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Installed Building Products, Inc.（IBP）とMUELLER INDUSTRIES INC（MLI）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
MUELLER INDUSTRIES INCの直近四半期売上が大きい（$962.4M vs $747.5M、Installed Building Products, Inc.の約1.3倍）。MUELLER INDUSTRIES INCの純利益率が高く（16.0% vs 10.2%、差は5.7%）。MUELLER INDUSTRIES INCの前年同期比売上増加率が高い（4.2% vs -0.4%）。MUELLER INDUSTRIES INCの直近四半期フリーキャッシュフローが多い（$121.4M vs $49.3M）。過去8四半期でMUELLER INDUSTRIES INCの売上複合成長率が高い（6.4% 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。
Mueller Industriesは1917年創業の米国製造企業で、本社はテネシー州メンフィスに所在する。配管製品、産業用金属、空調機器を主力事業とし、2022年にフォーチュン1000にランクインした、年商数十億ドルの上場企業である。
IBP vs MLI — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $962.4M |
| 純利益 | $76.6M | $153.7M |
| 粗利率 | 35.0% | — |
| 営業利益率 | 14.6% | 17.9% |
| 純利益率 | 10.2% | 16.0% |
| 売上前年比 | -0.4% | 4.2% |
| 純利益前年比 | 14.5% | 11.7% |
| EPS（希薄化後） | $2.81 | $1.37 |
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 | $962.4M | ||
| Q3 25 | $778.2M | $1.1B | ||
| Q2 25 | $760.3M | $1.1B | ||
| Q1 25 | $684.8M | $1.0B | ||
| Q4 24 | $750.2M | $923.5M | ||
| Q3 24 | $760.6M | $997.8M | ||
| Q2 24 | $737.6M | $997.7M | ||
| Q1 24 | $692.9M | $849.7M |
| Q4 25 | $76.6M | $153.7M | ||
| Q3 25 | $74.4M | $208.1M | ||
| Q2 25 | $69.0M | $245.9M | ||
| Q1 25 | $45.4M | $157.4M | ||
| Q4 24 | $66.9M | $137.7M | ||
| Q3 24 | $68.6M | $168.7M | ||
| Q2 24 | $65.2M | $160.2M | ||
| Q1 24 | $55.9M | $138.4M |
| Q4 25 | 35.0% | — | ||
| Q3 25 | 34.0% | — | ||
| Q2 25 | 34.2% | — | ||
| Q1 25 | 32.7% | — | ||
| Q4 24 | 33.6% | — | ||
| Q3 24 | 33.8% | 27.6% | ||
| Q2 24 | 34.1% | 27.3% | ||
| Q1 24 | 33.8% | 28.4% |
| Q4 25 | 14.6% | 17.9% | ||
| Q3 25 | 13.7% | 25.6% | ||
| Q2 25 | 13.3% | 26.7% | ||
| Q1 25 | 10.2% | 20.6% | ||
| Q4 24 | 13.1% | 18.4% | ||
| Q3 24 | 13.3% | 20.7% | ||
| Q2 24 | 12.9% | 21.0% | ||
| Q1 24 | 12.7% | 21.6% |
| Q4 25 | 10.2% | 16.0% | ||
| Q3 25 | 9.6% | 19.3% | ||
| Q2 25 | 9.1% | 21.6% | ||
| Q1 25 | 6.6% | 15.7% | ||
| Q4 24 | 8.9% | 14.9% | ||
| Q3 24 | 9.0% | 16.9% | ||
| Q2 24 | 8.8% | 16.1% | ||
| Q1 24 | 8.1% | 16.3% |
| Q4 25 | $2.81 | $1.37 | ||
| Q3 25 | $2.74 | $1.88 | ||
| Q2 25 | $2.52 | $2.22 | ||
| Q1 25 | $1.64 | $1.39 | ||
| Q4 24 | $2.39 | $1.21 | ||
| Q3 24 | $2.44 | $1.48 | ||
| Q2 24 | $2.30 | $1.41 | ||
| Q1 24 | $1.97 | $1.21 |
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 | $1.4B |
| 総負債低いほど良い | $886.6M | — |
| 株主資本純資産 | $709.9M | $3.2B |
| 総資産 | $2.1B | $3.7B |
| 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 | $1.4B | ||
| Q3 25 | $333.3M | $1.3B | ||
| Q2 25 | $305.2M | $1.1B | ||
| Q1 25 | $298.7M | $873.6M | ||
| Q4 24 | $327.6M | $1.1B | ||
| Q3 24 | $406.2M | $969.6M | ||
| Q2 24 | $380.3M | $825.7M | ||
| Q1 24 | $399.9M | $1.4B |
| 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 | $3.2B | ||
| Q3 25 | $678.6M | $3.1B | ||
| Q2 25 | $664.5M | $2.9B | ||
| Q1 25 | $660.9M | $2.7B | ||
| Q4 24 | $705.3M | $2.8B | ||
| Q3 24 | $716.4M | $2.7B | ||
| Q2 24 | $685.3M | $2.5B | ||
| Q1 24 | $679.2M | $2.4B |
| Q4 25 | $2.1B | $3.7B | ||
| Q3 25 | $2.1B | $3.7B | ||
| Q2 25 | $2.0B | $3.5B | ||
| Q1 25 | $2.0B | $3.2B | ||
| Q4 24 | $2.1B | $3.3B | ||
| Q3 24 | $2.1B | $3.2B | ||
| Q2 24 | $2.0B | $3.1B | ||
| Q1 24 | $2.0B | $2.9B |
| 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 | $141.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $121.4M |
| FCFマージンFCF / 売上 | 6.6% | 12.6% |
| 設備投資強度設備投資 / 売上 | 2.1% | 2.1% |
| キャッシュ転換率営業CF / 純利益 | 0.85× | 0.92× |
| 直近12ヶ月FCF直近4四半期 | $300.8M | $686.6M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $64.9M | $141.2M | ||
| Q3 25 | $124.0M | $310.1M | ||
| Q2 25 | $90.4M | $190.6M | ||
| Q1 25 | $92.1M | $113.6M | ||
| Q4 24 | $74.8M | $140.1M | ||
| Q3 24 | $101.4M | $231.4M | ||
| Q2 24 | $79.0M | $100.8M | ||
| Q1 24 | $84.8M | $173.6M |
| Q4 25 | $49.3M | $121.4M | ||
| Q3 25 | $104.8M | $291.8M | ||
| Q2 25 | $74.8M | $176.5M | ||
| Q1 25 | $71.9M | $97.0M | ||
| Q4 24 | $52.9M | $111.2M | ||
| Q3 24 | $77.3M | $205.7M | ||
| Q2 24 | $58.2M | $91.6M | ||
| Q1 24 | $63.0M | $157.2M |
| Q4 25 | 6.6% | 12.6% | ||
| Q3 25 | 13.5% | 27.1% | ||
| Q2 25 | 9.8% | 15.5% | ||
| Q1 25 | 10.5% | 9.7% | ||
| Q4 24 | 7.1% | 12.0% | ||
| Q3 24 | 10.2% | 20.6% | ||
| Q2 24 | 7.9% | 9.2% | ||
| Q1 24 | 9.1% | 18.5% |
| Q4 25 | 2.1% | 2.1% | ||
| Q3 25 | 2.5% | 1.7% | ||
| Q2 25 | 2.1% | 1.2% | ||
| Q1 25 | 2.9% | 1.7% | ||
| Q4 24 | 2.9% | 3.1% | ||
| Q3 24 | 3.2% | 2.6% | ||
| Q2 24 | 2.8% | 0.9% | ||
| Q1 24 | 3.1% | 1.9% |
| Q4 25 | 0.85× | 0.92× | ||
| Q3 25 | 1.67× | 1.49× | ||
| Q2 25 | 1.31× | 0.78× | ||
| Q1 25 | 2.03× | 0.72× | ||
| Q4 24 | 1.12× | 1.02× | ||
| Q3 24 | 1.48× | 1.37× | ||
| Q2 24 | 1.21× | 0.63× | ||
| Q1 24 | 1.52× | 1.25× |
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% |
MLI
| Tube And Fittings | $484.6M | 50% |
| Industrial Metals | $252.2M | 26% |
| Valves And Plumbing Specialties | $122.5M | 13% |
| Flex Duct And Other HVAC Components | $80.8M | 8% |
| Other Products | $14.9M | 2% |
