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Installed Building Products, Inc.（IBP）とNORTHERN OIL & GAS, INC.（NOG）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 $610.2M、NORTHERN OIL & GAS, INC.の約1.2倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs -11.6%、差は21.8%）。Installed Building Products, Inc.の前年同期比売上増加率が高い（-0.4% vs -72.6%）。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 $43.2M）。過去8四半期でNORTHERN OIL & GAS, INC.の売上複合成長率が高い（4.3% 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。
マラソン・オイル・コーポレーションは米国の炭化水素探査事業を営む企業である。2024年11月にコノコフィリップスに買収され、同社に統合された。
IBP vs NOG — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $610.2M |
| 純利益 | $76.6M | $-70.7M |
| 粗利率 | 35.0% | — |
| 営業利益率 | 14.6% | — |
| 純利益率 | 10.2% | -11.6% |
| 売上前年比 | -0.4% | -72.6% |
| 純利益前年比 | 14.5% | -198.7% |
| EPS（希薄化後） | $2.81 | $-0.73 |
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 | — | $610.2M | ||
| Q4 25 | $747.5M | $610.2M | ||
| Q3 25 | $778.2M | $556.6M | ||
| Q2 25 | $760.3M | $706.8M | ||
| Q1 25 | $684.8M | $602.1M | ||
| Q4 24 | $750.2M | $515.0M | ||
| Q3 24 | $760.6M | $753.6M | ||
| Q2 24 | $737.6M | $560.8M |
| Q1 26 | — | $-70.7M | ||
| Q4 25 | $76.6M | $-70.7M | ||
| Q3 25 | $74.4M | $-129.1M | ||
| Q2 25 | $69.0M | $99.6M | ||
| Q1 25 | $45.4M | $139.0M | ||
| Q4 24 | $66.9M | $71.7M | ||
| Q3 24 | $68.6M | $298.4M | ||
| Q2 24 | $65.2M | $138.6M |
| Q1 26 | — | — | ||
| Q4 25 | 35.0% | 80.4% | ||
| Q3 25 | 34.0% | 78.7% | ||
| Q2 25 | 34.2% | 82.8% | ||
| Q1 25 | 32.7% | 81.1% | ||
| Q4 24 | 33.6% | 77.4% | ||
| Q3 24 | 33.8% | 85.8% | ||
| Q2 24 | 34.1% | 82.0% |
| Q1 26 | — | — | ||
| Q4 25 | 14.6% | -5.5% | ||
| Q3 25 | 13.7% | -22.6% | ||
| Q2 25 | 13.3% | 24.9% | ||
| Q1 25 | 10.2% | 38.1% | ||
| Q4 24 | 13.1% | 25.8% | ||
| Q3 24 | 13.3% | 57.6% | ||
| Q2 24 | 12.9% | 39.0% |
| Q1 26 | — | -11.6% | ||
| Q4 25 | 10.2% | -11.6% | ||
| Q3 25 | 9.6% | -23.2% | ||
| Q2 25 | 9.1% | 14.1% | ||
| Q1 25 | 6.6% | 23.1% | ||
| Q4 24 | 8.9% | 13.9% | ||
| Q3 24 | 9.0% | 39.6% | ||
| Q2 24 | 8.8% | 24.7% |
| Q1 26 | — | $-0.73 | ||
| Q4 25 | $2.81 | $-0.67 | ||
| Q3 25 | $2.74 | $-1.33 | ||
| Q2 25 | $2.52 | $1.00 | ||
| Q1 25 | $1.64 | $1.39 | ||
| Q4 24 | $2.39 | $0.71 | ||
| Q3 24 | $2.44 | $2.96 | ||
| Q2 24 | $2.30 | $1.36 |
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 | $14.3M |
| 総負債低いほど良い | $886.6M | — |
| 株主資本純資産 | $709.9M | $2.1B |
| 総資産 | $2.1B | $5.4B |
| 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 | — | $14.3M | ||
| Q4 25 | $321.9M | $14.3M | ||
| Q3 25 | $333.3M | $31.6M | ||
| Q2 25 | $305.2M | $25.9M | ||
| Q1 25 | $298.7M | $33.6M | ||
| Q4 24 | $327.6M | $8.9M | ||
| Q3 24 | $406.2M | $34.4M | ||
| Q2 24 | $380.3M | $7.8M |
| Q1 26 | — | — | ||
| Q4 25 | $886.6M | $2.4B | ||
| Q3 25 | $880.8M | $2.3B | ||
| Q2 25 | $876.1M | $2.4B | ||
| Q1 25 | $872.4M | $2.3B | ||
| Q4 24 | $874.8M | $2.4B | ||
| Q3 24 | $872.3M | $2.0B | ||
| Q2 24 | $875.8M | $1.9B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $709.9M | $2.1B | ||
| Q3 25 | $678.6M | $2.2B | ||
| Q2 25 | $664.5M | $2.4B | ||
| Q1 25 | $660.9M | $2.4B | ||
| Q4 24 | $705.3M | $2.3B | ||
| Q3 24 | $716.4M | $2.3B | ||
| Q2 24 | $685.3M | $2.1B |
| Q1 26 | — | $5.4B | ||
| Q4 25 | $2.1B | $5.4B | ||
| Q3 25 | $2.1B | $5.5B | ||
| Q2 25 | $2.0B | $5.7B | ||
| Q1 25 | $2.0B | $5.7B | ||
| Q4 24 | $2.1B | $5.6B | ||
| Q3 24 | $2.1B | $5.1B | ||
| Q2 24 | $2.0B | $4.7B |
| Q1 26 | — | — | ||
| Q4 25 | 1.25× | 1.13× | ||
| Q3 25 | 1.30× | 1.05× | ||
| Q2 25 | 1.32× | 0.98× | ||
| Q1 25 | 1.32× | 0.96× | ||
| Q4 24 | 1.24× | 1.02× | ||
| Q3 24 | 1.22× | 0.84× | ||
| Q2 24 | 1.28× | 0.91× |
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 | $312.6M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $43.2M |
| FCFマージンFCF / 売上 | 6.6% | 7.1% |
| 設備投資強度設備投資 / 売上 | 2.1% | 31.5% |
| 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 | — | $312.6M | ||
| Q4 25 | $64.9M | $312.6M | ||
| Q3 25 | $124.0M | $423.1M | ||
| Q2 25 | $90.4M | $362.1M | ||
| Q1 25 | $92.1M | $407.4M | ||
| Q4 24 | $74.8M | $290.3M | ||
| Q3 24 | $101.4M | $385.8M | ||
| Q2 24 | $79.0M | $340.5M |
| Q1 26 | — | $43.2M | ||
| Q4 25 | $49.3M | — | ||
| Q3 25 | $104.8M | — | ||
| Q2 25 | $74.8M | — | ||
| Q1 25 | $71.9M | — | ||
| Q4 24 | $52.9M | — | ||
| Q3 24 | $77.3M | — | ||
| Q2 24 | $58.2M | — |
| Q1 26 | — | 7.1% | ||
| Q4 25 | 6.6% | — | ||
| Q3 25 | 13.5% | — | ||
| Q2 25 | 9.8% | — | ||
| Q1 25 | 10.5% | — | ||
| Q4 24 | 7.1% | — | ||
| Q3 24 | 10.2% | — | ||
| Q2 24 | 7.9% | — |
| Q1 26 | — | 31.5% | ||
| Q4 25 | 2.1% | — | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | 2.9% | — | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 2.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.85× | — | ||
| Q3 25 | 1.67× | — | ||
| Q2 25 | 1.31× | 3.64× | ||
| Q1 25 | 2.03× | 2.93× | ||
| Q4 24 | 1.12× | 4.05× | ||
| Q3 24 | 1.48× | 1.29× | ||
| Q2 24 | 1.21× | 2.46× |
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% |
NOG
| Oil and Gas Sales | $447.7M | 73% |
| Gain on Commodity Derivatives, Net | $159.3M | 26% |
| Other Revenue | $3.1M | 1% |
