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Installed Building Products, Inc.（IBP）とMonolithic Power Systems（MPWR）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
Monolithic Power Systemsの直近四半期売上が大きい（$804.2M vs $747.5M、Installed Building Products, Inc.の約1.1倍）。Monolithic Power Systemsの純利益率が高く（24.0% vs 10.2%、差は13.8%）。Monolithic Power Systemsの前年同期比売上増加率が高い（26.1% vs -0.4%）。過去8四半期でMonolithic Power Systemsの売上複合成長率が高い（25.9% 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。
モノリシックパワーシステムズ（略称MPS）は米国の上場企業で、本社をワシントン州カークランドに置き、高性能電源管理向け半導体の開発・製造・販売を主力事業としています。現在世界15カ所以上に拠点を設け、世界各地の顧客にサービスを提供しています。
IBP vs MPWR — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $804.2M |
| 純利益 | $76.6M | $193.2M |
| 粗利率 | 35.0% | 55.3% |
| 営業利益率 | 14.6% | 30.0% |
| 純利益率 | 10.2% | 24.0% |
| 売上前年比 | -0.4% | 26.1% |
| 純利益前年比 | 14.5% | 43.1% |
| EPS（希薄化後） | $2.81 | $3.92 |
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 | — | $804.2M | ||
| Q4 25 | $747.5M | $751.2M | ||
| Q3 25 | $778.2M | $737.2M | ||
| Q2 25 | $760.3M | $664.6M | ||
| Q1 25 | $684.8M | $637.6M | ||
| Q4 24 | $750.2M | $621.7M | ||
| Q3 24 | $760.6M | $620.1M | ||
| Q2 24 | $737.6M | $507.4M |
| Q1 26 | — | $193.2M | ||
| Q4 25 | $76.6M | $171.7M | ||
| Q3 25 | $74.4M | $179.8M | ||
| Q2 25 | $69.0M | $135.0M | ||
| Q1 25 | $45.4M | $135.1M | ||
| Q4 24 | $66.9M | $1.3B | ||
| Q3 24 | $68.6M | $144.4M | ||
| Q2 24 | $65.2M | $100.4M |
| Q1 26 | — | 55.3% | ||
| Q4 25 | 35.0% | 55.2% | ||
| Q3 25 | 34.0% | 55.1% | ||
| Q2 25 | 34.2% | 55.1% | ||
| Q1 25 | 32.7% | 55.4% | ||
| Q4 24 | 33.6% | 55.4% | ||
| Q3 24 | 33.8% | 55.4% | ||
| Q2 24 | 34.1% | 55.3% |
| Q1 26 | — | 30.0% | ||
| Q4 25 | 14.6% | 26.6% | ||
| Q3 25 | 13.7% | 26.5% | ||
| Q2 25 | 13.3% | 24.8% | ||
| Q1 25 | 10.2% | 26.5% | ||
| Q4 24 | 13.1% | 26.3% | ||
| Q3 24 | 13.3% | 26.5% | ||
| Q2 24 | 12.9% | 23.0% |
| Q1 26 | — | 24.0% | ||
| Q4 25 | 10.2% | 22.9% | ||
| Q3 25 | 9.6% | 24.4% | ||
| Q2 25 | 9.1% | 20.3% | ||
| Q1 25 | 6.6% | 21.2% | ||
| Q4 24 | 8.9% | 201.8% | ||
| Q3 24 | 9.0% | 23.3% | ||
| Q2 24 | 8.8% | 19.8% |
| Q1 26 | — | $3.92 | ||
| Q4 25 | $2.81 | $3.50 | ||
| Q3 25 | $2.74 | $3.74 | ||
| Q2 25 | $2.52 | $2.81 | ||
| Q1 25 | $1.64 | $2.81 | ||
| Q4 24 | $2.39 | $25.71 | ||
| Q3 24 | $2.44 | $2.95 | ||
| Q2 24 | $2.30 | $2.05 |
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 | $3.7B |
| 総資産 | $2.1B | $4.4B |
| 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 | — | $1.4B | ||
| Q4 25 | $321.9M | $1.3B | ||
| Q3 25 | $333.3M | $1.3B | ||
| Q2 25 | $305.2M | $1.1B | ||
| Q1 25 | $298.7M | $1.0B | ||
| Q4 24 | $327.6M | $862.9M | ||
| Q3 24 | $406.2M | $1.5B | ||
| Q2 24 | $380.3M | $1.3B |
| Q1 26 | — | — | ||
| 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 26 | — | $3.7B | ||
| Q4 25 | $709.9M | $3.5B | ||
| Q3 25 | $678.6M | $3.4B | ||
| Q2 25 | $664.5M | $3.2B | ||
| Q1 25 | $660.9M | $3.1B | ||
| Q4 24 | $705.3M | $3.0B | ||
| Q3 24 | $716.4M | $2.4B | ||
| Q2 24 | $685.3M | $2.2B |
| Q1 26 | — | $4.4B | ||
| Q4 25 | $2.1B | $4.2B | ||
| Q3 25 | $2.1B | $4.1B | ||
| Q2 25 | $2.0B | $3.9B | ||
| Q1 25 | $2.0B | $3.7B | ||
| Q4 24 | $2.1B | $3.5B | ||
| Q3 24 | $2.1B | $2.9B | ||
| Q2 24 | $2.0B | $2.6B |
| Q1 26 | — | — | ||
| 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× | — |
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 | $104.9M | ||
| Q3 25 | $124.0M | $239.3M | ||
| Q2 25 | $90.4M | $237.6M | ||
| Q1 25 | $92.1M | $256.4M | ||
| Q4 24 | $74.8M | $167.7M | ||
| Q3 24 | $101.4M | $231.7M | ||
| Q2 24 | $79.0M | $141.0M |
| Q1 26 | — | — | ||
| Q4 25 | $49.3M | $63.9M | ||
| Q3 25 | $104.8M | $196.8M | ||
| Q2 25 | $74.8M | $189.5M | ||
| Q1 25 | $71.9M | $216.0M | ||
| Q4 24 | $52.9M | $102.9M | ||
| Q3 24 | $77.3M | $197.9M | ||
| Q2 24 | $58.2M | $109.5M |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 8.5% | ||
| Q3 25 | 13.5% | 26.7% | ||
| Q2 25 | 9.8% | 28.5% | ||
| Q1 25 | 10.5% | 33.9% | ||
| Q4 24 | 7.1% | 16.5% | ||
| Q3 24 | 10.2% | 31.9% | ||
| Q2 24 | 7.9% | 21.6% |
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 5.5% | ||
| Q3 25 | 2.5% | 5.8% | ||
| Q2 25 | 2.1% | 7.2% | ||
| Q1 25 | 2.9% | 6.3% | ||
| Q4 24 | 2.9% | 10.4% | ||
| Q3 24 | 3.2% | 5.5% | ||
| Q2 24 | 2.8% | 6.2% |
| Q1 26 | — | — | ||
| Q4 25 | 0.85× | 0.61× | ||
| Q3 25 | 1.67× | 1.33× | ||
| Q2 25 | 1.31× | 1.76× | ||
| Q1 25 | 2.03× | 1.90× | ||
| Q4 24 | 1.12× | 0.13× | ||
| Q3 24 | 1.48× | 1.60× | ||
| Q2 24 | 1.21× | 1.40× |
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% |
MPWR
セグメントデータなし
