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Installed Building Products, Inc.（IBP）とロク（ROKU）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
ロクの直近四半期売上が大きい（$1.2B vs $747.5M、Installed Building Products, Inc.の約1.7倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs -2.2%、差は12.4%）。Installed Building Products, Inc.の前年同期比売上増加率が高い（-0.4% vs -18.3%）。ロクの直近四半期フリーキャッシュフローが多い（$298.4M vs $49.3M）。過去8四半期でロクの売上複合成長率が高い（13.6% 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。
ロクは2002年にアンソニー・ウッドが創設した米国のストリーミング技術企業です。デジタルメディアプレーヤーやテレビの製造、ストリーミングサービスの配信、プラットフォーム広告事業を手がけ、2024年時点で1億4500万人のユーザーに到達する米国市場のリーダーであり、豪州、カナダ、欧州、中南米でも事業を展開しています。
IBP vs ROKU — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $1.2B |
| 純利益 | $76.6M | $-27.4M |
| 粗利率 | 35.0% | 35.6% |
| 営業利益率 | 14.6% | 59.7% |
| 純利益率 | 10.2% | -2.2% |
| 売上前年比 | -0.4% | -18.3% |
| 純利益前年比 | 14.5% | -361.0% |
| EPS（希薄化後） | $2.81 | $0.57 |
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 | — | $1.2B | ||
| Q4 25 | $747.5M | $1.4B | ||
| Q3 25 | $778.2M | $1.2B | ||
| Q2 25 | $760.3M | $1.1B | ||
| Q1 25 | $684.8M | $1.0B | ||
| Q4 24 | $750.2M | $1.2B | ||
| Q3 24 | $760.6M | $1.1B | ||
| Q2 24 | $737.6M | $968.2M |
| Q1 26 | — | $-27.4M | ||
| Q4 25 | $76.6M | $80.5M | ||
| Q3 25 | $74.4M | $24.8M | ||
| Q2 25 | $69.0M | $10.5M | ||
| Q1 25 | $45.4M | $-27.4M | ||
| Q4 24 | $66.9M | $-35.5M | ||
| Q3 24 | $68.6M | $-9.0M | ||
| Q2 24 | $65.2M | $-34.0M |
| Q1 26 | — | 35.6% | ||
| Q4 25 | 35.0% | 43.5% | ||
| Q3 25 | 34.0% | 43.4% | ||
| Q2 25 | 34.2% | 44.8% | ||
| Q1 25 | 32.7% | 43.6% | ||
| Q4 24 | 33.6% | 42.7% | ||
| Q3 24 | 33.8% | 45.2% | ||
| Q2 24 | 34.1% | 43.9% |
| Q1 26 | — | 59.7% | ||
| Q4 25 | 14.6% | 4.7% | ||
| Q3 25 | 13.7% | 0.8% | ||
| Q2 25 | 13.3% | -2.1% | ||
| Q1 25 | 10.2% | -5.7% | ||
| Q4 24 | 13.1% | -3.3% | ||
| Q3 24 | 13.3% | -3.4% | ||
| Q2 24 | 12.9% | -7.4% |
| Q1 26 | — | -2.2% | ||
| Q4 25 | 10.2% | 5.8% | ||
| Q3 25 | 9.6% | 2.0% | ||
| Q2 25 | 9.1% | 0.9% | ||
| Q1 25 | 6.6% | -2.7% | ||
| Q4 24 | 8.9% | -3.0% | ||
| Q3 24 | 9.0% | -0.9% | ||
| Q2 24 | 8.8% | -3.5% |
| Q1 26 | — | $0.57 | ||
| Q4 25 | $2.81 | $0.55 | ||
| Q3 25 | $2.74 | $0.16 | ||
| Q2 25 | $2.52 | $0.07 | ||
| Q1 25 | $1.64 | $-0.19 | ||
| Q4 24 | $2.39 | $-0.24 | ||
| Q3 24 | $2.44 | $-0.06 | ||
| Q2 24 | $2.30 | $-0.24 |
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 | $2.4B |
| 総負債低いほど良い | $886.6M | — |
| 株主資本純資産 | $709.9M | $2.7B |
| 総資産 | $2.1B | $4.4B |
| 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 | — | $2.4B | ||
| Q4 25 | $321.9M | $2.3B | ||
| Q3 25 | $333.3M | $2.3B | ||
| Q2 25 | $305.2M | $2.3B | ||
| Q1 25 | $298.7M | $2.3B | ||
| Q4 24 | $327.6M | $2.2B | ||
| Q3 24 | $406.2M | $2.1B | ||
| Q2 24 | $380.3M | $2.1B |
| Q1 26 | — | — | ||
| 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 26 | — | $2.7B | ||
| Q4 25 | $709.9M | $2.7B | ||
| Q3 25 | $678.6M | $2.6B | ||
| Q2 25 | $664.5M | $2.6B | ||
| Q1 25 | $660.9M | $2.5B | ||
| Q4 24 | $705.3M | $2.5B | ||
| Q3 24 | $716.4M | $2.5B | ||
| Q2 24 | $685.3M | $2.4B |
| Q1 26 | — | $4.4B | ||
| Q4 25 | $2.1B | $4.4B | ||
| Q3 25 | $2.1B | $4.4B | ||
| Q2 25 | $2.0B | $4.3B | ||
| Q1 25 | $2.0B | $4.2B | ||
| Q4 24 | $2.1B | $4.3B | ||
| Q3 24 | $2.1B | $4.3B | ||
| Q2 24 | $2.0B | $4.1B |
| Q1 26 | — | — | ||
| 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× | — |
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 | $199.1M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $298.4M |
| FCFマージンFCF / 売上 | 6.6% | 23.9% |
| 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 | $640.0M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $199.1M | ||
| Q4 25 | $64.9M | $107.7M | ||
| Q3 25 | $124.0M | $127.6M | ||
| Q2 25 | $90.4M | $109.7M | ||
| Q1 25 | $92.1M | $138.7M | ||
| Q4 24 | $74.8M | $79.3M | ||
| Q3 24 | $101.4M | $68.7M | ||
| Q2 24 | $79.0M | $23.4M |
| Q1 26 | — | $298.4M | ||
| Q4 25 | $49.3M | $106.6M | ||
| Q3 25 | $104.8M | $126.5M | ||
| Q2 25 | $74.8M | $108.6M | ||
| Q1 25 | $71.9M | $136.8M | ||
| Q4 24 | $52.9M | $76.8M | ||
| Q3 24 | $77.3M | $67.6M | ||
| Q2 24 | $58.2M | $22.5M |
| Q1 26 | — | 23.9% | ||
| Q4 25 | 6.6% | 7.6% | ||
| Q3 25 | 13.5% | 10.4% | ||
| Q2 25 | 9.8% | 9.8% | ||
| Q1 25 | 10.5% | 13.4% | ||
| Q4 24 | 7.1% | 6.4% | ||
| Q3 24 | 10.2% | 6.4% | ||
| Q2 24 | 7.9% | 2.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 0.1% | ||
| Q3 25 | 2.5% | 0.1% | ||
| Q2 25 | 2.1% | 0.1% | ||
| Q1 25 | 2.9% | 0.2% | ||
| Q4 24 | 2.9% | 0.2% | ||
| Q3 24 | 3.2% | 0.1% | ||
| Q2 24 | 2.8% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.85× | 1.34× | ||
| Q3 25 | 1.67× | 5.14× | ||
| Q2 25 | 1.31× | 10.45× | ||
| Q1 25 | 2.03× | — | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.21× | — |
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% |
ROKU
| Advertising | $612.7M | 49% |
| Subscriptions | $518.5M | 42% |
| Devices | $117.6M | 9% |
