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Installed Building Products, Inc.（IBP）とオープンテキスト（OTEX）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
オープンテキストの直近四半期売上が大きい（$1.3B vs $747.5M、Installed Building Products, Inc.の約1.7倍）。オープンテキストの純利益率が高く（13.5% vs 10.2%、差は3.2%）。オープンテキストの前年同期比売上増加率が高い（2.2% vs -0.4%）。オープンテキストの直近四半期フリーキャッシュフローが多い（$305.0M vs $49.3M）。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 -3.0%）
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。
オープンテキストコーポレーションは世界的なソフトウェア企業で、情報管理ソフトウェアの開発・販売を主な事業としています。世界各国のさまざまな業種の顧客に製品やソリューションを提供し、企業の情報資産の効率的な管理、コンプライアンスの徹底、デジタルトランスフォーメーションの推進を支援しています。
IBP vs OTEX — 直接比較
損益計算書 — Q4 FY2025 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $1.3B |
| 純利益 | $76.6M | $172.7M |
| 粗利率 | 35.0% | 73.1% |
| 営業利益率 | 14.6% | 15.7% |
| 純利益率 | 10.2% | 13.5% |
| 売上前年比 | -0.4% | 2.2% |
| 純利益前年比 | 14.5% | — |
| EPS（希薄化後） | $2.81 | $0.70 |
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 | — | $1.3B | ||
| Q4 25 | $747.5M | $1.3B | ||
| Q3 25 | $778.2M | $1.3B | ||
| Q2 25 | $760.3M | $1.3B | ||
| Q1 25 | $684.8M | $1.3B | ||
| Q4 24 | $750.2M | $1.3B | ||
| Q3 24 | $760.6M | $1.3B | ||
| Q2 24 | $737.6M | $1.4B |
| Q1 26 | — | $172.7M | ||
| Q4 25 | $76.6M | $168.1M | ||
| Q3 25 | $74.4M | $146.6M | ||
| Q2 25 | $69.0M | $28.8M | ||
| Q1 25 | $45.4M | $92.8M | ||
| Q4 24 | $66.9M | $229.9M | ||
| Q3 24 | $68.6M | $84.4M | ||
| Q2 24 | $65.2M | $248.2M |
| Q1 26 | — | 73.1% | ||
| Q4 25 | 35.0% | 74.0% | ||
| Q3 25 | 34.0% | 72.8% | ||
| Q2 25 | 34.2% | 72.3% | ||
| Q1 25 | 32.7% | 71.6% | ||
| Q4 24 | 33.6% | 73.3% | ||
| Q3 24 | 33.8% | 71.7% | ||
| Q2 24 | 34.1% | 72.5% |
| Q1 26 | — | 15.7% | ||
| Q4 25 | 14.6% | 22.0% | ||
| Q3 25 | 13.7% | 21.0% | ||
| Q2 25 | 13.3% | 13.9% | ||
| Q1 25 | 10.2% | 16.7% | ||
| Q4 24 | 13.1% | 22.2% | ||
| Q3 24 | 13.3% | 16.3% | ||
| Q2 24 | 12.9% | 14.2% |
| Q1 26 | — | 13.5% | ||
| Q4 25 | 10.2% | 12.7% | ||
| Q3 25 | 9.6% | 11.4% | ||
| Q2 25 | 9.1% | 2.2% | ||
| Q1 25 | 6.6% | 7.4% | ||
| Q4 24 | 8.9% | 17.2% | ||
| Q3 24 | 9.0% | 6.6% | ||
| Q2 24 | 8.8% | 18.2% |
| Q1 26 | — | $0.70 | ||
| Q4 25 | $2.81 | $0.66 | ||
| Q3 25 | $2.74 | $0.58 | ||
| Q2 25 | $2.52 | $0.11 | ||
| Q1 25 | $1.64 | $0.35 | ||
| Q4 24 | $2.39 | $0.87 | ||
| Q3 24 | $2.44 | $0.32 | ||
| Q2 24 | $2.30 | $0.91 |
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 | $1.3B |
| 総負債低いほど良い | $886.6M | $6.2B |
| 株主資本純資産 | $709.9M | $4.0B |
| 総資産 | $2.1B | $13.3B |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | 1.57× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $1.3B | ||
| Q4 25 | $321.9M | $1.3B | ||
| Q3 25 | $333.3M | $1.1B | ||
| Q2 25 | $305.2M | $1.2B | ||
| Q1 25 | $298.7M | $1.3B | ||
| Q4 24 | $327.6M | $1.1B | ||
| Q3 24 | $406.2M | $1.0B | ||
| Q2 24 | $380.3M | $1.3B |
| Q1 26 | — | $6.2B | ||
| Q4 25 | $886.6M | $6.4B | ||
| Q3 25 | $880.8M | $6.4B | ||
| Q2 25 | $876.1M | $6.4B | ||
| Q1 25 | $872.4M | $6.4B | ||
| Q4 24 | $874.8M | $6.4B | ||
| Q3 24 | $872.3M | $6.4B | ||
| Q2 24 | $875.8M | $6.4B |
| Q1 26 | — | $4.0B | ||
| Q4 25 | $709.9M | $4.0B | ||
| Q3 25 | $678.6M | $4.0B | ||
| Q2 25 | $664.5M | $3.9B | ||
| Q1 25 | $660.9M | $4.1B | ||
| Q4 24 | $705.3M | $4.2B | ||
| Q3 24 | $716.4M | $4.1B | ||
| Q2 24 | $685.3M | $4.2B |
| Q1 26 | — | $13.3B | ||
| Q4 25 | $2.1B | $13.6B | ||
| Q3 25 | $2.1B | $13.5B | ||
| Q2 25 | $2.0B | $13.8B | ||
| Q1 25 | $2.0B | $13.8B | ||
| Q4 24 | $2.1B | $13.7B | ||
| Q3 24 | $2.1B | $13.8B | ||
| Q2 24 | $2.0B | $14.2B |
| Q1 26 | — | 1.57× | ||
| Q4 25 | 1.25× | 1.58× | ||
| Q3 25 | 1.30× | 1.61× | ||
| Q2 25 | 1.32× | 1.62× | ||
| Q1 25 | 1.32× | 1.55× | ||
| Q4 24 | 1.24× | 1.51× | ||
| Q3 24 | 1.22× | 1.55× | ||
| Q2 24 | 1.28× | 1.52× |
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 | $354.6M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $305.0M |
| FCFマージンFCF / 売上 | 6.6% | 23.8% |
| 設備投資強度設備投資 / 売上 | 2.1% | 3.9% |
| キャッシュ転換率営業CF / 純利益 | 0.85× | 2.05× |
| 直近12ヶ月FCF直近4四半期 | $300.8M | $809.6M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $354.6M | ||
| Q4 25 | $64.9M | $318.7M | ||
| Q3 25 | $124.0M | $147.8M | ||
| Q2 25 | $90.4M | $158.2M | ||
| Q1 25 | $92.1M | $402.2M | ||
| Q4 24 | $74.8M | $348.0M | ||
| Q3 24 | $101.4M | $-77.8M | ||
| Q2 24 | $79.0M | $185.2M |
| Q1 26 | — | $305.0M | ||
| Q4 25 | $49.3M | $279.4M | ||
| Q3 25 | $104.8M | $101.2M | ||
| Q2 25 | $74.8M | $124.0M | ||
| Q1 25 | $71.9M | $373.8M | ||
| Q4 24 | $52.9M | $306.7M | ||
| Q3 24 | $77.3M | $-117.1M | ||
| Q2 24 | $58.2M | $145.2M |
| Q1 26 | — | 23.8% | ||
| Q4 25 | 6.6% | 21.1% | ||
| Q3 25 | 13.5% | 7.9% | ||
| Q2 25 | 9.8% | 9.5% | ||
| Q1 25 | 10.5% | 29.8% | ||
| Q4 24 | 7.1% | 23.0% | ||
| Q3 24 | 10.2% | -9.2% | ||
| Q2 24 | 7.9% | 10.7% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | 2.1% | 3.0% | ||
| Q3 25 | 2.5% | 3.6% | ||
| Q2 25 | 2.1% | 2.6% | ||
| Q1 25 | 2.9% | 2.3% | ||
| Q4 24 | 2.9% | 3.1% | ||
| Q3 24 | 3.2% | 3.1% | ||
| Q2 24 | 2.8% | 2.9% |
| Q1 26 | — | 2.05× | ||
| Q4 25 | 0.85× | 1.90× | ||
| Q3 25 | 1.67× | 1.01× | ||
| Q2 25 | 1.31× | 5.49× | ||
| Q1 25 | 2.03× | 4.33× | ||
| Q4 24 | 1.12× | 1.51× | ||
| Q3 24 | 1.48× | -0.92× | ||
| Q2 24 | 1.21× | 0.75× |
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% |
OTEX
| Customer support | $564.8M | 44% |
| Cloud services and subscriptions | $492.9M | 38% |
| License | $145.1M | 11% |
| Professional service and other | $79.6M | 6% |
