vs
Installed Building Products, Inc.（IBP）とNATIONAL FUEL GAS CO（NFG）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 $425.9M、NATIONAL FUEL GAS COの約1.8倍）。NATIONAL FUEL GAS COの純利益率が高く（35.7% vs 10.2%、差は25.4%）。NATIONAL FUEL GAS COの前年同期比売上増加率が高い（1.7% vs -0.4%）。過去8四半期でNATIONAL FUEL GAS COの売上複合成長率が高い（12.1% 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。
当社は1902年に設立された多角化エネルギー企業で、ニューヨーク州ウィリアムズビルに本社を置き、総資産は62億米ドルに達します。探鉱・生産、パイプライン・貯蔵、ガス収集、公益事業、エネルギーマーケティングの5事業セグメントで事業を展開しています。
IBP vs NFG — 直接比較
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $425.9M |
| 純利益 | $76.6M | $152.0M |
| 粗利率 | 35.0% | — |
| 営業利益率 | 14.6% | 81.5% |
| 純利益率 | 10.2% | 35.7% |
| 売上前年比 | -0.4% | 1.7% |
| 純利益前年比 | 14.5% | — |
| EPS（希薄化後） | $2.81 | $1.59 |
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 | — | $425.9M | ||
| Q4 25 | $747.5M | $637.9M | ||
| Q3 25 | $778.2M | $443.1M | ||
| Q2 25 | $760.3M | $527.4M | ||
| Q1 25 | $684.8M | $734.8M | ||
| Q4 24 | $750.2M | $513.8M | ||
| Q3 24 | $760.6M | $310.0M | ||
| Q2 24 | $737.6M | $338.6M |
| Q1 26 | — | $152.0M | ||
| Q4 25 | $76.6M | $181.6M | ||
| Q3 25 | $74.4M | $107.3M | ||
| Q2 25 | $69.0M | $149.8M | ||
| Q1 25 | $45.4M | $216.4M | ||
| Q4 24 | $66.9M | $45.0M | ||
| Q3 24 | $68.6M | $-167.6M | ||
| Q2 24 | $65.2M | $-54.2M |
| Q1 26 | — | — | ||
| Q4 25 | 35.0% | 86.6% | ||
| Q3 25 | 34.0% | — | ||
| Q2 25 | 34.2% | 94.7% | ||
| Q1 25 | 32.7% | 81.6% | ||
| Q4 24 | 33.6% | 87.3% | ||
| Q3 24 | 33.8% | — | ||
| Q2 24 | 34.1% | 98.5% |
| Q1 26 | — | 81.5% | ||
| Q4 25 | 14.6% | 43.3% | ||
| Q3 25 | 13.7% | 40.6% | ||
| Q2 25 | 13.3% | 43.7% | ||
| Q1 25 | 10.2% | 43.2% | ||
| Q4 24 | 13.1% | 16.8% | ||
| Q3 24 | 13.3% | -63.4% | ||
| Q2 24 | 12.9% | -15.2% |
| Q1 26 | — | 35.7% | ||
| Q4 25 | 10.2% | 28.5% | ||
| Q3 25 | 9.6% | 24.2% | ||
| Q2 25 | 9.1% | 28.4% | ||
| Q1 25 | 6.6% | 29.4% | ||
| Q4 24 | 8.9% | 8.8% | ||
| Q3 24 | 9.0% | -54.1% | ||
| Q2 24 | 8.8% | -16.0% |
| Q1 26 | — | $1.59 | ||
| Q4 25 | $2.81 | $1.98 | ||
| Q3 25 | $2.74 | $1.18 | ||
| Q2 25 | $2.52 | $1.64 | ||
| Q1 25 | $1.64 | $2.37 | ||
| Q4 24 | $2.39 | $0.49 | ||
| Q3 24 | $2.44 | $-1.81 | ||
| Q2 24 | $2.30 | $-0.59 |
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 | — |
| 総負債低いほど良い | $886.6M | $300.0M |
| 株主資本純資産 | $709.9M | — |
| 総資産 | $2.1B | $9.1B |
| 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 | — | — | ||
| Q4 25 | $321.9M | $271.4M | ||
| Q3 25 | $333.3M | $43.2M | ||
| Q2 25 | $305.2M | $39.3M | ||
| Q1 25 | $298.7M | $40.0M | ||
| Q4 24 | $327.6M | $48.7M | ||
| Q3 24 | $406.2M | $38.2M | ||
| Q2 24 | $380.3M | $81.4M |
| Q1 26 | — | $300.0M | ||
| Q4 25 | $886.6M | $2.7B | ||
| Q3 25 | $880.8M | $2.7B | ||
| Q2 25 | $876.1M | $2.7B | ||
| Q1 25 | $872.4M | $2.7B | ||
| Q4 24 | $874.8M | $2.7B | ||
| Q3 24 | $872.3M | $2.7B | ||
| Q2 24 | $875.8M | $2.7B |
| Q1 26 | — | — | ||
| Q4 25 | $709.9M | $3.6B | ||
| Q3 25 | $678.6M | $3.1B | ||
| Q2 25 | $664.5M | $3.0B | ||
| Q1 25 | $660.9M | $2.8B | ||
| Q4 24 | $705.3M | $-76.2M | ||
| Q3 24 | $716.4M | $-15.5M | ||
| Q2 24 | $685.3M | $5.0M |
| Q1 26 | — | $9.1B | ||
| Q4 25 | $2.1B | $9.2B | ||
| Q3 25 | $2.1B | $8.7B | ||
| Q2 25 | $2.0B | $8.4B | ||
| Q1 25 | $2.0B | $8.5B | ||
| Q4 24 | $2.1B | $8.3B | ||
| Q3 24 | $2.1B | $8.3B | ||
| Q2 24 | $2.0B | $8.5B |
| Q1 26 | — | — | ||
| Q4 25 | 1.25× | 0.75× | ||
| Q3 25 | 1.30× | 0.87× | ||
| Q2 25 | 1.32× | 0.90× | ||
| Q1 25 | 1.32× | 0.99× | ||
| Q4 24 | 1.24× | — | ||
| Q3 24 | 1.22× | — | ||
| Q2 24 | 1.28× | 532.10× |
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 | $657.3M |
| 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% | 117.0% |
| キャッシュ転換率営業CF / 純利益 | 0.85× | 4.32× |
| 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 | — | $657.3M | ||
| Q4 25 | $64.9M | $274.9M | ||
| Q3 25 | $124.0M | $237.8M | ||
| Q2 25 | $90.4M | $388.4M | ||
| Q1 25 | $92.1M | $253.8M | ||
| Q4 24 | $74.8M | $220.1M | ||
| Q3 24 | $101.4M | $197.9M | ||
| Q2 24 | $79.0M | $281.8M |
| Q1 26 | — | — | ||
| Q4 25 | $49.3M | $-2.7M | ||
| Q3 25 | $104.8M | $-47.8M | ||
| Q2 25 | $74.8M | $195.3M | ||
| Q1 25 | $71.9M | $59.9M | ||
| Q4 24 | $52.9M | $-20.3M | ||
| Q3 24 | $77.3M | $-49.1M | ||
| Q2 24 | $58.2M | $79.5M |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | -0.4% | ||
| Q3 25 | 13.5% | -10.8% | ||
| Q2 25 | 9.8% | 37.0% | ||
| Q1 25 | 10.5% | 8.2% | ||
| Q4 24 | 7.1% | -4.0% | ||
| Q3 24 | 10.2% | -15.8% | ||
| Q2 24 | 7.9% | 23.5% |
| Q1 26 | — | 117.0% | ||
| Q4 25 | 2.1% | 43.5% | ||
| Q3 25 | 2.5% | 64.4% | ||
| Q2 25 | 2.1% | 36.6% | ||
| Q1 25 | 2.9% | 26.4% | ||
| Q4 24 | 2.9% | 46.8% | ||
| Q3 24 | 3.2% | 79.7% | ||
| Q2 24 | 2.8% | 59.7% |
| Q1 26 | — | 4.32× | ||
| Q4 25 | 0.85× | 1.51× | ||
| Q3 25 | 1.67× | 2.21× | ||
| Q2 25 | 1.31× | 2.59× | ||
| Q1 25 | 2.03× | 1.17× | ||
| Q4 24 | 1.12× | 4.89× | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.21× | — |
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% |
NFG
| Revenues from External Customers | $425.8M | 100% |
| Intersegment Revenues | $126.0K | 0% |
