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Installed Building Products, Inc.（IBP）とEPLUS INC（PLUS）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 $614.8M、EPLUS INCの約1.2倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs 5.7%、差は4.5%）。EPLUS INCの前年同期比売上増加率が高い（20.3% vs -0.4%）。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 2.3%）
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。
ePlus Inc.は米国発のコンサルティング型テクノロジーソリューションプロバイダーで、サイバーセキュリティ、クラウド、ネットワーク、コラボレーション、人工知能などの先進技術分野にわたり、5000社以上の顧客にソリューション、アドバイザリー、マネージドサービスを提供しています。
IBP vs PLUS — 直接比較
売上が大きい
IBP
1.2倍大きい
$614.8M
売上成長率が高い
PLUS
+20.7%の差
-0.4%
純利益率が高い
IBP
純利益率が4.5%高い
5.7%
2年売上CAGRが高い
IBP
2年複合成長率
2.3%
損益計算書 — Q4 FY2025 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $614.8M |
| 純利益 | $76.6M | $35.1M |
| 粗利率 | 35.0% | 25.8% |
| 営業利益率 | 14.6% | 7.1% |
| 純利益率 | 10.2% | 5.7% |
| 売上前年比 | -0.4% | 20.3% |
| 純利益前年比 | 14.5% | 45.2% |
| EPS（希薄化後） | $2.81 | $1.33 |
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
売上IBPPLUS
| Q4 25 | $747.5M | $614.8M | ||
| Q3 25 | $778.2M | $608.8M | ||
| Q2 25 | $760.3M | $637.3M | ||
| Q1 25 | $684.8M | — | ||
| Q4 24 | $750.2M | $493.2M | ||
| Q3 24 | $760.6M | $493.4M | ||
| Q2 24 | $737.6M | $535.7M | ||
| Q1 24 | $692.9M | — |
純利益IBPPLUS
| Q4 25 | $76.6M | $35.1M | ||
| Q3 25 | $74.4M | $34.9M | ||
| Q2 25 | $69.0M | $37.7M | ||
| Q1 25 | $45.4M | — | ||
| Q4 24 | $66.9M | $24.1M | ||
| Q3 24 | $68.6M | $31.3M | ||
| Q2 24 | $65.2M | $27.3M | ||
| Q1 24 | $55.9M | — |
粗利率IBPPLUS
| Q4 25 | 35.0% | 25.8% | ||
| Q3 25 | 34.0% | 26.6% | ||
| Q2 25 | 34.2% | 23.3% | ||
| Q1 25 | 32.7% | — | ||
| Q4 24 | 33.6% | 25.4% | ||
| Q3 24 | 33.8% | 25.8% | ||
| Q2 24 | 34.1% | 23.7% | ||
| Q1 24 | 33.8% | — |
営業利益率IBPPLUS
| Q4 25 | 14.6% | 7.1% | ||
| Q3 25 | 13.7% | 8.0% | ||
| Q2 25 | 13.3% | 5.7% | ||
| Q1 25 | 10.2% | — | ||
| Q4 24 | 13.1% | 3.3% | ||
| Q3 24 | 13.3% | 5.5% | ||
| Q2 24 | 12.9% | 5.9% | ||
| Q1 24 | 12.7% | — |
純利益率IBPPLUS
| Q4 25 | 10.2% | 5.7% | ||
| Q3 25 | 9.6% | 5.7% | ||
| Q2 25 | 9.1% | 5.9% | ||
| Q1 25 | 6.6% | — | ||
| Q4 24 | 8.9% | 4.9% | ||
| Q3 24 | 9.0% | 6.3% | ||
| Q2 24 | 8.8% | 5.1% | ||
| Q1 24 | 8.1% | — |
EPS（希薄化後）IBPPLUS
| Q4 25 | $2.81 | $1.33 | ||
| Q3 25 | $2.74 | $1.32 | ||
| Q2 25 | $2.52 | $1.43 | ||
| Q1 25 | $1.64 | — | ||
| Q4 24 | $2.39 | $0.91 | ||
| Q3 24 | $2.44 | $1.17 | ||
| Q2 24 | $2.30 | $1.02 | ||
| Q1 24 | $1.97 | — |
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 | $326.3M |
| 総負債低いほど良い | $886.6M | — |
| 株主資本純資産 | $709.9M | $1.1B |
| 総資産 | $2.1B | $1.8B |
| 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
現金・短期投資IBPPLUS
| Q4 25 | $321.9M | $326.3M | ||
| Q3 25 | $333.3M | $402.2M | ||
| Q2 25 | $305.2M | $480.2M | ||
| Q1 25 | $298.7M | — | ||
| Q4 24 | $327.6M | $253.1M | ||
| Q3 24 | $406.2M | $187.5M | ||
| Q2 24 | $380.3M | $349.9M | ||
| Q1 24 | $399.9M | — |
総負債IBPPLUS
| 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 | — |
株主資本IBPPLUS
| Q4 25 | $709.9M | $1.1B | ||
| Q3 25 | $678.6M | $1.0B | ||
| Q2 25 | $664.5M | $1.0B | ||
| Q1 25 | $660.9M | — | ||
| Q4 24 | $705.3M | $962.3M | ||
| Q3 24 | $716.4M | $947.0M | ||
| Q2 24 | $685.3M | $921.9M | ||
| Q1 24 | $679.2M | — |
総資産IBPPLUS
| Q4 25 | $2.1B | $1.8B | ||
| Q3 25 | $2.1B | $1.8B | ||
| Q2 25 | $2.0B | $1.8B | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.1B | $1.8B | ||
| Q3 24 | $2.1B | $1.7B | ||
| Q2 24 | $2.0B | $1.7B | ||
| Q1 24 | $2.0B | — |
負債/資本比率IBPPLUS
| 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 | $-87.4M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | — |
| FCFマージンFCF / 売上 | 6.6% | — |
| 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× | -2.49× |
| 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
営業キャッシュフローIBPPLUS
| Q4 25 | $64.9M | $-87.4M | ||
| Q3 25 | $124.0M | $-34.8M | ||
| Q2 25 | $90.4M | $-99.0M | ||
| Q1 25 | $92.1M | — | ||
| Q4 24 | $74.8M | $65.7M | ||
| Q3 24 | $101.4M | $-21.6M | ||
| Q2 24 | $79.0M | $97.1M | ||
| Q1 24 | $84.8M | — |
フリーキャッシュフローIBPPLUS
| Q4 25 | $49.3M | — | ||
| Q3 25 | $104.8M | — | ||
| Q2 25 | $74.8M | — | ||
| Q1 25 | $71.9M | — | ||
| Q4 24 | $52.9M | — | ||
| Q3 24 | $77.3M | — | ||
| Q2 24 | $58.2M | — | ||
| Q1 24 | $63.0M | — |
FCFマージンIBPPLUS
| Q4 25 | 6.6% | — | ||
| Q3 25 | 13.5% | — | ||
| Q2 25 | 9.8% | — | ||
| Q1 25 | 10.5% | — | ||
| Q4 24 | 7.1% | — | ||
| Q3 24 | 10.2% | — | ||
| Q2 24 | 7.9% | — | ||
| Q1 24 | 9.1% | — |
設備投資強度IBPPLUS
| Q4 25 | 2.1% | — | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | 2.9% | — | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 2.8% | — | ||
| Q1 24 | 3.1% | — |
キャッシュ転換率IBPPLUS
| Q4 25 | 0.85× | -2.49× | ||
| Q3 25 | 1.67× | -1.00× | ||
| Q2 25 | 1.31× | -2.63× | ||
| Q1 25 | 2.03× | — | ||
| Q4 24 | 1.12× | 2.72× | ||
| Q3 24 | 1.48× | -0.69× | ||
| Q2 24 | 1.21× | 3.55× | ||
| Q1 24 | 1.52× | — |
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% |
PLUS
| All Others Customer End Market | $107.0M | 17% |
| Technology Customer End Market | $89.4M | 15% |
| Health Care Customer End Market | $81.5M | 13% |
| Financial Services Customer End Market | $66.1M | 11% |
| Professional Services Reporting Unit | $64.1M | 10% |
| Security | $61.1M | 10% |
| State And Local Government And Educational Institutions | $59.9M | 10% |
| Managed Services Reporting Unit | $48.8M | 8% |
| Other Product | $21.1M | 3% |
| Collaboration | $13.4M | 2% |
