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Installed Building Products, Inc.（IBP）とRH（RH）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
RHの直近四半期売上が大きい（$883.8M vs $747.5M、Installed Building Products, Inc.の約1.2倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs 4.1%、差は6.1%）。RHの前年同期比売上増加率が高い（8.9% vs -0.4%）。RHの直近四半期フリーキャッシュフローが多い（$83.0M vs $49.3M）。過去8四半期でRHの売上複合成長率が高い（9.4% 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。
RHは米国発の高級ホームファニシングブランドで、本社はカリフォルニア州コルテマデラにあります。小売店舗、商品カタログ、オンラインサイトを通じて商品を販売し、2018年8月時点で米国とカナダに計70のギャラリー、18のフルラインデザインギャラリー、3のベビー&チャイルド向けギャラリーに加え、36のアウトレット店舗を展開しています。
IBP vs RH — 直接比較
損益計算書 — Q4 FY2025 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $883.8M |
| 純利益 | $76.6M | $36.3M |
| 粗利率 | 35.0% | 44.1% |
| 営業利益率 | 14.6% | 12.0% |
| 純利益率 | 10.2% | 4.1% |
| 売上前年比 | -0.4% | 8.9% |
| 純利益前年比 | 14.5% | 9.3% |
| EPS（希薄化後） | $2.81 | $1.83 |
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 | $883.8M | ||
| Q3 25 | $778.2M | $899.2M | ||
| Q2 25 | $760.3M | $814.0M | ||
| Q1 25 | $684.8M | $812.4M | ||
| Q4 24 | $750.2M | $811.7M | ||
| Q3 24 | $760.6M | $829.7M | ||
| Q2 24 | $737.6M | $727.0M | ||
| Q1 24 | $692.9M | $738.3M |
| Q4 25 | $76.6M | $36.3M | ||
| Q3 25 | $74.4M | $51.7M | ||
| Q2 25 | $69.0M | $8.0M | ||
| Q1 25 | $45.4M | $13.9M | ||
| Q4 24 | $66.9M | $33.2M | ||
| Q3 24 | $68.6M | $29.0M | ||
| Q2 24 | $65.2M | $-3.6M | ||
| Q1 24 | $55.9M | $11.4M |
| Q4 25 | 35.0% | 44.1% | ||
| Q3 25 | 34.0% | 45.5% | ||
| Q2 25 | 34.2% | 43.7% | ||
| Q1 25 | 32.7% | 44.7% | ||
| Q4 24 | 33.6% | 44.5% | ||
| Q3 24 | 33.8% | 45.2% | ||
| Q2 24 | 34.1% | 43.5% | ||
| Q1 24 | 33.8% | 43.5% |
| Q4 25 | 14.6% | 12.0% | ||
| Q3 25 | 13.7% | 14.3% | ||
| Q2 25 | 13.3% | 6.9% | ||
| Q1 25 | 10.2% | 8.7% | ||
| Q4 24 | 13.1% | 12.5% | ||
| Q3 24 | 13.3% | 11.6% | ||
| Q2 24 | 12.9% | 7.5% | ||
| Q1 24 | 12.7% | 8.7% |
| Q4 25 | 10.2% | 4.1% | ||
| Q3 25 | 9.6% | 5.8% | ||
| Q2 25 | 9.1% | 1.0% | ||
| Q1 25 | 6.6% | 1.7% | ||
| Q4 24 | 8.9% | 4.1% | ||
| Q3 24 | 9.0% | 3.5% | ||
| Q2 24 | 8.8% | -0.5% | ||
| Q1 24 | 8.1% | 1.5% |
| Q4 25 | $2.81 | $1.83 | ||
| Q3 25 | $2.74 | $2.62 | ||
| Q2 25 | $2.52 | $0.40 | ||
| Q1 25 | $1.64 | $0.71 | ||
| Q4 24 | $2.39 | $1.66 | ||
| Q3 24 | $2.44 | $1.45 | ||
| Q2 24 | $2.30 | $-0.20 | ||
| Q1 24 | $1.97 | $0.91 |
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 | $43.1M |
| 総負債低いほど良い | $886.6M | — |
| 株主資本純資産 | $709.9M | $3.3M |
| 総資産 | $2.1B | $4.8B |
| 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
| Q4 25 | $321.9M | $43.1M | ||
| Q3 25 | $333.3M | $34.6M | ||
| Q2 25 | $305.2M | $46.1M | ||
| Q1 25 | $298.7M | $30.4M | ||
| Q4 24 | $327.6M | $87.0M | ||
| Q3 24 | $406.2M | $78.3M | ||
| Q2 24 | $380.3M | $101.8M | ||
| Q1 24 | $399.9M | $123.7M |
| 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 | $3.3M | ||
| Q3 25 | $678.6M | $-40.9M | ||
| Q2 25 | $664.5M | $-110.8M | ||
| Q1 25 | $660.9M | $-163.6M | ||
| Q4 24 | $705.3M | $-183.0M | ||
| Q3 24 | $716.4M | $-234.7M | ||
| Q2 24 | $685.3M | $-289.9M | ||
| Q1 24 | $679.2M | $-297.4M |
| Q4 25 | $2.1B | $4.8B | ||
| Q3 25 | $2.1B | $4.7B | ||
| Q2 25 | $2.0B | $4.7B | ||
| Q1 25 | $2.0B | $4.6B | ||
| Q4 24 | $2.1B | $4.5B | ||
| Q3 24 | $2.1B | $4.4B | ||
| Q2 24 | $2.0B | $4.2B | ||
| Q1 24 | $2.0B | $4.1B |
| 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 | $131.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $83.0M |
| FCFマージンFCF / 売上 | 6.6% | 9.4% |
| 設備投資強度設備投資 / 売上 | 2.1% | 5.5% |
| キャッシュ転換率営業CF / 純利益 | 0.85× | 3.64× |
| 直近12ヶ月FCF直近4四半期 | $300.8M | $128.1M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $64.9M | $131.9M | ||
| Q3 25 | $124.0M | $137.7M | ||
| Q2 25 | $90.4M | $86.6M | ||
| Q1 25 | $92.1M | $-18.8M | ||
| Q4 24 | $74.8M | $-31.4M | ||
| Q3 24 | $101.4M | $11.2M | ||
| Q2 24 | $79.0M | $56.1M | ||
| Q1 24 | $84.8M | $-114.0M |
| Q4 25 | $49.3M | $83.0M | ||
| Q3 25 | $104.8M | $80.7M | ||
| Q2 25 | $74.8M | $34.1M | ||
| Q1 25 | $71.9M | $-69.7M | ||
| Q4 24 | $52.9M | $-96.0M | ||
| Q3 24 | $77.3M | $-37.9M | ||
| Q2 24 | $58.2M | $-10.1M | ||
| Q1 24 | $63.0M | $-251.5M |
| Q4 25 | 6.6% | 9.4% | ||
| Q3 25 | 13.5% | 9.0% | ||
| Q2 25 | 9.8% | 4.2% | ||
| Q1 25 | 10.5% | -8.6% | ||
| Q4 24 | 7.1% | -11.8% | ||
| Q3 24 | 10.2% | -4.6% | ||
| Q2 24 | 7.9% | -1.4% | ||
| Q1 24 | 9.1% | -34.1% |
| Q4 25 | 2.1% | 5.5% | ||
| Q3 25 | 2.5% | 6.3% | ||
| Q2 25 | 2.1% | 6.5% | ||
| Q1 25 | 2.9% | 6.3% | ||
| Q4 24 | 2.9% | 8.0% | ||
| Q3 24 | 3.2% | 5.9% | ||
| Q2 24 | 2.8% | 9.1% | ||
| Q1 24 | 3.1% | 18.6% |
| Q4 25 | 0.85× | 3.64× | ||
| Q3 25 | 1.67× | 2.66× | ||
| Q2 25 | 1.31× | 10.78× | ||
| Q1 25 | 2.03× | -1.35× | ||
| Q4 24 | 1.12× | -0.95× | ||
| Q3 24 | 1.48× | 0.39× | ||
| Q2 24 | 1.21× | — | ||
| Q1 24 | 1.52× | -10.01× |
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% |
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |
