vs
Installed Building Products, Inc.（IBP）とOSI SYSTEMS INC（OSIS）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 $464.1M、OSI SYSTEMS INCの約1.6倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs 8.3%、差は1.9%）。OSI SYSTEMS INCの前年同期比売上増加率が高い（10.5% vs -0.4%）。OSI SYSTEMS INCの直近四半期フリーキャッシュフローが多い（$55.5M vs $49.3M）。過去8四半期でOSI SYSTEMS INCの売上複合成長率が高い（7.0% 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。
OSIシステムズ社は米国カリフォルニア州に本社を置く企業で、空港保安用X線検査装置・金属探知機などのセキュリティ検査システム、医療用モニタリング・麻酔システム、光電子デバイスの開発・販売を手がけ、子会社にSpacelabs Healthcare、Rapiscan Systems、OSI Optoelectronicsがあり、全世界で約3180人の従業員を擁する。
IBP vs OSIS — 直接比較
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $464.1M |
| 純利益 | $76.6M | $38.7M |
| 粗利率 | 35.0% | 32.7% |
| 営業利益率 | 14.6% | 12.7% |
| 純利益率 | 10.2% | 8.3% |
| 売上前年比 | -0.4% | 10.5% |
| 純利益前年比 | 14.5% | 2.3% |
| 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
| Q4 25 | $747.5M | $464.1M | ||
| Q3 25 | $778.2M | $384.6M | ||
| Q2 25 | $760.3M | $505.0M | ||
| Q1 25 | $684.8M | $444.4M | ||
| Q4 24 | $750.2M | $419.8M | ||
| Q3 24 | $760.6M | $344.0M | ||
| Q2 24 | $737.6M | $480.9M | ||
| Q1 24 | $692.9M | $405.4M |
| Q4 25 | $76.6M | $38.7M | ||
| Q3 25 | $74.4M | $20.6M | ||
| Q2 25 | $69.0M | $52.7M | ||
| Q1 25 | $45.4M | $41.1M | ||
| Q4 24 | $66.9M | $37.8M | ||
| Q3 24 | $68.6M | $17.9M | ||
| Q2 24 | $65.2M | $44.7M | ||
| Q1 24 | $55.9M | $34.0M |
| Q4 25 | 35.0% | 32.7% | ||
| Q3 25 | 34.0% | 32.0% | ||
| Q2 25 | 34.2% | 33.3% | ||
| Q1 25 | 32.7% | 33.8% | ||
| Q4 24 | 33.6% | 35.1% | ||
| Q3 24 | 33.8% | 35.3% | ||
| Q2 24 | 34.1% | 32.1% | ||
| Q1 24 | 33.8% | 33.6% |
| Q4 25 | 14.6% | 12.7% | ||
| Q3 25 | 13.7% | 8.6% | ||
| Q2 25 | 13.3% | 14.5% | ||
| Q1 25 | 10.2% | 12.7% | ||
| Q4 24 | 13.1% | 13.8% | ||
| Q3 24 | 13.3% | 8.8% | ||
| Q2 24 | 12.9% | 13.1% | ||
| Q1 24 | 12.7% | 12.7% |
| Q4 25 | 10.2% | 8.3% | ||
| Q3 25 | 9.6% | 5.3% | ||
| Q2 25 | 9.1% | 10.4% | ||
| Q1 25 | 6.6% | 9.3% | ||
| Q4 24 | 8.9% | 9.0% | ||
| Q3 24 | 9.0% | 5.2% | ||
| Q2 24 | 8.8% | 9.3% | ||
| Q1 24 | 8.1% | 8.4% |
| Q4 25 | $2.81 | $2.22 | ||
| Q3 25 | $2.74 | $1.18 | ||
| Q2 25 | $2.52 | $3.04 | ||
| Q1 25 | $1.64 | $2.40 | ||
| Q4 24 | $2.39 | $2.22 | ||
| Q3 24 | $2.44 | $1.05 | ||
| Q2 24 | $2.30 | $2.57 | ||
| Q1 24 | $1.97 | $1.95 |
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 | $336.7M |
| 総負債低いほど良い | $886.6M | $1.0B |
| 株主資本純資産 | $709.9M | $845.5M |
| 総資産 | $2.1B | $2.5B |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | 1.19× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $321.9M | $336.7M | ||
| Q3 25 | $333.3M | $124.4M | ||
| Q2 25 | $305.2M | $106.4M | ||
| Q1 25 | $298.7M | $95.8M | ||
| Q4 24 | $327.6M | $101.6M | ||
| Q3 24 | $406.2M | $85.1M | ||
| Q2 24 | $380.3M | $95.4M | ||
| Q1 24 | $399.9M | $101.4M |
| Q4 25 | $886.6M | $1.0B | ||
| Q3 25 | $880.8M | $442.2M | ||
| Q2 25 | $876.1M | $471.6M | ||
| Q1 25 | $872.4M | $473.2M | ||
| Q4 24 | $874.8M | $474.8M | ||
| Q3 24 | $872.3M | $476.3M | ||
| Q2 24 | $875.8M | $137.6M | ||
| Q1 24 | $875.0M | — |
| Q4 25 | $709.9M | $845.5M | ||
| Q3 25 | $678.6M | $946.0M | ||
| Q2 25 | $664.5M | $951.1M | ||
| Q1 25 | $660.9M | $879.3M | ||
| Q4 24 | $705.3M | $825.8M | ||
| Q3 24 | $716.4M | $786.5M | ||
| Q2 24 | $685.3M | $863.5M | ||
| Q1 24 | $679.2M | $813.4M |
| Q4 25 | $2.1B | $2.5B | ||
| Q3 25 | $2.1B | $2.3B | ||
| Q2 25 | $2.0B | $2.2B | ||
| Q1 25 | $2.0B | $2.1B | ||
| Q4 24 | $2.1B | $2.1B | ||
| Q3 24 | $2.1B | $2.1B | ||
| Q2 24 | $2.0B | $1.9B | ||
| Q1 24 | $2.0B | $1.8B |
| Q4 25 | 1.25× | 1.19× | ||
| Q3 25 | 1.30× | 0.47× | ||
| Q2 25 | 1.32× | 0.50× | ||
| Q1 25 | 1.32× | 0.54× | ||
| Q4 24 | 1.24× | 0.57× | ||
| Q3 24 | 1.22× | 0.61× | ||
| Q2 24 | 1.28× | 0.16× | ||
| 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 | $62.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $55.5M |
| FCFマージンFCF / 売上 | 6.6% | 12.0% |
| 設備投資強度設備投資 / 売上 | 2.1% | 1.4% |
| キャッシュ転換率営業CF / 純利益 | 0.85× | 1.61× |
| 直近12ヶ月FCF直近4四半期 | $300.8M | $137.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $64.9M | $62.2M | ||
| Q3 25 | $124.0M | $17.1M | ||
| Q2 25 | $90.4M | $562.0K | ||
| Q1 25 | $92.1M | $81.6M | ||
| Q4 24 | $74.8M | $52.5M | ||
| Q3 24 | $101.4M | $-37.2M | ||
| Q2 24 | $79.0M | $-29.0M | ||
| Q1 24 | $84.8M | $-52.1M |
| Q4 25 | $49.3M | $55.5M | ||
| Q3 25 | $104.8M | $10.1M | ||
| Q2 25 | $74.8M | $-5.6M | ||
| Q1 25 | $71.9M | $77.1M | ||
| Q4 24 | $52.9M | $47.1M | ||
| Q3 24 | $77.3M | $-44.9M | ||
| Q2 24 | $58.2M | $-37.5M | ||
| Q1 24 | $63.0M | $-57.0M |
| Q4 25 | 6.6% | 12.0% | ||
| Q3 25 | 13.5% | 2.6% | ||
| Q2 25 | 9.8% | -1.1% | ||
| Q1 25 | 10.5% | 17.4% | ||
| Q4 24 | 7.1% | 11.2% | ||
| Q3 24 | 10.2% | -13.0% | ||
| Q2 24 | 7.9% | -7.8% | ||
| Q1 24 | 9.1% | -14.1% |
| Q4 25 | 2.1% | 1.4% | ||
| Q3 25 | 2.5% | 1.8% | ||
| Q2 25 | 2.1% | 1.2% | ||
| Q1 25 | 2.9% | 1.0% | ||
| Q4 24 | 2.9% | 1.3% | ||
| Q3 24 | 3.2% | 2.2% | ||
| Q2 24 | 2.8% | 1.8% | ||
| Q1 24 | 3.1% | 1.2% |
| Q4 25 | 0.85× | 1.61× | ||
| Q3 25 | 1.67× | 0.83× | ||
| Q2 25 | 1.31× | 0.01× | ||
| Q1 25 | 2.03× | 1.98× | ||
| Q4 24 | 1.12× | 1.39× | ||
| Q3 24 | 1.48× | -2.07× | ||
| Q2 24 | 1.21× | -0.65× | ||
| Q1 24 | 1.52× | -1.53× |
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% |
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
