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Installed Building Products, Inc.（IBP）とSELECT MEDICAL HOLDINGS CORP（SEM）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
SELECT MEDICAL HOLDINGS 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 4.5%、差は5.8%）。SELECT MEDICAL HOLDINGS CORPの前年同期比売上増加率が高い（5.0% vs -0.4%）。過去8四半期でSELECT MEDICAL HOLDINGS CORPの売上複合成長率が高い（5.3% 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。
セレクト・メディカルはペンシルベニア州を拠点とする医療企業で、長期急性期ケアや入院リハビリテーション病院を運営するほか、職業健康クリニックや理学療法クリニックも展開している。親会社のセレクト・メディカル・ホールディングスはニューヨーク証券取引所に上場している。
IBP vs SEM — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $747.5M | $1.4B |
| 純利益 | $76.6M | $63.8M |
| 粗利率 | 35.0% | — |
| 営業利益率 | 14.6% | 6.9% |
| 純利益率 | 10.2% | 4.5% |
| 売上前年比 | -0.4% | 5.0% |
| 純利益前年比 | 14.5% | -14.7% |
| EPS（希薄化後） | $2.81 | $0.35 |
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 | — | $1.4B | ||
| Q4 25 | $747.5M | $1.4B | ||
| Q3 25 | $778.2M | $1.4B | ||
| Q2 25 | $760.3M | $1.3B | ||
| Q1 25 | $684.8M | $1.4B | ||
| Q4 24 | $750.2M | $1.3B | ||
| Q3 24 | $760.6M | $1.3B | ||
| Q2 24 | $737.6M | $1.3B |
| Q1 26 | — | $63.8M | ||
| Q4 25 | $76.6M | $20.2M | ||
| Q3 25 | $74.4M | $28.8M | ||
| Q2 25 | $69.0M | $40.6M | ||
| Q1 25 | $45.4M | $56.7M | ||
| Q4 24 | $66.9M | $-16.1M | ||
| Q3 24 | $68.6M | $55.6M | ||
| Q2 24 | $65.2M | $77.6M |
| Q1 26 | — | — | ||
| Q4 25 | 35.0% | — | ||
| Q3 25 | 34.0% | — | ||
| Q2 25 | 34.2% | — | ||
| Q1 25 | 32.7% | — | ||
| Q4 24 | 33.6% | — | ||
| Q3 24 | 33.8% | — | ||
| Q2 24 | 34.1% | — |
| Q1 26 | — | 6.9% | ||
| Q4 25 | 14.6% | 4.6% | ||
| Q3 25 | 13.7% | 5.4% | ||
| Q2 25 | 13.3% | 6.5% | ||
| Q1 25 | 10.2% | 8.3% | ||
| Q4 24 | 13.1% | 1.6% | ||
| Q3 24 | 13.3% | 4.3% | ||
| Q2 24 | 12.9% | 5.8% |
| Q1 26 | — | 4.5% | ||
| Q4 25 | 10.2% | 1.4% | ||
| Q3 25 | 9.6% | 2.1% | ||
| Q2 25 | 9.1% | 3.0% | ||
| Q1 25 | 6.6% | 4.2% | ||
| Q4 24 | 8.9% | -1.2% | ||
| Q3 24 | 9.0% | 4.4% | ||
| Q2 24 | 8.8% | 6.1% |
| Q1 26 | — | $0.35 | ||
| Q4 25 | $2.81 | $0.17 | ||
| Q3 25 | $2.74 | $0.23 | ||
| Q2 25 | $2.52 | $0.32 | ||
| Q1 25 | $1.64 | $0.44 | ||
| Q4 24 | $2.39 | $-0.12 | ||
| Q3 24 | $2.44 | $0.43 | ||
| Q2 24 | $2.30 | $0.60 |
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 | $25.7M |
| 総負債低いほど良い | $886.6M | $1.8B |
| 株主資本純資産 | $709.9M | $2.1B |
| 総資産 | $2.1B | $6.0B |
| 負債/資本比率低いほどレバレッジが低い | 1.25× | 0.88× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $25.7M | ||
| Q4 25 | $321.9M | $26.5M | ||
| Q3 25 | $333.3M | $60.1M | ||
| Q2 25 | $305.2M | $52.3M | ||
| Q1 25 | $298.7M | $53.2M | ||
| Q4 24 | $327.6M | $59.7M | ||
| Q3 24 | $406.2M | $191.5M | ||
| Q2 24 | $380.3M | $111.2M |
| Q1 26 | — | $1.8B | ||
| Q4 25 | $886.6M | $1.8B | ||
| Q3 25 | $880.8M | $1.7B | ||
| Q2 25 | $876.1M | $1.8B | ||
| Q1 25 | $872.4M | $1.8B | ||
| Q4 24 | $874.8M | $1.7B | ||
| Q3 24 | $872.3M | $3.1B | ||
| Q2 24 | $875.8M | $3.6B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $709.9M | $1.7B | ||
| Q3 25 | $678.6M | $1.7B | ||
| Q2 25 | $664.5M | $1.7B | ||
| Q1 25 | $660.9M | $1.7B | ||
| Q4 24 | $705.3M | $1.7B | ||
| Q3 24 | $716.4M | $1.9B | ||
| Q2 24 | $685.3M | $1.4B |
| Q1 26 | — | $6.0B | ||
| Q4 25 | $2.1B | $5.9B | ||
| Q3 25 | $2.1B | $5.7B | ||
| Q2 25 | $2.0B | $5.7B | ||
| Q1 25 | $2.0B | $5.7B | ||
| Q4 24 | $2.1B | $5.6B | ||
| Q3 24 | $2.1B | $8.0B | ||
| Q2 24 | $2.0B | $7.9B |
| Q1 26 | — | 0.88× | ||
| Q4 25 | 1.25× | 1.06× | ||
| Q3 25 | 1.30× | 1.03× | ||
| Q2 25 | 1.32× | 1.10× | ||
| Q1 25 | 1.32× | 1.03× | ||
| Q4 24 | 1.24× | 1.01× | ||
| Q3 24 | 1.22× | 1.62× | ||
| Q2 24 | 1.28× | 2.54× |
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 | $64.3M | ||
| Q3 25 | $124.0M | $175.3M | ||
| Q2 25 | $90.4M | $110.3M | ||
| Q1 25 | $92.1M | $-3.5M | ||
| Q4 24 | $74.8M | $125.4M | ||
| Q3 24 | $101.4M | $181.0M | ||
| Q2 24 | $79.0M | $278.2M |
| Q1 26 | — | — | ||
| Q4 25 | $49.3M | $5.2M | ||
| Q3 25 | $104.8M | $122.2M | ||
| Q2 25 | $74.8M | $45.6M | ||
| Q1 25 | $71.9M | $-55.8M | ||
| Q4 24 | $52.9M | $62.0M | ||
| Q3 24 | $77.3M | $130.3M | ||
| Q2 24 | $58.2M | $222.6M |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 0.4% | ||
| Q3 25 | 13.5% | 9.0% | ||
| Q2 25 | 9.8% | 3.4% | ||
| Q1 25 | 10.5% | -4.1% | ||
| Q4 24 | 7.1% | 4.7% | ||
| Q3 24 | 10.2% | 10.2% | ||
| Q2 24 | 7.9% | 17.4% |
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 4.2% | ||
| Q3 25 | 2.5% | 3.9% | ||
| Q2 25 | 2.1% | 4.8% | ||
| Q1 25 | 2.9% | 3.9% | ||
| Q4 24 | 2.9% | 4.8% | ||
| Q3 24 | 3.2% | 4.0% | ||
| Q2 24 | 2.8% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.85× | 3.19× | ||
| Q3 25 | 1.67× | 6.09× | ||
| Q2 25 | 1.31× | 2.72× | ||
| Q1 25 | 2.03× | -0.06× | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | 1.48× | 3.25× | ||
| Q2 24 | 1.21× | 3.59× |
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% |
SEM
セグメントデータなし
