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Installed Building Products, Inc.（IBP）とMSA Safety Inc（MSA）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 $510.9M、MSA Safety Incの約1.5倍）。MSA Safety Incの純利益率が高く（17.0% vs 10.2%、差は6.8%）。MSA Safety Incの前年同期比売上増加率が高い（2.2% vs -0.4%）。MSA Safety Incの直近四半期フリーキャッシュフローが多い（$106.0M vs $49.3M）。過去8四半期でMSA Safety Incの売上複合成長率が高い（11.2% 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。
MSAセーフティ（別名マイン・セーフティ・アプライアンシズ）は米国の安全機器メーカー兼サプライヤーで、建設、軍事、消防、化学、石油・ガス生産など危険を伴う業界向けに製品を供給し、本社はピッツバーグ郊外のクランベリーに所在しています。
IBP vs MSA — 直接比較
売上が大きい
IBP
1.5倍大きい
$510.9M
売上成長率が高い
MSA
+2.6%の差
-0.4%
純利益率が高い
MSA
純利益率が6.8%高い
10.2%
フリーキャッシュフローが多い
MSA
FCF $56.7M多い
$49.3M
2年売上CAGRが高い
MSA
2年複合成長率
3.9%
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $510.9M |
| 純利益 | $76.6M | $86.9M |
| 粗利率 | 35.0% | 46.9% |
| 営業利益率 | 14.6% | 22.3% |
| 純利益率 | 10.2% | 17.0% |
| 売上前年比 | -0.4% | 2.2% |
| 純利益前年比 | 14.5% | -1.2% |
| EPS（希薄化後） | $2.81 | $2.22 |
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
売上IBPMSA
| Q4 25 | $747.5M | $510.9M | ||
| Q3 25 | $778.2M | $468.4M | ||
| Q2 25 | $760.3M | $474.1M | ||
| Q1 25 | $684.8M | $421.3M | ||
| Q4 24 | $750.2M | $499.7M | ||
| Q3 24 | $760.6M | $432.7M | ||
| Q2 24 | $737.6M | $462.5M | ||
| Q1 24 | $692.9M | $413.3M |
純利益IBPMSA
| Q4 25 | $76.6M | $86.9M | ||
| Q3 25 | $74.4M | $69.6M | ||
| Q2 25 | $69.0M | $62.8M | ||
| Q1 25 | $45.4M | $59.6M | ||
| Q4 24 | $66.9M | $87.9M | ||
| Q3 24 | $68.6M | $66.6M | ||
| Q2 24 | $65.2M | $72.2M | ||
| Q1 24 | $55.9M | $58.1M |
粗利率IBPMSA
| Q4 25 | 35.0% | 46.9% | ||
| Q3 25 | 34.0% | 46.5% | ||
| Q2 25 | 34.2% | 46.6% | ||
| Q1 25 | 32.7% | 45.9% | ||
| Q4 24 | 33.6% | 46.9% | ||
| Q3 24 | 33.8% | 47.9% | ||
| Q2 24 | 34.1% | 48.2% | ||
| Q1 24 | 33.8% | 47.3% |
営業利益率IBPMSA
| Q4 25 | 14.6% | 22.3% | ||
| Q3 25 | 13.7% | 20.1% | ||
| Q2 25 | 13.3% | 18.1% | ||
| Q1 25 | 10.2% | 18.5% | ||
| Q4 24 | 13.1% | 23.5% | ||
| Q3 24 | 13.3% | 21.1% | ||
| Q2 24 | 12.9% | 21.6% | ||
| Q1 24 | 12.7% | 19.4% |
純利益率IBPMSA
| Q4 25 | 10.2% | 17.0% | ||
| Q3 25 | 9.6% | 14.9% | ||
| Q2 25 | 9.1% | 13.2% | ||
| Q1 25 | 6.6% | 14.1% | ||
| Q4 24 | 8.9% | 17.6% | ||
| Q3 24 | 9.0% | 15.4% | ||
| Q2 24 | 8.8% | 15.6% | ||
| Q1 24 | 8.1% | 14.1% |
EPS（希薄化後）IBPMSA
| Q4 25 | $2.81 | $2.22 | ||
| Q3 25 | $2.74 | $1.77 | ||
| Q2 25 | $2.52 | $1.59 | ||
| Q1 25 | $1.64 | $1.51 | ||
| Q4 24 | $2.39 | $2.22 | ||
| Q3 24 | $2.44 | $1.69 | ||
| Q2 24 | $2.30 | $1.83 | ||
| Q1 24 | $1.97 | $1.47 |
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 | $165.1M |
| 総負債低いほど良い | $886.6M | $580.9M |
| 株主資本純資産 | $709.9M | $1.4B |
| 総資産 | $2.1B | $2.6B |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | 0.42× |
8四半期トレンド — 暦四半期で整列
現金・短期投資IBPMSA
| Q4 25 | $321.9M | $165.1M | ||
| Q3 25 | $333.3M | $170.0M | ||
| Q2 25 | $305.2M | $147.0M | ||
| Q1 25 | $298.7M | $170.6M | ||
| Q4 24 | $327.6M | $164.6M | ||
| Q3 24 | $406.2M | $154.4M | ||
| Q2 24 | $380.3M | $146.8M | ||
| Q1 24 | $399.9M | $148.3M |
総負債IBPMSA
| Q4 25 | $886.6M | $580.9M | ||
| Q3 25 | $880.8M | $628.6M | ||
| Q2 25 | $876.1M | $679.3M | ||
| Q1 25 | $872.4M | $502.1M | ||
| Q4 24 | $874.8M | $508.0M | ||
| Q3 24 | $872.3M | $554.7M | ||
| Q2 24 | $875.8M | $588.2M | ||
| Q1 24 | $875.0M | $596.2M |
株主資本IBPMSA
| Q4 25 | $709.9M | $1.4B | ||
| Q3 25 | $678.6M | $1.3B | ||
| Q2 25 | $664.5M | $1.3B | ||
| Q1 25 | $660.9M | $1.2B | ||
| Q4 24 | $705.3M | $1.1B | ||
| Q3 24 | $716.4M | $1.1B | ||
| Q2 24 | $685.3M | $1.0B | ||
| Q1 24 | $679.2M | $994.8M |
総資産IBPMSA
| Q4 25 | $2.1B | $2.6B | ||
| Q3 25 | $2.1B | $2.6B | ||
| Q2 25 | $2.0B | $2.6B | ||
| Q1 25 | $2.0B | $2.2B | ||
| Q4 24 | $2.1B | $2.2B | ||
| Q3 24 | $2.1B | $2.2B | ||
| Q2 24 | $2.0B | $2.2B | ||
| Q1 24 | $2.0B | $2.2B |
負債/資本比率IBPMSA
| Q4 25 | 1.25× | 0.42× | ||
| Q3 25 | 1.30× | 0.48× | ||
| Q2 25 | 1.32× | 0.54× | ||
| Q1 25 | 1.32× | 0.42× | ||
| Q4 24 | 1.24× | 0.44× | ||
| Q3 24 | 1.22× | 0.51× | ||
| Q2 24 | 1.28× | 0.57× | ||
| Q1 24 | 1.29× | 0.60× |
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 | $122.4M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $106.0M |
| FCFマージンFCF / 売上 | 6.6% | 20.8% |
| 設備投資強度設備投資 / 売上 | 2.1% | 3.2% |
| キャッシュ転換率営業CF / 純利益 | 0.85× | 1.41× |
| 直近12ヶ月FCF直近4四半期 | $300.8M | $295.4M |
8四半期トレンド — 暦四半期で整列
営業キャッシュフローIBPMSA
| Q4 25 | $64.9M | $122.4M | ||
| Q3 25 | $124.0M | $112.5M | ||
| Q2 25 | $90.4M | $67.2M | ||
| Q1 25 | $92.1M | $61.8M | ||
| Q4 24 | $74.8M | $107.9M | ||
| Q3 24 | $101.4M | $84.3M | ||
| Q2 24 | $79.0M | $53.3M | ||
| Q1 24 | $84.8M | $50.9M |
フリーキャッシュフローIBPMSA
| Q4 25 | $49.3M | $106.0M | ||
| Q3 25 | $104.8M | $100.5M | ||
| Q2 25 | $74.8M | $37.9M | ||
| Q1 25 | $71.9M | $51.0M | ||
| Q4 24 | $52.9M | $93.5M | ||
| Q3 24 | $77.3M | $70.1M | ||
| Q2 24 | $58.2M | $39.0M | ||
| Q1 24 | $63.0M | $39.7M |
FCFマージンIBPMSA
| Q4 25 | 6.6% | 20.8% | ||
| Q3 25 | 13.5% | 21.4% | ||
| Q2 25 | 9.8% | 8.0% | ||
| Q1 25 | 10.5% | 12.1% | ||
| Q4 24 | 7.1% | 18.7% | ||
| Q3 24 | 10.2% | 16.2% | ||
| Q2 24 | 7.9% | 8.4% | ||
| Q1 24 | 9.1% | 9.6% |
設備投資強度IBPMSA
| Q4 25 | 2.1% | 3.2% | ||
| Q3 25 | 2.5% | 2.6% | ||
| Q2 25 | 2.1% | 6.2% | ||
| Q1 25 | 2.9% | 2.6% | ||
| Q4 24 | 2.9% | 2.9% | ||
| Q3 24 | 3.2% | 3.3% | ||
| Q2 24 | 2.8% | 3.1% | ||
| Q1 24 | 3.1% | 2.7% |
キャッシュ転換率IBPMSA
| Q4 25 | 0.85× | 1.41× | ||
| Q3 25 | 1.67× | 1.62× | ||
| Q2 25 | 1.31× | 1.07× | ||
| Q1 25 | 2.03× | 1.04× | ||
| Q4 24 | 1.12× | 1.23× | ||
| Q3 24 | 1.48× | 1.27× | ||
| Q2 24 | 1.21× | 0.74× | ||
| Q1 24 | 1.52× | 0.88× |
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% |
MSA
| Americas Segment | $335.2M | 66% |
| International Segment | $175.7M | 34% |
