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Installed Building Products, Inc.（IBP）とMatador Resources Co（MTDR）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
Matador Resources Coの直近四半期売上が大きい（$809.5M vs $747.5M、Installed Building Products, Inc.の約1.1倍）。Matador Resources Coの純利益率が高く（23.8% vs 10.2%、差は13.5%）。Installed Building Products, Inc.の前年同期比売上増加率が高い（-0.4% vs -17.2%）。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 $8.1M）。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 1.5%）
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。
マタドール・リソーシズ社は独立系エネルギー企業で、石油、天然ガス、天然ガス液の探査、開発、生産、買収を主な事業としています。主な操業地域は米国の主要陸上資源盆地にあり、北米のエネルギー市場を主な顧客層としています。
IBP vs MTDR — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $809.5M |
| 純利益 | $76.6M | $192.5M |
| 粗利率 | 35.0% | — |
| 営業利益率 | 14.6% | 30.0% |
| 純利益率 | 10.2% | 23.8% |
| 売上前年比 | -0.4% | -17.2% |
| 純利益前年比 | 14.5% | -10.2% |
| EPS（希薄化後） | $2.81 | $1.54 |
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 | $809.5M | ||
| Q3 25 | $778.2M | $915.1M | ||
| Q2 25 | $760.3M | $925.7M | ||
| Q1 25 | $684.8M | $1.0B | ||
| Q4 24 | $750.2M | $978.3M | ||
| Q3 24 | $760.6M | $860.1M | ||
| Q2 24 | $737.6M | $855.2M | ||
| Q1 24 | $692.9M | $785.3M |
| Q4 25 | $76.6M | $192.5M | ||
| Q3 25 | $74.4M | $176.4M | ||
| Q2 25 | $69.0M | $150.2M | ||
| Q1 25 | $45.4M | $240.1M | ||
| Q4 24 | $66.9M | $214.5M | ||
| Q3 24 | $68.6M | $248.3M | ||
| Q2 24 | $65.2M | $228.8M | ||
| Q1 24 | $55.9M | $193.7M |
| 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 24 | 33.8% | — |
| Q4 25 | 14.6% | 30.0% | ||
| Q3 25 | 13.7% | 33.4% | ||
| Q2 25 | 13.3% | 31.2% | ||
| Q1 25 | 10.2% | 38.7% | ||
| Q4 24 | 13.1% | 36.8% | ||
| Q3 24 | 13.3% | 45.6% | ||
| Q2 24 | 12.9% | 42.5% | ||
| Q1 24 | 12.7% | 40.6% |
| Q4 25 | 10.2% | 23.8% | ||
| Q3 25 | 9.6% | 19.3% | ||
| Q2 25 | 9.1% | 16.2% | ||
| Q1 25 | 6.6% | 23.9% | ||
| Q4 24 | 8.9% | 21.9% | ||
| Q3 24 | 9.0% | 28.9% | ||
| Q2 24 | 8.8% | 26.8% | ||
| Q1 24 | 8.1% | 24.7% |
| Q4 25 | $2.81 | $1.54 | ||
| Q3 25 | $2.74 | $1.42 | ||
| Q2 25 | $2.52 | $1.21 | ||
| Q1 25 | $1.64 | $1.92 | ||
| Q4 24 | $2.39 | $1.71 | ||
| Q3 24 | $2.44 | $1.99 | ||
| Q2 24 | $2.30 | $1.83 | ||
| Q1 24 | $1.97 | $1.61 |
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 | $15.3M |
| 総負債低いほど良い | $886.6M | $3.4B |
| 株主資本純資産 | $709.9M | $5.7B |
| 総資産 | $2.1B | $11.7B |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | 0.60× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $321.9M | $15.3M | ||
| Q3 25 | $333.3M | $20.1M | ||
| Q2 25 | $305.2M | $10.5M | ||
| Q1 25 | $298.7M | $14.5M | ||
| Q4 24 | $327.6M | $23.0M | ||
| Q3 24 | $406.2M | $23.3M | ||
| Q2 24 | $380.3M | $15.2M | ||
| Q1 24 | $399.9M | $23.2M |
| Q4 25 | $886.6M | $3.4B | ||
| Q3 25 | $880.8M | $3.2B | ||
| Q2 25 | $876.1M | $3.3B | ||
| Q1 25 | $872.4M | $3.2B | ||
| Q4 24 | $874.8M | $3.3B | ||
| Q3 24 | $872.3M | — | ||
| Q2 24 | $875.8M | — | ||
| Q1 24 | $875.0M | — |
| Q4 25 | $709.9M | $5.7B | ||
| Q3 25 | $678.6M | $5.5B | ||
| Q2 25 | $664.5M | $5.4B | ||
| Q1 25 | $660.9M | $5.3B | ||
| Q4 24 | $705.3M | $5.1B | ||
| Q3 24 | $716.4M | $4.9B | ||
| Q2 24 | $685.3M | $4.6B | ||
| Q1 24 | $679.2M | $4.4B |
| Q4 25 | $2.1B | $11.7B | ||
| Q3 25 | $2.1B | $11.6B | ||
| Q2 25 | $2.0B | $11.3B | ||
| Q1 25 | $2.0B | $11.1B | ||
| Q4 24 | $2.1B | $10.9B | ||
| Q3 24 | $2.1B | $10.6B | ||
| Q2 24 | $2.0B | $8.5B | ||
| Q1 24 | $2.0B | $8.2B |
| Q4 25 | 1.25× | 0.60× | ||
| Q3 25 | 1.30× | 0.58× | ||
| Q2 25 | 1.32× | 0.61× | ||
| Q1 25 | 1.32× | 0.60× | ||
| Q4 24 | 1.24× | 0.65× | ||
| 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 | $474.4M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $8.1M |
| FCFマージンFCF / 売上 | 6.6% | 1.0% |
| 設備投資強度設備投資 / 売上 | 2.1% | 57.6% |
| キャッシュ転換率営業CF / 純利益 | 0.85× | 2.46× |
| 直近12ヶ月FCF直近4四半期 | $300.8M | $269.6M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $64.9M | $474.4M | ||
| Q3 25 | $124.0M | $721.7M | ||
| Q2 25 | $90.4M | $501.0M | ||
| Q1 25 | $92.1M | $727.9M | ||
| Q4 24 | $74.8M | $575.0M | ||
| Q3 24 | $101.4M | $610.4M | ||
| Q2 24 | $79.0M | $592.9M | ||
| Q1 24 | $84.8M | $468.6M |
| Q4 25 | $49.3M | $8.1M | ||
| Q3 25 | $104.8M | $78.3M | ||
| Q2 25 | $74.8M | $9.6M | ||
| Q1 25 | $71.9M | $173.6M | ||
| Q4 24 | $52.9M | $45.2M | ||
| Q3 24 | $77.3M | $-1.6B | ||
| Q2 24 | $58.2M | $69.0M | ||
| Q1 24 | $63.0M | $-170.0M |
| Q4 25 | 6.6% | 1.0% | ||
| Q3 25 | 13.5% | 8.6% | ||
| Q2 25 | 9.8% | 1.0% | ||
| Q1 25 | 10.5% | 17.3% | ||
| Q4 24 | 7.1% | 4.6% | ||
| Q3 24 | 10.2% | -186.5% | ||
| Q2 24 | 7.9% | 8.1% | ||
| Q1 24 | 9.1% | -21.6% |
| Q4 25 | 2.1% | 57.6% | ||
| Q3 25 | 2.5% | 70.3% | ||
| Q2 25 | 2.1% | 53.1% | ||
| Q1 25 | 2.9% | 55.1% | ||
| Q4 24 | 2.9% | 54.2% | ||
| Q3 24 | 3.2% | 257.4% | ||
| Q2 24 | 2.8% | 61.3% | ||
| Q1 24 | 3.1% | 81.3% |
| Q4 25 | 0.85× | 2.46× | ||
| Q3 25 | 1.67× | 4.09× | ||
| Q2 25 | 1.31× | 3.34× | ||
| Q1 25 | 2.03× | 3.03× | ||
| Q4 24 | 1.12× | 2.68× | ||
| Q3 24 | 1.48× | 2.46× | ||
| Q2 24 | 1.21× | 2.59× | ||
| Q1 24 | 1.52× | 2.42× |
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% |
MTDR
| Oil And Gas | $702.8M | 87% |
| Natural Gas Sales | $61.3M | 8% |
| Natural Gas Midstream | $45.4M | 6% |
