vs
Installed Building Products, Inc.（IBP）とRAYONIER ADVANCED MATERIALS INC.（RYAM）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 $417.5M、RAYONIER ADVANCED MATERIALS INC.の約1.8倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs -5.0%、差は15.3%）。Installed Building Products, Inc.の前年同期比売上増加率が高い（-0.4% vs -1.2%）。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 3.8%）
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。
RYAM（旧レイヨニア・アドバンスト・マテリアルズ）はセルロース技術で世界的に知られるアメリカ企業です。高純度特殊セルロースを主力事業とし、生産する天然高分子はフィルター製造、食品、医薬品、各種工業分野に幅広く活用されているほか、製紙・包装産業向けの製品も手がけています。
IBP vs RYAM — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $417.5M |
| 純利益 | $76.6M | $-21.1M |
| 粗利率 | 35.0% | 8.9% |
| 営業利益率 | 14.6% | 2.6% |
| 純利益率 | 10.2% | -5.0% |
| 売上前年比 | -0.4% | -1.2% |
| 純利益前年比 | 14.5% | -31.9% |
| EPS（希薄化後） | $2.81 | $-0.33 |
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 | $417.5M | ||
| Q3 25 | $778.2M | $352.8M | ||
| Q2 25 | $760.3M | $340.0M | ||
| Q1 25 | $684.8M | $356.0M | ||
| Q4 24 | $750.2M | $422.5M | ||
| Q3 24 | $760.6M | $401.1M | ||
| Q2 24 | $737.6M | $419.0M | ||
| Q1 24 | $692.9M | $387.7M |
| Q4 25 | $76.6M | $-21.1M | ||
| Q3 25 | $74.4M | $-4.5M | ||
| Q2 25 | $69.0M | $-363.2M | ||
| Q1 25 | $45.4M | $-32.0M | ||
| Q4 24 | $66.9M | $-16.0M | ||
| Q3 24 | $68.6M | $-32.6M | ||
| Q2 24 | $65.2M | $11.4M | ||
| Q1 24 | $55.9M | $-1.6M |
| Q4 25 | 35.0% | 8.9% | ||
| Q3 25 | 34.0% | 9.7% | ||
| Q2 25 | 34.2% | 7.0% | ||
| Q1 25 | 32.7% | 6.8% | ||
| Q4 24 | 33.6% | 8.7% | ||
| Q3 24 | 33.8% | 10.9% | ||
| Q2 24 | 34.1% | 11.5% | ||
| Q1 24 | 33.8% | 9.5% |
| Q4 25 | 14.6% | 2.6% | ||
| Q3 25 | 13.7% | 2.8% | ||
| Q2 25 | 13.3% | -0.4% | ||
| Q1 25 | 10.2% | -4.2% | ||
| Q4 24 | 13.1% | 2.6% | ||
| Q3 24 | 13.3% | -4.2% | ||
| Q2 24 | 12.9% | 6.7% | ||
| Q1 24 | 12.7% | 4.4% |
| Q4 25 | 10.2% | -5.0% | ||
| Q3 25 | 9.6% | -1.3% | ||
| Q2 25 | 9.1% | -106.8% | ||
| Q1 25 | 6.6% | -9.0% | ||
| Q4 24 | 8.9% | -3.8% | ||
| Q3 24 | 9.0% | -8.1% | ||
| Q2 24 | 8.8% | 2.7% | ||
| Q1 24 | 8.1% | -0.4% |
| Q4 25 | $2.81 | $-0.33 | ||
| Q3 25 | $2.74 | $-0.07 | ||
| Q2 25 | $2.52 | $-5.44 | ||
| Q1 25 | $1.64 | $-0.49 | ||
| Q4 24 | $2.39 | $-0.25 | ||
| Q3 24 | $2.44 | $-0.49 | ||
| Q2 24 | $2.30 | $0.17 | ||
| Q1 24 | $1.97 | $-0.02 |
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 | $75.4M |
| 総負債低いほど良い | $886.6M | $758.1M |
| 株主資本純資産 | $709.9M | $316.6M |
| 総資産 | $2.1B | $1.8B |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | 2.39× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $321.9M | $75.4M | ||
| Q3 25 | $333.3M | $77.0M | ||
| Q2 25 | $305.2M | $70.7M | ||
| Q1 25 | $298.7M | $129.9M | ||
| Q4 24 | $327.6M | $125.2M | ||
| Q3 24 | $406.2M | $136.1M | ||
| Q2 24 | $380.3M | $114.1M | ||
| Q1 24 | $399.9M | $54.6M |
| Q4 25 | $886.6M | $758.1M | ||
| Q3 25 | $880.8M | $763.5M | ||
| Q2 25 | $876.1M | $720.4M | ||
| Q1 25 | $872.4M | $707.0M | ||
| Q4 24 | $874.8M | $706.4M | ||
| Q3 24 | $872.3M | $747.7M | ||
| Q2 24 | $875.8M | $752.8M | ||
| Q1 24 | $875.0M | $755.6M |
| Q4 25 | $709.9M | $316.6M | ||
| Q3 25 | $678.6M | $338.2M | ||
| Q2 25 | $664.5M | $342.3M | ||
| Q1 25 | $660.9M | $688.1M | ||
| Q4 24 | $705.3M | $713.9M | ||
| Q3 24 | $716.4M | $732.7M | ||
| Q2 24 | $685.3M | $755.1M | ||
| Q1 24 | $679.2M | $741.8M |
| Q4 25 | $2.1B | $1.8B | ||
| Q3 25 | $2.1B | $1.8B | ||
| Q2 25 | $2.0B | $1.8B | ||
| Q1 25 | $2.0B | $2.1B | ||
| Q4 24 | $2.1B | $2.1B | ||
| Q3 24 | $2.1B | $2.2B | ||
| Q2 24 | $2.0B | $2.2B | ||
| Q1 24 | $2.0B | $2.1B |
| Q4 25 | 1.25× | 2.39× | ||
| Q3 25 | 1.30× | 2.26× | ||
| Q2 25 | 1.32× | 2.10× | ||
| Q1 25 | 1.32× | 1.03× | ||
| Q4 24 | 1.24× | 0.99× | ||
| Q3 24 | 1.22× | 1.02× | ||
| Q2 24 | 1.28× | 1.00× | ||
| Q1 24 | 1.29× | 1.02× |
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 | $32.3M |
| 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
| Q4 25 | $64.9M | $32.3M | ||
| Q3 25 | $124.0M | $-17.8M | ||
| Q2 25 | $90.4M | $-30.2M | ||
| Q1 25 | $92.1M | $39.6M | ||
| Q4 24 | $74.8M | $54.9M | ||
| Q3 24 | $101.4M | $49.8M | ||
| Q2 24 | $79.0M | $87.6M | ||
| Q1 24 | $84.8M | $11.3M |
| 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 24 | $63.0M | — |
| 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 24 | 9.1% | — |
| 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 24 | 3.1% | — |
| Q4 25 | 0.85× | — | ||
| Q3 25 | 1.67× | — | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 2.03× | — | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.21× | 7.69× | ||
| Q1 24 | 1.52× | — |
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% |
RYAM
| Cellulose Specialties | $249.6M | 60% |
| Other | $86.2M | 21% |
| Paperboard | $44.2M | 11% |
| High Yield Pulp | $28.3M | 7% |
| Biomaterials | $9.2M | 2% |
