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Installed Building Products, Inc.（IBP）とオーシャニアリング・インターナショナル（OII）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 $692.4M、オーシャニアリング・インターナショナルの約1.1倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs 5.2%、差は5.0%）。オーシャニアリング・インターナショナルの前年同期比売上増加率が高い（2.7% vs -0.4%）。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 $-76.5M）。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 1.8%）
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。
オーシャニアリング・インターナショナルは米国テキサス州ヒューストンに本社を置く海底工学・応用技術企業で、海洋、宇宙、その他の特殊環境で事業を展開する顧客に対し、エンジニアリングサービスと専用ハードウェアを提供しています。
IBP vs OII — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $692.4M |
| 純利益 | $76.6M | $36.1M |
| 粗利率 | 35.0% | — |
| 営業利益率 | 14.6% | — |
| 純利益率 | 10.2% | 5.2% |
| 売上前年比 | -0.4% | 2.7% |
| 純利益前年比 | 14.5% | -79.7% |
| EPS（希薄化後） | $2.81 | $0.36 |
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 | — | $692.4M | ||
| Q4 25 | $747.5M | $668.6M | ||
| Q3 25 | $778.2M | $742.9M | ||
| Q2 25 | $760.3M | $698.2M | ||
| Q1 25 | $684.8M | $674.5M | ||
| Q4 24 | $750.2M | $713.5M | ||
| Q3 24 | $760.6M | $679.8M | ||
| Q2 24 | $737.6M | $668.8M |
| Q1 26 | — | $36.1M | ||
| Q4 25 | $76.6M | $177.7M | ||
| Q3 25 | $74.4M | $71.3M | ||
| Q2 25 | $69.0M | $54.4M | ||
| Q1 25 | $45.4M | $50.4M | ||
| Q4 24 | $66.9M | $56.1M | ||
| Q3 24 | $68.6M | $41.2M | ||
| Q2 24 | $65.2M | $35.0M |
| Q1 26 | — | — | ||
| Q4 25 | 35.0% | 19.8% | ||
| Q3 25 | 34.0% | 20.6% | ||
| Q2 25 | 34.2% | 21.3% | ||
| Q1 25 | 32.7% | 20.0% | ||
| Q4 24 | 33.6% | 19.9% | ||
| Q3 24 | 33.8% | 19.3% | ||
| Q2 24 | 34.1% | 18.0% |
| Q1 26 | — | — | ||
| Q4 25 | 14.6% | 9.8% | ||
| Q3 25 | 13.7% | 11.6% | ||
| Q2 25 | 13.3% | 11.3% | ||
| Q1 25 | 10.2% | 10.9% | ||
| Q4 24 | 13.1% | 10.9% | ||
| Q3 24 | 13.3% | 10.5% | ||
| Q2 24 | 12.9% | 9.0% |
| Q1 26 | — | 5.2% | ||
| Q4 25 | 10.2% | 26.6% | ||
| Q3 25 | 9.6% | 9.6% | ||
| Q2 25 | 9.1% | 7.8% | ||
| Q1 25 | 6.6% | 7.5% | ||
| Q4 24 | 8.9% | 7.9% | ||
| Q3 24 | 9.0% | 6.1% | ||
| Q2 24 | 8.8% | 5.2% |
| Q1 26 | — | $0.36 | ||
| Q4 25 | $2.81 | $1.75 | ||
| Q3 25 | $2.74 | $0.71 | ||
| Q2 25 | $2.52 | $0.54 | ||
| Q1 25 | $1.64 | $0.49 | ||
| Q4 24 | $2.39 | $0.55 | ||
| Q3 24 | $2.44 | $0.40 | ||
| Q2 24 | $2.30 | $0.34 |
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 | $488.8M |
| 株主資本純資産 | $709.9M | $1.1B |
| 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× | 0.44× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $321.9M | $695.9M | ||
| Q3 25 | $333.3M | $7.0M | ||
| Q2 25 | $305.2M | $7.0M | ||
| Q1 25 | $298.7M | $7.0M | ||
| Q4 24 | $327.6M | $504.5M | ||
| Q3 24 | $406.2M | — | ||
| Q2 24 | $380.3M | — |
| Q1 26 | — | $488.8M | ||
| Q4 25 | $886.6M | $487.4M | ||
| Q3 25 | $880.8M | — | ||
| Q2 25 | $876.1M | — | ||
| Q1 25 | $872.4M | — | ||
| Q4 24 | $874.8M | $482.0M | ||
| Q3 24 | $872.3M | — | ||
| Q2 24 | $875.8M | — |
| Q1 26 | — | $1.1B | ||
| Q4 25 | $709.9M | $1.1B | ||
| Q3 25 | $678.6M | $907.7M | ||
| Q2 25 | $664.5M | $842.1M | ||
| Q1 25 | $660.9M | $773.1M | ||
| Q4 24 | $705.3M | $714.3M | ||
| Q3 24 | $716.4M | $698.0M | ||
| Q2 24 | $685.3M | $651.0M |
| Q1 26 | — | $2.6B | ||
| Q4 25 | $2.1B | $2.7B | ||
| Q3 25 | $2.1B | $2.5B | ||
| Q2 25 | $2.0B | $2.3B | ||
| Q1 25 | $2.0B | $2.3B | ||
| Q4 24 | $2.1B | $2.3B | ||
| Q3 24 | $2.1B | $2.4B | ||
| Q2 24 | $2.0B | $2.3B |
| Q1 26 | — | 0.44× | ||
| Q4 25 | 1.25× | 0.46× | ||
| Q3 25 | 1.30× | — | ||
| Q2 25 | 1.32× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 1.24× | 0.67× | ||
| 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 | $-76.5M |
| FCFマージンFCF / 売上 | 6.6% | -11.1% |
| 設備投資強度設備投資 / 売上 | 2.1% | 2.5% |
| 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 | $238.1M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $64.9M | $221.1M | ||
| Q3 25 | $124.0M | $101.3M | ||
| Q2 25 | $90.4M | $77.2M | ||
| Q1 25 | $92.1M | $-80.7M | ||
| Q4 24 | $74.8M | $128.4M | ||
| Q3 24 | $101.4M | $91.9M | ||
| Q2 24 | $79.0M | $52.6M |
| Q1 26 | — | $-76.5M | ||
| Q4 25 | $49.3M | $190.7M | ||
| Q3 25 | $104.8M | $77.0M | ||
| Q2 25 | $74.8M | $46.9M | ||
| Q1 25 | $71.9M | $-106.8M | ||
| Q4 24 | $52.9M | $94.5M | ||
| Q3 24 | $77.3M | $67.0M | ||
| Q2 24 | $58.2M | $29.8M |
| Q1 26 | — | -11.1% | ||
| Q4 25 | 6.6% | 28.5% | ||
| Q3 25 | 13.5% | 10.4% | ||
| Q2 25 | 9.8% | 6.7% | ||
| Q1 25 | 10.5% | -15.8% | ||
| Q4 24 | 7.1% | 13.2% | ||
| Q3 24 | 10.2% | 9.9% | ||
| Q2 24 | 7.9% | 4.5% |
| Q1 26 | — | 2.5% | ||
| Q4 25 | 2.1% | 4.6% | ||
| Q3 25 | 2.5% | 3.3% | ||
| Q2 25 | 2.1% | 4.3% | ||
| Q1 25 | 2.9% | 3.9% | ||
| Q4 24 | 2.9% | 4.7% | ||
| Q3 24 | 3.2% | 3.7% | ||
| Q2 24 | 2.8% | 3.4% |
| Q1 26 | — | — | ||
| Q4 25 | 0.85× | 1.24× | ||
| Q3 25 | 1.67× | 1.42× | ||
| Q2 25 | 1.31× | 1.42× | ||
| Q1 25 | 2.03× | -1.60× | ||
| Q4 24 | 1.12× | 2.29× | ||
| Q3 24 | 1.48× | 2.23× | ||
| Q2 24 | 1.21× | 1.50× |
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% |
OII
| Backlog at end of period | $492.0M | 71% |
| Other | $162.8M | 24% |
| ROV days available | $22.5M | 3% |
| ROV days utilized | $15.1M | 2% |
