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Installed Building Products, Inc.（IBP）とペガシステムズ（PEGA）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 $430.0M、ペガシステムズの約1.7倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs 7.6%、差は2.6%）。Installed Building Products, Inc.の前年同期比売上増加率が高い（-0.4% vs -9.6%）。ペガシステムズの直近四半期フリーキャッシュフローが多い（$206.5M vs $49.3M）。過去8四半期でペガシステムズの売上複合成長率が高い（10.7% 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。
ペガシステムズ（Pega）は1983年設立のグローバルソフトウェア企業で、本社は米国マサチューセッツ州ウォルサムに所在します。1996年よりNASDAQに証券コードPEGAで上場しており、企業向けにワークフロー自動化や生成AIによる意思決定支援を実現するローコードプラットフォームを提供しています。
IBP vs PEGA — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $430.0M |
| 純利益 | $76.6M | $32.8M |
| 粗利率 | 35.0% | 75.2% |
| 営業利益率 | 14.6% | 8.6% |
| 純利益率 | 10.2% | 7.6% |
| 売上前年比 | -0.4% | -9.6% |
| 純利益前年比 | 14.5% | — |
| EPS（希薄化後） | $2.81 | $0.18 |
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 | — | $430.0M | ||
| Q4 25 | $747.5M | $504.3M | ||
| Q3 25 | $778.2M | $381.4M | ||
| Q2 25 | $760.3M | $384.5M | ||
| Q1 25 | $684.8M | $475.6M | ||
| Q4 24 | $750.2M | $490.8M | ||
| Q3 24 | $760.6M | $325.1M | ||
| Q2 24 | $737.6M | $351.2M |
| Q1 26 | — | $32.8M | ||
| Q4 25 | $76.6M | $234.6M | ||
| Q3 25 | $74.4M | $43.4M | ||
| Q2 25 | $69.0M | $30.1M | ||
| Q1 25 | $45.4M | $85.4M | ||
| Q4 24 | $66.9M | $119.1M | ||
| Q3 24 | $68.6M | $-14.4M | ||
| Q2 24 | $65.2M | $6.6M |
| Q1 26 | — | 75.2% | ||
| Q4 25 | 35.0% | 79.5% | ||
| Q3 25 | 34.0% | 72.2% | ||
| Q2 25 | 34.2% | 71.5% | ||
| Q1 25 | 32.7% | 78.5% | ||
| Q4 24 | 33.6% | 79.1% | ||
| Q3 24 | 33.8% | 70.2% | ||
| Q2 24 | 34.1% | 72.4% |
| Q1 26 | — | 8.6% | ||
| Q4 25 | 14.6% | 20.7% | ||
| Q3 25 | 13.7% | 3.8% | ||
| Q2 25 | 13.3% | 4.5% | ||
| Q1 25 | 10.2% | 26.7% | ||
| Q4 24 | 13.1% | 29.1% | ||
| Q3 24 | 13.3% | -3.6% | ||
| Q2 24 | 12.9% | 3.7% |
| Q1 26 | — | 7.6% | ||
| Q4 25 | 10.2% | 46.5% | ||
| Q3 25 | 9.6% | 11.4% | ||
| Q2 25 | 9.1% | 7.8% | ||
| Q1 25 | 6.6% | 18.0% | ||
| Q4 24 | 8.9% | 24.3% | ||
| Q3 24 | 9.0% | -4.4% | ||
| Q2 24 | 8.8% | 1.9% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | $2.81 | $0.81 | ||
| Q3 25 | $2.74 | $0.24 | ||
| Q2 25 | $2.52 | $0.17 | ||
| Q1 25 | $1.64 | $0.91 | ||
| Q4 24 | $2.39 | $1.35 | ||
| Q3 24 | $2.44 | $-0.17 | ||
| Q2 24 | $2.30 | $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 | $270.0M |
| 総負債低いほど良い | $886.6M | — |
| 株主資本純資産 | $709.9M | $705.9M |
| 総資産 | $2.1B | $1.6B |
| 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 | — | $270.0M | ||
| Q4 25 | $321.9M | $425.8M | ||
| Q3 25 | $333.3M | $351.4M | ||
| Q2 25 | $305.2M | $411.6M | ||
| Q1 25 | $298.7M | $371.7M | ||
| Q4 24 | $327.6M | $740.0M | ||
| Q3 24 | $406.2M | $703.0M | ||
| Q2 24 | $380.3M | $665.1M |
| Q1 26 | — | — | ||
| 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 26 | — | $705.9M | ||
| Q4 25 | $709.9M | $787.4M | ||
| Q3 25 | $678.6M | $596.8M | ||
| Q2 25 | $664.5M | $624.5M | ||
| Q1 25 | $660.9M | $611.3M | ||
| Q4 24 | $705.3M | $585.5M | ||
| Q3 24 | $716.4M | $473.0M | ||
| Q2 24 | $685.3M | $435.4M |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $2.1B | $1.6B | ||
| Q3 25 | $2.1B | $1.3B | ||
| Q2 25 | $2.0B | $1.3B | ||
| Q1 25 | $2.0B | $1.3B | ||
| Q4 24 | $2.1B | $1.8B | ||
| Q3 24 | $2.1B | $1.6B | ||
| Q2 24 | $2.0B | $1.5B |
| Q1 26 | — | — | ||
| 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× | — |
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 | $206.5M |
| FCFマージンFCF / 売上 | 6.6% | 48.0% |
| 設備投資強度設備投資 / 売上 | 2.1% | — |
| 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 | $494.9M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $64.9M | $158.4M | ||
| Q3 25 | $124.0M | $56.3M | ||
| Q2 25 | $90.4M | $86.3M | ||
| Q1 25 | $92.1M | $204.2M | ||
| Q4 24 | $74.8M | $95.2M | ||
| Q3 24 | $101.4M | $30.5M | ||
| Q2 24 | $79.0M | $40.1M |
| Q1 26 | — | $206.5M | ||
| Q4 25 | $49.3M | $152.4M | ||
| Q3 25 | $104.8M | $51.8M | ||
| Q2 25 | $74.8M | $84.1M | ||
| Q1 25 | $71.9M | $202.3M | ||
| Q4 24 | $52.9M | $92.4M | ||
| Q3 24 | $77.3M | $27.4M | ||
| Q2 24 | $58.2M | $38.8M |
| Q1 26 | — | 48.0% | ||
| Q4 25 | 6.6% | 30.2% | ||
| Q3 25 | 13.5% | 13.6% | ||
| Q2 25 | 9.8% | 21.9% | ||
| Q1 25 | 10.5% | 42.5% | ||
| Q4 24 | 7.1% | 18.8% | ||
| Q3 24 | 10.2% | 8.4% | ||
| Q2 24 | 7.9% | 11.1% |
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 1.2% | ||
| Q3 25 | 2.5% | 1.2% | ||
| Q2 25 | 2.1% | 0.6% | ||
| Q1 25 | 2.9% | 0.4% | ||
| Q4 24 | 2.9% | 0.6% | ||
| Q3 24 | 3.2% | 0.9% | ||
| Q2 24 | 2.8% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 0.85× | 0.68× | ||
| Q3 25 | 1.67× | 1.30× | ||
| Q2 25 | 1.31× | 2.87× | ||
| Q1 25 | 2.03× | 2.39× | ||
| Q4 24 | 1.12× | 0.80× | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.21× | 6.06× |
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% |
PEGA
| Pega Cloud | $205.0M | 48% |
| Subscription license | $94.9M | 22% |
| Maintenance | $75.3M | 18% |
| Consulting | $54.8M | 13% |
