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Installed Building Products, Inc.（IBP）とモディーン（MOD）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
モディーンの直近四半期売上が大きい（$805.0M vs $747.5M、Installed Building Products, Inc.の約1.1倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs -5.9%、差は16.1%）。モディーンの前年同期比売上増加率が高い（30.5% 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 $-17.1M）。過去8四半期でモディーンの売上複合成長率が高い（15.5% 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。
モディーン・マニュファクチャリングは1916年に米国で設立された熱管理企業です。創業者アーサー・B・モディーンがトラクター用Spirexラジエーターの特許を取得して創業し、フォード・モデルT向けTurbotubeラジエーターを製造、1941年に世界初の車両風洞を建設、第二次大戦中はP-51ムスタング戦闘機用アフタークーラーを生産しました。
IBP vs MOD — 直接比較
損益計算書 — Q4 FY2025 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $805.0M |
| 純利益 | $76.6M | $-47.4M |
| 粗利率 | 35.0% | 23.1% |
| 営業利益率 | 14.6% | 11.1% |
| 純利益率 | 10.2% | -5.9% |
| 売上前年比 | -0.4% | 30.5% |
| 純利益前年比 | 14.5% | -215.6% |
| EPS（希薄化後） | $2.81 | $-0.90 |
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 | $805.0M | ||
| Q3 25 | $778.2M | $738.9M | ||
| Q2 25 | $760.3M | $682.8M | ||
| Q1 25 | $684.8M | $647.2M | ||
| Q4 24 | $750.2M | $616.8M | ||
| Q3 24 | $760.6M | $658.0M | ||
| Q2 24 | $737.6M | $661.5M | ||
| Q1 24 | $692.9M | $603.5M |
| Q4 25 | $76.6M | $-47.4M | ||
| Q3 25 | $74.4M | $44.4M | ||
| Q2 25 | $69.0M | $51.2M | ||
| Q1 25 | $45.4M | $49.6M | ||
| Q4 24 | $66.9M | $41.0M | ||
| Q3 24 | $68.6M | $46.1M | ||
| Q2 24 | $65.2M | $47.3M | ||
| Q1 24 | $55.9M | $25.8M |
| Q4 25 | 35.0% | 23.1% | ||
| Q3 25 | 34.0% | 22.3% | ||
| Q2 25 | 34.2% | 24.2% | ||
| Q1 25 | 32.7% | 25.6% | ||
| Q4 24 | 33.6% | 24.3% | ||
| Q3 24 | 33.8% | 25.2% | ||
| Q2 24 | 34.1% | 24.6% | ||
| Q1 24 | 33.8% | 22.4% |
| Q4 25 | 14.6% | 11.1% | ||
| Q3 25 | 13.7% | 9.9% | ||
| Q2 25 | 13.3% | 11.1% | ||
| Q1 25 | 10.2% | 11.5% | ||
| Q4 24 | 13.1% | 9.6% | ||
| Q3 24 | 13.3% | 11.4% | ||
| Q2 24 | 12.9% | 11.2% | ||
| Q1 24 | 12.7% | 7.8% |
| Q4 25 | 10.2% | -5.9% | ||
| Q3 25 | 9.6% | 6.0% | ||
| Q2 25 | 9.1% | 7.5% | ||
| Q1 25 | 6.6% | 7.7% | ||
| Q4 24 | 8.9% | 6.6% | ||
| Q3 24 | 9.0% | 7.0% | ||
| Q2 24 | 8.8% | 7.2% | ||
| Q1 24 | 8.1% | 4.3% |
| Q4 25 | $2.81 | $-0.90 | ||
| Q3 25 | $2.74 | $0.83 | ||
| Q2 25 | $2.52 | $0.95 | ||
| Q1 25 | $1.64 | $0.92 | ||
| Q4 24 | $2.39 | $0.76 | ||
| Q3 24 | $2.44 | $0.86 | ||
| Q2 24 | $2.30 | $0.88 | ||
| Q1 24 | $1.97 | $0.48 |
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 | $98.7M |
| 総負債低いほど良い | $886.6M | $570.7M |
| 株主資本純資産 | $709.9M | $1.1B |
| 総資産 | $2.1B | $2.5B |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | 0.51× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $321.9M | $98.7M | ||
| Q3 25 | $333.3M | $83.8M | ||
| Q2 25 | $305.2M | $124.5M | ||
| Q1 25 | $298.7M | $71.6M | ||
| Q4 24 | $327.6M | $83.8M | ||
| Q3 24 | $406.2M | $78.6M | ||
| Q2 24 | $380.3M | $72.9M | ||
| Q1 24 | $399.9M | $60.1M |
| Q4 25 | $886.6M | $570.7M | ||
| Q3 25 | $880.8M | $525.8M | ||
| Q2 25 | $876.1M | $482.1M | ||
| Q1 25 | $872.4M | $296.7M | ||
| Q4 24 | $874.8M | $330.0M | ||
| Q3 24 | $872.3M | $359.1M | ||
| Q2 24 | $875.8M | $405.7M | ||
| Q1 24 | $875.0M | $399.9M |
| Q4 25 | $709.9M | $1.1B | ||
| Q3 25 | $678.6M | $1.1B | ||
| Q2 25 | $664.5M | $1.0B | ||
| Q1 25 | $660.9M | $910.2M | ||
| Q4 24 | $705.3M | $855.1M | ||
| Q3 24 | $716.4M | $858.8M | ||
| Q2 24 | $685.3M | $788.4M | ||
| Q1 24 | $679.2M | $747.6M |
| Q4 25 | $2.1B | $2.5B | ||
| Q3 25 | $2.1B | $2.4B | ||
| Q2 25 | $2.0B | $2.2B | ||
| Q1 25 | $2.0B | $1.9B | ||
| Q4 24 | $2.1B | $1.8B | ||
| Q3 24 | $2.1B | $1.9B | ||
| Q2 24 | $2.0B | $1.9B | ||
| Q1 24 | $2.0B | $1.9B |
| Q4 25 | 1.25× | 0.51× | ||
| Q3 25 | 1.30× | 0.50× | ||
| Q2 25 | 1.32× | 0.48× | ||
| Q1 25 | 1.32× | 0.33× | ||
| Q4 24 | 1.24× | 0.39× | ||
| Q3 24 | 1.22× | 0.42× | ||
| Q2 24 | 1.28× | 0.51× | ||
| Q1 24 | 1.29× | 0.53× |
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 | $24.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $-17.1M |
| FCFマージンFCF / 売上 | 6.6% | -2.1% |
| 設備投資強度設備投資 / 売上 | 2.1% | 5.2% |
| 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 | $-20.3M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $64.9M | $24.7M | ||
| Q3 25 | $124.0M | $1.4M | ||
| Q2 25 | $90.4M | $27.7M | ||
| Q1 25 | $92.1M | $54.8M | ||
| Q4 24 | $74.8M | $60.7M | ||
| Q3 24 | $101.4M | $57.3M | ||
| Q2 24 | $79.0M | $40.5M | ||
| Q1 24 | $84.8M | $39.6M |
| Q4 25 | $49.3M | $-17.1M | ||
| Q3 25 | $104.8M | $-30.5M | ||
| Q2 25 | $74.8M | $200.0K | ||
| Q1 25 | $71.9M | $27.1M | ||
| Q4 24 | $52.9M | $44.7M | ||
| Q3 24 | $77.3M | $43.8M | ||
| Q2 24 | $58.2M | $13.7M | ||
| Q1 24 | $63.0M | $-4.3M |
| Q4 25 | 6.6% | -2.1% | ||
| Q3 25 | 13.5% | -4.1% | ||
| Q2 25 | 9.8% | 0.0% | ||
| Q1 25 | 10.5% | 4.2% | ||
| Q4 24 | 7.1% | 7.2% | ||
| Q3 24 | 10.2% | 6.7% | ||
| Q2 24 | 7.9% | 2.1% | ||
| Q1 24 | 9.1% | -0.7% |
| Q4 25 | 2.1% | 5.2% | ||
| Q3 25 | 2.5% | 4.3% | ||
| Q2 25 | 2.1% | 4.0% | ||
| Q1 25 | 2.9% | 4.3% | ||
| Q4 24 | 2.9% | 2.6% | ||
| Q3 24 | 3.2% | 2.1% | ||
| Q2 24 | 2.8% | 4.1% | ||
| Q1 24 | 3.1% | 7.3% |
| Q4 25 | 0.85× | — | ||
| Q3 25 | 1.67× | 0.03× | ||
| Q2 25 | 1.31× | 0.54× | ||
| Q1 25 | 2.03× | 1.10× | ||
| Q4 24 | 1.12× | 1.48× | ||
| Q3 24 | 1.48× | 1.24× | ||
| Q2 24 | 1.21× | 0.86× | ||
| Q1 24 | 1.52× | 1.53× |
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% |
MOD
| Data Centers | $296.9M | 37% |
| Performance Technologies | $266.0M | 33% |
| Hvac Technologies | $107.1M | 13% |
| Air Cooled | $92.4M | 11% |
| Lb White | $25.6M | 3% |
| Climate By Design | $10.2M | 1% |
| Absolutaire | $7.0M | 1% |
