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Installed Building Products, Inc.（IBP）とRyman Hospitality Properties, Inc.（RHP）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 $737.8M、Ryman Hospitality Properties, Inc.の約1.0倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs 10.1%、差は0.2%）。Ryman Hospitality Properties, Inc.の前年同期比売上増加率が高い（13.9% vs -0.4%）。Ryman Hospitality Properties, Inc.の直近四半期フリーキャッシュフローが多い（$58.5M vs $49.3M）。過去8四半期でRyman Hospitality Properties, Inc.の売上複合成長率が高い（18.2% 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。
ライマン・ホスピタリティ・プロパティーズは、ホテル・リゾート・エンターテインメント・メディア事業を手がける企業で、テネシー州ナッシュビルに所在する国の歴史的ランドマーク「ライマン・オーディトリアム」に由来して社名が付けられた。1983年のWSM社買収を機に現在の事業基盤を構築、人気音楽公演ブランド「グランド・オール・オプリ」なども保有している。
IBP vs RHP — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $737.8M |
| 純利益 | $76.6M | $74.5M |
| 粗利率 | 35.0% | 41.4% |
| 営業利益率 | 14.6% | 19.4% |
| 純利益率 | 10.2% | 10.1% |
| 売上前年比 | -0.4% | 13.9% |
| 純利益前年比 | 14.5% | 3.0% |
| EPS（希薄化後） | $2.81 | $1.12 |
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 | $737.8M | ||
| Q3 25 | $778.2M | $592.5M | ||
| Q2 25 | $760.3M | $659.5M | ||
| Q1 25 | $684.8M | $587.3M | ||
| Q4 24 | $750.2M | $647.6M | ||
| Q3 24 | $760.6M | $550.0M | ||
| Q2 24 | $737.6M | $613.3M | ||
| Q1 24 | $692.9M | $528.3M |
| Q4 25 | $76.6M | $74.5M | ||
| Q3 25 | $74.4M | $34.9M | ||
| Q2 25 | $69.0M | $71.8M | ||
| Q1 25 | $45.4M | $63.0M | ||
| Q4 24 | $66.9M | $72.3M | ||
| Q3 24 | $68.6M | $59.0M | ||
| Q2 24 | $65.2M | $100.8M | ||
| Q1 24 | $55.9M | $42.8M |
| Q4 25 | 35.0% | 41.4% | ||
| Q3 25 | 34.0% | 40.9% | ||
| Q2 25 | 34.2% | 49.7% | ||
| Q1 25 | 32.7% | 44.4% | ||
| Q4 24 | 33.6% | 40.4% | ||
| Q3 24 | 33.8% | 43.1% | ||
| Q2 24 | 34.1% | 48.4% | ||
| Q1 24 | 33.8% | 41.5% |
| Q4 25 | 14.6% | 19.4% | ||
| Q3 25 | 13.7% | 15.0% | ||
| Q2 25 | 13.3% | 21.1% | ||
| Q1 25 | 10.2% | 19.8% | ||
| Q4 24 | 13.1% | 18.6% | ||
| Q3 24 | 13.3% | 19.3% | ||
| Q2 24 | 12.9% | 27.4% | ||
| Q1 24 | 12.7% | 18.2% |
| Q4 25 | 10.2% | 10.1% | ||
| Q3 25 | 9.6% | 5.9% | ||
| Q2 25 | 9.1% | 10.9% | ||
| Q1 25 | 6.6% | 10.7% | ||
| Q4 24 | 8.9% | 11.2% | ||
| Q3 24 | 9.0% | 10.7% | ||
| Q2 24 | 8.8% | 16.4% | ||
| Q1 24 | 8.1% | 8.1% |
| Q4 25 | $2.81 | $1.12 | ||
| Q3 25 | $2.74 | $0.53 | ||
| Q2 25 | $2.52 | $1.12 | ||
| Q1 25 | $1.64 | $1.00 | ||
| Q4 24 | $2.39 | $1.12 | ||
| Q3 24 | $2.44 | $0.94 | ||
| Q2 24 | $2.30 | $1.65 | ||
| Q1 24 | $1.97 | $0.67 |
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 | $471.4M |
| 総負債低いほど良い | $886.6M | — |
| 株主資本純資産 | $709.9M | $750.2M |
| 総資産 | $2.1B | $6.2B |
| 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 | $471.4M | ||
| Q3 25 | $333.3M | $483.3M | ||
| Q2 25 | $305.2M | $420.6M | ||
| Q1 25 | $298.7M | $413.9M | ||
| Q4 24 | $327.6M | $477.7M | ||
| Q3 24 | $406.2M | $534.9M | ||
| Q2 24 | $380.3M | $498.4M | ||
| Q1 24 | $399.9M | $465.3M |
| 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 | $750.2M | ||
| Q3 25 | $678.6M | $758.5M | ||
| Q2 25 | $664.5M | $800.4M | ||
| Q1 25 | $660.9M | $531.5M | ||
| Q4 24 | $705.3M | $549.0M | ||
| Q3 24 | $716.4M | $551.9M | ||
| Q2 24 | $685.3M | $562.6M | ||
| Q1 24 | $679.2M | $529.9M |
| Q4 25 | $2.1B | $6.2B | ||
| Q3 25 | $2.1B | $6.2B | ||
| Q2 25 | $2.0B | $6.1B | ||
| Q1 25 | $2.0B | $5.2B | ||
| Q4 24 | $2.1B | $5.2B | ||
| Q3 24 | $2.1B | $5.2B | ||
| Q2 24 | $2.0B | $5.1B | ||
| Q1 24 | $2.0B | $5.1B |
| 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 | $164.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $58.5M |
| FCFマージンFCF / 売上 | 6.6% | 7.9% |
| 設備投資強度設備投資 / 売上 | 2.1% | 14.4% |
| キャッシュ転換率営業CF / 純利益 | 0.85× | 2.21× |
| 直近12ヶ月FCF直近4四半期 | $300.8M | $232.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $64.9M | $164.7M | ||
| Q3 25 | $124.0M | $205.2M | ||
| Q2 25 | $90.4M | $122.5M | ||
| Q1 25 | $92.1M | $98.2M | ||
| Q4 24 | $74.8M | $166.6M | ||
| Q3 24 | $101.4M | $218.1M | ||
| Q2 24 | $79.0M | $184.3M | ||
| Q1 24 | $84.8M | $7.5M |
| Q4 25 | $49.3M | $58.5M | ||
| Q3 25 | $104.8M | $135.4M | ||
| Q2 25 | $74.8M | $53.0M | ||
| Q1 25 | $71.9M | $-14.5M | ||
| Q4 24 | $52.9M | $76.0M | ||
| Q3 24 | $77.3M | $85.7M | ||
| Q2 24 | $58.2M | $78.8M | ||
| Q1 24 | $63.0M | $-72.0M |
| Q4 25 | 6.6% | 7.9% | ||
| Q3 25 | 13.5% | 22.9% | ||
| Q2 25 | 9.8% | 8.0% | ||
| Q1 25 | 10.5% | -2.5% | ||
| Q4 24 | 7.1% | 11.7% | ||
| Q3 24 | 10.2% | 15.6% | ||
| Q2 24 | 7.9% | 12.9% | ||
| Q1 24 | 9.1% | -13.6% |
| Q4 25 | 2.1% | 14.4% | ||
| Q3 25 | 2.5% | 11.8% | ||
| Q2 25 | 2.1% | 10.5% | ||
| Q1 25 | 2.9% | 19.2% | ||
| Q4 24 | 2.9% | 14.0% | ||
| Q3 24 | 3.2% | 24.1% | ||
| Q2 24 | 2.8% | 17.2% | ||
| Q1 24 | 3.1% | 15.0% |
| Q4 25 | 0.85× | 2.21× | ||
| Q3 25 | 1.67× | 5.88× | ||
| Q2 25 | 1.31× | 1.71× | ||
| Q1 25 | 2.03× | 1.56× | ||
| Q4 24 | 1.12× | 2.30× | ||
| Q3 24 | 1.48× | 3.70× | ||
| Q2 24 | 1.21× | 1.83× | ||
| Q1 24 | 1.52× | 0.17× |
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% |
RHP
| Hotel Other | $157.7M | 21% |
| Gaylord Opryland | $147.4M | 20% |
| Hotel Transient Rooms | $93.6M | 13% |
| Hotel Food And Beverage Outlets | $92.2M | 12% |
| Gaylord Palms | $88.2M | 12% |
| Jw Marriott Hill Country | $53.7M | 7% |
| Entertainment Admissions And Ticketing | $43.1M | 6% |
| Entertainment Food And Beverage | $38.1M | 5% |
| Entertainment Retail And Other | $28.3M | 4% |
| Ac Hotel | $2.4M | 0% |
