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Installed Building Products, Inc.（IBP）とMativ Holdings, Inc.（MATV）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 $463.1M、Mativ Holdings, Inc.の約1.6倍）。Mativ Holdings, Inc.の純利益率が高く（21.8% vs 10.2%、差は11.5%）。Mativ Holdings, Inc.の前年同期比売上増加率が高い（1.0% 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 $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 -3.8%）
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。
Mativ Holdings, Inc.は世界的な特殊材料メーカーで、高性能先端ポリマー、不織布、ろ過ソリューション、機能性コーティング材料を製造しています。医療、産業、消費財、航空宇宙、エネルギー分野に顧客を持ち、北米、欧州、アジア太平洋地域で事業を展開しています。
IBP vs MATV — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $463.1M |
| 純利益 | $76.6M | $100.8M |
| 粗利率 | 35.0% | 18.8% |
| 営業利益率 | 14.6% | 2.2% |
| 純利益率 | 10.2% | 21.8% |
| 売上前年比 | -0.4% | 1.0% |
| 純利益前年比 | 14.5% | 6620.0% |
| EPS（希薄化後） | $2.81 | $1.87 |
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 | $463.1M | ||
| Q3 25 | $778.2M | $513.7M | ||
| Q2 25 | $760.3M | $525.4M | ||
| Q1 25 | $684.8M | $484.8M | ||
| Q4 24 | $750.2M | $458.6M | ||
| Q3 24 | $760.6M | $498.5M | ||
| Q2 24 | $737.6M | $523.8M | ||
| Q1 24 | $692.9M | $500.2M |
| Q4 25 | $76.6M | $100.8M | ||
| Q3 25 | $74.4M | $-3.2M | ||
| Q2 25 | $69.0M | $-9.5M | ||
| Q1 25 | $45.4M | $-425.5M | ||
| Q4 24 | $66.9M | $1.5M | ||
| Q3 24 | $68.6M | $-20.8M | ||
| Q2 24 | $65.2M | $-1.4M | ||
| Q1 24 | $55.9M | $-28.0M |
| Q4 25 | 35.0% | 18.8% | ||
| Q3 25 | 34.0% | 19.3% | ||
| Q2 25 | 34.2% | 19.7% | ||
| Q1 25 | 32.7% | 15.0% | ||
| Q4 24 | 33.6% | 16.9% | ||
| Q3 24 | 33.8% | 18.8% | ||
| Q2 24 | 34.1% | 20.8% | ||
| Q1 24 | 33.8% | 16.8% |
| Q4 25 | 14.6% | 2.2% | ||
| Q3 25 | 13.7% | 3.1% | ||
| Q2 25 | 13.3% | 3.8% | ||
| Q1 25 | 10.2% | -88.8% | ||
| Q4 24 | 13.1% | 0.6% | ||
| Q3 24 | 13.3% | 1.4% | ||
| Q2 24 | 12.9% | 2.0% | ||
| Q1 24 | 12.7% | -2.8% |
| Q4 25 | 10.2% | 21.8% | ||
| Q3 25 | 9.6% | -0.6% | ||
| Q2 25 | 9.1% | -1.8% | ||
| Q1 25 | 6.6% | -87.8% | ||
| Q4 24 | 8.9% | 0.3% | ||
| Q3 24 | 9.0% | -4.2% | ||
| Q2 24 | 8.8% | -0.3% | ||
| Q1 24 | 8.1% | -5.6% |
| Q4 25 | $2.81 | $1.87 | ||
| Q3 25 | $2.74 | $-0.06 | ||
| Q2 25 | $2.52 | $-0.18 | ||
| Q1 25 | $1.64 | $-7.82 | ||
| Q4 24 | $2.39 | $0.03 | ||
| Q3 24 | $2.44 | $-0.38 | ||
| Q2 24 | $2.30 | $-0.03 | ||
| Q1 24 | $1.97 | $-0.52 |
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 | $84.2M |
| 総負債低いほど良い | $886.6M | $1.0B |
| 株主資本純資産 | $709.9M | $498.7M |
| 総資産 | $2.1B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | 2.07× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $321.9M | $84.2M | ||
| Q3 25 | $333.3M | $97.1M | ||
| Q2 25 | $305.2M | $95.6M | ||
| Q1 25 | $298.7M | $84.0M | ||
| Q4 24 | $327.6M | $94.3M | ||
| Q3 24 | $406.2M | $162.2M | ||
| Q2 24 | $380.3M | $133.4M | ||
| Q1 24 | $399.9M | $128.9M |
| Q4 25 | $886.6M | $1.0B | ||
| Q3 25 | $880.8M | $1.0B | ||
| Q2 25 | $876.1M | $1.1B | ||
| Q1 25 | $872.4M | $1.1B | ||
| Q4 24 | $874.8M | $1.1B | ||
| Q3 24 | $872.3M | $1.2B | ||
| Q2 24 | $875.8M | $1.2B | ||
| Q1 24 | $875.0M | $1.2B |
| Q4 25 | $709.9M | $498.7M | ||
| Q3 25 | $678.6M | $397.4M | ||
| Q2 25 | $664.5M | $416.6M | ||
| Q1 25 | $660.9M | $428.2M | ||
| Q4 24 | $705.3M | $858.5M | ||
| Q3 24 | $716.4M | $882.3M | ||
| Q2 24 | $685.3M | $898.0M | ||
| Q1 24 | $679.2M | $906.9M |
| Q4 25 | $2.1B | $2.1B | ||
| Q3 25 | $2.1B | $2.0B | ||
| Q2 25 | $2.0B | $2.1B | ||
| Q1 25 | $2.0B | $2.1B | ||
| Q4 24 | $2.1B | $2.4B | ||
| Q3 24 | $2.1B | $2.6B | ||
| Q2 24 | $2.0B | $2.6B | ||
| Q1 24 | $2.0B | $2.7B |
| Q4 25 | 1.25× | 2.07× | ||
| Q3 25 | 1.30× | 2.63× | ||
| Q2 25 | 1.32× | 2.66× | ||
| Q1 25 | 1.32× | 2.67× | ||
| Q4 24 | 1.24× | 1.30× | ||
| Q3 24 | 1.22× | 1.32× | ||
| Q2 24 | 1.28× | 1.29× | ||
| Q1 24 | 1.29× | 1.30× |
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 | $19.3M |
| 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% | 1.7% |
| 設備投資強度設備投資 / 売上 | 2.1% | 2.4% |
| キャッシュ転換率営業CF / 純利益 | 0.85× | 0.19× |
| 直近12ヶ月FCF直近4四半期 | $300.8M | $93.8M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $64.9M | $19.3M | ||
| Q3 25 | $124.0M | $72.8M | ||
| Q2 25 | $90.4M | $57.6M | ||
| Q1 25 | $92.1M | $-15.9M | ||
| Q4 24 | $74.8M | $24.1M | ||
| Q3 24 | $101.4M | $37.6M | ||
| Q2 24 | $79.0M | $46.1M | ||
| Q1 24 | $84.8M | $-13.0M |
| Q4 25 | $49.3M | $8.0M | ||
| Q3 25 | $104.8M | $66.7M | ||
| Q2 25 | $74.8M | $48.9M | ||
| Q1 25 | $71.9M | $-29.8M | ||
| Q4 24 | $52.9M | $2.0M | ||
| Q3 24 | $77.3M | $25.5M | ||
| Q2 24 | $58.2M | $37.4M | ||
| Q1 24 | $63.0M | $-25.1M |
| Q4 25 | 6.6% | 1.7% | ||
| Q3 25 | 13.5% | 13.0% | ||
| Q2 25 | 9.8% | 9.3% | ||
| Q1 25 | 10.5% | -6.1% | ||
| Q4 24 | 7.1% | 0.4% | ||
| Q3 24 | 10.2% | 5.1% | ||
| Q2 24 | 7.9% | 7.1% | ||
| Q1 24 | 9.1% | -5.0% |
| Q4 25 | 2.1% | 2.4% | ||
| Q3 25 | 2.5% | 1.2% | ||
| Q2 25 | 2.1% | 1.7% | ||
| Q1 25 | 2.9% | 2.9% | ||
| Q4 24 | 2.9% | 4.8% | ||
| Q3 24 | 3.2% | 2.4% | ||
| Q2 24 | 2.8% | 1.7% | ||
| Q1 24 | 3.1% | 2.4% |
| Q4 25 | 0.85× | 0.19× | ||
| Q3 25 | 1.67× | — | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 2.03× | — | ||
| Q4 24 | 1.12× | 16.07× | ||
| 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% |
MATV
| Other | $208.7M | 45% |
| SAS Segment | $157.4M | 34% |
| FAM Segment | $97.0M | 21% |
