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Installed Building Products, Inc.（IBP）とPermian Resources Corp（PR）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
Permian Resources Corpの直近四半期売上が大きい（$1.2B vs $747.5M、Installed Building Products, Inc.の約1.6倍）。Permian Resources Corpの純利益率が高く（29.0% vs 10.2%、差は18.8%）。Installed Building Products, Inc.の前年同期比売上増加率が高い（-0.4% vs -9.8%）。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。
パイオニア・ナチュラル・リソーシズは米国テキサス州アービングに本社を置き、炭化水素探査を主力事業としていた。ペルミアン盆地スプラベリートレンドのクラインシェールで事業を展開し、同地域最大の土地保有者であり、2024年5月にエクソンモービルに買収された。
IBP vs PR — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $1.2B |
| 純利益 | $76.6M | $339.5M |
| 粗利率 | 35.0% | — |
| 営業利益率 | 14.6% | 23.1% |
| 純利益率 | 10.2% | 29.0% |
| 売上前年比 | -0.4% | -9.8% |
| 純利益前年比 | 14.5% | 56.7% |
| EPS（希薄化後） | $2.81 | $0.48 |
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 | $1.2B | ||
| Q3 25 | $778.2M | $1.3B | ||
| Q2 25 | $760.3M | $1.2B | ||
| Q1 25 | $684.8M | $1.4B | ||
| Q4 24 | $750.2M | $1.3B | ||
| Q3 24 | $760.6M | $1.2B | ||
| Q2 24 | $737.6M | $1.2B | ||
| Q1 24 | $692.9M | $1.2B |
| Q4 25 | $76.6M | $339.5M | ||
| Q3 25 | $74.4M | $59.2M | ||
| Q2 25 | $69.0M | $207.1M | ||
| Q1 25 | $45.4M | $329.3M | ||
| Q4 24 | $66.9M | $216.7M | ||
| Q3 24 | $68.6M | $386.4M | ||
| Q2 24 | $65.2M | $235.1M | ||
| Q1 24 | $55.9M | $146.6M |
| Q4 25 | 35.0% | — | ||
| Q3 25 | 34.0% | — | ||
| Q2 25 | 34.2% | — | ||
| Q1 25 | 32.7% | — | ||
| Q4 24 | 33.6% | — | ||
| Q3 24 | 33.8% | — | ||
| Q2 24 | 34.1% | — | ||
| Q1 24 | 33.8% | — |
| Q4 25 | 14.6% | 23.1% | ||
| Q3 25 | 13.7% | 29.6% | ||
| Q2 25 | 13.3% | 24.8% | ||
| Q1 25 | 10.2% | 36.6% | ||
| Q4 24 | 13.1% | 32.8% | ||
| Q3 24 | 13.3% | 32.5% | ||
| Q2 24 | 12.9% | 36.5% | ||
| Q1 24 | 12.7% | 37.7% |
| Q4 25 | 10.2% | 29.0% | ||
| Q3 25 | 9.6% | 4.5% | ||
| Q2 25 | 9.1% | 17.3% | ||
| Q1 25 | 6.6% | 23.9% | ||
| Q4 24 | 8.9% | 16.7% | ||
| Q3 24 | 9.0% | 31.8% | ||
| Q2 24 | 8.8% | 18.9% | ||
| Q1 24 | 8.1% | 11.8% |
| Q4 25 | $2.81 | $0.48 | ||
| Q3 25 | $2.74 | $0.08 | ||
| Q2 25 | $2.52 | $0.28 | ||
| Q1 25 | $1.64 | $0.44 | ||
| Q4 24 | $2.39 | $0.31 | ||
| Q3 24 | $2.44 | $0.53 | ||
| Q2 24 | $2.30 | $0.36 | ||
| Q1 24 | $1.97 | $0.25 |
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 | $153.7M |
| 総負債低いほど良い | $886.6M | $3.5B |
| 株主資本純資産 | $709.9M | $10.3B |
| 総資産 | $2.1B | $17.9B |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | 0.34× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $321.9M | $153.7M | ||
| Q3 25 | $333.3M | $111.8M | ||
| Q2 25 | $305.2M | $451.0M | ||
| Q1 25 | $298.7M | $702.2M | ||
| Q4 24 | $327.6M | $479.3M | ||
| Q3 24 | $406.2M | $272.0M | ||
| Q2 24 | $380.3M | $47.8M | ||
| Q1 24 | $399.9M | $12.7M |
| Q4 25 | $886.6M | $3.5B | ||
| Q3 25 | $880.8M | $3.5B | ||
| Q2 25 | $876.1M | $4.0B | ||
| Q1 25 | $872.4M | $4.0B | ||
| Q4 24 | $874.8M | $4.2B | ||
| Q3 24 | $872.3M | $4.2B | ||
| Q2 24 | $875.8M | $3.9B | ||
| Q1 24 | $875.0M | $3.9B |
| Q4 25 | $709.9M | $10.3B | ||
| Q3 25 | $678.6M | $10.0B | ||
| Q2 25 | $664.5M | $9.5B | ||
| Q1 25 | $660.9M | $9.4B | ||
| Q4 24 | $705.3M | $9.1B | ||
| Q3 24 | $716.4M | $9.0B | ||
| Q2 24 | $685.3M | $8.3B | ||
| Q1 24 | $679.2M | $7.0B |
| Q4 25 | $2.1B | $17.9B | ||
| Q3 25 | $2.1B | $17.3B | ||
| Q2 25 | $2.0B | $17.5B | ||
| Q1 25 | $2.0B | $17.1B | ||
| Q4 24 | $2.1B | $16.9B | ||
| Q3 24 | $2.1B | $16.6B | ||
| Q2 24 | $2.0B | $15.4B | ||
| Q1 24 | $2.0B | $15.1B |
| Q4 25 | 1.25× | 0.34× | ||
| Q3 25 | 1.30× | 0.35× | ||
| Q2 25 | 1.32× | 0.42× | ||
| Q1 25 | 1.32× | 0.43× | ||
| Q4 24 | 1.24× | 0.46× | ||
| Q3 24 | 1.22× | 0.47× | ||
| Q2 24 | 1.28× | 0.46× | ||
| Q1 24 | 1.29× | 0.56× |
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 | $904.3M |
| 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× | 2.66× |
| 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 | $904.3M | ||
| Q3 25 | $124.0M | $766.5M | ||
| Q2 25 | $90.4M | $1.0B | ||
| Q1 25 | $92.1M | $898.0M | ||
| Q4 24 | $74.8M | $871.6M | ||
| Q3 24 | $101.4M | $954.4M | ||
| Q2 24 | $79.0M | $938.4M | ||
| Q1 24 | $84.8M | $647.6M |
| 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 | — |
| 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% | — |
| 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% | — |
| Q4 25 | 0.85× | 2.66× | ||
| Q3 25 | 1.67× | 12.94× | ||
| Q2 25 | 1.31× | 5.01× | ||
| Q1 25 | 2.03× | 2.73× | ||
| Q4 24 | 1.12× | 4.02× | ||
| Q3 24 | 1.48× | 2.47× | ||
| Q2 24 | 1.21× | 3.99× | ||
| Q1 24 | 1.52× | 4.42× |
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% |
PR
| Crude Oil | $1.0B | 87% |
| Natural Gas Liquids Reserves | $145.1M | 12% |
