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Installed Building Products, Inc.（IBP）とRithm Capital Corp.（RITM）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
Rithm Capital Corp.の直近四半期売上が大きい（$828.2M vs $747.5M、Installed Building Products, Inc.の約1.1倍）。Rithm Capital Corp.の純利益率が高く（13.2% vs 10.2%、差は3.0%）。Rithm Capital Corp.の前年同期比売上増加率が高い（508.5% 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 -17.9%）
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。
Rithm Capital Corp.はアメリカ合衆国ニューヨークに本社を置く投資運用会社で、不動産投資とオルタナティブ投資を主力事業としています。専門的な投資調査チームと豊富な市場経験を基に、投資家に長期的かつ安定したリターンの提供を目指しています。
IBP vs RITM — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $828.2M |
| 純利益 | $76.6M | $109.5M |
| 粗利率 | 35.0% | — |
| 営業利益率 | 14.6% | 29.9% |
| 純利益率 | 10.2% | 13.2% |
| 売上前年比 | -0.4% | 508.5% |
| 純利益前年比 | 14.5% | 27.7% |
| EPS（希薄化後） | $2.81 | $0.12 |
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
| Q1 26 | — | $828.2M | ||
| Q4 25 | $747.5M | $1.5B | ||
| Q3 25 | $778.2M | $1.1B | ||
| Q2 25 | $760.3M | $1.2B | ||
| Q1 25 | $684.8M | $768.4M | ||
| Q4 24 | $750.2M | $2.1B | ||
| Q3 24 | $760.6M | $619.5M | ||
| Q2 24 | $737.6M | $1.2B |
| Q1 26 | — | $109.5M | ||
| Q4 25 | $76.6M | $85.0M | ||
| Q3 25 | $74.4M | $221.5M | ||
| Q2 25 | $69.0M | $311.7M | ||
| Q1 25 | $45.4M | $78.8M | ||
| Q4 24 | $66.9M | $290.2M | ||
| Q3 24 | $68.6M | $121.7M | ||
| Q2 24 | $65.2M | $235.6M |
| Q1 26 | — | — | ||
| 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 26 | — | 29.9% | ||
| Q4 25 | 14.6% | 13.8% | ||
| Q3 25 | 13.7% | 21.4% | ||
| Q2 25 | 13.3% | 25.2% | ||
| Q1 25 | 10.2% | 7.4% | ||
| Q4 24 | 13.1% | 23.8% | ||
| Q3 24 | 13.3% | 7.3% | ||
| Q2 24 | 12.9% | 23.6% |
| Q1 26 | — | 13.2% | ||
| Q4 25 | 10.2% | 5.7% | ||
| Q3 25 | 9.6% | 20.0% | ||
| Q2 25 | 9.1% | 25.6% | ||
| Q1 25 | 6.6% | 10.3% | ||
| Q4 24 | 8.9% | 14.0% | ||
| Q3 24 | 9.0% | 19.7% | ||
| Q2 24 | 8.8% | 19.2% |
| Q1 26 | — | $0.12 | ||
| Q4 25 | $2.81 | $0.09 | ||
| Q3 25 | $2.74 | $0.35 | ||
| Q2 25 | $2.52 | $0.53 | ||
| Q1 25 | $1.64 | $0.07 | ||
| Q4 24 | $2.39 | $0.50 | ||
| Q3 24 | $2.44 | $0.20 | ||
| Q2 24 | $2.30 | $0.43 |
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 | — |
| 総負債低いほど良い | $886.6M | — |
| 株主資本純資産 | $709.9M | $9.1B |
| 総資産 | $2.1B | $53.4B |
| 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
| Q1 26 | — | — | ||
| Q4 25 | $321.9M | $1.8B | ||
| Q3 25 | $333.3M | $1.6B | ||
| Q2 25 | $305.2M | $1.6B | ||
| Q1 25 | $298.7M | $1.5B | ||
| Q4 24 | $327.6M | $1.5B | ||
| Q3 24 | $406.2M | $1.6B | ||
| Q2 24 | $380.3M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | $886.6M | $35.4B | ||
| Q3 25 | $880.8M | $32.2B | ||
| Q2 25 | $876.1M | $31.2B | ||
| Q1 25 | $872.4M | $32.2B | ||
| Q4 24 | $874.8M | $32.6B | ||
| Q3 24 | $872.3M | $29.6B | ||
| Q2 24 | $875.8M | $30.1B |
| Q1 26 | — | $9.1B | ||
| Q4 25 | $709.9M | $8.4B | ||
| Q3 25 | $678.6M | $8.5B | ||
| Q2 25 | $664.5M | $7.9B | ||
| Q1 25 | $660.9M | $7.8B | ||
| Q4 24 | $705.3M | $7.8B | ||
| Q3 24 | $716.4M | $7.7B | ||
| Q2 24 | $685.3M | $7.3B |
| Q1 26 | — | $53.4B | ||
| Q4 25 | $2.1B | $53.1B | ||
| Q3 25 | $2.1B | $47.2B | ||
| Q2 25 | $2.0B | $44.3B | ||
| Q1 25 | $2.0B | $45.3B | ||
| Q4 24 | $2.1B | $46.0B | ||
| Q3 24 | $2.1B | $42.3B | ||
| Q2 24 | $2.0B | $42.0B |
| Q1 26 | — | — | ||
| Q4 25 | 1.25× | 4.20× | ||
| Q3 25 | 1.30× | 3.79× | ||
| Q2 25 | 1.32× | 3.92× | ||
| Q1 25 | 1.32× | 4.14× | ||
| Q4 24 | 1.24× | 4.18× | ||
| Q3 24 | 1.22× | 3.87× | ||
| Q2 24 | 1.28× | 4.10× |
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 | — |
| 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× | — |
| 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
| Q1 26 | — | — | ||
| Q4 25 | $64.9M | $-114.6M | ||
| Q3 25 | $124.0M | $-2.0B | ||
| Q2 25 | $90.4M | $-557.1M | ||
| Q1 25 | $92.1M | $1.4B | ||
| Q4 24 | $74.8M | $-1.8B | ||
| Q3 24 | $101.4M | $768.1M | ||
| Q2 24 | $79.0M | $-55.7M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 0.85× | -1.35× | ||
| Q3 25 | 1.67× | -9.22× | ||
| Q2 25 | 1.31× | -1.79× | ||
| Q1 25 | 2.03× | 18.03× | ||
| Q4 24 | 1.12× | -6.04× | ||
| Q3 24 | 1.48× | 6.31× | ||
| Q2 24 | 1.21× | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
