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Installed Building Products, Inc.（IBP）とSTEPAN CO（SCL）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 $604.5M、STEPAN COの約1.2倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs 3.3%、差は7.0%）。STEPAN COの前年同期比売上増加率が高い（1.9% vs -0.4%）。過去8四半期でSTEPAN COの売上複合成長率が高い（4.2% 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。
ステパン社はアメリカ合衆国の特殊化学品メーカーで、本社はイリノイ州ノースブルックに置かれています。1932年にアルフレッド・C・ステパン・ジュニアによって創業され、従業員数は約2000人で、現在は創業者の孫であるF・クイン・ステパン・ジュニアが経営しています。世界最大の陰イオン界面活性剤の市販メーカーで、製品は洗剤、シャンプー、歯磨き粉、化粧品の起泡性と洗浄力向上に用いられます。
IBP vs SCL — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $604.5M |
| 純利益 | $76.6M | $19.7M |
| 粗利率 | 35.0% | 10.7% |
| 営業利益率 | 14.6% | 4.7% |
| 純利益率 | 10.2% | 3.3% |
| 売上前年比 | -0.4% | 1.9% |
| 純利益前年比 | 14.5% | — |
| EPS（希薄化後） | $2.81 | $0.86 |
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 | — | $604.5M | ||
| Q4 25 | $747.5M | $553.9M | ||
| Q3 25 | $778.2M | $590.3M | ||
| Q2 25 | $760.3M | $594.7M | ||
| Q1 25 | $684.8M | $593.3M | ||
| Q4 24 | $750.2M | $525.6M | ||
| Q3 24 | $760.6M | $546.8M | ||
| Q2 24 | $737.6M | $556.4M |
| Q1 26 | — | $19.7M | ||
| Q4 25 | $76.6M | $5.0M | ||
| Q3 25 | $74.4M | $10.8M | ||
| Q2 25 | $69.0M | $11.3M | ||
| Q1 25 | $45.4M | $19.7M | ||
| Q4 24 | $66.9M | $3.4M | ||
| Q3 24 | $68.6M | $23.6M | ||
| Q2 24 | $65.2M | $9.5M |
| Q1 26 | — | 10.7% | ||
| Q4 25 | 35.0% | 9.3% | ||
| Q3 25 | 34.0% | 12.0% | ||
| Q2 25 | 34.2% | 12.1% | ||
| Q1 25 | 32.7% | 12.7% | ||
| Q4 24 | 33.6% | 10.8% | ||
| Q3 24 | 33.8% | 13.8% | ||
| Q2 24 | 34.1% | 12.5% |
| Q1 26 | — | 4.7% | ||
| Q4 25 | 14.6% | 1.9% | ||
| Q3 25 | 13.7% | 3.7% | ||
| Q2 25 | 13.3% | 3.0% | ||
| Q1 25 | 10.2% | 4.8% | ||
| Q4 24 | 13.1% | 1.5% | ||
| Q3 24 | 13.3% | 4.4% | ||
| Q2 24 | 12.9% | 3.4% |
| Q1 26 | — | 3.3% | ||
| Q4 25 | 10.2% | 0.9% | ||
| Q3 25 | 9.6% | 1.8% | ||
| Q2 25 | 9.1% | 1.9% | ||
| Q1 25 | 6.6% | 3.3% | ||
| Q4 24 | 8.9% | 0.6% | ||
| Q3 24 | 9.0% | 4.3% | ||
| Q2 24 | 8.8% | 1.7% |
| Q1 26 | — | $0.86 | ||
| Q4 25 | $2.81 | $0.22 | ||
| Q3 25 | $2.74 | $0.47 | ||
| Q2 25 | $2.52 | $0.50 | ||
| Q1 25 | $1.64 | $0.86 | ||
| Q4 24 | $2.39 | $0.14 | ||
| Q3 24 | $2.44 | $1.03 | ||
| Q2 24 | $2.30 | $0.42 |
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 | $328.4M |
| 株主資本純資産 | $709.9M | $1.2B |
| 総資産 | $2.1B | $2.3B |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | 0.28× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $321.9M | $132.7M | ||
| Q3 25 | $333.3M | $118.5M | ||
| Q2 25 | $305.2M | $88.9M | ||
| Q1 25 | $298.7M | $107.5M | ||
| Q4 24 | $327.6M | $99.7M | ||
| Q3 24 | $406.2M | $147.3M | ||
| Q2 24 | $380.3M | $124.7M |
| Q1 26 | — | $328.4M | ||
| Q4 25 | $886.6M | $626.7M | ||
| Q3 25 | $880.8M | $655.5M | ||
| Q2 25 | $876.1M | $658.0M | ||
| Q1 25 | $872.4M | $659.3M | ||
| Q4 24 | $874.8M | $625.4M | ||
| Q3 24 | $872.3M | $688.5M | ||
| Q2 24 | $875.8M | $657.1M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $709.9M | $1.2B | ||
| Q3 25 | $678.6M | $1.2B | ||
| Q2 25 | $664.5M | $1.2B | ||
| Q1 25 | $660.9M | $1.2B | ||
| Q4 24 | $705.3M | $1.2B | ||
| Q3 24 | $716.4M | $1.2B | ||
| Q2 24 | $685.3M | $1.2B |
| Q1 26 | — | $2.3B | ||
| Q4 25 | $2.1B | $2.4B | ||
| Q3 25 | $2.1B | $2.4B | ||
| Q2 25 | $2.0B | $2.4B | ||
| Q1 25 | $2.0B | $2.4B | ||
| Q4 24 | $2.1B | $2.3B | ||
| Q3 24 | $2.1B | $2.4B | ||
| Q2 24 | $2.0B | $2.3B |
| Q1 26 | — | 0.28× | ||
| Q4 25 | 1.25× | 0.50× | ||
| Q3 25 | 1.30× | 0.53× | ||
| Q2 25 | 1.32× | 0.53× | ||
| Q1 25 | 1.32× | 0.55× | ||
| Q4 24 | 1.24× | 0.53× | ||
| Q3 24 | 1.22× | 0.56× | ||
| Q2 24 | 1.28× | 0.55× |
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 | $60.0M | ||
| Q3 25 | $124.0M | $69.8M | ||
| Q2 25 | $90.4M | $11.2M | ||
| Q1 25 | $92.1M | $6.9M | ||
| Q4 24 | $74.8M | $68.3M | ||
| Q3 24 | $101.4M | $22.7M | ||
| Q2 24 | $79.0M | $29.5M |
| Q1 26 | — | — | ||
| Q4 25 | $49.3M | $25.4M | ||
| Q3 25 | $104.8M | $40.2M | ||
| Q2 25 | $74.8M | $-14.4M | ||
| Q1 25 | $71.9M | $-25.8M | ||
| Q4 24 | $52.9M | $32.1M | ||
| Q3 24 | $77.3M | $-4.0M | ||
| Q2 24 | $58.2M | $-208.0K |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 4.6% | ||
| Q3 25 | 13.5% | 6.8% | ||
| Q2 25 | 9.8% | -2.4% | ||
| Q1 25 | 10.5% | -4.3% | ||
| Q4 24 | 7.1% | 6.1% | ||
| Q3 24 | 10.2% | -0.7% | ||
| Q2 24 | 7.9% | -0.0% |
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 6.3% | ||
| Q3 25 | 2.5% | 5.0% | ||
| Q2 25 | 2.1% | 4.3% | ||
| Q1 25 | 2.9% | 5.5% | ||
| Q4 24 | 2.9% | 6.9% | ||
| Q3 24 | 3.2% | 4.9% | ||
| Q2 24 | 2.8% | 5.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.85× | 11.99× | ||
| Q3 25 | 1.67× | 6.44× | ||
| Q2 25 | 1.31× | 0.99× | ||
| Q1 25 | 2.03× | 0.35× | ||
| Q4 24 | 1.12× | 20.38× | ||
| Q3 24 | 1.48× | 0.96× | ||
| Q2 24 | 1.21× | 3.10× |
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% |
SCL
| Surfactants | $453.7M | 75% |
| Polymers | $130.0M | 22% |
| Specialty Products | $20.8M | 3% |
