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Installed Building Products, Inc.（IBP）とRPC INC（RES）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 $425.8M、RPC INCの約1.8倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs -0.7%、差は11.0%）。RPC INCの前年同期比売上増加率が高い（27.0% 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 $31.2M）。過去8四半期でRPC INCの売上複合成長率が高い（6.2% 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。
RPCグループは英国に本社を置く企業で、かつてヨーロッパ最大級のプラスチック包装供給業者の1つであり、本社はノーサンプトンシャー州ラッシュデンに所在します。同社はロンドン証券取引所に上場していましたが、2019年にベリー・グローバル・グループに買収され、さらにベリー・グローバル・グループは2025年にアムコアに買収されました。
IBP vs RES — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $425.8M |
| 純利益 | $76.6M | $-3.1M |
| 粗利率 | 35.0% | 21.0% |
| 営業利益率 | 14.6% | -0.9% |
| 純利益率 | 10.2% | -0.7% |
| 売上前年比 | -0.4% | 27.0% |
| 純利益前年比 | 14.5% | -124.0% |
| EPS（希薄化後） | $2.81 | $-0.02 |
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 | $425.8M | ||
| Q3 25 | $778.2M | $447.1M | ||
| Q2 25 | $760.3M | $420.8M | ||
| Q1 25 | $684.8M | $332.9M | ||
| Q4 24 | $750.2M | $335.4M | ||
| Q3 24 | $760.6M | $337.7M | ||
| Q2 24 | $737.6M | $364.2M | ||
| Q1 24 | $692.9M | $377.8M |
| Q4 25 | $76.6M | $-3.1M | ||
| Q3 25 | $74.4M | $13.0M | ||
| Q2 25 | $69.0M | $10.1M | ||
| Q1 25 | $45.4M | $12.0M | ||
| Q4 24 | $66.9M | $12.8M | ||
| Q3 24 | $68.6M | $18.8M | ||
| Q2 24 | $65.2M | $32.4M | ||
| Q1 24 | $55.9M | $27.5M |
| Q4 25 | 35.0% | 21.0% | ||
| Q3 25 | 34.0% | 25.1% | ||
| Q2 25 | 34.2% | 24.5% | ||
| Q1 25 | 32.7% | 26.7% | ||
| Q4 24 | 33.6% | 25.4% | ||
| Q3 24 | 33.8% | 26.7% | ||
| Q2 24 | 34.1% | 28.0% | ||
| Q1 24 | 33.8% | 26.8% |
| Q4 25 | 14.6% | -0.9% | ||
| Q3 25 | 13.7% | 4.7% | ||
| Q2 25 | 13.3% | 3.7% | ||
| Q1 25 | 10.2% | 3.7% | ||
| Q4 24 | 13.1% | 3.1% | ||
| Q3 24 | 13.3% | 5.7% | ||
| Q2 24 | 12.9% | 9.7% | ||
| Q1 24 | 12.7% | 8.6% |
| Q4 25 | 10.2% | -0.7% | ||
| Q3 25 | 9.6% | 2.9% | ||
| Q2 25 | 9.1% | 2.4% | ||
| Q1 25 | 6.6% | 3.6% | ||
| Q4 24 | 8.9% | 3.8% | ||
| Q3 24 | 9.0% | 5.6% | ||
| Q2 24 | 8.8% | 8.9% | ||
| Q1 24 | 8.1% | 7.3% |
| Q4 25 | $2.81 | $-0.02 | ||
| Q3 25 | $2.74 | $0.06 | ||
| Q2 25 | $2.52 | $0.05 | ||
| Q1 25 | $1.64 | $0.06 | ||
| Q4 24 | $2.39 | $0.06 | ||
| Q3 24 | $2.44 | $0.09 | ||
| Q2 24 | $2.30 | $0.15 | ||
| Q1 24 | $1.97 | $0.13 |
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 | $210.0M |
| 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 | $1.5B |
| 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 | $210.0M | ||
| Q3 25 | $333.3M | $163.5M | ||
| Q2 25 | $305.2M | $162.1M | ||
| Q1 25 | $298.7M | $326.7M | ||
| Q4 24 | $327.6M | $326.0M | ||
| Q3 24 | $406.2M | $276.9M | ||
| Q2 24 | $380.3M | $261.5M | ||
| Q1 24 | $399.9M | $212.2M |
| 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 | $1.1B | ||
| Q3 25 | $678.6M | $1.1B | ||
| Q2 25 | $664.5M | $1.1B | ||
| Q1 25 | $660.9M | $1.1B | ||
| Q4 24 | $705.3M | $1.1B | ||
| Q3 24 | $716.4M | $1.1B | ||
| Q2 24 | $685.3M | $1.1B | ||
| Q1 24 | $679.2M | $1.0B |
| Q4 25 | $2.1B | $1.5B | ||
| Q3 25 | $2.1B | $1.5B | ||
| Q2 25 | $2.0B | $1.5B | ||
| Q1 25 | $2.0B | $1.3B | ||
| Q4 24 | $2.1B | $1.4B | ||
| Q3 24 | $2.1B | $1.3B | ||
| Q2 24 | $2.0B | $1.3B | ||
| Q1 24 | $2.0B | $1.3B |
| 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 | $61.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $31.2M |
| FCFマージンFCF / 売上 | 6.6% | 7.3% |
| 設備投資強度設備投資 / 売上 | 2.1% | 7.2% |
| 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 | $52.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $64.9M | $61.9M | ||
| Q3 25 | $124.0M | $46.5M | ||
| Q2 25 | $90.4M | $53.1M | ||
| Q1 25 | $92.1M | $39.9M | ||
| Q4 24 | $74.8M | $94.2M | ||
| Q3 24 | $101.4M | $70.7M | ||
| Q2 24 | $79.0M | $127.9M | ||
| Q1 24 | $84.8M | $56.6M |
| Q4 25 | $49.3M | $31.2M | ||
| Q3 25 | $104.8M | $4.1M | ||
| Q2 25 | $74.8M | $10.0M | ||
| Q1 25 | $71.9M | $7.6M | ||
| Q4 24 | $52.9M | $53.7M | ||
| Q3 24 | $77.3M | $19.1M | ||
| Q2 24 | $58.2M | $52.9M | ||
| Q1 24 | $63.0M | $3.8M |
| Q4 25 | 6.6% | 7.3% | ||
| Q3 25 | 13.5% | 0.9% | ||
| Q2 25 | 9.8% | 2.4% | ||
| Q1 25 | 10.5% | 2.3% | ||
| Q4 24 | 7.1% | 16.0% | ||
| Q3 24 | 10.2% | 5.6% | ||
| Q2 24 | 7.9% | 14.5% | ||
| Q1 24 | 9.1% | 1.0% |
| Q4 25 | 2.1% | 7.2% | ||
| Q3 25 | 2.5% | 9.5% | ||
| Q2 25 | 2.1% | 10.2% | ||
| Q1 25 | 2.9% | 9.7% | ||
| Q4 24 | 2.9% | 12.1% | ||
| Q3 24 | 3.2% | 15.3% | ||
| Q2 24 | 2.8% | 20.6% | ||
| Q1 24 | 3.1% | 14.0% |
| Q4 25 | 0.85× | — | ||
| Q3 25 | 1.67× | 3.59× | ||
| Q2 25 | 1.31× | 5.23× | ||
| Q1 25 | 2.03× | 3.31× | ||
| Q4 24 | 1.12× | 7.38× | ||
| Q3 24 | 1.48× | 3.76× | ||
| Q2 24 | 1.21× | 3.95× | ||
| Q1 24 | 1.52× | 2.06× |
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% |
RES
| Technical Service | $405.2M | 95% |
| Other | $8.8M | 2% |
| Nitrogen | $6.6M | 2% |
