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Installed Building Products, Inc.（IBP）とSEALED AIR CORP（SEE）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
SEALED AIR CORPの直近四半期売上が大きい（$1.4B vs $747.5M、Installed Building Products, Inc.の約1.9倍）。Installed Building Products, Inc.の純利益率が高く（10.2% vs 3.1%、差は7.1%）。SEALED AIR CORPの前年同期比売上増加率が高い（2.6% vs -0.4%）。SEALED AIR CORPの直近四半期フリーキャッシュフローが多い（$257.7M vs $49.3M）。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 2.7%）
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。
シールドエア社は、革新的な包装・保護ソリューションを提供するグローバル企業です。緩衝材、食品の安全性と鮮度保持を実現する包装、廃棄物削減に貢献する持続可能な包装システムを中核に、小売、Eコマース、食品飲料、工業製造などの分野にサービスを展開しています。
IBP vs SEE — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $1.4B |
| 純利益 | $76.6M | $43.8M |
| 粗利率 | 35.0% | 28.6% |
| 営業利益率 | 14.6% | 11.4% |
| 純利益率 | 10.2% | 3.1% |
| 売上前年比 | -0.4% | 2.6% |
| 純利益前年比 | 14.5% | 700.0% |
| EPS（希薄化後） | $2.81 | $0.30 |
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 | $1.4B | ||
| Q3 25 | $778.2M | $1.3B | ||
| Q2 25 | $760.3M | $1.3B | ||
| Q1 25 | $684.8M | $1.3B | ||
| Q4 24 | $750.2M | $1.4B | ||
| Q3 24 | $760.6M | $1.3B | ||
| Q2 24 | $737.6M | $1.3B | ||
| Q1 24 | $692.9M | $1.3B |
| Q4 25 | $76.6M | $43.8M | ||
| Q3 25 | $74.4M | $255.1M | ||
| Q2 25 | $69.0M | $93.1M | ||
| Q1 25 | $45.4M | $113.5M | ||
| Q4 24 | $66.9M | $-7.3M | ||
| Q3 24 | $68.6M | $91.7M | ||
| Q2 24 | $65.2M | $98.3M | ||
| Q1 24 | $55.9M | $82.0M |
| Q4 25 | 35.0% | 28.6% | ||
| Q3 25 | 34.0% | 29.8% | ||
| Q2 25 | 34.2% | 30.7% | ||
| Q1 25 | 32.7% | 30.9% | ||
| Q4 24 | 33.6% | 30.0% | ||
| Q3 24 | 33.8% | 30.1% | ||
| Q2 24 | 34.1% | 31.2% | ||
| Q1 24 | 33.8% | 30.3% |
| Q4 25 | 14.6% | 11.4% | ||
| Q3 25 | 13.7% | 13.8% | ||
| Q2 25 | 13.3% | 15.0% | ||
| Q1 25 | 10.2% | 14.5% | ||
| Q4 24 | 13.1% | 11.7% | ||
| Q3 24 | 13.3% | 13.9% | ||
| Q2 24 | 12.9% | 15.4% | ||
| Q1 24 | 12.7% | 14.0% |
| Q4 25 | 10.2% | 3.1% | ||
| Q3 25 | 9.6% | 19.0% | ||
| Q2 25 | 9.1% | 7.0% | ||
| Q1 25 | 6.6% | 9.0% | ||
| Q4 24 | 8.9% | -0.5% | ||
| Q3 24 | 9.0% | 6.9% | ||
| Q2 24 | 8.8% | 7.4% | ||
| Q1 24 | 8.1% | 6.2% |
| Q4 25 | $2.81 | $0.30 | ||
| Q3 25 | $2.74 | $1.73 | ||
| Q2 25 | $2.52 | $0.63 | ||
| Q1 25 | $1.64 | $0.77 | ||
| Q4 24 | $2.39 | $-0.05 | ||
| Q3 24 | $2.44 | $0.63 | ||
| Q2 24 | $2.30 | $0.67 | ||
| Q1 24 | $1.97 | $0.56 |
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 | $344.0M |
| 総負債低いほど良い | $886.6M | $3.3B |
| 株主資本純資産 | $709.9M | $1.2B |
| 総資産 | $2.1B | $7.0B |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | 2.65× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $321.9M | $344.0M | ||
| Q3 25 | $333.3M | $282.5M | ||
| Q2 25 | $305.2M | $354.4M | ||
| Q1 25 | $298.7M | $335.2M | ||
| Q4 24 | $327.6M | $371.8M | ||
| Q3 24 | $406.2M | $386.0M | ||
| Q2 24 | $380.3M | $388.6M | ||
| Q1 24 | $399.9M | $352.8M |
| Q4 25 | $886.6M | $3.3B | ||
| Q3 25 | $880.8M | $4.0B | ||
| Q2 25 | $876.1M | $4.0B | ||
| Q1 25 | $872.4M | $4.2B | ||
| Q4 24 | $874.8M | $4.2B | ||
| Q3 24 | $872.3M | $4.3B | ||
| Q2 24 | $875.8M | $4.4B | ||
| Q1 24 | $875.0M | $4.5B |
| Q4 25 | $709.9M | $1.2B | ||
| Q3 25 | $678.6M | $1.2B | ||
| Q2 25 | $664.5M | $953.1M | ||
| Q1 25 | $660.9M | $797.9M | ||
| Q4 24 | $705.3M | $624.5M | ||
| Q3 24 | $716.4M | $771.2M | ||
| Q2 24 | $685.3M | $650.1M | ||
| Q1 24 | $679.2M | $598.3M |
| Q4 25 | $2.1B | $7.0B | ||
| Q3 25 | $2.1B | $7.1B | ||
| Q2 25 | $2.0B | $7.2B | ||
| Q1 25 | $2.0B | $7.0B | ||
| Q4 24 | $2.1B | $7.0B | ||
| Q3 24 | $2.1B | $7.3B | ||
| Q2 24 | $2.0B | $7.3B | ||
| Q1 24 | $2.0B | $7.2B |
| Q4 25 | 1.25× | 2.65× | ||
| Q3 25 | 1.30× | 3.34× | ||
| Q2 25 | 1.32× | 4.18× | ||
| Q1 25 | 1.32× | 5.26× | ||
| Q4 24 | 1.24× | 6.72× | ||
| Q3 24 | 1.22× | 5.62× | ||
| Q2 24 | 1.28× | 6.81× | ||
| Q1 24 | 1.29× | 7.49× |
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 | $293.6M |
| フリーキャッシュフロー営業CF - 設備投資 | $49.3M | $257.7M |
| FCFマージンFCF / 売上 | 6.6% | 18.5% |
| 設備投資強度設備投資 / 売上 | 2.1% | 2.6% |
| キャッシュ転換率営業CF / 純利益 | 0.85× | 6.70× |
| 直近12ヶ月FCF直近4四半期 | $300.8M | $458.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $64.9M | $293.6M | ||
| Q3 25 | $124.0M | $165.9M | ||
| Q2 25 | $90.4M | $136.6M | ||
| Q1 25 | $92.1M | $31.9M | ||
| Q4 24 | $74.8M | $244.2M | ||
| Q3 24 | $101.4M | $170.5M | ||
| Q2 24 | $79.0M | $188.2M | ||
| Q1 24 | $84.8M | $125.1M |
| Q4 25 | $49.3M | $257.7M | ||
| Q3 25 | $104.8M | $119.6M | ||
| Q2 25 | $74.8M | $93.2M | ||
| Q1 25 | $71.9M | $-12.0M | ||
| Q4 24 | $52.9M | $185.1M | ||
| Q3 24 | $77.3M | $115.2M | ||
| Q2 24 | $58.2M | $129.5M | ||
| Q1 24 | $63.0M | $78.0M |
| Q4 25 | 6.6% | 18.5% | ||
| Q3 25 | 13.5% | 8.9% | ||
| Q2 25 | 9.8% | 7.0% | ||
| Q1 25 | 10.5% | -0.9% | ||
| Q4 24 | 7.1% | 13.6% | ||
| Q3 24 | 10.2% | 8.6% | ||
| Q2 24 | 7.9% | 9.7% | ||
| Q1 24 | 9.1% | 5.9% |
| Q4 25 | 2.1% | 2.6% | ||
| Q3 25 | 2.5% | 3.4% | ||
| Q2 25 | 2.1% | 3.3% | ||
| Q1 25 | 2.9% | 3.5% | ||
| Q4 24 | 2.9% | 4.4% | ||
| Q3 24 | 3.2% | 4.1% | ||
| Q2 24 | 2.8% | 4.4% | ||
| Q1 24 | 3.1% | 3.6% |
| Q4 25 | 0.85× | 6.70× | ||
| Q3 25 | 1.67× | 0.65× | ||
| Q2 25 | 1.31× | 1.47× | ||
| Q1 25 | 2.03× | 0.28× | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | 1.48× | 1.86× | ||
| Q2 24 | 1.21× | 1.91× | ||
| Q1 24 | 1.52× | 1.53× |
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% |
SEE
| Protective Segment | $1.1B | 78% |
| Other | $292.0M | 21% |
| Pension Plans Defined Benefit | $7.9M | 1% |
