7M |
| 純利益 | $76.6M | $88.1M |
| 粗利率 | 35.0% | — |
| 営業利益率 | 14.6% | 17.1% |
| 純利益率 | 10.2% | 11.2% |
| 売上前年比 | -0.4% | 11.7% |
| 純利益前年比 | 14.5% | 15.8% |
| EPS（希薄化後） | $2.81 | $0.39 |
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 | — | $788.7M | ||
| Q4 25 | $747.5M | $745.1M | ||
| Q3 25 | $778.2M | $782.6M | ||
| Q2 25 | $760.3M | $761.5M | ||
| Q1 25 | $684.8M | $706.0M | ||
| Q4 24 | $750.2M | $663.3M | ||
| Q3 24 | $760.6M | $693.2M | ||
| Q2 24 | $737.6M | $667.8M |
| Q1 26 | — | $88.1M | ||
| Q4 25 | $76.6M | $123.0M | ||
| Q3 25 | $74.4M | $102.4M | ||
| Q2 25 | $69.0M | $72.1M | ||
| Q1 25 | $45.4M | $76.1M | ||
| Q4 24 | $66.9M | $37.2M | ||
| Q3 24 | $68.6M | $41.4M | ||
| Q2 24 | $65.2M | $52.8M |
| Q1 26 | — | — | ||
| Q4 25 | 35.0% | 49.1% | ||
| Q3 25 | 34.0% | 47.1% | ||
| Q2 25 | 34.2% | 47.0% | ||
| Q1 25 | 32.7% | 47.5% | ||
| Q4 24 | 33.6% | 48.2% | ||
| Q3 24 | 33.8% | 46.5% | ||
| Q2 24 | 34.1% | 46.8% |
| Q1 26 | — | 17.1% | ||
| Q4 25 | 14.6% | 17.4% | ||
| Q3 25 | 13.7% | 17.3% | ||
| Q2 25 | 13.3% | 14.2% | ||
| Q1 25 | 10.2% | 15.2% | ||
| Q4 24 | 13.1% | 13.1% | ||
| Q3 24 | 13.3% | 13.5% | ||
| Q2 24 | 12.9% | 15.7% |
| Q1 26 | — | 11.2% | ||
| Q4 25 | 10.2% | 16.5% | ||
| Q3 25 | 9.6% | 13.1% | ||
| Q2 25 | 9.1% | 9.5% | ||
| Q1 25 | 6.6% | 10.8% | ||
| Q4 24 | 8.9% | 5.6% | ||
| Q3 24 | 9.0% | 6.0% | ||
| Q2 24 | 8.8% | 7.9% |
| Q1 26 | — | $0.39 | ||
| Q4 25 | $2.81 | $0.55 | ||
| Q3 25 | $2.74 | $0.45 | ||
| Q2 25 | $2.52 | $0.32 | ||
| Q1 25 | $1.64 | $0.34 | ||
| Q4 24 | $2.39 | $0.17 | ||
| Q3 24 | $2.44 | $0.19 | ||
| Q2 24 | $2.30 | $0.26 |
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 | $120.0M |
| 総負債低いほど良い | $886.6M | $1.5B |
| 株主資本純資産 | $709.9M | $3.2B |
| 総資産 | $2.1B | $8.1B |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | 0.46× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $120.0M | ||
| Q4 25 | $321.9M | $204.8M | ||
| Q3 25 | $333.3M | $218.9M | ||
| Q2 25 | $305.2M | $175.5M | ||
| Q1 25 | $298.7M | $59.0M | ||
| Q4 24 | $327.6M | $10.9M | ||
| Q3 24 | $406.2M | $120.9M | ||
| Q2 24 | $380.3M | $34.5M |
| Q1 26 | — | $1.5B | ||
| Q4 25 | $886.6M | $1.5B | ||
| Q3 25 | $880.8M | $1.5B | ||
| Q2 25 | $876.1M | $1.5B | ||
| Q1 25 | $872.4M | $1.5B | ||
| Q4 24 | $874.8M | $1.5B | ||
| Q3 24 | $872.3M | $1.7B | ||
| Q2 24 | $875.8M | $1.8B |
| Q1 26 | — | $3.2B | ||
| Q4 25 | $709.9M | $3.1B | ||
| Q3 25 | $678.6M | $3.0B | ||
| Q2 25 | $664.5M | $2.9B | ||
| Q1 25 | $660.9M | $2.7B | ||
| Q4 24 | $705.3M | $2.6B | ||
| Q3 24 | $716.4M | $2.6B | ||
| Q2 24 | $685.3M | $2.4B |
| Q1 26 | — | $8.1B | ||
| Q4 25 | $2.1B | $8.0B | ||
| Q3 25 | $2.1B | $7.8B | ||
| Q2 25 | $2.0B | $7.6B | ||
| Q1 25 | $2.0B | $7.3B | ||
| Q4 24 | $2.1B | $7.2B | ||
| Q3 24 | $2.1B | $7.2B | ||
| Q2 24 | $2.0B | $7.1B |
| Q1 26 | — | 0.46× | ||
| Q4 25 | 1.25× | 0.48× | ||
| Q3 25 | 1.30× | 0.51× | ||
| Q2 25 | 1.32× | 0.53× | ||
| Q1 25 | 1.32× | 0.56× | ||
| Q4 24 | 1.24× | 0.59× | ||
| Q3 24 | 1.22× | 0.64× | ||
| Q2 24 | 1.28× | 0.78× |
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 | $198.8M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $-61.2M |
| FCFマージンFCF / 売上 | 6.6% | -7.8% |
| 設備投資強度設備投資 / 売上 | 2.1% | 26.0% |
| キャッシュ転換率営業CF / 純利益 | 0.85× | 2.26× |
| 直近12ヶ月FCF直近4四半期 | $300.8M | $-123.6M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $198.8M | ||
| Q4 25 | $64.9M | $239.9M | ||
| Q3 25 | $124.0M | $251.1M | ||
| Q2 25 | $90.4M | $195.7M | ||
| Q1 25 | $92.1M | $183.9M | ||
| Q4 24 | $74.8M | $163.1M | ||
| Q3 24 | $101.4M | $151.1M | ||
| Q2 24 | $79.0M | $170.4M |
| Q1 26 | — | $-61.2M | ||
| Q4 25 | $49.3M | $-64.6M | ||
| Q3 25 | $104.8M | $28.6M | ||
| Q2 25 | $74.8M | $-26.3M | ||
| Q1 25 | $71.9M | $41.4M | ||
| Q4 24 | $52.9M | $26.8M | ||
| Q3 24 | $77.3M | $64.0M | ||
| Q2 24 | $58.2M | $26.1M |
| Q1 26 | — | -7.8% | ||
| Q4 25 | 6.6% | -8.7% | ||
| Q3 25 | 13.5% | 3.7% | ||
| Q2 25 | 9.8% | -3.5% | ||
| Q1 25 | 10.5% | 5.9% | ||
| Q4 24 | 7.1% | 4.0% | ||
| Q3 24 | 10.2% | 9.2% | ||
| Q2 24 | 7.9% | 3.9% |
| Q1 26 | — | 26.0% | ||
| Q4 25 | 2.1% | 40.9% | ||
| Q3 25 | 2.5% | 28.4% | ||
| Q2 25 | 2.1% | 29.2% | ||
| Q1 25 | 2.9% | 20.2% | ||
| Q4 24 | 2.9% | 20.6% | ||
| Q3 24 | 3.2% | 12.6% | ||
| Q2 24 | 2.8% | 21.6% |
| Q1 26 | — | 2.26× | ||
| Q4 25 | 0.85× | 1.95× | ||
| Q3 25 | 1.67× | 2.45× | ||
| Q2 25 | 1.31× | 2.71× | ||
| Q1 25 | 2.03× | 2.41× | ||
| Q4 24 | 1.12× | 4.39× | ||
| Q3 24 | 1.48× | 3.65× | ||
| Q2 24 | 1.21× | 3.23× |
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% |
LTH
| Center revenue | $767.6M | 97% |
| Other revenue | $21.1M | 3% |
