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Installed Building Products, Inc.（IBP）とSCANSOURCE, INC.（SCSC）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
SCANSOURCE, INC.の直近四半期売上が大きい（$766.5M vs $747.5M、Installed Building Products, Inc.の約1.0倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs 2.2%、差は8.1%）。SCANSOURCE, INC.の前年同期比売上増加率が高い（2.5% vs -0.4%）。Installed Building Products, Inc.の直近四半期フリーキャッシュフローが多い（$49.3M vs $28.9M）。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 0.9%）
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。
ScanSource社は世界有数の専門技術流通企業で、POSシステム、バーコードスキャナー、サイバーセキュリティ製品、クラウドサービス、通信ソリューションなどを取り扱い、北米・中南米・欧州の付加価値販売業者、サービスプロバイダー、企業顧客向けに事業を展開し、小売、医療、産業、公共部門を主な対象分野としています。
IBP vs SCSC — 直接比較
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $766.5M |
| 純利益 | $76.6M | $16.5M |
| 粗利率 | 35.0% | 13.4% |
| 営業利益率 | 14.6% | 2.3% |
| 純利益率 | 10.2% | 2.2% |
| 売上前年比 | -0.4% | 2.5% |
| 純利益前年比 | 14.5% | -3.3% |
| EPS（希薄化後） | $2.81 | $0.75 |
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 | $766.5M | ||
| Q3 25 | $778.2M | $739.6M | ||
| Q2 25 | $760.3M | $812.9M | ||
| Q1 25 | $684.8M | $704.8M | ||
| Q4 24 | $750.2M | $747.5M | ||
| Q3 24 | $760.6M | $775.6M | ||
| Q2 24 | $737.6M | $746.1M | ||
| Q1 24 | $692.9M | $752.6M |
| Q4 25 | $76.6M | $16.5M | ||
| Q3 25 | $74.4M | $19.9M | ||
| Q2 25 | $69.0M | $20.1M | ||
| Q1 25 | $45.4M | $17.4M | ||
| Q4 24 | $66.9M | $17.1M | ||
| Q3 24 | $68.6M | $17.0M | ||
| Q2 24 | $65.2M | $16.1M | ||
| Q1 24 | $55.9M | $12.8M |
| Q4 25 | 35.0% | 13.4% | ||
| Q3 25 | 34.0% | 14.5% | ||
| Q2 25 | 34.2% | 12.9% | ||
| Q1 25 | 32.7% | 14.2% | ||
| Q4 24 | 33.6% | 13.6% | ||
| Q3 24 | 33.8% | 13.1% | ||
| Q2 24 | 34.1% | 13.0% | ||
| Q1 24 | 33.8% | 12.6% |
| Q4 25 | 14.6% | 2.3% | ||
| Q3 25 | 13.7% | 3.5% | ||
| Q2 25 | 13.3% | 3.3% | ||
| Q1 25 | 10.2% | 3.2% | ||
| Q4 24 | 13.1% | 2.5% | ||
| Q3 24 | 13.3% | 2.3% | ||
| Q2 24 | 12.9% | 2.9% | ||
| Q1 24 | 12.7% | 2.3% |
| Q4 25 | 10.2% | 2.2% | ||
| Q3 25 | 9.6% | 2.7% | ||
| Q2 25 | 9.1% | 2.5% | ||
| Q1 25 | 6.6% | 2.5% | ||
| Q4 24 | 8.9% | 2.3% | ||
| Q3 24 | 9.0% | 2.2% | ||
| Q2 24 | 8.8% | 2.2% | ||
| Q1 24 | 8.1% | 1.7% |
| Q4 25 | $2.81 | $0.75 | ||
| Q3 25 | $2.74 | $0.89 | ||
| Q2 25 | $2.52 | $0.87 | ||
| Q1 25 | $1.64 | $0.74 | ||
| Q4 24 | $2.39 | $0.70 | ||
| Q3 24 | $2.44 | $0.69 | ||
| Q2 24 | $2.30 | $0.66 | ||
| Q1 24 | $1.97 | $0.50 |
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 | $83.5M |
| 総負債低いほど良い | $886.6M | — |
| 株主資本純資産 | $709.9M | $910.9M |
| 総資産 | $2.1B | $1.7B |
| 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 | $83.5M | ||
| Q3 25 | $333.3M | $124.9M | ||
| Q2 25 | $305.2M | $126.2M | ||
| Q1 25 | $298.7M | $146.3M | ||
| Q4 24 | $327.6M | $110.5M | ||
| Q3 24 | $406.2M | $145.0M | ||
| Q2 24 | $380.3M | $185.5M | ||
| Q1 24 | $399.9M | $159.1M |
| 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 | $910.9M | ||
| Q3 25 | $678.6M | $914.0M | ||
| Q2 25 | $664.5M | $906.4M | ||
| Q1 25 | $660.9M | $901.7M | ||
| Q4 24 | $705.3M | $900.7M | ||
| Q3 24 | $716.4M | $920.9M | ||
| Q2 24 | $685.3M | $924.3M | ||
| Q1 24 | $679.2M | $944.1M |
| Q4 25 | $2.1B | $1.7B | ||
| Q3 25 | $2.1B | $1.7B | ||
| Q2 25 | $2.0B | $1.8B | ||
| Q1 25 | $2.0B | $1.7B | ||
| Q4 24 | $2.1B | $1.7B | ||
| Q3 24 | $2.1B | $1.8B | ||
| Q2 24 | $2.0B | $1.8B | ||
| Q1 24 | $2.0B | $1.8B |
| 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 | $30.8M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $28.9M |
| FCFマージンFCF / 売上 | 6.6% | 3.8% |
| 設備投資強度設備投資 / 売上 | 2.1% | 0.3% |
| キャッシュ転換率営業CF / 純利益 | 0.85× | 1.87× |
| 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 | $30.8M | ||
| Q3 25 | $124.0M | $23.2M | ||
| Q2 25 | $90.4M | — | ||
| Q1 25 | $92.1M | $66.1M | ||
| Q4 24 | $74.8M | $-6.2M | ||
| Q3 24 | $101.4M | $44.8M | ||
| Q2 24 | $79.0M | — | ||
| Q1 24 | $84.8M | $160.2M |
| Q4 25 | $49.3M | $28.9M | ||
| Q3 25 | $104.8M | $20.8M | ||
| Q2 25 | $74.8M | — | ||
| Q1 25 | $71.9M | $64.6M | ||
| Q4 24 | $52.9M | $-8.2M | ||
| Q3 24 | $77.3M | $42.5M | ||
| Q2 24 | $58.2M | — | ||
| Q1 24 | $63.0M | $157.7M |
| Q4 25 | 6.6% | 3.8% | ||
| Q3 25 | 13.5% | 2.8% | ||
| Q2 25 | 9.8% | — | ||
| Q1 25 | 10.5% | 9.2% | ||
| Q4 24 | 7.1% | -1.1% | ||
| Q3 24 | 10.2% | 5.5% | ||
| Q2 24 | 7.9% | — | ||
| Q1 24 | 9.1% | 21.0% |
| Q4 25 | 2.1% | 0.3% | ||
| Q3 25 | 2.5% | 0.3% | ||
| Q2 25 | 2.1% | 0.3% | ||
| Q1 25 | 2.9% | 0.2% | ||
| Q4 24 | 2.9% | 0.3% | ||
| Q3 24 | 3.2% | 0.3% | ||
| Q2 24 | 2.8% | 0.2% | ||
| Q1 24 | 3.1% | 0.3% |
| Q4 25 | 0.85× | 1.87× | ||
| Q3 25 | 1.67× | 1.17× | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 2.03× | 3.79× | ||
| Q4 24 | 1.12× | -0.36× | ||
| Q3 24 | 1.48× | 2.64× | ||
| Q2 24 | 1.21× | — | ||
| Q1 24 | 1.52× | 12.51× |
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% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
