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Installed Building Products, Inc.（IBP）とマーサー（MERC）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 $489.3M、マーサーの約1.5倍）。Installed Building Products, Inc.の前年同期比売上増加率が高い（-0.4% vs -3.5%）。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 -1.0%）
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。
マーサーは1945年に設立されたアメリカのコンサルティング企業で、グローバルプロフェッショナルサービス企業マーシュ・アンド・マクレナンの4つの事業子会社の1つです。本社はニューヨークにあり、43カ国に拠点を置き130カ国で事業を展開し、主に顧客に人的資源および金融サービスのコンサルティングを提供しています。
IBP vs MERC — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $489.3M |
| 純利益 | $76.6M | — |
| 粗利率 | 35.0% | — |
| 営業利益率 | 14.6% | — |
| 純利益率 | 10.2% | — |
| 売上前年比 | -0.4% | -3.5% |
| 純利益前年比 | 14.5% | — |
| EPS（希薄化後） | $2.81 | — |
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 | — | $489.3M | ||
| Q4 25 | $747.5M | $449.5M | ||
| Q3 25 | $778.2M | $458.1M | ||
| Q2 25 | $760.3M | $453.5M | ||
| Q1 25 | $684.8M | $507.0M | ||
| Q4 24 | $750.2M | $488.4M | ||
| Q3 24 | $760.6M | $502.1M | ||
| Q2 24 | $737.6M | $499.4M |
| Q1 26 | — | — | ||
| Q4 25 | $76.6M | $-308.7M | ||
| Q3 25 | $74.4M | $-80.8M | ||
| Q2 25 | $69.0M | $-86.1M | ||
| Q1 25 | $45.4M | $-22.3M | ||
| Q4 24 | $66.9M | $16.7M | ||
| Q3 24 | $68.6M | $-17.6M | ||
| Q2 24 | $65.2M | $-67.6M |
| Q1 26 | — | — | ||
| Q4 25 | 35.0% | — | ||
| Q3 25 | 34.0% | — | ||
| Q2 25 | 34.2% | — | ||
| Q1 25 | 32.7% | — | ||
| Q4 24 | 33.6% | — | ||
| Q3 24 | 33.8% | — | ||
| Q2 24 | 34.1% | — |
| Q1 26 | — | — | ||
| Q4 25 | 14.6% | -62.0% | ||
| Q3 25 | 13.7% | -14.8% | ||
| Q2 25 | 13.3% | -12.9% | ||
| Q1 25 | 10.2% | 1.3% | ||
| Q4 24 | 13.1% | 10.3% | ||
| Q3 24 | 13.3% | 1.8% | ||
| Q2 24 | 12.9% | -8.8% |
| Q1 26 | — | — | ||
| Q4 25 | 10.2% | -68.7% | ||
| Q3 25 | 9.6% | -17.6% | ||
| Q2 25 | 9.1% | -19.0% | ||
| Q1 25 | 6.6% | -4.4% | ||
| Q4 24 | 8.9% | 3.4% | ||
| Q3 24 | 9.0% | -3.5% | ||
| Q2 24 | 8.8% | -13.5% |
| Q1 26 | — | — | ||
| Q4 25 | $2.81 | $-4.61 | ||
| Q3 25 | $2.74 | $-1.21 | ||
| Q2 25 | $2.52 | $-1.29 | ||
| Q1 25 | $1.64 | $-0.33 | ||
| Q4 24 | $2.39 | $0.25 | ||
| Q3 24 | $2.44 | $-0.26 | ||
| Q2 24 | $2.30 | $-1.01 |
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 | $84.5M |
| 総負債低いほど良い | $886.6M | $1.5B |
| 株主資本純資産 | $709.9M | — |
| 総資産 | $2.1B | $2.0B |
| 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
| Q1 26 | — | $84.5M | ||
| Q4 25 | $321.9M | $186.8M | ||
| Q3 25 | $333.3M | $98.1M | ||
| Q2 25 | $305.2M | $146.5M | ||
| Q1 25 | $298.7M | $181.5M | ||
| Q4 24 | $327.6M | $184.9M | ||
| Q3 24 | $406.2M | $239.0M | ||
| Q2 24 | $380.3M | $263.2M |
| Q1 26 | — | $1.5B | ||
| Q4 25 | $886.6M | $1.6B | ||
| 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 | $1.6B | ||
| Q2 24 | $875.8M | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | $709.9M | $68.1M | ||
| Q3 25 | $678.6M | $359.5M | ||
| Q2 25 | $664.5M | $446.5M | ||
| Q1 25 | $660.9M | $437.4M | ||
| Q4 24 | $705.3M | $429.8M | ||
| Q3 24 | $716.4M | $516.8M | ||
| Q2 24 | $685.3M | $487.7M |
| Q1 26 | — | $2.0B | ||
| Q4 25 | $2.1B | $2.0B | ||
| Q3 25 | $2.1B | $2.3B | ||
| Q2 25 | $2.0B | $2.4B | ||
| Q1 25 | $2.0B | $2.3B | ||
| Q4 24 | $2.1B | $2.3B | ||
| Q3 24 | $2.1B | $2.5B | ||
| Q2 24 | $2.0B | $2.5B |
| Q1 26 | — | — | ||
| Q4 25 | 1.25× | 23.58× | ||
| Q3 25 | 1.30× | 4.30× | ||
| Q2 25 | 1.32× | 3.42× | ||
| Q1 25 | 1.32× | 3.44× | ||
| Q4 24 | 1.24× | 3.43× | ||
| Q3 24 | 1.22× | 3.09× | ||
| Q2 24 | 1.28× | 3.22× |
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 | — |
| 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% | — |
| 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 | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $64.9M | $46.2M | ||
| Q3 25 | $124.0M | $-30.1M | ||
| Q2 25 | $90.4M | $-4.5M | ||
| Q1 25 | $92.1M | $-3.0M | ||
| Q4 24 | $74.8M | $71.2M | ||
| Q3 24 | $101.4M | $-13.9M | ||
| Q2 24 | $79.0M | $62.2M |
| Q1 26 | — | — | ||
| Q4 25 | $49.3M | $32.0M | ||
| Q3 25 | $104.8M | $-60.1M | ||
| Q2 25 | $74.8M | $-28.9M | ||
| Q1 25 | $71.9M | $-23.1M | ||
| Q4 24 | $52.9M | $50.4M | ||
| Q3 24 | $77.3M | $-41.2M | ||
| Q2 24 | $58.2M | $44.3M |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 7.1% | ||
| Q3 25 | 13.5% | -13.1% | ||
| Q2 25 | 9.8% | -6.4% | ||
| Q1 25 | 10.5% | -4.6% | ||
| Q4 24 | 7.1% | 10.3% | ||
| Q3 24 | 10.2% | -8.2% | ||
| Q2 24 | 7.9% | 8.9% |
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 3.1% | ||
| Q3 25 | 2.5% | 6.6% | ||
| Q2 25 | 2.1% | 5.4% | ||
| Q1 25 | 2.9% | 4.0% | ||
| Q4 24 | 2.9% | 4.2% | ||
| Q3 24 | 3.2% | 5.4% | ||
| Q2 24 | 2.8% | 3.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.85× | — | ||
| Q3 25 | 1.67× | — | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 2.03× | — | ||
| Q4 24 | 1.12× | 4.26× | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.21× | — |
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% |
MERC
| Pulp segment | $345.0M | 71% |
| Solid wood segment | $131.7M | 27% |
| Corporate and other | $12.6M | 3% |
