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Installed Building Products, Inc.（IBP）とUiPath, Inc.（PATH）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 $411.1M、UiPath, Inc.の約1.8倍）。UiPath, Inc.の純利益率が高く（48.4% vs 10.2%、差は38.1%）。UiPath, Inc.の前年同期比売上増加率が高い（15.9% 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 $25.1M）。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 0.7%）
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。
UiPath Inc.は人工知能（AI）、自律型オートメーションおよびオーケストレーションソフトウェアを開発するグローバルソフトウェア企業です。同社の製品は複雑な業務プロセスやワークフローを自動化するAIエージェントの構築・管理に対応し、各業界の業務効率向上を支援しています。
IBP vs PATH — 直接比較
損益計算書 — Q4 FY2025 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $411.1M |
| 純利益 | $76.6M | $198.8M |
| 粗利率 | 35.0% | 83.3% |
| 営業利益率 | 14.6% | 3.2% |
| 純利益率 | 10.2% | 48.4% |
| 売上前年比 | -0.4% | 15.9% |
| 純利益前年比 | 14.5% | 1966.2% |
| EPS（希薄化後） | $2.81 | $0.37 |
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 | $411.1M | ||
| Q3 25 | $778.2M | $361.7M | ||
| Q2 25 | $760.3M | $356.6M | ||
| Q1 25 | $684.8M | $423.6M | ||
| Q4 24 | $750.2M | $354.7M | ||
| Q3 24 | $760.6M | $316.3M | ||
| Q2 24 | $737.6M | $335.1M | ||
| Q1 24 | $692.9M | $405.3M |
| Q4 25 | $76.6M | $198.8M | ||
| Q3 25 | $74.4M | $1.6M | ||
| Q2 25 | $69.0M | $-22.6M | ||
| Q1 25 | $45.4M | $51.8M | ||
| Q4 24 | $66.9M | $-10.7M | ||
| Q3 24 | $68.6M | $-86.1M | ||
| Q2 24 | $65.2M | $-28.7M | ||
| Q1 24 | $55.9M | $33.9M |
| Q4 25 | 35.0% | 83.3% | ||
| Q3 25 | 34.0% | 82.2% | ||
| Q2 25 | 34.2% | 82.1% | ||
| Q1 25 | 32.7% | 84.8% | ||
| Q4 24 | 33.6% | 82.0% | ||
| Q3 24 | 33.8% | 80.0% | ||
| Q2 24 | 34.1% | 83.5% | ||
| Q1 24 | 33.8% | 86.8% |
| Q4 25 | 14.6% | 3.2% | ||
| Q3 25 | 13.7% | -5.6% | ||
| Q2 25 | 13.3% | -4.6% | ||
| Q1 25 | 10.2% | 7.9% | ||
| Q4 24 | 13.1% | -12.2% | ||
| Q3 24 | 13.3% | -32.7% | ||
| Q2 24 | 12.9% | -14.8% | ||
| Q1 24 | 12.7% | 3.7% |
| Q4 25 | 10.2% | 48.4% | ||
| Q3 25 | 9.6% | 0.4% | ||
| Q2 25 | 9.1% | -6.3% | ||
| Q1 25 | 6.6% | 12.2% | ||
| Q4 24 | 8.9% | -3.0% | ||
| Q3 24 | 9.0% | -27.2% | ||
| Q2 24 | 8.8% | -8.6% | ||
| Q1 24 | 8.1% | 8.4% |
| Q4 25 | $2.81 | $0.37 | ||
| Q3 25 | $2.74 | $0.00 | ||
| Q2 25 | $2.52 | $-0.04 | ||
| Q1 25 | $1.64 | $0.09 | ||
| Q4 24 | $2.39 | $-0.02 | ||
| Q3 24 | $2.44 | $-0.15 | ||
| Q2 24 | $2.30 | $-0.05 | ||
| Q1 24 | $1.97 | $0.07 |
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 | $1.4B |
| 総負債低いほど良い | $886.6M | — |
| 株主資本純資産 | $709.9M | $1.9B |
| 総資産 | $2.1B | $2.9B |
| 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
| Q4 25 | $321.9M | $1.4B | ||
| Q3 25 | $333.3M | $1.4B | ||
| Q2 25 | $305.2M | $1.6B | ||
| Q1 25 | $298.7M | $1.6B | ||
| Q4 24 | $327.6M | $1.6B | ||
| Q3 24 | $406.2M | $1.7B | ||
| Q2 24 | $380.3M | $1.9B | ||
| Q1 24 | $399.9M | $1.9B |
| Q4 25 | $886.6M | — | ||
| Q3 25 | $880.8M | — | ||
| Q2 25 | $876.1M | — | ||
| Q1 25 | $872.4M | — | ||
| Q4 24 | $874.8M | — | ||
| Q3 24 | $872.3M | — | ||
| Q2 24 | $875.8M | — | ||
| Q1 24 | $875.0M | — |
| Q4 25 | $709.9M | $1.9B | ||
| Q3 25 | $678.6M | $1.7B | ||
| Q2 25 | $664.5M | $1.7B | ||
| Q1 25 | $660.9M | $1.8B | ||
| Q4 24 | $705.3M | $1.7B | ||
| Q3 24 | $716.4M | $1.8B | ||
| Q2 24 | $685.3M | $2.0B | ||
| Q1 24 | $679.2M | $2.0B |
| Q4 25 | $2.1B | $2.9B | ||
| Q3 25 | $2.1B | $2.6B | ||
| Q2 25 | $2.0B | $2.6B | ||
| Q1 25 | $2.0B | $2.9B | ||
| Q4 24 | $2.1B | $2.7B | ||
| Q3 24 | $2.1B | $2.7B | ||
| Q2 24 | $2.0B | $2.8B | ||
| Q1 24 | $2.0B | $3.0B |
| Q4 25 | 1.25× | — | ||
| Q3 25 | 1.30× | — | ||
| Q2 25 | 1.32× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 1.24× | — | ||
| Q3 24 | 1.22× | — | ||
| Q2 24 | 1.28× | — | ||
| 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 | $28.3M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $25.1M |
| FCFマージンFCF / 売上 | 6.6% | 6.1% |
| 設備投資強度設備投資 / 売上 | 2.1% | 0.8% |
| キャッシュ転換率営業CF / 純利益 | 0.85× | 0.14× |
| 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
| Q4 25 | $64.9M | $28.3M | ||
| Q3 25 | $124.0M | $41.6M | ||
| Q2 25 | $90.4M | $119.0M | ||
| Q1 25 | $92.1M | $146.1M | ||
| Q4 24 | $74.8M | $28.1M | ||
| Q3 24 | $101.4M | $46.4M | ||
| Q2 24 | $79.0M | $100.0M | ||
| Q1 24 | $84.8M | $145.6M |
| Q4 25 | $49.3M | $25.1M | ||
| Q3 25 | $104.8M | — | ||
| Q2 25 | $74.8M | $106.2M | ||
| Q1 25 | $71.9M | $138.7M | ||
| Q4 24 | $52.9M | $23.2M | ||
| Q3 24 | $77.3M | $45.0M | ||
| Q2 24 | $58.2M | $98.8M | ||
| Q1 24 | $63.0M | $141.8M |
| Q4 25 | 6.6% | 6.1% | ||
| Q3 25 | 13.5% | — | ||
| Q2 25 | 9.8% | 29.8% | ||
| Q1 25 | 10.5% | 32.7% | ||
| Q4 24 | 7.1% | 6.5% | ||
| Q3 24 | 10.2% | 14.2% | ||
| Q2 24 | 7.9% | 29.5% | ||
| Q1 24 | 9.1% | 35.0% |
| Q4 25 | 2.1% | 0.8% | ||
| Q3 25 | 2.5% | 0.0% | ||
| Q2 25 | 2.1% | 3.6% | ||
| Q1 25 | 2.9% | 1.7% | ||
| Q4 24 | 2.9% | 1.4% | ||
| Q3 24 | 3.2% | 0.4% | ||
| Q2 24 | 2.8% | 0.4% | ||
| Q1 24 | 3.1% | 0.9% |
| Q4 25 | 0.85× | 0.14× | ||
| Q3 25 | 1.67× | 26.25× | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 2.03× | 2.82× | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.21× | — | ||
| Q1 24 | 1.52× | 4.29× |
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% |
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
